Episodes

  • There are so many changes being made in the world of finance. Many of them could be seen coming, but due to the pandemic, those changes are being made much faster than anyone could have guessed.
    Wayne Slater is the director of product marketing for Prophix, which helps mid-market companies achieve their goals with innovative, cloud-based Corporate Performance Management software. He talks about the accelerations that are disrupting corporate finance, how businesses have had to shift in order to meet those challenges, and the types of new tools finance leaders need to put their businesses and their people in a position to succeed.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    http://www.prophix.com (prophix.com)
    LinkedIn: https://www.linkedin.com/in/wayne-slater-532348/ (linkedin.com/in/wayne-slater-532348)
    https://www.gartner.com/smarterwithgartner/10-trends-for-finance-to-navigate-now/ (10 Trends for Finance to Navigate Now)


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

  • Allen DeLeon is a founding partner of DeLeon & Stang in Gaithersberg, MD, and is one of the most active volunteers in the Maryland Association of CPAs. He’s a member of the boards of directors for numerous community organizations and he has a solid pulse on what’s going on in the profession. Allen retired at the beginning of 2021, and as he steps away from his day-to-day duties, he talks about how things have changed during his career, and how he sees the future playing out for the profession. Sometimes, in order to become future-ready, we have to take a good, hard look at our past while we prepare for what’s to come.To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).Resources:https://deleonandstang.com/ (deleonandstang.com)https://www.linkedin.com/in/allendeleon/ (linkedin.com/in/allendeleon)https://www.accountingtoday.com/list/the-year-ahead-2021-for-accountants-in-numbers (“The Year Ahead: 2021 in Numbers.”)Future-Proof is a production of http://crate.media (Crate Media)

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  • John O’Leary is a thought leader, a world-renowned speaker, and best-selling author of http://johnolearyinspires.com/onfire2/ (“On Fire”) and http://readinawe.com (“In Awe.”) When he was a kid, he burned himself really badly—he suffered burns on 100 percent of his body. Doctors gave him a 1 percent chance of survival. And yet he survived. Not without some issues. He spent months in the hospital, he had numerous surgeries, his fingers were amputated—all of this around his 10th birthday. But he survived, and he persevered.This has been a wildly difficult year for almost anybody, but we can all move forward with a sense of gratitude and awe—but don’t forget the lessons that this time has taught us.To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).Resources:Learn more: http://johnolearyinspires.com (johnolearyInspires.com)Read: http://readinawe.com ("In Awe")Future-Proof is a production of http://crate.media (Crate Media)

  • What’s happening at the state level that might have an impact on the accounting and finance world? There’s a lot that’s going on in state capitals across the country that bears watching. Here to talk about all of this is Tom Hood, the president and CEO of the Maryland Association of CPAs and the Business Learning Institute. The issues we’re talking about today are things that Tom is watching in Maryland, but these could be issues in any state in the nation. Nearly all states are either dealing with issues like these right now or are watching these issues very closely in the event that they might have to deal with them down the road.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    https://www.macpa.org/cpaday (macpa.org/cpaday)
    https://www.macpa.org/advocacy (macpa.org/advocacy)
    https://blionline.org (blionline.org)
    Read: https://www.journalofaccountancy.com/news/2020/dec/threats-to-licensing-a-concern-for-cpas-amid-coronavirus-pandemic.html?_lrsc=86075ac7-1492-4adb-9cf8-1033eb4c5db7 (“Threats to licensing remain a concern for CPAs amid pandemic,”)
    https://player.captivate.fm/episode/656f7afc-83cb-441a-ae59-db63f6a7eb7d (42. Get Involved: Legislative Advocacy at the Local Level | with State Senator Brian Feldman)
    Future-Proof is a production of http://crate.media (Crate Media)

  • Cheryl Duvall is the Consulting Practice Area leader for Gensler’s Southeast Region, the renowned global integrated architecture, design, planning and consulting firm with more than 5,000 professionals in 50 offices worldwide. Cheryl talks about the nature of work, what our workspaces will actually look like going forward, whether or not we will need offices in the future, how leadership is changing as a result, and the skills future-ready leaders will need to develop.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    https://www.gensler.com/ (gensler.com)
    LinkedIn: https://www.linkedin.com/in/cheryl-duvall-ab429928/ (linkedin.com/in/cheryl-duvall-ab429928)
    https://www.bbc.com/worklife/article/20201023-coronavirus-how-will-the-pandemic-change-the-way-we-work (Coronavirus: How the world of work may change forever)
    https://www.accountingweb.com/technology/trends/why-working-from-home-is-the-future-of-accounting (Why Working From Home is the Future of Accounting)
    Future-Proof is a production of http://crate.media (Crate Media)

  • What we do isn’t who we are; we are all something more than our job. So, what’s that thing that really defines us?Our guest John Garrett, for example, is a CPA, yes. AND he’s an author, a standup comedian, an Emmy Award nominee, and a thought-provoker — he’s a lot besides just a CPA, and he’s encouraging all of us to find our “and” too. He recently wrote a book on the topic — https://thejohngarrett.com/whats-your-and-book/ (“What’s Your And? Unlock the Person With the Professional” ) — to teach others how sharing your personal passions improves work performance, builds culture, and strengthens relationships with colleagues and clients.To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).Resources:Learn more at https://thejohngarrett.com/ (thejohngarrett.com)Read: https://thejohngarrett.com/whats-your-and-book/ (“What’s Your And? Unlock the Person With the Professional” )Listen: https://thejohngarrett.com/podcast/ (“What’s Your And?” podcast)Future-Proof is a production of http://crate.media (Crate Media)

  • As with pretty much every other trend out there, this pandemic has acted as an accelerator for cyber threats. This was a big problem before COVID-19, but it’s an even bigger problem now. And that makes this week’s conversation particularly relevant, and it’ll likely only become more relevant over the coming months.To help us get ahead of this unsetting trend, we had a conversation with Scott Fleszar, chief operating and strategy officer for https://safesend.com/ (SafeSend). SafeSend’s mission is to accelerate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and better serve their clients. One of their products, https://safesend.com/safesend-returns/ (SafeSend Returns) — which provides accounting firms an automated, centralized and standardized way to assemble and deliver tax returns digitally — recently won an Innovation Award from CPA Practice Advisor. SafeSend Returns To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).Resources:https://safesend.com/ (safesend.com)SafeSend Returns: https://safesend.com/safesend-returns/ (safesend.com/safesend-returns/) Facebook: https://www.facebook.com/safesend (www.facebook.com/safesend)LinkedIn: https://www.linkedin.com/company/cpaperless-llc (linkedin.com/company/cpaperless-llc)Twitter: https://twitter.com/safesendreturns (@safesendreturns)http://macpa.org/future-learning-framework (Future Learning Framework)https://www.accountingtoday.com/news/internal-auditors-grapple-with-cybersecurity-and-crisis-management-amid-coronavirus ("Internal auditors grapple with cybersecurity and crisis management amid coronavirus")https://www.cpapracticeadvisor.com/firm-management/article/21158698/now-in-hackers-crosshairs-accounting-and-finance-firms (“Now in hackers’ crosshairs: Accounting and finance firms”)Future-Proof is a production of http://crate.media (Crate Media)

  • Joe Biden is the president-elect of the United States of America, but the future of America’s tax policy is going to largely depend on the way a few remaining Senate races turn out. There are a lot of questions about how things will turn out, but Ed Karl is going to try to clarify a few things. Ed is vice president of taxation for the American Institute of CPAs, a member of the Maryland Association of CPAs, and he’s got a good sense of the tax situation in our country.
    Ed joined us not long after Biden was projected to win to talk about the impact of the election, the pandemic, and a number of other issues, and not just the prospect of new tax policy but on the upcoming tax season as well. And if you had to boil it all down to one word, he said that word might be “patience.”
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    https://www.aicpa.org/ (aicpa.org)
    LinkedIn: https://www.linkedin.com/in/edward-s-karl-cpa-027a7442/ (linkedin.com/in/edward-s-karl-cpa-027a7442)
    Twitter: https://twitter.com/edwardkarltax?lang=en (@edwardkarltax)
    https://taxfoundation.org/federal-tax-policy-after-the-2020-election/ ("Prospects for Federal Tax Policy After the 2020 Election")
    https://thehill.com/policy/finance/522351-democrats-express-concerns-about-irs-readiness-for-next-years-filing-season ("Democrats express concerns about IRS readiness for next year's filing season")
    Future-Proof is a production of http://crate.media (Crate Media)

  • Twyla Verhelst is one of the top 50 women in accounting. She is head of the Accountant Channel and leader of the New Accounting Professionals Program at Freshbooks. She’s also a CPA and has deep personal experience in advisory accounting, so she knows how to leverage technology and create high-value client experiences.
    We’ve discussed the need to create the “Future-Ready CPA,” and Twyla has a different term for these CPAs of the future. Twyla believes CPAs and accountants have to stop thinking of themselves as business historians and instead start thinking of themselves as progressive, pushing the industry and leading us forward. Listen to learn how you can become a progressive CPA.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).


    Resources:
    LinkedIn: https://ca.linkedin.com/in/twylav (ca.linkedin.com/in/twylav)
    https://www.accountingtoday.com/opinion/from-essential-to-indispensable-the-5-stages-of-navigating-covid-19 ("From essential to indispensable: The 5 stages of navigating COVID-19”)
    https://www.accountingtoday.com/opinion/growth-drivers-for-accounting-firms-in-the-post-pandemic-era (“Growth Drivers For Accounting Firms In The Post-Pandemic Era”)


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


  • The world of financing touches everything—including sports. Jeff Goering is the CFO of the Baltimore Ravens NFL team.
    He talks about how life as a CFO for an NFL team differs from your typical job in finance—and the ways in which it doesn’t. He also discusses the impact COVID-19 is having on teams, how corporate finance has changed in recent years, and how the role of the CFO has changed right along with it.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    https://www.baltimoreravens.com/ (baltimoreravens.com)
    https://www.macpa.org/macpa-member-special-offers/ (macpa.org/macpa-member-special-offers)
    https://www.macpa.org/future-learning-framework/ (macpa.org/future-learning-framework)
    Future-Proof is a production of http://crate.media (Crate Media)

  • Diversity and inclusion is important. If we want to future-proof our careers, our organizations, our profession, it has to include diversity, equality, and inclusion.
    Anoop Mehta is president of Science Systems and Applications in Lanham, Maryland. It’s a leading provider of scientific research and development, engineering, and information analytics services in the Earth and space science disciplines. He is also a former chair of the Maryland Association of CPAs’ Board of Directors, and a current member of the Board of Directors for the American Institute of Certified Professional Accountants, and a council member of the Chartered Institute of Management Accountants. He’s also an immigrant, an Indian-American, and he has a unique take on this country and this profession, and what the future holds.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    https://www.linkedin.com/in/anoop-mehta-2741ab1b/ (linkedin.com/in/anoop-mehta-2741ab1b)
    Read: https://hbr.org/2020/10/how-businesses-can-recruit-and-develop-more-young-people-of-color (“How Businesses Can Recruit and Develop More Young People of Color”)
    Future-Proof is a production of http://crate.media (Crate Media)

  • Byron Patrick is a chameleon of sorts, changing his specialty with the times and staying ahead of the curve. He’s a good friend of our host, Bill Sheridan, who met him in 2006 as the Director of IT for KatzAbosch in Maryland. He had just created a virtual office for the firm in an online virtual world called Second Life. Virtual space is a great place to teach and learn, and other platforms have come along since then and proved it right. Byron was thinking about this concept long before anyone else in the profession.
    He went on to co-found an organization that focused on remote work technologies and solutions in 2008, also well before remote work became a popular idea. He joined the Board of Directors for the Maryland Association of CPAs and eventually chaired that board during the 2013-14 fiscal year, becoming one of the youngest MACPA chairs ever in the process.
    In 2019, he joined the team at Botkeeper, which provides automated bookkeeping and accounting solutions for firms, as their director of pre-sales and solutions. In this conversation, he talks about automation, A.I., and what they allow firms to do that they can’t or haven’t thought about before.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    https://www.botkeeper.com/ (botkeeper.com)
    https://www.linkedin.com/in/byronpatrick (linkedin.com/in/byronpatrick)
    Future-Proof is a production of http://crate.media (Crate Media)

  • Alexander Hagerup is the founder of Vic.AI, a strategic partner of the MACPA and the Business Learning Institute. Alex is a serial tech entrepreneur based in New York with a strong passion for artificial intelligence.
    Alex joins us to talk about A.I., and how far we’ve come, and where we are now in terms of the automation possibilities that A.I. gives us. And maybe most importantly, why CPAs should be paying attention to this, and what this technology will do for us that will improve our lives, and the lives of our clients and customers.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    https://www.vic.ai/ (vic.ai)
    https://www.linkedin.com/in/alexanderhagerup/ (linkedin.com/in/alexanderhagerup)


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

  • Ed Kless is senior director of partner development and strategy at Sage, a senior fellow at the VeraSage Institute, and the co-host of the Soul of Enterprise podcast.
    Ed believes that so much of the leadership advice available out there, in hundreds of books on every topic imaginable, completely misses the boat on what great leadership is about. And that, to Ed, is “Healing Leadership.” Ed shares with us what that term means, how most people are getting it wrong, and how you can learn it and practice it in your business and life.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    Listen: https://www.thesoulofenterprise.com/ (Soul of Enterprise)
    LinkedIn: https://www.linkedin.com/in/edkless (linkedin.com/in/edkless)
    Twitter: https://twitter.com/edkless (twitter.com/edkless)
    Read: https://www.amazon.com/dp/B006R5PXA4 ("Healing Leadership")
    Future-Proof is a production of http://crate.media (Crate Media)

  • Financial performance isn’t the only metric of value we should care about, so why is it all that we report on? We’re living in a different time. We’re working for different organizations that are impacted by different issues, and we need financial reports and tell different stories and communicate different values than those of the past. Integrative reports intend to fix this problem by including factors in addition to financial performance: reliance on the environment, social reputation, human capital skills, and more.Charles Tilley is CEO of the International Integrated Reporting Council, and previously chaired the IIRC’s technical task force, which is the group responsible for developing the Integrated Reporting framework. He joins us to get everyone up to speed with Integrated Reporting, what the benefits are for organizations and stakeholders alike, and what the future of this type of reporting might look like.To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).Resources:https://integratedreporting.org/ (integratedreporting.org)https://www.weforum.org/agenda/2020/09/business-leaders-must-take-the-lead-in-renewing-global-cooperation-heres-why/ (Businesses must take the lead in renewing global cooperation)https://www.ey.com/Publication/vwLUAssets/EY-Integrated-reporting/$FILE/EY-Integrated-reporting.pdf (Integrated reporting)Future-Proof is a production of http://crate.media (Crate Media)

  • There are some important changes coming to the internet in the form of top-level domains. These are the parts of a website that come after the dot in a domain name. There are seven original top-level domains, which were created in the early days of the Internet — .com, .org, .net, .int, .edu, .gov, and .mil. Today, the number of top-level domains available has exploded, and now, .cpa has finally arrived, and it is one you will want to pay attention to. Like everything else with the profession, there are elements of verification and trust embedded in .cpa that don’t exist in other domains.
    Erik Asgeirsson is president and CEO of https://www.cpa.com/ (CPA.com), and he shares why the world needs another top-level domain, and why you need to seriously consider securing yours now, because there’s never been a better time than now. If you’re a CPA or work for a CPA firm, the changes happening will affect your brand, your SEO, your marketing, and, most importantly, the trust and integrity you’ve built with your clients and customers.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    https://www.cpa.com/ (CPA.com)
    Twitter: https://twitter.com/ErikAsgeirsson (@ErikAsgeirsson)
    LinkedIn: https://www.linkedin.com/in/erikasgeirsson/ (linkedin.com/in/erikasgeirsson)
    Read https://www.washingtonpost.com/politics/2020/09/08/cybersecurity-202-internet-domain-names-are-ripe-scam-during-coronavirus-crisis/ ("The Cybersecurity 202: Internet domain names are ripe for scam during coronavirus crisis")
    Future-Proof is a production of http://crate.media (Crate Media)

  • With the upcoming elections fast approaching, we are going to make a level-headed comparison of the two candidates through the lens of their tax policies. How does each candidate differ when it comes to their ideas about individual and corporate taxes?Joining us to discuss the topic is Tony Nitti. Tony is a tax partner with RubinBrown in Aspen, Colorado. He also teaches the graduate tax programs at both the University of Denver and Golden Gate University. He writes about tax issues frequently for The Tax Adviser, Taxes Magazine, the JofA, and Accounting Today. He’s also a featured tax writer for Forbes.Tony Nitti talks about the many ways in which President Trump and Joe Biden differ when it comes to tax policy, from individual and corporate tax rates, capital gains, deductions, tax credits, and more.To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).Resources:Follow Tony on https://www.twitter.com/nittiaj (Twitter) | https://www.linkedin.com/in/tony-nitti-ab64532a/ (LinkedIn)https://www.forbes.com/sites/anthonynitti/#232995507a36 (Read Tony’s articles on Forbes.)https://player.captivate.fm/episode/24f6b91b-fb97-4866-8faa-410d55d7e6dd (60. Navigating the Twists & Turns of Your Career | with Tony Nitti)https://www.washingtonpost.com/business/2020/09/01/taxes-coronavirus-impact/ (How your taxes could be impacted by the coronavirus)Future-Proof is a production of http://crate.media (Crate Media)

  • Ron Baker has been a vocal evangelist in favor of the concept of value pricing—the idea of charging based on the value you provide, rather than on the amount of time you spend providing it. He has spent more than 20 years trying to convince people in the accounting profession to throw away the timesheet, but now he’s come to the conclusion that there’s something else that may work instead—something he calls the subscription model, “Value Pricing 2.0.” It’s a completely different business model, and one that we all need to be paying very close attention to.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    Learn more at https://verasage.com/ (VeraSage.com)
    Connect with Ron: https://www.linkedin.com/in/ronbaker1/ (LinkedIn)
    http://citynvest.eu/content/housing-subscription-woningabonnement (Housing Subscription)
    https://www.thetruthaboutcars.com/2020/08/one-is-the-most-affordable-number-porsche-subscription-service-strips-it-down/ (One Is the Most Affordable Number: Porsche Subscription Service Strips It Down)
    https://www.consumerreports.org/jeep/jeep-wave-subscription-service-in-2019/ (Jeep Launching Subscription Service in 2019)
    https://techcrunch.com/2016/03/18/life-by-subscription/ (Life, by subscription)
    https://rvahub.com/2020/08/25/local-entrepreneur-launches-face-mask-subscription-service/ (Local entrepreneur launches face mask subscription service)
    https://player.captivate.fm/episode/18ac8ca9-6778-4619-8980-4271bcbcb5c1 (105. Subscriptions: 'The Forever Transaction' | with Robbie Kellman Baxter)


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


  • The skills involved in mastering improv are the same critical skills for becoming a great leader. Peter Margaritis is a CPA, a thought leader with the Business Learning Institute, and a comedian doing stand up in his free time. He knows all about improv, and more importantly, how it connects to CPAs and finance professionals. Good leadership requires connecting with and listening to others, being in the moment, being flexible, and following our intuition, and Peter is going to tell us how all of that comes together through the magic of improv.
    To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).
    Resources:
    https://petermargaritis.com/ (petermargaritis.com)
    Podcast: http://petermargaritis.com/category/cym-podcasts/ (petermargaritis.com/category/cym-podcasts)
    Read: https://petermargaritis.com/improv-is-no-joke-book/ ("Improv Is No Joke")
    Future-Proof is a production of http://crate.media (Crate Media)

  • With so many people working from home, companies are being forced to re-examine how they measure productivity and input. Is time spent in front of the computer really the greatest factor for measuring employee contribution? Jody Thompson co-created the Results-Only Work Environment system, or ROWE, in 2003. Since then, it’s gained global traction and has influenced the cultures of countless organizations around the world, and we’re seeing a resurgence of it now as more and more companies adopt remote working.Remote teams that have adopted ROWE have been responding very positively for one key reason: Autonomy. It’s one of the three things that all employees want. We get to hear straight from the creator of ROWE what she thinks about what’s going on in the world today and how ROWE has paved the way for the massive changes we’re experiencing.To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog).Resources:https://www.gorowe.com/ (goROWE.com)LinkedIn: https://www.linkedin.com/in/jody-thompson-48a5827/ (linkedin.com/in/jody-thompson-48a5827)Twitter: https://twitter.com/jodyrowe?lang=en (twitter.com/jodyrowe)Read: https://www.amazon.com/Why-Work-Sucks-How-Fix/dp/1591842921/ref=sr_1_1?s=books&ie=UTF8&qid=1521135640&sr=1-1&keywords=why+work+sucks (“Why Works Sucks And How To Fix It”)Read: https://www.amazon.com/Why-Managing-Sucks-How-Fix/dp/1118426363/ref=sr_1_1?s=books&ie=UTF8&qid=1521135701&sr=1-1&keywords=why+managing+sucks (“Why Managing Sucks And How To Fix It”)https://www.inc.com/justin-bariso/this-companys-new-2-sentence-remote-work-policy-is-best-ive-ever-heard.html ("This Company's New 2-Sentence Remote Work Policy Is the Best I've Ever Heard")https://youtu.be/rbR2V1UeB_A (Daniel Pink Autonomy, Mastery & Purpose)Future-Proof is a production of http://crate.media (Crate Media)