Best CGMA Podcasts (2024)

1
Using SWOT Analysis To Drive Your Business Strategy. 18:43

4h ago18:43

18:43

In this episode of the "Future Proof Business" podcast, we explore the essential SWOT analysis tool. It helps business owners unlock their potential by understanding their strengths, weaknesses, opportunities, and threats. Conducting a SWOT analysis provides a comprehensive view of internal and external factors that impact your business, guiding yo…

1
Revolutionizing Team Meetings Through Memos, Digital Transformation and Pricing Basics 14:18

14d ago14:18

14:18

1) Have you ever wondered how clear writing could be your secret weapon in making brilliant business decisions? That's precisely what we're unpacking today as we take a leaf from William Zinsser's profound wisdom that "writing is thinking on paper." This episode is a game-changer for anyone in the corporate world, from CEOs to interns, who wants to…

1
FLP 197. Preparation Insights for this month's SCS Exam (May 2024) 23:03

4d ago23:03

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, …

1
Future Proof Business Trailer 0:50

24d ago0:50

0:50

Welcome To Future Proof Business! In this show, I hope to guide you in creating winning business and finance strategies, managing your business risks, and noting new innovations and trends that might impact your business. We will also discuss insights from great business books and articles, all of which aim to keep you updated with the latest think…

1
FLP 196. How to approach the OCS exam - An expert's guide 22:26

6d ago22:26

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…

1
Optimizing Customer Acquisition Costs in the SaaS Universe 5:48

12d ago5:48

5:48

Join host Carla McRae, CPA, CGMA, as she discusses launching your business to new heights while keeping your budget grounded with customer acquisition costs. Focusing on how Software as a Service (SaaS) businesses can effectively measure and optimize efforts to acquire new customers, Carla unravels the strategies behind calculating and interpreting…

1
Free Trial Subscriptions and Galactic Growth 8:04

2M ago8:04

8:04

Join host Carla McRae, CPA, CGMA, as she discusses the intricate relationship between free trial subscriptions and the financial challenges Software as a Service (SaaS) companies face. Focusing on key metrics such as churn rates, Carla unravels the complexities of leveraging free trials to assess opportunities in the industry that drive user acquis…

1
FLP 195. The impact of Generative AI on your accounting business 27:43

1M ago27:43

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 simp…

1
Interstellar Tax Strategies for SaaS Companies 15:30

2M ago15:30

15:30

Join host Carla McRae, CPA, CGMA, as she chats with Jim LaHam, Senior Tax Partner at Berman Hopkins CPAs & Associates, about the intricate world of tax regulations and tax strategies tailored for SAAS companies. From navigating the evolving tax landscape to exploring interstellar tax planning, this episode offers invaluable insights for SAAS entrep…

1
Fractional Controllers in the SaaS Universe 8:03

2M ago8:03

8:03

In this episode, Carla McRae, CPA, CGMA, focuses on the unique pros and cons of having a Fractional Controller for your Software as a Service (SaaS) company. From optimizing cash flow and forecasting to navigating compliance and regulatory frameworks, she unveils the multifaceted responsibilities that fractional controllers have in steering SaaS ve…

1
FLP 194. Building a Sustainable Business 33:57

3M ago33:57

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 Leadershi…

1
Code & Copyright: Navigating Intellectual Property in the SaaS Sphere 14:17

3M ago14:17

14:17

In this episode, Carla McRae, CPA, CGMA, sits down with Kelly Swartz, an accomplished intellectual property and tax lawyer from Widerman Malek in Melbourne, Florida. From patents and copyrights to trade secrets and licensing agreements, Carla and Kelly explore the key elements that shape the IP landscape for Software as a Service (SaaS) companies.…

1
Cosmic Challenges: Tackling Churn Rates in the SaaS Industry 6:18

3M ago6:18

6:18

In this episode, Carla McRae, CPA, CGMA, dives into the intricacies of churn rate within the Software as a Service (SaaS) industry, drawing insights from the Rocket Money commercials and app. Through this example, we explore how customer and revenue churn rate principles apply to SaaS companies within the startup and second-stage growth models.…

1
Check Your Ego in Outer Space 9:19

4M ago9:19

9:19

In the competitive landscape of Software as a Service (SaaS), ego can be both a driving force and a stumbling block. Whether it is a reluctance to pivot, a resistance to feedback, or a refusal to acknowledge mistakes, ego-driven behaviors can spell disaster for SaaS startups and established players alike. But it is not all doom and gloom. In this e…

1
Navigating Revenue Recognition in the SaaS Industry 6:30

4M ago6:30

6:30

In this episode, Carla McRae, CPA, CGMA, dives into revenue recognition in the Software as a Service (SaaS) industry, using the highly anticipated PlayStation 5 as a guiding example. As gamers eagerly await the release of the next-gen console, we examine how revenue recognition principles apply to the SaaS model underlying gaming platforms.…

1
Introduction to SaaS Blast 1:48

4M ago1:48

1:48

In the "SaaS Blast" podcast, Carla McRae, a fractional Chief Financial Officer, Certified Public Accountant, and seasoned financial expert, guides SaaS founders through the intricacies of financial management in the tech industry. With her wealth of experience, Carla breaks down complex financial concepts into digestible insights tailored specifica…

1
FLP 193. Why the FLP pathway worked for me. 18:58

8M ago18:58

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 Fin…

1
FLP 192. Unlocking Success: Exploring the CGMA FLP with Ghanaian Tax Associate Richard Addo. 17:55

9M ago17:55

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 pre…

1
FLP 191. The Little Book of Secrets 15:41

10M ago15:41

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. …

1
FLP 190. A guide to preparing for the Strategic Case Study Exam 24:59

1y ago24:59

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 f…

1
FLP 189. Launch of the new Foundational Level 17:05

1y ago17:05

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 prep…

1
FLP 188. Management Case Study (MCS) exam-preparation on Skills Premium 14:05

1y ago14:05

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…

1
FLP 187. Employer experience of the FLP at 3M 15:38

1y ago15:38

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…

1
FLP 186. CGMA Skills Premium OCS exam preparation 19:11

1y ago19:11

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 Sk…

1
FLP 185. CGMA and the FLP in the Sri Lanka Market 14:27

1+ y ago14:27

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 …

1
FLP 184: Finance Leadership Programme at Deloitte UK 12:50

1+ y ago12:50

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’ Pr…

1
FLP 183. Skills Premium FLP Learning with Kaplan 14:56

1+ y ago14:56

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 CIMA FLP FAQ FLP Enrol…

1
FLP 182. A student experience of the FLP pathway to CGMA 15:57

1+ y ago15:57

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. …

1
FLP 181. The Case Study Review course 15:38

1+ y ago15:38

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 See the 2023 exam schedule Get information on taking online exams Discover more about exams at…

1
FLP 180. Management accounting: Thinking beyond numbers 33:49

1+ y ago33:49

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 oppo…

1
FLP 179. Scheduling & Sitting exams 17:57

1+ y ago17:57

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 The 2…

1
FLP 178. Insights from the Future of Finance 18:45

1+ y ago18:45

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-Sh…

1
FLP 177. Critical Success Factors in Your CGMA Case Study Exam 21:12

1+ y ago21:12

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…

1
FLP 176. CGMA FLP Assessment Models 18:37

1+ y ago18:37

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 A…

1
FLP 175. CGMA FLP launches in UK 14:09

1+ y ago14:09

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…

1
GBD174. All about our new show 13:04

2y ago13:04

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 membe…

1
GBD 173. Quick October update from the GBD podcast team 0:47

2+ y ago0:47

0:47

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…

1
GBD172. Going Solo (Month 2) - Developing Partnerships and Raising Awareness. 42:03

2+ y ago42:03

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 'gi…

1
GBD171 RPA and Robots By Subscription. 35:13

2+ y ago35:13

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. …

1
GBD170. How CFOs are transforming their finance teams for the digital world. 34:50

2+ y ago34:50

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, Aub…

1
GBD169. Management Accountant Insights from SE Asia 8:07

2+ y ago8:07

8:07

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,…

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

3y ago37:12

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 P…

1
FYI Our Short August Recess 1:32

3y ago1:32

1:32

"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 coll…

1
GBD167. The Great Resignation. Introducing "Disrupting Yourself: Going Solo" 41:54

3y ago41:54

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 …

1
GBD166. ENGAGE2021 focus on AICPA Practitioners and Tech+ 19:50

3y ago19:50

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 …

1
GBD165. ENGAGE21, and more AICPA & CIMA conferences to look forward to. 37:17

3y ago37:17

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. …

1
GBD164. In case you missed them... 2:50

3y ago2:50

2:50

"We've taken that really short 3-question survey and put it online, so... tell us something about your podcast listening". Today is the last day of June 2021, and the end of our podcast's anniversary month. Exactly 3 years ago, in June 2018, we launched at AICPA Engage Conference in Las Vegas. That's why all this month we've been marking the occasi…

1
GBD163. Wrapping up June with a final anniversary question 3:20

3y ago3:20

3:20

"What's the one topic or technology you'd like to hear more about?" Another bite-sized, weekend episode as we conclude our 3rd anniversary month with your 3rd question. To share your opinion, simply take a minute to record your answer as a voice message and send it to us. Please use this button to record and send us your message. Happy recording! I…

1
GBD162. Your next "3rd Anniversary" Question 2:57

3y ago2:57

2:57

"When, and where, do you listen to these podcasts" Each weekend this anniversary month, we ask you a single question - a different one every week. Then we invite you to record your answer as a voice message and send it to us. The second question is above. Please use this button to record and send us your message. Happy recording! If this didn't wor…

1
GBD161. Be part of our podcast's 3rd anniversary 4:35

3y ago4:35

4:35

"As a professional who also listens to podcasts, are there any accounting-related topics that you were listening to 3 years ago that you're still interested in now?" Every weekend this anniversary month, we'll be asking you just one question - a different one every week - and inviting you to record your answer in your own voice and send it to us. T…

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