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Episodes

Not Just Data: Leverage Cloud Computing for Hiring and Retention

4/15/2019
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Most have long been aware of the benefits cloud computing in the area of data storage. But are you familiar with the positive effect it can have on hiring and retention. To bring these aspects to light, close management software provider FloQast delivered Cloud Technology Advances the Accounting Profession: A Survey of Accounting and Finance Professionals. Mike Whitmire, in fact, discusses the report in the upcoming digital-only Pennsylvania CPA Journal special edition, Accounting and...

Duration:00:25:55

Employers Look to Value-Based Purchasing Strategies for Health Care

4/11/2019
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Employers are increasingly dissatisfied with their health care benefit expenses, and many are looking to value-based purchasing strategies to achieve a better bang for their buck. This has the potential to greatly disrupt the way health care is financed and delivered. To learn more, we talked to Neil Goldfarb, president and CEO of the Greater Philadelphia Business Coalition on Health, who will discuss the topic at length at the June 11-12 PICPA Health Care Conference. For the full...

Duration:00:09:37

Cybersecurity: Beyond the Fundamentals

4/8/2019
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CPAs working in not-for-profit and government accounting fields are increasingly getting more responsibility with regard to cybersecurity and the protection of financial data. This topic will be explored at greater length at PICPA’s 2019 Government & Not-for-Profit Conference on July 22-23, but Sassan Hejazi briefly explains some of the next-level thinking needed to prevent sensitive information from falling into the wrong hands. Hejazi is a director of technology solutions with Kreischer...

Duration:00:11:50

For Leaders, Diversity Is Good but Inclusivity Is Better

4/1/2019
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While the accounting profession is making strides in its attempts for greater diversity in the workplace, it’s not going to matter if accounting leaders do not work on the inclusivity part of the equation. Staff’s thoughts and opinions once they have settled into the office matter greatly when it comes to retention. In this episode of CPA Conversations, we talk to Mike Fetzer of consulting firm Culture Factors to find out the benefits of inclusive leadership and how individuals can best...

Duration:00:20:01

Adding Value to Client Relationships in the EBP World

3/25/2019
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Benjamin Hall, vice president and managing director of JKJ Retirement Services in Newtown, Pa., and Susan Diehl, QPA, CPC, ERPA, president of PenServ Plan Services Inc. in Horsham, Pa., discuss adding value to client relationships in the world of employee benefit plans. Both Hall and Diehl will be joined by Melissa Kurtzman of Littler Mendelson and Jill Gilbert, CPA, of RKL LLP to discuss this topic at greater length at PICPA’s 2019 Employee Benefit Plans Conference on May 21 in...

Duration:00:21:17

CFO Involvement Is Key in an Organization’s Digital Transformation

3/18/2019
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Cybersecurity, artificial intelligence, robotic process automation: everywhere you look, business processes are becoming more digitized. According to a recent report from RSM US LLP, CFOs need to take a larger role in driving the strategies of their organizations when it comes to technological progress. To discuss the report, we spoke with Bill Kracunas, a principal with RSM, about his takeaways from the responses. For full transcript click here.

Duration:00:21:00

Retain Your Future Leaders by Keeping Them Engaged and Invested

3/11/2019
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In today’s competitive CPA marketplace, you must make sure that your best and brightest CPAs remain invested and engaged. To explore ways to achieve this goal, we spoke to Jennifer Wilson, partner and cofounder of ConvergenceCoaching LLC, in a wide-ranging discussion on some of the most pressing topics in the accounting workplace. For full transcipt click here.

Duration:00:20:39

Corporate Tax Planning with Solar Equity

3/4/2019
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According to Brian Jones, CEO of Windmill Capital Management in Menlo Park, Calif., solar tax equity has been increasing in popularity since 2008. Solar tax equity is an ownership position in a solar project that receives most of the tax benefits from the project. Jones discusses the tax planning opportunities surrounding this concept and what they mean for corporate accountants. For full transcript click here.

Duration:00:09:51

Calculating Future Damages for the Undocumented Plaintiff

2/25/2019
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Death from unintentional injury ranks as the third leading cause of death in the United States. Forensic CPAs are frequently tasked with calculating the future earnings of these individuals for the purpose of litigation. This task is complicated when the person in question is an undocumented immigrant. In this episode of CPA Conversations, Marion Wickersham of Forensic Resolutions Inc. discusses this topic, which is derived from the Forensic Accounting column in the spring 2019 Pennsylvania...

Duration:00:06:29

Outsourcing Tax Work During Busy Season

2/21/2019
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Outsourcing accounting functions is not a new concept for businesses, but it’s also a legitimate option for understaffed CPA firms during tax season. Randy Kreider, CPA, president and founder of InHome Accountants, explains the types of work that can be outsourced, client disclosure requirements, and how outsourcers can be managed. For full transcript click here.

Duration:00:19:03

Stopping Elder Financial Fraud Means Knowing What to Look For

2/18/2019
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As the ages of baby-boomers in the United States rise, the rate of elder financial fraud is expected to grow as well. It’s the job of CPAs to know the signs of elder financial fraud and do everything within their power to ensure that it does not happen to their clients. Such is the premise of “Elder Financial Abuse Is a Growing Problem: CPAs Can Help Prevent It,” a feature from the spring 2019 Pennsylvania CPA Journal. We discuss the article with authors Howard Silverstone and Irina...

Duration:00:24:08

Take Cybersecurity Seriously: Comprehensive Training for All Employees

2/11/2019
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With phishing still the preferred mode of attack for most hackers, it’s well past time to move beyond the simple email alert as the main way of telling employees not to click on suspicious emails. In this episode of CPA Conversations, Eldon Sprickerhoff, founder and chief innovation officer for eSentire, says firms and companies must consider detailed cybersecurity training for all employees. For the full transcript click here.

Duration:00:13:57

Managing Time Off in a Deadline-Driven Environment

2/4/2019
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The accounting profession has long been identified with long hours and challenging busy seasons. However, many people who are entering the profession (as well as a number of those who have been a part of it for years) expect a certain amount of balance between their professional and personal lives. In this podcast, we talk to Mike De Stefano, vice president of finance for Lucknow-Highspire Terminals LLC in Middletown, Pa., about the revitalizing nature of time off and how managers can keep...

Duration:00:19:33

Early Adopters Confront the Challenges of Revenue Recognition

1/31/2019
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Implementation of new revenue recognition standards was always going to be a challenge, no matter the timing. Hopefully, those companies who come later can learn a little bit from those brave souls who are showing the way: the early adopters. Rob Peters, senior director of Intelligize, discusses the findings of his company’s report on revenue recognition early adoption trends, Impact of Revenue Recognition Standards on Private Companies. For a full transcript, click here.

Duration:00:10:15

From England to the States and Back Again: A Prestigious Honor for a Pennsylvania CPA

1/28/2019
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Members of the PICPA hold many different credentials and certifications that they proudly display with their names, but we’re confident that we have never seen MBE before. That’s because it stands for Member of the Most Excellent Order of the British Empire, and it’s awarded by Queen Elizabeth II. This unique honor was recently presented to PICPA member Howard Silverstone, director and cofounder of Forensic Resolutions Inc., and he joins us to discuss why he received it, what it’s like to...

Duration:00:18:31

Automation, Financial Technology: Changing Business-to-Business Payments

1/24/2019
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It seems like a pretty simple transaction. One business does a service for another business. The recipient then pays the service provider. How that transaction was traditionally made – using paper checks and the U.S. mail – is going the way of the dinosaur. Automated processes are on the rise. To walk us through this evolution, we spoke with Karla Friede, CEO of Nvoicepay. For full transcript click here.

Duration:00:15:09

What New State Legislators Could Mean for Pennsylvania CPAs

1/21/2019
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More than 40 new members of the Pennsylvania House and Senate were sworn in Jan. 1, 2019. Peter Calcara, vice president of PICPA’s government relations team, details how these new legislators could address major issues affecting CPAs – like combined reporting and tax reform – in the 2019-2020 session. For full transcript click here.

Duration:00:11:35

The Private Company Council Election’s Impact on Valuation

1/17/2019
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What is the “Private Company Council election?” According to a new report from Pine Hill Group, it is “a proposal that sought to provide businesses with an alternative to the requirement that they separately recognize certain customer-related intangible assets and noncompetition agreements at fair value.” That’s the definition. To go deeper, we met with Curtis Farrow, a manager with Pine Hill Group, and discussed the benefits of the election, the impact on valuation fees, and more. For full...

Duration:00:13:29

Preimmigration Tax Planning

1/14/2019
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Tax planning is typically a year-round exercise for CPAs and their clients. One area that has gained momentum recently is preimmigration tax planning, which is relevant for nonresident aliens who are contemplating becoming either U.S. residents or U.S. citizens (collectively U.S. taxpayers). Planning focuses on the disparities in how nonresident aliens and U.S. taxpayers are taxed, both in the income tax and transfer tax context. Patrick J. McCormick, JD, LLM, a principal with Drucker &...

Duration:00:12:47

Exploring The Laws of Wealth with Author Daniel Crosby

1/10/2019
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Mike Briglia, CPA, CFP, interviews Dr. Daniel Crosby on his latest book, The Laws of Wealth: Psychology and the Secret to Investing Success. They explore the behavioral factors that determine the success or failure of investors, the value of robo-investing platforms, and why “diversification means always having to say you’re sorry.” For a full transcript, click here.

Duration:00:27:45