Tag Archives: President’s Memo

President’s Memo: Transparency and the Elephant in the Room

SHARE: So, why am I writing about transparency again? I am writing this Memo after returning to Nashville from the NASBA Eastern Regional Meeting in Florida, as I am preparing to attend the National Association of Black Accountants’ Annual Meeting, soon after to address the California Society of CPAs’ Annual Meeting, and finally to speak…

Transparency vs. Persuasion

SHARE: In last month’s Memo entitled “An Open Mind,” I discussed NASBA Chair Ted Long’s request that attendees come with an open mind to the upcoming NASBA Regional Meetings, prepared to discuss the impact of technology on the accounting profession, including consideration of a new pathway to the CPA. Both Chair Long and I have…

President’s Memo: An Open Mind

SHARE: State Board members, executive directors and associates should have recently received a thoughtful message from NASBA Chair Ted Long regarding the June NASBA Regional Meetings. His specific request was that you come to those meetings prepared for a meaningful dialog and, importantly, with an “open mind.” I echo that appeal and hope that you…

President’s Memo: A Big Thanks

SHARE: I am writing this month’s President’s Memo as we are finalizing plans for NASBA’s upcoming 36th Annual Conference for Executive Directors and Board Staff and the 23rd Annual Conference for Board of Accountancy Legal Counsel. Just last evening I received a call from an Executive Director to iron out a wrinkle in the agenda…

President’s Memo: Diversity Action

SHARE: For the past several months I have been addressing the future of the CPA profession, specifically focusing on how data analytics and artificial intelligence will impact practice, relevance and even the candidate pipeline. I am purposefully avoiding technology in this Memo as I know that, at upcoming NASBA meetings and conferences, the implications of…

President’s Memo: In 2018: Bots, Cognitive API, AAI and Machine Learning

SHARE: Wow….2018! Hard to believe that we are almost two decades into the 21st century. In recent speeches and columns I have been discussing the rapid changes in technology, and how the accounting profession will be impacted by these ever-increasing advances, and how we must be prepared for them as regulators. In our personal lives…

President’s Memo: Ten Years and Counting

SHARE: State Board Report December Every year when I write the final President’s Memo of the year I have very similar thoughts and emotions. In a large association with hundreds of delegates, associates and staff and thousands of stakeholders, one should expect any year to contain a range of experiences from celebratory to melancholy. This…

President’s Memo: We Have to Take a Stand!

SHARE: State Board Report September I recently had the opportunity to visit with some state government officials at the behest of the Board of Accountancy regarding the ongoing discussion of consolidation and reorganizing of the Board and its staff. I am always pleased when government officials are willing to discuss the potential risks associated with…

President’s Memo: Persuasion and Transparency

SHARE: State Board Report May 2017 Last year I was interviewed for an accounting-related publication when the reporter asked me this question: “What is the most important function of your job in one word?” After brief consideration, I responded, “Persuasion.” I recently wrote a message to my friend Pat Costello, the CEO of the Chartered…

President’s Memo: NASBA’s Most Important Committee

State Board Report April 2017 NASBA’s success in providing support and resources to State Boards is in so many crucial areas reliant on the high-quality men and woman who provide their professional skills and judgment to our committees and task forces. Even to suggest that one committee is the most important to NASBA is risky,…