Go your own way: Transforming beliefs into breakthroughs

Leena Dattani, FCMA, CGMA, discusses how limiting beliefs affected her professional growth, the small steps she takes to overcome them, and the realisation that changed her idea of what it means to be a leader.  "I had a vision that in order to be a great leader, you have to be loud," Dattani said. "I think because I felt that that needed to be the case, I was almost imitating what I thought a leader should be rather than being myself." Dattani also discusses how one organisation achieved the buy-in to improve gender equity, some ways women can start to back themselves professionally, and what International Women's Day means to her.  What you'll learn from this episode: Small steps for overcoming poor self-confidence. The importance of building a supportive network. One realisation that helped Dattani become her own leader. How one organisation created a business case for gender equity. One trick for challenging limiting beliefs. What International Women's Day means for Dattani.

This episode of the FM podcast is the continuation of an occasional series on the show called Beyond the Code. That means taking a detailed look at part of the CIMA Code of Ethics. Xose Lumor, manager–Advocacy and Professional Ethics, discusses legal challenges finance and accounting professionals can face when using social media with Jenny Higgins, a legal director for London firm Kingsley Napley. Related resources for this conversation include: The CIMA Code of Ethics home page Kingsley Napley's regulatory-focused Linkedin page What you'll learn from this episode: Why it can be beneficial but not foolproof to keep separate personal and professional social media accounts. How supposedly "private" online activity can have an effect on a finance professional's reputation and the profession. What regulators consider when deciding whether online comments bring a profession into disrepute. Why social media posts can carry serious consequences — including disciplinary action — for professionals. Why Higgins said a discussion about social media and its potential is not all "doom and gloom".

In this podcast episode, FM editor-in-chief Oliver Rowe summarises the content in the February digital edition of FM. He begins with an article on use cases for finance teams using AI and automation to improve efficiency, from predicting late customer payments to accelerating complex data transformation projects.  This episode also previews articles on practical guidance for strengthening your LinkedIn presence, responding to a rival organisation's recruiting pitch, and understanding more about the fractional CFO model. The conversation closes with an explanation of how members can access the February digital edition as well as the issue library. What you'll learn from this episode: Details on the article about how finance teams can apply AI and automation. A short sound clip from Mohit Sharma, ACMA, CGMA, one of the experts quoted in the article on AI and automation use cases. A preview of the article on strengthening your LinkedIn presence. Other highlighted topics from the February digital edition. How CGMA professionals can access digital editions of FM.

Workplace culture and human resources consultant Natalie Lewis explains why an organisation's culture can make or break the long-term business strategy. "[You] can have the best strategy in the world. You could have a solid five-year plan, and everything looks bulletproof on paper. The numbers all add up, and everything is solid." Lewis said. "But if the culture of your team doesn't support that strategy, then it'll never get delivered." Lewis explains how to ensure that employees are a good culture fit and offers strategies to better communicate company expectations to employees.  Lewis also sets out some of the expectations that can make middle manager's roles more challenging, what it means to be a self-aware leader, and simple steps for improving feedback processes.  What you'll learn from this episode: Traits that separate high-performing teams from poor-performing ones. A fast-track route for culture-fit hiring. Why leaders need to build an intentional culture early. Some ways that psychological safety can be destroyed at work. Expectations that can make managers' roles more challenging. Tips for becoming a better communicator.

Steve Roberts, a psychotherapist, counsellor, and life coach, spoke last year at UK & Ireland ENGAGE. In this podcast conversation, he highlights key techniques for engaging workforces, how to resolve conflicts more effectively, and the impact increased digital communication has had on the way we interpret information.  Roberts also shares one fundamental practice that can help professionals prepare for future challenges without losing their principles.  What you'll learn from this episode: Three factors that can influence the way we engage with peers. Some pressures that can lead to burnout for workforces. Why win-win models are the only sustainable position for leaders. The story of the Zen master and how it can inform a better approach to learning. An acronym for developing a more understanding approach to conflict resolution. How managers can become "practical psychologists". One essential habit for creating a value-centred approach to personal development. § 

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.