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These podcasts are produced and brought to you by AICPA & CIMA, together as the Association of International Certified Professional Accountants. They cover a broad range of topics of interest to accounting and finance professionals worldwide.

 

AICPA is the abbreviation for the American Institute of CPAs, and CIMA stands for the Chartered Institute of Management Accountants. Our founding membership bodies continue to serve professionals, students and the public worldwide when communicating specific legal, regulatory statutes and governance.

 

This selection includes active shows, along with some that have reached the end of their season. We welcome your feedback, along with any questions and suggestions. Get in touch at podcast@aicpa-cima.com

 

Copyright 2023 AICPA & CIMA

AICPA & CIMA Show(s) Available
  1. All Episodes
  2. 2019
  3. 03

Lessons from the 9th hole: what current retirees have to say {PFP Section}

Mar 29, 2019

Guest(s): Paula McMillan, CPA/PFS

Category: Technical

In this episode, Paula McMillan, CPA/PFS shares what current retirees have to say about retirement and lessons they’ve learned along the way. She answers the question: What are the six factors paramount to a successful retirement?

Access the related resources from...

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Making conversations count: integrated financial planning {PFP Section}

Mar 22, 2019

Guest(s): Paula McMillan, CPA/PFS

Category: Technical

In this episode, Paula McMillan, CPA/PFS shares how to make conversations count when it comes to personal financial planning. She answers the questions:

  • What is your role and influence in your clients’ conversations with others around personal financial...

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Creating a cohesive online presence {PFP Section}

Mar 15, 2019

Guests: Erica Gellerman, CPA

Category: Practice management

In this episode, Erica Gellerman, CPA turned marketer is here to help you differentiate your CPA financial planning practice for their current and prospective clients.

  • Why does a cohesive online presence matter?
  • What are the three Vs of creating a cohesive...

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The 3 Rs of the retainer model {PFP Section}

Mar 08, 2019

Guests: Ed Fulbright, Sheila Padden, & Chip Simon

Category: Practice management

In this episode, CPAs and financial planners share their experiences with the retainer fee model for their personal financial planning practices.

  • What is the retainer model? Why did they choose this fee-only model for their practice?
  • Is...

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Tax reform: Section 199A & tax season {PFP Section}

Mar 01, 2019

Guest(s): Bob Keebler, CPA/PFS & Nick Passini, CPA

Category: Technical

On January 18th, the IRS released the highly-anticipated final regulations on Section 199A for the qualified business income deduction for pass-through entities. In this podcast, Bob Keebler, CPA/PFS interviews Nick Passini, CPA about the reality of...

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