Future-Proof

Busy season horror stories of 80-hour weeks, sleepless nights, and lost weekends have long defined the accounting profession. But Samantha Bowling, managing partner at GWCPA, is rewriting that narrative.This past tax season, her firm went bold: no weekends, a 50-hour cap, mandatory extensions, upfront pricing, and a 15% fee increase. The payoff? Nearly full client retention, lighter partner workloads, and a team that felt energized instead of exhausted.In this episode, Samantha shares how GWCPA pulled it off, what challenges came with change, and why people-first innovations like these may be the key to attracting talent and future-proofing the profession.If you have ever thought, “There has to be a better way,” you will want to hear this conversation.ResourcesSamantha Bowling, CPA, CFE, CGMA LinkedIn ProfileGWCPA Firm WebsiteMACPA Preferred Providers

Tom Hood, Executive Vice President of Business Growth and Engagement at the AICPA, shares his perspective on the forces shaping the future of accounting and finance through Accounting and Finance 2040: Rise to the Future Together.In this conversation, Tom discusses the rapid evolution of the finance function, driven by generative AI, digital transformation, shifting business models, and changing workforce expectations. He examines the skills professionals will need to thrive, highlighting adaptability, curiosity, and strategic thinking alongside technical expertise.Tom also offers practical advice for finance leaders and professionals on how to prepare themselves and their teams for what is coming next.Resources:Tom Hood, CPA, CGMA, CITP, EVP Business Engagement & Growth, AICPA LinkedInMcKinsey Reports on CFO PrioritiesDeloitte CFO Signals ReportGartner Finance Insights

In today’s polarized climate, terms like DEI and diversity can spark debate, but the need for fairness at work remains just as important. In this episode, Siri Chilazi, co-author of Work Fair: Data-Driven Design for Real Results, joins the conversation to explore what actually drives equity in the workplace.Instead of buzzwords or big proclamations, Siri focuses on small, practical changes that make a real impact. She shares how reducing bias in hiring, running more inclusive meetings, and building systems where talent has a true chance to shine can lead to meaningful progress. She calls this moment a reset, a chance to step back and ask what’s really working.If you're looking for ways to create a fairer workplace grounded in evidence and action, this episode offers steps to get started.Resources:Siri Chilazim Author, Academic, Speaker and Consultant, website"Make Work Fair: Data-Driven Design for Real Results", by Siri Chilazi, Iris Bohnet

Risk is evolving quickly, and CPAs need to stay ahead. In this episode of Future Proof, we talk with Nicole Graham, risk consultant at Aon, about how firms can turn risk management into a strategic advantage.From cyber threats and regulatory changes to the everyday use of generative AI, Nicole shares real-world trends and practical tips to help firms stay protected. Learn how to spot red flags early, strengthen engagement practices, and embed a proactive risk culture across your team.Smart risk management isn’t optional, it’s essential to building a future-ready firm.Resources:Ashley Graham, Risk Consultant, LinkedInAon Insurance Services, an MACPA Preferred Provider

This week on Future Proof, Paul Dunn, award-winning entrepreneur, global business leader, and founder of B1G1 (Business for Good), joins the conversation to explore the true purpose of the accounting profession.Paul challenges CPAs to shift from focusing on what they do to why they do it. He shares how small, purpose-driven actions can create lasting impact and how accountants can become storytellers who communicate the real value of their work. His message is clear: CPAs are heroes (they just don’t always realize it).This uplifting episode is a powerful reminder of how purpose and impact can redefine the profession and inspire change far beyond the bottom line.Resources:B1G1 (Business for Good)Paul Dunn’s TEDx TalksThe Soul of the Enterprise PodcastVerasage InstituteMACPA Purpose Resources

This week on Future Proof, we’re joined by Lexy Kessler, partner at Aprio, former chair of the Maryland Association of CPAs, and now the third Marylander to chair the AICPA’s board of directors. Lexy brings insight, inspiration, and a powerful sense of purpose to this conversation.She shares how a high school bookkeeping class sparked her career, why she was an early adopter of technology, and how a short break from public accounting reaffirmed her calling. Now in a national leadership role, Lexy is focused on deep listening, building trust across the profession, and addressing the talent pipeline with both policy and heart.This episode is a must-listen for anyone seeking renewed purpose and direction in the profession.ResourcesLexy Kessler LinkedIn ProfileLexy Kessler AICPA ProfileNational Pipeline Advisory Group

In this episode, Ron Baker, founder of the VeraSage Institute, challenges traditional views of innovation in accounting. Instead of focusing on technology like AI and automation, Ron advocates for transforming the value we provide to clients, shifting from transactional services to outcomes and personal growth. He highlights Fender's shift from selling guitars to teaching customers how to become musicians as a key example of transformation.Ron also reframes burnout as "moral injury," the emotional toll of not living up to the deeper purpose of the profession, which is helping people. This conversation is full of actionable ideas to help CPAs evolve beyond billable hours and checklists. Tune in for a fresh perspective on the future of accounting and how to make a greater impact.Resources:VeraSage InstituteRon Baker biography and workRon Baker's podcast, The Soul of the Enterprise "The Experience Economy" book by Joe Pine and James GilmorePwC 2023 Consumer Insights Report Deloitte’s Human Outcomes Study

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 refining your approach, this episode is packed with practical insights to help you navigate the future of talent.Resources:Tricia Katebini, CPA, MBA, Partner, Audit and Assurance at GRF CPAs and AdvisorsIndia GCC Landscape Report – The 5 Year Journey

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 practical strategies for integrating AI, overcoming challenges, and driving real impact.Listen in to learn how to harness AI for growth, efficiency, and innovation.Resources:Pascal Finette websitebe radical Boston Consulting Group (BCG) report, "Where’s the Value in AI?"McKinsey & Company report, "AI in the workplace: A report for 2025"

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 well as the importance of community and keeping the profession strong for future generations. From private equity risks to new opportunities, Mark sees every challenge as a chance for growth.Whether you're a CPA, student, or leadership enthusiast, this conversation is packed with valuable insights. Resources:Mark Koziel LinkedIn ProfileJournal of Accountancy article, "Mark Koziel to become CEO of the Association of International Certified Professional Accountants", by Kim Nilsen

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 away from hourly billing. From pricing strategies to scaling advisory services, this conversation offers actionable insights for firms looking to maximize CAS growth.Resources:CPA.com’s 2024 CAS Benchmark SurveyAmy Bridges, LinkedIn Profile

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’s legislative process is accessible, offering CPAs a chance to make a real impact. We also discuss how Maryland’s economic, energy, and environmental policies will shape the future, making it vital for CPAs to be involved.Resources:Brian J. Feldman, Maryland State SenatorMACPA's annual CPA Day in AnnapolisMACPA editorial, "Fiscal concerns dominate Maryland's 2025 legislative session", by Bill Sheridan

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 insights on the possible restructuring of the PCAOB under SEC oversight and offers advice on how CPAs can stay actively engaged in legislative advocacy. Tune in to this essential conversation to navigate the evolving political and regulatory landscape.Resources Lauren Pfingstag Vahey LinkedIn Profile AICPA Congressional and Political Affairs Team

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 crafting effective AI policies, testing their strength, and understanding where we stand in this fast-moving AI era. Tune in for essential guidance on shaping AI policies that protect and empower your organization.ResourcesMaddie Grant, Culture Designer & Digital Strategist at PropelJourney of Accountancy article, "Generative AI and risks to CPA firms" by Sarah Beckett Ference, CPA

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" initiative, launched by the AICPA's Private Companies Practice Section (PCPS). This project helps firms identify outdated aspects of their business model and offers solutions across five key areas: governance, strategy, service offerings, talent, and technology. We take a deeper look at how this transformation can shape the future of your firm.Resources: Lisa Simpson, VP of Firm Services, AICPA LinkedIn ProfileTransforming Your Business Model by AICPA's Private Companies Practice Section (PCPS)

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 challenges. Lexy shares insights on how the report’s key themes have been well-received, and we explore trends like three-year bachelor's programs and shifting education preferences.We also break down the report’s six recommendations, from retooling education to evolving business models. Lexy also speaks to the importance of collaboration and grassroots efforts like the National Pipeline Pledge.Tune in to hear our full conversation about this report and it's implications for the future of our profession.ResourcesNPAG’s Accounting Talent Strategy Report Lexy Kessler CPA, CGMAProposed “CPA Competency-Based Experience Pathway” from AICPA and NASBA National Pipeline Pledge

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 impactful—we can inspire the next generation to see the true value of a career in this field.Carla’s views perfectly align with the MACPA’s “Purpose of a CPA” campaign, which encourages CPAs to share their personal stories and what drives them. We also discuss her plans for the year, insights on the industry’s future, and her leadership approach. Don’t miss this insightful conversation with a leader committed to showcasing the true purpose and value of the CPA profession.Resources:Carla McCall, CPA, CGMA, Managing Partner at AAFCPAsJournal of Accountancy article, "New AICPA chair: ‘We need to promote the cool work we do", by Mari SagedalMACPA's Purpose of a CPA: Share Your Why

This week, we're tackling a challenging yet crucial topic: when and how to fire a client. Some clients can end up costing more in time, effort, and frustration than the value they provide. Letting them go can sometimes be the best decision for your business. However, this process is not to be taken lightly—there are numerous pitfalls to avoid and best practices to follow. Thankfully, there are plenty of resources to make it easier.Joining me this week is Robert Albertini, an account manager at Aon, which has been a longtime partner of MACPA. With over 25 years of industry experience, particularly in professional liability, Robert will share his insights and expertise on managing client relationships and knowing when it’s time to part ways.Resources:MACPA Preferred ProvidersRobert Albertini LinkedIn ProfileAon partner landing page

In this episode, we honor the remarkable career of Alvin Katz, Co-Founder & Director of KatzAbosch, a firm he helped build from the ground up in 1969 into one of the largest CPA and business consulting organizations in the Mid-Atlantic. As Alvin retires after 55 years at the helm, he shares his journey, the evolution of the profession, and the lasting impact of KatzAbosch on the Maryland community. Join us for an insightful conversation on building a lasting firm, embracing change, and the future of accounting and finance.ResourcesAlvin Katz, Co-Founder & Director of KatzAboschAlvin Katz LinkedIn Profile

This week's episode is about TRUST. We must rely on trust as we navigate change.Our guest is Barry Melancon, who will be retiring as long-time President and CEO of AICPA as of December 31, 2024. Barry has been the "face" of the profession for decades.This transition is another example of great change in our profession. Since Barry has been leading change, and has been teaching our profession to navigate shifts, we are all better prepared even for this particular moment in our profession.Join us as we talk about the state of the profession, what's next for CPAs, and what's next for Barry himself.A true visionary and thought leader, Barry gives us his wisdom on trust, change, and the future.ResourcesPreferred Providers: macpa.orgAICPA& CIMA: aicpa-cima.comBarry Maloncon on LinkedIn: linkedin.com/in/barry-melancon-cpa-cgma/