220. Time To Transform Your Business Model? With Lisa Simpson Future-Proof podcast

31:21

This week on Future Proof, we’re joined by Lexy Kessler, partner at Aprio, former chair of the Maryland Association of CPAs, and now the third Marylander to chair the AICPA’s board of directors. Lexy brings insight, inspiration, and a powerful sense of purpose to this conversation. She shares how a high school bookkeeping class sparked her career, why she was an early adopter of technology, and how a short break from public accounting reaffirmed her calling. Now in a national leadership role, Lexy is focused on deep listening, building trust across the profession, and addressing the talent pipeline with both policy and heart. This episode is a must-listen for anyone seeking renewed purpose and direction in the profession. Resources Lexy Kessler LinkedIn Profile Lexy Kessler AICPA Profile National Pipeline Advisory Group…

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228. A world beyond services, with Ron Baker 52:29

24 days ago52:29

52:29

In this episode, Ron Baker, founder of the VeraSage Institute, challenges traditional views of innovation in accounting. Instead of focusing on technology like AI and automation, Ron advocates for transforming the value we provide to clients, shifting from transactional services to outcomes and personal growth. He highlights Fender's shift from selling guitars to teaching customers how to become musicians as a key example of transformation. Ron also reframes burnout as "moral injury," the emotional toll of not living up to the deeper purpose of the profession, which is helping people. This conversation is full of actionable ideas to help CPAs evolve beyond billable hours and checklists. Tune in for a fresh perspective on the future of accounting and how to make a greater impact. Resources: VeraSage Institute Ron Baker biography and work Ron Baker's podcast, The Soul of the Enterprise "The Experience Economy " book by Joe Pine and James Gilmore PwC 2023 Consumer Insights Report Deloitte’s Human Outcomes Study…

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227. Global talent playbook, with Tricia Katebini 27:26

7 weeks ago27:26

27:26

Firms are facing major capacity and talent challenges—and many are turning to offshoring, or global resourcing, to keep up. But how do you make it work? In this episode of Futureproof, GRF CPAs and Advisors partner Tricia Katebini shares how her firm built a global team that’s fully integrated into their culture and client service model. Whether you’re just getting started or refining your approach, this episode is packed with practical insights to help you navigate the future of talent. Resources: Tricia Katebini, CPA, MBA, Partner, Audit and Assurance at GRF CPAs and Advisors India GCC Landscape Report – The 5 Year Journey…

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226. The evolution of AI, with Pascal Finette 34:51

13 weeks ago34:51

34:51

AI adoption is surging, but most companies struggle to scale its value. Tech expert and be radical co-founder Pascal Finette helps leaders navigate the evolving technology landscape—and today, he’s breaking down what businesses get wrong about AI and how to get it right. With nearly 30 years in tech, including leadership roles at Google, eBay, and Mozilla, Pascal shares practical strategies for integrating AI, overcoming challenges, and driving real impact. Listen in to learn how to harness AI for growth, efficiency, and innovation. Resources: Pascal Finette website be radical Boston Consulting Group (BCG) report, " Where’s the Value in AI? " McKinsey & Company report, "AI in the workplace: A report for 2025 "…

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225. Meet the new boss, with Mark Koziel 29:03

16 weeks ago29:03

29:03

In this episode, I speak with Mark Koziel as he steps into his new role as CEO of the AICPA, succeeding Barry Melancon, who led the organization for nearly 30 years. Mark shares his vision for the profession, bringing a global perspective from his experience at both the AICPA and Allinial Global. We discuss key challenges like talent shortages, technology, and regulatory shifts, as well as the importance of community and keeping the profession strong for future generations. From private equity risks to new opportunities, Mark sees every challenge as a chance for growth. Whether you're a CPA, student, or leadership enthusiast, this conversation is packed with valuable insights. Resources : Mark Koziel LinkedIn Profile Journal of Accountancy article, " Mark Koziel to become CEO of the Association of International Certified Professional Accountants ", by Kim Nilsen…

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224. Cracking the CAS code, with Amy Bridges 39:09

17 weeks ago39:09

39:09

Client Advisory Services (CAS) has become one of the most profitable and in-demand service lines in accounting, with revenues surging 17% in two years. Amy Bridges, Senior Manager of Practice Development at CPA.com, unpacks key findings from the latest CAS Benchmark Survey, revealing how top firms achieve $250,000 in median net client fees per professional and why 90% have moved away from hourly billing. From pricing strategies to scaling advisory services, this conversation offers actionable insights for firms looking to maximize CAS growth. Resources: CPA.com’s 2024 CAS Benchmark Survey Amy Bridges, LinkedIn Profile…

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223. The critical importance of CPA advocacy, with Maryland Sen. Brian Feldman 41:30

20 weeks ago41:30

41:30

Maryland's General Assembly is in session, facing a significant budget deficit. In this episode, State Senator Brian Feldman, CPA, breaks down the tough decisions ahead, including the potential taxation of professional services. He emphasizes why legislative advocacy is crucial for CPAs, who can influence tax policy and business decisions. Senator Feldman also explains how Maryland’s legislative process is accessible, offering CPAs a chance to make a real impact. We also discuss how Maryland’s economic, energy, and environmental policies will shape the future, making it vital for CPAs to be involved. Resources: Brian J. Feldman, Maryland State Senator MACPA's annual CPA Day in Annapolis MACPA editorial, " Fiscal concerns dominate Maryland's 2025 legislative session ", by Bill Sheridan…

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222. Post-election pulse, with Lauren Pfingstag Vahey 36:16

25 weeks ago36:16

36:16

What’s next for CPAs after the election? I sit down with Lauren Pfingstag Vahey, AICPA’s Director of Congressional and Political Affairs, to explore the impact of a new president and Congress on the profession. We discuss the future of the Tax Cuts and Jobs Act, potential new tax legislation, and the recent IRS funding boost from the Inflation Reduction Act. Lauren also shares insights on the possible restructuring of the PCAOB under SEC oversight and offers advice on how CPAs can stay actively engaged in legislative advocacy. Tune in to this essential conversation to navigate the evolving political and regulatory landscape. Resources Lauren Pfingstag Vahey LinkedIn Profile AICPA Congressional and Political Affairs Team…

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221. What makes a great A.I. policy? with Maddie Grant 45:52

25 weeks ago45:52

45:52

AI is the new social media—exciting, risky, and in need of guardrails. In this episode, we explore what makes a good AI policy and how to navigate the powerful tools reshaping our world. From confidentiality to data reliability, we cover key considerations for using AI responsibly. Joining the conversation is digital strategist Maddie Grant from Propel. She shares insights on crafting effective AI policies, testing their strength, and understanding where we stand in this fast-moving AI era. Tune in for essential guidance on shaping AI policies that protect and empower your organization. Resources Maddie Grant, Culture Designer & Digital Strategist at Propel Journey of Accountancy article, " Generative AI and risks to CPA firms " by Sarah Beckett Ference, CPA…

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220. Time to transform your business model? with Lisa Simpson 38:37

31 weeks ago38:37

38:37

In this episode, we explore how your business model might be evolving, whether you realize it or not. Technology, demographics, and regulation are driving change across industries, and for business and CPA firm leaders, the big question is: how do we stay relevant? I’m joined by Lisa Simpson, VP of Firm Services at the AICPA, to discuss the "Transforming Your Business Model" initiative, launched by the AICPA's Private Companies Practice Section (PCPS). This project helps firms identify outdated aspects of their business model and offers solutions across five key areas: governance, strategy, service offerings, talent, and technology. We take a deeper look at how this transformation can shape the future of your firm. Resources: Lisa Simpson, VP of Firm Services, AICPA LinkedIn Profile Transforming Your Business Model by AICPA's Private Companies Practice Section (PCPS)…

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219. Solving the talent puzzle, with Lexy Kessler 24:57

36 weeks ago24:57

24:57

In this episode, we tackle the talent puzzle and discuss steps to secure the future of the accounting profession. I sit down with Lexy Kessler, Vice Chairman of AICPA and Mid-Atlantic Managing Partner at Aprio and member of the National Pipeline Advisory Group (NPAG), to dive into the finalized "Accounting Talent Strategy Report" and its bold solutions to the profession’s talent challenges. Lexy shares insights on how the report’s key themes have been well-received, and we explore trends like three-year bachelor's programs and shifting education preferences. We also break down the report’s six recommendations, from retooling education to evolving business models. Lexy also speaks to the importance of collaboration and grassroots efforts like the National Pipeline Pledge. Tune in to hear our full conversation about this report and it's implications for the future of our profession. Resources NPAG’s Accounting Talent Strategy Report Lexy Kessler CPA, CGMA Proposed “CPA Competency-Based Experience Pathway” from AICPA and NASBA National Pipeline Pledge…

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218. CPA: The C is for 'cool', with Carla McCall 27:56

39 weeks ago27:56

27:56

In this episode, we discuss the need to change the narrative around what it truly means to be a CPA. I’m joined by Carla McCall, the 2024-25 Chair of the AICPA, to explore how the accounting profession can attract new talent by focusing on purpose and passion rather than just tasks and hours. By highlighting the “why” behind accounting—what makes it exciting, meaningful, and impactful—we can inspire the next generation to see the true value of a career in this field. Carla’s views perfectly align with the MACPA’s “Purpose of a CPA” campaign, which encourages CPAs to share their personal stories and what drives them. We also discuss her plans for the year, insights on the industry’s future, and her leadership approach. Don’t miss this insightful conversation with a leader committed to showcasing the true purpose and value of the CPA profession. Resources: Carla McCall, CPA, CGMA, Managing Partner at AAFCPAs Journal of Accountancy article, " New AICPA chair: ‘We need to promote the cool work we do ", by Mari Sagedal MACPA's Purpose of a CPA: Share Your Why…

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217. Cutting ties with clients, with Robert Albertini 31:36

43 weeks ago31:36

31:36

This week, we're tackling a challenging yet crucial topic: when and how to fire a client. Some clients can end up costing more in time, effort, and frustration than the value they provide. Letting them go can sometimes be the best decision for your business. However, this process is not to be taken lightly—there are numerous pitfalls to avoid and best practices to follow. Thankfully, there are plenty of resources to make it easier. Joining me this week is Robert Albertini, an account manager at Aon, which has been a longtime partner of MACPA. With over 25 years of industry experience, particularly in professional liability, Robert will share his insights and expertise on managing client relationships and knowing when it’s time to part ways. Resources: MACPA Preferred Providers Robert Albertini LinkedIn Profile Aon partner landing page…

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216. A career and its impact, with Alvin Katz 25:39

44 weeks ago25:39

25:39

In this episode, we honor the remarkable career of Alvin Katz, Co-Founder & Director of KatzAbosch, a firm he helped build from the ground up in 1969 into one of the largest CPA and business consulting organizations in the Mid-Atlantic. As Alvin retires after 55 years at the helm, he shares his journey, the evolution of the profession, and the lasting impact of KatzAbosch on the Maryland community. Join us for an insightful conversation on building a lasting firm, embracing change, and the future of accounting and finance. Resources Alvin Katz, Co-Founder & Director of KatzAbosch Alvin Katz LinkedIn Profile…

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215. Looking back ... and ahead, with Barry Melancon 33:38

45 weeks ago33:38