Future-Proof

Apr 09 2025 200 ep. 36 mins 193
Future-Proof Podcast artwork

How should you future-proof your organization and your career in a complex and chaotic world? Host Bill Sheridan, thought leader with the Maryland Association of CPAs, gets answers from some of today's most forward-thinking thought leaders.

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227. Global talent playbook, with Tricia Katebini

Apr 09 2025 27 mins  
Firms are facing major capacity and talent challenges—and many are turning to offshoring, or global resourcing, to keep up. But how do you make it work?In this episode of Futureproof, GRF CPAs and Advisors partner Tricia Katebini shares how her firm built a global team that’s fully integrated into their culture and client service model.Whether you’re just getting started or r

226. The evolution of AI, with Pascal Finette

Mar 03 2025 34 mins  
AI adoption is surging, but most companies struggle to scale its value. Tech expert and be radical co-founder Pascal Finette helps leaders navigate the evolving technology landscape—and today, he’s breaking down what businesses get wrong about AI and how to get it right.With nearly 30 years in tech, including leadership roles at Google, eBay, and Mozilla, Pascal shares practica

225. Meet the new boss, with Mark Koziel

Feb 10 2025 29 mins  
In this episode, I speak with Mark Koziel as he steps into his new role as CEO of the AICPA, succeeding Barry Melancon, who led the organization for nearly 30 years. Mark shares his vision for the profession, bringing a global perspective from his experience at both the AICPA and Allinial Global.We discuss key challenges like talent shortages, technology, and regulatory shifts, as

224. Cracking the CAS code, with Amy Bridges

Feb 03 2025 39 mins  
Client Advisory Services (CAS) has become one of the most profitable and in-demand service lines in accounting, with revenues surging 17% in two years. Amy Bridges, Senior Manager of Practice Development at CPA.com, unpacks key findings from the latest CAS Benchmark Survey, revealing how top firms achieve $250,000 in median net client fees per professional and why 90% have moved aw

223. The critical importance of CPA advocacy, with Maryland Sen. Brian Feldman

Jan 13 2025 41 mins  
Maryland's General Assembly is in session, facing a significant budget deficit. In this episode, State Senator Brian Feldman, CPA, breaks down the tough decisions ahead, including the potential taxation of professional services. He emphasizes why legislative advocacy is crucial for CPAs, who can influence tax policy and business decisions. Senator Feldman also explains how Maryland

222. Post-election pulse, with Lauren Pfingstag Vahey

Dec 09 2024 36 mins  
What’s next for CPAs after the election? I sit down with Lauren Pfingstag Vahey, AICPA’s Director of Congressional and Political Affairs, to explore the impact of a new president and Congress on the profession. We discuss the future of the Tax Cuts and Jobs Act, potential new tax legislation, and the recent IRS funding boost from the Inflation Reduction Act. Lauren also shares

221. What makes a great A.I. policy? with Maddie Grant

Dec 04 2024 45 mins  
AI is the new social media—exciting, risky, and in need of guardrails. In this episode, we explore what makes a good AI policy and how to navigate the powerful tools reshaping our world. From confidentiality to data reliability, we cover key considerations for using AI responsibly.Joining the conversation is digital strategist Maddie Grant from Propel. She shares insights on craf

220. Time to transform your business model? with Lisa Simpson

Oct 24 2024 38 mins  
In this episode, we explore how your business model might be evolving, whether you realize it or not. Technology, demographics, and regulation are driving change across industries, and for business and CPA firm leaders, the big question is: how do we stay relevant?I’m joined by Lisa Simpson, VP of Firm Services at the AICPA, to discuss the "Transforming Your Business Model" initi

219. Solving the talent puzzle, with Lexy Kessler

Sep 19 2024 24 mins  
In this episode, we tackle the talent puzzle and discuss steps to secure the future of the accounting profession. I sit down with Lexy Kessler, Vice Chairman of AICPA and Mid-Atlantic Managing Partner at Aprio and member of the National Pipeline Advisory Group (NPAG), to dive into the finalized "Accounting Talent Strategy Report" and its bold solutions to the profession’s talent

218. CPA: The C is for 'cool', with Carla McCall

Aug 29 2024 27 mins  
In this episode, we discuss the need to change the narrative around what it truly means to be a CPA.I’m joined by Carla McCall, the 2024-25 Chair of the AICPA, to explore how the accounting profession can attract new talent by focusing on purpose and passion rather than just tasks and hours. By highlighting the “why” behind accounting—what makes it exciting, meaningful, and