How should you future-proof your organization and your career in a complex and chaotic world? Host Bill Sheridan, thought leader with the Maryland Association of CPAs, gets answers from some of today's most forward-thinking thought leaders.
Subscribe:.rss.atom.json.md.m3u.pls
Live Last read · last published · next check
Saves to your Listen queue, to pick up on another day or another device.
Private equity is reshaping the accounting profession, changing how firms think about succession, valuation, technology, profitability, and growth. In this episode of Future-Proof, we sit down with Brannon Poe, founder of Poe Group Advisors, to explore the opportunities and risks that come with private equity investment in CPA firms. Brannon shares a balanced perspective on what PE is bringing to…
The accounting profession is evolving, and so is the role of today's CPA. In this episode of Future-Proof, we sit down with Savedra Scott, President and Owner of Savvy Financial Solutions and the newly elected Chair of the MACPA Board of Directors, to discuss the evolving role of CPAs and the opportunities shaping the profession's future. Savedra shares why today's accountants are moving beyond…
Can AI do more than improve efficiency? In this episode of Future-Proof, we sit down with Brad Gustafson, Head of the Accounting Partner Channel at Ramp, to explore how AI is reshaping the accounting profession and helping firms address long-term talent challenges. Brad shares why AI should be viewed as a capacity multiplier rather than a replacement for accountants, how agentic AI is transforming…
What does the next generation really want from work? In this episode of Future-Proof, we sit down with Dr. Tara Ceranic Salinas, professor of business ethics at the University of San Diego, to explore what organizations often get wrong about Gen Z in the workplace. Tara explains why Gen Z isn't rejecting leadership. They're rethinking what leadership should look like. From flexibility and purpose…
What does it really take to build a successful global team? In this episode of Future-Proof, we sit down with Anshul Agrawal, founder of June15 Consulting, to separate fact from fiction when it comes to offshoring in the accounting profession. Anshul shares why successful offshoring is about more than cost savings. It requires a shift in mindset, treating offshore professionals as true members of…
Client accounting services continue to grow across the profession, but what standards apply when firms step into CAS work? In this episode of Future-Proof, we sit down with Mike Manspeaker, Member of the AICPA Auditing Standards Board and CPA on Staff for Coastal Peer Review, to explore the compliance, ethics, and quality management considerations firms need to understand as CAS practices expand.…
Mergers and acquisitions continue to reshape the accounting profession, but what happens after the deal closes? In this episode of Future-Proof, Bill Sheridan sits down with Ira Rosenbloom of Optimum Strategies to explore the human side of M&A and why people, not numbers, are often the deciding factor in whether a transaction succeeds or fails. Ira shares insight into how communication gaps,…
What does risk look like for CPA firms today? In this episode of Future-Proof, we sit down with Stan Sterna of Aon to explore how the risk landscape is evolving across the profession. Stan explains how new technologies, shifting regulations, workforce changes, and expanding advisory services are creating both opportunity and exposure for firms. He highlights why risk management must move beyond…
What if culture isn’t soft at all, but one of the most powerful drivers of performance? In this episode of Future-Proof, we sit down with Don Rheem, founder of CultureID, to explore how neuroscience is reshaping the way leaders understand engagement, behavior, and results. Don explains how the way employees feel at work directly drives how they perform, and why factors like psychological safety,…
How is the future of the CPA profession being shaped at the regulatory level? In this episode of Future-Proof, we sit down with Jeff Wilson, the newly appointed chair of the Maryland State Board of Public Accountancy, to discuss the role regulators play in guiding the profession forward. Jeff shares his perspective on addressing the CPA talent shortage, expanding pathways to licensure, and how…
What does cybersecurity really mean for today’s CPA firms? In this episode, we sit down with Luke Kiely, Chief Information Security Officer at SmartVault and Chief Security Officer at ComplyWise, to explore why cybersecurity is no longer just an IT issue, but a firm-wide responsibility. Luke breaks down how most breaches still begin with a simple email and a distracted click, why busy season…
