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Explore every episode of the podcast FLP, the Finance Leadership Podcast

Dive into the complete episode list for FLP, the Finance Leadership Podcast. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
FLP 213. OCS November 2026 - Tendra Tents Deep dive27 oct. 202600:27:33

With your CIMA Operational Case Study (OCS) exam approaching, the Tendra Tents pre-seen puts a seasonal manufacturer with strong sustainability ambitions at the centre of the case. The aim is practical: understanding the case is only part of the challenge, you also need to know what the exam is asking you to demonstrate.

Kevin Gormley and Kaplan tutor Alex Whelan unpack Tendra's financial position, working capital pressures, and the risks that could come with expansion. Costing, budgeting, performance management, accounting standards, and short-term decision-making all feature. Alex also considers what stronger OCS answers look like, from applying technical knowledge to Tendra to making effective use of the information provided.

  • Tendra Tents, including its financial position, seasonal demand, sustainability priorities, and potential pressure on working capital.
  • The core activities, with areas ranging from costing and budgeting to performance management, accounting standards, and short-term decision-making.
  • Exam technique, including answer structure, application to the scenario, and using the information provided to build stronger responses.
You'll have a clearer sense of what to prepare and how to apply it when you sit the OCS.

 

RESOURCES

The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org.

Explore the CGMA Study Hub at https://hub.cimaglobal.com for past OCS case studies and practice materials.

Get in touch with show host Kevin Gormley via LinkedIn at https://www.linkedin.com/in/kevingormley/

This is a podcast from AICPA & CIMA (https://www.aicpa-cima.com). Enjoy more conversations from our global community of accounting and finance professionals by exploring our network of free shows at www.aicpa-cima.com/podcast.

FLP 212. Important FLP Assessment Changes for August 202604 août 202600:24:58

New assessment measures are coming to the Finance Leadership Programme, with implementation planned for late August.

Show host Kevin Gormley and returning guest Colin Ward explain the four changes, including limits on TLA attempts within a 12-hour period, topic-specific time allowances, a new learner conduct policy, and the removal of question-level feedback. They outline why these measures are being introduced, how they are designed to strengthen confidence in the programme, and what learners can expect when communications begin around six weeks before launch. If you're studying through FLP, it offers useful context ahead of the rollout.

Thanks for listening. Share your feedback at https://www.aicpa-cima.com/podcastsurvey.

 

ABOUT US.

The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification.

This is a podcast from AICPA & CIMA, (https://www.aicpa-cima.com). To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows at www.aicpa-cima.com/podcast

FLP 211. Operational Case Study (OCS) May Exam Deep Dive21 avr. 202600:35:47

Host Kevin Gormley is joined once again by Alex Whelan from Kaplan to help candidates prepare for the May Operational Case Study (OCS) exam. Whether you're early in your preparation or refining your technique, Kevin and Alex provide practical insights to help you focus on what matters most: applying your knowledge to the case with confidence. Good luck to all candidates!

Building on the popularity of their February episode, Kevin and Alex focus on the May case study scenario featuring SOPA, a family‑owned restaurant business operating in a competitive market. The discussion provides practical guidance on how students should interpret the pre‑seen, identify exam‑relevant issues, and approach answers across all OCS core activities. 

This episode is especially valuable for candidates sitting their first CIMA Case Study exam and transitioning from Objective tests to a fully integrated, scenario‑based assessment. It  offers a concise but comprehensive roadmap for tackling the May 2026 OCS exam. 

Key Topics Covered
Case Study Overview: SOPA

  • SOPA is a family‑owned restaurant chain operating across nine locations.
  • The business operates in a highly competitive hospitality sector with tightening margins.
  • Strong revenue growth and profitability, but operational and strategic risks are emerging.
  • Heavy reliance on customer reviews, staff morale, and brand reputation.
  • Industry themes include:
    • Rising labour and food costs
    • Low consumer confidence
    • Staffing shortages
    • Cost‑of‑living pressures

 

Strengths and Risks in the Pre‑Seen: Positives

  • Strong revenue and gross margin growth (outperforming the market)
  • Healthy cash position and working capital
  • Loyal customer base and sustainability credentials
  • Standardised menus and processes

 

Strengths and Risks in the Pre‑Seen: Risks & Weaknesses

  • Declining customer reviews
  • High staff turnover and morale concerns
  • High fixed‑cost base
  • Dependence on single suppliers
  • Potential over‑expansion risks

 

Expansion & Strategic Decisions

Potential exam‑relevant initiatives discussed in the pre‑seen included:

  • Opening new restaurants
  • Launching a ghost kitchen
  • Developing a branded dips product line
  • Entering a new foreign market
  • Exploring AI and digital ordering technology

The move from B2C to B2B activities is highlighted as a significant operational and financial risk area that candidates should prepare to address.

 

Exam Focus: Core Activities Breakdown
Alex walks through all six OCS core activities, highlighting what candidates should expect and where SOPA‑specific issues may arise:

  • Core Activity A – Costing
    • Marginal costing vs absorption costing
    • New syllabus focus: Environmental and quality costing
    • Digital vs traditional costing (apps, online ordering, IT support costs)
    • Cost of quality (prevention, appraisal, internal & external failure)
  • Core Activity B – Budgeting & Forecasting
    • Incremental vs zero‑based budgeting (ZBB)
    • Forecasting and seasonal trends
    • Rolling budgets and beyond budgeting
    • Importance of clearly explaining ZBB steps
  • Core Activity C – Performance Management
    • KPIs (occupancy rates, sustainability, quality, staff metrics)
    • Variance analysis (including mix variances)
    • Use of attachments and data in answers
  • Core Activity D – Accounting & Reporting
    • Reduced weighting but still examinable
    • PPE decisions (buy vs lease)
    • Inventory valuation (IAS 2)
    • Capitalisation and depreciation
    • Implications of sustainability investments (e.g. vertical farming)
  • Core Activity E – Decision Making
    • Relevant and incremental cash flows
    • Outsourcing vs in‑house production (dips, ghost kitchen)
    • Decision trees and expected values
    • Linear programming and constraints
    • Weighted average benefit analysis
  • Core Activity F – Risk & Working Capital
    • Inventory management (EOQ vs JIT)
    • Working capital cycle (negative cycle at SOPA)
    • Receivables emergence from B2B expansion
    • Factoring and invoice discounting
    • Cash surplus management and over‑trading risks


How the Exam Is Marked
Alex explains CIMA's four assessment pillars:

  1. Technical understanding
  2. Communication & professional tone
  3. Use of information provided (attachments)
  4. Application to the scenario

 

Key advice

  • Refer to SOPA frequently — name the company, people, products, and locations.
  • Use clear sub‑headings and structured answers.
  • Justify recommendations clearly.
  • Use planning time effectively.
  • No calculations required — focus on explanation and application.


Exam Tips & Final Advice

  • Expect questions around ghost kitchens, expansion, and B2B risks
  • Practice with mock exams and review model answers
  • Focus on structure, relevance, and professionalism
  • Remember: you must advise SOPA, not write generic theory


Useful Links


About Us

The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/

Get in touch with show host Kevin Gormley via LinkedIn.

Contact the podcast team at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

 

FLP 210. How Students Are Succeeding in the Operational Case Study (OCS)02 mars 202600:24:00

Kevin Gormley speaks with three standout students from India who are currently pursuing their undergraduate degrees alongside the CGMA Finance Leadership Program (FLP). Each has successfully passed the Operational Case Study (OCS), and in some cases achieved top All‑India ranks.

Each shares their unique experiences balancing university studies with FLP, insights from their OCS preparation, the challenges they encountered, and the strategies that led them to exam success.

GUESTS

  • Nandini Maheshwari. Bachelor of Commerce student, Symbiosis College of Arts & Commerce, Passed both Operational and management level Case Study.
  • Pranav Bhat. BBA student, St. Joseph's College of Commerce. Passed OCS, preparing for Management Case Study.
  • Prerana Rao. BBA student, St. Joseph's College of Commerce. Achieved All‑India Rank in OCS. Recently completed MCS and preparing for SCS

HIGHLIGHTS

1. What it's like to sit the OCS while still an Undergraduate. Each student reflects on their first exposure to a case‑based professional exam.
2. Study strategies that worked. Details of how they structured (and sometimes didn't structure) their study plans:
3. The power of mock exams. How these graded exercises help to gain vital insights, get feedback, and understand examiners' expectations.
4. Their best advice for future OCS candidates. Practical perspectives, including this important takeaway: "Don't treat it like the end of the world. Relax. Enjoy the learning process."

ABOUT US.

The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/ and at https://aicpa-cima.com.

Get in touch with show host Kevin Gormley via LinkedIn.

Email the podcast team at podcast@aicpa-cima.com

Thanks for listening. It takes just a couple of minutes to share your feedback here.

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

FLP 209. Preparing for Exam Resits. Support, Resources & Proficiency Guidance30 janv. 202600:17:17

Kevin is joined by Nasheen Wuisman from the CIMA Study Support & Progression Team to discuss the challenges of exam resits and the wealth of support resources available for students, especially those preparing for the upcoming February exam window.

Nasheen explains the emotional and practical difficulties students face when re‑sitting a Case Study exam, and highlights key support tools such as the Revitalise Resit Guide, the Resit Program, the Proficiency Guide, coaching services, and community learning spaces. She also describes how these resources help candidates understand examiner expectations, improve answer proficiency, and rebuild confidence for the next exam attempt.

 

TOPICS COVERED

  • Understanding the Emotional Side of Exam Resits. Students often struggle with motivation, confidence, focus, and disappointment after narrowly failing. The support team acknowledges the emotional impact and provides structured and empathetic resources.
  • Overview of CIMA Support Resources
    1. Revitalise — The Resit Guide. A self‑study resource designed to help students reassess, re‑focus, and re‑plan for their next exam attempt.
    2. The Resit Program. A structured, flexible program run between results release and the next sitting. Hosted on the CIMA community platform to help students learn, network, and feel less isolated. Includes guidance, weekly resources, and informal live sessions for open discussion and emotional support.
    3. The Proficiency Guide. Built using real candidate scripts from an actual exam sitting.
    Shows examiner annotations on how responses were marked and how to turn "red arrows" into "green arrows." Includes scripts from a fail, marginal pass, and pass for comparison.
    Particularly powerful for resit candidates who need clarity on how to improve performance.
    4. One‑to‑One Coaching Support. FLP 1‑to‑1 coaching sessions for tailored advice, confidence‑building, and personalised study strategy.
    5. CGMA Case Study Structured Success Program. A free 8‑week program for first‑time Case Study takers, run twice yearly. Supplements the FLP platform with added skills support (time management, motivation, exam skills).
    6. Communities — Engage 365. Includes dedicated spaces for Case Study students, Resit students, and (soon) level learners. Allows global peer‑to‑peer learning, networking, and sharing.

 

TAKEAWAYS

  • Students should fully utilise the variety of free, high‑quality resources available through CIMA and FLP.
  • Understanding examiner expectations is essential, and real scripts in the Proficiency Guide make this far more accessible.
  • Resit success often depends on emotional readiness as much as technical readiness.
    Community support helps reduce isolation and allows students to learn from peers.
  • Structured programs, coaching, and targeted guides can significantly improve exam performance.


USEFUL LINKS

Thanks for listening. It takes just a couple of minutes to share your feedback here.

ABOUT US.

The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. 

Get in touch with show host Kevin Gormley via LinkedIn.

Contact the podcast team at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

 

FLP 208. OCS 2026 Focus — Insights on the Sumtrix Case29 janv. 202600:29:18

Host Kevin Gormley talks to special guest Alex Whelan, a CIMA‑qualified tutor with extensive industry experience, who provides deep insights into the Sumtrix pre‑seen case for February OCS resit candidates.

Alex breaks down Sumtrix's business model, financial structure, sustainability themes, costing methods, budgeting issues, and potential exam‑relevant risks. The conversation also includes a full walkthrough of all six CIMA Core Activities (A–F) and expert exam‑technique guidance, including planning, subheadings, KPIs, and referencing attachments.

Kevin also introduces the updated 2026 direction of the Finance Leadership Podcast, which will now focus heavily on supporting Operational Case Study (OCS) candidates.

KEY POINTS

  • Overview of our podcast direction for 2026
  • Deep case analysis of Sumtrix (ski manufacturer: freestyle, touring, custom)
  • Financial highlights, revenue channels, and operational structure
  • Sustainability misalignment (importing North American materials)
  • Key red flags: seasonality, inventory buildup, rising overheads
  • Detailed breakdown of Core Activities A–F
  • Exam techniques: planning time, subheadings, KPI construction, use of attachments
  • Resources on the CGMA Hub for resit candidates

Thanks for listening. It takes just a couple of minutes to share your feedback.

 ABOUT US.

The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/

Get in touch with show host Kevin Gormley via LinkedIn.

Your comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

FLP 207. Modern Learning17 déc. 202500:29:37

Guest Richard Stanfield from Kaplan joins us to outline some key aspects of modern learning.

He sits down with show host Kevin Gormley to discuss:

  • learning via FLP
  • using AI during the pursuit of CGMA
  • preparing for Case Study exams
  • common study mistakes.  

The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/ or https://www.aicpa-cima.com/resources/landing/the-cgma-r-finance-leadership-program.

CONNECT 

Get in touch with show host Kevin Gormley via LinkedIn.

Thanks for listening. It takes just a couple of minutes to share your feedback. You can also contact us directly at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

FLP 206. Students tell us their experiences of using FLP20 févr. 202500:26:40

Guests Matthew Payze and Stewardt Cornelissen join us from South Africa. Together we discuss their experiences in studying for CGMA, and share their advice and views on studying for the qualification via the FLP pathway.  

The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/ or https://www.aicpa-cima.com/resources/landing/the-cgma-r-finance-leadership-program.

CONNECT 

Your feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

FLP 205. Navigating the UK Accountancy job market16 janv. 202500:40:14

Our guest is Jason Nye, CIMA's Senior Manager in Operations for the UK. Together we take a look at the UK market for Finance & Accounting and provide useful insights for anyone considering this sector as a career.  

Jason talks about his background, the market for jobs in the UK, what careers are open to CIMA students, where people can find roles, and how to start studying CIMA. We also discuss what types of companies have CIMA opportunities and how are they structured. Finally we share some employability tips. 

Find out more on the UK market at https://www.tiktok.com/@cimaearlycareersuk and https://www.instagram.com/cimaearlycareersuk/          

ABOUT US.

The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/

CONNECT.

Get in touch with show host Kevin Gormley via LinkedIn.

Connect with Jason Nye at  https://www.linkedin.com/in/cimajason/

Your feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

FLP 204. The value of Finance Business Partnering05 déc. 202400:27:32

Andi Lonnen, founder and CEO of FBP Academy, joins us to discuss Finance business partnering: what it is, why it's important, and how to build the mindset of a Finance Business Partner. 

Alongside many insights in this conversation with podcast host Kevin Gormley (AICPA & CIMA, UK), Andi highlights that Finance Business Partners (FBPs) are not just traditional accountants who "add up" numbers, but professionals who "add value".

ABOUT US.

The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/

Get in touch with show host Kevin Gormley via LinkedIn.

Connect with Andi Lonnen at  https://www.linkedin.com/in/andilonnen

Your feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

 

FLP 203. Preparing for this November's 2024 SCS Case Study exam18 nov. 202400:12:02

Kevin Gormley welcomes Hugh Martin from Procountancy back to the podcast to hear his views on preparing for this month's Strategic Case Study exam. 

Returning podcast guest Hugh is a CGMA and has lots of experience with the SCS. Connect with him on LinkedIn https://www.linkedin.com/in/hughmartincgma/

ABOUT US.

The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/

Get in touch with show host Kevin Gormley via LinkedIn.

Your feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

 

FLP 202. First Intuition and CGMA FLP14 nov. 202400:22:47

Kevin Gormley is joined by John Bannon, Director at First Intuition who are a Training Partner of AICPA & CIMA. 

John outlines the First Intuition FLP offer and also gives his thoughts on the upcoming Strategic Case Study (SCS) exam.  As a tutor himself, he has lots of experience in teaching for the SCS and students who are preparing for this exam may find his insights useful.

CONNECT

The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/.           

Your feedback and comments are welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

FLP 201. My Journey to CGMA15 oct. 202400:34:17

We're joined by CIMA member and former FLP student Shirley Henrick, who switched to the Finance Leadership Programme and attained CGMA after the opportunity arose during the Pandemic to complete her studies.  She talks about her career, her route to CGMA, and gives some invaluable advice based on her experiences.

The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/

Connect with show host Kevin Gormley via LinkedIn.

Your feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

 

 

FLP 200. New Case Study review course-onboarding for Skills Plus10 sept. 202400:15:40

We're joined by Chris Roberts and Kim Hanson from our FLP Product team to talk about the new class onboarding feature that has been released as part of the Skills Plus subscription.  

Chris and Kim discuss how it works, the benefits to students, and how this will help guide them through the process of preparing to take a Case Study exam.

The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/

Contact show host Kevin Gormley via LinkedIn.

Your feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

 

FLP 199. The Astranti FLP offering08 août 202400:25:02

Our guest this month is Thomas Broadley, Division Manager with professional training provider Astranti.

He joins AICPA & CIMA podcast host Kevin Gormley to discuss Astranti's partnership with CIMA, how they utilise The Finance Leadership Programme as a platform to their students, the experience of using FLP, and his thoughts around the successes it has brought.

RESOURCES

CONNECT 

If you're on LinkedIn, feel free to connect with show host Kevin Gormley or episode guest Thomas Broadley 

Your feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

FLP 198. Tackling the August 2024 MCS exam.15 juil. 202400:21:57

Our guest Iryna McDonald explores elements of the upcoming MCS (Management Case Study) exam in August 2024. These insights make this episode a 'must-listen' for any students at this level.

Not only is our guest a Tutor at Kaplan Financial, the Association's Premium partner for the CGMA Finance Leadership Programme (FLP), Iryna herself also holds a CGMA Professional Qualification. She talks to podcast host Kevin Gormley (AICPA & CIMA, Ireland) about the Management level, and details the preparation needed for the upcoming MCS exam.

RESOURCES

  • See the CIMA Study Hub for past papers and information on exam preparation. https://hub.cimaglobal.com/
  • The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/

GET IN TOUCH

Connect with show host Kevin Gormley via LinkedIn. You'll find podcast guest Iryna McDonald there too.

Your feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

 

FLP 197. Preparation Insights for this month's SCS Exam (May 2024)13 mai 202400:23:03

We're joined today by Hugh Martin, Director Of Content for VIVA Financial Tuition, to talk about the upcoming Strategic Case Study exam in May 2024.

Hugh shares his vast experience on the Strategic Case Study exam and specifically the upcoming May 2024 session featuring a security company called Saefwell. This is a must-listen for anyone about to, or planning to, sit the exam in May or August 2024, and also for future students who want to understand the dynamics of sitting the SCS.    

ABOUT 

The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/

CONNECT

Your feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

 

FLP 196. How to approach the OCS exam - An expert's guide30 avr. 202400:22:26

We're joined by John Bennett from our learning partner Kaplan to talk about the upcoming Operational Case Study (OCS) exam scheduled for May 2024. 

As a long-established accounting tutor and test-author, John shares his vast experience of the OCS. He offers practical insights on this May's upcoming exam featuring a company called Kanann that designs and sells saddles for horse riding.  

This is a must for anyone about to - or planning to - sit the exam in May or August 2024, and also for future students who want to understand the main dynamics of the OCS.  

MORE

The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/.

Access the CGMA Study Hub at https://hub.cimaglobal.com.

Contact show host Kevin Gormley via LinkedIn.

Your feedback and comments are always welcome at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

FLP 195. The impact of Generative AI on your accounting business08 avr. 202400:27:43

Kevin Gormley is joined by colleague Paul Parks (CPA, CGMA), a Director at AICPA & CIMA, to talk about AI - in particular Generative AI - and its potential impact on the world of accounting and finance businesses. 

Generative AI is a recent and rapidly advancing branch of AI which focuses on creating new, original content across mediums without simply replicating existing data. This episode of the podcast aims to demystify AI's role and explore its potential, especially in the accounting and finance business while also considering ethical sourcing and referencing.

RESOURCES.

Get this free, specially-compiled list of AI resources from across our podcasts, publications and websites. https://assets.libsyn.com/show/122884/FLP_PODCAST_195_AI_resources.pdf

CONNECT WITH OUR GUEST.

Paul Parks is at https://www.linkedin.com/in/paul-parks-cpa-cgma-965b506/ 

ABOUT.

The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/

Connect with show host Kevin Gormley via LinkedIn.

Your feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

 

FLP 194. Building a Sustainable Business11 mars 202400:33:57

We're joined by Jeremy Osborn (AICPA global head of ESG) & Simon Bittlestone (CIMA Deputy President and Director at Metapraxis) to talk about the impact of ESG on the world of accounting and finance. Both contributors come with a wealth of knowledge and experience in this area and share their thoughts on the matter.        

ABOUT

The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/

CONNECT

Your feedback and comments welcomed at podcast@aicpa-cima.com

 

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows at https://aicpa-cima.com/podcast.

 

FLP 193. Why the FLP pathway worked for me.18 oct. 202300:18:58

We're joined by Lyndsay Falconer, one of the first to move across when AICPA launched the programme in the UK. Lyndsay transferred to the FLP pathway in Sept '22 to complete her studies and get the CGMA designation. She talks about her motivation to study on this pathway and about her experiences using the new learning platform .        

ABOUT

The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/

CONNECT

Our guest Lyndsay Falconer is on LinkedIn at https://www.linkedin.com/in/lyndsay-falconer-acma-cgma-72a91448/. 

Show host Kevin Gormley is there too at  https://www.linkedin.com/in/kevingormley/

Your feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

 

 

FLP 192. Unlocking Success: Exploring the CGMA FLP with Ghanaian Tax Associate Richard Addo.06 sept. 202300:17:55

We're joined by Richmond Adu Addo, a Tax Associate at Deloitte based in Ghana, West Africa. Richmond has recently completed his CGMA studies via the CGMA Finance Leadership Programme and shares his thoughts on the value of CGMA and his experience of using the FLP platform.         

The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org and explore the CIMA Study Hub at hub.cimaglobal.com             

CONNECT

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

FLP 191. The Little Book of Secrets02 août 202300:15:41

Nasheen Wuisman, Senior Manager- Academic Progression at AICPA & CIMA,  discusses the 'little book of secrets'. This is a new resource available to our students that are preparing for the Case Study exams.

The key benefit of this resource is to assist in targeting students attention to key preparation tools and techniques if they are short on time.

LINKS

  • View 'The Little Book of Secrets' here.
  • Connect with episode guest Nasheen Wuisman.
  • The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/
  • You'll find show host Kevin Gormley on LinkedIn.

Your feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

 

FLP 190. A guide to preparing for the Strategic Case Study Exam03 mai 202300:24:59

Stuart Pedley-Smith is head of Learning at Kaplan, the Association's Premium partner for the CGMA Finance Leadership programme. As a teacher of the Strategic Case Study, his conversation with show host Kevin makes this episode an essential listen for any student about to sit this exam.

TALKING POINTS

  • the Strategic level and the preparation needed for the Strategic Case Study exam
  • key areas to fully prepare a student for the end of level exam
  • the most common exam pitfalls to watch out for, and how to overcome them.

LINKS

The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants (CIMA) Professional Qualification. Find out more about FLP at https://enroll.cgma.org.

View the Skills Premium class schedule.                         

Hear Stuart's 'Learn Better' podcast or check out his blog at https://pedley-smith.uk/

Connect with show host Kevin Gormley via LinkedIn.

Your feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.

 

FLP 189. Launch of the new Foundational Level19 avr. 202300:17:05

To mark the introduction of the new Foundational Level entry point into the CGMA Finance Leadership Program (FLP), we're joined by Doug Bowman, Senior Manager of Learning Content Creation at AICPA & CIMA. We talk about the Foundational Level, how it's structured, what it is, and how it's positioned within the program.   

This new entry point is a preparatory level to introduce the key concepts of Business & Finance; it allows any candidate to start their journey to their CGMA Professional Qualification even though they may not yet have the relevant experience or qualifications. 

LINKS.

  • The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/
  • Network with our guest Doug Bowman.
  • Connect with show host Kevin Gormley via LinkedIn.

Your feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants.

 

FLP 188. Management Case Study (MCS) exam-preparation on Skills Premium06 avr. 202300:14:05

Iryna McDonald works  as a Tutor at Kaplan Financial, the Association's Premium partner for the CGMA Finance Leadership programme (FLP). What's more, she also holds a CGMA Professional Qualification herself. Iryna talks to podcast host Kevin Gormley (AICPA & CIMA, Ireland) about the Management level and the preparation needed for the Management Case Study Exam.  

Our guest also outlines what to expect from the Skills Premium classes that she tutors, and expands on how these classes fully prepare a student for the end of level exam. Iryna's insights make this episode of the podcast a 'must-listen' for any students at this level.

RESOURCES

  • See the Skills Premium class schedule here.
  • The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/

GET IN TOUCH

  • Connect with show host Kevin Gormley via LinkedIn.
  • You'll find podcast guest Iryna McDonald there too.

Your feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants.                                                                                                                          

FLP 187. Employer experience of the FLP at 3M22 mars 202300:15:38

Kacper Cieslak works for 3M as a Record To Report (RTR) Manager within their Global Service Centre in Poland.  He talks about their experience of rolling out the CGMA Finance Leadership Program, shares his personal journey towards the CGMA Professional Qualification, and provides insightful, practical advice for current and future students.

The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants' (CIMA) Professional Qualification. Find out more about FLP at https://enroll.cgma.org/

Connect with show host Kevin Gormley via LinkedIn.  His guest Kacper can also be found there.

Your feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants.

FLP 186. CGMA Skills Premium OCS exam preparation09 mars 202300:19:11

We hear from Andrew Mower, Deputy Regional Faculty Manager and tutor at Kaplan, the Association's Premium partner for the CGMA Finance Leadership programme. He talks about the Operational level and the preparation needed for the Operational Case Study Exam, - a must listen for any students at this level.

DISCUSSION POINTS

  • what to expect from the Skills Premium classes that he tutors
  • how these fully prepare a student for the end of level exam

RESOURCES

  • The Skills Premium class schedule can be downloaded as a PDF from the Kaplan website. 
  • The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about FLP at https://enroll.cgma.org

Connect with show host Kevin Gormley via LinkedIn.

Your feedback and comments are welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants.

FLP 185. CGMA and the FLP in the Sri Lanka Market22 févr. 202300:14:27

Zahara Ansary is a Senior Manager at AICPA & CIMA and works with the Association team in Sri Lanka. She shares her experience of rolling out the CGMA Financial Leadership Programme within the Sri Lankan market, and how Universities have embraced it.

WE DISCUSS

  • the Finance Leadership Programme (FLP),
  • working with Universities,
  • the Accounting market in Sri Lanka
  • the transformative nature of FLP

LINKS

The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about the FLP at https://enroll.cgma.org/

Connect with show host Kevin Gormley via LinkedIn.

Your feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants.

 

FLP 184. Finance Leadership Programme at Deloitte UK03 févr. 202300:12:50

Will De Salvo works at Deloitte MCS in the UK and manages the initiation of Professional qualifications within the team. He talks to us about the experiences of rolling out the CGMA Financial Leadership Programme.

The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about FLP at https://enroll.cgma.org/

On Linkedin? Connect with our guest Will De Salvo, and show host Kevin Gormley

Feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants

FLP 183. Skills Premium FLP Learning with Kaplan18 janv. 202300:14:56

Katie Collins is a Tutor and CIMA curriculum manager at Kaplan. She joins Kevin Gormley to explore what the Skills Premium FLP product offers to CIMA students.  

The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification.

LINKS

CONNECT

Feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants.

FLP 182. A student experience of the FLP pathway to CGMA16 déc. 202200:15:57

Shre Shekhar is a student of CIMA (pending PER submission for membership) based in Ireland. Shre talks to Kevin Gormley about the his experience of studying through the FLP route to CGMA.

The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. Find out more about FLP at https://enroll.cgma.org/

Connect with the presenter Kevin Gormley via Linkedin at https://www.linkedin.com/in/kevingormley/ 

Feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. 

FLP 181. The Case Study Review course07 déc. 202200:15:38

Our guest Chris Roberts is Lead Manager for Learner Experience & Student Platform at AICPA & CIMA. Joining from North Carolina, USA, Chris talks to Kevin Gormley about the Case Study exams process and the Case Study review course within the FLP.

RESOURCES

PEOPLE

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. 

FLP 180. Management accounting: Thinking beyond numbers25 nov. 202200:33:49

Host Kevin Gormley is joined by fellow podcaster Kyle Hannan to introduce and discuss a selection of interview highlights with inspirational Management Accountants who share stories of their paths to success as high-profile finance leaders.

These conversations, originally sourced from AICPA & CIMA webinars and interviews, explore the topics of opportunity, diversity, and technology in the context of leadership. Interviewees also touch on how being a CGMA designation holder was a foundational part of their career development in management accountancy.

To hear some of these conversations in full, use the links in the Resources section below.

The CGMA Finance Leadership Program (FLP) is the online pathway to the prestigious Chartered Global Management Accountant® designation

RESOURCES

CONNECT

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants.

FLP 179. Scheduling & Sitting exams14 nov. 202200:17:57

Our guest Amy Scott talks to Kevin Gormley about scheduling and sitting a Case Study exam. Amy is Senior Manager, Student Platform & Operations at the AICPA based in the USA.

The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification.  

RESOURCES

CONNECT

Feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. 

FLP 178. Insights from the Future of Finance03 nov. 202200:18:45

Barry Payne is Director of External Relations, Management Accounting for AICPA & CIMA. He talks to host Kevin Gormley about the Future of finance insights.

They discuss what they've discovered about finance transformation from leading global businesses during their recent series of 'Future of Finance' events.  Barry outlines the concept of the 'T-Shaped Professional', the key skills increasingly in demand by employers, and how the CGMA Finance Leadership Programme enables professionals to acquire the competencies and skillsets needed for a career in Business & Finance.

The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification.  

RESOURCES

CONNECT

Feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. 

FLP 177. Critical Success Factors in Your CGMA Case Study Exam12 oct. 202200:21:12

Clancy Peiris, Senior Manager - Relationship Programmes (AICPA & CIMA) talks to Kevin Gormley about the CGMA Case Study exams, what to expect, and how to prepare. The focus is on critical success factors, what an examiner expects, and how to avoid the pitfalls.

The CGMA Finance Leadership Programme (FLP) is the new online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification. It launched in the UK in September 2022.

RESOURCES

CONNECT

Feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. 

FLP 176. CGMA FLP Assessment Models29 sept. 202200:18:37

Colin Ward is the Senior Manager - Assessment & Product Development for the AICPA & CIMA Global Finance Leadership Programme. He talks to Kevin Gormley about the assessment model within The CGMA FLP.

They discuss what students should expect when learning through this pathway and how this develops the skills and competencies needed for a career in Accounting & Finance.

The CGMA Finance Leadership Programme (FLP) is the new online pathway to the prestigious Chartered Institute of Management Accountants' Professional Qualification, launched in the UK in early September.  

FLP addresses the increased demand to deliver remote access and flexible self-paced online learning. It will develop future generations of Chartered Global Management Accountant (CGMA) designation holders, required for driving business performance and supporting economic recovery. 

Find out more at CGMA.org and cimaglobal.com.

Connect with Kevin Gormley via LinkedIn.

Feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants.

FLP 175. CGMA FLP launches in UK14 sept. 202200:14:09

The CGMA Finance Leadership Programme, the new online route to the prestigious Chartered Institute of Management Accountants' Professional Qualification, launches in the UK. 

Kevin Gormley is the Senior Product Manager for the AICPA & CIMA Global Finance Leadership Programme. He talks to Kyle Hannan about the UK launch of the FLP, the new e-learning and assessment platform which provides an alternative pathway to completing CIMA's CGMA Professional Qualification

This launch comes in response to increased demand to deliver remote access and flexible self-paced online learning. It will develop future generations of Chartered Global Management Accountant (CGMA) designation holders, required for driving business performance and supporting economic recovery. 

Get further Information at: https://enroll.cgma.org/ or https://www.cimaglobal.com/Qualifications/The-CGMA-Finance-Leadership-Program/ 

Connect with the speaker Kevin Gormley via Linkedin at https://www.linkedin.com/in/kevingormley/ 

Feedback and comments welcomed at podcast@aicpa-cima.com

This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. 

GBD174. All about our new show18 août 202200:13:04

We're transforming! In September 2022, the GBD podcast will become 'FLP, the Finance Leadership podcast'.  Kyle Hannan and AICPA & CIMA colleague Kevin Gormley share an update on what we've been up to and what you can expect from the new show.

About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Contact us. Get in touch at podcast@aicpa-cima.com

©2018-2022 Association of International Certified Professional Accountants (AICPA & CIMA)

GBD 173. Quick October update from the GBD podcast team29 oct. 202100:00:47

We've paused new shows for the moment as we work on what's ahead for 2022. In the meantime, do have a listen to the 170+ episodes in our archive.

About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

GBD172. Going Solo (Month 2) - Developing Partnerships and Raising Awareness.30 sept. 202100:42:03

That's a bit of a surprise: we can't predict everything. We need to be OKAY with changes.

Thinking about going solo or starting your own practice sometime in the next year? Looking at the first month as an independent professional, this miniseries of special monthly episodes continues to outline the stages of a sample journey into the so-called 'gig economy'. Our guest David Peters discusses how to develop partnerships and raise awareness.

Talking Points.

  1. Logistics
  2. Telling people about what you do
  3. Branding
  4. Finding Clients
  5. Legal Entities

Our Guest. David Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master's degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Financial LLC. He also hosts the Accountable podcast. Connect with him on LinkedIn.

Further Resources. Use these links to find out more about this topic, or access free and paid-for resources to implement in your own team or organisation.

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

GBD171 RPA and Robots By Subscription.24 sept. 202100:35:13

"Your PROCESS AUTOMATIONS will soon be as important as the people you hire".

Hear from influential RPA expert and 'citizen automation evangelist' Dmitry Karpov, the co-founder and CIO of ElectroNeek. His San Francisco-based company is one of only five chosen to participate in 2021's startup accelerator programme sponsored by the AICPA and CPA.com.  

Talking Points. In this episode, we discuss:

  • the future of automation is as a service, not a technology, business.
  • an MSP business model for this technology.
  • RPA, task-mining, what a 'bot' is, attended and unattended automation, human-in-the-loop and other terms.
  • common misconceptions and top questions about RPA.
  • what makes accountants and finance professionals so well-positioned to make good use of RPA.

Resources. Use these links to find out more about this topic, or to access free and paid-for resources to implement in your own team or organisation.

Our Guest. Dmitry Karpov is co-founder and CIO of ElectroNeek. Connect with him on LinkedIn.

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

GBD170. How CFOs are transforming their finance teams for the digital world.16 sept. 202100:34:50

"Collectively, ALL of these changes are transforming finance professionals into digitally-effective finance business partners".

We look at how CFOs are transforming their finance teams for the digital world, and provide some new understandings of which past, present and future skills need to be fused together. We're joined by a returning guest, Aubrey Joachim FCMA CGMA MBA, who became the first CIMA President from outside the UK and Ireland. 

Talking Points. In this episode, we discuss:

  • how finance professionals are becoming data-scientists,
  • the road ahead for emerging CFOs,
  • what the finance leaders of tomorrow need to be learning today,
  • resources and tools that CFOs could use to assess themselves and their teams, and understand how this applies to the digital world.

Resources. Use these links to find out more about this topic, or to access free and paid-for resources to implement in your own team or organisation.

Our Guest.

  • Based in Sydney, Australia, Aubrey Joachim FCMA CGMA MBA is a past President of CIMA and owner of Leading Edge Change. 

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

GBD169. Management Accountant Insights from SE Asia10 sept. 202100:08:07

Finance leaders are cautiously OPTIMISTIC, despite SE Asia and Australasia Economies being impacted.

We often look at different regions of the world to put your finger on the pulse of what's on the minds of global finance professionals. This week we feature the audio version of a recent article on the Member Insights pages of cimaglobal.com. In it, CIMA's South East Asia Regional Advisory Panel reports that finance leaders are still cautiously optimistic. That's despite economies in SE Asia and Australasia being impacted through continuous lockdowns and a slow vaccination rollout.

The article is online here and was co-written by:

  • Andrew Harding, FCMA, CGMA, Chief Executive — MA (AICPA & CIMA)
  • Venkkat Ramanan FCMA, CGMA, Regional Vice President – Asia Pacific, (AICPA & CIMA)

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

GBD168. Going Solo (Month 1) - Deciding to Go Out On Your Own.31 août 202100:37:12

A lot of folks are saying "I WANT to make that leap, I want to go out on my own".

Thinking about going solo or starting your own practice sometime in the next year? This is the first in our miniseries of special monthly episodes, a useful companion on the journey. Our guest David Peters discusses making the decision to go out on your own.

Talking Points.

  1. Seeing a perceived need.
  2. Willingness to risk everything and give up the safety of corporate life.
  3. Building bridges rather than burning them.
  4. Making plans for your exit & a business plan.

Our Guest. David Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master's degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Financial LLC. Connect with him on LinkedIn.

Further Resources. Use these links to find out more about this topic, or access free and paid-for resources to implement in your own team or organisation.

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

FYI Our Short August Recess10 août 202100:01:32

"For the first time in three years, we're taking a Summer break"

It's Summer where we are so the Go Beyond Disruption podcast is taking a short August break. In the meantime, there are over 160 back-episodes to browse in our library.

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

GBD167. The Great Resignation. Introducing "Disrupting Yourself: Going Solo"31 juil. 202100:41:54

"People are feeling this new-found sense of freedom, and they have some ability to move with new-found optimism coming out of the pandemic"

Why is the phrase 'The Great Resignation' appearing in global financial headlines? What's behind the research that reveals at least 1 in 3 employees worldwide is considering a career change? And if that person is you, and you're thinking about going solo or starting your own practice sometime in the next year, our forthcoming miniseries of special monthly episodes could be your essential companion on that journey. Our guest David Peters gives an overview of "Disrupting You: Going Solo".  

Our Guest. David Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master's degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Financial LLC. Connect with him on LinkedIn.

Resources. Use these links to find out more about this topic or access free and paid-for resources to implement in your own team or organisation.

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

GBD166. ENGAGE2021 focus on AICPA Practitioners and Tech+23 juil. 202100:19:50

"I am SO excited to be on my way to Vegas!"

In just a few days, AICPA & CIMA's annual ENGAGE conference begins in Las Vegas. It's a global gathering of accounting and finance professionals often seen as the profession's premier event of the year. One of the most popular content tracks is "CPA Practitioners and Tech+" and to tell us about it, we're joined by Carl Peterson, the Association's VP for Small Firm Interests.

Our Guest. Carl Peterson, CPA, is Vice President of Small Firms Interests at the American Institute of CPAs. In this role, he serves as the small firm advocate and representative for the profession. Carl has a history volunteering within the profession, including having served as a member of the AICPA Council and as a member of the AICPA's Accounting and Review Services Committee.  In 2013, he was honoured by the Society with their Distinguished Service Award.

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Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

GBD165. ENGAGE21, and more AICPA & CIMA conferences to look forward to.13 juil. 202100:37:17

"We have big plans for the globalisation of our events, working with regions to expand on those successes and bring them to the world."

At the end of July 2021, AICPA & CIMA's annual ENGAGE conference returns to Las Vegas. This global gathering of accounting and finance professionals is viewed by many as the profession's premier event of the year. To tell us more, we're joined by Todd Helton, the Association's Senior Director of Meetings and Conferences.

Talking Points. These are some of the topics we discuss in this episode.

  • What to expect from ENGAGE 2021 and how to be part of it, either in person in Las Vegas or online via the virtual ticket.
  • Other global conferences, including the recent debut of ENGAGE EUROPE.
  • The Association's wide-ranging and future-focused programme of conferences and events for the global profession.
  • How organisers changed and redefined events in the face of the challenges brought on by the global coronavirus pandemic
  • Ways that AICPA & CIMA continued to offer value and deliver success to professional attendees in new ways.
  • Developments and innovations that helped redefine and reimagine future events.

Our Guest. Todd Helton is AICPA & CIMA's Senior Director of Meetings & Conferences. He leads in strategic direction and budget planning for the Association's conferences, global events, professional development workshops and meetings, and webcast teams. His team of 25 annually produces around 35 global and national in-person conferences, 30 online conferences and 100 training courses. Connect with him via Linkedin here.

Resources. Use these links to find out more about this topic or access free and paid-for resources to implement in your own team or organisation.

Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.

Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.

About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.

Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.

©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

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