최고 Bdo Usa 팟캐스트 (2024)

1
BDO Alliance USA 26:26

9d ago26:26

26:26

Paul and Mo are joined by Michael Horwitz, Executive Director of BDO Alliance USA. They discuss recent trends in the profession, challenges, and opportunities.

1
SafeSend 23:31

1d ago23:31

23:31

Paul and Mo are joined by Adrian Johnson, Chief Product Officer with SafeSend. They discuss how the use of technology has helped many firms address challenges within their workflow, both on the front-end and on the back-end, and how this is an ongoing evolution and growth.

1
Evaluating Relationships 26:02

23d ago26:02

26:02

Paul and Mo have a casual conversation about tax deadline, challenging relationships, evaluating and grading those relationships, and how to communicate scope changes to clients.

1
Pre-Election Tax Considerations for Board of Directors 17:17

24d ago17:17

17:17

Key Takeaways and Tax Planning Points: To prepare for changes in tax regulations, boards should: Confer with management to review financial models – e.g., changes in tax rates, deductions, credits, and exclusions. Stay informed on tax policy changes and reviewing with management to understand realistic scenarios. Consider the possibility of a divid…

1
Beyond the Tax Return 26:02

30d ago26:02

26:02

In this week's episode, Paul and Mo are joined by Brady Lievens, Chief Revenue Officer with Protection Plus. They discuss notices and audits and how Protection Plus partners with, and offers Tax and Accounting firms defense services.

1
Back to School! 25:32

1M ago25:32

25:32

In this week's episode, Mo goes back in time.. into the school days, and asks Paul about student loans and tax and planning stragies.

1
A Firm's Acquistions and a Leader's Coaching Mindset 22:17

2M ago22:17

22:17

Paul and Mo are joined by Thomas J (TJ) Sabotka, Managing Partner of O'Brien Shortle Reynolds & Sabotka, PC. TJ shares his firm's journey, acquisitions, and how being the leader of change and having a coaching mindset are both important contributors to his success.

1
A Progessive Firm's Perspective 32:25

2M ago32:25

32:25

In this week's episode, Paul and Mo are joined by Tim Petrey, the CEO of HD Growth Partners. They have a discussion around the challenges and opportunities in the past, the current, and the future accounting firm.

1
Live from 2024 Advisory Symposium 1:02:38

2M ago1:02:38

1:02:38

Paul and Mo go LIVE from Carlsbad, CA during the Thomson Reuters annual Advisory Symposium, interacting with a live audience for the first time, and bringing them an exciting conversation with Tom Hood, CPA, CITP, CGMA. Tom is currently the EVP Business Growth & Engagement for AICPA-CIMA and the Business Learning Institute. He was named in the top …

1
Overseeing the Use of GenAI in Financial Reporting 19:54

2M ago19:54

19:54

Key Takeaways: GenAI can be used to enhance the efficiency and effectiveness in financial reporting and internal controls over financial reporting. Currently, GenAI can help with tasks such as drafting financial statement disclosures, summarizing key contract terms, categorizing expense transactions, and preparing travel and expense reports. Howeve…

1
Guilty Feelings 30:05

2M ago30:05

30:05

To guilt or not to guilt! In this week's episode, Paul and Mo have a discussion on a specific prospective client situation, and the conflict between the feeling of guilt and the right time to say No.

1
Audit Committee: Alleged Fraud, Now What? 34:32

3M ago34:32

34:32

Key Takeaways: Audit Committees should have a playbook when allegations of fraud arise. The Audit Committee’s response level to a particular allegation will depend on the scope of the allegation and the corporate environment. Determining when an independent investigation is necessary and how independent it needs to be is determined by the context o…

1
BOI 27:40

4M ago27:40

27:40

Paul and Mo are joined by Nathan Nelson, Attorney and Co-Founder of Virtus Law, as they have a part 2 discussion around the Beneficial Ownership Information (BOI) reporting rules and managing client information.

1
First Partner Summit Experience of 2024 26:09

4M ago26:09

26:09

Paul and Mo have a discussion around their experience of the first Partner Summit in 2024! They recall some highlights from the event and how the mindset of many peers in the profession has shifted into understanding advisory and realizing value.

1
Audit Firms Changing Their Business Models– What Audit Committees May Want to Know 14:42

4M ago14:42

14:42

Key Takeaways: One of the roles of a board of directors is to continually assess the company and make decisions in the best interest of sustaining value for the long-term. Decisions to change business models should be weighed against the core purpose of the organization. Significant strategic changes necessitate the board to broadly evaluate the im…

1
The IRS Operating Plan for Audits 23:10

5M ago23:10

23:10

Paul and Mo have a discussion about the IRS ramping up its enforcement efforts and the operating plans for more audits. They also discuss initiatives that could be done to make sure clients have all their paperwork in order.

1
Post Deadline Development 33:55

5M ago33:55

33:55

What do firms do after the April deadline? Other than maintenance work, do firms have a retrospective, staff development plan, key initiatives, etc.? In this week's episode, Paul and Mo discuss post deadline development and initiatives.

1
Managing Stress During Deadlines 33:55

5M ago33:55

33:55

In this week's episode, Paul and Mo have a discussion around deadlines and the unnessary stress that it brings sometimes, and how to manage that between staff and clients.

1
Measuring Culture Within Your Organization 23:39

6M ago23:39

23:39

Key Takeaways: Culture is a team sport that requires the right data for the right stakeholder (including the Board). Protecting culture is just as important as strengthening your culture. There is a measurable ROI to culture. A proxy for culture is measuring organization effectiveness. Resources:     Nominating & Governance Committee Priorities for…

1
Relationiship Challenges 33:55

6M ago33:55

33:55

In this week's special episode… what makes it special you ask? They're on video! Paul talks about a common client relationship challenge when other professionals are involved in a transaction.

1
Staying Positive 24:16

6M ago24:16

24:16

In this week's episode, Paul and Mo are joined by Julia Hampton, CPA. They discuss client and staffing challenges, and the importance of change and thinking different for a better work life balance.

1
An Advisory Consultant's Perspective 27:19

7M ago27:19

27:19

This week, Paul and Mo are joined by Bryan Amberg, Business Advisory Consultant with Thomson Reuters Professional Services, and hear his perspective and experience working with firms in an advisory capacity.

1
Be Comfortable with being Uncomfortable 29:31

7M ago29:31

29:31

In this week's episode, Paul and Mo are joined by Nick Magone, with Magone & Company in New Jersey. Nick shares insight on how building confidence, taking time to understand client needs, and starting even when uncomfortable, are all important factors in allowing him to keep growing his firm and moving forward in his journey.…

1
Overcoming Challenges 26:14

7M ago26:14

26:14

Paul and Mo are joined by Brad Tafoya with Tafoya, Barrett, and Associates in Durango, CO. They discuss firm challenges with staffing and bandwidth, and how Brad was able to overcome those challenges by implementing advisory first mindset.

1
Keeping it in the Family 20:57

7M ago20:57

20:57

In this week's episode, Paul and Mo are joined by Jennifer DeJesus with DeJesus & Associates PC. Jennifer shares her experience running a small accounting firm and how change is implemented with family only working at the firm.

1
Tax Planning 26:25

8M ago26:25

26:25

Paul and Mo have a discussion around financial advisors shifting to tax planning and how that could impact the profession.

1
2024 Kickoff! 29:16

8M ago29:16

29:16

And just like that… 2024 is here! Paul and Mo are back at it to check on the pulse of the practice.

1
Are You Prepared for New Sustainability Laws in California? 30:59

8M ago30:59

30:59

Key Takeaways: While simple in structure, these new requirements have complex implications for companies, many of which may not be already gathering and reporting this level of climate data. The laws were years in the making but have now pre-empted the country-level SEC climate rules that many have been anticipating. Scope 3 reporting will be requi…

1
Governing the Embrace of AI Benefits and Risks within Your Business 21:00

10M ago21:00

21:00

Key Takeaways: Establishing a “safe” environment for AI isn’t just a protective stance, it is itself a strategy that accelerates innovation, builds trust, and ensures long-term success. In making the decisions to address entity- readiness to greenlight AI initiatives, boards’ due diligence includes: understanding how competitors, customers, employe…

1
Catching Up 26:55

10M ago26:55

26:55

Paul and Mo have a lot to catch up on! This week they share their thoughts on trends from the last couple of events they've been to.

1
How Technology Enablement Can Magnify A Positive Impact on Audit Quality 23:12

10M ago23:12

23:12

Key Takeaways: Using AI and predictive capability is not new but generative AI brings AI to the mainstream due to its human-like communication and ease of accessibility to companies of all sizes. For boards to properly oversee AI risk, they need to require management to establish a model risk management process along with a model risk governance fr…

1
SYNERGY 2023 8:01

11M ago8:01

8:01

Special Edition from SYNERGY 2023 broadcast booth.

1
How to Prompt Management to Get the Most Out of Data Analytics 19:09

11M ago19:09

19:09

Key Takeaways: Leveraging data analytics for strategic decision-making: Use of data analytics in the boardroom to is becoming increasingly important to help directors make informed, evidence-based decisions that drive growth and efficiency. By incorporating data-driven insights, businesses can better understand their customers, optimize operations,…

1
Trends in the Profession 27:12

11M ago27:12

27:12

Paul and Mo have a discussion around trends in the profession and possible steps we can take to address some of the challenges.

1
Automation: How to Unlock Corporate Value 17:48

12M ago17:48

17:48

Boards need to work with management team to continue to identify and prioritize opportunities in automation to enhance all aspects of operations, product development and service delivery. Challenges in implementing automation need to be identified and incorporate into a strong change management program to ensure enterprise-wide acceptance and adopt…

1
AI’s Impact on the Evaluation of Audit Risk 21:55

12M ago21:55

21:55

Key Takeaways: 1. Approaching embedding AI into a service delivery model requires: Identifying and prioritizing AI business processes and use cases that align with your business objectives Assessing the feasibility and potential impact of each use case Developing a detailed implementation plan that contemplates the steps, resources, and timelines r…

1
FinCEN - Beneficial Ownership Information Reporting Rule 23:21

12M ago23:21

23:21

This week Paul and Mo are joined by Nathan Nelson, Attorney and Co-Founder of Virtus Law, to discuss the beneficial ownership information (BOI) reporting rules.

1
New Staff & Flexible Work Environments 28:50

1y ago28:50

28:50

Paul and Mo have a discussion around new staff expectations, flexible work environments, hybrid/remote, and more.

1
Automating the Annual Audit 13:17

1y ago13:17

13:17

Key Takeaways: Use of technological automation in the audit can yield increased efficiency, improved accuracy, consistency and quality. Complexity, data quality, lack of flexibility, resistance to change and over-reliance on technology are challenges to automating auditing procedures that need specific consideration. Auditors are intentionally and …

1
Applying Data Analytics – Benefits and Challenges for the Annual Audit 12:53

1y ago12:53

12:53

Key Takeaways: Service delivery models demand that auditors demonstrate their efforts are directed principally to potential risks and anomalies and areas of higher risk. Boards that derive the most value from audits that leverage data analytics are those that have pretty specific views of what constitute outliers or anomalies for the business and t…

1
Client Onboarding 30:27

1y ago30:27

30:27

This week Paul and Mo talk about client onboarding; the initial phase of internal client onboarding, the client facing advisory onboarding, and the next phase of client onboarding to ensure value recognition and measure success and progress in the relationship.

1
Deadline Talk 25:24

1y ago25:24

25:24

Paul and Mo have a discussion around deadlines, both internal and external, and managing client relationship and expectations.

1
The ideal persona of the future 27:33

1y ago27:33

27:33

Paul and Mo have a discussion around re-establishing the future ideal client persona to work with.

1
Confidence and Profitability 21:03

1y ago21:03

21:03

This week Paul and Mo are joined by Trisha Floyd, CPA, owner of Ramos & Floyd CPA's LLC. Trisha takes us through her journey of buying an accounting firm, analyzing her book of business, and implementing advisory services to drive profitability.

1
Navigating a "Simple" Client Question 22:55

1y ago22:55

22:55

Paul and Mo have a discussion about navigating a simple client question that includes a complex tax and planning component, along with positioning the value of the service offering.

1
Ensuring Corporate Success in Sustainability at the Cross Section of Innovation and Technology 22:56

1y ago22:56

22:56

Key Takeaways: Building corporate sustainability is not about “being responsible for” but rather recognizing “how to work in concert with” a broader group of stakeholders to reduce friction and produce better results. Innovation in a staid industry requires: - Creation of an environment to embrace and enable change – first speak about what will rem…

1
A Firm's Journey! 23:26

1y ago23:26

23:26

This week Paul and Mo are joined by Sharon Macke and William Macke with Macke & Company, CPAs. They talk about their journey and the moment they realized change needs to happen, all the way to where they are today and their ongoing advisory journey.

1
What is Data Governance and Why is it Critical for your Organization? 22:24

1y ago22:24

22:24

Key Takeaways: The NEED: Data governance programs exist to manage change in data assets overtime. The WHAT: Data is an intangible asset that is constantly evolving and has a host of characteristics that make it difficult to manage compared to traditional assets. THE WAKE-UP CALL: When surveyed, 95% of respondents felt data governance programs were …

1
2023 Advisory Symposium Review 23:14

1y ago23:14

23:14

Paul and Mo have a discussion about their experience during 2023 Advisory Symposium in Marco Island, FL.

1
Succession Planning from the Activist Perspective 32:32

1y ago32:32

32:32

Key Takeaways: The basic tenants of succession planning require continuous focus and consensus and can provide an outline for preparation and vigilance. These include: Agreement on short- and long-term company goals Needed skills for the position - Keeping the job description of the upcoming vacancy current Keep a pipeline of candidates that span a…

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