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Freely-available podcasts by AICPA and CIMA. We release about 20 episodes every month, and cover a broad range of topics of interest to accounting and finance professionals worldwide.

 

We combine the strengths of the American Institute of CPAs (AICPA) and The Chartered Institute of Management Accountants (CIMA) in a powerful international alliance that promotes accounting and finance in every corner of the world. Today, we serve 580,000 members, candidates and registrants in 150 countries and territories

 

This selection features all of our active shows. To discover our podcasts that have reached the end of their seasons, search for 'AICPA & CIMA' online or in your podcast app. Get in touch at podcast@aicpa-cima.com

 

 Copyright 2026 AICPA & CIMA

AICPA & CIMA Show(s) Available
  1. All Episodes
  2. 2019
  3. 10

Integrating life coaching with the financial planning process {PFP Section}

Oct 25, 2019

Guest: Jimmy J. Williams, CPA/PFS

The support, encouragement, and direction delivered through life coaching is an area where CPA financial planners can add tremendous value for clients by integrating it with the financial planning process. In this podcast, Jimmy J. Williams, CPA/PFS will share his life plan solution and...

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How to talk to your clients about estate planning & actionable ideas to get started {PFP Section}

Oct 18, 2019

Guest: Lisa Featherngill, CPA/PFS

It’s Estate Planning Awareness Week! And even though the Tax Cuts and Jobs Act doesn’t feel new, its effects are still being felt in many areas of your clients’ financial lives, including their estates. Clients may not know the impact of new and proposed rules on their estate, so...

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Futurism & your tax and financial planning business {PFP Section}

Oct 11, 2019

Guest: Mackey McNeill, CPA/PFS

Change is a universal constant. You want to be equipped to embrace it so that you can best serve your clients as the geopolitical and economic landscapes evolve. In this podcast, Mackey McNeill, CPA/PFS interviews futurist, David Houle to get his perspective on:

  • What’s going to be...

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Strategies for Optimizing Incentive Stock Options {PFP Section}

Oct 04, 2019

Guest: Nadine Gordon Lee, CPA/PFS, CFP®, Managing Director, Metro NY Offices & President, Colony Group Family Office

In this podcast, Nadine Lee, CPA/PFS shares strategies and cases related to optimizing incentive stock options. She answers the questions:

  • What are the three ways that clients take action on...

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