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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. 07

Sustainable investing: Why is it important to your clients? (Part 2 of 3) {PFP Section}

Jul 26, 2019

Guest: Samuel Adams, CEO, Vert Asset Management

Category: Technical

In this episode, Samuel Adams, CEO, Vert Asset Management discusses sustainable investing and answers the questions:

  • What are your clients’ motivations for sustainable investing?
  • What are advisers’ motivations for sustainable investing?
  • What...

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Sustainable investing: What is it? (Part 1 of 3) {PFP Section}

Jul 19, 2019

Guest: Samuel Adams, CEO, Vert Asset Management

Category: Technical

In this episode, Samuel Adams, CEO, Vert Asset Management

  • What is sustainable investing?
  • Why is it growing in popularity? And is it just a fad?
  • What are the different types of sustainable investing? What are the intentions and outcomes for...

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Roth conversions and the proposed SECURE Act {PFP Section}

Jul 12, 2019

Guest(s): Bob Keebler, CPA/PFS

Category: Technical

In this episode, Bob Keebler, CPA/PFS discusses the SECURE Act and retirement planning strategies, including Roth conversions. He answers the questions:

  • What are the relevant proposed provisions?
  • Which clients would be impacted?
  • What planning strategies and tactics...

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Creating a cohesive online presence (part 2) {PFP Section}

Jul 05, 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.

  • What are the three Vs of creating a cohesive online presence?
  • How can you leverage your...

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