(010) Finance Ready for the new economy

In this episode, we dive into how finance is being reshaped by seismic shifts in the workplace, from the rise of hybrid models and sustainability imperatives to the disruptive force of AI. Steve Flatman, VP Education and Professional Qualification, representing the Association of International Certified Professional Accountants (AICPA & CIMA), is joined by Brad Taylor, Director of Consulting at Advanced Workplace Associates (AWA), to explore what these changes mean for finance professionals. Together they unpack how automation is altering entry‑level roles, why cognitive load and new habits matter in an AI‑enabled world, and how education and professional designations must evolve to prepare talent for business‑ready careers. The conversation highlights the skills, adaptability, and strategic mindset needed for finance leaders to thrive in a future defined by connected teams, blurred functions, and generational shifts in expectations.

CONNECT

Brad on LinkedIn

Steve on LinkedIn

OTHER RESOURCES

• The Next Frontier of Finance: Taking AI from Theory to Implementation – Report

• Essential AI resources for practical use | AICPA&CIMA – Resources Page

• Transformative Skills Pack: Creative mindset – Report

• Partnering with AI: A Strategic Blueprint for Finance and Accounting Excellence – Report

• Debut podcast episode: AI's impact on private equity – Blog

• Big data and AI: Challenges and opportunities in finance – The Reshaping Finance podcast – Blog

• AI for private equity and financial services industry – Podcast