GBD138. First Steps for Firms. RPA, Data Analytics, and AI.

GBD138. First Steps for Firms. RPA, Data Analytics, and AI.

Author: AICPA & CIMA December 10, 2020 Duration: 24:11

"It's a great time to be in the accounting profession because now you're FULLY equipped with all these options"

How would a firm get started with RPA and automation technology? In this audio version of their October 2020 LinkedIn Live session, AICPA & CIMA's Penelope Johnson speaks to previous podcast guest Jotham Ty of Gappify in California, and Lesley Mast, a CPA at REA and Associates in Ohio. They discuss firms' key questions and considerations about RPA (robotic process automation), data analytics, and AI (artificial intelligence).

Resources. Use these links to find out more about this topic, or to access free guidance and resources to implement in your own team or organisation.

Our Guests.

  • Lesley Mast, CPA, is Firm Project Manager at Rea & Associates, Inc in Wooster, Ohio, USA. 
  • Jotham Ty, is Founder at Gappify, Inc in San Francisco, California (USA). 
  • Penelope Johnson is a Senior Manager for Technology Product Strategy and Management at the AICPA & CIMA head office in Durham, North Carolina (USA).

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 members of the AICPA & CIMA team 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)


Navigating the path to becoming a Chartered Global Management Accountant involves more than just technical knowledge-it demands leadership. FLP, the Finance Leadership Podcast, from AICPA & CIMA, is here for that journey. Evolving from the Go Beyond Disruption show in late 2022, this podcast focuses squarely on the Finance Leadership Programme, the innovative route to the CGMA designation. Each episode cuts through the noise to deliver timely, actionable insights and essential updates directly related to the FLP pathway. You’ll hear discussions that help bridge the gap between academic learning and the practical, strategic mindset required of modern finance leaders. Whether you're actively enrolled in the programme or considering it, the conversations here are designed to clarify the process, tackle challenges, and explore what it truly means to lead in finance today. Tune in for a resource that feels less like a formal lecture and more like a regular check-in with experts who understand exactly what you're working toward.
Author: Language: English Episodes: 100

FLP, the Finance Leadership Podcast
Podcast Episodes
FLP 211. Operational Case Study (OCS) May Exam Deep Dive [not-audio_url] [/not-audio_url]

Duration: 35:47
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…
FLP 208. OCS 2026 Focus — Insights on the Sumtrix Case [not-audio_url] [/not-audio_url]

Duration: 29:18
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. Alex breaks d…
FLP 207. Modern Learning [not-audio_url] [/not-audio_url]

Duration: 29:37
Guest Richard Stanfield from Kaplan joins us to outline some key aspects of modern learning. He sits down with show host Kevin Gormley to discuss: learning via FLP using AI during the pursuit of CGMA preparing for Case S…
FLP 206. Students tell us their experiences of using FLP [not-audio_url] [/not-audio_url]

Duration: 26:40
Guests Matthew Payze and Stewardt Cornelissen join us from South Africa. Together we discuss their experiences in studying for CGMA, and share their advice and views on studying for the qualification via the FLP pathway.…
FLP 205. Navigating the UK Accountancy job market [not-audio_url] [/not-audio_url]

Duration: 40:14
Our guest is Jason Nye, CIMA's Senior Manager in Operations for the UK. Together we take a look at the UK market for Finance & Accounting and provide useful insights for anyone considering this sector as a career. Jason…
FLP 204. The value of Finance Business Partnering [not-audio_url] [/not-audio_url]

Duration: 27:32
Andi Lonnen, founder and CEO of FBP Academy, joins us to discuss Finance business partnering: what it is, why it's important, and how to build the mindset of a Finance Business Partner. Alongside many insights in this co…
FLP 203. Preparing for this November's 2024 SCS Case Study exam [not-audio_url] [/not-audio_url]

Duration: 12:02
Kevin Gormley welcomes Hugh Martin from Procountancy back to the podcast to hear his views on preparing for this month's Strategic Case Study exam. Returning podcast guest Hugh is a CGMA and has lots of experience with t…
FLP 202. First Intuition and CGMA FLP [not-audio_url] [/not-audio_url]

Duration: 22:47
Kevin Gormley is joined by John Bannon, Director at First Intuition who are a Training Partner of AICPA & CIMA. John outlines the First Intuition FLP offer and also gives his thoughts on the upcoming Strategic Case Study…