CPA Conversations about accounting news

The CPA Conversations podcast series focuses on accounting-related news and hot topics.

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Episodes

  • Is the CGMA the Key to Opening Doors in Business & Industry?

    Much has been made of the importance of acquiring the CPA designation – and rightfully so. But there is another credential that can mean wonders for CPAs in business and industry: the CGMA. On this edition of CPA Conversations, we talk to Jeffrey Mitch, CPA, CGMA, about the value of the credential, why people who question its importance are wrong, and the process for attaining the designation.
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  • Keeping Up with the Evolution of Audit

    The CPA profession constantly changes, and nothing encapsulates this fact better than the rapid evolution of auditing. What are the primary drivers of this change? How will it benefit audit clients? And what will happen to firms that don’t keep up with developments? Michele Hansen of Deloitte & Touche joins us to help answer these questions and many more.
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  • Financial Planners: Don’t Overlook Account Titling

    Financial planners do a lot of great and thorough work to ensure future financial success for their clients, but it can be easy to forget about proper account titling. Marsha Rubin, CPA, CFP, of Wharton Investment Consultants, explains how to make sure that this critical component is not forgotten during the planning process, and how financial planners should check on account and asset titling.
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  • Spreading Awareness of the CPA Credential

    In a podcast dedicated to the work of the new Pennsylvania CPA Foundation, we talked to Kristin Seeger, recruiting manager with Kreischer Miller in Horsham, about how she helps to spread the word about the CPA credential and the benefits it offers to young people as they exit the classroom and enter the workforce. She speaks frankly about some of the concerns students have about the CPA profession and what can be done to address those issues.
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  • The Technological Evolution of Accounting Education

    In a podcast dedicated in part to the work of the Pennsylvania CPA Foundation, CPA Conversations sits down with Mary Jeanne Welsh, professor of accounting and department chair at La Salle University in Philadelphia, to discuss the ways accounting education has changed in recent years. Among the topics discussed are how systems designed for use with online courses have improved the experience for in-class attendees and the trends on students moving toward online learning.
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  • What Is PwC Looking for in a New Hire?

    While opinions will vary among CPAs, many see working for a Big 4 firm to be an exciting beginning to their careers in accounting. But what are these firms looking for in an employee? What skill-sets must you have to get your foot in the door. And how important is it to achieve your CPA designation? (Hint: it’s important.) In this episode of CPA Conversations, Deanna Byrne, Philadelphia office managing partner for PwC, answers all of these questions and more.
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  • CFOs: What Type of Leader Are You?

    In a preview of her Careers & Lifestyles column for the winter 2018 Pennsylvania CPA Journal, Patricia Benson, CPA, EdD, vice president of finance for Harcum College in Bryn Mawr, Pa., discusses how the role of the CFO has changed. Specifically, she zeroes in on two leadership types – transactional and transformational – and their effectiveness in motivating employees.
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  • Important Phrases to Listen for during M&A Conversations

    When you’re talking to another party about a merger or acquisition, there are going to be things you want to hear and things that make you hesitant should they come out of your counterpart’s mouth. In a preview of his Practice Succession Planning column for the winter 2018 Pennsylvania CPA Journal, Ira Rosenbloom of Optimum Strategies LLC discusses the things that should make you smile and the things that should make you cringe during M&A discussions.
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  • The CPA’s Role in Insurance Industry Cybersecurity

    Recent data breaches have us all on edge regarding cybersecurity, especially CPAs working in the insurance industry. These companies collect and are privy to a lot of sensitive data. Russell Sommers, CPA, CISA, senior manager with Baker Tilly Virchow Krause LLP, explains how cybersecurity, especially with the recent release of the National Association of Insurance Commissioners (NAIC) Insurance Data Security Model Law, is not just an IT concern. Sommers, along with his colleague Christopher Tait, will speak in greater detail on this issue at PICPA’s 2017 Insurance Conference on Nov. 30-Dec. 1.
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  • The Lowdown on Lease Accounting

    What are the three aspects of FASB’s Big 3 Project? As anyone who has been knee-deep in their implementation can tell you, they are revenue recognition, financial instruments, and the topic of our latest edition of CPA Conversations: lease accounting. In a preview of his presentation at the Dec. 6 PICPA Accounting and Auditing Conference, Keith Peterka, a partner with Citrin Cooperman in Philadelphia, gives us the skinny on this meaty subject matter.
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  • Blockchain Set to Dramatically Change Accounting and Auditing

    Blockchain may seem like a futuristic concept, but it is already making a major dent in the way CPAs and auditors perform their jobs. The technology is one that CPAs would be wise to catch up on as soon as possible. To get our members started along this path, CPA Conversations sat down with Amanda Wilkie, chief information officer for WithumSmith+Brown, for an enlightening discussion.
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  • Section 754 Election Ins and Outs

    Most mergers and acquisitions are going to have a high level of complication, but the issues can multiply when just one partner in a group decides to sell. That is when Section 754 elections may help. On this episode of CPA Conversations, Bill Ruffner, director of taxation in Global Tax Management Inc.’s Pittsburgh office, walks us through circumstances when Section 754 elections come into play and the challenges and opportunities they present for buyers and sellers.
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  • Budgeting: What Is It Really?

    Most of us have a general understanding of the concept of budgeting. But is budgeting different for CPAs who provide personal financial planning services to clients? It could be, and Marsha Rubin, CPA, CFP, who is a financial adviser with Wharton Investment Consultants, explains her process and how it could be beneficial for CPAs working in this space.
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  • CPA Firms Thrive when Departments Collaborate Effectively

    CPA firms work best when their different departments communicate well with each other, but this is not something that can happen with a snap. Different personalities must find common ground, and people who may have been used to control have to come together on a group vision. To discuss how leaders of different departments can help their groups achieve this goal, CPA Conversations talked to Paul McDonald, senior executive director for Robert Half.
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  • Are You Compliant with the Fiduciary Rule?

    The U.S. Department of Labor released important changes to the fiduciary standard in 2016, and many financial professionals have already implemented these regulations into their practices. But what exactly are these changes, and when is compliance required? Phillip Long, JD, vice president of employee benefits legal services of BB&T Retirement and Institutional Services, addresses these issues and much more in this preview of his upcoming PICPA webinar, “Get Compliant with the Fiduciary Rule,” on Oct. 26, from 9 a.m. to 11 a.m.
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  • Content Marketing, Effective Websites Bring Value for CPA Firms

    With so much competition in the CPA marketplace, firms can’t afford to allow their website – often the source of their first impression on potential clients – to be unfocused and inefficient. On this episode of CPA Conversations, Jay Baron, head of digital strategy for Madtown in the Dallas/Fort Worth area, discusses how effective content marketing and website design strategies can give a CPA firm a leg up on its peers.
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  • Why and How CPAs Should Join the Fight Against Elder Fraud

    Cases of financial abuse of the elderly are on the rise in Pennsylvania. This is especially alarming as the senior population continues to grow. Robin Wiessmann, secretary of the Pennsylvania Department of Banking & Securities, discusses why CPAs are a natural fit to help the state fight these crimes and to protect some of our most vulnerable citizens. This topic will be addressed by Robin’s colleague, Brian LaForme, at the Nov. 8 PICPA Personal Financial Planning Conference.
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  • The Stories Behind Business Valuations

    Who doesn’t like a good story? Chuck Lunden, CPA, partner with Bederson LLP, certainly does when it relates to the world of business valuation. In this podcast he provides a book review of Aswath Damodaran’s Narrative and Numbers: The Value of Stories in Business. Lunden addresses the real-life examples covered in the book, and explains the corporate life cycle as it relates to valuations. He will speak in even greater depth at PICPA’s 2017 Valuation and Forensic Accounting Conference on Nov. 2.
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  • Exploring the Psychology of Money and Wellness

    In a preview of her presentation at the 2017 Personal Financial Planning Conference, Maggie Baker, PhD, a psychologist and author of Crazy About Money: How Emotions Confuse Our Money Choices and What to Do About It, walks us through how childhood experiences can shape our money habits and how a greater understanding of those habits can lead to better financial choices.
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  • A Triple Threat of Construction Industry Issues

    Key performance indicators. Ownership transfer and succession planning. Factors affecting business valuation. All will be explored at the Oct. 18 PICPA Construction Industry Conference. And all by one man: Daniel Shumate of FMI Capital Advisors Inc. On this edition of CPA Conversations, Shumate provides insight into construction industry hot topics.
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