Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Player FM - Internet Radio Done Right
Checked 1M ago
Added seven years ago
Content provided by Bill Sheridan of MACPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Sheridan of MACPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Similar to Future-Proof
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
…
continue reading
…
continue reading
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
))
Daily Deals
Podcasts Worth a Listen
SPONSORED
<
<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/the-vanished">The Vanished</a></span>
Join us on a journey into the perplexing world of disappearances, where individuals vanish without a trace, leaving behind a void filled with questions and speculation.
210. Where will the pipeline dust settle? with Lexy Kessler
Manage episode 413938505 series 2416589
Content provided by Bill Sheridan of MACPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Sheridan of MACPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
This week, we're diving into a well known, critical issue gripping our profession: the shortage of CPAs. It's a widespread challenge impacting businesses, causing staffing gaps, burnout, and compromised client service. The scarcity of expertise has escalated workloads, hindered recruitment and retention, and even led some firms to decline work due to insufficient manpower. To combat this, many organizations are resorting to measures like increasing compensation and offering more flexible work arrangements. The profession is undergoing a transformation to adapt and survive.
The ramifications extend beyond the accounting realm, influencing how businesses operate at large. Solutions are being sought across various fronts, including regulation, education, and cultural shifts. At the forefront of these discussions is our guest, Lexy Kessler, Mid-Atlantic Regional Leader and Partner at Aprio as well as a former chair of MACPA Board of Directors, who now chairs the National Pipeline Advisory Group. This group is spearheading efforts to formulate a unified strategy to address the talent shortage, leveraging unbiased research and stakeholder input. They've launched a national survey to gather insights and ideas for tackling this issue head-on. In our conversation, we delve into the progress of this initiative, its timeline, potential outcomes, and the individual CPA's role in bolstering the pipeline
Resources:
- Financial Executive International article, "Navigating the Accounting Talent Shortage: Strategies for Business Growth and Efficiency" by Justin Smith
- Forbes article, "Accountants Are Turning Away Work—Hurting Firms And Small Businesses" by Hitendra Patil
- CFO Dive article, "Auditors say accountant shortage ramps up work pressure: CAQ" by Jim Tyson
- Lexy Kessler, CPA, CGMA, Mid-Atlantic Regional Leader & Partner at Aprio
- Lexy Kessler LinkedIn Profile
- National Pipeline Advisory Group: Pipeline Survey
200 episodes
Share
Manage episode 413938505 series 2416589
Content provided by Bill Sheridan of MACPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Sheridan of MACPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
This week, we're diving into a well known, critical issue gripping our profession: the shortage of CPAs. It's a widespread challenge impacting businesses, causing staffing gaps, burnout, and compromised client service. The scarcity of expertise has escalated workloads, hindered recruitment and retention, and even led some firms to decline work due to insufficient manpower. To combat this, many organizations are resorting to measures like increasing compensation and offering more flexible work arrangements. The profession is undergoing a transformation to adapt and survive.
The ramifications extend beyond the accounting realm, influencing how businesses operate at large. Solutions are being sought across various fronts, including regulation, education, and cultural shifts. At the forefront of these discussions is our guest, Lexy Kessler, Mid-Atlantic Regional Leader and Partner at Aprio as well as a former chair of MACPA Board of Directors, who now chairs the National Pipeline Advisory Group. This group is spearheading efforts to formulate a unified strategy to address the talent shortage, leveraging unbiased research and stakeholder input. They've launched a national survey to gather insights and ideas for tackling this issue head-on. In our conversation, we delve into the progress of this initiative, its timeline, potential outcomes, and the individual CPA's role in bolstering the pipeline
Resources:
- Financial Executive International article, "Navigating the Accounting Talent Shortage: Strategies for Business Growth and Efficiency" by Justin Smith
- Forbes article, "Accountants Are Turning Away Work—Hurting Firms And Small Businesses" by Hitendra Patil
- CFO Dive article, "Auditors say accountant shortage ramps up work pressure: CAQ" by Jim Tyson
- Lexy Kessler, CPA, CGMA, Mid-Atlantic Regional Leader & Partner at Aprio
- Lexy Kessler LinkedIn Profile
- National Pipeline Advisory Group: Pipeline Survey
200 episodes
All episodes
×
F
Future-Proof
1 229. Leading with purpose and passion, Lexy Kessler 31:21
31:21 
Play Later 
Play Later 
Lists 
Like 
Liked31:21
Play Later Play Later Lists Like LikedThis 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…
F
Future-Proof
1 228. A world beyond services, with Ron Baker 52:29
52:29 Play Later Play Later Lists Like Liked52:29
Play Later Play Later Lists Like LikedIn 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…
F
Future-Proof
1 227. Global talent playbook, with Tricia Katebini 27:26
27:26 Play Later Play Later Lists Like Liked27:26
Play Later Play Later Lists Like LikedFirms 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…
F
Future-Proof
1 226. The evolution of AI, with Pascal Finette 34:51
34:51 Play Later Play Later Lists Like Liked34:51
Play Later Play Later Lists Like LikedAI 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 "…
F
Future-Proof
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…
F
Future-Proof
1 224. Cracking the CAS code, with Amy Bridges 39:09
39:09 Play Later Play Later Lists Like Liked39:09
Play Later Play Later Lists Like LikedClient 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…
F
Future-Proof
1 223. The critical importance of CPA advocacy, with Maryland Sen. Brian Feldman 41:30
41:30 Play Later Play Later Lists Like Liked41:30
Play Later Play Later Lists Like LikedMaryland'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…
F
Future-Proof
1 222. Post-election pulse, with Lauren Pfingstag Vahey 36:16
36:16 Play Later Play Later Lists Like Liked36:16
Play Later Play Later Lists Like LikedWhat’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…
F
Future-Proof
1 221. What makes a great A.I. policy? with Maddie Grant 45:52
45:52 Play Later Play Later Lists Like Liked45:52
Play Later Play Later Lists Like LikedAI 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…
F
Future-Proof
1 220. Time to transform your business model? with Lisa Simpson 38:37
38:37 Play Later Play Later Lists Like Liked38:37
Play Later Play Later Lists Like LikedIn 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)…
F
Future-Proof
1 219. Solving the talent puzzle, with Lexy Kessler 24:57
24:57 Play Later Play Later Lists Like Liked24:57
Play Later Play Later Lists Like LikedIn 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…
F
Future-Proof
1 218. CPA: The C is for 'cool', with Carla McCall 27:56
27:56 Play Later Play Later Lists Like Liked27:56
Play Later Play Later Lists Like LikedIn 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…
F
Future-Proof
1 217. Cutting ties with clients, with Robert Albertini 31:36
31:36 Play Later Play Later Lists Like Liked31:36
Play Later Play Later Lists Like LikedThis 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…
F
Future-Proof
1 216. A career and its impact, with Alvin Katz 25:39
25:39 Play Later Play Later Lists Like Liked25:39
Play Later Play Later Lists Like LikedIn 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…
F
Future-Proof
1 215. Looking back ... and ahead, with Barry Melancon 33:38
33:38 Play Later Play Later Lists Like Liked33:38
Play Later Play Later Lists Like LikedThis week's episode is about TRUST. We must rely on trust as we navigate change. Our guest is Barry Melancon, who will be retiring as long-time President and CEO of AICPA as of December 31, 2024. Barry has been the "face" of the profession for decades. This transition is another example of great change in our profession. Since Barry has been leading change, and has been teaching our profession to navigate shifts, we are all better prepared even for this particular moment in our profession. Join us as we talk about the state of the profession, what's next for CPAs, and what's next for Barry himself. A true visionary and thought leader, Barry gives us his wisdom on trust, change, and the future. Resources Preferred Providers: macpa.org AICPA& CIMA: aicpa-cima.com Barry Maloncon on LinkedIn: linkedin.com/in/barry-melancon-cpa-cgma/…
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.
Daily Deals
Daily Deals
Similar to Future-Proof
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
…
continue reading
…
continue reading
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
