Change Your Mindset
309 episodes - English - Latest episode: 8 months ago - ★★★★★ - 39 ratingsWelcome to Change Your Mindset (formerly known as Improv Is No Joke) where it is all about believing that strong communication skills are the best way in delivering your technical accounting knowledge and growing your business. The way of building stronger communication skills is by embracing the principles of applied improvisation. Your host is Peter Margaritis, CPA a.k.a. The Accidental Accountant, will interview financial professionals and business leaders to find their secret in building stronger relationships with their clients, customers, associates, and peers, all the while, growing their businesses.
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Episodes
S3E13. Getting LEAN in Leadership with David Veech
July 20, 2020 10:00 - 51 minutesDo you put the needs of your team before yours? Do you engage with them or just deliver orders? Do you encourage them to do their best in a non-threatening matter? Do you get mad and let it fester or get over it quickly? David Veech joins us to discuss those questions and more. He’s had many different roles in life: infantry officer, husband, father, author, student, farmer, grandfather, and teacher. David now teaches organizations how to obliterate their obstacles, accelerate innovation, and...
S3E12. How to Focus on Deep Work Without Distraction with Jake Kahana
July 06, 2020 10:00 - 39 minutesAre you having trouble finding the time to focus on your most important work in order to move your business forward? Jake Kahana is a designer, entrepreneur, and teacher — and he’s going to address the above issue. He’s the founder of Caveday, a group of people (known as Cavedwellers) working on their most important work for a focused period of time — called a sprint. Cavedwellers start with the hardest things first, they monotask, and eliminate all distractions. It’s a fascinating process an...
S3E11. Leaving a Legacy You Are Proud Of with Ruben Minor
June 22, 2020 10:00 - 44 minutesDo you want to inspire friends, family, and strangers for the greater good? What impact are you making on your community? How do you rise when you fail? How do you deal with change in an uncertain environment? And do you know your personal why? These questions and more will be discussed by Ruben Minor, the president of RAM Enterprises, an organization that focuses on speaking, training, and coaching individuals and groups regarding leadership, team dynamics, relationship building, fundamental...
S3E10. The Therapeutic Value of Improv with Margot Escott
June 08, 2020 10:00 - 40 minutesWould you believe that improv is used in the medical world? Margot Escott is a clinical social worker, licensed therapist, and professional speaker who has presented workshops and seminars on the therapeutic value of humor and play for over 30 years. She has studied and performed improv and was trained by some very well-known improvisers such as Gary Schwartz and friend-of-the-show Jay Sukow. In her practice, she uses improvisational theater exercises combined with cognitive behavior educatio...
S3E9. Artificial Intelligence is the Future of Accounting with Jody Padar
May 25, 2020 10:00 - 47 minutesCan artificial intelligence enhance your accounting practice? It absolutely can. Jody Padar is the VP of Strategy with Botkeeper, a company that combines artificial intelligence and machine learning technology with high-quality skilled accountants to deliver a full suite of bookkeeping and pre-accounting solutions to accounting firms and their clients. She’s also the author of “The Radical CPA: New Rules for the Future-Ready Firm,” a book that sparked a movement within the accounting professi...
S3E8. We Need Laughter Now More Than Ever with Brian Walter
May 11, 2020 10:00 - 51 minutesBrian Walter is the co-founder of Extreme Meetings Inc, and for over 25 years, he has specialized in transforming meetings from boring to exciting. Brian is also the past president of the National Speakers Association Board of Directors from 2017 to 2018. Brian brings his approach, knowledge, and leadership style into this discussion about leadership during a pandemic, and he has some great advice for keeping a positive attitude even in the face of a crisis. As we hopefully begin the slow pr...
S3E7. The Funny Thing About Stress with Kay Frances
April 27, 2020 10:00 - 48 minutesKay Francis is a professional keynote speaker and the author of the book The Funny Thing About Stress: a Seriously Humorous Guide to a Happier Life. Laughter is one of the best coping mechanisms in dealing with stress. According to an article published by the Mayo Clinic in April 2019 titled "Stress relief from laughter? It's no joke" when it comes to relieving stress, more giggles are just what the doctor ordered. To learn more, and for the complete show notes, visit: petermargaritis.com R...
S3E6. How to Recover from Disaster Faster with Jennifer Elder
April 13, 2020 10:00 - 36 minutesIn times of heightened stress, one way of coping is to reach out to the experts that know how to deal with disasters effectively. One such expert is Jennifer Elder, the self-proclaimed “Diva of Disaster” and author of Faster Disaster Recovery: A Business Owner's Guide to Developing a Business Continuity Plan. She talks about what we can do to change our mindset, change our approach, and change our attitude in dealing with this global pandemic. To learn more, and for the complete show notes, ...
S3E5. An Improviser's Approach to COVID-19 with Jay Sukow
March 30, 2020 10:00 - 49 minutesWe are all dealing with the stress of the unknown circumstances regarding the coronavirus pandemic. Improv has always been an incredibly impactful way to deal with the daily stressors of life and — in the midst of this global situation — is more useful than ever in helping to cope with overwhelming levels of stress. Jay Sukow joins us today to talk about how we can use the principles of improv to help make a difficult situation more bearable. To learn more, and for the complete show notes, v...
S3E4. Being an Authentic Leader with Christopher R. Jones
March 16, 2020 10:00 - 49 minutesChristopher Jones speaks, coaches and advises leaders to become the type of leader others want to follow — as he calls them, authentic leaders. The very first time Christopher was put into a leadership position he failed miserably. He had thought before getting that position, “How hard can this leadership thing be?” He had worked with great leaders and terrible leaders beforehand, and those that were great made it look so easy. But once he got into that role, he realized it’s just so much mor...
S3E3. Making Accounting Come Alive with Peter Frampton
March 02, 2020 11:00 - 51 minutesPeter Frampton has found a way to make accounting come alive. Peter is a financial literacy advocate. He's a Co-Founder of Color Accounting International, which teaches finance to non-financial people using a breakthrough graphical system. What lights Peter up is awakening people to a life of abundance. A better understanding of accounting will only help you and your employees become better stewards of your organization. The more that you and your employees have a basic understanding of acco...
S3E2. We Are The Sum of Our Experiences with Dino Tripodis
February 17, 2020 11:00 - 1 hourDino Tripodis spent twenty-four years as the morning co-host on WSNY 94.7 FM, nicknamed Sunny 95 in Columbus, Ohio. He is also a headlining comedian, podcaster, actor, producer, writer, published author, professional speaker, and philanthropist. Dino is the co-writer, co-producer, and actor in the 2017 movie, The Street Where We Live. Dino shares how he has stumbled through his various careers in life, how our experiences in life shape us, and how we can use that to find common ground and rel...
S3E1. Ego is Getting in the Way of Empathy with Brian Comerford & Nick Lozano
February 03, 2020 11:00 - 1 hourBrian Comerford and Nick Lozano are co-hosts of the Lead.exe podcast, which covers topics ranging from leadership, emotional intelligence, design thinking, and many more. Brian is a digital leader and serial entrepreneur, notable as co-founder of Radiovalve.com, an I-radio station among the first generation of web casters. Nick is a technologist and entrepreneur. He has experience in working in technology and leading teams at Accenture, CornerStack, and a major trade association. They discus...
S2E46. Looking Ahead at Season 3
January 20, 2020 11:00 - 12 minutesHappy New Year! 2019 was a very good year for this podcast. The show was originally titled Improv is No Joke and on April 30, 2018, the name was changed to Change Your Mindset with Peter Margaritis, CPA. The overarching theme of this podcast is leadership, with a heavy emphasis on improv as a leadership enhancer. We are currently lining up guests for the upcoming season and need your help. What topics would you like to hear more about, and what guests would you like to see interviewed on the...
S2E45. How to Retain Employees Longer with Cara Silletto
January 06, 2020 11:00 - 53 minutesHow do we keep our best and brightest employees? What is the true cost when an employee leaves the company? Are we at risk of losing some of our most talented, tenured, and loyal employees? Is a quarterly financial reporting model having an effect on our retention strategy? Those questions and more will be answered by Cara Silletto, the Chief Retention Officer in her consulting firm. To learn more, and for the complete show notes, visit: petermargaritis.com Resources: Learn more at: weredu...
S2E44. Becoming a Better Leader with Roxanne Kaufman-Elliott
December 23, 2019 11:00 - 52 minutesRoxanne Kaufman-Elliott is the founder of Roxanne Leadership. Roxanne is a warm, down to earth, authentic person who is dedicated to helping others become the best of themselves. She is passionate about unleashing the leader in others. She's dedicated to helping people and organizations create cultures, lives, and legacies of genuine and authentic leadership and success. She talks about what it takes to become a strong leader, what leadership means today, and how to enact the change in your l...
S2E43. Learning New Skills by Getting In The Game with Darren LaCroix
December 09, 2019 11:00 - 52 minutesDarren LaCroix is the only speaker in the world who is a Certified Speaking Professional, an Accredited Speaker, and a world champion of public speaking. He's also the co-host of Unforgettable Presentations podcast. Darren always stresses, "Don't go for the designations to get the letters after your name. Do it for the professional you will become in the process." Darren’s story of failed entrepreneur to budding comedian and eventually world renowned public speaker is an incredible journey, ...
S2E42. Being a Strategic Partner for Businesses with Ken “Mr. Biz” Wentworth
November 25, 2019 11:00 - 38 minutesKen "Mr. Biz" Wentworth is the host of a successful radio show, B2B Radio, which focuses on helping business owners. He’s developed expertise during 20 plus years in leadership positions while rising to the top 3% at a Fortune 15 company, and is the bestselling author of two business books. Ken works with small to medium-sized businesses that are really good at what they provide, but need some help on the financial side to run their business a little more profitably. He’s an on-demand CFO. P...
S2E41. From Fear of Public Speaking to TedX Through Improv with Dr. Mihaela Jekic
November 11, 2019 11:00 - 31 minutesDr. Mihaela Jekic is a money coach, author and TedX Speaker. Mihaela helps professionals and entrepreneurs transform their money mindset, help them get unstuck financially, and build a business and life they love. Her story of how she went from war-torn Bosnia, attending a school where she didn’t speak the language, and discover improv as a way to get her over her fear of public speaking and shatter the negative beliefs she had about herself is truly fascinating. To learn more, and for the ...
S2E40. Get The Sleep You Need by Breathing Right with Tara Clancy
October 28, 2019 10:00 - 34 minutesTara Clancy is a speaker, author, and sleep expert. Tara is also a member of the National Speakers Association and currently serves as the President of the Connecticut Chapter. Tara has a lot of great tips and advice for us to think about during our day as it relates to our daytime and our nighttime breathing in order to get a good night's sleep. She discusses the long-term ramifications of nighttime breathing issues and the effect it has on our bodies and on our brains. To learn more, and fo...
S2E39. Raising Self-Esteem Through Improv Techniques with Eileen Kahana
October 14, 2019 10:00 - 43 minutesEileen Kahana is the Founder and CEO of a Chicago nonprofit, Room to Improv, a non-profit dedicated to raising the self-esteem of students, veterans, and seniors, and, ultimately, empowering them to enrich their lives. Improv had always been a part of Eileen, but it was only recently that she discovered its name and process. After retiring from an accomplished career as a teacher and mentor from the Chicago Public School System, Eileen challenged herself to take an improv class at the Second ...
S2E38. Entering the Niche Realm of Forensic Accounting with Chrissie Powers
September 30, 2019 06:00 - 38 minutesChrissie Powers is the Founder of Powers Forensic Accounting LLC. Chrissie's experience includes investigations involving diversion of corporate assets, fraud examination and investigation, forensic accounting and record reconstruction, damaging claims analysis and documentation, and providing valuation of closely held businesses for purposes of divorce, estate, and purchase, or sale. Chrissie started her career in the traditional public accounting world doing tax and audit work. Early in her...
S2E37 - Ralph Picano | Adapting to New Technology in a People-Focused Industry
September 16, 2019 06:00 - 41 minutesRalph Picano is the CFO and a member of the board of directors for Wade Trim, an almost 100 year old engineering firm. As a CFO, the thoughts that keep Ralph up at night are the ones related to his company’s largest expense: It’s employees. The engineering industry bills hourly. They provide talented people to perform services for clients, and they charge their clients to create value and give them a reason to pay them. The fact that their largest expense in the company itself is payroll mean...
S2E36 - Kevin McCarthy | Uncover Your Blind Spots to Make Better Decisions
September 02, 2019 11:00 - 1 hourMy guest today is Kevin McCarthy, author of the bestselling book, Blind Spots: Why Good People Make Bad Choices. Kevin works globally with industry leaders to reveal blind spots to unleash the potential in organizations and teams. Kevin spent 33 months in a federal prison for a crime he didn't knowingly commit. His boss at the time was committing stock fraud, and when Kevin discovered this, he realized he had these severe blind spots. How did he wind up working for this boss, and how could he...
S2E35 - Dave Caperton | Using Humor to Open People Up to New Mindsets
August 19, 2019 10:00 - 49 minutesMy guest today is Dave Caperton. Dave is an author, speaker and thought leader on ways that joy drives success. Dave uses humor to teach corporations, associations, individuals, and groups how living and working with intentional joy is an act of leadership and a disciplined will. He has 20 years of real-world experience speaking, coaching, and writing about the benefits of a joyful mindset in a business context, including how to unleash creativity, improve health, increase engagement, superch...
S2E34 - Bill & Don Tomoff | From Compliance Learning to Lifelong Learning
August 05, 2019 10:00 - 1 hourMy guests today are Bill and Don Tomoff, who are both CPAs who like to say they aren’t your typical accountants. Bill Tomoff is currently a CFO for InstallNET International and a consultant with Invenio Advisors, focusing on training and professional development. Bill volunteers with and is on the board of directors of Special Love, an organization serving children and families fighting childhood cancer. Don is the founder of Invenio Advisors LLC, a consulting firm specializing in information...
S2E33 - Jay Sukow | Teaching Improv to Businesses, Actors, & Everyone Else
July 22, 2019 10:00 - 1 hourJay Sukow believes that the world will be a better place if everyone takes just one improv class - and I agree! Jay is trying to make that world a reality as the founder of Today Improv, where he teaches improv to actors, businesses, and everyone else around the world. He is currently on faculty at The Second City Hollywood and former faculty member at The Second City Chicago. Some of those he has trained with include Stephen Colbert, Stephen Carell, Dave Razowsky, Keith Johnstone, and Del Cl...
S2E32 - Dr. Gleb Tsipursky | Never Go With Your Gut
July 08, 2019 11:00 - 39 minutesDr. Gleb Tsipursky is a disaster avoidance expert with over 20 years of experience dramatically empowering leaders and organizations to avoid business disasters by addressing potential threats, maximizing unexpected opportunities, and resolving persistent personnel problems. Gleb serves as the CEO of a boutique consulting and training firm, Disaster Avoidance Experts, whose clients range from Fortune 500 companies to mid-sized businesses and nonprofits. He's also the author of a national best...
S2E31 - Brian Wagner | A Radical Vision: Eliminate Your Blind Spots to Gain Clarity
June 24, 2019 11:00 - 47 minutesMy guest today is Brian Wagner, Founder and CEO of A Radical Vision, an organization with a powerful mission statement: "It took a crippling disease for us to understand that we have no vision. Losing our sight allowed us to gain vision. That was the greatest gift that's ever been given. We can't hide from our adversity. Our goal is to help others recognize their adversity, go blind, and gain vision. This happened to us. And now, we want to help others have that same focus.” A Radical Vision...
S2E30 - Robin Thieme | Creating a Virtual, Outsourced CFO Solution
June 10, 2019 11:00 - 56 minutesMy guest today is Robin Thieme, the Founder of KBS CFO, which is an outsourced CFO and accounting department solution for growing sustainable and profitable businesses. She has over 30 years of financial and accounting experience, a passion for the efficiencies that new technologies enable, and a dedication to small businesses. One of the things that really impresses me about Robin and KBS is that she was creating a virtual organization long before cloud computing was a mainstream term – and ...
S2E29 - Phillip Lovegrove | Becoming a Needs-Based & Hands-On Personal Service for Your Clients
May 27, 2019 06:00 - 43 minutesMy guest today is Phillip Lovegrove, who's a partner in the personal financial planning firm of Vorisek Financial Corporation. Now, many of the financial planners that I've interacted with in the past could not or would not adapt their conversation to meet the needs of their clients. Instead, many only seem to be serving their own needs and, at times, come across condescending. Phil is just the opposite. Phil believes in taking a needs-based approach and providing hands-on personal service f...
S2E28 - Amy Franko | Cultivating The Modern Seller Mindset & Skill Set
May 13, 2019 11:00 - 44 minutesMy guest today is Amy Franko, who is a strategic sales expert, author, and keynote speaker. Amy had a successful business-to-business sales career with global technology companies like IBM and Lenovo before, in 2007, she pivoted into entrepreneurship and launched the training firm Impact Instruction Group. Now, Amy works with professional service firms, helping them grow business development results and build firm leaders. Amy also recently released a book, The Modern Seller, which is not a ...
S2E27 - Samantha Bowling | MindBridge: Making AI Accessible to Small Accounting Firms
April 29, 2019 10:00 - 49 minutesMy guest today is Samantha Bowling, who's an Audit Partner at the accounting firm of Garbelman Winslow in Maryland and the current Chair of the Executive Board of the Maryland Association of CPAs. This episode is focused on public accounting, but it also has great implications to business and industry accounting professionals. So, I encourage anyone in accounting – or just interested in how AI is going to change the nature of work – to listen to the interview and decide how these technologies...
S2E26 - Kimberly Ellison-Taylor | Community, Mentorship, & Adaptability: The Ingredients for a Better Future
April 15, 2019 10:00 - 1 hourToday I have the pleasure of introducing you to Kimberly Ellison-Taylor, a powerhouse in the accounting profession whose drive, energy, and passion is unparallelled. Kimberly is currently a Global Strategy Leader at Oracle, and she has held positions at NASA's Goddard Space Flight Center, Motorola, KPMG, as well as having a role in government in Prince George's County, Maryland. On top of that, from 2016 to 2018, Kimberly served as 104th Chairman of the American Institute of CPAs, where she r...
S2E25 - Cara North | Networking & Opportunity: Cultivating a Growth Mindset
April 01, 2019 10:00 - 49 minutesCara North is a learning experience designer at THE Ohio State University and the President of the Central Ohio Chapter of the Association for Talent Development. However, I did not invite her to be a guest on this podcast because of her day job. I invited her to be a guest because, as she says, "I love connecting others to people and opportunities." She loves networking, making connections, and creating opportunities – and I know that is a big fear for a lot of people, but it’s also a neces...
S2E24 - Lucy Hayhurst | How to Avoid the Busy Season 10 (Pounds)
March 18, 2019 10:00 - 42 minutesI've been out of public accounting for a number of years, but one thing I remember vividly was the busy season 10: the additional 10 pounds I gained because of all the pizza, the fast food, and the lack of exercise. So today, I asked licensed and registered dietitian and nutritionist Lucy Hayhurst to be our guest and provide us with some strategic tips on how to avoid the busy season 10. Lucy is co-founder of Well Balanced Nutrition, where their goal is to help people worry less, love what th...
S2E23 - Jennifer Elder | What, So What, Now What: How Accountants of the (Near) Future Will Add Value
March 04, 2019 11:00 - 49 minutesJennifer Elder works with financial leaders to become more strategic, stay ahead of the competition, and be more successful. As a consultant and keynote speaker, Jennifer is known for being energetic and enthusiastic, and she has the natural talent for taking complicated topics and making them simple, practical, and immediately implementable. CPA Practice Advisor named Jennifer one of the Top 25 Women in Accounting in 2018. The American Institute of Certified Public Accountants and the Maryla...
S2E22 - Bill Sheridan | Becoming Future-Proof
February 18, 2019 09:00 - 53 minutesBill Sheridan is the Chief Communications Officer at the Maryland Association of CPAs and the host of Future-Proof, a podcast in which Bill has interviewed a wide variety of leading thought leaders in the accounting profession and in corporate America. We discuss whether the profession is moving in the direction of becoming more future-proof, or future-ready, through the lens of the conversations he’s been having with his guests for nearly a year. So, let’s get right to it: is the profession ...
S2E21 - Gary Zeune | The Pros & The Cons: Why White Collar Crime Happens (& How to Prevent It)
February 04, 2019 11:00 - 59 minutesWe would like your feedback on today's podcast by answering this quick two-minute survey: https://www.surveymonkey.com/r/MS2T6P6. Thank you so much for your support. My guest today is a gentleman who knows more about fraud than just about anyone else in the accounting and finance profession: Gary Zeune, CPA, Managing Director of The Pros & The Cons. The Pros & The Cons is the only speaker bureau in the country specializing in white-collar criminals. His 40 plus ex-con speakers tell th...
S2E20 - Jennifer Briggs | Indiana’s Competency-Based CPA License Renewal Law, One Year Later
January 21, 2019 11:00 - 54 minutesJennifer Briggs is the CEO of the Indiana CPA Society, and we talked about a year ago about the State of Indiana’s House Bill 1467, which allows competency-based learning through professional development opportunities to qualify accountants for accountant certificate renewal. Today, we follow up on that conversation to check in on the progress that they have made, learn about any unforeseen challenges that they may have faced, and how they handle these challenges. To recap, in 2010, t...
S2E19 - Allen Lloyd, Boyd Search, & Chris Jenkins | Roundtable Discussion: The Future of the Associations, Technology, & Fellowship
January 07, 2019 11:00 - 1 hourHappy New Year, everyone! As I thought about 2019, I wanted to get off on the right foot – and I wanted to try something a little different. So today, I interview three wonderful guests at the same time. And you know what? It was a blast! Our guests are Allen Lloyd, CEO of the Montana Society of CPAs; Boyd Search, CEO of the Georgia Society of CPAs; and Chris Jenkins, CEO of the South Carolina Association of CPAs. All three are CEOs who used to work for the Ohio Society and are now runnin...
S2E18 - Karl Ahlrichs | Multitasking is a Myth
December 24, 2018 11:00 - 46 minutesWe, as humans, are not wired to multitask – but we’re also addicted to it! So today, we’re going to learn about why multitasking doesn’t work and then some strategies we can use to be more productive. I thought this would be a perfect episode to end the year, as the accounting community’s busy season is lingering on the horizon. We’re joined by third-time guest Karl Ahlrichs, a human capitalist consultant who knows a thing or two about how individuals and teams really get things done. ...
S2E17 - Stephanie Feger | Color Today Pretty
December 10, 2018 11:00 - 44 minutesStephanie Feger is a passionate communicator who believes that a shift in perspective can help people live truly fulfilling lives. After working in the public relations and marketing industry for over 15 years, she realized that happiness isn't found in what society deems important and felt a calling to help others reach their fullest potential while embracing all that life has to offer. Now an author, professional speaker, motivational blogger, book publicist, and home decor business own...
S2E16 - Carrie Sechel | You Have the Power to Pivot & Permission to Love
November 26, 2018 11:00 - 52 minutesCarrie Sechel is an entrepreneurial business consultant, speaker, and the bestselling author of BASE Jump: Finding Yourself in an Unfulfilling Professional World. Before creating her business, Carrie spent 18 years in public accounting, including seven years as a partner with Deloitte. Carrie always knew she wanted to start a business at some point, but she struggled, and her fear of leaving Deloitte was so great that she nearly broke down before finally deciding to move on. It was hard w...
S2E15 - Sean Kenny | How PrepLink Plans to Transform Public Accounting
November 12, 2018 11:00 - 49 minutesSean Kenny is the Co-Founder of PrepLink, a platform that allows accounting firms to work with freelance CPAs remotely, flexibly, and on demand. He is on a mission to transform the landscape of public accounting, and as you’ll hear in this episode, he is extremely passionate about this mission (and, personally, I think PrepLink is going to evolve into something very special). Before founding PrepLink, Sean worked as a CPA for several firms in their tax departments, and the idea was born out...
S2E14 - David Krebs | Making Tax Law Fun
October 29, 2018 10:00 - 50 minutesHave you ever laughed out loud at a tax seminar? Do you wish that you could understand complex tax law in simple terms? Would you like to make more money with great tax planning strategies? You may not believe it’s possible – mostly the laughing part – but today’s guest, David Krebs, is here to prove you wrong. David is an author, speaker, Thomson Reuters Gear Up Tax Class teacher, silver-certified bowling instructor, and Olympic Calculator Edition champion, and he is unique in the tax sp...
S2E13 - Kristen Rampe & Jason Lieu | Slide Deck Improv: Practice Presentations, Build Confidence, & Have Fun
October 15, 2018 10:00 - 38 minutesI recently started facilitating an experimental new professional development program called Slide Deck Improv, and today I am excited to introduce you to two of partners in crime in this venture, Kristen Rampe and Jason Lieu. Kristen is the creator of Slide Deck Improv, a 10-year veteran of public accounting, and the owner of Kristen Rampe Consulting. Jason actually worked for Kristen during his short tenure as an accountant, but he left the profession to pursue improv and acting. Now he’s ...
S2E12 - Courtney Kirschbaum | Give Humanity a Seat at the Table
October 01, 2018 10:00 - 42 minutesMy guest today is Courtney Kirschbaum, who I had the pleasure of speaking with after her keynote address at the Georgia Society of CPAs’ Southeastern Accounting Show in Atlanta. Courtney’s keynote address was titled “The Beginning of the End or the End of the Beginning?” and it focuses on the idea that everything old is new again, especially when it comes to panicking about the younger generation. This talk was first inspired by a quote from Socrates: “The children now love luxury; they h...
S2E11 - Kate Colbert | Think Like a Marketer
September 17, 2018 10:00 - 57 minutesMy guest today is Kate Colbert, the Founder & President of Silver Tree Communications and Silver Tree Publishing and the author of the newly released book Think Like a Marketer: How a Shift in Mindset Can Change Everything for Your Business. Kate provides great marketing advice for people in any kind of business, and she tailored this conversation for the financial professional. Now, this isn’t about converting accounting and finance professionals into marketers – It's about helping people ...
Rebekah Brown | The Rising Tide Lifts All Boats: Why the MACPA & BLI Want to Train Every CPA to be Anticipatory & Future-Proof
September 03, 2018 10:00 - 52 minutesRebekah Brown is the Director of Development for the Maryland Association of CPAs and the Business Learning Institute. Rebekah frequently presents to groups both locally and nationally on the future of the accounting profession and, as a certified Insight to Action facilitator, she has guided firms, nonprofits, and accounting professionals in the United States and Canada in their strategic planning process. On top of all the work that Rebekah does, she’s just downright passionate about th...