Wassia Kamon, CPA, CMA, MBA's Linkedin Analytics

For the next few days, you can download this guide for free ⤵️ This is for finance and accounting professionals impacted by layoffs or struggling with job search. When I posted a job recently, I was surprised by how many federal government accountants applied. But what really caught me off guard was seeing VPs and CFOs applying for a compliance associate role. That’s how tough the job market is right now. And from what I’ve seen, the people who struggle the most after a layoff aren’t necessarily less qualified. It’s often those who haven’t been active on LinkedIn or built a strong network over time. But when you suddenly need a job, you don’t have time to start from scratch. Visibility and connections take time to build. This guide has already helped many finance professionals quickly position themselves better on LinkedIn to get more inmails from recruiters. If it can help you, simply use code LINKEDIN at checkout to get it for free: https://lnkd.in/eD_A8pTS If this isn’t for you, pass it along to someone who might need it. Thank you!

Beverly Davis spent years uncovering the real reasons execution fails. In this episode, she shares how to challenge CEOs and partner with leadership teams to bridge the gaps between planning and execution. Here are the takeaways from our conversation ⬇️

Turnover is inevitable, but the loss of institutional knowledge doesn’t have to be. When employees leave, they often take critical knowledge with them. One of the best ways to safeguard that knowledge is to document workflows and SOPs. Unfortunately, this often gets postponed due to a lack of capacity. So here are three easy steps to get it done faster and more effectively with AI: 1️⃣ Pick a process that is most in need of a documentation upgrade. Think of a critical one that solely relies on one person or often causes bottlenecks and frustration. 2️⃣ Record 1-2 virtual training sessions with AI assistants. Tools like Otter. ai, Fireflies. ai, Zoom, and Microsoft Copilot can transcribe discussions in real-time and generate written notes after the meeting. All you need is the trainer sharing their screen and walking a trainee through the process. 3️⃣ Use the transcripts from those meetings to generate SOPs with AI synthesis tools. It’s all about the prompts. Here’s an example of a basic one: "Create an SOP draft from this transcript, focusing on the key compliance steps discussed. Organize the information under headings: Introduction, Procedure, Risks, and FAQs." And voilà ✅ While this is an efficient way to document processes, keep in mind the potential challenges of working with AI, such as handling sensitive and proprietary information. By following these three steps, you'll not only have training videos and written manuals, but you'll also build a system that makes knowledge transfer seamless. Now your turn! Have you tried using AI for process documentation? What was your experience?

Sindy Wilson was headed for med school, until dissecting a rat, an eye, and a cat made her rethink everything. That switch led her to a successful career in finance, where she drove business transformation at Kickstarter, Lyft, AutoTrader, and Kelley Blue Book. Here are the highlights of our conversation ⤵️

The first CFO I worked under in corporate finance was a woman. And seeing her in that role made me realize I could reach that level too. As we approach International Women’s Day, I joined the Financial Management Magazine’s podcast to talk about why representation matters and the challenges women still face in leadership. We discussed: ✔️ How that early experience helped me find my voice ✔️ Why women often question their leadership potential ✔️ How AICPA & CIMA’s Women’s Initiatives Executive Committee supports women in finance Special thank you to Toula Argentis, my first lady CFO, and Panagiota Mahendru, CGMA, my second one before I became a CFO myself. [Funny enough, they were both Greek] I'm incredibly grateful for the conversation with Stephanie Brown and the chance to amplify the work of AICPA & CIMA’s Women’s Initiatives Executive Committee, along side Amanda H. Gallagher, Ph.D. and Jeannine K Brown. Representation matters, and I’m grateful for the women who paved the way. Listen to the full episode here: https://lnkd.in/gKPG-3d8 #IWD25

You don’t have to choose between business and impact. Stephen Newland,'s career proves you can do both. Here are the highlights of our conversation ⤵️

After 25 years as a CFO, Jeremy Earnshaw now coaches finance leaders on the skills that really matter. Here are the highlights of our conversation ⤵️

90 days ago, I did my first CFO check-in. Now, six months in, the lessons are even clearer ⤵️

People say CFOs say 'no' too much. But the reality is, as a CFO, you have to say 'no' The difference is what you say 'no' to. And that changes based on your company, industry, maturity stage, and even the state of the economy.  💡 What you say no to at a startup isn’t the same as what you say no to at a Fortune 500 company. 💡 What you say no to in SaaS isn’t the same as what you say no to in manufacturing. 💡 What you say no to at a nonprofit isn’t the same as what you say no to at a PE-backed company. 💡 And what you say no to in a booming economy isn’t the same as in a downturn. The best CFOs aren’t just saying yes or no. They’re making the right calls at the right time. And that takes agility, courage, and a deep understanding of the business. Because at the end of the day, the true work of a CFO is aligning financial resources and operations to drive organizational success both in the short term and in the long term. It may mean saying 'no' a lot, and that’s perfectly fine. What do you think?

Getting promoted is exciting, until you realize the skills that got you here aren’t the ones you need now. Yesterday, you were focused on the work. Today, you're still doing the work, but now through people. That shift isn’t easy, especially when you have a finance and accounting background. Early in your career, the focus was on technical skills. But once you step up, managing people becomes just as important. I’ve been there, and I know how tough that transition can be. That’s why I’m excited to lead a session at the Association for Financial Professionals' FP&A Forum, sharing strategies to navigate this shift with confidence. We’ll talk about: ✅ How to build credibility fast ✅ How to maximize your impact early ✅ How to position yourself for future leadership opportunities New to leadership or getting ready for it? I’d love to see you there! #FPAForum2025

When I first became a manager, half my team was twice my age. And I thought I needed to have all the answers. So, you can imagine what a terrible manager I was🤦🏽‍♀️ Like many new leaders, I was promoted for my technical skills. But no one trained me on how to lead. As if being a stellar individual contributor would somehow make me a stellar manager. And I did not think I needed "help" either. I had to learn through trial and error how to: 1️⃣ Lead people with more experience than me 2️⃣ Have tough conversations 3️⃣ Shift from doing the work to leading the team Now, I always recommend this: ➡️ If you’re a leader today, don’t let new managers struggle the same way. When you promote someone, set them up for success. Simply sharing a list of books, courses, programs can help. ➡️ If you’re an aspiring leader, start preparing now. Leadership is hard! You’ll need to learn how to hire, fire, coach, and lead all kind of people, while delivering consistent results for the company. Yes, these skills aren’t taught in school. But you can learn them through so many ways today. Just remember: Great leaders aren’t the ones who know everything, They’re the ones who never stop learning.

Grateful to have been featured in Fast Company for such an important topic: How to Manage Work When Going Through a Personal Crisis I remember when I lost my dad a couple of years ago. Five days of bereavement leave wasn’t much. But work had to go on. As I shared in the article, nobody is going to say, "It’s fine if payroll is late because someone in accounting is on bereavement." The work still needs to get done. That’s why it’s critical to build a strong foundation before you need it. ✅ Document key processes so others can step in easily. ✅ Hire capable people who can operate independently. ✅ Build a high-performing team that isn’t reliant on any one person. Because when life happens, you shouldn’t have to worry about work. ----------------------------- You can read the full article here ⤵️