The Strategic Accountant: From Transactional to Advisory Services
Field of Study: Business Management and Organization
More and more accounting firms have created, or are interested in creating, a more diversified selection of services, looking beyond the tax season to offer a variety of advisory services such as forecasting, budgeting, and strategy for their clients. Anna Halaburda, founder of Be Ready Exits, has 35 years of accounting, tax, audit, and consulting experience in the public and private sectors. In this segment, Anna discusses the importance of communication and collaboration skills in transitioning from a traditional CPA role to a business advisory role.
From Idea to IPO Part I: Bridging the Gap Between Accounting & Operations
Field of Study: Accounting
Many believe that successfully managing the growth of a business is directly related to strategic alignment of accounting or finance teams with operational functions. Graham Stanton, Co-Founder and CEO of Avise, joins this segment to discuss accounting software considerations, bridging the gap between accounting and operations, as well as the review of a company lifecycle. Graham, who also co-founded the company Peloton, shares how his story and experience with Peloton ties into the accounting field as a whole.
The Business Cycle Part II: Is an Economic Downturn on the Horizon?
Field of Study: Economics
Although there are no clear formulas to identify a recession as soon as one begins, a downturn must be deep, pervasive, and lasting to qualify as a recession. Currently, economists determine if a recession is occurring by looking at a variety of complex indicators, the most common being two consecutive quarters of negative gross domestic product. Alan Gorlick of Gorlick Financial Strategies, joins this segment to discuss the various recession indicators and cures in addition to providing his thoughts on the current economic client.
How Al is Driving Change in Finance
Field of Study: Finance
With data and computer power growing exponentially, financial service providers increasingly turn to Al for cost-effective solutions. Alex Jimenez, the Managing Principal of Financial Services Consulting at EPAM Systems, discusses the intersection of finance and technology, specifically focusing on the application of Al in the industry. He emphasizes the importance of data infrastructure and governance in implementing Al solutions, as well as the need for cultural change within organizations to embrace new technologies.