FLP, the Finance Leadership Podcast

"It's important to learn how to say 'no' if you want to thrive...You need to be able to focus on what's essential to YOU and block out all the noise". GBD63 In this Human Intelligence-focused episode, returning guest Regan Walsh shares more insights from her work as an executive and life coach. She talks to Jennifer Gardner (AICPA & CIMA, USA) about the professional benefits of one of the shortest words in the English language. Understanding and using 'no' can sound like putting yourself first but actually ends up helping you, your colleagues, your company and your career. WE DISCUSS * Why it's so hard to say "no". * How saying "No" impacts one's career. * Communicating it without having to say it. * Different ways of saying it to your boss, your colleagues - and your clients. * Fighting the need to be a 'pleaser'. * Saying "no" to the idea, not the person. * How to say "yes" to the right things. OUR GUEST Executive and Life Coach Regan Walsh is a returning guest to this podcast series. Featured in Harvard Business Review, Forbes and Fast Company, she helps clients shed the "shoulds" in their lives, eliminating the non-essential to free up time to thrive. Regan previously spent 15 years working in corporate, nonprofit, and creative agencies. Connect with her on LinkedIn here. LINKS * The AICPA resource page on Work/Life Balance. * CIMA Master Course on Workload Management for Busy Finance Professionals (London, 2018 and 2019) * Read our review of "Essentialism: The Disciplined Pursuit of Less" by Greg McKeown in 5 Books All Young CPAs Should Read. * The Life Wheel (as recommended by our guest) * Regan Walsh on Forbes.com and at www.reganwalsh.com MORE ABOUT OUR PODCAST. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2019 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"First figure out the 'why', not from a organisational perspective but 'why' for a particular business process, and THEN figure out what technology - if any - will be needed to transform and automate that." GBD62. Waqqas Mahmood leads Advanced Technology & Intelligent Automation at Baker Tilly Virchow Krause, LLP. He tells Kyle Hannan (AICPA & CIMA, UK) about the basic jargon of RPA and AI, why you should understand the tech before you put it all together, and how to identify the goals of the digital transformation. He also outlines his "3 Fs" process for fighting the factors of failure. TALKING POINTS: RPA and AI: the jargon, the risks and the 'gotchas'. Don't chase the bots (the tech). Understand it before you put it all together. From AI and RPA to IA 'Intelligent Automation'. How does innovation rise above the red tape? How to innovate in a profession that's often perceived as having a change-averse internal culture? What the jargon means, not just in the correct technical abbreviations but in the potential opportunities for a company. Why there are times you should NOT put the customer first (not when you're testing). Start with the back-end and get that right before you roll it out to clients. Digital anxiety (personal and team's) Identifying the goals of the digital transformation (think about the 'Why? T" rather than just the IT! Understand the 3 Fs so that teams can Fight The "Factors of Failure" OUR GUEST: Waqqas Mahmood is head of Advanced Technology & Intelligent Automation at Baker Tilly Virchow Krause, LLP (Washington) and was previously their Director of Innovation. Prior to that, he was Manager, Advisory - Digital & Emerging Technologies for EY in New York, a co-founder and Board Member of Cambridge Global Advisory, and even worked as a Senior Manager for Research In Motion, makers of the corporate world's original favourite mobile device The Blackberry. A PEO-qualified Engineer, he has an MBA in General Management from Harvard University, where he was Vice-President of their E-Business Society. Connect with him on LinkedIn, or Twitter as @waqqas_mahmood. LINKS: Waqqas mentioned BakerTilly's corporate 'Insights' page here. Read about navigating digital transformation on the AICPA blog page. Find out more about the CGMA's analysis of the digital skills gap facing today's finance professionals. MORE ABOUT OUR PODCAST. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2019 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"It's about that human connection, and HOW they are offering their advice in a way that's relevant, topical and timely to their clients". GBD61. Peter Brill is MD of Netmentor (a content marketing consultancy based in Bristol. He's also a former Director of NWN Blue Squared, specialist accountants to the music and creative industries. He talks to Kyle Hannan (AICPA & CIMA, London) about using context to power a business' social media content, outlining practical new ways that today's professionals can raise their own profiles, promote their expertise in new ways, and help boost the visibility of the accounting profession in non-traditional niches. He shares several interesting examples of how accountants and finance professionals can adapt this to drive their own business forward. We also touch on the difficult question of WHO actually does the work (hint: you may not have to look far). TALKING POINTS: How to attract attention to your accounting business using context as well as content. How to define the 'story' of your organisation. Knowing your clients better. When the press is full of bad headlines, how do you turn negatives into positives? Balancing humour and personality with professionalism. OUR GUEST: Peter Brill is MD of Netmentor and a former non-executive Director of NWN Blue Squared, specialist accountants to the music and creative industries. A trained journalist, he was a media conference team leader at the 2012 London Olympics, lectured in PR at Cambridge Marketing College, headed the PR teams for RAC Motoring Services , one of the UK's leading motoring organisations, and was PR Manager for the motorsport division of Toyota here in the UK. He also works closely with several non-profits in the UK and beyond. Peter focuses on helping organisations find new ways to get noticed in a world of shorter attention spans but increasing amounts of digital content. Connect with him on LinkedIn and on Twitter as @Brill_Mentor LINKS: Digital Mindset pack (free for members). The power of No! How to get rid of the good things in life to make room for the great. The path to creating work-life harmony. If you're an AICPA Store-user, search for Digital Mindset resources here. And that Rihanna video? Search for 'BBHMM' on your website of choice. Just be warned that the original version contains explicit lyrics though there are 'clean' edits out there too. MORE ABOUT OUR PODCAST. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2019 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"People are going to look more to accountants from a SOFTWARE point of view, in how they communicate and in how their taxes are managed". GBD60. Kate Watson, CEO of CMLW Consulting, joins us from Northeastern England. She talks to Kymberley McAdam (AICPA & CIMA, London, UK) about tech perspectives on GDPR and wider data privacy, cloud accounting, and the importance of effective communication in an increasingly automated profession. She shares some useful and practical suggestions about how finance and accounting professionals can up-skill themselves as things change. TALKING POINTS: * how asking questions and doing research helps deliver results for accounting professionals * GDPR and data privacy * cloud accounting * effective communication * technology adoption and strategies * information governance * Making tax digital OUR GUEST: Kate Watson is CEO of CMLW Consulting, a technology broker and trainer who's been working with clients around the world, assisting them with technology and business for more than 30 years. She helps them make the most of the digital world through best use of technology. Connect with her on Linkedin here. She's also on Twitter using the hashtag #AskMrsWatson. LINKS: * Using the CGMA Store? Search for these privacy-related learning materials and resources. * If you're an AICPA Store-user, search its list of technology and data privacy resources here. MORE ABOUT OUR PODCAST. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2019 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"Data Science can help companies optimise how they're carrying out their business... to give the company a much clearer picture of what's valuable and what's problematic". GBD59. Elaine McVey directs the decision science function at TransLoc, a rapidly growing mobility technology company based in the Eastern USA. She tells Jennifer Gardner (AICPA & CIMA, Durham, USA) how business and finance leaders can collaborate with data scientists to tackle real-world business issues. They explore some best practices any large business can adopt when using data science to reveal actionable insights that transform their decision-making. TALKING POINTS: * how finance and business leaders can transform their operations by making data and analytics readily available, * the differences - and overlaps - between data science and decision science (human behaviour), * how Elaine's management experience makes her such a powerful advocate for the application of Agile principles to data science work, * about the best practices any large business can adopt when using data science to reveal actionable insights that transform their decision-making, * just what IS Data Science? * as a business leader, do you NEED to understand it before your business can benefit from it? * ways that business and finance leaders can partner with data scientists, * the differences between 'data science' and 'decision science', * what's holding companies back from making full use of their data? * and, how to make effective use of the data resources a business already has. OUR GUEST: Elaine McVey is Director of Data Science at TransLoc, a fast-growing mobility technology company based in Chapel Hill, USA. She leads the team that creates quantitative tools for mobility decision making. A recurring theme throughout Elaine's career has been improving the processes by which statistics and data science work is done. A data scientist and author of several patents, Elaine has improved the lives of thousands by helping create an innovative type of transportation technology that gives citizens more accessibility to public transport. In early 2019 she was selected for a "Women in Business Award" from the Triangle Business Journal, a leading provider of business news for Raleigh-Durham-Chapel Hill, North Carolina. Elaine received the "Leader in STEM Award", honouring women who have improved the lives of others by helping start a business, product or service in the fields of science, technology, engineering and math. Connect with her at www.linkedin.com/in/eamcvey and on Twitter at @eamcvey LINKS: * Using the CGMA Store? Explore these data-related learning materials and resources. * If you're an AICPA Store-user, see its list of Data Analytics courses here. MORE ABOUT OUR PODCAST. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2019 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"It is very important to use that (strong) language. It's such a competitive arena out there. Why give anyone a reason to NOT buy what you are selling?" GBD58. Julie Holunga is a leadership trainer, speaker and coach who works with CPAs, attorneys and other professional women. She tells Jennifer Gardner of AICPA & CIMA(Durham, USA) about the way we're perceived by others. They unpick how communication is not simply the way we speak but the way we 'show up', how we present ourselves at meetings and in our interactions with others. WE DISCUSS: how what you say can influence your 'brand', identifying the weak words that undermine the way you're perceived by colleagues and clients, choosing leadership language that helps - not hinders - your career progression, and changing the words that you didn't realise could be holding you back. OUR GUEST Julie Holunga is an executive leadership coach who trains and develops corporate women, primarily in the legal, accounting, technology, and professional services fields, who are striving to bring direction, focus, leadership and impact to their careers. Julie started her career working at Harvard University in the Capital Gifts group. She has built relationships with leaders at Wall Street firms leading the efforts to advance women into positions of leadership. Certified as an associate through Emergenetics, Julie spent seven of her formative years living and attending school in France, India, and Hong Kong. Connect with her on Linkedin here. LINKS. JustNotSorry is a Chrome Extension for Gmail will warn you when you use phrases that might be undermining your message. MORE ABOUT OUR PODCAST. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2019 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"Are you looking for incremental improvement, or are you REALLY trying to become a future-oriented organisation?". GBD57. Jennifer Gardner (AICPA & CIMA, Durham USA) talks digital disruption with CPA Technologist David Cieslak aka "Inspector Gadget". Frequently recognised as one of the top 100 most influential figures in the industry, David recently presented a session at the AICPA's CFO 2019 Conference in Chicago. Here, he outlines the drivers of change in today's digital world. WE DISCUSS: How the finance function is changing. The price of digital illiteracy. The mindsets that will help us survive in the digital world. What other skills will finance professionals need beyond just the tech? How do we create our vision for 2025? OUR GUEST: David Cieslak is Chief Cloud Officer and EVP with RKL eSolutions, a leading business process automation consulting firm with offices across the US. In his role, he is responsible for helping companies grow strategically with cloud-based solutions and industry-specific service expertise for ERP, CPM, CRM, AP Automation, and other critical business processes. He is a frequent speaker for the American Institute of Certified Public Accountants (AICPA), California Society of Certified Public Accountants (CalCPA) and other state accounting societies as his alter ego "Inspector Gadget." He is a SAGE Intacct Certified Consultant and holds the GIAC Security Essentials Certification (GSEC). He is the past Chair of the AICPA IT Executive Committee and past president of the California CPA Education Foundation. Awards include Accounting Today's "Top 100 Most Influential People in Accounting" (2001, 2002, 2005 – 2018) and CPA Technology Advisor's "Top 25 Thought Leader" (2011-2018). Connect with him here or on Twitter. LINKS: Find related CPD/CPE resources at the AICPA Store and the CGMA Store. David Cieslak is EVP of RKL eSolutions. MORE ABOUT OUR PODCAST. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2019 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"For CPAs who know about the space already, you've already got the trusted advantage. Now all you need is the blockchain knowledge". GBD56. "TheBitCoinCPA" himself, Kirk Phillips, joins the AICPA & CIMAs's Kyle Hannan to share his passionate interest in how blockchain will transform accounting. Kirk has a niche consulting practice in the crypto blockchain space in addition to pioneering many other projects. He authored the Ultimate Bitcoin Business Guide, The AICPA's Blockchain Fundamentals program, shares his expertise as a tech blogger, and contributes to yBitcoin Magazine and Coindesk. WE DISCUSS: The trust premium Understanding risk and recognising reward. The crypto myths that need shattering. Thoughts on the recent crypto bear market. Dealing with the naysayers OUR GUEST: Bitcoin-super-user and entrepreneur, Kirk Phillips (CPA, CMA, CFE & CPB) is based in Philadelphia in the USA. As an author and educator, he's also an ICO advisor with a deep understanding of blockchain and cryptocurrency. He has recently produced the "Ultimate Bitcoin Business Guide: For Entrepreneurs & Business Advisors" Follow him on social media using @TheBitCoinCPA and on LinkedIn here. LINKS: Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Discover more about TheBitCoinCPA. CONNECT: Share on social using these suggested links and hashtags. #GoBeyondDisruption #Podcast @AICPANews @CIMA_News MORE ABOUT OUR PODCAST. These conversations with our expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"We operate better when we engage. Look up, meet the people and understand the human being behind things". GBD55. As the AICPA & CIMA CFO Conference begins in Chicago, we talk to the Group Chief CFO of Bowmans Law, Jo-Ann Pohl. A qualified chartered accountant and professional banker (PBSA), in 2014 she was named by Euromoney as one of Africa's top 20 rising stars. Jo-Ann is part of the 2013 South Africa Boss of the Year alumni and member of the African Leadership Network (ALN). WE DISCUSS: The growing role of women in corporate and finance positions across fast-developing economies in Africa and beyond. Going beyond the IT: from EQ to MQ - the 'meaningfulness quotient' Practical tips for successful implementation of RPA in corporate finance. The maths of accumulated impact: Creating the "little monsters, the 'little dominoes that can topple the empire state". African proverbs and the 5 truths at the heart of what makes us better leaders, better colleagues, better role models, and better business-people. OUR GUEST: Jo-Ann Pohl has held several CFO, Executive, and Non-exec Director roles in the banking and investment world. These include C-suite positions at Telesure Investment Holdings, Standard Chartered Bank Africa and a senior role heading up the Finance and Shared Services team for Barclays Africa and the Middle East. Her work with start-ups and global corporates has built pivotal expertise in change management, leadership and strategic direction, governance, oversight and external stakeholder management. Jo-Ann also chairs the Board of the Charities Aid Foundation Southern Africa, is a member of the 30% Club Southern Africa Steerco, adjudicates the Technology Top 100 (TT100) and Accenture Innovation Index and Gender Mainstreaming Awards. In addition, she counsels cancer patients and mentors young entrepreneurs and women in business. Connect with Jo-Ann via LinkedIn here. LINKS: Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Visiting the Chicago area this Spring? Join us on the ground or online for the AICPA & CIMA "CFO Conference" in Chicago this April 24-26th 2019. Participate in the 2019 AICPA Women's Global Leadership Summit this November — and experience the support of your women colleagues along the way. CONNECT: Share on social using these suggested links and hashtags. #GoBeyondDisruption #Podcast #AICPAWomenLead @AICPANews @CIMA_News MORE ABOUT OUR PODCAST. These conversations with our expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"What is driving change in our profession? The fuel is TECHNOLOGY". GBD54. We sat down recently at AICPA & CIMA's London Office with Jim Bourke, CPA, CITP, CFF, CGMA, and Managing Director of Advisory Services for US-based WithumSmith+Brown. Visiting the UK on a speaking tour, Jim's passion for the profession is clear as he discusses the technological changes that will offer profound opportunities. He outlines the digital mindsets that will help our profession move forward, and describes the trends that will fuel today's teams as they drive into tomorrow. WE DISCUSS: WHO Drives Digital Change in A Business? How NON-techies drive tech-based transformation. the "Triple A Rating": moving from Advice, through Advocacy, and then to ACTION that drives digital change. OUR GUEST: Jim Bourke is Managing Director of Advisory Services at WithumSmith+Brown. He's a frequent international speaker on technology's relevance to the accounting profession and has written widely on topics related to CPA business technologies. Jim is a member of AICPA, NJSCPA, a past member of AICPA Council and AICPA Board of Directors. Past Chair of the AICPA Tech+ Conference and AICPA CITP Credential Committee, as well as current Chair of AICPA ENGAGE conference. Connect with Jim via LinkedIn here. LINKS: Visiting the Chicago area this Spring? Join us on the ground or online for the AICPA & CIMA "CFO Conference" in Chicago this April 24-26th 2019. Connect via #GoBeyondDisruption @AICPANews @CIMA_News MORE ABOUT OUR PODCAST: New to our podcast and not subscribed yet? Get our shows every week automatically and free. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Share them easily with colleagues and friends by using the icons on your app or media player. ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"To flourish and use AI, a company needs to be proficient in the strategic acquisition of data" GBD53. In a fast-evolving cyber tech landscape, our guest Pratish Sharma advises finance and other organisations on safe practices with their digital footprint. He is a corporate trainer and speaker, an expert in AI (Artificial Intelligence), cybersecurity and RPA (robotic process automation) through Excel & Automated Solutions. Pratish tells AICPA & CIMA's Kyle Hannan what he's learned from years of specialising in IT infrastructure and helping corporates improve the security of their information systems. WE DISCUSS: Business automation and dashboards. Big Data. Chatbots and Accounting Bots. Lawtech The 'trolley' problem. What kind of skills can we learn for the future? How can we safeguard ourselves by knowing more than the 'bots'? Disruption to people as the human workforce is decreased and more roles are automated. Recruitment, talent and headhunting. Do we need to become more creative to protect ourselves from automation? How can organisations think differently and retrain staff instead of reducing? OUR GUEST: 'Digital revolutionary' Pratish Sharma qualified in teaching IT at the ripe old age of 19 and went on to work with city councils running technical courses for local communities around the UK. Pratish helped many people rejoin the workforce in a challenging landscape of mass career change in the era of the IT boom. His current focus is on delivering targeted training programs for finance and business professionals, as well as analysts and technical teams on topics including; forecasting & planning, VBA & automation programming, statistical modelling, artificial intelligence and cybersecurity. In addition, Pratish is involved with mobile technology via the Android Forum, as well as with the emerging scene of the autonomous car. Connect with him on Linkedin here and via social media as @PratishSharma on Twitter. LINKS: Visiting the Chicago area this Spring? Join us on the ground or online for the AICPA & CIMA "CFO Conference" in Chicago this April 24-26th 2019. MotionAI is a chatbot/AI system bought recently by Hubspot SMACC offers full accounting services via a chatbot. MORE ABOUT OUR PODCAST: These conversations with our expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Go deeper. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. #GoBeyondDisruption @AICPANews @CIMA_News ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"Companies need to identify the third parties they work with because if they lose data, YOUR company's going to be facing the problem even though you weren't the one that lost the data'. GBD52. Expert certified 'ethical hacker' and top-rated tech speaker Mike Foster of the Foster Institute took time off from planning conference keynotes to talk to us during a skiing break in Montana. He tells Kyle Hannan (AICPA & CIMA, UK) about the ICT journey that has taken him from the C64s of yesterday to the CTOs of tomorrow. There are some foundational and practical steps to boost organisational protection against increasingly universal vulnerabilities. WE DISCUSS: best practices and strategies. 2-factor authentication. security 'DMZ's for 3rd-party assurance. GDPR and data privacy. the importance of software updates and OS upgrades how to toughen defences. we also break down some of the commonly-used examples of top level jargon like 'bad actors', DMZs, 2FA, system-hardening, 'bloatware', CCPA and 'principle of least privilege'. OUR GUEST: Mike Foster, founder of the Mike Foster Institute (USA) is a Certified Ethical Hacker, Certified Information Systems Auditor, and Certified Information Systems Security Professional. He's delivered more than 1,500 presentations and training sessions around the world and has consulted at hundreds of companies in North America. Connect with him at https://www.linkedin.com/in/themikefoster/ LINKS: Visiting the Chicago area this Spring? Join us on the ground or online for the AICPA & CIMA "CFO Conference" in Chicago this April 24-26th 2019. Want to check if your email address has ever been compromised in a data breach? Use the free website have I been powned. For visitors inside the US, visit Foster Institute.(this won't display for web visitors from outside the USA). For those in the rest of the world, see his LinkedIn page. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. MORE ABOUT OUR PODCAST. These conversations with our expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Hear more. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Skill Up. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect. Use the hashtags #GoBeyondDisruption or follow @AICPANews @CIMA_News. You can email our team at [email protected] and visit our project page at GoBeyondDisruption.com. ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"What you realise is that people don't mind when people have clear boundaries. In fact, they APPRECIATE them". GBD51 Gretchen Pisano and Alexis Robin are co-founders of pLink Leadership, a US-based management consultancy that provides leadership-development, executive coaching, and curriculum-creation. AICPA & CIMA's Jennifer Gardner hears from our guests about an adaptive mindset. Why it matters? How it helps us decide to intervene on behalf of ourselves, speed up how we adapt to a changing world and accommodate volatility in the workplace. CONCLUDING WOMEN'S HISTORY MONTH 2019. Throughout March we've featured a bonus selection of interviews with women who've become movers and shakers in the accounting, finance and business professional sphere. Episodes every Wednesday as usual with 'Friday Focus' shows for some extra weekend inspiration. WE DISCUSS: Boundaries. Making sure staff mindsets are as "nimble and lean" as the company. Developing our own 'complexity of mind' by inviting insights and inputs from those around us. Challenging our own internal biases. Taking an active role in change. The strengths that women bring. How women are naturally wired to have an adaptive mindset - but how this can sometimes get in the way too. The difference between creating a community for the long term, and simply collaborating in the short term. Changing our 'self-talk'. OUR GUESTS: pLink CEO and founding partner Gretchen Pisano has worked with many Fortune 50 clients. A Faculty member of the Business Learning Institute, she also serves on the Board of the Frederick County Fraternal Order of Police Spouses' Association. In addition to her work with senior leaders in many sectors including finance, Gretchen has engaged with leadership in the World Bank and the US military. Connect with her on LinkedIn. As COO of pLink, Alexis Robin deploys 12 years as a coach, consultant, and facilitator, and 17 years in the hospitality and meetings industry. Connect with her on LinkedIn. More about pLink on social via #thinkplink LINKS: Visiting the Chicago area this Spring? Join us on the ground or online for the AICPA & CIMA "CFO Conference" in Chicago this April 24-26th 2019. Participate in the 2019 AICPA Women's Global Leadership Summit this November — and experience the support of your women colleagues along the way. MORE ABOUT OUR PODCAST: Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect via #GoBeyondDisruption #AICPAWomenLead #IWD2019 @AICPANews @CIMA_News ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"We need individuals who are in those different positions of power in the blockchain space to really bring us in to discuss how we can change things before it gets too solidified. There's a LOT of room for change!". GBD50 Daisy Ozim is CEO and co-founder of Resilient Wellness, a California-based public health-technology company designed to empower community-building and empowerment for collective health and sustainability. She talks to AICPA & CIMA's Mballa Mendouga about creating a public health blockchain protocol designed to re-establish cultural medicine access for marginalised sectors of society. We also hear about her work with the Blockchain for Social Justice collective, a platform designed to promote education and access of blockchain technology and cryptocurrency for underserved communities. WOMEN'S HISTORY MONTH. This March we're featuring a bonus selection of interviews with women who've become movers and shakers in the accounting, finance and business professional sphere. Episodes every Wednesday as usual with 'Friday Focus' shows for some extra weekend inspiration. WE DISCUSS - driving innovation alongside social impact - decolonising technology and public policy - putting individuals and communities front and centre - 'poverty pimping' - the social determinants of health OUR GUEST Daisy Ozim is founder/director of Resilient Wellness. She also serves as a board member for the Bay Area Entrepreneurship Alliance where she works to ensure access to resources and support for emerging entrepreneurs. Additional duties as Commissioner for the Alameda Public Health Commission are centred around decolonising philanthropy, technology and public policy. Connect with her on LinkedIn. LINKS. Visiting the Chicago area this Spring? Join us on the ground or online for the AICPA & CIMA "CFO Conference" in Chicago this April 24-26th 2019. Participate in the 2019 AICPA Women's Global Leadership Summit this November — and experience the support of your women colleagues along the way. MORE ABOUT OUR PODCAST. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect via #GoBeyondDisruption #AICPAWomenLead #IWD2019 @AICPANews @CIMA_News ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"As a society we've raised our children to make fear-based decisions unintentionally. Being able to change that mindset to an OPPORTUNITY-based decision really changes the way you think about what is possible for you". GBD49. Lindsay Stevenson, CPA, CGMA is the Vice President of Finance & Tax at 1st Financial Bank USA, and was recognised as one of 2018's "Most Powerful Women in Accounting" by AICPA and CPA Practice Advisor and one of CPA Advisors' 2017 "40 Under 40". She talks to AICPA & CIMA's Jennifer Gardner about challenging fears, finding purpose and leveraging it to positively impact the innovation and success of individuals, organisations and the wider profession as a whole. WOMEN'S HISTORY MONTH. This March we're featuring a bonus selection of interviews with women who've become movers and shakers in the accounting, finance and business professional sphere. Episodes every Wednesday as usual with 'Friday Focus' shows for some extra weekend inspiration. WE DISCUSS * Self-Trust * How fear and trust CAN work together. * the research of Brené Brown on being daring and the power of vulnerability. OUR GUEST. Founder/CEO of Origin Evolution LLC and an Intend2Lead team member, Lindsay Stevenson also received the AICPA Outstanding Young CPA Award in 2017. Passionate about inspiring positivity in the world at large, she serves on a number of professional committees (both at the AICPA and SDCPA) and community boards and is also co-chair of the AICPA ENGAGE conference in 2019. See her LinkedIn profile here. LINKS. Visiting the Chicago area this Spring? Join us on the ground or online for the AICPA & CIMA "CFO Conference" in Chicago this April 24-26th 2019. Participate in the 2019 AICPA Women's Global Leadership Summit this November — and experience the support of your women colleagues along the way. MORE ABOUT OUR PODCAST. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect via #GoBeyondDisruption #AICPAWomenLead #IWD2019 @AICPANews @CIMA_News ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"Have those boundaries. Don't just push through...and sacrifice your lunch, sacrifice your sleep, sacrifice... because that has a bigger impact and risk than if you actually just ask for what you need". Lauren Baptiste is a CPA, former Senior Manager at Ernest and Young (New York) and now CEO of Acheloa Wellness. Her Manhattan-based boutique wellness consulting firm specialises in preventing and transforming stressful corporate cultures that lead to burnout, high turnover and huge staff-attrition costs. She talks to Jennifer Gardner of AICPA & CIMA (Durham, USA) about the crucial importance of making ourselves a priority too. WE DISCUSS: * Burnout. * Building protective boundaries. * Sparking joy. * How WE are not robots. * Becoming a more resilient and effective professional. * Concentrating on one's own relationships, passions and self-care. OUR GUEST. Lauren Baptiste is a certified yoga teacher, reiki healer and New York State CPA with a Bachelor of Science (BS) from Manhattan College. An experienced consultant with a demonstrated history of clients with different sizes, complexities and industries, she's a wellness expert who focuses on issues with burnout, work-life balance and women's health. Connect with Lauren here. WOMEN'S HISTORY MONTH. Throughout March we'll feature a special selection of interviews with women who've become movers and shakers in the accounting, finance and business professional sphere. Episodes every Wednesday as usual, with 'Friday Focus' episodes for some extra weekend inspiration. Don't Miss Out. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Global Voices. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Take it Further. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Stay Connected. #GoBeyondDisruption #AICPAWomenLead #IWD2019 @AICPANews @CIMA_News PERMISSIONS. ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"When technology is put into place the RIGHT way, in ethical ways, we actually create MORE human connection than less" AICPA & CIMA's Jennifer Gardner talks to author, accounting powerhouse and CPA Amy Vetter about ethical ICT-implementation, the power of mentoring, tech-transformation...and yoga. WOMEN'S HISTORY MONTH. This March we're featuring a bonus selection of interviews with women who've become movers and shakers in the accounting, finance and business professional sphere. Episodes every Wednesday as usual with 'Friday Focus' shows for some extra weekend inspiration. WE DISCUSS. * how yoga practice informs the CPA profession and vice versa. * when fear of change is not always a bad thing. * the benefits of going 'NO tech' and disconnecting. * the B3 Method OUR GUEST. CEO of the B3 Method Institute, Board Member for Project Yoga and an Advisory Board Member for Pantheon & Logikcull, Amy Vetter is Technology Innovations Taskforce leader for the AICPA IMTA Executive Committee and a past Board Member for Data Coalition. She was recognised as a "Top 100 Most Influential Person" by Accounting Today, and included in CPA Practice Advisor's list of "Most Powerful Women in Accounting". Find out more via her LinkedIn profile. LINKS. Visiting the Chicago area this Spring? Join us on the ground or online for the AICPA & CIMA "CFO Conference" in Chicago this April 24-26th 2019. Connect with Amy Vetter via her website. Participate in the 2019 AICPA Women's Global Leadership Summit this November — and experience the support of your women colleagues along the way. MORE ABOUT OUR PODCAST. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect via @AmyVetterCPA #GoBeyondDisruption #AICPAWomenLead #IWD2019 @AICPANews @CIMA_News ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"It doesn't mean you have to be best friends with everybody...but just take a moment and recognise that there are people behind processes - and connect into that very simply." This International Women's History Month, we dedicate all of our March episodes to conversations with women driving the future of the accounting and finance professions. Jennifer Gardner (AICPA & CIMA, Durham USA) talks to Canada-based author, speaker and workplace culture architect Carolyn Swora. They discuss the drivers for change in our workplace culture, the concept of VUCA and the value of disconnection. WE DISCUSS: * the speed of change. * multi-generational workplaces. * VUCA * the concept of a leader's 'legitimate power" * purposeful workplace experiences. OUR GUEST: Based in Toronto, Carolyn is the author of "Rules of Engagement: Building a Workplace Culture to thrive in an uncertain world". Connect with her via Pinnacle Culture. LINKS: Join us in in person or online at the AICPA & CIMA Women's Global Leadership Summit in November 2019. Visiting the Chicago area this Spring? Network and learn with your peers at the AICPA & CIMA "CFO Conference" in Chicago this April 24-26th 2019. MORE ABOUT OUR PODCAST: DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. GLOBAL VOICES. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. @PinnacleCarolyn #GoBeyondDisruption #AICPAWomenLead #IWD2019 @AICPANews @CIMA_News PERMISSIONS. ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

In this special IWD2019 episode, four experts share their thoughts on tech and the future of the accounting and finance professions. Hear from Oracle's Kimberly Ellison-Taylor and "Changemaker's Playbook" author Amy Radin. We also feature Jennifer Gardner and Clar Rosso of the AICPA & CIMA. There'll be more at our Women's Global Leadership Summit in late 2019 in California. In our first conversation, Kim Drumgo (Diversity and Inclusion Manager for AICPA & CIMA) talks to Kimberly Ellison-Taylor, a global strategy leader at Oracle, USA. Kimberly has been recognized by Accounting Today as one of the "Top People in Public Accounting—2018" and by CPA Practice Advisor as one of the "2018 Most Powerful Women in Accounting." She was the youngest person, fifth woman, and first person of colour to serve as chairman in the AICPA's 130-year history. They discuss the profession's changing roles, how technology is fuelling them, and the skills they'll require. Next, Kim speaks to "Change Maker's Playbook" author Amy Radin. A C-Suite advisor, AICPA Board Member and global speaker, Amy shares her insights on facing change head-on, how to fuel growth, and becoming a changemaker for one's organisation. We also feature a conversation between AICPA & CIMA Communications Manager Jennifer Gardner and Clar Rosso, the association's Executive Vice-President for Engagement, Learning and Innovation. They discuss the recent release of the World Economic Forum's "Future of Jobs" report, the opportunities that learning opens up for professionals, intentionality, and the skills outlook for 2022. QUOTES: "Technology has really changed how we would have traditionally gone about our careers" - Kymberly Ellison-Taylor "The more diverse your team is, in terms of background, perspective, gender, where they grew up, all of those factors are going to feed a stronger chance of success because you're benefiting from diverse opinions and backgrounds"- Amy Radin. "Learning doesn't always have to be formal so if you spend the time doing the learning and developing the skills that you need, there's a tremendous amount of opportunity "- Jennifer Gardner "We have to be really intentional. Think about what am I doing today that's going to help me develop as an individual and draw value for my organisation...really think about where do I want to be and how do I get there?" - Clar Rosso LINKS: Find out more about the WEF Future of Jobs report and the 2022 Skills Outlook. Read Jennifer Gardner's blog post here. Join us in in person or online at the AICPA & CIMA Women's Global Leadership Summit in November 2019. Visiting the Chicago area this Spring? Network and learn with your peers at the AICPA & CIMA "CFO Conference" in Chicago this April 24-26th 2019. MORE ABOUT OUR PODCAST: DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. GLOBAL VOICES. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. #GoBeyondDisruption #AICPAWomenLead #IWD2019 @AICPANews @CIMA_News PERMISSIONS. ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"Have grit and persevere, no matter WHAT happens, because you are so intrigued and attached to an idea." March's special Women's History Month content series continues. Mballa Mendouga (AICPA & CIMA, Durham, USA) talks to a Hong Kong-born tech disruptor who dropped out of University in her early 20s to launch a multi-million dollar startup called BitSpark. Based in Hong Kong, Bitspark is a remittance platform operating out of Hong Kong which uses blockchain for users to send cash overseas faster at lower exchange rates. It's expanding in traditionally unbanked populations and markets, and also operates a virtual platform for crypto-currency and Bitcoin trading. WOMEN'S HISTORY MONTH: Throughout March we'll feature a special selection of interviews with women who've become movers and shakers in the accounting, finance and business professional sphere. There'll be episodes every Wednesday as usual, with 'Friday Focus' episodes for some extra weekend inspiration. OUR GUEST Maxine Ryan's passion is freedom of financial services for people. In 2014, she co-founded Bitspark, the world's first cash in, cash out blockchain money transfer platformfor Money Transfer Operators which helps business owners send money better via cryptocurrency solutions world wide. She often speaks at tech and finance events, appears on Bloomberg Live and was selected for Forbes 2018 "30 Under 30". Follow her on Twitter via @MaxieRyan and @BitsparksLtd LINKS: Visiting the Chicago area this Spring? Join us on the ground or online for the AICPA & CIMA "CFO Conference" in Chicago this April 24-26th 2019. Connect with Maxine Ryan via LinkedIn and at www.bitspark.io Find out more about blockchain, cryptocurrency and financial inclusion with our related CPD/CPE resources at the AICPA Store and the CGMA Store. MORE ABOUT OUR PODCAST: DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. GLOBAL VOICES. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow Maxine on Twitter via @MaxieRyan and @BitsparksLtd PERMISSIONS. ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"What I like to tell people - part of my methodology - is that you have no more, no more, than TWO professional goals at a time." We begin our month-long special content series for Women's History Month by talking to author, academic and marketing and strategy consultant Dorie Clark. A frequent contributor to the likes of the Harvard Business Review, Entrepreneur and Forbes, she consults and speaks to a diverse range of clients, including Google, the World Bank, Microsoft and Morgan Stanley. In this conversation with Heather O'Connor, Senior Communications Manager for AICPA & CIMA in Durham, USA, Dorie illuminates the topics of personal, professional and organisational reinvention that lie at the core of her best-selling business books. WOMEN'S HISTORY MONTH: Throughout March we'll feature a special selection of interviews with women who've become movers and shakers in the accounting, finance and business professional sphere. There'll be episodes every Wednesday as usual, with 'Friday Focus' episodes for some extra weekend inspiration. OUR GUEST According to the New York Times, Dorle Clark is "...an expert at self-reinvention and helping others make changes in their lives." She is also an adjunct professor of business administration at Duke University's Fuqua School of Business. Dorie is the author of best-sellers "Entrepreneurial You"(named One Of The Top 5 Business Books Of The Year by Forbes), "Reinventing You", and "Stand Out" (Named the #1 Leadership Book of the Year by Inc, Magazine). LINKS: Visiting the Chicago area this Spring? Join us on the ground or online for the AICPA & CIMA "CFO Conference" in Chicago this April 24-26th 2019. Connect with Dorie Clark via LinkedIn or Dorie Clark.com Find out more about strategies for organisational, personal and professional reinvention with related CPD/CPE resources at the AICPA Store and the CGMA Store. MORE ABOUT OUR PODCAST: DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. GLOBAL VOICES. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. STAY CONNECTED. Follow @DorieClark, #GoBeyondDisruption, @AICPANews and @CIMA_News. PERMISSIONS. ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"Buzzwords are about the things that are coming, not the things we already have" Joining us during a business visit to China, Areiel Wolanow is an experienced business leader and former CPA with over 25 years spent working with leading corporations, central banks and financial regulators around the world. He was one of IBM's key thought leaders in blockchain, machine learning, and financial inclusion, a topic particularly close to his heart. Currently serving as insurance industry advisor for the UK Parliament's working group on blockchain, his long experience enables him to shake up perceptions and provide disruptive insights borne of his work at all levels of the profession - as we'll hear in his conversation with AICPA & CIMA's Zinaida Mahmutefendic. WE DISCUSS: Digital transformation of business and organisational activities. AI & RPA and whether they're really as progressive and innovative as we might think. Tactical advantages. Blockchain. Financial Inclusion. RegTech and other buzzwords - GDPR/AI. The other IOT. Is it "Internet of Things" or "Intelligence of things"? OUR GUEST: A US citizen and UK permanent resident, Areiel Wolanow is the managing director of Finserv Experts. With deep experience leading large, globally distributed teams he has led programs of over 100 people through the full delivery life cycle. He's managed budgets in the tens of millions of dollars and delivered projects in over 40 countries around the globe. He is an experienced business leader with over 25 years of experience in business transformation solutions, sales, and execution. He served as one of IBM's key thought leaders in blockchain, machine learning, and financial inclusion. Areiel has deep experience leading large, globally distributed teams; he has led programs of over 100 people through the full delivery life cycle and has managed budgets in the tens of millions of dollars. LINKS: Visiting the Chicago area this Spring? Join us on the ground or online for the AICPA & CIMA "CFO Conference" in Chicago this April 24-26th 2019. Connect with Areiel via LinkedIn or Finserv Experts. Find out more about Tech Trends in the accounting profession with related CPD/CPE resources at the AICPA Store and the CGMA Store. MORE ABOUT OUR PODCAST: DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. GLOBAL VOICES. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow @FinservExperts, #GoBeyondDisruption, @AICPANews and @CIMA_News. PERMISSIONS. ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

"The biggest mistake at CFO level is not focusing on the boring stuff, the stuff that their finance team's getting frustrated by, that's making things inefficient". Andy Carfax became a qualified CMA over two decades ago and previously headed up KPMG's technical EPM delivery team. He now specialises in Enterprise Performance Management as MD of LucaNet UK which provides software that enables Group Consolidated Reporting. Andy talks to Kyle Hannan (AICPA & CIMA, UK) about how CFOs can optimise processes to help mid-tier companies rise above the 'spreadsheet trap'. OUR GUEST: Andy Carfax is the author of several White Papers such as "Report visualisation: From Concept to Deployment" and "From Spreadsheets to Systems". As a consultant, he has worked for Paramount, Shell, and many other well-known names. He specialises in Enterprise Performance Management with a focus on Consolidated Reporting, Finance & Operational Planning, and Business Intelligence. WE DISCUSS: the 'Excel trap' (other brands of spreadsheets are available). how companies make the mistake of spending longer producing than analysing. the origins of the misconceptions that they need to spend millions on innovative solutions to their challenges. how "the niche has become the norm". reducing the potential for a CFO's biggest mistake. how finance and accounting professionals are well-suited to the new ICT-heavy demands of the work they do. LINKS: Visiting the Chicago area this Spring? Join us on the ground or online for the AICPA & CIMA "CFO Conference" in Chicago this April 24-26th 2019 Connect with Andy Carfax via LinkedIn or LucaNet.co.uk Find out more about Enterprise Performance Management with related CPD/CPE resources at the AICPA Store and the CGMA Store. MORE ABOUT OUR PODCAST: DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. GLOBAL VOICES. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social. PERMISSIONS ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserve

"Make sure you engage any resisters in your change process as if they're there to help...but they just don't know how yet" A speaker at AICPA & CIMA's forthcoming "CFO 2019" Conference in Chicago, Dr. Jeremy Lurey is an internationally-respected organisational consultant who has worked at both PWC and Andersen Consulting. Now President & CEO of Los Angeles-based Plus Delta Consulting and Practice Lead for SingerLewak's People & Change Management Advisory Services, he tells Kyle Hannan (AICPA & CIMA, London) how he partners with clients to improve performance and drive adoption of change. TALKING POINTS: The crucial elements of transformation. Change-management. The importance of communications. Delivering successful transformation across the organisation, and that includes the C-Suite. Supporting people to adopt change. Working with those that resist it. Getting projects back on track. OUR GUEST: Before establishing Plus Delta and joining SingerLewak, Dr. Lurey has worked with CBS, Disney, Global Cold Chain Alliance, Health Net, Hulu, Marriott, Midwest Refrigerated, Minnesota Freezer, Mozilla, MTC Logistics, Nestlé, Novartis, Pioneer, Raytheon, Red Bull, Ritz-Carlton, Southern California Edison & St. Joseph Health System. Dr. Lurey has particular expertise in change-management, talent management, technology adoption, process improvement, strategic planning, and leadership and team development. In addition to his work as a consultant, he regularly presents at professional conferences and seminars. He has also authored several publications on change management, organisation-development, succession-planning, leadership excellence, and family business. RESOURCES AND LINKS: The AICPA & CIMA "CFO 2019" Conference books on change management & resistance to change include William Bridges on Managing Transitions. Connect with Dr. Lurey on LinkedIn. Blog posts and videos at www.plusdelta.net. MORE ABOUT OUR PODCAST DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. GLOBAL VOICES. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social. PERMISSIONS ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserve

On 31 January 2019, the Association launched the 2019 CIMA Professional Qualification and the updated CGMA Competency Framework. These are designed to help Management Accountants and their employers understand the knowledge required and skills needed for current and desired roles. This was a core element of the very well-attended Future Of Finance Festival in London, which also featured several keynotes and panel discussions from leading finance and accounting thought-leaders. Among these, which were webcast live on the day, was a forward-looking and revealing presentation which we're now making available in this special bonus episode of our podcast. Dr. Noel Tagoe is AICPA & CIMA's Executive Vice-President of Management Accounting, Research and Curricula. Hear his illuminating presentation on "How Digital Disruption is Driving Radical Transformation of the Finance Function". Get more information and download the white paper "Reinventing Finance for a Digital World" at www.cimaglobal.com/future. MORE ABOUT OUR PODCAST. DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player. GLOBAL VOICES. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social. PERMISSIONS ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved

"The more that we talk about mental health in the workplace, the more employers and organisations need to be prepared for that" New ways that organisations can build employee resilience and create environments which strike a better balance between the 9-to-5 and what makes them thrive. UK-based Lauren Gasser shares her deeply honest and personal journey as she changed tack from working inside the AICPA & CIMA to becoming a yoga teacher, mindfulness coach and podcaster. TALKING POINTS: How to introduce 'mindfulness' into a corporate environment. Safe spaces. Mental Health: honesty and transparency. Yoga and mindfulness for professionals in a corporate environment. Practical ways for a business to enable and prioritise wellbeing in the workplace OUR GUEST: Lauren Gasser is an Oxford-educated Content and Creative strategist, Yoga teacher and podcaster. She is Senior Social Campaigns Manager for Time to Change, an anti-discrimination campaign run by Rethink Mental Illness and Mind. Lauren has also previously worked for The Law Society, Sands (Stillbirth and neonatal death charity), and AICPA & CIMA. RESOURCES: Lauren Gasser on LinkedIn and via her Yoga website AICPA & CIMA resource on what companies can do to improve mental health in the workplace. == MORE ABOUT OUR PODCAST == DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on the media player. GLOBAL VOICES. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social. PERMISSIONS ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved ===CAN'T SEE THE LINKS? TRY THESE=== Connect with Lauren Gasser on LinkedIn at https://www.linkedin.com/in/lauren-gasser-bb231356 . Discover AICPA & CIMA articles about how companies can help employees address mental health issues in the workplace. https://hbr.org/2018/12/what-companies-can-do-to-help-employees-address-mental-health-issues. See the Go Beyond Disruption homepage at https://www.aicpa-cima.com/disruption.html. Skill up with our AICPA Store at https://www.aicpastore.com/GoBeyondDisruption. See resources available via the CGMA Store at https://www.cgmastore.com/products/disruption?utm_source=dis

"Financial figures are the results of decisions, and you need to be involved in the decisions if you want to influence the financial figures". Data is vital. So vital that, when there's no data network infrastructure where your business is based, you have to get it built yourself. This relies on relationships, partnering with mobile phone companies and local government to get it done. Cape Town-based Pieter de Wit is CFO of Afrimat South Africa, a leading black-empowered open pit mining company providing industrial minerals and construction materials. He spoke to AICPA & CIMA's Kyle Hannan shortly before presenting at the late 2018 AICPA 'Finance Transformation' conference in Johannesburg. TALKING POINTS Getting more data and using it better paying attention to the legislative landscape that underpins the business relationships and partnering via a team consolidating ERP systems process by process Change-management. Business dashboards using near to real-time information. Some of the social, political and economic factors unique to the requirements of doing business in South Africa. Transformation. Sustainability. Mining and construction. OUR GUEST Afrimat Limited CFO Pieter de Wit is an experienced Financial Director with over 16 years in senior roles at PWC. He then worked in the mining & metals industry, joining his current company in 2008. Skilled in negotiation, business-planning, internal audit, and Generally Accepted Accounting Principles (GAAP). He also has a Master of Business Administration (MBA) (cum laude) focused in General Business Administration and Management from Stellenbosch University, South Africa. RESOURCES Afrimat Limited is a leading black empowered open pit mining company providing industrial minerals and construction Connect with Pieter de Wit on LinkedIn == MORE ABOUT OUR PODCAST == DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on the media player. GLOBAL VOICES. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social. PERMISSIONS ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved ===CAN'T SEE THE LINKS? TRY THESE=== * Connect with Pieter de Wit on LinkedIn at https://www.linkedin.com/in/pieter-de-wit-4619b210 * See the Go Beyond Disruption homepage at https://www.aicpa-cima.com/disruption.html. * Skill up with our AICPA Store at https://www.aicpastore.com/GoBeyondDisruption * See resources available via the CGMA Store at https://www.cgmastore.com/products/disruption?utm_source=dis

"Most common organisational issues could be solved if we had a better understanding of how individuals and groups operate, and of how those forces impact upon organisations" Author, journalist and researcher Sarah Niblock is Chief Executive of the UKCP, the country's leading body for research, innovation, education and regulation working to advance psychotherapies for the benefit of all. She tells AICPA & CIMA's Kymberley McAdam about the psychotherapist's message of hope and its relevance as a powerful path to organisational transformation for 21st Century business-leaders. TALKING POINTS. What needs to change in the way senior management balances wellbeing with workplace efficiency? How does the pace of change today really impact on modern business executives? What are the gaps in the ways they educate themselves professionally? How do the 19th-century behavioural theories of Freud & co. still offer such powerful potential in the 21st-century workplace? What are the mistakes that corporates make when training and enabling their employees for the realities of today's high-tech, high-efficiency jobs? OUR GUEST. Sarah joined UKCP from the University Of Westminster's School of Media, Arts and Design where she was Associate Dean (Undergraduate). She has a PhD is in psychoanalytic theory/female identity and is an author, journalist and broadcaster who has trained a number of award-winning journalists. She is also an Academic Fellow of the Dart Centre for Journalism and Trauma at Columbia University – and blogs on media ethics, specifically trauma and journalism, for a range of outlets including the BBC. Connect with her on Twitter as @SarahN1block and via LinkedIn. MORE ABOUT OUR PODCAST. DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on the media player. GLOBAL VOICES. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social. PERMISSIONS ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved . ===CAN'T SEE THE LINKS? TRY THESE=== * Connect with Sarah Niblock on LinkedIn at https://uk.linkedin.com/in/sarah-niblock-790b147 * See the Go Beyond Disruption homepage at https://www.aicpa-cima.com/disruption.html. * Skill up with our AICPA Store at https://www.aicpastore.com/GoBeyondDisruption * See resources available via the CGMA Store at https://www.cgmastore.com/products/disruption?utm_source=dis

"The things that come to us easily tend to be the nature of our bias" Khalil Smith is Head of Diversity and Inclusion Practice at the NeuroLeadership Institute (North Carolina, USA). He talks to Kim Drumgo, Director of Diversity and Inclusion (AICPA & CIMA, USA) about the unconscious brain dynamics that feed into biases and assumptions. He reveals how it impacts our work relationships and explains what we can do about it. TALKING POINTS What is Unconscious bias? Who has it? What triggers it? Why do we have it in the first place? What are some simple ways we can start a dialogue about it in the workplace? How it impacts our work relationships and explains what we can do about it. OUR GUEST Khalil brings over 20 years of business experience: from specialising in creating a culture of learning and inspiration at Apple Inc., and demystifying group dynamics through the lens of social science as a consultant. Connect with him as @khalilsmith_ and via LinkedIn. MORE ABOUT OUR PODCAST. DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on the media player. GLOBAL VOICES. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social." PERMISSIONS ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved ===CAN'T SEE THE LINKS? TRY THESE=== * Connect with Khalil Smith at https://www.linkedin.com/in/khalilsmith * See the Go Beyond Disruption homepage at https://www.aicpa-cima.com/disruption.html. * Skill up with our AICPA Store at https://www.aicpastore.com/GoBeyondDisruption * See resources available via the CGMA Store at https://www.cgmastore.com/products/disruption?utm_source=dis

"The future of accounting is in someone who understands guidance and all the rules, (with) the technical 'chops' and knowledge to APPLY that" When accounting legislation changes, accounting businesses have to change as well. Our guest, Mike Whitmire, responded by disrupting a specific niche in the market, transforming his accounting operation by growing his team and developing innovative AI-driven software to help them keep to deadlines and stay on target as they expanded. Speaking from California, he talks to Kyle Hannan (AICPA & CIMA, London) and shares practical tips that many accounting businesses worldwide can benefit from. His own experience would help them remain resilient and attract the right staff as they accommodate the challenges of their own dynamic statutory environments. TALKING POINTS Blending innovative hiring practices with disruptive AI-driven software to optimise teams, the companies they work in and the clients they serve. Practical steps to hire and retain the right people. How to make a business report data faster because you understand it better. Using tools which are available now and which will transform the way the accounting profession delivers even more value in the future. OUR GUEST. Founder and CEO of Los Angeles-based FloQast, Mike Whitmire has led the development of one of the first accounting workflow-management platforms in the US market. It's described as "Close-Management Software by accountants for accountants to help close the books faster and more accurately". Mike previously worked as an auditor at EY (Ernst & Young) as well as Cornerstone OnDemand. He is a CPA, an AICPA educational speaker, and has a BS from the Whitman School of Management. Connect with him at https://www.linkedin.com/in/michaelcwhitmire MORE ABOUT OUR PODCAST. YOUR COMMUNITY. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on the media player. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social." PERMISSIONS. ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved ===CAN'T SEE THE LINKS? TRY THESE=== * Connect with Mike Whitmire via LinkedIn at https://www.linkedin.com/in/michaelcwhitmire * See the Go Beyond Disruption Homepage at https://www.aicpa-cima.com/disruption.html. * Skill up with our AICPA Store at https://www.aicpastore.com/GoBeyondDisruption * See resources available via the CGMA Store at https://www.cgmastore.com/products/disruption?utm_source=dis

""Finance teams are most effective when they've got a clear purpose: when they know WHY the team actually exists"" We begin 2019 with a guest who's an accountant and consultant coach by profession. Duncan Brodie, MD of Goals and Achievements Ltd, has worked with over 5 thousand professionals in the finance field. He tells Oliver Rowe (AICPA & CIMA, London, UK) about what he's learned helping sector professionals and organisations to develop their leadership, management and team-working skills. TALKING POINTS How the skillsets and qualities of teams and their members. have been transformed in the last few years. Routes to the most appropriate and relevant certifications and qualifications. The key drivers for successful finance teams. Moving beyond the financial metrics. The importance of hiring the right team members. How a finance professional looks at what makes a company a 'great place to work'. Defining purpose. Understanding the bigger contribution being made to the organisation's success. OUR GUEST. Duncan Brodie is a CIMA Fellow, Certified Professional Coach and Team Coach Facilitator. He heads Goals and Achievements, a company he set up in 2006 after 25 years in accounting and consulting roles, working for large organisations including the NHS, a retail bank, PwC and EY. He then became Finance Director of a £160m NHS Trust where he led a team of 70 people. He's worked with over 5 thousand accountants and professionals as a coach, mentor and trainer. His articles on EzineArticles have had towards 1 million views, his Udemy course on Presentation Skills has had over 11,000 enrolments, and he's also published 3 ebooks on Amazon. Connect with him at https://uk.linkedin.com/in/duncanbrodie MORE ABOUT OUR PODCAST. YOUR COMMUNITY. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on the media player. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social." PERMISSIONS ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved ===CAN'T SEE THE LINKS? TRY THESE=== * Connect with Duncan Brodie at https://uk.linkedin.com/in/duncanbrodie * See the Go Beyond Disruption Homepage at https://www.aicpa-cima.com/disruption.html. * Skill up with our AICPA Store at https://www.aicpastore.com/GoBeyondDisruption * See resources available via the CGMA Store at https://www.cgmastore.com/products/disruption?utm_source=dis

"Be really clear that you're trying to develop SOLUTIONS... as well as being aware of your own biases, your own motivations for challenging" December's "Human Intelligence" theme concludes with a look at key changes in the field of critical thinking for corporate governance and Boards. Gillian Lees is a Research and Development Specialist in Corporate Governance and Risk-Management. She talks to Harry Domzalski (AICPA & CIMA, UK) about key changes in the field of critical thinking for corporate governance and how it can help company Boards build trust, improve risk-management and create a platform for future success in a changing business world. TALKING POINTS How to build trust in an environment where it can be easily undermined by technological and cultural failures. The importance of the 'human factor' in corporate governance and decision-making. The value of Critical Thinking and how it helps reach better outcomes as finance professionals further develop their roles as trusted business partners. How to use a Business Model Framework alongside better Critical Thinking skills to identify 'pinch points" which highlight the most relevant questions to ask about your business internally and externally. OUR GUEST. Gillan Lees is a Senior Director with the AICPA & CIMA where she is a Research and Development Specialist in Corporate Governance and Risk-Management. She has written and presented widely, has been a guest lecturer at the London School of Economics, and has significant experience with C-suite engagement. See her LinkedIn profile here. RESOURCES. Download the Report: "Managing the Trust P&L: A Toolkit for Boards" . Get this Free HI eBook. As the workplace changes, we'll find ourselves partnering with robots and artificial intelligence which will make our human skills even more valuable. In this eBook, you'll find practical guidance from more than a dozen experts on problem-solving, leadership, emotional intelligence and workplace dynamics to start you on your development journey. Fill out the form here to receive your eBook instantly. == MORE ABOUT OUR PODCAST == YOUR COMMUNITY. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on the media player. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social." PERMISSIONS ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved ===CAN'T SEE THE LINKS? TRY THESE=== * See the Go Beyond Disruption Homepage at https://www.aicpa-cima.com/disruption.html. * Download the Report: "Managing the Trust P&L: A Toolkit for Boards" at https://www.cgma.org/content/dam/cgma/resources/reports/downloadabledocuments/cgma-managing-trust-pl.pdf * Skill up with our AICPA Store at https://www.aicpastore.com/GoBeyondDisruption * See resources available via the CGMA Store at https://www.cgmastore.com/products/disruption?utm_source=dis

"Leaders recognise that skills, knowledge and experience simply won't cut it anymore. They have to change HOW they know things, not just WHAT they know." Another episode in our 'Human Intelligence' strand for December. While many see AI automation as a threat, there are many clear ways to protect and enhance the value that our profession offers. Three-times TED Talks presenter Dr. Alan Watkins offers challenging perspectives on Polymath Integrators and insights on how to avoid being a 1-dimensional leader in an increasingly 3-dimensional world. Alan's also an author and international keynote speaker who's spent the last two decades helping CEOs 'bio-hack' themselves and, as a result, transform their organisations. from a foundation of deep compassion. Some people call this 'disruption' but he prefers to think about it as 'just doing the right thing". FREE NEW 'HUMAN INTELLIGENCE' eBOOK. As the workplace changes, we'll find ourselves partnering with robots and artificial intelligence which will make our human skills even more valuable. In this eBook, you'll find practical guidance from more than a dozen experts on problem-solving, leadership, emotional intelligence and workplace dynamics to start you on your development journey. Fill out the form here to receive your eBook instantly. OUR GUEST: Alan Watkins is founder and CEO of Complete Coherence. As an author and international keynote speaker, he's spent the last two decades helping CEOs 'bio-hack' themselves and, as a result, transform their organisations. WE DISCUSS: * how today's leader can get ahead of the competition. * the threat of being a 1-dimensional leader in an increasingly 3-dimensional world. * how to evaluate the ways leaders can develop themselves and measure the evolution of themselves and their teams. * the conversion of learning into action that leads to development. LINKS: * Alan is founder and CEO of Complete Coherence * CGMA Store resources which can help you understand How to be the most effective leader in your business * Skills up with more from our website about AI & machine learning == MORE ABOUT OUR PODCAST == YOUR COMMUNITY. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on the media player. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social." PERMISSIONS ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved ===CAN'T SEE THE LINKS? TRY THESE=== * See the Go Beyond Disruption Homepage at https://www.aicpa-cima.com/disruption.html. * How to be the most effective leader in your business - https://www.cgmastore.com/product/Executive-Effectiveness-How-to-Be-the-Most-Effective-Leader-in-Your-Business * AI & machine learning - https://www.cgmastore.com/product/ai-machine-learning * Skill up with our AICPA Store at https://www.aicpastore.com/GoBeyondDisruption * See resources available via the CGMA Store at https://www.cgmastore.com/products/disruption?utm_source=dis

"Creative accounting might be frowned upon but creative thinking - innovation - is not. Creativity is a muscle in the brain and requires exercise". Your December podcasts are inspired by our "Human Intelligence"-themed work around the world. This episode features Heather Wright, an international facilitator 20 years into a mission to learn as much as she can about the psychology of influence over our own thinking as well as with those around us. She tells AICPA & CIMA's Samantha Louis, VP for International Advocacy, how we can use it to everyone's advantage, to convert it to usable, teachable material that changes the lives of others. FREE NEW 'HUMAN INTELLIGENCE' eBOOK. As the workplace changes, we'll find ourselves partnering with robots and artificial intelligence which will make our human skills even more valuable. In this eBook, you'll find practical guidance from more than a dozen experts on problem-solving, leadership, emotional intelligence and workplace dynamics to start you on your development journey. Fill out the form here to receive your eBook instantly. OUR GUEST: Heather is Director of Advance Performance, a UK-based company she set up 20 years ago. She is an inspirational speaker and facilitator delivering speeches and workshops to public services and large multinational companies in the UK, Europe, Central America and Australia. A keen sportswoman, she is on a mission to help people understand and use positive behavioural change to transform what we do and how we work - for the better. WE DISCUSS: Starting simply with the routines we already have. Ways to use those routines to achieve better outcomes. Approaches to using technology more appropriately as a 'booster', to direct us rather than distract us. How to exercise our 'creativity and innovation' muscles. The positive power of 'what if'. What teams can do to foster this as an asset inside their organisations. RESOURCES Heather Wright's company, Advance Performance CGMA Store "Lead like a legend: how to master your influence" CGMA Store "MBA Express: creativity and innovation" == MORE ABOUT OUR PODCAST == YOUR COMMUNITY. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on the media player. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social." PERMISSIONS ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved ===CAN'T SEE THE LINKS? TRY THESE=== * See the Go Beyond Disruption Homepage at https://www.aicpa-cima.com/disruption.html. * Find out more about Heather Wright at https://www.advance-performance.co.uk/people/heather-wright/ * Skill up with our AICPA Store at https://www.aicpastore.com/GoBeyondDisruption * See resources available via the CGMA Store at https://www.cgmastore.com/products/disruption?utm_source=disruption-podcast&utm_medium=podcast&utm_campaign=cgmastore&utm_content=show-notes

"We could communicate by email but the pendulum is swinging back. People want face-to-face communication" Our "Human Intelligence" work inspires our December episodes and our guest for the first of them is Dexter Moscow. He shares his depth of insight into how professionals and their teams can rise above the hum of the tech to positively impact and motivate others. Dexter talks to AICPA & CIMA (UK)'s Kyle Hannan about why he loves seeing the lightbulb come on when people finally 'just get it'. OUR GUEST: Author, speaker, and business-influence coach Dexter Moscow has worked closely with Lego, has been QVC's Chief Guest Trainer for the last 16 years, and currently consults with one of the biggest accounting organisations there is. Author of new book "The Moscow Method", Dexter works via audiencedynamics.co.uk WE DISCUSS: the disruptions caused by the cutting out of the 'middle-man" in this new age of disintermediation. What it "disintermediation"? The 3Es +1 formula for building positive, personal impact. The 4 elements of influential presentations. How to create trust by understanding the individual. How to welcome the risks and the rewards of stepping outside of the 'professional gloss'. WE MENTION: The seminal and influential book by Dale Carnegie "How to Win Friends and Influence People". Simon Sinek "Start With Why" TED Talks . Dexter's book "The Moscow Method". FREE NEW 'HUMAN INTELLIGENCE' eBOOK. As the workplace changes, we'll find ourselves partnering with robots and artificial intelligence which will make our human skills even more valuable. In this eBook, you'll find practical guidance from more than a dozen experts on problem-solving, leadership, emotional intelligence and workplace dynamics to start you on your development journey. Fill out the form here to receive your eBook instantly. == MORE ABOUT OUR PODCAST == YOUR COMMUNITY. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on the media player. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social." PERMISSIONS ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved ===CAN'T SEE THE LINKS? TRY THESE=== * See the Go Beyond Disruption Homepage at https://www.aicpa-cima.com/disruption.html. * Find out more about Dexter at www.audiencedynamics.co.uk * Skill up with our AICPA Store at https://www.aicpastore.com/GoBeyondDisruption * Also available via the CGMA Store at https://www.cgmastore.com/products/disruption?utm_source=disruption-podcast&utm_medium=podcast&utm_campaign=cgmastore&utm_content=show-notes

"There is now an RPA solution for everyone's needs. The barriers have dropped. You can start from free. Money isn't an issue." We conclude our November 2018 focus on Robotic Process Automation by talking to RPA expert and author Rob King. He shares his insights based on over 25 years experience as a lean business process and efficiency innovator, a 6 Sigma trainer and Master BlackBelt. ABOUT OUR GUEST: Through his UK-based company Wzard Innovations, he's not only a widely respected Robotic Process Automation (RPA) expert but has recently become an author of new book "Digital Workforce". Rob also works extensively with the RPA Academy. WE DISCUSS: Why RPA = US$3billion...and growing. Jargon-Busting: what's "robotics" got to do with it all? The scale of the opportunities ahead for the accounting and finance profession. What does it practically mean for a business, hands-on? Why is it actually a good idea? What are some practical steps to get started with RPA? RESOURCES WE MENTION: Find out more about Rob on LinkedIn Skill up with RPA Learning Resources on our AICPA Store and the CGMA Store == MORE ABOUT OUR PODCAST == YOUR COMMUNITY. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. DON'T MISS OUT. Go here to get the latest show every week, automatically and free. Share it easily with colleagues and friends by using the icons on the media player. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social." PERMISSIONS ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved ===CAN'T SEE THE LINKS? TRY THESE=== * See the Go Beyond Disruption Homepage at https://www.aicpa-cima.com/disruption.html. * Find out more about Rob on LinkedIn at https://www.linkedin.com/in/rob-king/ * Skill up with RPA Learning Resources on our AICPA Store at https://certificates.aicpastore.com/certificate-programs/robotic-process-automation * Also available via the CGMA Store at https://www.cgmastore.com/search/rpa?page=1&perPage=10&sortBy=mostRecent

"Get really clear about how you want to spend your time. Don't get roped in to attending every holiday party if you don't want to". Not only is it Thanksgiving but it's the end of Q4, finance professionals are closing off the year's sales gaps, new budgets are being set while unspent budgets are being used as quickly as possible – plus there are the school and Christmas/New Year breaks to deal with. That's why our guest has plenty to say about how we can all start to put OURSELVES first and reclaim our lives. ABOUT OUR GUEST: As the USA downs tools for their annual Thanksgiving holiday, our subject matter expert is Regan Walsh, an executive and life coach who's been featured in Harvard Business Review, Forbes and Fast Company. Regan advises professionals overwhelmed by their overtime and underwhelmed by their downtime. She talks to Jennifer Gardner (AICPA & CIMA, USA) about the practical steps to "shed the shoulds" at what can be a really stressful time of year. RESOURCES WE MENTION: The Life Wheel Regan Walsh on Forbes.com and at www.reganwalsh.com The AICPA resource page on Work/Life Balance. CIMA Master Course on Workload Management for Busy Finance Professionals (London, 2018 and 2019) == MORE ABOUT OUR PODCAST == YOUR COMMUNITY. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. DON'T MISS OUT. Go here to get the latest show every week, automatically and free. Share it easily with colleagues and friends by using the icons on the media player. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social." PERMISSIONS ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved ===CAN'T SEE THE LINKS? TRY THESE=== * Project Homepage is https://www.aicpa-cima.com/disruption.html. * AICPA Store is https://www.aicpastore.com/gobeyonddisruption * CGMA Store is https://www.cgmastore.com/products/disruption?utm_source=disruption-podcast&utm_medium=podcast&utm_campaign=cgmastore&utm_content=show-notes

The first of our occasional "Friday Focus" episodes coincides with our current series of Finance Transformation conferences being held in mid-November 2018 in New York, London and Johannesburg. Alvin Liew presents at the Johannesburg conference and brings a global perspective to this expanding market. He talks to Andy Harris (AICPA & CIMA, UK) about the qualities, traits, and professional opportunities that today's millennials will factor in on their journeys to becoming tomorrow's CFOs. == MORE ABOUT OUR PODCAST == YOUR COMMUNITY. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. DON'T MISS OUT. Go here to get the latest show every week, automatically and free. Share it easily with colleagues and friends by using the icons on the media player. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social." PERMISSIONS ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved ===CAN'T SEE THE LINKS? TRY THESE=== * Project Homepage is https://www.aicpa-cima.com/disruption.html. * AICPA Store is https://www.aicpastore.com/gobeyonddisruption * CGMA Store is https://www.cgmastore.com/products/disruption?utm_source=disruption-podcast&utm_medium=podcast&utm_campaign=cgmastore&utm_content=show-notes

"Maybe there's a missing link...Analysis alone won't suffice." Our subject matter expert this week is CIMA member Peter Simons. He talks to Kyle Hannan (AICPA & CIMA, UK) about emotional intelligence, soft skills, competition, lean process, influence and insight, and the importance of management accounting as an 'engaged' profession. OUR GUEST: A Development and Innovation Specialist with AICPA & CIMA (UK), Peter has a Finance MBA and a long track record of innovative and illuminating research that explores the future of finance. RESOURCES: Explore leading research and reports on these topics by visiting CGMA.ORG and clicking on 'reports'. Contact Peter and the research team by emailing [email protected]. == MORE ABOUT OUR PODCAST == YOUR COMMUNITY. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. DON'T MISS OUT. Go here to get the latest show every week, automatically and free. Share it easily with colleagues and friends by using the icons on the media player. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social." PERMISSIONS ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved ===CAN'T SEE THE LINKS? TRY THESE=== * Project Homepage is https://www.aicpa-cima.com/disruption.html. * AICPA Store is https://www.aicpastore.com/gobeyonddisruption * CGMA Store is https://www.cgmastore.com/products/disruption?utm_source=disruption-podcast&utm_medium=podcast&utm_campaign=cgmastore&utm_content=show-notes

"With the recent release of watchOS5, we've realised that there's an opportunity to share even more insights with our listeners". Out and about this weekend? Want to reduce your screen time though not your podcast-listening time? Here's a quick introduction to something new we'll be bringing you very soon. These podcasts will soon be going beyond the week...and offering you the occasional "Friday Focus" episode for the weekend too. They'll be related to particular events like conferences, editorial themes or Awareness Days. == MORE ABOUT OUR PODCAST == YOUR COMMUNITY. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. DON'T MISS OUT. Go here to get the latest show every week, automatically and free. Share it easily with colleagues and friends by using the icons on the media player. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social." PERMISSIONS ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved ===CAN'T SEE THE LINKS? TRY THESE=== * Project Homepage is https://www.aicpa-cima.com/disruption.html. * AICPA Store is https://www.aicpastore.com/gobeyonddisruption * CGMA Store is https://www.cgmastore.com/products/disruption?utm_source=disruption-podcast&utm_medium=podcast&utm_campaign=cgmastore&utm_content=show-notes

"This change is people first, then technology, and not the other way around". We're focusing on Robotics and Process-Automation this month, and our guest is just the man to outline how Human Intelligence should accompany RPA to transform a business at scale. Chris Argent talks to AICPA & CIMA's Kyle Hannan about the challenges faced by high performers. Chris will be a speaker at our forthcoming "Finance Transformation" conference in London and offers a deep and valuable experience of change in the profession. OUR GUEST: Chris Argent is a Business Intelligence and Analytics Programme Lead for Vodafone. He has moved from finance into finance transformation so is perfectly positioned to understand the challenges faced by high-performers in the profession as well as how they can develop themselves using what he calls a "loop of continuous improvement" Follow Chris at @ChristopherJLA and @GenerationCFO WE DISCUSS: changes in the finance profession sparked by RPA plugging the education gap in the profession how professionals are learning and developing themselves via networks and peers The tangible value of 'intangible' data How technology can enhance 'Performance Management' RESOURCES WE MENTION: Discover Gil Scott-Heron's seminal song "The Revolution Will Not Be Televised" via Wikipedia. The AICPA-CIMA '"Finance Transformation" Conferences Chris' online community Generation CFO == MORE ABOUT OUR PODCAST == YOUR COMMUNITY. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. DON'T MISS OUT. Go here to get the latest show every week, automatically and free. Share it easily with colleagues and friends by using the icons on the media player. TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social." PERMISSIONS ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved ===CAN'T SEE THE LINKS? TRY THESE=== * Project Homepage is https://www.aicpa-cima.com/disruption.html. * AICPA Store is https://www.aicpastore.com/gobeyonddisruption * CGMA Store is https://www.cgmastore.com/products/disruption?utm_source=disruption-podcast&utm_medium=podcast&utm_campaign=cgmastore&utm_content=show-notes

"In today's global marketplace, more and more decisions to do business with people and organisations are driven by their security posture" On this final day of Cyber Security Awareness Month in the USA and CyberSec Month in the EU, we talk about the practical realities - and the recommended best practices - surrounding cyber risk assessments. OUR GUEST: Anthony Hargreaves is currently Director at RSM and an AICPA resource-contributor. An IT Auditor with many years of experience across the world, he's worked with all types of clients. From Seattle, he talks to AICPA & CIMA team members Liz Rock (Durham, NC) and Lindsay Patterson (Washington). WE DISCUSS: Why are cyber risk assessments so important? How complex are they? What's a Risk Register? What are the most common risks organisations face? Best practices for companies of all sizes, from 10 questions on an Excel spreadsheet to a global-scale Governance Risk and Compliance exercise. RESOURCES WE MENTION: www.COSO.org More about Anthony Hargreaves http://not.aicpastore.com/speakers/anthony-hargreaves Read his article on "5 Steps to a Scaleable Cybersecurity Programme" on our website at https://www.aicpa-cima.com/news/5-steps-for-a-scalable-cybersecurity-program.html Keep up-to-date on cybersecurity trends and threats: the AICPA's Cybersecurity Resource Center is a great place to start. https://www.aicpa.org/cybersecurity?cid=referral:Insights:CyberMonth:view:aicpa&utm_medium=referral&utm_source=Insights&utm_campaign=CyberMonth&utm_content=view Using the CGMA website? See our risk-management resources at https://www.cgmastore.com/products/risk-management-and-internal-control?page=1&perPage=10&sortBy=mostRecent == MORE ABOUT OUR PODCAST == It's recorded by a growing team of AICPA & CIMA staff from offices across the world. DON'T MISS OUT. Get the latest show every week, automatically and free, at https://www.aicpa-cima.com/disruption.html. Share it easily with colleagues and friends by using the icons on the media player. TAKE IT FURTHER. Find related CPD/CPE resources at https://www.aicpastore.com/GoBeyondDisruption and https://www.cgmastore.com/GoBeyonddisruption. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social." ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved

"In order to learn more...you have to become uncomfortable. You have to get out of your comfort zone! You have to get out there and talk to people". Peter Rehm is our first returning guest on the podcast and describes himself as "a CPA who is also a technologically-orientated blockchainer". In the last week of Cyber Security Awareness Month in the USA and CyberSec Month in the EU, he talks to London-based AICPA & CIMA staffer Kyle Hannan about why people and companies may want to be paid in cryptocurrency. OUR GUEST: Peter Rehm is based in Atlanta and is a CPA who has presented with the AICPA on blockchain and supply chain. He's part of an Atlanta-based 3000-member Blockchain community called TAB (The Atlanta Blockchain. See https://www.linkedin.com/in/blockchaincpaexpert WE DISCUSS: * Why Atlanta, in Georgia, is a pivotal centre of the online transactional economy. * Why professionals are looking at CC in a different way to most of the rest of us. * How a finance professional sees cryptocurrency (CC). * Good practices when being offered payment in CC. * The most important things to implement when you're going to hold cryptocurrency. * The size of the global cryptocurrency economy. * The most common forms of crypto security, including 'hardware' wallets, 'hot' and 'cold' wallets, 'crypto steel', "multi-sig" wallets and more. * Common cryptosecurity pitfalls and how to avoid them. RESOURCES WE MENTION: * Skill up with our AICPA COSO Enterprise Risk-Management Certificate Programme. * In London later this year? Come along to our AICPA & CIMA CyberSecurity Europe conference on the 11th and 12th December. * Find out more about the crypto economy at www.MarketCap.com. * Consult the Vocabulary tab at www.bitcoin.org. * Get the inside track from Jameson Lopp at www.lopp. net. == MORE ABOUT OUR PODCAST == It's recorded by a growing team of AICPA & CIMA staff from offices across the world. DON'T MISS OUT. Get the latest show every week, automatically and free, at https://www.aicpa-cima.com/disruption.html. Share it easily with colleagues and friends by using the icons on the media player. TAKE IT FURTHER. Find related CPD/CPE resources at https://www.aicpastore.com/GoBeyondDisruption and https://www.cgmastore.com/GoBeyonddisruption. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social." ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved

"Smishing is a funny term to describe a very serious problem that's going to be more and more prevalent" Rod Griffin is Director of Public Education at Experian, a leading credit reporting agency which aggregates information on over 1 billion individuals and businesses around the world. Speaking from the company's head office in Texas, Rod tells AICPA & CIMA's Orlando-based Samantha Delgado about how people can protect themselves against fraud and identity-theft and disrupt them right back. OUR GUEST: Rod Griffin leads Experian's US education initiatives and oversees their financial literacy grant programme. Catch up with his blog on the Experian website. WE DISCUSS: "smishing", "vishing" and "phishing". the most common types of scams. how fraudsters work. how they steal information. what to watch out for. how to defend against scams. basic, practical ways to protect yourself and your business against potentially fraudulent activity. RESOURCES: Skill up with our AICPA COSO Enterprise Risk-Management Certificate Programme. See Experian's Fraud and Credit Education portal. In London later this year? Come along to our AICPA & CIMA CyberSecurity Europe conference on the 11th and 12th December. == MORE ABOUT OUR PODCAST == It's recorded by a growing team of AICPA & CIMA staff from offices across the world. DON'T MISS OUT. Get the latest show every week, automatically and free, at https://www.aicpa-cima.com/disruption.html. Share it easily with colleagues and friends by using the icons on the media player. TAKE IT FURTHER. Find related CPD/CPE resources at https://www.aicpastore.com/GoBeyondDisruption and https://www.cgmastore.com/GoBeyonddisruption. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social." ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved

" Information security and IT are two rather different things, and organisations don't realise that yet". As EU CyberSec Month and USA Cybersecurity Awareness Month continue, so does our focus on online safety for business. Cybersecurity expert Lisa Traina introduces AICPA & CIMA staffer Julia Woislaw to the world of 'ethical hacking', a technique which saw her featured on NBC news. OUR GUEST: Lisa deploys over 30 years of experience as a CPA, CITP, and CGMA to assist financial institutions, nonprofit organizations, hospitals, professional services firms, and other organizations in implementing measures to secure data and manage risks. WE DISCUSS: Common cybersecurity issues that any business should identify and fix as a priority. What a 'white hat' hacker is. Why a business may actually WANT to be hacked. The 5 Steps that every business should take to boost their defences against cyber threats. RESOURCES Skill up with our AICPA COSO Enterprise Risk-Management Certificate Programme. In London this December? Come along to our AICPA & CIMA CyberSecurity Europe conference on the 11th and 12th December. Find Lisa Traina on LinkedIn. == MORE ABOUT OUR PODCAST == It's recorded by a growing team of AICPA & CIMA staff from offices across the world. DON'T MISS OUT. Get the latest show every week, automatically and free, at https://www.aicpa-cima.com/disruption.html. Share it easily with colleagues and friends by using the icons on the media player. TAKE IT FURTHER. Find related CPD/CPE resources at https://www.aicpastore.com/GoBeyondDisruption and https://www.cgmastore.com/GoBeyonddisruption. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social." ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved

"This whole space is very volatile and very technical...so it's important to think carefully and to do your homework before putting your capital to work" In conversation with Linsday Patterson (AICPA & CIMA, Washington DC), Dr. Smith shares how his work and research on blockchain and accounting technology enables him to offer some welcome illumination on this occasionally opaque intersection of technology, finance, and entrepreneurship. OUR GUEST: Dr. Sean Stein Smith is a Member of the Advisory Board of the Wall Street Blockchain Alliance and an Inc. columnist. An Assistant Professor at Lehman College (CUNY), Dr. Stein is part of the AICPA Leadership Academy Class (2017), was named a "40 under 40" in the accounting profession by CPA Practice Advisor (2017), and a Young Professional of the year by the IMA (2016). == MORE ABOUT OUR PODCAST == It's recorded by a growing team of AICPA & CIMA staff from offices across the world. DON'T MISS OUT. Get the latest show every week, automatically and free, at https://www.aicpa-cima.com/disruption.html. Share it easily with colleagues and friends by using the icons on the media player. TAKE IT FURTHER. Find related CPD/CPE resources at https://www.aicpastore.com/GoBeyondDisruption and https://www.cgmastore.com/GoBeyonddisruption. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social." ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved

"Security is a table stakes business-survival matter" This October is National Cyber Security Awareness Month in the USA and CyberSecMonth across the EU. On the eve of this month-long focus on the safety and resilience of the internet, we talk to an expert who reveals why it's something that every business should prioritise EVERY day of the year. Kyle Hannan (AICPA & CIMA, London) talks to Tim O'Hara, a Chicago-based IT Solutions Adviser and cybersecurity consultant. OUR GUEST: Tim's clients include C-Level Executives in Finance, Operations, and IT cycles of Fortune 500 and mid-sized named accounts covering financial services, manufacturing, retail, business services, non-profits and consumer goods, telecommunications, media, and government. Founded on his CPA, CGMA and Internal Control Certifications, Tim mastered transaction processing, financial reporting, business information exchanges (B2B, B2C, B2G, G2G) and fraud. He is also a technical reviewer of the AICPA's COSO Enterprise Risk-Management Certificate Programme. Find out more about Timothy O'Hara on LinkedIn WE DISCUSS: how to understand the risks posed by cyber attacks how to build resilience, defences and awareness in response. effective, practical and achievable steps which any company can take RESOURCES MENTIONED: AICPA COSO Enterprise Risk-Management Certificate Programme CyberSecurity Europe (2 Day Event in London) == MORE ABOUT OUR PODCAST == It's recorded by a growing team of AICPA & CIMA staff from offices across the world. DON'T MISS OUT. Get the latest show every week, automatically and free, at https://www.aicpa-cima.com/disruption.html. Share it easily with colleagues and friends by using the icons on the media player. TAKE IT FURTHER. Find related CPD/CPE resources at https://www.aicpastore.com/GoBeyondDisruption and https://www.cgmastore.com/GoBeyonddisruption. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social." ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved

"What's ordinary to accountants is extraordinary to everyone else...and that's your unique skill-set". In addition to her work with AICPA & CIMA's CPD Academy programmes, Andi Lonnen is a qualified ACCA, a financial trainer, a speaker, and an author. She makes a difference to her clients by making finance fun for business professionals! Research carried out for CIMA's report Ready for business: bridging the employability gap (February 2014) identified that today's finance professionals need more than just the technical skills required to produce accounting and financial information but also the ability to lead and influence people within the organisation. That's why our guest's insights are so timely. Andi tells episode-host Peter Biggenden (AICPA & CIMA, London) about bridging the "knowing-doing" gap, the power of online media, webinars and podcasts as professional development tools, and the transformation offered by moving from service-provision to business partnering. WE DISCUSS: sharing best practices for webinars gained from working with the CPD Academy programme delivering effective online learning without worrying about the tech appreciating the unique abilities and skills of those in the accounting profession finance for non-finance professionals being what accountants are born to be, and doing what they're born to do: add value RESOURCES MENTIONED Find out more about Andi Lonnen Read the AICPA & CIMA/KPMG joint report on Mastering Finance Business Partnering == MORE ABOUT OUR PODCAST == It's recorded by a growing team of AICPA & CIMA staff from offices across the world. DON'T MISS OUT. Get the latest show every week, automatically and free, at https://www.aicpa-cima.com/disruption.html. Share it easily with colleagues and friends by using the icons on the media player. TAKE IT FURTHER. Find related CPD/CPE resources at https://www.aicpastore.com/GoBeyondDisruption and https://www.cgmastore.com/GoBeyonddisruption. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social." ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved

"We're not robots, we're people. And it's PEOPLE that get things done, together". Samantha Watson (AICPA & CIMA, London) talks to specialist people-developer, speaker, and trainer Clare Haynes of Wildfire. They discuss the differences between Emotional Intelligence and Emotional Quotient, the ways that they contribute to a better-functioning workplace environment, and how it can help when having difficult conversations. OUR GUEST: Clare Haynes has a psychology background and a career which has spanned communications, sport, sales and fundraising in media, charity and public sectors. Based in Warwickshire, UK, she is a professional speaker for membership organisations and companies. WE DISCUSS: Reinventing what meetings are for. Taking better action by taking things slower. Balancing introversion and extroversion. Getting away from technical details and task-related activities. Making agreements that really count by basing them on mutual understanding. RESOURCES MENTIONED: Clare Haynes at www.wildfireatwork.co.uk. Search online for Daniel Goleman, often referred to as 'the father of emotional intelligence'. CPD Academy (25 September 2018) https://www.cimaglobal.com/Events/Events/CIMA-CPD-Autumn-Academy/ CPD Academy (5 December 2018) https://www.cimaglobal.com/Events/Events/CIMA-CPD-Winter-Academy/ Clare is delivering a session at both events. == MORE ABOUT OUR PODCAST == It's recorded by a growing team of AICPA & CIMA staff from offices across the world. DON'T MISS OUT. Get the latest show every week, automatically and free, at https://www.aicpa-cima.com/disruption.html. Share it easily with colleagues and friends by using the icons on the media player. TAKE IT FURTHER. Find related CPD/CPE resources at https://www.aicpastore.com/GoBeyondDisruption and https://www.cgmastore.com/GoBeyonddisruption. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social." ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved

"There are three things leaders need to do: Lead themselves, influence others and drive change". From AICPA & CIMA's office in London, UK, Andy Harris talks to Mark Fritz, a global leadership speaker, mentor, author, CIMA-presenter, and professor. Mark is most often associated with the phrase "Own It" and is well-known for his popular and practical presentation "Why You Never Wash A Rental Car". WE DISCUSS: In this episode, Andy and Mark discuss some pivotal issues and uncover some practical steps on the path beyond disruption in the virtual workplace. Why is accountability so important? What's so crucial about owning outcomes? How do virtual managers use tech to get the best results for themselves and their teams? What's the value of the Productive 'No'? Mark also shares his online tool and mobile app designed to help managers develop themselves and move from reflex actions to reflective action. There's more at http://www.markfritzonline.com. FURTHER RESOURCES: Leadership excellence workshop – 20 September - https://www.cimaglobal.com/Events/Events/Leadership-excellence-workshop-Essential-skills-for-upgrading-your-leadership-/ Honing your leadership skills webcast (CGMA Store only) – 26 September - https://www.cgmastore.com/product/honing-your-leadership-skills For virtual team-related programmes and learning modules on our UK site, see https://www.cgmastore.com/product/Managing-Decentralized-Workforces (Fees in GBP). == MORE ABOUT OUR PODCAST == It's recorded by a growing team of AICPA & CIMA staff from offices across the world. DON'T MISS OUT. Get the latest show every week, automatically and free, at https://www.aicpa-cima.com/disruption.html. Share it easily with colleagues and friends by using the icons on the media player. TAKE IT FURTHER. Find related CPD/CPE resources at https://www.aicpastore.com/GoBeyondDisruption and https://www.cgmastore.com/GoBeyonddisruption. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social." ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved