Financial Management (FM) magazine

This 2025 compilation episode looks back on key takeaways from CGMA credential holders and other experts featured on the FM podcast in the past year. The discussions focus on AI, skills gaps, leadership, and other topics.

What you'll learn from this episode:

• The potential of AI tools and the value of learning them early.
• Technology's impact on communication skills.
• One solution for creating more cohesive teams.
• Advice for navigating uncertainty and difficult colleagues.
• The link between leadership and imposter syndrome.

The latest episode of the podcast provides an overview of content in the December digital edition of FM. Editor-in-chief Oliver Rowe summarises articles that detail the Rise2040 project and other future-focused topics.

The episode closes with an explanation of how members can access the December digital edition as well as the issue library.

What you'll learn from this episode:

• The December digital edition's focus on the future.
• Why IFRS 18 is "more than an incremental update".
• Details of the article on AI visualisation tools by Liam Bastick, FCMA, CGMA.
• Advice for finance professionals who have an eye on the C-suite.

Change consultant and executive coach Nicola Hopes shares several tips and tricks for crafting intentional business projects that can facilitate meaningful changes for organisations. 

Hopes explains the fundamental questions that help ensure projects achieve intended outcomes, the importance of knowing what good looks like throughout the process, and how leaders can better balance project demands alongside their day-to-day responsibilities. 

"I've seen lots of organisations passionate about doing a great project," Hopes said. "And, at the end of it, what's delivered doesn't quite solve the problem they were trying to solve, or it doesn't quite realise the opportunity, because they just weren't clear enough about what good looks like. Unless you've painted that picture really clearly, you don't know how to navigate the problems as you go through."

Resource: Nicola Hopes' UK & Ireland ENGAGE slides.

What you'll learn from this episode:

• Crucial areas to understand before taking on a business project.
• How to improve your approach when pitching initiatives to stakeholders.
• Digital tools that can help organise key information.
• Strategies for improving interpersonal skills.
• How leaders can help stakeholders find common ground during disagreements.
• Three ways leaders can save time and resources on projects.

In celebration of CGMA Week, the FM podcast welcomed two CGMA designation holders who recently spoke at UK & Ireland ENGAGE to discuss the lessons they've learned throughout their careers, how their mindset has shifted over the years, and the advice they would give to finance professionals navigating opportunities in a challenging era defined by potential and uncertainty. 

Simon Ritchie, ACMA, CGMA, founder and CEO of Blox Software, and Olcay Yilmaz, FCMA, CGMA, finance director–Rail Infrastructure at Siemens, explain the importance of continuous learning in a time when knowledge has a faster expiration date for finance professionals. 

Ritchie and Yilmaz highlight the ways finance professionals can position emerging technologies as innovation drivers in the finance function and how to fully embrace those tools in their roles.

CGMA Week is a global celebration designed to showcase the value, pride, and achievements associated with the CGMA designation.

What you'll learn from this episode:

• How an early start in technology can prevent finance professionals from working "backwards".
• The importance of learning to love learning — and why it pays off.
• Key areas Yilmaz and Ritchie expect AI to optimise within the finance function.
• Strategies for harnessing structure and embracing change through uncertainty.
• Their advice for professionals preoccupied with career ladders and titles.
• Tips for professionals struggling to map their learning and growth journeys.

Executive coach and author Nick Robinson illuminates the challenging traits of work colleagues and shares strategies from his book — The 9 Types of Difficult People: How to Spot Them and Quickly Improve Working Relationships — that professionals can employ to improve relationships on the job. 

Robinson, a speaker at UK & Ireland ENGAGE earlier this month, explores the interplay between organisational pressures, psychological stressors, power dynamics, and how those factors can influence the development of traits and behaviours that make people difficult to work with.

He also shares strategies managers and professionals can explore to help get to the crux of performance issues, improve communication skills, and gain a deeper understanding of peers.

"When you ask a difficult person why they're doing what they do, they don't think they're difficult," Robinson said. "They're trying to do something that they think is right."

What you'll learn from this episode:

• Four pressures that can negatively affect our ability to work with others.
• Three common types of difficult people in the workplace.
• Advice for managers and employees to navigate challenging relationships and dynamics.
• Steps for surviving a difficult boss.
• Tips for "unlearning" bad habits that make you appear more difficult to work with.

The latest episode of the podcast provides an overview of content in the October digital edition of FM. Editor-in-chief Oliver Rowe summarises articles on topics that include AI and cybersecurity, including one with advice on writing AI prompts.

The episode closes with an explanation of how members can access the October digital edition as well as the issue library.

What you'll learn from this episode:

• Focus areas of the October digital edition.
• The topic connection in the edition's leadership columns.
• More about the advice to managers to "keep their antenna up".
• The topic of the Excel article by Liam Bastick, FCMA, CGMA.

John Graham, FCMA, CGMA, CIMA president and Association of International Certified Professional Accountants co-chair, joined the FM podcast to discuss the pace of change and how finance professionals can lead their organisations through unpredictable conditions. 

Graham explains the skills needed to move into a finance business partner role, how to effectively challenge outdated practices, the role of critical thinking skills in gaining trust, and why curiosity is essential for continuous learning and skills development. 

What you'll learn from this episode:

• One vital ability for finance professionals in this fast-paced era.
• Key attributes for transitioning into a finance business partner role.
• The impact of critical thinking on career development and reputation.
• Risk management advice and the importance of leading with purpose.
• How the Association plans to prepare members for future trends.
• The convergence of curiosity and success.

Swaran Singh, Ph.D., professor of social and community psychiatry at the University of Warwick, explores the reasons we feel disconnected from our mental process and responses to stressful events, along with ways we can exert more control over those processes to rationalise and minimise uncertainty. 

Singh also illustrates the connection between mental and physical health and the role of a growth mindset in limiting stress and promoting positivity in the face of adversity.  

He will speak on the topic of mastering your mindset at UK & Ireland ENGAGE in October in London and online. 

What you'll learn from this episode:

• §  Why organisations' approach to wellbeing is evolving.
• §  How to begin to master your mindset and stay positive.
• §  The link between mental and physical health conditions.
• §  Small steps to becoming more at peace with change and uncertainty.
• §  Ways to reframe your inner critic.
• §  Tips for managing and recovering from stress.

Mark Koziel, CPA, CGMA, is CEO of the Association of International Certified Professional Accountants and president and CEO of the AICPA.

He's been in that role since the start of the year and travelled all over the world hearing from members. Summer's end seemed like a good time for a progress report on a variety of fronts from Koziel, who at the time of publication was visiting Asia.

This is a special edition of the podcast, published jointly on the Journal of Accountancy and FM channels.

What you'll learn from this episode:

• The skills gap affecting businesses around the world.
• Global influence on accounting and standard setting.
• An explanation of Rise 2040 and what it will mean for finance professionals.
• The role of hard and soft trends in strategic planning exercises.
• Why a 2026 report release is not the end of the Rise 2040 project.
• What Koziel has learned about himself now that he's had nearly eight months on the job.