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).

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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

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