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Finance & Leadership

Tilcia Toledo

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In this Financial Services podcast hosted by Tilcia Toledo, she will be discussing various topics of finance and leadership with financial services executives, lawyers, federal government professionals, the larger financial services community and beyond. Listen in to learn more about the financial services community and hear about any issues that her guests have faced or may face in the future.
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Welcome to RiseUp HR! It’s time to put back human in Human Resources & challenge the status quo together. Join Brenda G. as she uncovers real talk HR matters with senior, c-suite, civic, government, military, & business leaders from various industries. Join this collaborative community to challenge the status quo and reform HR practices & business strategies. We’re paving the way to shift minds, problem solve faster & intelligently. We’re uplifting armed forces in transitions and assisting t ...
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show series
 
We're joined by CIMA member and former FLP student Shirley Hendrick, who switched to the Finance Leadership Programme and attained CGMA after the opportunity arose during the Pandemic to complete her studies. She talks about her career, her route to CGMA, and gives some invaluable advice based on her experiences. The CGMA Finance Leadership Program…
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We're joined by Chris Roberts and Kim Hanson from our FLP Product team to talk about the new class onboarding feature that has been released as part of the Skills Plus subscription. Chris and Kim discuss how it works, the benefits to students, and how this will help guide them through the process of preparing to take a Case Study exam. The CGMA Fin…
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Our guest this month is Thomas Broadley, Division Manager with professional training provider Astranti. He joins AICPA & CIMA podcast host Kevin Gormley to discuss Astranti's partnership with CIMA, how they utilise The Finance Leadership Programme as a platform to their students, the experience of using FLP, and his thoughts around the successes it…
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Our guest Iryna McDonald explores elements of the upcoming MCS (Management Case Study) exam in August 2024. These insights make this episode a 'must-listen' for any students at this level. Not only is our guest a Tutor at Kaplan Financial, the Association's Premium partner for the CGMA Finance Leadership Programme (FLP), Iryna herself also holds a …
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We're joined today by Hugh Martin, Director Of Content for VIVA Financial Tuition, to talk about the upcoming Strategic Case Study exam in May 2024. Hugh shares his vast experience on the Strategic Case Study exam and specifically the upcoming May 2024 session featuring a security company called Saefwell. This is a must-listen for anyone about to, …
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We're joined by John Bennett from our learning partner Kaplan to talk about the upcoming Operational Case Study (OCS) exam scheduled for May 2024. As a long-established accounting tutor and test-author, John shares his vast experience of the OCS. He offers practical insights on this May's upcoming exam featuring a company called Kanann that designs…
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Kevin Gormley is joined by colleague Paul Parks (CPA, CGMA), a Director at AICPA & CIMA, to talk about AI - in particular Generative AI - and its potential impact on the world of accounting and finance businesses. Generative AI is a recent and rapidly advancing branch of AI which focuses on creating new, original content across mediums without simp…
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We're joined by Jeremy Osborn (AICPA global head of ESG) & Simon Bittlestone (CIMA Deputy President and Director at Metapraxis) to talk about the impact of ESG on the world of accounting and finance. Both contributors come with a wealth of knowledge and experience in this area and share their thoughts on the matter. ABOUT The CGMA Finance Leadershi…
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In this episode of Finance and Leadership, host Tilcia Toledo speaks with author and Mayer Brown Partner Dominique Shelton Leipzig about her new book, “Trust. Responsible AI, Innovation, Privacy and Data Leadership.” Hear their thoughts on the power of data, artificial intelligence governance, and the outlook for AI.…
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In this episode of Finance and Leadership, host Tilcia Toledo speaks with FTI Consulting Senior Managing Director Joe Knight, where they delve into a comprehensive exploration of artificial intelligence, offering valuable insights for organizations navigating AI integration complexities.توسط Tilcia Toledo
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We're joined by Lyndsay Falconer, one of the first to move across when AICPA launched the programme in the UK. Lyndsay transferred to the FLP pathway in Sept '22 to complete her studies and get the CGMA designation. She talks about her motivation to study on this pathway and about her experiences using the new learning platform . ABOUT The CGMA Fin…
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We're joined by Richmond Adu Addo, a Tax Associate at Deloitte based in Ghana, West Africa. Richmond has recently completed his CGMA studies via the CGMA Finance Leadership Programme and shares his thoughts on the value of CGMA and his experience of using the FLP platform. The CGMA Finance Leadership Programme (FLP) is the online pathway to the pre…
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In this episode of Finance & Leadership, host Tilcia Toledo is interviewed by Matt Bisanz of Mayer Brown for a thought-provoking conversation on the complexities of risk assessment, compliance, and effective risk management in the financial services industry.توسط Tilcia Toledo
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Nasheen Wuisman, Senior Manager- Academic Progression at AICPA & CIMA, discusses the 'little book of secrets'. This is a new resource available to our students that are preparing for the Case Study exams. The key benefit of this resource is to assist in targeting students attention to key preparation tools and techniques if they are short on time. …
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Stuart Pedley-Smith is head of Learning at Kaplan, the Association's Premium partner for the CGMA Finance Leadership programme. As a teacher of the Strategic Case Study, his conversation with show host Kevin makes this episode an essential listen for any student about to sit this exam. TALKING POINTS the Strategic level and the preparation needed f…
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To mark the introduction of the new Foundational Level entry point into the CGMA Finance Leadership Program (FLP), we're joined by Doug Bowman, Senior Manager of Learning Content Creation at AICPA & CIMA. We talk about the Foundational Level, how it's structured, what it is, and how it's positioned within the program. This new entry point is a prep…
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Iryna McDonald works as a Tutor at Kaplan Financial, the Association's Premium partner for the CGMA Finance Leadership programme (FLP). What's more, she also holds a CGMA Professional Qualification herself. Iryna talks to podcast host Kevin Gormley (AICPA & CIMA, Ireland) about the Management level and the preparation needed for the Management Case…
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Kacper Cieslak works for 3M as a Record To Report (RTR) Manager within their Global Service Centre in Poland. He talks about their experience of rolling out the CGMA Finance Leadership Program, shares his personal journey towards the CGMA Professional Qualification, and provides insightful, practical advice for current and future students. The CGMA…
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We hear from Andrew Mower, Deputy Regional Faculty Manager and tutor at Kaplan, the Association's Premium partner for the CGMA Finance Leadership programme. He talks about the Operational level and the preparation needed for the Operational Case Study Exam, - a must listen for any students at this level. DISCUSSION POINTS what to expect from the Sk…
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In this episode of Finance & Leadership, host Tilcia Toledo speaks with Melvin Kirk, former Chief Technology Officer for Ryder System, Inc. They sit down and discuss the art of negotiating for what you want and the importance of personal development in career progression, as well as the concept of listening-first leadership. For more information vi…
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Zahara Ansary is a Senior Manager at AICPA & CIMA and works with the Association team in Sri Lanka. She shares her experience of rolling out the CGMA Financial Leadership Programme within the Sri Lankan market, and how Universities have embraced it. WE DISCUSS the Finance Leadership Programme (FLP), working with Universities, the Accounting market …
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Will De Salvo works at Deloitte MCS in the UK and manages the initiation of Professional qualifications within the team. He talks to us about the experiences of rolling out the CGMA Financial Leadership Programme. The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants’ Pr…
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Join us from the Corporate Counsel Women of Color’s Career Strategies Conference, where host Tilcia Toledo speaks alongside FTI Consulting Senior Managing Director Stella Mendes, WilmerHale Partner Tiffany J. Smith, and Coinbase Director Hermine Wong. They discuss digital assets and priority areas of enforcement for regulators in this space.…
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Katie Collins is a Tutor and CIMA curriculum manager at Kaplan. She joins Kevin Gormley to explore what the Skills Premium FLP product offers to CIMA students. The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. LINKS CIMA FLP FAQ FLP Enrol…
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Shre Shekhar is a student of CIMA (pending PER submission for membership) based in Ireland. Shre talks to Kevin Gormley about the his experience of studying through the FLP route to CGMA. The CGMA Finance Leadership Programme (FLP) , is the online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. …
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Our guest Chris Roberts is Lead Manager for Learner Experience & Student Platform at AICPA & CIMA. Joining from North Carolina, USA, Chris talks to Kevin Gormley about the Case Study exams process and the Case Study review course within the FLP. RESOURCES See the 2023 exam schedule Get information on taking online exams Discover more about exams at…
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Host Kevin Gormley is joined by fellow podcaster Kyle Hannan to introduce and discuss a selection of interview highlights with inspirational Management Accountants who share stories of their paths to success as high-profile finance leaders. These conversations, originally sourced from AICPA & CIMA webinars and interviews, explore the topics of oppo…
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Our guest Amy Scott talks to Kevin Gormley about scheduling and sitting a Case Study exam. Amy is Senior Manager, Student Platform & Operations at the AICPA based in the USA. The CGMA Finance Leadership Programme (FLP) is the online pathway to the prestigious Chartered Institute of Management Accountants’ Professional Qualification. RESOURCES The 2…
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Barry Payne is Director of External Relations, Management Accounting for AICPA & CIMA. He talks to host Kevin Gormley about the Future of finance insights. They discuss what they've discovered about finance transformation from leading global businesses during their recent series of 'Future of Finance' events. Barry outlines the concept of the 'T-Sh…
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Clancy Peiris, Senior Manager - Relationship Programmes (AICPA & CIMA) talks to Kevin Gormley about the CGMA Case Study exams, what to expect, and how to prepare. The focus is on critical success factors, what an examiner expects, and how to avoid the pitfalls. The CGMA Finance Leadership Programme (FLP) is the new online pathway to the prestigious…
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Colin Ward is the Senior Manager - Assessment & Product Development for the AICPA & CIMA Global Finance Leadership Programme. He talks to Kevin Gormley about the assessment model within The CGMA FLP. They discuss what students should expect when learning through this pathway and how this develops the skills and competencies needed for a career in A…
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The CGMA Finance Leadership Programme, the new online route to the prestigious Chartered Institute of Management Accountants’ Professional Qualification, launches in the UK. Kevin Gormley is the Senior Product Manager for the AICPA & CIMA Global Finance Leadership Programme. He talks to Kyle Hannan about the UK launch of the FLP, the new e-learning…
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Join us for Part 2 of our series from Calibr Summer Leadership Conference, as host Tilcia Toledo speaks with Paul Linton, Chief Strategy and Transformation Officer at FTI Consulting. They chat about receiving feedback, understanding ‘unwritten rules’ in the workplace, battling imposter syndrome, and also answer questions from the audience. For more…
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We're transforming! In September 2022, the GBD podcast will become 'FLP, the Finance Leadership podcast'. Kyle Hannan and AICPA & CIMA colleague Kevin Gormley share an update on what we've been up to and what you can expect from the new show. About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team membe…
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Join us from Calibr Summer Leadership Conference, as host Tilcia Toledo speaks with Paul Linton, Chief Strategy and Transformation Officer at FTI Consulting, about strategies for success and ways to elevate one's career trajectory. For more information visit FinanceandLeadership.comتوسط Tilcia Toledo
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Host Tilcia Toledo speaks with Matt Bisanz, Partner at Mayer Brown, about helping clients navigate the dynamic financial services regulatory landscape. For more information visit FinanceandLeadership.comتوسط Tilcia Toledo
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Host Tilcia Toledo speaks with Simone Vinocour, Financial Planning Specialist at Morgan Stanley, about financial literacy and the importance of preparing and investing in yourself to secure your future.توسط Tilcia Toledo
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From part-time bank teller to VP of a Bank and now Leader of the Financial Services practice at FTI Consulting, host Tilcia Toledo speaks to Stella Mendes about her career journey. They speak about how to overcome workplace challenges, build relationships with customers and become a trusted advisor. They also cover what to expect in the financial s…
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In this episode of F&L, host Tilcia Toledo speaks with colleague Jordan Rae Kelly, Head of FTI Cybersecurity for the Americas, about the importance of a robust cybersecurity program (now more than ever) and focusing on the fundamentals.توسط Tilcia Toledo
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In this episode host, Tilcia Toledo speaks to Senior Managing Director Matt Bell of FTI Consulting around the recent announcement of the U.S. ban on Russian oil, natural gas, and coal imports. Matt shares his thoughts on what this means for companies and financial institutions and some tools that can help these corporations.…
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In this mini-series host, Tilcia Toledo speaks to Managing Director Amber Vitale about sanctions and the current events around them now. Listen to them discuss what sanctions are, how they are implemented and how financial institutions can better prepare themselves for the future.توسط Tilcia Toledo
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In this episode of Finance & Leadership Tilcia Toledo and Cleve Mesidor speak about blockchain and cryptocurrency and the effects that these new technologies have on global economies. Touching on high inflation rates, small governments, and how these economies have decentralized financial systems, but have access to crypto using a mobile device. Li…
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Kicking off Season 2 of Finance & Leadership host Tilcia Toledo speaks with Dan Stipano, Partner of Davis Polk, about his more than 30 years of experience with the OCC and the future of the Financial Services Industry. For more information visit FinanceandLeadership.comتوسط Tilcia Toledo
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As we close out 2021, FTI Consulting Managing Director and host of Finance & Leadership, Tilcia Toledo discusses a year in review with American Bankers Association President and CEO, Rob Nichols. Tune in to hear what they say about this year and what is ahead for the financial services industry in 2022.…
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We've paused new shows for the moment as we work on what's ahead for 2022. In the meantime, do have a listen to the 170+ episodes in our archive. About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights…
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That's a bit of a surprise: we can't predict everything. We need to be OKAY with changes. Thinking about going solo or starting your own practice sometime in the next year? Looking at the first month as an independent professional, this miniseries of special monthly episodes continues to outline the stages of a sample journey into the so-called 'gi…
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"Your PROCESS AUTOMATIONS will soon be as important as the people you hire". Hear from influential RPA expert and 'citizen automation evangelist' Dmitry Karpov, the co-founder and CIO of ElectroNeek. His San Francisco-based company is one of only five chosen to participate in 2021's startup accelerator programme sponsored by the AICPA and CPA.com. …
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