FLP, the Finance Leadership Podcast

GBD166. ENGAGE2021 focus on AICPA Practitioners and Tech+

FLP, the Finance Leadership Podcast

Show Notes

"I am SO excited to be on my way to Vegas!" In just a few days, AICPA & CIMA's annual ENGAGE conference begins in Las Vegas. It's a global gathering of accounting and finance professionals often seen as the profession's premier event of the year. One of the most popular content tracks is "CPA Practitioners and Tech+" and to tell us about it, we're joined by Carl Peterson, the Association's VP for Small Firm Interests.

Our Guest. Carl Peterson, CPA, is Vice President of Small Firms Interests at the American Institute of CPAs. In this role, he serves as the small firm advocate and representative for the profession. Carl has a history volunteering within the profession, including having served as a member of the AICPA Council and as a member of the AICPA's Accounting and Review Services Committee. In 2013, he was honoured by the Society with their Distinguished Service Award. Resources. Use these links to find out more about this topic or access free and paid-for resources to implement in your own team or organisation. Explore the Practitioners and Tech+ (PST) track. Find out about ENGAGE 2021, including how to register and attend either in person or online. Explore other global conferences and events from AICPA & CIMA. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. 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 will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

More from FLP, the Finance Leadership Podcast

Aug 4, 2026

New assessment measures are coming to the Finance Leadership Programme, with implementation planned for late August.

Apr 21, 2026

Host Kevin Gormley is joined once again by Alex Whelan from Kaplan to help candidates prepare for the May Operational Case Study (OCS) exam. Whether you're early in your preparation or refining your technique, Kevin and Alex provide practical insights to help you focus on what matters most: applying your knowledge to the case with confidence. Good luck to all candidates!

Mar 2, 2026

Kevin Gormley speaks with three standout students from India who are currently pursuing their undergraduate degrees alongside the CGMA Finance Leadership Program (FLP). Each has successfully passed the Operational Case Study (OCS), and in some cases achieved top All‑India ranks. Each shares their unique experiences balancing university studies with FLP, insights from their OCS preparation, the challenges they encountered, and the strategies that led them to exam success. GUESTS Nandini Maheshwari. Bachelor of Commerce student, Symbiosis College of Arts & Commerce, Passed both Operational and management level Case Study. Pranav Bhat. BBA student, St. Joseph's College of Commerce. Passed OCS, preparing for Management Case Study. Prerana Rao. BBA student, St. Joseph's College of Commerce. Achieved All‑India Rank in OCS. Recently completed MCS and preparing for SCS HIGHLIGHTS

Jan 30, 2026

Kevin is joined by Nasheen Wuisman from the CIMA Study Support & Progression Team to discuss the challenges of exam resits and the wealth of support resources available for students, especially those preparing for the upcoming February exam window. Nasheen explains the emotional and practical difficulties students face when re‑sitting a Case Study exam, and highlights key support tools such as the Revitalise Resit Guide, the Resit Program, the Proficiency Guide, coaching services, and community learning spaces. She also describes how these resources help candidates understand examiner expectations, improve answer proficiency, and rebuild confidence for the next exam attempt.

Jan 29, 2026

Host Kevin Gormley talks to special guest Alex Whelan, a CIMA‑qualified tutor with extensive industry experience, who provides deep insights into the Sumtrix pre‑seen case for February OCS resit candidates.

See all episodes →