PODCAST · business
Future-Proof
by Bill Sheridan of MACPA
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.
Episodes
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256. Humans in the lead, with Tom Hood
The accounting profession is preparing for a future shaped by AI and evolving expectations, but resistance to change could slow its progress. In this episode of Future-Proof, Bill Sheridan sits down with Tom Hood, Executive Vice President of Business Engagement and Growth at the AICPA, to explore...
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255. The AI-powered CPA, with Shane Mason
AI is changing how accounting work gets done, but what could that mean for the role of the CPA? In this episode of Future-Proof, Bill Sheridan sits down with Shane Mason, CPA and co-founder of Brooklyn Fi (BKFi), to explore what an AI-powered accounting and financial planning practice could look...
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254. Putting people first, with Jan Lewis
As technology, talent challenges, and changing business models reshape the accounting profession, Jan Lewis believes its greatest strength remains the same: its people. In this episode of Future-Proof, Bill Sheridan sits down with Jan, current Chair of the AICPA Board of Directors, to discuss her...
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253. Lessons in leadership, with Lexy Kessler
After a year spent listening to CPAs, students, firm leaders, regulators, and others across the profession, Lexy Kessler has a unique perspective on where the profession stands and where it’s headed. In this episode of Future-Proof, Bill Sheridan sits down with Lexy to reflect on her year as…
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252. Accounting's PE effect, with Brannon Poe
Private equity is reshaping the accounting profession, changing how firms think about succession, valuation, technology, profitability, and growth. In this episode of Future-Proof, we sit down with Brannon Poe, founder of Poe Group Advisors, to explore the opportunities and risks that come with...
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251. Trust in a changing world, with Savedra Scott
The accounting profession is evolving, and so is the role of today's CPA. In this episode of Future-Proof, we sit down with Savedra Scott, President and Owner of Savvy Financial Solutions and the newly elected Chair of the MACPA Board of Directors, to discuss the evolving role of CPAs and the...
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250. AI: The secret growth ingredient, with Brad Gustafson
Can AI do more than improve efficiency? In this episode of Future-Proof, we sit down with Brad Gustafson, Head of the Accounting Partner Channel at Ramp, to explore how AI is reshaping the accounting profession and helping firms address long-term talent challenges. Brad shares why AI should be...
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249. What Gen Z wants at work, with Dr. Tara Ceranic Salinas
What does the next generation really want from work? In this episode of Future-Proof, we sit down with Dr. Tara Ceranic Salinas, professor of business ethics at the University of San Diego, to explore what organizations often get wrong about Gen Z in the workplace. Tara explains why Gen Z isn't...
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248. Talent without borders, with Anshul Agrawal
What does it really take to build a successful global team? In this episode of Future-Proof, we sit down with Anshul Agrawal, founder of June15 Consulting, to separate fact from fiction when it comes to offshoring in the accounting profession. Anshul shares why successful offshoring is about more...
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247. The CAS compliance tightrope, with Mike Manspeaker
Client accounting services continue to grow across the profession, but what standards apply when firms step into CAS work? In this episode of Future-Proof, we sit down with Mike Manspeaker, Member of the AICPA Auditing Standards Board and CPA on Staff for Coastal Peer Review, to explore the...
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246. The human side of M&A, with Ira Rosenbloom
Mergers and acquisitions continue to reshape the accounting profession, but what happens after the deal closes? In this episode of Future-Proof, Bill Sheridan sits down with Ira Rosenbloom of Optimum Strategies to explore the human side of M&A and why people, not numbers, are often the deciding...
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245. Risks for CPA firms, with Stan Sterna
What does risk look like for CPA firms today? In this episode of Future-Proof, we sit down with Stan Sterna of Aon to explore how the risk landscape is evolving across the profession. Stan explains how new technologies, shifting regulations, workforce changes, and expanding advisory services are...
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244. The neuroscience of culture, with Don Rheem
What if culture isn’t soft at all, but one of the most powerful drivers of performance? In this episode of Future-Proof, we sit down with Don Rheem, founder of CultureID, to explore how neuroscience is reshaping the way leaders understand engagement, behavior, and results. Don explains how the…
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243. Rules, regs and reinvention, with Jeff Wilson
How is the future of the CPA profession being shaped at the regulatory level? In this episode of Future-Proof, we sit down with Jeff Wilson, the newly appointed chair of the Maryland State Board of Public Accountancy, to discuss the role regulators play in guiding the profession forward. Jeff...
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242. Secure the firm, with Luke Kiely
What does cybersecurity really mean for today’s CPA firms? In this episode, we sit down with Luke Kiely, Chief Information Security Officer at SmartVault and Chief Security Officer at ComplyWise, to explore why cybersecurity is no longer just an IT issue, but a firm-wide responsibility. Luke…
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241. What’s next for audit? With Christina Ho
What does the future of audit oversight look like in a rapidly changing world? In this episode, we sit down with Christina Ho, who recently announced her departure from the Public Company Accounting Oversight Board (PCAOB), for an inside look at what’s next for audit regulation. Christina shares...
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240. Creating joy with the Savannah Bananas, with Dr. Tim Naddy
What can CPAs and business leaders learn from one of the most entertaining organizations in the world? In this episode, we sit down with Tim Naddy, CFO of the Savannah Bananas, to explore how purpose, culture, and leadership drive performance in high-pressure environments. Behind the dancing...
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239. Quality management, with Mike Manspeaker
A major shift is coming to the accounting profession. In December 2025, a new suite of quality management standards will take effect, replacing the long-standing quality control framework firms have used for decades. This change goes beyond new policies; it reflects a broader mindset focused on...
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238. Succession planning, with Erin Daiber
What happens when you are ready to step away from the business you have built? In this episode of Future-Proof, we sit down with Erin Daiber, founder of Well Balanced Accountants, to explore why effective succession planning starts long before retirement. Erin shares practical guidance on...
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237. Seriously funny, with Greg Kyte
There is no single path to success in accounting, and few people prove that better than Greg Kyte. In this episode of Future-Proof, we explore how Greg built a one-of-a-kind career that blends finance, comedy, and purpose in ways that challenge traditional ideas of what it means to be a CPA. Greg...
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236. The power of storytelling, with Jake DeKinder
In today’s data-driven world, information is everywhere, but what truly sets professionals apart is their ability to tell the story behind the numbers. In this episode of Future-Proof, we sit down with Jake DeKinder, Head of Client Communication at Dimensional Fund Advisors, to explore why...
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235. Estate planning for all, with Patrick Carlson
Estate planning isn’t just for the wealthy, it’s for anyone who wants to protect the people and causes that matter most. In this episode of Future-Proof, we sit down with Patrick Carlson, Associate General Counsel for Estate and Tax Product at Vanilla, to explore how simple planning steps can…
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234. Reinventing tax season, with Samantha Bowling
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,...
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233. The Road to 2040, with Tom Hood
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...
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232. Making work fair, with Siri Chilazi
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…
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231. Risk ready: What CPAs can’t afford to ignore, with Nicole Graham
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...
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230. Find your purpose, change the world, with Paul Dunn
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...
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229. Leading with purpose and passion, Lexy Kessler
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…
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228. A world beyond services, with Ron Baker
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...
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227. Global talent playbook, with Tricia Katebini
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…
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226. The evolution of AI, with Pascal Finette
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...
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225. Meet the new boss, with Mark Koziel
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....
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224. Cracking the CAS code, with Amy Bridges
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…
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223. The critical importance of CPA advocacy, with Maryland Sen. Brian Feldman
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...
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222. Post-election pulse, with Lauren Pfingstag Vahey
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...
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221. What makes a great A.I. policy? with Maddie Grant
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...
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220. Time to transform your business model? with Lisa Simpson
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…
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219. Solving the talent puzzle, with Lexy Kessler
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...
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218. CPA: The C is for 'cool', with Carla McCall
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...
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217. Cutting ties with clients, with Robert Albertini
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…
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216. A career and its impact, with Alvin Katz
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...
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215. Looking back ... and ahead, with Barry Melancon
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...
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214. Kitchen-table A.I. automations, with Ashley Francis
This week, we're diving back into the world of AI to uncover some practical ways this technology can take over tasks that are consuming too much of your time. At a recent MACPA Town Hall, 64% of accounting professionals admitted they haven't tried generative AI tools. Many might think they're not...
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213. Tech's impact on tax, with Andrew Hatfield
A decade ago, there were predictions that certain accounting jobs would be replaced by automation. Now, in the age of AI, we're still here and thriving. Today's conversation focuses on how we can collaborate with technology to enhance our work and deliver greater value to clients. To delve into...
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212 AI: Artificial or augmented intelligence? With Kacee Johnson
Today we're touching on the AI subject once again - something we'll likely be talking about for some time given the projections about how this technology will turn the accounting profession on it's head. A recent Thomson Reuters report shows many within our industry are already using AI tools and...
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211. Talent's impact on internal controls, with Dr. Rebecca Hann
In this episode, we're continuing our focus on the pipeline issue but this time we're looking at it's impact on corporate America specifically. Companies, big and small, are citing a shortage of skilled accounting personnel for weaknesses in financial reporting controls. This deficiency is a...
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210. Where will the pipeline dust settle? with Lexy Kessler
This week, we're diving into a well known, critical issue gripping our profession: the shortage of CPAs. It's a widespread challenge impacting businesses, causing staffing gaps, burnout, and compromised client service. The scarcity of expertise has escalated workloads, hindered recruitment and...
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209. Is A.I. the answer? with Will Hill
We've spent a good amount of time discussing new technology (A.I. in particular) and what it all means for CPAs and our profession. However, amidst these discussions, we've overlooked the strategies for implementing broader changes, including new technology, ideas, mindsets, and work processes....
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208. The science behind purpose, with Britt Andreatta
My guest this week is Dr. Britt Andreatta, who has been a guest of this podcast before (check out ep. 163). Dr. Andreatta is a internationally-recognized thought leader and author who creates brain science-based solutions for today's challenges. Her most recent book is called, "Wired to Become…
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207. A.I.'s keys: Curiosity, Usefulness, with Jason Staats
We've had some great conversations recently about A.I.; what it means for our profession and how to integrate it into our work. This week, I talk to Jason Staats, who has been on the leading edge of A.I. and has a wealth of knowledge to share with CPAs about this new technology. Jason's main...
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ABOUT THIS SHOW
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.
HOSTED BY
Bill Sheridan of MACPA
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Frequently Asked Questions
How many episodes does Future-Proof have?
Future-Proof currently has 200 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Future-Proof about?
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.
How often does Future-Proof release new episodes?
Future-Proof publishes regularly with 200 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Future-Proof?
You can listen to Future-Proof on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Future-Proof?
Future-Proof is created and hosted by Bill Sheridan of MACPA.
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