Shows
Rise and StrideEp. 37: Building MomentumBusiness development coach Leah Yoneta of Golden Ginkgo Group shares how curiosity, momentum and simple goals can fuel a career—and the important role of stepping out of comfort zones and embracing hands-on learning.
2025-08-0442 minRise and StrideEp. 36 AI: Your High-Energy InternIs AI coming for your job? Not exactly—but the person or firm using AI might be. Neil Sahota is CEO of ACSI Labs, an IBM Master Inventor, United Nations Artificial Intelligence Advisor and author of the best-selling book, “Own the A.I. Revolution”, shares how curiosity—not code—can unlock your future in the age of AI and what skillsets will set you apart.
2025-07-1629 minRise and StrideEp. 35 SIFT Happens: How Small Shifts Lead to Big IdeasMarketer, speaker and best-selling author Rohit Bhargava is on a mission to inspire more non-obvious thinking in the world. Listen as he shares why non-obvious thinking is a superpower anyone can build—with a little space, insight, focus and a twist. More resources:Anticipating the Future AI is Rewriting the Rules of Accounting
2025-06-3030 min
CPA CAREER PATHSEp.80: Fail fast, bounce back faster.In this episode, host Rosey Flaherty talks with Precious Opaleke, CPA, MSc, Senior Tax Specialist at Lido Tax LLC, about how Precious discovered her passion for accounting by chance, overcame multiple CPA exam setbacks, and used resilience to keep moving forward. From her start in IT to working at H&R Block and joining CalCPA, her story highlights the power of persistence and community support.✅ Discovering a passion for accounting after starting in IT✅ Overcoming multiple CPA exam failures with resilience✅ Gaining hands-on experience at H&R Block✅ Leveraging community and professi...
2025-06-0934 minRise and StrideEp. 34 Joyful and Joy FullArmed with a CPA license and a master’s degree in applied positive psychology, Wes Hitchcock is on a mission to improve the well-being of CPAs, help them reach their potential and create plans to stop burnout in the profession—while focusing on being more optimistic. This is more than looking at the world through rose-colored glasses; it’s having an optimistic, explanatory style that can make people more resilient—and more productive.
2025-06-0330 minRise and StrideEp. 33 Find Your Power SkillsWhether you’re a seasoned pro or your career is just taking off, AICPA Chair Carla McCall stresses the importance of finding the work that gives you meaning. In this episode, McCall, managing partner at AAF CPAs, shares her insights into leadership, employee engagement and her “human first” approach to company culture.
2025-05-1241 min
Accounting Answers PodcastNavigating the Future: Accountants as InnovatorsEp: 26 Top experts answer: "Will the next generation of accountants be any different from their predecessors?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Will the next generation of accountants be any different from their predecessors?You'll hear insightful and passionate answers from these 5 experts and influencers:David Cieslak | CPA Technologist helping companies grow strategically with cloud-based solutionsDavis Bell | CEO of Canopy, the firmwide operating system...
2025-02-1812 minAccounting Answers PodcastNavigating the Future: Accountants as InnovatorsEp: 26 Top experts answer: "Will the next generation of accountants be any different from their predecessors?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Will the next generation of accountants be any different from their predecessors?You'll hear insightful and passionate answers from these 5 experts and influencers:David Cieslak | CPA Technologist helping companies grow strategically with cloud-based solutionsDavis Bell | CEO of Canopy, the firmwide operating system...
2025-02-1812 min
The Next CFOLessons in Non-Profit Leadership with Natalie Quan, CFO of CalCPA Education FoundationNatalie Quan, CFO of CalCPA, joins Matt to share her unique journey through nonprofit finance, from the San Francisco Ballet to mentoring at San Jose State. Natalie discusses how her passion for community and curiosity have shaped her leadership style, why relationships are key to professional growth, and how nonprofit finance offers deeper meaning beyond the numbers. With insights on adaptability, networking, and balancing mission with margins, this conversation provides a fresh perspective on what it means to lead as a CFO.
2025-02-1133 min
The Accounting PodcastHow Private Equity Could Hurt the Accounting ProfessionBlake, David, and special guest ChatGPT examine the impact of private equity on accounting firms, looking at how PE ownership affects compensation and firm structures. They dig into recent data showing record numbers of accounting errors in public companies, linking these issues to the broader talent shortage crisis. They explore CalCPA's pushback against proposed licensing changes, the surprising economic costs of Daylight Savings Time, and more. SponsorsLiveFlow - http://accountingpodcast.promo/liveflowSuralink - http://accountingpodcast.promo/suralinkSmartVault - http://accountingpodcast.promo/smartvaultTaxBandits - http://accountingpodcast.promo/taxbandits
2024-12-211h 14
The Essential Tax PodcastUS Tax Discussion on Foreign Trusts, FIRPTA, & Exit Tax with Phil HodgenThe Essential Tax Podcast with Mishkin Santa, Episode 15
In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Phil Hodgen, Attorney & Principal at Hodgen Law. Phil provides international (cross border) tax planning for multi-national families and service corporations.
Tune in for these key takeaways:
- The complexities of FIRPTA and the U.S. exit tax
- FIRPTA imposes a 15% withholding tax on the sale of U.S. real property by non-residents, with challenges around obtaining timely 8288B waivers
- Effect of the U.S. exit tax on...
2024-11-2551 min
Accounting High233 Get In Where You Fit In to Shoot Your Shot at CPAcon (feat. Kendale King, CPA)Episode 233
FACULTY: Kendale King, CPA
CLASS: #AccountingHigh
Join us as Scotty interviews Kendale King, CPA from Los Angeles, who shares his inspiring journey from childhood entrepreneurship with his brother to a successful career in Hollywood accounting. Kendale discusses his transition from auditing roles at Deloitte to working in entertainment consulting with major companies like Netflix. His passion for accounting and entrepreneurial spirit led him to launch CPAcon, the first accounting olympics. Discover what Kendale is bringing to the accounting world in this episode!
📣 Shout Outs: CPACon, Deloitte, Chrysler, Morehouse College, Siegfried Sea...
2024-11-1031 min
10x Your Team with Cam & OtisTransforming Data Management - Jeff Lenning | 10x Your Team Ep. #379In this episode of 10x Your Team with Cam & Otis, Jeff Lenning shares his insights on how to enhance business efficiency through smarter data management and process automation. Jeff discusses the importance of streamlining workflows and how leaders can leverage technology to reduce manual tasks, allowing teams to focus on strategic initiatives. The conversation highlights the significance of understanding data flows and implementing systems that support seamless operations. Whether you're a business leader or a team member, this episode offers practical advice on optimizing your work processes for greater productivity and impact.More About Jeff:Jeff...
2024-11-0548 minRise and StrideEp. 32: Paving the Road Less TraveledThe accounting profession is evolving at breakneck speed, and today’s CPAs need more than just technical know-how—they need innovation and creativity to stay ahead. Kendale King, founder of KCK CPA and the visionary behind CPACON, an interactive accounting conference set for Dec. 3, believes that by embracing boldness and curiosity, CPAs can not only keep up but open new pathways to survive and thrive.
2024-11-0443 minRise and StrideEp. 31: Out of the Comfort ZoneWe've all heard the saying, "If it ain’t broke, why fix it?" But in today's rapidly evolving business world, that mindset could hold you back. In this episode, speaker, author, consultant and CPA Gene Marks says clinging to that old adage could put your success, and even your survival, at risk as the CPA profession and the business landscape continue to shift at lightning speed.
2024-10-0741 minAccounting Answers PodcastProactive Accountants: Moving Beyond Reactive MeasuresEp: 6 Top experts answer: "Are business owners any closer to receiving proactive advice from accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Are business owners any closer to receiving proactive advice from accountants? You'll hear insightful and passionate answers from these 5 experts and influencers:David Cieslak | CPA Technologist helping companies grow strategically with cloud-based solutionsDavis Bell | CEO of Canopy, the firmwide operating system for modern...
2024-10-0110 minAccounting Answers PodcastProactive Accountants: Moving Beyond Reactive MeasuresEp: 6 Top experts answer: "Are business owners any closer to receiving proactive advice from accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Are business owners any closer to receiving proactive advice from accountants? You'll hear insightful and passionate answers from these 5 experts and influencers:David Cieslak | CPA Technologist helping companies grow strategically with cloud-based solutionsDavis Bell | CEO of Canopy, the firmwide operating system for modern...
2024-10-0110 minRise and StrideEp. 30: Take the CallCareer paths are full of twists and turns, and your next big opportunity might be closer than you think—perhaps waiting in a phone call, a lunch invite or at a networking event. In this episode, Lorraine Lavet, a senior client partner at Korn Ferry, says take advantage of these opportunities because you never know how a simple connection could shape your future.
2024-09-0951 minRise and StrideEp. 29: Who’s on Your Team?We’ve all likely heard the cliché, “there’s no I in team.” And sure, it’s cheesy, yet as leadership and transformation coach Emily Liang explains in this episode, there’s great value in surrounding yourself with those who can help you take that next step in your career—be they mentors, coaches, advocates or a personal board of directors—and help you thrive and find joy.
2024-08-1237 minAccounting Answers PodcastEvolution or Revolution? What's the Future of Accounting?Ep: 105 Top experts answer: "What, if anything, will significantly change accounting in the next few years?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What, if anything, will significantly change accounting in the next few years?You'll hear insightful and passionate answers from these 5 experts and influencers:David Cieslak | CPA Technologist helping companies grow strategically with cloud-based solutionsDavis Bell | CEO of Canopy, the firmwide operating system...
2024-08-0512 minAccounting Answers PodcastEvolution or Revolution? What's the Future of Accounting?Ep: 105 Top experts answer: "What, if anything, will significantly change accounting in the next few years?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What, if anything, will significantly change accounting in the next few years?You'll hear insightful and passionate answers from these 5 experts and influencers:David Cieslak | CPA Technologist helping companies grow strategically with cloud-based solutionsDavis Bell | CEO of Canopy, the firmwide operating system...
2024-08-0512 minRise and StrideEp. 28: The Platinum RuleMost everyone has heard of the Golden Rule—to treat others as you would like to be treated—and many think it’s a good management philosophy. Consultant Jeremy Wortman of HRD Initiatives, however, believes organizations can kick it up a notch to the Platinum Rule—treat people the way they want to be treated. Listen as he explains what that looks like and provides insight on how to best attract and retaining talent.
2024-07-0129 min
Bruin SuccessBridging Tradition and Transition: Thoughtful Mergers and Acquisitions with Kevin Berson '96Kevin Berson ’96 is the founder of Kinected Advisors, a Mergers and Acquisitions (M&A) and Exit Planning Advisory firm. Kinected helps lower-middle market business owners (businesses generating $5M-$50M in annual revenue) navigate the process of selling their businesses for maximum value. Prior to founding Kinected in 2014, Berson spent 18 years with global firms Technicolor and Arthur Andersen. Berson frequently speaks about various M&A related topics and has addressed groups at Entrepreneurs’ Organization, Vistage, CalCPA, Exit Planning Institute, Strategic Advisory Board, Bruin Professionals, UCLA Anderson School Alumni, Aerospace & Defense Forum and ProVisors, among others. He has been named by the...
2024-06-2624 minRise and StrideEp. 27: A Sweet ConnectionCombining her business skills and interest with a passion for helping people succeed, Jessica McClain, CFO of the Girl Scouts Nation’s Capital, operates in what she calls “the intersection of accounting and social impact.” Listen as she provides her insights into leadership, career development, promoting the accounting profession … and her favorite Girl Scout cookie.
2024-06-1029 minAccounting Answers PodcastHow Tech & Software Vendors Should Serve AccountantsEp: 70 Top experts answer: "What could the tech/software vendors do better to serve accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What could the tech/software vendors do better to serve accountants?You'll hear insightful and passionate answers from these 5 experts and influencers:David Cieslak | CPA Technologist helping companies grow strategically with cloud-based solutionsDavis Bell | CEO of Canopy, the firmwide operating system for modern...
2024-06-0711 minAccounting Answers PodcastHow Tech & Software Vendors Should Serve AccountantsEp: 70 Top experts answer: "What could the tech/software vendors do better to serve accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What could the tech/software vendors do better to serve accountants?You'll hear insightful and passionate answers from these 5 experts and influencers:David Cieslak | CPA Technologist helping companies grow strategically with cloud-based solutionsDavis Bell | CEO of Canopy, the firmwide operating system for modern...
2024-06-0711 min
THRIVE, a Paychex Business PodcastCA CPA Spotlight: CalCPA CEO Says Learn from Tech, Change, and the Next GenerationCalpCPA President and CEO Denise Froemming discusses the dynamic shift of the accounting profession and inroads being made to attract the next generation of savvy workers, including how to align the image of what a CPA could be more closely with the values of Gen Z. She shares with host Gene Marks on Paychex THRIVE, a Business Podcast, the reason for rebranding CalCPA, with the aim to become more relatable and modern, as well as to showcase the many different avenues that CPAs can take and how that makes it a more stable profession than many others.
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2024-06-0529 min
Money Making Conversations Master ClassEntrepreneur: Expanding Black accounting opportunities in the entertainment and crypto industry, CPA Kendale King.Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviewed Kendale King. Today, Kendale is the newly appointed President of the Los Angeles Chapter of the National Association of Black Accountants (NABA) and a distinguished member of the California Society of Certified Public Accountants (CalCPA) Board of Directors. With his newest venture, KCK CPA, Kendale is a leading authority in accounting and innovative financing solutions tailored specifically for creators. The company specializes in servicing businesses in the entertainment industry and companies in the crypto space. KCK CPA offers Basic Compliance and...
2024-05-2526 minThe Steve Harvey Morning ShowEntrepreneur: Expanding Black accounting opportunities in the entertainment and crypto industry, CPA Kendale King.Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviewed Kendale King. Today, Kendale is the newly appointed President of the Los Angeles Chapter of the National Association of Black Accountants (NABA) and a distinguished member of the California Society of Certified Public Accountants (CalCPA) Board of Directors. With his newest venture, KCK CPA, Kendale is a leading authority in accounting and innovative financing solutions tailored specifically for creators. The company specializes in servicing businesses in the entertainment industry and companies in the crypto space. KCK CPA offers Basic Compliance and...
2024-05-2526 min
Money Making ConversationsCompany specializes in servicing companies or individuals in the crypto space and entertainment industry, Kendale King.Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviewed Kendale King. Today, Kendale is the newly appointed President of the Los Angeles Chapter of the National Association of Black Accountants (NABA) and a distinguished member of the California Society of Certified Public Accountants (CalCPA) Board of Directors. With his newest venture, KCK CPA, Kendale is a leading authority in accounting and innovative financing solutions tailored specifically for creators. The company specializes in servicing businesses in the entertainment industry and companies in the crypto space. KCK CPA offers Basic Compliance and Reporting, Strategic Financial and Asset Management, and...
2024-05-1232 minAccounting Answers PodcastInnovating Through Uncertainty: Accounting's New EraEp: 48 Top experts answer: "What are your top 3 predictions for the accounting world in coming years?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What are your top 3 predictions for the accounting world in coming years?You'll hear insightful and passionate answers from these 5 experts and influencers:David Cieslak | CPA Technologist helping companies grow strategically with cloud-based solutionsDavis Bell | CEO of Canopy, the firmwide operating system...
2024-05-0812 minAccounting Answers PodcastInnovating Through Uncertainty: Accounting's New EraEp: 48 Top experts answer: "What are your top 3 predictions for the accounting world in coming years?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What are your top 3 predictions for the accounting world in coming years?You'll hear insightful and passionate answers from these 5 experts and influencers:David Cieslak | CPA Technologist helping companies grow strategically with cloud-based solutionsDavis Bell | CEO of Canopy, the firmwide operating system...
2024-05-0812 minRise and StrideEp. 26: Do You Believe in Magic?What happens when you combine knowledge, passion—and a mindset that magic can be found everywhere? For Danetha Doe, founder of financial education company Money and Mimosas, it’s meant building a successful career as an entrepreneur and speaker while helping small businesses in more than 20 countries raise more than $160 million in capital.
2024-05-0735 minAccounting Answers PodcastNavigating the Future: Accountants as InnovatorsEp: 26 Top experts answer: "Will the next generation of accountants be any different from their predecessors?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Will the next generation of accountants be any different from their predecessors?You'll hear insightful and passionate answers from these 5 experts and influencers:David Cieslak | CPA Technologist helping companies grow strategically with cloud-based solutionsDavis Bell | CEO of Canopy, the firmwide operating system...
2024-04-0812 minAccounting Answers PodcastNavigating the Future: Accountants as InnovatorsEp: 26 Top experts answer: "Will the next generation of accountants be any different from their predecessors?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Will the next generation of accountants be any different from their predecessors?You'll hear insightful and passionate answers from these 5 experts and influencers:David Cieslak | CPA Technologist helping companies grow strategically with cloud-based solutionsDavis Bell | CEO of Canopy, the firmwide operating system...
2024-04-0812 minRise and StrideEp. 25: Money TalksMoney makes the world go ’round, the saying goes. And for the younger generation that’s just learning about income, debt, credit scores, insurance and the like, it could make for a dizzying experience. Enter Tim Ranzetta, co-founder of Next Gen Personal Finance, a nonprofit that believes all high school students deserve a high quality, engaging and relevant personal finance education prior to graduation. Hear how his organization is doing that and is on a mission that by 2030, all U.S. high schoolers will take at least a one semester-long personal finance course before graduation.
2024-04-0136 minAccounting Answers PodcastProactive Accountants: Moving Beyond Reactive MeasuresEp: 6 Top experts answer: "Are business owners any closer to receiving proactive advice from accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Are business owners any closer to receiving proactive advice from accountants? You'll hear insightful and passionate answers from these 5 experts and influencers:David Cieslak | CPA Technologist helping companies grow strategically with cloud-based solutionsDavis Bell | CEO of Canopy, the firmwide operating system for modern...
2024-03-1110 minAccounting Answers PodcastProactive Accountants: Moving Beyond Reactive MeasuresEp: 6 Top experts answer: "Are business owners any closer to receiving proactive advice from accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Are business owners any closer to receiving proactive advice from accountants? You'll hear insightful and passionate answers from these 5 experts and influencers:David Cieslak | CPA Technologist helping companies grow strategically with cloud-based solutionsDavis Bell | CEO of Canopy, the firmwide operating system for modern...
2024-03-1110 min
Fresno's BestArthur Moye, CEO of Full Circle Brewing CompanyToday we have Arthur Moye on the show. Arthur is the CEO of Full Circle Brewing, Co. in Fresno, California. Formerly a CalCPA Chapter President, after 15 years of homebrewing, he went rogue and sold his CPA practice to purchase Fresno’s longest running brewery. With a background in accounting, he took a leap of faith to see how he could extend his experience with numbers to drive his passion for craft beer. From 2016-2024, he increased Full Circle Brewing's production by 25,000%, and expanded from a 7.5BBL brewhouse with a local footprint, to a 30-barrel brewhouse with packaging and distribution th...
2024-02-1554 minRise and StrideEp. 24: A Case for CuriosityThe future. Uncertainty. Change. The words cause many people to shiver, yet what would happen if we shift our mindset a bit, look deeper into opportunities and see these words as a gateway to growth? Best-selling author, entrepreneur and consultant Pascal Finette explains how. More resources:Be Radical https://rdcl.isDisrupt Disruption https://www.amazon.com/dp/B0BT6SPPR2?ref_=cm_sw_r_cp_ud_dp_G08RET326YSNDPE06T0K
2024-02-0540 minRise and StrideEp. 23: Changing the Status QuoNetworking, investing and advocating for each other are just some of the avenues Julie Castro Abrams, managing partner at How Women Invest and CEO of How Women Lead, believes can help transform the way the world sees women leaders.
2024-01-0835 minRise and StrideEp. 22: Beyond the NumbersWhether you're a seasoned CPA or a budding accountant aiming to make a mark in the profession, we go beyond the numbers with Katie Thomas, CPA and owner of Leaders Online, in this podcast with advice and tips to unlock and grow success through leadership and branding.
2023-12-0427 minRise and StrideEp. 21: Mindset MattersWe all know the importance and value of skills and knowledge when it comes to success, but even more important is mindset. In this episode, leadership trainer and coach George Griffin explains how the ability to believe in yourself, embrace challenges as opportunities and persist in the face of setbacks are keys to developing peak performance. And he should know. After failing out of college and being told he wasn’t college material, Griffin returned to school and earned multiple degrees, has managed more than $1 billion of real estate assets, is a best-selling author and is working wi...
2023-11-0630 min
The Here's Waldo PodcastCreating Opportunities and Advancement for Women in the Gaming Industry With Joanie KrautJoanie Kraut is the CEO at Women In Gaming International, a platform dedicated to cultivating resources for advancing economic equality and diversity in the global games industry. She has offered her talents in various tech and gaming verticals, including consulting studios, startups, and nonprofits. Joanie is a thought leader in finance, DEI, and the advancement of women in leadership. In 2019, CalCPA recognized her with the Women to Watch in Finance & Accounting, Experienced Leader Award, and in 2020, GCIF and Prism Events named her the Top 100 Global Leaders in Finance. Joanie was also recognized by CEO Monthly as the Most Influential...
2023-10-1758 minRise and StrideEp. 20: Fighting FraudThe challenge with looking for fraudsters, says CPA, author, professor and filmmaker Kelly Richmond Pope, is that anyone can be one. You can even see what type of fraudster you’d be by taking Pope’s online quiz.In this episode, Pope explains the key role CPAs play in detecting fraud, how the profession can better explain its “why” to attract the next generation and the responsibility leaders have of pouring into others.Additional resources:· Fool Me Once: Scams, Stories, and Secrets from the Trillion-Dollar Fraud Industry: A look at the perpe...
2023-10-0239 minRise and StrideEp. 19: Unscripted AgilityOn the surface, there doesn’t seem to be much of a connection between improvisation and the business world. Yet aspects of improv like collaboration, being unscripted and learning to be tolerant, even comfortable, around ambiguity can easily be laid upon our daily lives. Colleen Murray Peyton, founder of Overjoy Creative and improv performer, dives deeper into her work facilitating workshops for corporations on leadership development, corporate culture and communication—and explains how laughter and lightness can help make the hard things manageable.
2023-09-1141 min
The Anderson FilesCALCPAMike discusses California AB-5 and how it will be catastrophic to many California businesses with Ernest Howard, CPA, part of the key leadership of CalCPA.
2023-08-3133 min
The Accounting PodcastExploring Solutions to the Accounting Talent Shortage with Jen Cryder, CEO at PICPAJen Cryder, CEO of the Pennsylvania Institute of Certified Public Accountants, joins Blake and David to discuss the accounting profession's pipeline problems, including the decline in accounting majors and the difficulties of replacing retiring CPAs. Join the discussion on solutions like work-and-learn models and redefining education requirements. Discover strategies to attract and retain talent, prioritizing the preferences of younger generations and aligning company culture with marketing efforts. Tune in to learn how accounting firms can refresh their image and flourish.SponsorsLiveFlow - http://accountingpodcast.promo/liveflowForwardly - http://accountingpodcast.promo/forwardly
2023-08-1652 min
AccountableInclusive Hiring, It Starts With Us with Kat KibbenAccording to a recent IMA and CalCPA study, one-in-five LGBTQ+ respondents in the US report they have left the accounting profession due to a lack of DEI, mainly due to not feeling comfortable bringing their full selves to work. Also, 43-55% of female, nonwhite, Hispanic, Latino and LGBTQIA respondents have left due to perceived lack of equitable treatment. Listen to Kat Kibben, award-winning writer, speaker, trainer and job post expert, help listeners overcome their fear surrounding the inclusion topic and provide tips for creating a welcoming environment in the accounting profession, starting with us. Learn more about...
2023-08-0747 min
Shifting Schools: Conversations for K12 Educators294: Where might a student's passion for video games lead?In this episode, we have the honor of sitting down with Joanie Kraut, the CEO of Women in Games International (WIGI), a leading organization that empowers women and underrepresented individuals in the gaming and eSports industry. Joanie Kraut has a unique perspective on the role eSports can play in communities and is dedicated to creating more future pathways for young enthusiasts interested in pursuing a career in the eSports realm. Joanie Kraut shares her inspiring journey into the world of eSports and how her passion for gaming led her to a leadership role at Women in Games...
2023-08-0751 minRise and StrideEp. 18: Thriving as a ProfessionIn this wide-ranging interview, CalCPA member Okorie Ramsey, vice president of Sarbanes/Oxley for Kaiser Foundation Health Plan, Inc. and Kaiser Foundation Hospitals, discusses his role as chair of the AICPA and the Association of International Certified Professional Accountants, and brings his insights from public accounting, industry and nonprofit accounting, as well as adjunct educator, on trending topics in the accounting profession, including diversity, equity and inclusion, innovation and recruitment and retention. Additional resources:Accounting Career Awareness Program: Designed to increase the number of underrepresented minorities pursuing careers in accounting a...
2023-08-0740 minRise and StrideEp. 17: Cultivating Focus and ProductivityWith all the beeps, pings and other notifications—not to mention meetings—battling for our attention, it’s challenging to stay focused and productive. But with the use of the right tools, knowing the difference between interruptions and disruptions, and other tips, productivity expert Sarah Tetlow, founder and CEO of Firm Focus, explains how you can stay organized, focused and accomplish what needs to be done.
2023-07-0333 minRise and StrideEp. 16: The Value You AddAs technology advancements like ChatGPT and business imperatives like ESG gain footing, there are lots of opportunities for the CPA profession to step in and add value to their clients or companies in terms of strategy and story. Listen as Todd Rahn, Senior Managing Director at FTI Consulting, explains more.
2023-06-0532 minRise and StrideEp. 15: Innovation InsightsInnovation may sound daunting to most people, but Simone Ahuja, CEO of Blood Orange, an innovation and strategy consulting group, explains how innovation is not always about bright, shiny objects. It’s about adding value in new ways and is connected to the things we do every day.
2023-05-0134 minRise and StrideEp. 14: The High Calling of a CPABeyond the debits, credits and tasks CPAs perform, there’s a calling to protect the public—a purpose and a meaning that people can rally around and aspire to make an impact. Listen as Christina Ho, CPA and board member of the Public Company Accounting Oversight Board, discusses the value of accounting, how CPAs are context experts and the importance of lifelong learning.
2023-04-0335 minRise and StrideEp. 13: Community of OneWith the face of the workplace changing—literally and figuratively—how can leaders and organizations ensure everyone is engaged and pulling in the same direction? Listen as Sarah Sladek, CEO and chief strategist of XYZ University, offers insights and strategies about talent recruitment and retention, leadership development and what each generation can learn from each other.
2023-03-0631 minRise and StrideEp. 12: Finding Financial FreedomHaving a firm grasp on your finances and knowing where your money is coming from—and where it’s going—can be challenging and sometimes scary. In this episode of Rise and Stride, Larry Pon, CPA and chair of the CalCPA Financial Literacy Committee, outlines some strategies to help build a solid financial foundation.Resources:CalCPA Financial Literacy https://www.calcpa.org/public-resources/financial-literacyGuidestar https://www.guidestar.org
2023-02-2127 minRise and StrideEp. 11: Mindset of LearningThere are a lot of characteristics that go into being a good leader that go beyond knowledge and expertise, including things like empathy, taking the questions and giving before you get. Listen as Michelle Russo, chief communications officer for the U.S. Chamber of Commerce, discusses strategies organizations can take to keep their workforce informed and engaged.
2023-02-0630 min
The Tech Talk for Accountants ShowDavid Cieslak- Convenience First, Security SecondDavid Cieslak is Chief Cloud Officer and EVP with RKL eSolutions, a leading business process automation consulting firm with offices across the US. In his position, he is accountable for using cloud-based solutions and sector-specific service knowledge for ERP, CPM, CRM, AP Automation, and other crucial business processes to assist firms in growing strategically.
He is a Sage Intacct Certified Consultant and possesses the GIAC Security Essentials Certification. He is a frequent lecturer for the American Institute of Certified Public Accountants (AICPA), the California Society of Certified Public Accountants (CalCPA), and various state accounting societies (GSEC). He...
2023-01-3038 minRise and StrideEp. 10: Dialing in on Digital AssetsFrom blockchain to cryptocurrency, the digital economy is here to stay. Listen as Gabriella Kusz, CEO of the Global Digital Asset and Cryptocurrency Association, discusses what this means for the financial sector—and how CPAs can best prepare. Resources discussed: Bitcoin: A Peer-to-Peer Electronic Cash System (Satoshi Nakamoto) Management and Disclosure of Climate-Related Financial Impacts for State-Owned Enterprises: Toolkit for Shareholders and Regulators (World Bank) Climate-Related Financial Disclosures: Thematic Module in the Integrated State-Owned Enterprises Framework (World Bank)
2023-01-2332 minRise and StrideEp. 9: Embracing the ChangeFrom data science to blockchain to robotic process automation, the accounting profession is taking on a different look. In this episode, Mike Wetklow, Deputy CFO and Division Director for Financial Management at the National Science Foundation, https://www.nsf.gov, talks about the importance of lifelong learning, how CPAs fit into the data picture and the importance of including accounting among STEM fields.
2023-01-0932 minRise and StrideEp. 8: Keeping the Supply Chain ConnectedFrom manufacturers needing parts to individuals looking to stock their pantries, everyone has experienced supply chain issues. So what’s changing to make sure disruptions are kept at a minimum and where do CPAs fit into the strategy? Listen as Tom Derry, CEO of the Institute of Supply Management (https://www.ismworld.org) explains.
2022-12-1236 minRise and StrideEp. 7: Take a Look AroundAI, Big Data, XBRL … the profession is moving fast. If you don't stop and look around once in a while, you could miss it. Mike Willis of the U.S. SEC discusses changes occurring—and coming—to the profession, and how curiosity can help you succeed.
2022-11-0730 minRise and StrideEp. 6: The Long GameIt’s easy to get caught up in the here and now when it comes to investing, but CalPERS Managing Director James Andrus stresses it’s a long game you want to play—whether as an institution or an individual.
2022-10-0330 minRise and StrideEp. 5: A Look at California’s Business EnvironmentOne thing is always constant when it comes to California’s business environment—change. CalChamber CEO Jennifer Barrera discusses what’s top of mind for business, as well as what issues business should be on the watch for.
2022-09-1929 min
Accounting AutomationPublic Accounting vs. Industry Accounting with Kaiser Permanente’s Okorie RamseyOkorie Ramsey has been a CPA for almost 15 years and is currently the Vice President of Sarbanes/Oxley at Kaiser Permanente and the Vice Chairman of the American Institute of Certified Accountants.Okorie is a California Certified Public Accountant (CPA), Project Management Professional (PMP), and Chartered Global Management Accountant (CGMA). He also holds a bachelor’s degree in Business Administration with a concentration in Accounting from San Francisco State University (SFSU) and a Kaiser Permanente Executive Leadership Program Certificate from Harvard Business School.Okorie serves on the Board of Di...
2022-09-1336 min
Always Creating ValueAlways Creating Value™ Podcast: How to apply learning to continue to add value with Mark H. FowlerWe have been doing this podcast for 1 year and we learned so much of value from each episode.https://estowemanagement.com/adding-value/In this podcast, Mark would like to share some highlights from our podcast guests and how you can apply them to your environment and continue to create more value.We formed the podcast because we wanted to help businesses transform to new platforms and find new and better ways to communicate with each other to be more effective. In the past year we have discovered a consistent appreciation for and implementation of...
2022-08-1659 minRise and StrideEp. 4: The Future Is Here, Flying to Your DoorCalCPA member, attorney and award winner Shannon Nash, CPA—CFO of the on-demand, drone delivery service Wing—shares her experience on bringing Google’s Alphabet technology from the skies to your doorstep; what she’s learned from her relationship with the multi-talented Debbie Allen; insights and work on diversity, equity and inclusion; the story of her work as a documentary filmmaker.
2022-08-0834 min
Count Me In®Ep. 193: Diversifying Global Accounting Talent: Actionable Solutions for ProgressIn this special edition of Count Me In, we dive into trailblazing new DE&I research conducted in partnership by The Institute of Management Accountants (IMA), The International Federation of Accountants (IFAC), and The California Society of CPAs (CalCPA). The new report, Diversifying Global Accounting Talent: Actionable Solutions for Progress, details more than 70 practices organizations can use to improve inclusivity and diversity among their workforces. Jeff Thomson, President and CEO of IMA is joined by Kevin Dancey, CEO of IFAC and Denise LeDuc Froemming, President and CEO of CalCPA to discuss the findings and why more than 60 professional accountancy o...
2022-08-0127 min
Sage Money Conversations with Barbara Norman CFP®Income Taxes DemystifiedTaxes may be stressful, but they don’t have to be complex. In this episode, Anne Burns, CPA gives us ‘tax primer’ and offers a few tax tips you may like. If you a person who never reads a tax return, but wants to be more pro-active, then this is your episode! Anne Burns provide high quality tax preparation, planning, and related consulting services. Her primary focus is providing such services to individuals who are business owners/executives or real estate owners and their related entities (S Corporations, Limited Liability Companies, Partnerships, C Corporations). Anne also has a special...
2022-07-2720 minRise and StrideEp. 3: CPA Profession Hot TopicsMichael Savoy, CalCPA member and president of the California Board of Accountancy, shares his thoughts on licensure pathways to the evolving CPA profession to how he remains a San Francisco Giants fan living in LA.
2022-07-1526 minRise and StrideEp. 2: Diversity, Equity & Inclusion and the CPA ProfessionNABA CEO Guylaine Saint Juste says the time is now to have fierce conversations about this important topic—and that means people have to be OK with hearing something they’ve not heard before.
2022-06-1335 min2022-05-1701 min
Esports Connected With Megan Van PettenLive From EsportsNext: Helping To Create Equality in the Gaming Community
Today, in another episode from the Esports Next Conference, Bubba had the pleasure of interviewing Joanie Kraut, CEO at Women In Games International (WIGI).Joanie has over 15 years in the gaming space, serving several smaller studios, startups, and nonprofits as a consultant in the process. She is an expert in business development, financial strategy, operational process development and execution, and DEI efforts. She is also an advocate for equality; she received the 2019 CalCPA Women to Watch in Finance & Accounting, Experienced Leader Award for her significant contributions to the profession and her community. In this episode, w...
2022-02-2414 min
Esports Connected With Megan Van PettenLive From EsportsNext: Helping To Create Equality in the Gaming CommunityToday, in another episode from the Esports Next Conference, Bubba had the pleasure of interviewing Joanie Kraut, CEO at Women In Games International (WIGI).Joanie has over 15 years in the gaming space, serving several smaller studios, startups, and nonprofits as a consultant in the process. She is an expert in business development, financial strategy, operational process development and execution, and DEI efforts. She is also an advocate for equality; she received the 2019 CalCPA Women to Watch in Finance & Accounting, Experienced Leader Award for her significant contributions to the profession and her community. In this episode, w...
2022-02-2414 min
Always Creating ValueEpisode #6 "Always Creating Value™ Podcast for Successful Businesses", Guest:David Cieslak iJoin Mark H. Fowler and his guest David Cieslak on “Always Creating Value™ Podcast for Successful Businesses.”Website: https://estowemanagement.com/always-creating-value-podcast/Airdate February 11, 2022, Always Creating Value™ Podcast, meet David Cieslak aka Inspector Gadget, and the gizmos and gadgets that have become an indispensable part of our digital lives.David Cieslak is Chief Cloud Officer and EVP with RKL eSolutions, a leading business process automation consulting firm with offices across the US.In his role, he is responsible for helping companies grow strategically with cloud-based solutions and industry-specific service expertise for ERP, C...
2022-02-141h 06
Always Creating ValueEpisode #3 "Always Creating Value™ Podcast for Successful Businesses", Guest: Damien B.M. EnglishJoin us November 10, for episode-3 of “Always Creating Value™ Podcast for Successful Businesses” featuring publisher Damien EnglishNovember 10, @ 11:00 am – 12:00 pm (PDT)Damien B.M. English has been writing, editing, designing and coordinating the production of informational publications for more than 20 yearsHe graduated with a degree in English from the University of California, Santa Barbara, and a Masters in Literary Studies from his father’s alma mater, the University of Durham, England, before starting his career working in community newspapers in Marin County. After rising to managing editor at Marinscope Community...
2021-12-141h 06
30 to Life - Redefining the Black Experience74: How To Start A Business & The Benefits Of Having An Accountant with Marjorie McPike, CPAIn this episode, the guys chat with Marjorie L. McPike. Marjorie is a CPA focusing on tax and small business accounting. She breaks down her journey into entrepreneurship, the benefits of having a CPA, and things you need to consider when starting a business. Tune in!
Check out Marjorie’s courses on small business taxes and accounting:
https://gumroad.com/a/379999347
Follow Marjorie on Instagram @mlmcpa
Marjorie is a CPA focusing in tax and small business accounting located in Riverside County, California. She was born and raised in San Diego and attended San Diego State University where she received her Bac...
2021-11-0543 min
Our Town: Connecting You to SacramentoLearn about Tax Deductions, Credits, Refunds, The American Rescue Plan, Biden's 3 Part Plan & More!In this Podcast, Dorothea will answer all questions Chris has gotten in the past from clients, business partners & peers. Tune in to see if one of your questions were answered!Dorothea is a Certified Public Accountant and a Principal with over 20 years of experience in Tax and Accounting. As a Sacramento native and graduate with a Bachelor of Science in Business Administration from California State University, Sacramento, she is a current member of CalCPA and AICPA & serves on the board for NCL, Sacramento and is the Audit Chair for Girl Scouts Heart of Central California....
2021-06-1135 minCount Me In®BONUS | Alan Johnson - Accountants Advancing Diversity, Equity, and Inclusion Across the ProfessionAlan Johnson, President of the International Federation of Accountants (IFAC), joins Count Me In to talk with Loreal Jiles, IMA Director of Research, about the importance of taking action to improve diversity, equity, and inclusion (DE&I) in the accounting profession. On the heels of an IMA and CalCPA-sponsored research study supported by IFAC and 13 other organizations, Loreal shares relevant findings from the research study and Alan recounts personal experiences and offers actionable insights on steps accounting and finance professionals can take to play leading roles in DE&I improvement. Download and listen in for inspiration to act now!
2021-02-1134 min
The Accounting PodcastWave Makes Waves by Becoming a BankSponsorsAccountant Connect: https://cloudaccountingpodcast.promo/adpMelio Payments: https://cloudaccountingpodcast.promo/melioPayPie: https://cloudaccountingpodcast.promo/paypieShow Notes05:06 – Wave expands into banking with new small business account and debit card - BetaKit Wave Money is a new no fee bookkeeping solution aimed at small business users - TechRadar 07:39 – QuickBooks Online new features and improvements - March 2020 - Firm of the Future 09:05 – Banking App Lili Raises $10M In Seed Funding - PYMNTS.com 09:29 – Challenger bank Varo, soon to become a real bank, raises $241M Series D – TechCrunch09:36 – Wise locks down $5.7 million to scale its challenger bank de...
2020-06-1659 min
Where Accountants Go - The Accounting Careers Podcast165: Anthony Pugliese, CEO of CalCPAAnthony Pugliese, the CEO for the California Society of Certified Public Accountants (CalCPA), joined us for this episode of the Where Accountants Go podcast!
Anthony had a wonderful career story to tell, as well as tremendous insight for us on the profession. If you are curious how an individual could start their career in a traditional staff auditor role, become the Chief Operating Officer of AICPA, and then go on to eventually lead the largest state society of CPAs as their CEO, you will really enjoy this episode.
In this episode, Anthony shares…
How he started with one of the nat...
2020-03-0343 min
Accountant's Flight PlanMaking Processes with Blake Oliver - PodcastBlake Oliver is our latest guest to sit down for a conversation with Brannon. Blake is an entrepreneur, accountant, writer and speaker who specializes in cloud accounting technology. He is the Director of Product Marketing for FloQast. In 2016 and 2017, he was named a “40 Under 40” in the accounting profession by CPA Practice Advisor. I had the pleasure of meeting Blake and David at a CalCPA event to celebrate new licensees. Blake recently became a CPA. Listen to the podcast to gain more insight into how Blake created and sold his cloud-based accounting practice.
2019-08-2642 min
FLP, the Finance Leadership Podcast"The Promise of Technology" with David Cieslak, EVP of RKL eSolutions (Simi Valley,USA). "Are you looking for incremental improvement, or are you REALLY trying to become a future-oriented organisation?". GBD57. Jennifer Gardner (AICPA & CIMA, Durham USA) talks digital disruption with CPA Technologist David Cieslak aka "Inspector Gadget". Frequently recognised as one of the top 100 most influential figures in the industry, David recently presented a session at the AICPA's CFO 2019 Conference in Chicago. Here, he outlines the drivers of change in today's digital world. WE DISCUSS: How the finance function is changing. The price of digital illiteracy. The mindsets that will help us survive in the dig...
2019-05-0813 minFLP, the Finance Leadership Podcast"The Promise of Technology" with David Cieslak, EVP of RKL eSolutions (Simi Valley,USA). "Are you looking for incremental improvement, or are you REALLY trying to become a future-oriented organisation?". GBD57. Jennifer Gardner (AICPA & CIMA, Durham USA) talks digital disruption with CPA Technologist David Cieslak aka "Inspector Gadget". Frequently recognised as one of the top 100 most influential figures in the industry, David recently presented a session at the AICPA's CFO 2019 Conference in Chicago. Here, he outlines the drivers of change in today's digital world. WE DISCUSS: How the finance function is changing. The price of digital illiteracy. The mindsets that will help us survive in the dig...
2019-05-0813 min
The Clergy Suite Podcast by Temple Isaiah[Clergy Suite] Faith, Family, Finances & Fighting: Planning for Life’s (Unexpected) TransitionsRabbi Dara Frimmer talks with Temple Isaiah’s Cantorial Soloist, Rabbi Jaclyn Cohen and her husband, CPA Joshua Cohen. Listen in for the dinner table conversations between an accountant and a rabbi, each addressing the challenge of helping people plan ahead. How can honesty, integrity, Jewish values and tradition help us to start hard conversations and do the necessary work to protect and care for our loved ones?
As you consider starting your own conversations, here are some additional resources provided by Josh:
CA Attorney General Office - End of Life Care Planning: https://oag.ca.gov/consumers/general/care
Cal...
2019-05-0826 min