Future-Proof

Bill Sheridan of MACPA
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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.

  1. 242. Secure the firm, with Luke Kiely

    HÁ 12 H

    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 breaks down how most breaches still begin with a simple email and a distracted click, why busy season increases vulnerability, and the practical safeguards firms can put in place without a massive IT budget. This episode offers clear, actionable insight into protecting client data and securing the future of your firm. Resources: Luke Kiely LinkedIn ProfileSmartVaultComplyWiseFTC Safeguards Rule OverviewIRS Publication 4557 – Safeguarding Taxpayer Data

    37min
  2. 241. What’s next for audit? With Christina Ho

    27 DE JAN.

    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 her perspective on using AI and advanced analytics in audit oversight, the importance of common-sense regulation, and how regulators can balance investor protection with innovation and market resilience. This timely conversation offers valuable insight into the forces shaping audit quality and trust in today’s capital markets. Resources: Christina Ho LinkedIn ProfileMACPA Accounting & Auditing Resources

    41min
  3. 240. Creating joy with the Savannah Bananas, with Dr. Tim Naddy

    19 DE JAN.

    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 players and sold-out stadiums is a clear philosophy. The Bananas do not just play baseball. They create joy. Tim shares how a strong sense of purpose helps teams manage intense schedules, constant travel, and burnout, and why culture must be treated as infrastructure, not a perk. He explains how empathy, flexibility, and engaged leadership keep people energized and performing at their best. You can hear more from Tim live as the keynote speaker at MACPA’s 2026 Converge event on April 30 at the BWI Hilton. Resources: Dr. Tim Naddy LinkedIn profileSavannah Bananas website2026 Converge event page & registration

    1h10min
  4. 239. Quality management, with Mike Manspeaker

    24/11/2025

    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 continual improvement, risk awareness, and firmwide accountability. To help us understand what is coming, we sit down with Mike Manspeaker, past chair of the MACPA board and a member of the AICPA Auditing Standards Board. With deep experience in peer review, audit evidence, risk response, and technology, Mike offers an insider’s perspective on why these standards matter and how firms can prepare. Mike explains that the new standards are not burdens but tools that help practitioners deliver high-quality work and manage growing risks. We discuss the transition challenges firms may face and the opportunities to build a stronger culture of communication, leadership, and shared responsibility for quality. Resources: AICPA Quality Management StandardsAICPA Quality Management Implementation Guide ResourcesCoastal Peer ReviewMACPA Quality Management ResourcesAICPA Peer Review Program

    58min
  5. 238. Succession planning, with Erin Daiber

    18/11/2025

    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 developing future leaders, creating a culture that supports growth, and avoiding common pitfalls like confusing technical skill with leadership potential. She also breaks down what to do if you realize you do not yet have a clear successor and touches on the rising influence of private equity in firm transitions. This conversation is a timely reminder that succession planning is not an end-of-career task. It is an ongoing strategy that helps you strengthen your firm today while preparing it for tomorrow. Resources: Aon, MACPA Preferred ProviderWell Balanced Accountants with Erin DaiberErin Daiber LinkedIn Profile

    42min
  6. 237. Seriously funny, with Greg Kyte

    04/11/2025

    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 is the Controller and CFO at Riverwoods Medical Arts Center in Utah, but that is only part of his story. He is also a stand-up comedian, keynote speaker, fraud expert, podcaster, cartoonist, and MC, using humor to bring humanity and connection into a profession often seen as buttoned up. Originally part of MACPA's CPA Purpose series, this conversation digs into how Greg found meaning by bringing his personal passions into his professional life. Greg shows that joy, creativity, and authenticity all have a place in our work. If you have ever felt boxed in by what an accounting career “should” look like, this episode is your reminder that you can bring your whole self to the profession and make it a lot more fun along the way. Resources Greg Kyte LinkedIn ProfileMACPA's CPA Purpose CampaignGoing Concern commentary and cartoons by Greg Kyte

    52min
  7. 236. The power of storytelling, with Jake DeKinder

    24/10/2025

    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 storytelling may be the most essential skill CPAs can master. Jake explains how data alone doesn’t inspire action; stories do. He shares his framework for effective communication, the Four S’s of Storytelling (scripts, stories, sketches, and supplements), and shows how authentic, human connection builds trust and meaning in client relationships. Jake will also present at the MACPA’s 40th Annual Personal Financial Planning Conference on October 28, where he’ll dive deeper into how financial professionals can transform data into stories that stick. It’s not just about communicating numbers; it’s about helping people see the meaning in their money. Resources: 40th Annual Personal Financial Planning ConferenceJack DeKinder LinkedIn ProfileDimensional Fund Advisors Website

    29min
  8. 235. Estate planning for all, with Patrick Carlson

    13/10/2025

    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 bring peace of mind to everyday clients. Patrick, who’s presenting at the MACPA’s 40th Annual Personal Financial Planning Conference, shares practical ways to make estate planning accessible, meaningful, and essential for financial professionals. It’s not about doom and gloom — it’s about love, legacy, and making sure your wishes are honored. Resources: MACPA 40th Annual Personal Financial Planning Conference RegistrationPatrick Carlson LinkedIn Profile

    51min
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Sobre

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.

Informações

  • Criado por
    Bill Sheridan of MACPA
  • Anos de atividade
    2018 - 2026
  • Episódios
    200
  • Classificação
    Livre
  • Copyright
    © Copyright 2026 Bill Sheridan of MACPA
  • Site do podcast
    Future-Proof