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DCPA20 Sponsors - ADP - Give your clients less to think about

Listen as Jordan Birnbaum, Chief Behavioral Economist at ADP, shares an encapsulating idea from behavioral economics. Give your clients less to think about. An inherent challenge for people is there is too much information to process and not enough gas in the tank to process it. Every additional choice offered, is additional thinking that is needed. Free up time to allow them to think of strategies, rather than day to day operations.

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CUNA Podcast: Financial information innovator

As with virtually every other area of the credit union, finance is increasingly driven by technology. CPA.com is a leader in providing technology that drives innovation within the finance space. Its RIVIO Clearinghouse has helped support the transformation of financial information exchange in the U.S. market.

Kalil Merhib is the leader of CPA.com’s sales organization. He was instrumental in leading the launch of RIVIO. In this episode, sponsored by CPA.com, Merhib discusses how RIVIO facilitates the audit process at credit unions and improves the member service experience.

Digital technology is disrupting the traditional business model in the finance ecosystem, says Merhib. This agile environment requires a willingness “to learn, relearn, and unlearn” to keep in step with the shifting demands and increased complexity of data.

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DCPA20 Podcast - Insights from the perspective of a consultant

The digital community is a close nit of people, coming together to share best practices, be transparent and lean on each other. Jennifer (Lee) Wilson, Partner & Co-Founder of ConvergenceCoaching, LLC shares her insight from the perspective of a consultant to the accounting profession with a special interest in CAS practice benchmarks. She shares, “leap forward digitally, to leverage to our ‘next better.”

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The Cost of Liability Risk

In this podcast, you’ll hear from Rebecca Toffolon, JD from CNA’s Accountants Professional Liability Claims department. CNA provides insurance solutions that many CPA firms rely on to better manage their risks and grow profitably, and their extensive claim history reads like a roadmap of CPA firm liability risk areas on which to focus. Prior to joining CNA, Rebecca was in private law practice and in addition to her law degree, Ms. Toffolon has an M.S. in Negotiation and Conflict Resolution from Columbia University.

Rebecca and Steve will take listeners through some eye-opening numbers from claim data and will discuss key insights for CPA firms that can be gleaned from this information.

Rebecca Toffolon, JD, Assistant Vice President, Accountants Professional Liability Claims, CNA

Steven A. Menges, Product Team – Assurance, CPA.com


  • Lawsuits and claims and potential claims (oh my!)
  • The “Pain Period” – a new statistic every firm should know
  • Severity: How much, why, and who; key indicators for which to watch (and avoid

Here are links to AICPA and other guidance and other explanatory content on the topics discussed in this episode: