Earmark Podcast | Earn Free Accounting CPE Podcast Por Blake Oliver CPA arte de portada

Earmark Podcast | Earn Free Accounting CPE

Earmark Podcast | Earn Free Accounting CPE

De: Blake Oliver CPA
Escúchala gratis

Obtén 3 meses por US$0.99 al mes + $20 crédito Audible

This show is brought to you by Earmark, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE by listening to the episodes on this podcast and more! Sign up for our mobile app to earn free CPE whenever you want, wherever you go. Learn more at https://earmarkcpe.com.© 2023 Earmark Media LLC Economía Educación Exito Profesional
Episodios
  • Auditing at the Speed of Risk with Richard Chambers
    Nov 9 2025

    Are you auditing at the speed of risk? Richard Chambers—50-year internal audit veteran and AuditBoard advisor—joins Blake to map the path forward. Hear why AI now ranks as risk #1, how to build continuous risk monitoring, and what “independence, not isolation” means for the three-lines model. Learn where CAEs should start with AI (risk assessment, analysis, reporting), how to audit culture and AI governance, and how to earn audit committee trust with no surprises.

    Chapters

    • (01:37) - Richard Chambers' Career Journey
    • (03:15) - Evolution of Internal Audit
    • (05:34) - Emerging Risks in Internal Audit
    • (08:13) - AI and Cybersecurity Challenges
    • (10:51) - Continuous Risk Monitoring
    • (25:30) - Connected Risk and AI Integration
    • (27:42) - Introduction to the Three Lines of Defense
    • (30:01) - Evolution to the Three Lines Model
    • (31:18) - Connected Risk and Collaboration
    • (32:08) - AI's Impact on Risk Management
    • (35:20) - AI in Internal Audit: Opportunities and Challenges
    • (40:32) - The Human Element in Internal Audit
    • (44:40) - The Future of Internal Audit and AI
    • (54:00) - Conclusion and Final Thoughts
    Sign up to get free CPE for listening to this podcast

    https://earmarkcpe.com
    https://earmark.app/

    Download the Earmark CPE App

    Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

    Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app


    Connect with Our Guest, Richard Chambers

    LinkedIn: https://www.linkedin.com/in/richard-chambers-a5108914/
    Twitter: https://x.com/rfchambers
    Website: https://auditboard.com/

    Connect with Blake Oliver, CPA

    LinkedIn: https://www.linkedin.com/in/blaketoliver
    Twitter: https://twitter.com/blaketoliver/

    Más Menos
    55 m
  • The Future of Advisory: Unlocking Your Firm’s CFO Potential
    Oct 22 2025

    Live from Boston on the final stop of the Advisory Amplified tour, Blake sits down with James Erving from Fathom and Chris Macksey from Prix Fixe Accounting to explore what advisory services really mean beyond bookkeeping and compliance. Chris shares how his firm requires advisory for all restaurant clients, using industry expertise and operational metrics to guide decisions on everything from menu pricing to expansion timing. The conversation covers the difference between delivering information versus being integral to decision-making, with insights on forecasting, benchmarking, and why visual KPIs help clients with low financial literacy understand their business performance.

    Chapters

    • (00:22) - Welcome to the Earmark Podcast
    • (01:15) - Prix Fixe Accounting: A Niche in Hospitality
    • (02:25) - Advisory Services in the Restaurant Industry
    • (06:20) - Forecasting and Budgeting for Restaurants
    • (06:59) - Getting Started with Advisory Services
    • (13:40) - Defining Advisory Services
    • (17:35) - The Value of Metrics and Visuals
    • (25:24) - Advice for Firms Starting Advisory Services
    • (27:40) - Conclusion and Final Thoughts
    Sign up to get free CPE for listening to this podcast

    https://earmarkcpe.com
    https://earmark.app/

    Download the Earmark CPE App

    Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

    Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app


    Connect with Our Guests:

    James Erving

    LinkedIn: https://www.linkedin.com/in/jameserving/

    Learn more about Fathom

    Official website: http://fathomhq.com

    Chris Macksey

    LinkedIn: https://www.linkedin.com/in/cmacksey/

    Learn more about Prix Fixe Accounting

    Official website: https://prixfixe.accountants/

    Connect with Blake Oliver, CPA

    LinkedIn: https://www.linkedin.com/in/blaketoliver
    Twitter: https://twitter.com/blaketoliver/

    Más Menos
    28 m
  • Leading with Empathy: Building Teams That Thrive
    Oct 16 2025

    On the fifth stop of the Advisory Amplified tour in Atlanta, Blake sits down with Lisa Gilreath of Acuity and Valerie Heckman of OnPay to discuss what empathetic leadership actually looks like in an industry notorious for long hours and tight deadlines. The conversation covers everything from recognizing when team members are struggling to handling toxic high performers, with real talk about building slack into capacity planning and why unused PTO is a red flag. Lisa and Valerie share concrete steps for creating a culture where people feel supported enough to lean in when it matters most.

    Chapters

    • (01:17) - Defining Empathy in Accounting
    • (02:24) - Implementing Processes to Reduce Stress
    • (03:26) - Balancing Workloads and Mental Health
    • (10:15) - Client Relationships and Empathy
    • (16:42) - Adapting to Change and Hiring for the Future
    • (19:07) - Using Data to Spot Problems Early
    • (24:35) - Handling Toxic High Performers
    • (26:22) - Practical Tips for Leading with Empathy
    • (30:55) - Conclusion and Final Thoughts
    Sign up to get free CPE for listening to this podcast

    https://earmarkcpe.com
    https://earmark.app/

    Download the Earmark CPE App

    Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

    Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app


    Connect with Our Guests:

    Valerie Heckman

    LinkedIn: https://www.linkedin.com/in/valerieheckman/

    Learn more about OnPay

    Official website: https://onpay.com

    Lisa Gilreath

    LinkedIn: https://www.linkedin.com/in/lisa-gilreath-2ba506a/

    Learn more about Sorren

    Official website: https://sorren.com/

    Connect with Blake Oliver, CPA

    LinkedIn: https://www.linkedin.com/in/blaketoliver
    Twitter: https://twitter.com/blaketoliver/

    Más Menos
    32 m
Todavía no hay opiniones