245. Risks for CPA firms, with Stan Sterna
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245. Risks for CPA firms, with Stan Sterna
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What does risk look like for CPA firms today? In this episode of Future-Proof, we sit down with Stan Sterna of Aon to explore how the risk landscape is evolving across the profession.
Stan explains how new technologies, shifting regulations, workforce changes, and expanding advisory services are creating both opportunity and exposure for firms. He highlights why risk management must move beyond checklists and become part of firm culture, with clear expectations around engagement letters, documentation, staffing, and communication.
From hybrid work challenges to AI overreliance and the impact of busy season on decision-making, this conversation offers practical insight into how firms can manage risk more strategically and avoid the shortcuts that can lead to costly mistakes.
Resources:
- Stan Sterna, SVP Accounts Risk & Control Lead at Aon, LinkedIn Profile
- Aon, Professional Services Practice