show episodes
 
The Accounting Influencers podcast is for progressive accounting firms and the people that lead them, work in them and serve them. In each weekly episode, BD Academy founder and top accounting growth specialist Rob Brown interviews world class accounting leaders and global influencers about what makes the good accounting firms great and the good accountants world class. Guests are either: 1. PRACTITIONERS: firm-wide leaders, managing partners, CEOs, seasoned rainmakers or top BD and marketin ...
 
Trustees and Defined Contribution pensions scheme managers have a duty to help deliver the best outcomes for members. So this year we focused our Defined Contribution survey on their concerns, their obstacles, and how they can best approach the future. Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to d ...
 
Jack Kelly Managing Director, The Compliance Search Group www.ComplianceSearch.com and Publisher of The Compliance Exchange www.ComplianceX.com Jack Kelly is the Managing Director and Co-Founder of The Compliance Search Group (www.ComplianceSearch.com ). The Compliance Search Group is one of the most respected, oldest, and largest recruiting firms specializing in the placement of Compliance, Legal and Regulatory executives. Mr. Kelly has in excess of one dozen years of recruiting experience ...
 
Loading …
show series
 
Planning your route: Strategy and efficient governanceIn the first podcast in our series on the Journey to Settlement, Karen Gainsford speaks to Michael Walker at Aon and Hugh Creasy at BESTrustees about the end game targets available to schemes, and the steps trustees and companies should take to ensure they start their journey to settlement headi…
 
In the second podcast in our series on the Journey to Settlement, Karen Gainsford speaks to Andrew Cooper and David Bunkle to find out what member options and support for decision making can be made available through pension schemes, how this compares with options following settlement, and how the concept of a “member journey” is an important part …
 
May 2021 – Focusing on supporting members on financial mattersIn this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.This month Ricky is joined by Aon’s Madalena Cain and Dyfan Jones to discuss the new guide from the FCA and TPR on how trustees and employers can provide support to members on financial…
 
Heath Alloway of Upstream Academy was National Growth Manager and Director of Business Development at one of the top accounting and consulting firms in the US. Here he led a multi-disciplinary team of 20, focused on strategic growth plans, development and launch of new services and industry verticals, leveraging firm data and innovation. Today he i…
 
Mark Jenkins has had over 20 years in Public Practice in New Zealand. In 2014, he sold his firm so that he could focus on his true passion – helping accountants to accelerate small business success. Mark joined forces with Viv Brownrigg, together creating The Gap so that Accounting firms throughout NZ, Australia and the UK can use Business Developm…
 
April 2021 – Focusing on TPR’s new consolidated Code of Practice In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.This month Ricky is joined by Aon’s Susan Hoare and Sarah Butlin to discuss The Pensions Regulator’s long-awaited consultation on bringing ten of its existing Codes of Practice toget…
 
Sam Allred is a qualified CPA and founder of Upstream Academy. He has been regularly recognized as one of the major influencers in the accounting profession and has been listed as one of Accounting Today’s Top 100 Most Influential People in Accounting and as one of IPA’s Most Recommended Consultants. He is one of the most sought-after speakers in t…
 
Rob Brown is a former high school maths teacher and now founder of the Business Development Academy, which trains busy accountants and similar service professionals to be confident, effective work winners. He speaks internationally on growth, succession, trust, likeability, reputation, collaboration, mental resilience and sales for professional fir…
 
The final podcast in our series on Aon's DC pension and financial wellbeing employee research 2021 looks at getting retirement right. What are pension members expectations vs. reality? John Foster is joined by Ben Roe and James Collier to discuss options around member advice at retirement and how to help schemes meet these challenges.We would be ha…
 
Jeremy Clopton led the Big Data & Analytics and Digital Forensics practices in one of the top accounting firms in the US. He created the SQ Method, a framework designed to help firms overcome challenges and more successfully leverage technology and move firms forward. He is a faculty member for the Association of Certified Fraud Examiners and belie…
 
Bernie Smith coaches businesses to develop meaningful KPIs and present their management information in the clearest possible way to support good decision making. Frustrated by the random way in which performance measures are often chosen and implemented, Bernie set up Made to Measure KPIs in 2007. He has since authored author of 19 KPI books to sha…
 
The fourth podcast in the series on Aon's DC pension and financial wellbeing employee research 2021 looks at investing for the right pension outcomes. John Foster speaks with Jo Sharples and Chris Inman about developments in investment strategies to help members to achieve better outcomes at retirement, as well as addressing the growing focus on re…
 
Once a month, the Accounting Influencers podcast is featuring a prominent accounting leader. This month host Rob Brown interviews Martin Bissett about his life, his journey, his stories and insights from over 20 years advising accounting firms, networks and associations globally. Martin features in Accounting Today’s Top 100 Most Influential List a…
 
March 2021 – Focusing on cyber riskIn this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.This month Ricky is joined by Aon’s Paul McGlone and Vanessa Jaeger to discuss their new report on the state of cyber risk in the pensions industry, which is based on data collected from over 100 schemes.Further …
 
Rob Brown is a former high school maths teacher and now founder of the Business Development Academy, which trains busy accountants and similar service professionals to be confident, effective work winners. He speaks internationally on growth, succession, trust, likeability, reputation, collaboration, mental resilience and sales for professional fir…
 
Financial Wellbeing is addressed in our third podcast in the series on Aon’s DC pension and financial wellbeing employee research 2021. John Foster talks to Oliver Walker and Debbie Falvey about supporting members with their financial wellbeing and the challenges faced by both employers and employees.We would be happy to talk to you about the findi…
 
Jason Bay is Chief Prospecting Officer at Blissful Prospecting. He helps reps and sales teams who love landing big meetings with prospects—but hate not getting responses to their cold emails or feeling confident making cold calls. Sales is the only "adult job" he’s ever had. And he’s done everything from selling house painting services door to door…
 
Our second podcast in the series on Aon’s DC pension and financial wellbeing employee research 2021 looks at Pension strategy and long-term objectives. Aon’s John Foster speaks to Ben Roe and Tony Pugh to address some of the challenges schemes are facing in supporting their members.We would be happy to talk to you about the findings, to put them in…
 
In this introductory podcast to the series on Aon’s DC pension and financial wellbeing employee research 2021 John Foster speaks to Ben Roe and Steven Leigh about the results of the survey and what you can expect to hear about in future podcasts.We would be happy to talk to you about the findings, to put them into context for your own DC plan membe…
 
Mark Jenkins has had over 20 years in Public Practice in New Zealand. In 2014, he sold his firm so that he could focus on his true passion - helping accountants to accelerate small business success. Mark joined forces with Viv Brownrigg, together creating The Gap so that Accounting firms throughout NZ, Australia and the UK can use Business Developm…
 
Once a month, the Accounting Influencers podcast is featuring a prominent accounting leader. This month we interview Paul Winrow, the Technical Partner and Ethics Partner at top 15 UK firm MHA MacIntyre Hudson. He was previously Global Director of Professional Standards at Baker Tilly International. Here he was responsible for the network’s global …
 
February 2021 – Focusing on the new Pension Schemes Act In this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh. This month Ricky is joined by Aon’s Matthew Arends and Ahmed Ali to discuss what’s in the new Pension Schemes Act and what it means in practice for trustees, sponsoring employers and the res…
 
Rob Brown is a former high school maths teacher and now founder of the Business Development Academy, which trains busy accountants and similar service professionals to be confident, effective work winners. He speaks internationally on growth, succession, trust, likeability, reputation, collaboration, mental resilience and sales for professional fir…
 
Sam Allred is a qualified CPA and founder of Upstream Academy. He has been regularly recognized as one of the major influencers in the accounting profession and has been listed as one of Accounting Today’s Top 100 Most Influential People in Accounting and as one of IPA’s Most Recommended Consultants. He is one of the most sought-after speakers in t…
 
Mark Stiving has studied, led and coached businesses through the lens of pricing for 25 years. His company Impact Pricing is dedicated to educating B2B companies about pricing and value. He has driven company-wide pricing initiatives worth hundreds of millions of dollars in incremental profit. He started and sold three companies, improving his cham…
 
Heath Alloway of Upstream Academy was National Growth Manager and Director of Business Development at one of the top accounting and consulting firms in the US. Here he led a multi-disciplinary team of 20, focused on strategic growth plans, development and launch of new services and industry verticals, leveraging firm data and innovation. Selected s…
 
Rob Brown is a former high school maths teacher and now founder of the Business Development Academy, which trains busy accountants and similar service professionals to be confident, effective work winners. He speaks internationally on growth, succession, trust, likeability, reputation, collaboration, mental resilience and sales for professional fir…
 
Hitendra R. Patil is the author of The Definitive Success Guide to Client Accounting Services (CAS). His previous best-seller book, Accountaneur: The Entrepreneurial Accountant, has been bought by accountants in 12 countries across 4 continents. Hitendra has been named one of the Top 100 Most Influential People in Accounting from 2017 to 2019. He h…
 
Bernie Smith coaches businesses to develop meaningful KPIs and present their management information in the clearest possible way to support good decision making. Frustrated by the random way in which performance measures are often chosen and implemented, Bernie set up Made to Measure KPIs in 2007. He has since authored author of 19 KPI books to sha…
 
Alison Ball is the Director of Marketing and Influencer Strategy for Liscio, Inc. Liscio helps firms differentiate themselves by providing Client Experience 2.0TM to their clients. How do you make exchanging sensitive data and information with your clients delightful, trackable, and transparent across team members? Liscio does that just - everythin…
 
Barbara Koenen is the author of the book Beyond Billable Hours and Global Head of Business Development and Marketing at Al Tamimi, the largest law firm in the Middle East. She is based in Dubai and has 10 years of business development and marketing experience in the professional services industry. She writes regular blog posts and is very passionat…
 
Covid, climate and compliance – are you ready for the investment challenges ahead?Aon’s Emily McGuire is joined by Maggie Williams, pensions commentator, to discuss the impact for investors of Covid-19, increasing regulation and the climate crisis.Drawing on interviews with pension scheme decision-makers, this podcast explores trustees’ top priorit…
 
December 2020 – Focusing on distressed employersIn this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.This month Ricky is joined by Aon’s Paul Heeley and Becky McGowan to discuss how schemes can protect themselves from sponsoring employer distress, including a look at The Pensions Regulator’s new gui…
 
Jeremy Clopton led the Big Data & Analytics and Digital Forensics practices in one of the top accounting firms in the US. He created the SQ Method, a framework designed to help firms overcome challenges and more successfully leverage technology and move firms forward. He is a faculty member for the Association of Certified Fraud Examiners and belie…
 
Jeremy Hyman began his career with a top-50 firm of accountants in London, where he chaired the UK200 IT Group, produced the first document management system for accountants, and developed an IT business within the firm. He went on to establish and operate an IT services business before returning to his consulting roots and founding Jeremy Hyman As…
 
Grant Leboff is an international speaker and author on sales and marketing strategy. His speciality is the massive changes in how firms sell and market coming from technologies an increasingly competitive world. He is a regular contributor to many business magazines and newspapers. Amongst others, he has been featured in the Daily Telegraph, The In…
 
Christian Kromme a much in-demand futurist, visionary, TEDx speaker and bestselling author of Humanification - Go Digital, Stay Human. He speaks about the disruptive influence of robotics, autonomous cars, internet of things, artificial intelligence on human behaviour and innovation. Shownotes: What being a futurist means and how it parallels human…
 
November 2020 – Focusing on the evolution of professional trusteeshipIn this podcast you will hear the key pension news from the last month summarised by Aon’s Ricky Marsh.This month Ricky is joined by Aon’s Nick Brinton and Laurence Hargrave to discuss the latest developments in the world of professional trusteeship, including the APPT’s new Code …
 
Sam Allred is a qualified CPA and founder of Upstream Academy. He has been regularly recognized as one of the major influencers in the accounting profession and has been listed as one of Accounting Today’s Top 100 Most Influential People in Accounting and as one of IPA’s Most Recommended Consultants. He is one of the most sought-after speakers in t…
 
Mike Crook is the Managing Director of the award-winning marketing agency PracticeWeb which has worked exclusively with accounting firms for more than 20 years. Under his leadership, PracticeWeb has gone from strength to strength, from winning awards for their results focused digital marketing, to entering into powerful partnerships with fintech fi…
 
Gale Crosley was selected one of the 10 Most Recommended Consultants in the Inside Public Accounting BEST OF THE BEST for the fourteenth year, and one of the Top 100 Most Influential People in Accounting by Accounting Today for the thirteenth consecutive year. She consults with mid-market accounting firms, assisting managing partners, partners, and…
 
Loading …

Quick Reference Guide

Copyright 2021 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login