Magazine Articles | Web and Newsletter Articles | Podcasts | Videos | Editing | Awards and Presentations
Magazine Articles
Journal of Accountancy articles
- “7 tips for starting a client advisory services practice,” Aug. 2021 (original)
- “How one firm gets succession right,” Oct. 2021 (original)
- “Talk about more than money when readying clients for retirement,” Sept. 2021 (original)
- “What all CPAs should know about elder planning,” July 2017 (original)
- “Leadership tips for introverts,” Apr. 2016 (original)
- “Crowdfunding brings new opportunities for CPAs,” Oct. 2015 (original)
Financial Management magazine articles
- “How effective are CFOs who hold the COO role?,” April 2021
- “Why lengthy bonus negotiations can be strategically important,” Oct. 2020 (original)
Web and Newsletter Articles
Journal of Accountancy online articles
- “Staffing and COVID-19 relief programs are firms’ top concerns in 2021,” Aug. 2021 (original)
- “Delegation is the key to Sir Richard Branson’s success,” June 2021 (original)
- “Wanted: More systems and analytics training for accounting students,” March 2021 (original)
- “Tony Hawk: Accountants help make dreams become reality,” June 2018 (original)
- “Avoid these mistakes when you hit the big jackpot,” Jan. 2016 (original)
- “More than half of clients underestimate their retirement expenses,” Nov. 2015 (original)
Extra Credit (AICPA) newsletter articles
- “The abilities employers seek from accounting students,” Oct. 2021 (original)
- “How (and why) to write for practitioner journals,” March 2020 (original)
- “Secrets of master accounting teachers,” Nov. 2019 (original)
- “What to know about AACSB Accounting Standard A5,” Dec. 2018 (original)
Podcasts
Journal of Accountancy podcast
The Journal of Accountancy (JoA) podcast covers a wide range of technical and nontechnical accounting topics, including tax law changes, auditing, practice management, personal financial planning, career advice, accounting history, diversity and inclusion in the profession, and more.
As a senior editor for the AICPA, I developed, scripted, recorded, and hosted many episodes of the JoA podcast. In collaboration with colleagues, I helped grow the JoA podcast from a fledgling experiment recorded over Zoom to a more polished product with better audio quality and music, professionally edited by our multimedia team.
Select episodes:
- “Hiring for culture: How to find the best staff for your firm,” Oct. 2021
- “The struggles and triumphs of the first Black CPAs,” Apr. 2021
- “How CPA parents cope during the pandemic,” Oct. 2020
- “The father of the 401(k) on how his invention reshaped retirement,” July 2019
FM podcast
The Financial Management (FM) podcast, associated with Financial Management magazine (also an AICPA publication), covers accounting topics of interest to management accountants, particularly those who work for global organizations.
Select episodes:
- “Increase your power during negotiations,” Nov. 2021
Videos
- “What can financial planners do for people who are retiring?,” April 2018
- “Why financial planning is a great opportunity for young CPAs,” April 2018
- “The power of combining tax knowledge with financial planning,” March 2018
Editing
Current publications and projects
The Journal of Accountancy
The Journal of Accountancy (JoA) is the 117-year-old flagship journal of the AICPA. It is published monthly. In print, it had a circulation of about 350,000. In 2022, the JoA moved to a digital-only flipbook format, in keeping with the AICPA’s pledge to become carbon-neutral.
Academic Update (AICPA/CIMA)
Academic Update is the AICPA and CIMA’s monthly newsletter for accounting faculty. It reaches more than 10,000 accounting faculty worldwide. We produce one original article for it each month, on topics including classroom management, preparing students for the CPA Exam and for accounting careers, incorporating emerging technology into the curriculum, and more. Each issue also includes a list of curated articles on higher education topics as well as AICPA and CIMA news blurbs and promotional items.
Previously, Academic Update was known as Extra Credit, a monthly newsletter for U.S.-based accounting faculty that I oversaw from 2015 through 2021. In 2021, Extra Credit was merged with Academic Adviser, a bimonthly newsletter for global management accounting faculty that I edited from 2019-2021, to become Academic Update.
Previous publications and projects
ENGAGE conference content
For the past two years, I managed our team’s coverage of ENGAGE. ENGAGE is the largest conference the AICPA hosts each year, consisting of seven content tracks featuring speakers in such areas as tax, technology, and financial planning. I coordinated editors and conference team personnel to produce a robust portfolio of web articles, magazine articles, and podcasts to report on and promote the conference.
CPA Insider (AICPA, 2015-2021)
CPA Insider was a general-interest newsletter that reached more than 150,000 CPAs every other week. I developed, assigned, edited, and occasionally wrote articles for this newsletter on such topics as personal financial planning, practice management, career development, accounting education, and diversity and inclusion.
Financial Planning Digest (AICPA, 2015-2020)
Financial Planning Digest is a weekly newsletter consisting of curated content of interest to financial planning professionals. A benefit offered to members of the AICPA’s Personal Financial Planning (PFP) Section, it also aims to raise awareness of the AICPA’s Personal Financial Specialist credential. It has a circulation of around 81,000. From 2015 to 2020, I oversaw the newsletter, working in collaboration with vendor SmartBrief and subject matter experts in the PFP Section to ensure its content would be appropriate for our audience.
Need-to-Know News (AICPA, 2018-2019)
For two years, I oversaw Need-to-Know News, a monthly newsletter aimed at accounting students and CPA Exam candidates. Each issue featured an original article on a topic such as applying for a job, studying for the CPA Exam, or building soft skills, alongside a curated list of AICPA content of interest to college students and announcements about AICPA resources and scholarships.
Awards and Presentations
Award
- 2019 Folio: Eddie and Ozzie Awards, Best Instructional/How-To Article, Association/Non-Profit category, honorable mention, for “Advising chronically or terminally ill patients,” (I edited this article written by Jim Sullivan, CPA.)
Conference presentations
- “Writing for Professionals: Practitioner-Focused Scholarship,” panel member, American Accounting Association Teaching, Learning, and Curriculum Section Mid-Year Colloquium, Friday, Nov. 6, 2020 (online)
- “The Impact of Major Professional Accounting Journals on the Future of Accounting Education and Practice,” panel member, American Accounting Association Annual Meeting, Tuesday, Aug. 11, 2020 (online)
- “Writing With Impact – Publishing in the Major Professional Accounting Journals: An Editors’ Panel,” panel member, American Accounting Association Impact the Future: A Conference About the Changing World of Accounting, 2019 (New York City)