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The Financial Management (FM) magazine podcast series features conversations with executives and thought leaders in management accounting. We discuss topics including governance, risk management, performance management, technology, corporate strategy, and leadership. Interviews are conducted by FM editors and contributors.
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The CMA Show

Nathan Liao, CMA / Anchor

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Welcome to The CMA Show! In every episode we go inside the minds of the most successful Management Accountants i.e. CFOs, Corporate Controllers, VPs of Finance so you can learn how to move up the ranks just like they did. You'll learn the aha moments that led them to where they are today, lessons learned along their career trajectory, and how you can replicate their success. The show is sponsored by CMA Exam Academy, the instructor-led prep course helping professionals around the world pass ...
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This episode features Oliver Rowe, the editor-in-chief of FM, detailing the contents of the April digital edition of the magazine. Rowe explains how members can access the most recent edition of the online magazine. He also highlights several articles, including this edition’s theme of sustainability. One noteworthy column, on businesses increasing…
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Avani Desai, CPA, attended the World Economic Forum’s annual meeting in Davos, Switzerland, in January. It was her first visit to the mountain town’s famed event that brings together world leaders and subject matter experts. In this episode of the FM podcast, Desai reflected on the lessons she learned and on the perspective she gained — as an atten…
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Sarah Ghosh, FCMA, CGMA, is most of the way through her one-year term as CIMA president. In this episode of the FM podcast, intended to recognise International Women’s Day, she reflects on people she’s met, questions she’s asked, and progress made on numerous fronts. Ghosh discussed the launch of an AICPA & CIMA mentoring programme, reflected on he…
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Author Alison Taylor, a clinical associate professor at New York University’s Stern School of Business, explains the reasons business ethics has become a “confused topic” and why treating ethical problems as “tick-the-box PR” can make leaders look directionless. Taylor’s book, Higher Ground: How Business Can Do the Right Thing in a Turbulent World,…
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This episode features an occasional host of previous FM podcasts, Oliver Rowe, who is editor-in-chief of FM. Rowe explains how members can access the most recent edition of the online magazine. He also details some of the articles, including those by AICPA & CIMA leaders. Resources: n The page for members to access FM editions. n The public link fo…
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In this episode, I'll walk you through 6 essential steps to adapt and thrive in this AI-driven landscape. We'll talk about embracing technology, enhancing data literacy, gaining tool proficiency, committing to continuous learning, obtaining professional certifications, and honing communication skills. I'll share personal experiences and tips, inclu…
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Andrew Harding, FCMA, CGMA, chief executive—Management Accounting at AICPA & CIMA, made the trip to Orlando, Florida, last week to continue in the knowledge sharing that occurs at the Future of Finance Summit, a US event in its third year and one with companion events in other parts of the world. In this FM episode recorded at the summit, Harding s…
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In this episode, I'm taking you through a journey to uncover the core differences between Financial Accounting and Managerial Accounting. With interesting analogies and easy-to-understand examples, I'm excited to share how these two fields contrast and complement each other in the business environment. We'll delve into their unique purposes, from F…
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A single cybersecurity breach can cost millions of dollars, so it’s critical that companies take a proactive approach and commit to shoring up their defences by making informed decisions and investments. An updated CGMA cybersecurity tool provides a place to start. Ken Witt, CPA, CGMA, AICPA & CIMA's associate director–Management Accounting Researc…
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Productivity expert and author Hayley Watts discusses the reasons people struggle with productivity and why digital correspondence is, despite its advantages, creating a challenging environment for communication. Watts spoke at the UK and Ireland ENGAGE several months ago, and she offers tips to help leaders and employees to channel productivity in…
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In today's episode, I tackle the 10 common mistakes that cause 50% of accountants to fail the CMA exam every year. From over-relying on memorization to neglecting practice exams and essay questions, I’ll break down these pitfalls and offer practical advice on how to overcome them. ---------- RESOURCES & LINKS MENTIONED IN THIS EPISODE: 👉 Get your f…
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New research from AICPA & CIMA, together as the Association of International Certified Professional Accountants, and the World Business Council for Sustainable Development (WBCSD) found a disconnect between the way leaders operate in day-to-day business and the long-term strategic initatives that keep businesses relevant and competitive amid consta…
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This episode of the FM podcast is the start of an occasional series on the show. That series is called Beyond the Code. In this case, that means taking a close look at the CIMA Code of Ethics. Xose Lumor, manager, Advocacy and Professional Ethics – Management Accounting at AICPA & CIMA, together as the Association of International Certified Profess…
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Confused about the requirements for the CMA certification in 2024? In today's episode, I'll provide clarity by diving deep into the prerequisites for the CMA certification. ---------- RESOURCES & LINKS MENTIONED IN THIS EPISODE: 👉 Get your free copy of my CMA exam secrets cheat sheet here: https://cmaexamacademy.com/secret/ ---------- CMA EXAM COAC…
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Ever felt overwhelmed looking at the Profit & Loss statement? In this episode, I will guide you through decoding this pivotal financial report. You'll learn to read and analyze a P&L using 7 essential key performance indicators. By the end of this episode, you'll have a solid grasp on the P&L and be equipped with tools to analyze it like a pro. ---…
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Are you dreaming of becoming a CFO? In this episode, I present the Elevate6 CFO Framework, offering a clear path to CFO success. I'm here to guide you through the six actionable steps that can transform your career and set you on the path to becoming a successful CFO. From education and gaining broad financial experience to developing leadership an…
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Afraid of failing the CMA exam? You're not alone! In this episode, I unveil 11 powerful strategies to conquer both the Multiple-Choice Questions (MCQs) and Essays of the CMA exam. These tried-and-true techniques will boost your speed, accuracy, and confidence for exam success. From understanding the format to time management, these strategies will …
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It makes sense that the themes emerging from the words of Phillipa Spicer, FCMA, CGMA, and Bruce Martin, ACMA, CGMA, are similar — they are sister and brother, both having ascended to CEO roles in the UK. Spicer set forward on a path to becoming a management accountant, and her younger brother followed. In this conversation, hear about their early …
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In this episode, you'll dive into a world of career opportunities as we compare the CMA and CPA certifications based on 2024 changes. You'll discover how these powerful credentials can open doors to incredible careers in the accounting and finance field. ---------- RESOURCES & LINKS MENTIONED IN THIS EPISODE: 👉 Get your free copy of my CMA exam sec…
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My guest today is DJ Vogt, a successful CMA who is going to share with us his experience studying for the exam in addition to covering very interesting topics such as Artificial Intelligence and more. It's an episode you won't want to miss out on. ---------- RESOURCES & LINKS MENTIONED IN THIS EPISODE: 👉 Get your free copy of my CMA exam secrets ch…
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In today's episode, I have the pleasure of interviewing Rick. He is an accomplished CMA working in the banking industry and has a very interesting career trajectory. Tune in to learn more about him and how you can replicate his success. ---------- RESOURCES & LINKS MENTIONED IN THIS EPISODE: 👉 Get your free copy of my CMA exam secrets cheat sheet h…
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In today's episode, I had the pleasure of interviewing Nick Buscemi. Nick shares his exam journey, career trajectory and what he looks for when he hires accountants to join his team. We also talk about how to be strategic when it comes to test prep and planning out your exam day, plus much more! Get ready for another value-packed episode. Click pla…
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In today's episode, my guest is Reetu Narain. Reetu holds the CMA designation and shares how she achieved her designation, why and how she moved to the United States, how to succeed in the profession and much more! Hit play to listen in. ---------- RESOURCES & LINKS MENTIONED IN THIS EPISODE: 👉 Get your free copy of my CMA exam secrets cheat sheet …
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AICPA & CIMA research on the future state of the finance profession found emerging themes from global discussions with leaders around the world. Some of these themes include automation, hybrid working, sustainability, and moving beyond traditional finance roles. Rebecca McCaffry, FCMA, CGMA, associate technical director at AICPA & CIMA, together as…
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In today's episode, I had the pleasure of interviewing Kevin Arvisais, CMA, MBA. Kevin shares his experiencing studying for the CMA exam, how he was able to remain focused, and so much more. You won't want to miss this episode. ---------- RESOURCES & LINKS MENTIONED IN THIS EPISODE: 👉 Get your free copy of my CMA exam secrets cheat sheet here: http…
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In this episode, I have the pleasure of interviewing Andrew Wright. Andrew shares his journey as a professional musician turned entrepreneur, and how the CMA impacted his career in a positive way. Andrew also shares his extensive knowledge in cybersecurity and what management accountants can do to make their systems more secure. Andrew dives into h…
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In this episode, I have the pleasure of interviewing Sidharth Dhunna. Sidharth is a CMA living in San Francisco, CA. He shares his experience about the exams, why he chose the CMA over the CPA, great career advice and how to finish your test prep fast. Sidharth shares so many golden nuggets throughout the episode. You won't want to miss it. -------…
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With so many accountants going remote for the first time ever, the transition can be challenging not only with the discipline needed to get work done but also with how to work well with others who are also working remote. There's another layer of complexity and challenges remote managers will face, i.e. keeping remote employees engaged, helping you…
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Christina Thomas-Lewin, FCMA, CGMA, is now assistant financial controller for a US company, but she got her start in finance in the UK. In this podcast episode, Thomas-Lewin discusses her career moves, the value of lifelong learning, and the meaning behind the phrase “block it out to knock it out.” She also talks about the importance of delivering …
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Whether you're looking to apply for a promotion or move to a different company, having an optimized resume is the first and probably the most important step. Your resume will dictate whether you get called in for an interview so learning how to optimize it is going to be key for you. My guest, Zarla, has been helping candidates land their dream job…
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Passing a single CMA exam is very tough, but how about passing both exam parts in the same exam window? Sounds impossible but Karolina's done it. She shares how she was able to accomplish this huge challenge and how you can replicate her success. ---------- RESOURCES & LINKS MENTIONED IN THIS EPISODE: 👉 Get your free copy of my CMA exam secrets che…
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This episode of the FM podcast focuses on the newly updated Global Management Accounting Principles (GMAPs). The principles, first released nearly 10 years ago, provide a framework for management accountants. The most recent version updates that framework to reflect new business realities. David Hackett, an AICPA & CIMA technical manager, looks bac…
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In today's episode, I have the pleasure of interviewing a past CMA Exam Academy student, Charles Taylor, CMA. We'll learn how he passed on his first attempt, why small wins make a HUGE difference for this tough exam, why he moved to Hong Kong in pursuit of an international MBA program and much more! ---------- RESOURCES & LINKS MENTIONED IN THIS EP…
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In today's episode, I have the pleasure of interviewing another past student of mine, Keith Lewis. Keith prepared for the exam and passed on his first attempt after completing the CMA Exam Academy program. In addition to sharing his journey to the CMA designation, Keith will show you how to craft your unique value proposition to not only find caree…
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In today's episode, I have the pleasure of interviewing a past student of mine, Lukhas. He prepared for the exam and passed on his first attempt after completing the CMA Exam Academy program. Lukhas shares his journey with us including wins, challenges, set backs and how he was able to successfully juggle work, family, exam prep and everything in b…
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Grace Baxter, ACMA, CGMA, initially thought she would pursue a career in physics. But she’s happy with the switch she made to accounting, where she became CIMA qualified and later landed a role at the UK Department of Environment, Food and Rural Affairs (DEFRA). Baxter is now head of management reporting for DEFRA, and she also serves on a CIMA reg…
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Rehnuma passed both parts of the CMA exam on her first attempt and is coming on the show to share her journey with us. You'll discover how she did it and how you can replicate her success. After becoming a CMA, she got a better job and job offers continue to pour in. You'll be truly inspired by this week's episode. ---------- RESOURCES & LINKS MENT…
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Genevieve Hawkins, a business leader based in Melbourne, Australia, had a previous career in occupational therapy. That’s one part of her background that contributed to the decision to write a book about workplace mental health. Hawkins said that, in the past, most organisations left mental health to the employee. That’s changing, but it can change…
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The Biggest Takeaways You Don't Want to Miss in Episode #140: Why the CMA is more than a designation How you can find a mentor to accelerate your career Why public accounting is not the only choice anymore for college graduates How to obtain your CPA license if you live outside the United States The secret to move get recognized at work and move up…
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In today's episode of The CMA Show, I interviewed Brian Conner, the CFO at Bolthouse Properties, Inc. Brian holds the CPA, CMA and MBA and is a huge advocate for lifetime learning. During this value-packed show, you'll learn: Which credential, CPA vs CMA vs MBA, is the most useful in the day-to-day activities of a Chief Financial Officer, or CFO. W…
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The Biggest Takeaways You Don't Want to Miss in Episode #138: Why you should pursue the CMA while still in college Why access to the IMA network is crucial to your career How to get promoted to Controller - fast. CMA vs CPA - Which one to choose? Not as obvious as you think. The one thing you need to focus on today to get promoted to Controller tom…
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Jeremy Osborn, FCMA, CGMA, wants to make sure finance professionals are prepared for all that's coming their way. Osborn, AICPA & CIMA's global head of ESG, joined the FM podcast for a two-part discussion on the rising importance of ESG initiatives. In part one of the interview, Osborn explained why ESG, along with related auditing and assurance op…
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The Biggest Takeaways You Don't Want to Miss in Episode #137: Why the CMA is crucial if you work in Finance. How to transition from internal auditing to management accounting, fast. Why the CPA may not be the best track to go with coming out of college. ---------- RESOURCES & LINKS MENTIONED IN THIS EPISODE: 👉 Get your free copy of my CMA exam secr…
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It’s a big year for ESG initiatives, and Jeremy Osborn, FCMA, CGMA, wants to make sure finance professionals are prepared for all that’s coming their way. Osborn, AICPA & CIMA’s global head of ESG, joined the FM podcast for a discussion on the business reasons to pay attention to ESG, how he became interested in the topic about 15 years ago, and wh…
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Are you getting ready to study for your CMA exam in 2023? In today's episode I'll go over the exam structure and syllabus for the 2023 exam. ---------- RESOURCES & LINKS MENTIONED IN THIS EPISODE: 👉 Get your free copy of my CMA exam secrets cheat sheet here: https://cmaexamacademy.com/secret/ ---------- CMA EXAM COACHING: Want to pass your CMA exam…
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Have you earned your CMA credential in a foreign country and wonder if you can work in the United States? This episode will answer your question. The CMA certification holds equal weight regardless of the country in which it was earned, making it a universal credential. You’ll learn everything you need to work as a CMA in the US and the best recomm…
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In this episode, you’ll learn effective strategies to help you prepare for your CMA exam day. If you're ready to take the exam, the last step is to review the checklist I’ll share with you in this episode. You’ll learn what to do: Leading up to the exam day What to do the night before the exam What to do the day of the exam, what to pack and what t…
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Looking to learn how artificial intelligence is impacting the accounting industry and how accountants can prepare to stay relevant in the future? Look no further! In this episode, we explore the incredible impact of ChatGPT in the accounting industry and discuss how it is revolutionizing the way accountants work. From automating repetitive tasks to…
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This episode of the FM podcast features two leaders in the accounting profession globally. Alicja Dworowska, ACMA, CGMA, is finance director at Thermo Fisher Scientific and also a coach and mentor. Lindsay Stevenson, CPA, CGMA, is chief transformation officer at the firm BPM LLP and chair of the AICPA Women’s Initiatives Executive Committee (WIEC).…
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