Episodes

  • Whether you like the phrase or not, “The Great Resignation” is real. People are leaving work in droves. That’s presenting challenges for employers. How do we find the right people? How do we keep them? How do we understand what they want?
    Gabrielle Bosche is a bestselling author, two-time TEDx speaker, and is frequently called upon to speak and consult on millennial motivation and engagements for Fortune 500 Companies, presidential campaigns, and government agencies. She’s also going to be the keynote speaker at the MACPA’s 2022 Business and Industry Conference.
    She says understanding what employees want often comes down to a single word. Purpose. Does your organization stand for something significant beyond just making money? And do they understand how their jobs help bring people closer to realizing that purpose?
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    http://gabriellebosche.com (gabriellebosche.com)
    Instagram: https://www.instagram.com/gabriellebosche/ (@gabriellebosche)
    https://www.gallup.com/workplace/389807/top-things-employees-next-job.aspx (The Top 6 Things Employees Want in Their Next Job)
    https://hbr.org/2022/03/to-retain-employees-support-their-passions-outside-work (To Retain Employees, Support Their Passions Outside Work)
    https://www.fastcompany.com/90737565/why-the-great-resignation-is-far-from-over (Why the Great Resignation is far from over)

    Future-Proof is produced and published by http://crate.media (Crate Media).

  • In this episode, we look at recent tax changes through a regulatory and compliance lens with Sona Akmakjian. Sona is Avalara’s Senior Director of Global Accounting Strategic Partnerships. She’s also a CPA with 29 years of transactional tax services and automation experience. Sona talks about the impact the pandemic has had on business and taxes, including things like e-commerce, the supply chain, the workforce, and its overall impact on tax compliance. We also talk about Wayfair, where we stand now that the Supreme Court’s decision to grant states the authority to tax remote sales is almost four years old, digital transformation, and the use of technology moving forward as the landscape continues to change.To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).Resources:https://www.avalara.com/ (avalara.com)https://www.avalara.com/us/en/research/tax-changes.html (Avalara tax changes 2022)Future-Proof is produced and published by http://crate.media (Crate Media).

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  • Mike Manspeaker is an Assurance Services Partner with Smith, Elliott, Kearns & Company in Maryland and has over 40 years of experience working with private companies and employee benefit plans. He is also very active in the peer review process, performing them as the CPA on Staff for Coastal Peer Review, an organization that administers reviews for North Carolina and Maryland firms. Mike is also a member of the AICPA Accounting and Review Services Committee. And, he serves on the Auditing Standards Board Attestation Standards Task Force as well as the Audits of Less Complex Entities Task Force. If it’s not clear already, when it comes to the regulation of our profession, Mike knows his stuff. There’s a lot going on in this area that accounting and finance professionals need to know about. Tune in.Resources:LinkedIn: https://www.linkedin.com/in/michael-manspeaker-cpa-077a8268/ (linkedin.com/in/michael-manspeaker-cpa-077a8268)Future-Proof is a production of http://crate.media/ (Crate Media)

  • What you’re about to hear is an incredible true story about resilience, perseverance, and strength while creating and growing a business from scratch – all while dealing with some of the most devastating news a person could face. Kelly Mann is a CPA and the co-founder and CEO of AuditMiner, a tool that is used by CPAs to save time and increase quality in their 401(k) audits. There’s no better way to close out Women’s History Month than by hearing more about this amazing journey — taken by one of the most amazing women you’re likely to meet these days.To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).Resources:https://www.linkedin.com/in/kelly-mann-cpa/ (linkedin.com/in/kelly-mann-cpa)https://www.caringbridge.org/visit/kellymann (caringbridge.org/visit/kellymann)https://maxwelldavies.com/10-causes-of-stress-for-small-business-owners/ (10 causes of stress for small business owners, and how to cope)Future-Proof is a production of http://crate.media (Crate Media)

  • The pipeline into the CPA profession is always an important topic for the future of our industry. How do we make the profession more appealing to young people deciding where to place their future?
    Jerry Maginnis recently released a new book titled "Advice for a Successful Career in the Accounting Profession: How to Make Your Assets Greatly Exceed Your Liabilities." He is a former managing partner at KPMG's Philadelphia office who is now an executive in residence who supports the Accounting Program at Rowan University in New Jersey, where he helps prepare students for their transition from academia into the workforce.
    He talks about the types of advice he's offering young professionals these days, including the importance of working with your strengths, embracing change, and avoiding burnout. He also offers some thoughts for veterans in the profession — including how we can best welcome new folks into the profession and how we can keep them here once they arrive.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    https://linktr.ee/jerrymaginnis (linktr.ee/jerrymaginnis)
    Read: https://www.amazon.com/Advice-Successful-Career-Accounting-Profession/dp/1119855284 (Advice for a Successful Career in the Accounting Profession: How to Make Your Assets Greatly Exceed Your Liabilities)
    https://www.journalofaccountancy.com/news/2021/nov/bright-future-young-cpas.html (A bright future ahead for young CPAs - Journal of Accountancy news)

    Future-Proof is a production of http://crate.media (Crate Media)

  • Pascal Finette is co-founder and "chief heretic" with be radical, which researches, develops, and teaches tools and frameworks designed to transform their clients into practical futurists and successful disruptors.
    He recently gave a talk as the keynote speaker at the Digital CPA Conference, where he spoke about the correlation between disruption and "state changes" – moving from one state to another, like solid to liquid to gas
    He talks about what happens to our skills, our processes, and our existing strategies when we encounter state changes like this. We also explore how we have to change our mindsets and ask different, better questions to arrive at solutions for today's problems.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    https://finette.com/ (finette.com)
    LinkedIn: https://www.linkedin.com/in/pfinette (linkedin.com/in/pfinette)
    https://theheretic.org/ (theheretic.org)
    https://beradicalgroup.com/ (beradicalgroup.com)
    https://www.su.org/ (su.org)
    Read: https://www.amazon.com/dp/B074N3HD61/ (Unsafe Thinking: How To Be Nimble and Bold When You Need It Most)

    Future-Proof is a production of http://crate.media (Crate Media)

  • It pays to be curious. The role that curiosity plays in wellness and well-being, emotional intelligence, and the benefits it offers to leaders are vastly underrated.
    Todd Kashdan literally wrote the book on curiosity. He is a professor of psychology at George Mason University and he founded George Mason’s Well-Being Lab. Winner of the 2013 Distinguished Early Career Researcher Award by the American Psychological Association, his work has been featured in media outlets throughout the world. He’s the author of five books, including “Curious? Discover the Missing Ingredient to a Fulfilling Life.”
    We talk about his definition of curiosity, the connection between it and wellness, how curiosity can help us find a little more purpose and meaning in our lives, and how finance and accounting pros can foster a greater sense of curiosity in their work.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    https://toddkashdan.com/ (toddkashdan.com)
    Read: https://toddkashdan.com/curiosity/ (Curious?) By Todd Kashdan
    Learn more about Todd’s new book, https://toddkashdan.com/the-art-of-insubordination/ (The Art of Insubordination)
    Read: https://amorebeautifulquestion.com/book-a-more-beautiful-question/ (A More Beautiful Question) by Warren Berger
    Read: https://halgregersen.com/books/questions-are-the-answer/ (Questions are the Answer) by Hal Gregerson
    https://www.fastcompany.com/3045148/8-habits-of-curious-people (8 Habits of Curious People)

    Future-Proof is a production of http://crate.media (Crate Media)

  • As we’re wrapping up Black History Month and recognizing the contributions of Black Americans, we are closing down the month with a bit of a look ahead. We’re still taking stock of achievements from our past, but this time we’re doing it with an eye toward the future as well.Joining that conversation, today, is Dalton Tong. He’s a CPA and a CGMA with a career that’s steeped in health care and health management, in addition to accounting and finance. He's been a senior lecturer at the Carey Business School at Johns Hopkins University since 2014. Before that, he worked as Vice President, Executive Vice President, and President and CEO of the Greater Southeast Healthcare System, and as Vice President of Finance at Harbor Hospital Center, formerly South Baltimore General Hospital.Tong has a number of achievements to his name, but rather than talking about them, he wanted to discuss and highlight the impact those achievements may have on the future generation of CPAs. He calls it “showcasing possibility,” letting future generations know what’s possible so that they can step forward with confidence and hope.To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).Resources:https://carey.jhu.edu/faculty/faculty-directory/dalton-tong-mba-cpa-cgma-fache-fhfma (Dalton Tong, MBA, CPA, CGMA, FACHE, FHFMA)https://www.accountingtoday.com/news/limited-pipeline-biggest-challenge-in-advancing-de-i-survey-finds ('Limited pipeline' biggest challenge in advancing DE&I, survey finds | Accounting Today)Future-Proof is a production of http://crate.media (Crate Media)

  • Cybersecurity is more important than ever before. This is not just something that business leaders have to worry about. Everyone, from the top to the bottom of your organization, is responsible for cybersecurity.
    Clar Rosso is the CEO of (ISC)^2, or ISC squared, as it’s written. They bill themselves as the world’s leading cybersecurity professional organization. They have more than 160,000 certified members throughout the world, and they’re committed to helping their members learn, grow, and thrive so they can help keep all of us a little safer. Before joining (ISC)2, she worked in communications for the California Society of CPAs and as an executive with the American Institute of CPAs.
    She helps us understand just how big the threats are; what businesses should be doing to protect themselves, their employees, and their clients; and what remote employees should be doing to protect their employers.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    https://www.isc2.org/ (isc2.org)
    https://www.cisa.gov/ (cisa.gov)
    https://www.ncsc.gov.uk/ (ncsc.gov.uk)

    Future-Proof is a production of http://crate.media (Crate Media)

  • In celebration of Black History Month, we’re giving flowers where they’re due, to Benjamin King Senior, Maryland's first black certified public accountant, the 47th in the country, who went on to become chairman of the Maryland state board. To best understand Mr. King and his impact, we’re joined by his children who’ve kept his minority firm and wide influence on the profession going strong: Pamela King-Smith, Kara King-Bess, and Anthony King.They tell us about how, based in a rough neighborhood in Baltimore, their father became a trusted voice of his peers. How he, devoted to bettering the people and community around him, helped small businesses grow and establish themselves as generational assets – best demonstrated by their longest tenured client, a minority-owned funeral home in DC that dates back to 1912 and has been a serviced account of King, King & Associated since 1957.More than co-founding his own firm, as an educator and mentor, Benjamin King inspired and empowered countless young, mostly minority, students to become CPAs themselves. During his time teaching at Morgan State, he became known for shepherding students through the often challenging internship and experience requirements, through his own firm, to ensure they met their goals and stayed on track for graduation.Mr. King was keenly aware of his place in history. The waves of change were visible in his life, and still are, as we highlight his legacy in 2022. Tune in to this moving roundtable discussion where we honor his accomplishments and shine a bright light on the path he laid for others to follow.To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).Resources:https://www.king-king.com/ (King, King & Associates)Future-Proof is a production of http://crate.media (Crate Media)

  • Environmental, social, and governance (ESG) issues are all the rage in accounting and finance circles. ESG criteria are a set of non-financial factors that socially conscious investors can use to assess their potential investments, such as how the company manages relationships with employees, suppliers, customers, and the community, the company’s impact on nature, and executive pay, internal controls, and shareholder rights. This is a fairly recent shift in the mindset of stakeholders, but it is only getting more popular and it can no longer be ignored.
    Here to discuss the impact of ESG is Ami Beers, the Senior Director on the Assurance and Advisory Innovation Team at the Association of Certified Professional Accountants. She is responsible for the development of assurance and/or advisory services guidance and criteria, thought leadership, and member and market communications to maximize awareness and advisory services on business reporting such as the ESG.
    She shares what auditors need to be aware of with these engagements, the issues that they’re running into, how we can begin to prepare, and the opportunities it opens for CPAs.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    https://www.aicpa.org/home (aicpa.org)
    LinkedIn: https://www.linkedin.com/in/ami-beers-cpa-cgma-8812592/ (linkedin.com/in/ami-beers-cpa-cgma-8812592)
    https://www.mckinsey.com/business-functions/strategy-and-corporate-finance/our-insights/the-role-of-esg-and-purpose (The role of ESG and purpose)
    https://www.journalofaccountancy.com/news/2021/dec/auditors-esg-related-risk-considerations.html (What auditors need to know about ESG issues)

    Future-Proof is a production of http://crate.media (Crate Media)

  • It’s legislative season here in Maryland, and getting involved in the process is more important than ever for the CPA profession.
    With more changes coming that promise to directly impact the accounting and financing profession than we’ve ever seen, our world is on high alert. We need to stay on top of those changes – which is why it’s nice to have a little help from CPA societies.
    We take a close look at what’s happening in Annapolis right now, because there are sure to be similar stories playing out in whatever state you’re located in. To help us with that is Tom Hood, former CEO of the Maryland Association of CPAs, current executive vice president of Business Engagement and Growth at the Association of International Certified Professional Accountants, and chair of the MACPA’s Legislative Executive Committee.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    LinkedIn: https://www.linkedin.com/in/tomhood/ (linkedin.com/in/tomhood)

    Future-Proof is a production of http://crate.media (Crate Media)

  • It has been a stressful couple of years for everyone. People are working longer and harder with fewer breaks, fewer vacations, and fewer days off, which is bleeding into our personal lives, especially those of us still working from home.
    Dr. Britt Andreatta is an internationally recognized thought leader who uses her background in leadership, neuroscience, psychology, and education to create brain-science-based solutions for today’s workplace challenges. She’s also a bestselling author and a top 20 learning influencer for 2021.
    She talks about the symptoms of burnout, the real-life impact it can have on individuals and organizations, what employees can do to protect themselves, and where they should turn for help. This is a very important conversation that impacts each of us and our organizations in profound ways.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    https://brittandreatta.com/ (brittandreatta.com)
    https://greatergood.berkeley.edu/article/item/six_causes_of_burnout_at_work (Six Causes of Burnout at Work)
    https://www.businessinsider.com/labor-shortage-workers-quitting-quit-job-pandemic-covid-survey-monster-2021-7 (95% of Workers Thinking of Quitting Their Jobs)
    https://www.healthcareitnews.com/news/employee-burnout-severely-risking-cyber-security-report-finds (Employee burnout poses severe cybersecurity risks, report finds)

    Future-Proof is a production of http://crate.media (Crate Media)

  • Today, we’re talking about jobs: Job hunting, searching for employees, filling the pipeline, The Great Resignation, and more.
    Our guest is Lauren Welkie. She manages strategic partnerships at ZipRecruiter, which is feeling the effects of The Great Resignation in a different way than most organizations. As Yahoo News said recently, “ZipRecruiter is finding itself in a sweet spot right now, as the demand for labor to support the economic recovery remains intense. And it showed up in the company's latest earnings report. ZipRecruiter saw third quarter sales surge 107% from a year ago. The company also lifted its full year sales and profit outlooks.”
    Lauren talks about the trends that she’s seeing in the market right now, the things that job candidates say they want most and what job seekers should be doing to make themselves attractive to employers. We cover the flip side, too, and discuss what employers should be doing to attract and keep talent in this new age of employment.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    https://www.ziprecruiter.com/ (ziprecruiter.com)

    Future-Proof is a production of http://crate.media (Crate Media)

  • Usually, when we talk about AI in this profession, the conversation is all about automation, the things that artificial intelligence takes off our plate so we can create more value for our clients, face to face.
    But today, we look at AI’s potential for impact on big global issues like poverty, hunger, climate change, sustainability, and inequity. Of course, we bring the conversation back to what role accounting and finance might play in all of that.
    Joining that conversation is Neil Sahota. Neil is an IBM Master Inventor, an AI advisor to the United Nations, chief innovation officer at UC Irvine, and a best-selling author, among many other things.
    He’s also a founding member of the UN’s “AI For Good” initiative, a global community that’s centered on identifying practical applications of artificial intelligence to advance the United Nations Sustainable Development Goals and scale those solutions for global impact.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    https://sdgs.un.org/ (sdgs.un.org)
    https://aiforgood.itu.int/ (aiforgood.itu.int)
    LinkedIn: https://www.linkedin.com/in/neilsahota (linkedin.com/in/neilsahota)

    Future-Proof is a production of http://crate.media (Crate Media)

  • As we round out the year, tax professionals have more than just the holidays to look forward to. Tax season is upon us and there’s a lot to talk about this year.
    Edward Karl is the Vice President of Taxation for the American Institute of CPAs. He’s also a member of the Maryland Association of CPAs. He has his finger on the pulse of our nation more than almost anyone in the field. He joins us today to help break down all the changes happening for the upcoming tax season, review what’s in the Build Back Better infrastructure package, and comment on the state of IRS customer service.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    LinkedIn: https://www.linkedin.com/in/edward-s-karl-cpa-027a7442 (linkedin.com/in/edward-s-karl-cpa-027a7442)
    https://www.accountingtoday.com/news/the-tax-impact-of-the-infrastructure-act (The tax impact of the infrastructure act)



    Future-Proof is a production of http://crate.media/ (Crate Media)

  • Barrett Young is a partner at Garbelman Winslow CPAs, a firm in Southern Maryland, and a Strongman competitor. You recognize the Strongman brand from those mind-blowing competitions on TV where people lift massive rocks and logs, or pull trucks, or flip huge tires. Those are the kinds of challenges that Barrett thrives on. We talk about how he got into such a heavy passion and how his work in the gym overlaps with his work at the firm.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    https://www.macpa.org/blog/ (macpa.org/blog)
    http://www.thedinniestones.com/ (thedinniestones.com)

    Future-Proof is a production of http://crate.media (Crate Media)

  • This week, we’re focusing on diversity, equity, and inclusion. Crystal Cooke, Director of Diversity and Inclusion for the American Institute of CPAs, helps us shed light on these important topics. We talk about where our profession stands today, what changes are happening already, and what else needs to be done going forward.
    Crystal took her current role in February of 2020, just before the summer was enveloped in so many violent tragedies across the country. These events and society’s reaction to them brought social issues back into the spotlight, and gave new, heightened, meaning to her responsibility.
    She talks about what it was like to start the role in that kind of environment and takes a closer look at our profession as a whole — how far it’s come in the areas of diversity and inclusion and what each of us, individually, can do to help make it more equitable for all.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    https://aicpa.com/diversity (aicpa.com/diversity)
    LinkedIn: https://www.linkedin.com/in/crystal-cooke-114788170 (linkedin.com/in/crystal-cooke-114788170)

    Future-Proof is a production of http://crate.media (Crate Media)

  • We are a remote work world now. Which means, for all of you leaders and managers out there, that we have to figure out how to best manage remote workers. That means finding new ways to manage technology, engagement, wellness, culture, and trust.
    Jennifer Wilson is co-founder and partner of ConvergenceCoaching, a national consulting firm
    dedicated to developing leaders and transforming teams. She is also one of Accounting Today’s 100 Most Influential People in Accounting, one of INSIDE Public Accounting’s Top 10 Most Recommended Consultants, and one of CPA Practice Advisor’s Top 25 Thought Leaders and Most Powerful Women in Accounting.
    Jennifer gave a talk at the 2021 AICPA Engage conference on the topic of remote work, and she shares her insights here with us today. We touch on what the future of work looks like, potential landmines that employers have to watch out for with remote arrangements, the opportunities that these kinds of environments offer, and what employees themselves can do to make the transition easier.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    https://convergencecoaching.com/ (convergencecoaching.com)
    LinkedIn: https://www.linkedin.com/in/jenniferwilsonprofile (linkedin.com/in/jenniferwilsonprofile)
    https://digiday.com/marketing/it-feels-so-invasive-employers-turn-to-tracking-software-to-monitor-remote-workers-raising-ethical-questions/ (Employers turn to tracking software to monitor remote workers)

    Future-Proof is a production of http://crate.media (Crate Media)

  • Let’s talk about comedy and how it relates to business. In this episode, Peter Margaritis joins the podcast to talk about just that, and his new book, “Off-Script: Mastering the Art of Business Improv.” Improv, at its core, is about building a conversation out of what another person says instead of relying on our own agendas. In our business settings, most of us want to control the narrative to ensure ideal outcomes. We want to script the conversations, manage the problems, predict the future, and most importantly, win.But good leaders become better leaders by doing the opposite — by letting go of control, and going off script in their conversations, negotiations, and brainstorms. This improv-inspired approach builds the mental muscles we need to be more than merely present in the meeting, but to collaborate with others in truly authentic, empathetic ways.This might be a totally new role, but we can do it. Peter Margaritis can help us get there.To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).Resources:https://petermargaritis.com/ (petermargaritis.com)Read: https://www.amazon.com/dp/1948238365 (Off Script: Mastering the Art of Business Improv)Read: https://www.williamury.com/books/getting-past-no/ (Getting Past No: Negotiating in Difficult Situations)Future-Proof is a production of http://crate.media (Crate Media)