Shows
Virtual Rolodex hosted by TXCPA HoustonVirtual Rolodex with Hunter Coday, Goodman FinancialKristie Ondracek welcomes listeners to a special episode of the TXCPA Houston Virtual Rolodex, featuring quarterly updates from corporate sponsors. This episode spotlights Goodman Financial, represented by Senior Financial Advisor Hunter Coday, who provides insights on the most recent tax legislation, key impacts for individuals and families, Social Security changes, and current market conditions. Tax Law Updates: Key Provisions from the Recent BillHigh-Level Takeaways· Recent Legislation: A major tax bill with extensive provisions has been signed, aiming to continue or adapt key elements of the 2017 Tax Cuts and Jobs Act.· ...2025-07-2322 minVirtual Rolodex hosted by TXCPA HoustonVirtual Rolodex with Mariella BosquezJoin us for an inspiring conversation with Mariella Bosquez, a University of Houston student and active member of the TXCPA Houston Chapter. Mariela shares her unique journey from psychology and Spanish to discovering her passion for accounting, how she found a welcoming community in the Houston chapter, and her insights on the evolving accounting profession.https://www.linkedin.com/in/mariella-bosquez-906a37134/2025-07-1114 minVirtual Rolodex hosted by TXCPA HoustonVirtual Rolodex with Mark StruczewskiIn this episode of the TXCPA Houston Virtual Rolodex podcast, host Kristie Ondracek welcomes Mark Struczewski, also known as “Mister Productivity.” Mark shares his mission to help overwhelmed professionals get “unstuck” by focusing not just on to-do lists, but also on mindset and overall well-being. He emphasizes that many people wait until their problems become severe before seeking help, and encourages listeners to be proactive about self-reflection and continuous learning. Mark discusses the importance of embracing new technologies like AI as helpful tools rather than threats, and urges professionals to stay curious and adaptable.And as a...2025-07-0925 minVirtual Rolodex hosted by TXCPA HoustonVirtual Rolodex with Steve Goodman, CPA, CFP®In this episode of the TXCPA Houston Virtual Rolodex, host Kristie Ondracek sits down with Steve Goodman, founder of Goodman Financial, to discuss the firm’s long-standing support of TXCPA Houston, their unique approach to financial planning, and the importance of community and professional development within the CPA world. Steve shares insights into Goodman Financial’s mission, the value of building trusted relationships, and how the firm fosters both internal leadership and external education for CPAs and the broader communitySteve Goodman, CPA, CFP®www.goodmanfinancial.com2025-06-2515 minVirtual Rolodex hosted by TXCPA HoustonVirtual Rolodex with Deanna Sullivan speaker at upcoming S.T.A.R.S.Kristie Ondracek hosts Deanna Sullivan, a renowned speaker and ethics expert, as part of the TXCPA Houston Virtual Rolodex series. This episode previews Deanna’s upcoming session at the Spring Technology Accounting Resource Summit (STARS), focusing on ethics in the accounting profession and beyond.Event DetailsEthics Session: May 12, 2025 (afternoon)STARS Conference: May 13–14, 2025, Sugar Land, TXWho Should Attend: CPAs, finance professionals, auditors, legal professionals, and anyone interested in ethical leadership and professional developmentSession Highlights· Covers recent fraud cases and why individuals cr...2025-04-2118 minVirtual Rolodex hosted by TXCPA HoustonVirtual Rolodex with Vladimir Amiouny, CPAIn this episode of TXCPA Houston's Virtual Rolodex, host Kristie Ondracek interviews Vladimir Amiouny, a CPA and audit and assurance senior at Deloitte in Houston. Vladimir shares his journey from being born in Canada to growing up in Houston, earning his bachelor’s in accounting and master’s in finance from Texas A&M University, and eventually pursuing a career in auditing. He explains that his role involves reviewing financial statements, internal controls, and providing opinions on their fairness and accuracy, with a focus on mentorship and team leadership during the busy season.Learn more...2025-04-1616 min
“Simply” Remarkable!“Simply” Remarkable! with returning guest Dean LindsayJoin us for our weekly Live Streaming Show, “Simply” Remarkable! with host Sue Falcone and this week’s encore guest, Dean Lindsay, Building Priceless Business Relationships!Dean sees an important connection between sales, motivation, solid customer care, and leadership. All are achieved by effectively positioning ideas, recommendations, solutions, products, and services—even ourselves—as PROGRESS in the minds of those we wish to inspire to action.Dean’s most requested topics include:• Success Takes GRIT• Leading Progress in a World of Change — featuring insights from Dean’s award-winning book PROGRESS LEADERSHIP...2025-04-1634 minVirtual Rolodex hosted by TXCPA HoustonVirtual Rolodex with Rehan Noorani, CPAIn this episode, Kristie Ondracek continues her series on the real-world experiences of accounting professionals by interviewing Rehan Noorani, a Houston-based CPA. Rehan shares his unique journey through various roles in the accounting field, offering valuable insights for aspiring accountants and CPAs.Thank you for listening!For more stories from accounting professionals and previews of upcoming conference speakers, subscribe and keep tuning in to the TXCPA Houston Virtual Rolodex.Connect with us for more resources, discounts on CPA study materials, and community support!www.txcpahouston...2025-04-1519 min
What's Your "And"?667: Kristie Ondracek is a CFO/COO & Cardmaker [podcast]Kristie Ondracek, CFO and COO at TXCPA Houston, talks about her passion for paper crafting, specifically card making and scrapbooking. Kristie shares how she began crafting in high school and has since embraced the creative process, which she finds essential for both personal expression and enhancing her problem-solving skills at work. She highlights the joy she experiences from bringing a smile to others with her custom cards, reflecting on memorable projects, including cherished moments crafting with her late mother. As a leader, Kristie emphasizes the importance of creating space for employees to share their passions and encourages organizations to...2025-04-0927 minVirtual Rolodex hosted by TXCPA HoustonVirtual Rolodex with Scott BarcroftTXCPA Houston Virtual Rolodex Guest: Scott Barcroft, Partner at RSM Episode Highlights: Breaking Accounting Stereotypes: Showcasing the dynamic and innovative side of the accounting professionGuest Profile: Scott Barcroft, leading value creation solutions at RSMCareer Journey: Started in accounting after abandoning pre-med pathWorked at Deloitte, PwC, and now RSMSpecialized in transaction advisory services and operational assessmentsBuilt a multi-million dollar practice from scratch at RSMKey Insights: Accounting offers diverse career paths beyond traditional number-crunchingCritical skills for success: 1. Writing and presentation 2. Interpersonal communication 3. Adaptability and technology integration2025-04-0319 min
Destination CPABuilding a CPA Career: Advocacy, Networking, and Professional GrowthIn this episode, Jodi Ann Ray, President and CEO of the Texas Society of CPAs, sits down with Christy Bessert, senior manager at Forvis Mazars, to discuss her path to becoming a CPA. Christy shares her educational background, her move from Wyoming to Texas, and her experiences navigating multiple firm mergers. She reflects on being recognized as a TXCPA Rising Star and a 40 Under 40 honoree, as well as the passion that first drew her to accounting. The conversation highlights the value of networking, mentorship, and active involvement in professional organizations. Additionally, they explore recent legislative advocacy efforts in Austin...2025-02-2524 minVirtual Rolodex hosted by TXCPA HoustonVirtual Rolodex with John Garrett, Keynote Speaker, Coach, AuthorIn this episode of the TXCPA Houston Virtual Rolodex, host Kristie Ondracek sits down with John Garrett—CPA-turned-comedian, keynote speaker, bestselling author, and corporate culture expert. John shares insights on how professionals can embrace their full identity beyond their job title, the importance of workplace culture, and how organizations can improve engagement and retention through authentic human connection.2025-02-2528 minVirtual Rolodex hosted by TXCPA HoustonVirtual Rolodex with Adam Dimmick, Crowe LLPIn this episode, Kristie speaks with Adam Dimmick about his own journey and Crowe LLP.Adam Dimmick is a partner at the CPA firm Crowe and a past president of TXCPA Houston. He discusses Crowe's national presence and expertise in audit, tax, and consulting for public and private entities.Crowe has a global reach through its affiliation with Crowe Global, an accounting network in over 130 countries, allowing them to serve clients internationally.Crowe strongly encourages community involvement and mentorship, supporting programs like the TXCPA...2025-02-1523 min
Destination CPAReinventing Success: Lessons from an Accounting Student's Career ShiftIn this episode, host Jodi Ann Ray, President and CEO of the Texas Society of CPAs, chats with Aaron Kenigsberg, an accounting student at Houston Community College and incoming associate at PwC. Aaron shares his unique journey from earning a Bachelor’s in Musical Theater at Emerson College to discovering his passion for accounting during his MBA at Texas A&M Corpus Christi. He reflects on how the pandemic sparked his career shift, his experiences managing his family’s restaurant, and the challenges and rewards of exploring new professional paths. Aaron highlights the invaluable support he received from TXCPA, his...2025-01-2322 minVirtual Rolodex hosted by TXCPA HoustonVirtual Rolodex with Michael Kraten & Heather Bain about the Fall Accounting Conference & Technology SymposiumTune in to our latest podcast episode as we dive into everything you need to know about the upcoming TXCPA Houston Fall Accounting Conference & Technology Symposium! Kristie sits down with the event's two co-chairs, Michael Kraten & Heather Bain, to discuss the hottest topics in accounting, cutting-edge technology, and what attendees can expect from this year's conference. Whether you're a seasoned CPA or just starting in the field, you won’t want to miss this insider look into Houston's premier accounting event! #TXCPAHouston #FallAccountingConference #TechSymposium #CPA #Accounting #Finance #PodcastConference Det...2024-10-2717 min
Destination CPABroadening Horizons: The Value of Versatility, Support, and Community in AccountingIn this episode, host Jodi Ann Ray, President and CEO of the Texas Society of CPAs, chats with Jacob Giroux, a tax senior at Axley & Rode in Livingston, Texas. Giroux highlights the significance of gaining diverse experience across various business entities and discusses accounting as a highly versatile career path. He shares insights from his challenging journey through the CPA exam, emphasizing the importance of consistency and firm support. Giroux also offers valuable resources for exam preparation and underscores the need to attract young students to the accounting field, emphasizing the role of a strong, supportive community.
2024-08-2224 min
Whitley Penn TalksWP Cares: Featuring the TXCPA Fort Worth ChapterMessage us!Tune into this 15 minute episode of our WP Cares podcast series with Partner Emily Landry. Emily is joined by Jennifer Davis, Executive Director of the Fort Worth Chapter of the Texas Society of Certified Public Accountants (TXCPA). The two discuss the accounting industry as a whole, upcoming initiatives, and ways to get involved within the organization. Listen in and stay tuned for future episodes.Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and...2024-08-2015 min
Destination CPACareer Progression: The Power of Mentorship, Licensure, and EntrepreneurshipIn this episode, host Jodi Ann Ray, President and CEO of the Texas Society of CPAs, chats with Bertrand Maimo, CPA, MBA, founder and CEO of Mustardbridge LLC. Bertrand discusses his journey providing CFO consulting services and the transformative effect of earning his CPA license on his career. He emphasizes the importance of mentorship, the value of the CPA designation, and offers advice for aspiring accountants and entrepreneurs.
Destination CPA is produced by Association Briefings.
Show notes
Bertrand K. Maimo ("BK") currently provides CFO consulting services to SEC registered inves...2024-07-2522 min
The FinTech FloFinancial Updates the Size of Texas! - FinTech Flo: Episode 31 (7/25/24)Financial Updates the Size of Texas - Fintech Flo: Episode 31 (7/25/24)Everything is bigger in Texas, which is where this episode of the FinTech Flo is taking place! Rightly so, the Great Resignation is over and the Big Stay is happening, but how does it impact accounting jobs? Also, Kirschner is set to hang out for the rest of his life with SBF, and FASB is also making some Texas sized moves with corporate transparency regulations. Shout out to the folks of the TXCPA-DFW chapter and Whitley Penn for helping make this special remote episode possible...2024-07-2555 min
Destination CPABreaking Barriers: Leadership, Mentorship, and Diversity in the CPA ProfessionIn the latest episode of Destination CPA, host Jodi Ann Ray, President and CEO of the Texas Society of CPAs, chats with Okorie Ramsey, CPA, CGMA, PMP, NACD.DC, the immediate past chair of the American Institute of CPAs (AICPA) and the Association of International Certified Professional Accountants. Okorie shares his inspiring journey as a CPA, highlighting the critical roles of early exposure, mentorship, and hard work. The conversation delves into the need for diversity and representation in the profession, addressing the underrepresentation of minorities and the importance of creating intentional opportunities to showcase diverse talents. Don't miss this...2024-06-2732 minVirtual Rolodex hosted by TXCPA HoustonVirtual Rolodex with Tim Adler, CPAIn this episode, Kristie speaks with Tim Adler, CPA from FORVIS, on this experience as a CPA and a volunteer for TXCPA Houston.2024-05-0900 min
Destination CPANavigating Changes: Exploring the Evolution of the CPA ExamIn the latest episode of Destination CPA, we talk to Mike Decker, Vice President of Examinations at the American Institute of CPAs. He joins our host Jodi Ann Ray, President and CEO for the Texas Society of CPAs, for an insightful conversation about the CPA exam's evolution and recent significant changes. Discover how advancements in technology have influenced these changes, as well as a detailed exploration of the exam's three disciplines. We also explore the crucial role of employers and firms in supporting candidates, along with valuable advice for those pursuing licensure in the field.
D...2024-05-0931 min
THRIVE, a Paychex Business PodcastTexas CPA Spotlight: AI’s Impact, Expanding Role of CPAs, and Diversity in the Accounting ProfessionJodi Ann Ray, CEO of the Texas Society of CPAs, talks about the efforts of TXCPA to create a better pipeline in the accounting profession that faces gaps with an upcoming retirement wave, including leveraging AI and other technology to drive growth and expand the advisory role of CPAs. She also acknowledges the need for more diversity and inclusion in the profession, including the rise of women in leadership roles, in her conversation with Gene Marks on Paychex THRIVE, a Business Podcast.
Topics Include:
00:00:00: Episode Preview
00:01:22: Introduction of Jodi Ann Ray
2024-05-0831 min
Destination CPACultivating Culture and Diversity: Shaping the Future WorkforceIn the latest episode of Destination CPA, we talk to Liz Barentzen, vice president of talent initiatives and operations for the Center for Audit Quality. She joins our host Jodi Ann Ray, President and CEO for the Texas Society of CPAs, for a captivating conversation about the pivotal role of culture in shaping the future workforce. Explore the innovative Accounting+ program designed to empower underrepresented minority high school and college students to explore accounting careers. Discover how initiatives like these are driving diversity within the profession and debunking misconceptions about the industry.
Destination CPA is p...2024-04-1830 min
Destination CPAEmpowering Your CPA: Role Models, Diversity, and Professional PreparationIn the latest episode of Destination CPA, we talk to Bimpe McMillon, CPA, senior manager, governmental auditing and accounting with AICPA’s Government Audit Quality Center. She joins our host Jodi Ann Ray, President and CEO for the Texas Society of CPAs, for an engaging discussion about her CPA journey and the significance of role models. She provides advice to students on the reasons to pursue a CPA license and the many possibilities in accounting. The discussion also addresses the importance of increasing diversity in the profession and essential preparations for future CPAs as they continue their studies and be...2024-02-2825 minVirtual Rolodex hosted by TXCPA HoustonVirtual Rolodex with Heather Bain - TXCPA Houston Member and Founder of Bain CPA Business Strategies, LLCIn this episode, Kristie speaks with Heather Bain - TXCPA Houston Member and Founder of Bain CPA Business Strategies, LLCYou can visit Bain CPA Business Strategies, LLC website at https://www.baincpafirm.com/2024-01-2519 min
Destination CPAAccepting the Challenge: Overcoming Struggles in the Path to LicensureIn our inaugural episode, we talk to Katie Brown, CPA, CFF, supervisory senior at Huselton, Morgan & Maultsby. She joins our host Jodi Ann Ray, President and CEO for the Texas Society of CPAs, for an engaging discussion about her journey through accounting education, pursuing CPA licensure and some challenges she had to face, finding new ways to study, and advice for those going through the licensure process. Katie also provides some valuable resources, from other podcasts to LinkedIn content creators, to help you prepare to sit for the CPA exam.
Destination CPA is produced by As...2024-01-2538 min
Destination CPADestination CPA TrailerThe Texas Society of CPAs presents Destination CPA – an original podcast series created to share insights and navigation tips for those on the path to a CPA license,. Join our host Jodi Ann Ray, executive director of TXCPA, as she chats with leading industry voices in the profession, offering candid conversations and fresh perspectives on each step of the journey to licensure. Check out the trailer for season one!
2024-01-0401 minVirtual Rolodex hosted by TXCPA HoustonVirtual Rolodex with Gregory Derderian -UseVerbJoin us in a captivating podcast where Gregory Derderian, Operations Manager from UseVerb, shares how UseVerb is transforming the landscape of work and hiring. This episode covers how UseVerb is a powerful tool to create more passionate and engaged teams, by valuing genuine connections between job seekers and employers and offering innovative solutions like the 27-second video introduction. We explore how UseVerb streamlines the hiring process for efficiency and deeper engagement, and extends its capabilities beyond hiring to encompass staff management, communication, and training for building top-performing teams. 2023-11-2021 min
A View from Meadows CollierA Conversation with David ColmeneroJoel Crouch sits down with David Colmenero to talk about his law practice. David leads the firm’s State and Local Tax practice. Joel learns a little Texas history while talking with David about where he was born and raised. Find out about two Texas towns—Quanah and Chillicothe. After completing his education, David became a CPA, then decided to continue his education and went to law school at Texas Tech. After graduating from law school and passing the bar exam, he began practicing law. David received his Masters in Taxation Law (LL.M.) from SMU Dedman School of Law while...2023-05-0836 minVirtual Rolodex hosted by TXCPA HoustonEpisode 1: Kristie Ondracek speaks with Karl Maier, author, speaker, and consultantOn the first episode of Virtual Rolodex, Kristie Ondracek, CFO/COO of TXCPA Houston, speaks with Karl Maier about CEO Roundtable and his newly published book, Surfing Economics Chaos. Join them for an entertaining conversation.2023-04-2517 min
Weaver: Beyond the NumbersEp 1083: Converting Commercial Buildings to Residential Buildings: Is This Sustainable?The trend of converting commercial buildings, including offices, into residential buildings has been around for some time. However, with the increase in remote work, many home offices are replacing commercial office spaces as places to work. About 998 million square feet of office real estate across the United States is available but in search of tenants. In some cases, innovators are transforming office space that is not being used for its intended purpose into apartments and other residential spaces. But is this conversion sustainable? Does the estimated profit match the high cost of conversion?On today’s...2023-03-2909 min
Weaver: Beyond the NumbersEp 1082: New Developments in Downtown Fort Worth, TexasSince the pandemic, downtown Fort Worth, Texas, has entered a new era of development activity. Smack dab in the middle of all this action is Weaver’s Fort Worth office, located on West 7th Street. Weaver recently renovated their office, which included knocking down walls, increasing natural light and adding more open space to create a better work environment. Aside from the improvements to the office, Location Cubed’s Howard Altshuler wanted a first-hand perspective on all the changes happening in the museum district, so he tapped someone local to the city to provide insights. Aaron Grisz, Real Estate Tax...2023-03-2207 min
Better By AssociationA Leader’s Perspective: A Conversation with Jodi Ann Ray, CAE, CCE, IOMIn our inaugural episode, we talk to Jodi Ann Ray, CAE, CCE, IOM, president and CEO of the Texas Society of CPAs and current Chair for the Texas Society of Association Executives’ Board of Directors. She joins our hosts Steven Stout, FASAE, CAE, and Katy Markert for an engaging conversation wrapped around strategic planning, industry challenges, leadership advice, work-life balance, and the future of associations.
Show notes
Jodi Ann Ray joined Texas Society of CPAs in 2016 and serves as President & CEO. She has over 25 years of experience in association management. Before joining TXCPA she...2023-02-1439 min
Living Fabulously FierceLiving Fabulously Faithful with Lisa M. Ong, PCC, CPALisa is based in Plano, Texas. She is an award-winning diversity, equity, inclusion (DEI) +Belonging strategy consultant, speaker, and professional certified executive coach. CEOs and CHROs hire her to co-create their diversity, equity, and inclusion strategy to cultivate cultures of belonging. Her career coaching clients enjoy partnering for success as they advance their leadership skills and develop others. A recognized DEIB thought leader; she has appeared in Forbes, Choice global coaches magazine, Thrive Global’s Authority Magazine, Dallas Business Journal, D CEO Magazine, Journal of Accountancy, and AMA. Her podcast guest appearances include Beyond Barriers, ATD DEI, Catalyst, Paid Vo...2023-01-3145 min
The Mister Productivity PodcastA Conversation with a Superfan - Kristie OndracekKristie Ondracek, CPA, CGMA, CAE, Chief Financial Officer/Chief Operating Officer at TXCPA Houston, joins the show to discuss why she is such a superfan of Mark. Schedule your free, no-obligation 15-minute discovery call with Mark. Follow Kristie on LinkedIn. Overwhelmed? Snag the free guide, 10 Quick Ways to Conquer Overwhelm! It's my gift to you. http://OverwhelmSucks.com WHO IS MARK STRUCZEWSKI? Mark “Ski” Struczewski (also known as Mister Productivity) is a productivity expert that is obsessed with helping 100 million solopreneurs bust through overwhelm by 2032.2022-07-2722 min
The Mister Productivity PodcastImportant Information for Using Email Effectively at WorkAt the 2022 Tax Expo for the TXCPA Houston, I was asked about my approach to checking email. In this clip, I answer that question and talk about expectations. Mark “Ski” Struczewski (also known as Mister Productivity) is obsessed with helping 100 million solopreneurs bust through overwhelm by 2032. . In addition to being a productivity coach, Mark is a speaker and the host of The Mark Struczewski Podcast. You can find out more about how to connect with Mark and his mission MarkStruczewski.com. Go from overwhelmed, fatigued, and stressed to experiencing peace, joy, and freedom in 90...2022-04-0909 min
Good Morning, HREffective CybersecurityThe 1983 movie War Games introduced the concept of “hacking” to the general public.And in the ensuing four decades, we’ve seen massive online breaches of security involving both personal and business information. Once considered a unique event, data breaches have become commonplace but many companies still don’t have adequate safeguards to protect their information.Our guest today says that protecting businesses’ computer networks involves both technological and human defenses.During this thirty-minute episode, Gary covers effective cybersecurity efforts, how businesses can protect themselves, and the different types of protection methods.2021-09-1632 min
Where Accountants Go - The Accounting Careers Podcast173: Revisiting Ethics with Kathy KapkaKathy Kapka, a CPA and former Texas Society of CPAs Chair, joined us on this unique edition of Where Accountants Go, the Accounting Careers podcast.
The reason this episode is a little unique is that we don’t spend as much time covering Kathy’s own career, although we do give a short synopsis. Kathy was actually one of our early guests back in the first few months of the show (Episode 15 to be exact), so we’ve already covered much of her own professional background. For this episode, we took the opportunity to speak with Kathy about a very timely t...2020-05-0545 min
Where Accountants Go - The Accounting Careers Podcast138: Serving the Profession and the Public – Greg OgburnGreg Ogburn, CPA and Co-Executive Director of the Panhandle Chapter of the Texas Society of CPAs (TXCPA), joined us to share his career story with us on Life In Accounting, the Where Accountants Go podcast.
Starting out early
Greg’s career started along a traditional path. Straight out of college he joined one of the Big 8 accounting firms, and a little later moved to a local firm in the Dallas area. Not long after that he moved to the Santa Fe, New Mexico area, and decided that it was time to venture out on his own. Around 1991 he started his own a...2019-07-3030 min