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Description

“It’s not just about winning clients. It’s about building a culture where people want to stay and grow.”

In this episode, Craig P. Anderson welcomes Cassie Dunn, Managing Partner at Haines, Isenbarger & Skiba LLC, to share her journey of leadership in the accounting world. Cassie opens up about the lessons she’s learned leading through growth, acquisitions, and client transitions, including why sometimes letting go of clients can be the best move for employee happiness and long-term success. She reflects on her earliest leadership roles, from high school cross country captain to coxswain in college, and how those experiences shaped her approach to humility, hard work, and empowering others. Craig and Cassie also tackle the role of soft skills in leadership, the challenges of talent shortages in accounting, and why culture is at the center of every decision she makes.

After You Listen:

Key Takeaways

Things to listen for:

(00:00) Intro

(02:01) Lightning round leadership insights

(04:16) Why peer support matters in leadership

(07:17) Defining leadership and business growth

(08:19) How acquisition affects culture fit

(10:43) Reframing accounting as a decision-making discipline

(13:01) Leadership lessons from a former cross country team captain

(16:05) What to focus on as a leader of a growing company

(21:35) Value of learning soft skills early