Reshaping Finance

In this episode, we dive into how finance is being reshaped by seismic shifts in the workplace, from the rise of hybrid models and sustainability imperatives to the disruptive force of AI. Steve Flatman, VP Education and Professional Qualification, representing the Association of International Certified Professional Accountants (AICPA & CIMA), is joined by Brad Taylor, Director of Consulting at Advanced Workplace Associates (AWA), to explore what these changes mean for finance professionals. Together they unpack how automation is altering entry‑level roles, why cognitive load and new habits matter in an AI‑enabled world, and how education and professional designations must evolve to prepare talent for business‑ready careers. The conversation highlights the skills, adaptability, and strategic mindset needed for finance leaders to thrive in a future defined by connected teams, blurred functions, and generational shifts in expectations. CONNECT Brad on LinkedIn  Steve on LinkedIn  OTHER RESOURCES • The Next Frontier of Finance: Taking AI from Theory to Implementation – Report • Essential AI resources for practical use | AICPA&CIMA – Resources Page   • Transformative Skills Pack: Creative mindset – Report • Partnering with AI: A Strategic Blueprint for Finance and Accounting Excellence – Report • Debut podcast episode: AI's impact on private equity – Blog • Big data and AI: Challenges and opportunities in finance – The Reshaping Finance podcast – Blog  • AI for private equity and financial services industry – Podcast   • Big data and AI technologies: Fundamentals and Applications – Podcast  • Leveraging Non-Financial Data for Long-Term Value – Podcast  • Non-financial data drives long-term value: The Reshaping Finance podcast – Blog • Agile Finance: Mastering adaptive budgeting and planning – Podcast  • Future-ready with adaptive budgeting: The Reshaping Finance podcast – Blog  • Future-proof Finance: Partnering in a Shifting World – Podcast  • Co-creating solutions through business partnering – Blog • Future of Finance 2.0: Re-defining finance for a sustainable world – Report  • 4 shifts redefining how finance creates sustainable value –  Article    • Our contemporary issues in Management Accounting –  Page • Riding the Waves of Transformation –  Article      Find out more about the Future of Finance. Your feedback and comments welcomed at research@aicpa-cima.com This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.  

Discover how AI is reshaping employee listening, from surveys to sentiment analysis, and what it means for engagement, retention and workplace culture. This episode explores the intersection of technology and empathy, the role of HR in translating data into meaningful action and how companies are using AI to build stronger, more connected finance and accounting teams. Featuring insights from Robert Half research, we'll also look at how listening tools can support wellness and proactive retention strategies. This episode is offered by our sponsor, Robert Half, a leader in specialised recruiting services.  CONNECT Steve on LinkedIn  Tom on LinkedIn  OTHER RESOURCES • AI-Powered Employee Listening: Turning Feedback Into Action | Robert Half – Article  • 18 Questions to ask in your next employee engagement survey | Robert Half – Article • The Next Frontier of Finance: Taking AI from Theory to Implementation – Report • Essential AI resources for practical use | AICPA&CIMA – Resources Page   • Transformative Skills Pack: Creative mindset – Report • Partnering with AI: A Strategic Blueprint for Finance and Accounting Excellence – Report • Debut podcast episode: AI's impact on private equity – Blog • Big data and AI: Challenges and opportunities in finance – The Reshaping Finance podcast – Blog  • AI for private equity and financial services industry – Podcast   • Big data and AI technologies: Fundamentals and Applications – Podcast  • Leveraging Non-Financial Data for Long-Term Value – Podcast  • Non-financial data drives long-term value: The Reshaping Finance podcast – Blog • Agile Finance: Mastering adaptive budgeting and planning – Podcast  • Future-ready with adaptive budgeting: The Reshaping Finance podcast – Blog  • Future-proof Finance: Partnering in a Shifting World – Podcast  • Co-creating solutions through business partnering – Blog • Future of Finance 2.0: Re-defining finance for a sustainable world – Report  • 4 shifts redefining how finance creates sustainable value –  Article    • Our contemporary issues in Management Accounting –  Page • Riding the Waves of Transformation –  Article      Find out more about the Future of Finance. Your feedback and comments welcomed at research@aicpa-cima.com This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.  

In this episode, we explore how AI is transforming the tax function - from automation to augmentation - and what this means for the future of the profession. April Walker, Senior Manager at AICPA & CIMA, is joined by John McGowan, Founder and CEO of HubSync, to discuss how tax professionals and finance leaders can move from insight to impact by embracing AI-powered innovation. John shares practical insights on: • How AI is reshaping tax workflows and client experiences • The biggest challenges facing tax professionals, and how AI can help solve them • The role of intelligent document processing and multi-agent systems in tax automation • Why human skills like advisory, communication, and strategic thinking are more important than ever • How to lead successful AI-driven tax transformation This episode is offered by our sponsor, HubSync, a leader in AI-powered tax transformation. CONNECT John on LinkedIn  April on LinkedIn  OTHER RESOURCES • HubSync's AI automation reshapes tax and accounting workflows – Article  • HubSync x Carr Riggs & Ingram CPAs and Advisors Case Study – Case Study  • Transformative Skills Pack: Creative mindset – Report • Partnering with AI: A Strategic Blueprint for Finance and Accounting Excellence – Report • Debut podcast episode: AI's impact on private equity – Blog • Big data and AI: Challenges and opportunities in finance – The Reshaping Finance podcast – Blog  • AI for private equity and financial services industry – Podcast   • Big data and AI technologies: Fundamentals and Applications – Podcast  • Leveraging Non-Financial Data for Long-Term Value – Podcast  • Non-financial data drives long-term value: The Reshaping Finance podcast – Blog • Agile Finance: Mastering adaptive budgeting and planning – Podcast  • Future-ready with adaptive budgeting: The Reshaping Finance podcast – Blog  • Future-proof Finance: Partnering in a Shifting World – Podcast  • Co-creating solutions through business partnering – Blog • Future of Finance 2.0: Re-defining finance for a sustainable world – Report  • 4 shifts redefining how finance creates sustainable value –  Article    • Our contemporary issues in Management Accounting –  Page • Riding the Waves of Transformation –  Article        Find out more about the Future of Finance. Your feedback and comments welcomed at research@aicpa-cima.com This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.  

In this episode, we explore the evolving role of creativity in finance leadership. Dr. Irena Teneva Associate Technical Director Research & Development at AICPA & CIMA is joined by Dr. Rouxelle de Villiers, Senior Lecturer at AUT Faculty of Business & Law, and Annelize du Toit, Country Finance Manager at Colgate-Palmolive, to discuss how CFOs and finance professionals can harness creativity to drive value and innovation. Rouxelle and Annelize share practical insights on: • Why creativity is a critical skill for finance professionals • How to foster creative thinking in traditionally analytical roles • The balance between innovation and strategic alignment • The impact of AI on creativity and decision-making in finance • How organisations and universities can nurture creative talent in accounting CONNECT Rouxelle on LinkedIn Annelize on LinkedIn Irena on LinkedIn OTHER RESOURCES • Transformative Skills Pack: Creative mindset – Report • Partnering with AI: A Strategic Blueprint for Finance and Accounting Excellence – Report • Debut podcast episode: AI's impact on private equity – Blog • Big data and AI: Challenges and opportunities in finance – The Reshaping Finance podcast – Blog  • AI for private equity and financial services industry – Podcast   • Big data and AI technologies: Fundamentals and Applications – Podcast  • Leveraging Non-Financial Data for Long-Term Value – Podcast  • Non-financial data drives long-term value: The Reshaping Finance podcast – Blog • Agile Finance: Mastering adaptive budgeting and planning – Podcast  • Future-ready with adaptive budgeting: The Reshaping Finance podcast – Blog  • Future-proof Finance: Partnering in a Shifting World – Podcast  • Co-creating solutions through business partnering – Blog • Future of Finance 2.0: Re-defining finance for a sustainable world – Report  • 4 shifts redefining how finance creates sustainable value –  Article    • Our contemporary issues in Management Accounting –  Page • Riding the Waves of Transformation –  Article      Find out more about the Future of Finance. Your feedback and comments welcomed at research@aicpa-cima.com This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.  

In this episode, we explore what it takes to build resilient organisations in an era defined by disruption and uncertainty. Ross Archer is joined by Andrew Harding, Chief Executive of Management Accounting at AICPA & CIMA, and Dionne Corradine, Chief Strategy Officer at the City of London Corporation, to discuss how finance leaders can help their organisations not only survive but thrive in challenging times. Andrew and Dionne share practical insights on:  • The evolving role of finance in driving organisational resilience • How to balance short-term survival with long-term growth • The importance of culture, leadership, and agility in uncertain environments • Lessons from past crises and how to prepare for future shocks • The power of finance business partnering and cross-functional collaboration CONNECT Andrew on LinkedIn Dionne on LinkedIn Ross on LinkedIn OTHER RESOURCES • Debut podcast episode: AI's impact on private equity – Blog • Big data and AI: Challenges and opportunities in finance – The Reshaping Finance podcast – Blog  • AI for private equity and financial services industry – Podcast   • Big data and AI technologies: Fundamentals and Applications – Podcast  • Leveraging Non-Financial Data for Long-Term Value – Podcast  • Non-financial data drives long-term value: The Reshaping Finance podcast – Blog • Agile Finance: Mastering adaptive budgeting and planning – Podcast  • Future-ready with adaptive budgeting: The Reshaping Finance podcast – Blog  • Future-proof Finance: Partnering in a Shifting World – Podcast  • Co-creating solutions through business partnering – Blog • Future of Finance 2.0: Re-defining finance for a sustainable world – Report  • 4 shifts redefining how finance creates sustainable value –  Article    • Our contemporary issues in Management Accounting –  Page • Riding the Waves of Transformation –  Article      Find out more about the Future of Finance. Your feedback and comments welcomed at research@aicpa-cima.com This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.  

In this episode of Reshaping Finance, we explore how finance business partnering is evolving to meet the demands of a rapidly changing world. Our expert guests from GSK and AICPA & CIMA share how finance leaders can move beyond traditional roles to become true co-pilots, driving strategy, enabling execution, and creating value through insight, influence, and impact. GUEST SPEAKERS: • Richard Latchford, VP Finance & CFO, GSK US Biopharma • Ash Noah, Managing Director, CGMA Learning, AICPA & CIMA CHAIR: • Barry Payne, Director, External Relations - Management Accounting, AICPA & CIMA KEY INSIGHTS: • What does it really mean to be a co-pilot in finance and why is that mindset critical for the future? • How are leading CFOs structuring their teams to drive both accountability and agility? • What tools and skills finance professionals need to stay ahead? • What role will technology play in reshaping finance and how can you stay relevant as it evolves? • What's the hidden gap between what finance delivers and what the business actually needs? • How do you measure the real value of finance business partnering and what are the red flags you're missing it? Join us as we uncover how finance leaders can future-proof their planning processes and build more resilient, agile organisations. CONNECT: Richard on LinkedIn Ash on LinkedIn Barry on LinkedIn OTHER RESOURCES: • Debut podcast episode: AI's impact on private equity – Blog • Big data and AI: Challenges and opportunities in finance —The Reshaping Finance podcast – Blog  • AI for private equity and financial services industry – Podcast   • Big data and AI technologies: Fundamentals and Applications – Podcast  • Future of Finance 2.0: Re-defining finance for a sustainable world – Report  • 4 shifts redefining how finance creates sustainable value –  Article    • Our contemporary issues in Management Accounting –  Page   Find out more about the Future of Finance. Your feedback and comments welcomed at research@aicpa-cima.com This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.  

In this episode of Reshaping Finance, we explore how adaptive budgeting and planning are transforming financial strategy in an era of constant change. Our expert guests from Oracle share how automation, AI, and real-time data are helping finance teams pivot faster, forecast more accurately, and drive better business performance. GUEST SPEAKERS: • Eric Kinnoin, Senior Vice President of Finance, Oracle • David Bogard, Senior Director of Finance, Oracle CHAIR: • Tom Hood, CPA/CITP, CGMA, EVP Business Engagement & Growth, AICPA&CIMA KEY INSIGHTS: • Why traditional budgeting methods fall short in today's volatile environment. • How adaptive planning enables real-time responsiveness to market shifts. • The role of automation and AI tools like IPM Insights and Fusion Anomaly Detection in streamlining forecasting and surfacing risks. • Practical examples of how Oracle is embedding machine learning into finance operations. • The importance of scenario modelling and dynamic planning to stay ahead of uncertainty. Join us as we uncover how finance leaders can future-proof their planning processes and build more resilient, agile organisations. CONNECT: Eric on LinkedIn David on LinkedIn Tom on LinkedIn OTHER RESOURCES: • Debut podcast episode: AI's impact on private equity – Blog • Big data and AI: Challenges and opportunities in finance —The Reshaping Finance podcast – Blog  • AI for private equity and financial services industry – Podcast   • Big data and AI technologies: Fundamentals and Applications – Podcast  • Future of Finance 2.0: Re-defining finance for a sustainable world – Report  • 4 shifts redefining how finance creates sustainable value –  Article    • Our contemporary issues in Management Accounting –  Page • Riding the Waves of Transformation –  Article      Find out more about the Future of Finance. Your feedback and comments welcomed at research@aicpa-cima.com This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.  

In this episode of Reshaping Finance, we delve into the transformative power of non-financial data in driving long-term value and competitive advantage. Our expert panellists discuss how integrating non-financial metrics such as sustainability, employee satisfaction, and operational efficiency can reshape financial reporting and strategic decision-making. GUEST SPEAKERS: • Hendrik Vollmer, Reader and Head of Group Accounting at Warwick Business School • Phillip Pearce, Head of Sustainability at ASTA Capital  • Zhongnan Xiang, Assistant Professor in Accounting at Warwick Business School CHAIR:  • Martin Farrar, Associate Technical Director, Research & Development, AICPA&CIMA Our guest speakers provide deep insights on: • The growing importance of non-financial data in business reporting. • How non-financial metrics can enhance strategic decision-making and drive sustainable growth. • The evolving role of finance professionals in integrating non-financial data. • Challenges and opportunities in implementing robust data governance frameworks. • Practical examples from various industries on leveraging non-financial data for competitive advantage. Join us as we explore the intersection of finance and non-financial data, offering valuable perspectives on how businesses can adapt to the changing landscape and thrive in the long term. CONNECT: Hendrik on LinkedIn Phillip on LinkedIn Zhongnan contact details Martin on LinkedIn OTHER RESOURCES: • MSc Accounting and Sustainability - Warwick Business School – Course • Why nature matters to accountants – A Guide  • Debut podcast episode: AI's impact on private equity – Blog • Big data and AI: Challenges and opportunities in finance —The Reshaping Finance podcast – Blog  • AI for private equity and financial services industry – Podcast   • Big data and AI technologies: Fundamentals and Applications – Podcast  • Future of Finance 2.0: Re-defining finance for a sustainable world – Report  • 4 shifts redefining how finance creates sustainable value –  Article    • Our contemporary issues in Management Accounting –  Page   Find out more about the Future of Finance. Your feedback and comments welcomed at research@aicpa-cima.com This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.  

This episode is a sneak peek into the applications of big data and AI in the industry, and how the two can be used concurrently to redefine success and create value for your organisation. It answers the question at the forefront of all our minds: What does the future hold for finance at the congruence of big data and AI?   GUEST SPEAKERS Cathy Cobey, EY Global Responsible AI Co-Lead, Ernst & Young LLP Trevor Hughes, President and CEO, International Association of Privacy Professionals   Our guest speakers provide deep insights on: • The various types of AI, including predictive, generative, and agentic AI, and their relevance to finance. • How AI can boost productivity, provide deeper insights, and augment current functions in finance. • The crucial role of finance professionals in AI governance, risk, and control. • Ensuring data privacy and security when working with large data sets. • Challenges and opportunities • The importance of strong data governance frameworks for successful AI implementation CONNECT Cathy on LinkedIn Trevor on LinkedIn Nancy on LinkedIn   AICPA&CIMA RESOURCES  • Debut podcast episode: AI's impact on private equity – Blog • AI for private equity and financial services industry – Podcast   • Future of Finance 2.0: Re-defining finance for a sustainable world – Report  • AI Insights, Ernst & Young LLP - Page • 4 shifts redefining how finance creates sustainable value –  Article  • The Digital Journey of Finance – Emerging Themes Report • The Race to Digital Adoption in Finance – Literature Review Briefing  • Data and Data Analytics in Finance – Literature Review Briefing • Technology in Finance – Literature Review Briefing  • AI or human decisions: which is best in predictive analytics? – Blog Post • Predictive analytics: Should there be a human in the loop – Report   • Our contemporary issues in Management Accounting – Page   Find out more about the Future of Finance. Your feedback and comments welcomed at research@aicpa-cima.com This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.  

For our first episode, we talk to Didem Un Ates, Founder and CEO of Lotus AI, former Head of Applied Strategy, Data & AI at Microsoft, and former Vice President AI Strategy and Innovation at Schneider Electric. We discuss the transformative impact of artificial intelligence on the private equity and financial services industries, and explore the current landscape, challenges, and opportunities presented by AI and generative AI. Didem provides deep insights on: • Challenges in AI adoption within private equity and financial services • Key AI use cases for private equity and financial institutions • Strategies for enhancing value creation and operational efficiency with AI • The importance of responsible AI implementation and compliance • Future AI-driven innovations to watch for in finance CONNECT Didem on LinkedIn Raluca on LinkedIn AICPA&CIMA RESOURCES  • Future of Finance 2.0: Re-defining finance for a sustainable world – Report  • 4 shifts redefining how finance creates sustainable value – Article  • The Digital Journey of Finance – Emerging Themes Report  • The Race to Digital Adoption in Finance – Literature Review Briefing  • Data and Data Analytics in Finance – Literature Review Briefing • Technology in Finance – Literature Review Briefing  • AI or human decisions: which is best in predictive analytics? – Blog Post • Predictive analytics: Should there be a human in the loop – Report   • Our contemporary issues in Management Accounting – Page   Find out more about the Future of Finance. Your feedback and comments welcomed at research@aicpa-cima.com This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.  

We are excited to tell you about our Reshaping Finance podcast. There will be a new episode every month, starting on the second Tuesday of March. Join us for unique insights into the dynamic intersection of finance, technology, data, and sustainability.  Discover the latest trends, best practices, and real-world applications of data, artificial intelligence (AI), machine learning, sustainability, and predictive analytics within the financial and accounting industries. Find out more about the Future of Finance. Your feedback and comments welcomed at research@aicpa-cima.com This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here.