If there’s one word that describes the past year with a fair amount of accuracy, it would have to be “change.” It’s been a year of unprecedented change, in a lot of ways, and that change impacts each of us — often in ways that are very personal. Karl Ahlrichs is going to help us explore how change impacts us and what we can do to adapt. Karl is a bestselling author and an acclaimed national speaker who works across all industries and has a wealth of experience in human resources, operations, and senior-level problem-solving. He talks about the personal impact of change, the different types of change, the different ways in which we process it, the four stages we all go through when dealing with change, and the most important thing we should be focusing on as we work our way through any sort of change. To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog). Resources: http://expertspeaks.com/ (expertspeaks.com) https://www.linkedin.com/in/karlahlrichs/ (linkedin.com/in/karlahlrichs) https://www.changemanagementreview.com/all-change-is-personal/ (All Change is Personal) https://www.linkedin.com/pulse/personal-impact-workplace-change-letting-go-crossing-over-stebbins/ (The Personal Impact of Workplace Change: Letting Go & Crossing Over) https://www.isixsigma.com/implementation/change-management-implementation/understanding-impacts-change/ (Understanding The Impacts Of Change) Future-Proof is a production of http://crate.media (Crate Media)

Future-Proof

134. The Personal Impact of Change | with Karl Ahlrichs

Personal finance isn’t always a fun topic to talk about. But the sooner you start to think about it, the less stress it’s going to cause down the line. Rachel Richards took this principle to heart when she paid her way through college by selling Cutco Knives, graduating with no debt. She took her love of helping people with their finances and her talent for sales and became a financial advisor, but her heart wasn’t really in it. She found the world of investment properties and worked that until she was 27, quitting her job and retiring while living off of the $15,000 a month in passive income that she earned from her 40 residential rental units. She’s the author of two books, https://amzn.to/33fwtc6 (“Money Honey”) and https://amzn.to/2QATHDi (“Passive Income, Aggressive Retirement.”) She’s also written an online course entitled https://course.moneyhoneyrachel.com/get-your-financial-hit-together (“Get Your Financial Shit Together.”) She certainly has her finances together. She shares what lessons she learned along the way, what advice she might offer young professionals as they begin their savings journey — and even what older savers might be able to take from her journey and apply to our own. To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog). Resources: https://www.moneyhoneyrachel.com/ (moneyhoneyrachel.com) Read: https://amzn.to/33fwtc6 (“Money Honey”) Read: https://amzn.to/2QATHDi (“Passive Income, Aggressive Retirement.”) Course: https://course.moneyhoneyrachel.com/get-your-financial-hit-together (“Get Your Financial $hit Together”) Read: https://futurefasterbook.com/ (“The Future Is Faster Than You Think”) https://money.cnn.com/retirement/guide/basics_basics.moneymag/index.htm (“Ultimate Guide to Retirement”) Future-Proof is a production of http://crate.media (Crate Media)

133. Saving your financial future | with Rachel Richards

We have spent the past several years talking about the exponential advancement of technology and what it all means for our profession. Most of those conversations tend to gravitate toward the public practice side of the profession, but today we’re taking a closer look at how those advances in technology are impacting things like financial reporting, cybersecurity, auditing, assessments, and other compliance-related issues. Because tech trends are impacting those things just as heavily as any other area of the profession. There is quite a bit to consider when it comes to automation within finance and accounting departments, and AJ Yawn and Jeff Cook of ByteChek are going to help us keep it all straight. To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog). Resources: https://www.bytechek.com/ (bytechek.com) https://www.linkedin.com/in/ajyawn/ (linkedin.com/in/ajyawn) https://www.linkedin.com/in/jeffcookcpa (linkedin.com/in/jeffcookcpa) https://www.fm-magazine.com/news/2021/jan/roll-out-finance-automation-with-the-right-priorities.html (Rolling out finance automation with the right priorities) Future-Proof is a production of http://crate.media (Crate Media)

132. The Automation of Compliance & Assessment | with AJ Yawn and Jeff Cook

There are some big changes taking place at the Business Learning Institute. Tom Hood, now the former president and CEO of the Maryland Association of CPAs and the Business Learning Institute, is the new executive vice president of business growth and engagement for the Association of International Certified Professional Accountants — the global arm of the American Institute of CPAs. Before Tom closes out his time with the MACPA, we capture some of his wisdom so that we can learn from it going forward. He talks about where the profession was 24 years ago, how far it’s come in the past quarter-century, and most importantly, where it’s going from here. To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog). Resources: https://www.linkedin.com/in/tomhood/ (linkedin.com/in/tomhood) https://www.macpa.org/maryland-takes-global-stage-as-tom-hood-bli-join-aicpa-team/ (Maryland takes global stage as Tom Hood, BLI join AICPA team) Future-Proof is a production of http://crate.media (Crate Media)

131. Parting Words from the Founder of the BLI | with Tom Hood

George Willie is a managing partner with Bert Smith & Company, a CPA and management consulting firm with offices in D.C., Baltimore, and the Virgin Islands. He has served as chair of the AICPA’s Private Companies Practice Section and the Montgomery County Employee Retirement System Board of Investment Trustees, and is also an immigrant originally from Jamaica. He has some great stories to tell, and some great insights into the CPA profession’s efforts around diversity and inclusion, the importance of mentorship, the work that groups like the Maryland Association of CPAs are doing to drive the profession forward in this area. To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog). Resources: https://bertsmithco.com/ (bertsmithco.com) https://markets.businessinsider.com/news/stocks/companies-women-management-leadership-stock-market-outpeformance-goldman-sachs-female-2020-11-1029793278 (Companies with more women in management have outperformed their more male-led peers, according to Goldman Sachs) https://www.wegalvanize.com/culture/diversity-inclusion-business-sense/ (4 ways diversity & inclusion is good for business) Future-Proof is a production of http://crate.media (Crate Media)

130. How to Make Financing More Diverse & Inclusive | with George Willie

We’re approaching the third wave of Paycheck Protection Program (PPP) relief, and while we’ve seen these before, there’s good reason to be prepared for what’s new this time around. Erik Asgeirsson is the president and CEO of https://www.cpa.com/ (CPA.com). Joining him is Lisa Simpson, who leads the American Institute of CPAs’ Private Companies Practice Section in the development of practice management tools that address topics that are most important to firm owners. They talk about where we stand with this latest round of funding, what they’re hearing from firms and their clients, what CPAs should know at this point in the process, whether they’re expecting things to go a little more smoothly than they did in earlier PPP rounds, and how things are going with the new CPA Business Funding Portal, which is designed to help CPAs better manage their clients’ loan applications and forgiveness requests. To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog). Resources: https://www.cpa.com/ (CPA.com) https://www.linkedin.com/in/erikasgeirsson/ (linkedin.com/in/erikasgeirsson) https://www.linkedin.com/in/lisasimpsoncpa/ (linkedin.com/in/lisasimpsoncpa) https://www.nytimes.com/live/2021/01/19/business/us-economy-coronavirus ("$5 Billion in P.P.P. Loans Were Approved Last Week") https://www.foxbusiness.com/economy/paycheck-protection-program-reopens-tuesday-for-second-round-of-small-business-loans ("Paycheck Protection program reopens Tuesday for second round of small-business loans") https://www.accountingtoday.com/list/cpa-firms-its-time-to-reset-your-approach-to-ppp ("CPA firms: It’s time to reset your approach to PPP") Future-Proof is a production of http://crate.media (Crate Media)

129. What to Know About PPP Round 3 | with Erik Asgeirsson and Lisa Simpson

There are so many changes being made in the world of finance. Many of them could be seen coming, but due to the pandemic, those changes are being made much faster than anyone could have guessed. Wayne Slater is the director of product marketing for Prophix, which helps mid-market companies achieve their goals with innovative, cloud-based Corporate Performance Management software. He talks about the accelerations that are disrupting corporate finance, how businesses have had to shift in order to meet those challenges, and the types of new tools finance leaders need to put their businesses and their people in a position to succeed. To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog). Resources: http://www.prophix.com (prophix.com) LinkedIn: https://www.linkedin.com/in/wayne-slater-532348/ (linkedin.com/in/wayne-slater-532348) https://www.gartner.com/smarterwithgartner/10-trends-for-finance-to-navigate-now/ (10 Trends for Finance to Navigate Now) Future-Proof is a production of http://crate.media (Crate Media)

128. We Need Digital Transformation in Corporate Finance | with Wayne Slater

Allen DeLeon is a founding partner of DeLeon & Stang in Gaithersberg, MD, and is one of the most active volunteers in the Maryland Association of CPAs. He’s a member of the boards of directors for numerous community organizations and he has a solid pulse on what’s going on in the profession. Allen retired at the beginning of 2021, and as he steps away from his day-to-day duties, he talks about how things have changed during his career, and how he sees the future playing out for the profession. Sometimes, in order to become future-ready, we have to take a good, hard look at our past while we prepare for what’s to come. To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog). Resources: https://deleonandstang.com/ (deleonandstang.com) https://www.linkedin.com/in/allendeleon/ (linkedin.com/in/allendeleon) https://www.accountingtoday.com/list/the-year-ahead-2021-for-accountants-in-numbers (“The Year Ahead: 2021 in Numbers.”) Future-Proof is a production of http://crate.media (Crate Media)

127. Looking Back & Looking Ahead on the CPA Profession | with Allen DeLeon

John O’Leary is a thought leader, a world-renowned speaker, and best-selling author of http://johnolearyinspires.com/onfire2/ (“On Fire”) and http://readinawe.com (“In Awe.”) When he was a kid, he burned himself really badly—he suffered burns on 100 percent of his body. Doctors gave him a 1 percent chance of survival.  And yet he survived. Not without some issues. He spent months in the hospital, he had numerous surgeries, his fingers were amputated—all of this around his 10th birthday. But he survived, and he persevered. This has been a wildly difficult year for almost anybody, but we can all move forward with a sense of gratitude and awe—but don’t forget the lessons that this time has taught us. To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog). Resources: Learn more: http://johnolearyinspires.com (johnolearyInspires.com) Read: http://readinawe.com ("In Awe") Future-Proof is a production of http://crate.media (Crate Media)

126. Choosing to thrive as 'the worst year ever' comes to an end | with John O’Leary

What’s happening at the state level that might have an impact on the accounting and finance world? There’s a lot that’s going on in state capitals across the country that bears watching. Here to talk about all of this is Tom Hood, the president and CEO of the Maryland Association of CPAs and the Business Learning Institute. The issues we’re talking about today are things that Tom is watching in Maryland, but these could be issues in any state in the nation. Nearly all states are either dealing with issues like these right now or are watching these issues very closely in the event that they might have to deal with them down the road. To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog). Resources: https://www.macpa.org/cpaday (macpa.org/cpaday) https://www.macpa.org/advocacy (macpa.org/advocacy) https://blionline.org (blionline.org) Read: https://www.journalofaccountancy.com/news/2020/dec/threats-to-licensing-a-concern-for-cpas-amid-coronavirus-pandemic.html?_lrsc=86075ac7-1492-4adb-9cf8-1033eb4c5db7 (“Threats to licensing remain a concern for CPAs amid pandemic,”) https://player.captivate.fm/episode/656f7afc-83cb-441a-ae59-db63f6a7eb7d (42. Get Involved: Legislative Advocacy at the Local Level | with State Senator Brian Feldman) Future-Proof is a production of http://crate.media (Crate Media)

125. General Assembly & The Importance of State Legislature | with Tom Hood

Cheryl Duvall is the Consulting Practice Area leader for Gensler’s Southeast Region, the renowned global integrated architecture, design, planning and consulting firm with more than 5,000 professionals in 50 offices worldwide. Cheryl talks about the nature of work, what our workspaces will actually look like going forward, whether or not we will need offices in the future, how leadership is changing as a result, and the skills future-ready leaders will need to develop. To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog). Resources: https://www.gensler.com/ (gensler.com) LinkedIn: https://www.linkedin.com/in/cheryl-duvall-ab429928/ (linkedin.com/in/cheryl-duvall-ab429928) https://www.bbc.com/worklife/article/20201023-coronavirus-how-will-the-pandemic-change-the-way-we-work (Coronavirus: How the world of work may change forever) https://www.accountingweb.com/technology/trends/why-working-from-home-is-the-future-of-accounting (Why Working From Home is the Future of Accounting) Future-Proof is a production of http://crate.media (Crate Media)

124. The Post-Pandemic Office | with Cheryl Duvall

What we do isn’t who we are; we are all something more than our job. So, what’s that thing that really defines us? Our guest John Garrett, for example, is a CPA, yes. AND he’s an author, a standup comedian, an Emmy Award nominee, and a thought-provoker — he’s a lot besides just a CPA, and he’s encouraging all of us to find our “and” too. He recently wrote a book on the topic — https://thejohngarrett.com/whats-your-and-book/ (“What’s Your And? Unlock the Person With the Professional” ) — to teach others how sharing your personal passions improves work performance, builds culture, and strengthens relationships with colleagues and clients. To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog). Resources: Learn more at https://thejohngarrett.com/ (thejohngarrett.com) Read: https://thejohngarrett.com/whats-your-and-book/ (“What’s Your And? Unlock the Person With the Professional” ) Listen: https://thejohngarrett.com/podcast/ (“What’s Your And?” podcast) Future-Proof is a production of http://crate.media (Crate Media)

123. What’s your 'And?' | with John Garrett

As with pretty much every other trend out there, this pandemic has acted as an accelerator for cyber threats. This was a big problem before COVID-19, but it’s an even bigger problem now. And that makes this week’s conversation particularly relevant, and it’ll likely only become more relevant over the coming months. To help us get ahead of this unsetting trend, we had a conversation with Scott Fleszar, chief operating and strategy officer for https://safesend.com/ (SafeSend). SafeSend’s mission is to accelerate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and better serve their clients. One of their products, https://safesend.com/safesend-returns/ (SafeSend Returns) — which provides accounting firms an automated, centralized and standardized way to assemble and deliver tax returns digitally — recently won an Innovation Award from CPA Practice Advisor. SafeSend Returns  To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog). Resources: https://safesend.com/ (safesend.com) SafeSend Returns: https://safesend.com/safesend-returns/ (safesend.com/safesend-returns/)  Facebook: https://www.facebook.com/safesend (www.facebook.com/safesend) LinkedIn: https://www.linkedin.com/company/cpaperless-llc (linkedin.com/company/cpaperless-llc) Twitter: https://twitter.com/safesendreturns (@safesendreturns) http://macpa.org/future-learning-framework (Future Learning Framework) https://www.accountingtoday.com/news/internal-auditors-grapple-with-cybersecurity-and-crisis-management-amid-coronavirus ("Internal auditors grapple with cybersecurity and crisis management amid coronavirus") https://www.cpapracticeadvisor.com/firm-management/article/21158698/now-in-hackers-crosshairs-accounting-and-finance-firms (“Now in hackers’ crosshairs: Accounting and finance firms”) Future-Proof is a production of http://crate.media (Crate Media)

122. Cybersecurity & COVID-19: How to Protect Your Firm & Your Clients | with Scott Fleszar

Joe Biden is the president-elect of the United States of America, but the future of America’s tax policy is going to largely depend on the way a few remaining Senate races turn out. There are a lot of questions about how things will turn out, but Ed Karl is going to try to clarify a few things. Ed is vice president of taxation for the American Institute of CPAs, a member of the Maryland Association of CPAs, and he’s got a good sense of the tax situation in our country. Ed joined us not long after Biden was projected to win to talk about the impact of the election, the pandemic, and a number of other issues, and not just the prospect of new tax policy but on the upcoming tax season as well. And if you had to boil it all down to one word, he said that word might be “patience.” To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog). Resources: https://www.aicpa.org/ (aicpa.org) LinkedIn: https://www.linkedin.com/in/edward-s-karl-cpa-027a7442/ (linkedin.com/in/edward-s-karl-cpa-027a7442) Twitter: https://twitter.com/edwardkarltax?lang=en (@edwardkarltax) https://taxfoundation.org/federal-tax-policy-after-the-2020-election/ ("Prospects for Federal Tax Policy After the 2020 Election") https://thehill.com/policy/finance/522351-democrats-express-concerns-about-irs-readiness-for-next-years-filing-season ("Democrats express concerns about IRS readiness for next year's filing season") Future-Proof is a production of http://crate.media (Crate Media)

121. The 3 Ps of taxes: Politics, policy ... and patience | with Edward Karl

Twyla Verhelst is one of the top 50 women in accounting. She is head of the Accountant Channel and leader of the New Accounting Professionals Program at Freshbooks. She’s also a CPA and has deep personal experience in advisory accounting, so she knows how to leverage technology and create high-value client experiences. We’ve discussed the need to create the “Future-Ready CPA,” and Twyla has a different term for these CPAs of the future. Twyla believes CPAs and accountants have to stop thinking of themselves as business historians and instead start thinking of themselves as progressive, pushing the industry and leading us forward. Listen to learn how you can become a progressive CPA. To learn more, and for the complete show notes, visit https://blionline.org/blog (blionline.org/blog). Resources: LinkedIn: https://ca.linkedin.com/in/twylav (ca.linkedin.com/in/twylav) https://www.accountingtoday.com/opinion/from-essential-to-indispensable-the-5-stages-of-navigating-covid-19 ("From essential to indispensable: The 5 stages of navigating COVID-19”) https://www.accountingtoday.com/opinion/growth-drivers-for-accounting-firms-in-the-post-pandemic-era (“Growth Drivers For Accounting Firms In The Post-Pandemic Era”) Future-Proof is a production of http://crate.media (Crate Media)

120. Creating the Progressive Accountant | with Twyla Verhelst

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.

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Future-Proof

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