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The State of Business with the Ohio Society of CPAs
21 minutes | Oct 21, 2021
Expert tech advice to help your career and business
"Expert tech advice to help your career and business " We're highlighting some of our recent episodes covering technology and the advice past guests on the show gave on how this area can improve your career and business. Listen to these episodes in full below: The value in embracing cryptocurrency for accountants https://podcasts.apple.com/us/podcast/the-value-in-embracing-cryptocurrency-for-accountants/id1377649472?i=1000531014355 How one CPA navigates rural clients and technology https://podcasts.apple.com/us/podcast/how-one-cpa-navigates-rural-clients-and-technology/id1377649472?i=1000534021165 Protection from cyber hackers takes commitment https://podcasts.apple.com/us/podcast/protection-from-cyber-hackers-takes-commitment/id1377649472?i=1000535463775
22 minutes | Oct 13, 2021
A CPA‘s perspective on failing CPA exam sections, networking tips and more
"A CPA's perspective on failing CPA exam sections, networking tips and more" In this episode we're speaking with Courtney Arrington, a CPA in Virginia who writes the blog "The Accounting Struggle," that provides guidance for students and professionals with CPA exam study tips, networking advice and more. We discussed what the process was like for her to grow her blog following, the value in being open about your failures in the profession, advice for young professionals and much more. Here’s what she had to say.
17 minutes | Oct 6, 2021
The opportunities and challenges of the construction and real estate industries
"The opportunities and challenges of the construction and real estate industries" In this episode I’m speaking with Doug Houser, CPA, principal, director of construction & real estate services at Rea & Associates about the construction and real estate industries. We discuss how the industries have fared during the pandemic, what hurdles they still are dealing with, what CPAs who serve these industries should know and much more.
25 minutes | Sep 29, 2021
How subscription model pricing can help you beat your competitors
"How subscription model pricing can help you beat your competitors" In this episode we're speaking with Ron Baker, CPA, founder of the VeraSage Insititute and Soul of Enterprise talk show about the subscription pricing model for firms. We discussed the profession’s reaction to the subscription model, misconceptions, how to get started and much more. You can hear more from Ron at our upcoming Virtual Accounting Shows in October and November, register here: https://ohiocpa.com/cpe/major-conferences/accounting-shows
21 minutes | Sep 22, 2021
How to manage a difficult employee
"How to manage a difficult employee" In this episode we're speaking with Eileen Connor, director of human resources at Bober Markey Fedorovich, about how to manage a difficult employee. We discuss what being a difficult employee means, how to have a discussion about behavior, the impacts difficult employees have on the organization and others and much more.
17 minutes | Sep 15, 2021
Protection from cyber hackers takes commitment
In this episode we're speaking with Greg Gomach, senior client executive at DMC Technology Group and part of Ohio CPA proud organization William Vaughan Company. We talk about the threat of ransomware, how to handle it internally and what to tell your clients, steps to take if you discovered you’ve been hacked with ransomware and much more.
16 minutes | Sep 8, 2021
Manufacturers find ways to pivot, adapt to pandemic challenges
"Manufacturers find ways to pivot, adapt to pandemic challenges" In this episode we're speaking with Jason Tuma, CPA, partner at Sikich LLP on how the manufacturing industry is handling the pandemic. While Jason said many of his clients have figured out the best way to safely work during COVID, they’re still encountering roadblocks. We discussed the Sikich Industry Pulse survey on Manufacturing and Distribution, how the manufacturing industry is handling vaccines, some of the biggest pain points for the industry and much more.
25 minutes | Sep 1, 2021
How one CPA navigates rural clients and technology
In this episode we're speaking with Shayna Chapman, CPA, founder and chief strategist at Shaynaco, which offers tax management, advisory services and accounting technology and consulting. We discussed the impact of technology when working with rural clients. The pandemic forced almost everyone to begin using virtual technology to run their businesses, but what about those who have almost no internet connection and no desire to move any of their business dealings virtual? We talked about how to best interact with rural clients when it comes to technology, unique issues rural clients face that others don’t, how CPAs can be successful when serving a rural population and much more.
11 minutes | Aug 25, 2021
OSCPA Executive Board Chair shares insights on profession and leadership
"OSCPA Executive Board Chair shares insights on profession and leadership" In this episode we're speaking with Lori Kaiser, the CEO of Kaiser Consulting and the Chair of the Ohio Society of CPAs Executive Board. Lori has been a member of OSCPA for more than thirty years, and we discussed how she first became involved in the board, what she’s learned through serving on boards over the years, her goals for OSCPA during her time as board chair and more.
23 minutes | Aug 18, 2021
DE&I in focus: Retaining diverse leaders
"DE&I in focus: Retaining diverse leaders" The accounting profession must work persistently on its culture and continue developing its pipeline to address a lack of diversity in its leadership. That was the conclusion of a study of diversity, equity, and inclusion in the U.S. accounting profession conducted by The Institute of Management Accountants – with help from The Ohio Society of CPAs. On this episode, Loreal Jiles, lead researcher on the study and IMA Director of Research, leads a conversation with Scott Wiley, president and CEO of The Ohio Society of CPAs; and Margaret Finley, OSCPA's diversity, equity and inclusion strategist. They discuss the challenges that are preventing diverse accounting employees from advancing, how professional organizations can help and more. Learn more on this topic in the upcoming September/October issue of CPA Voice.
17 minutes | Aug 11, 2021
The future of the CPA Exam
"The future of the CPA Exam" We're speaking with Daniel Dustin, CPA, Vice President, State Board Relations at NASBA and Julia Woislaw, Senior Manager, of CPA Evolution at AICPA about CPA Evolution. It’s a joint effort of NASBA and AICPA to transform the CPA licensure model to recognize the changing skills and competencies accounting requires today and will require in the future. We discussed where the initiative is at today, how this impacts accounting students as well as current CPAs, the impact this will have on the profession and much more.
22 minutes | Aug 4, 2021
The value in embracing cryptocurrency for accountants
In this week's episode we're talking with Sean Stein Smith, CPA, assistant professor at Lehman College and serves on the advisory board of the Wall Street Blockchain Alliance about cryptocurrency in the financial space. We discuss how financial institutions are reacting to Bitcoin and crypto, what non-fungible tokens (NFT) are, and the cryptocurrency will impact the accounting profession in the future. To hear more from Sean, register for the Financial Institutions Virtual Conference on Aug. 25: https://my.ohiocpa.com/topclass/topclass.do?expand-OfferingDetails-viaTC-Offeringid=10582980
23 minutes | Jul 28, 2021
The career advice from some of our most popular episodes
In this week's episode we're highlighting career advice from popular podcast episodes. Hear from Kim Radison, founder of KKR Consult, on negotiating your next promotion, Celia King of Arrants McSwain on growing your leadership skills andAdrian Mayse, CPA, a tenured Associate Professor and Department Chair of Accounting at Howard University on writing a a picture book that allows children of diverse backgrounds to see themselves on the pages and learn about the accounting profession. To hear these episodes in their entirety, go to the links below: Strategies for negotiating your next promotion https://podcasts.apple.com/us/podcast/strategies-for-negotiating-your-next-promotion/id1377649472?i=1000521465763 CPA writes children's book on growing up to be an accountant https://podcasts.apple.com/us/podcast/cpa-writes-childrens-book-on-growing-up-to-be-an-accountant/id1377649472?i=1000513462193 How working with horses can reveal leadership abilities https://podcasts.apple.com/us/podcast/how-working-with-horses-can-reveal-leadership-abilities/id1377649472?i=1000516148560
23 minutes | Jul 21, 2021
A CPA's perspective on taking career risks
We're speaking with Jacob Schroeder, CPA, cofounder of Hydda Living and founder of Ascend Consulting, LLC about the role risk plays in our personal and professional lives. We discussed what it’s like to evaluate risk as a CPA, his perspective on risk as an entrepreneur and how to implement a system to determine whether a risk is worth it.
22 minutes | Jul 14, 2021
What to expect working with farming and agriculture clients
In this episode we spoke with Paul Neiffer, CPA, a principal with CliftonLarsonAllen in Washington. He specializes in income taxation, accounting services, and succession planning for farmers and agribusiness processors and he’s a regular speaker at national conferences and contributor at agweb.com, a site that delivers business information on American agriculture. He also has a podcast called The Farm CPA. We discussed Neiffer's passion for agriculture, how farming has evolved over recent years, common misperceptions about farming, what's on the mind of farmers for the rest of 2021 and more.
20 minutes | Jun 30, 2021
What to expect when serving on a board of directors
We're speaking with Barb Smoot, president and CEO of the Women for Economic and Leadership Development. We discussed the process of serving on a board of directors, and you can hear more from her at the July 22, Women, Wealth and Wellness virtual event on the same topic. Go to ohiocpa.com/rise to register. We covered what you should be thinking of first when serving on a board, how to get the most out of your experience, what qualities you’ll need to be successful during your board service and much more.
23 minutes | Jun 23, 2021
How to develop an effective succession planning strategy
In this episode we're speaking with Gene Marks, columnist who has written for publications such as The New York Times, The Washington Post, The Hill, Forbes, Inc. Magazine, Entrepreneur Magazine and Fox Business. Gene has written five books on business management, and is also the host of a weekly podcast called "Small Biz Ahead" with The Hartford, available at sba.thehartford.com We discussed how to develop a strategy for succession planning, the mistakes businesses make, how the pandemic impacted succession planning and much more.
19 minutes | Jun 16, 2021
DEI and mental health
On this week’s episode we’re sharing portions of an interview with Margaret Finley, CPEC, CDP, OSCPA’s diversity, equity & inclusion strategist. Margaret reflects on the George Floyd killing one year later and discusses the impact that it, the pandemic and other events of the past year have had on mental health.
29 minutes | Jun 10, 2021
How to build a successful advisory practice
In this episode we're speaking with Amy Vetter, CPA, about advisory services. Amy is the CEO of The B3 Method Institute, speaker, author and member of the Ohio Society of CPAs executive board. We discussed how firms go about becoming more involved in advisory services, the growth opportunities in the space, how to be strategic and much more. Hear more from Amy at these upcoming learning opportunities: June 22: Advisory Services: The Simple Sales Process https://my.ohiocpa.com/topclass/topclass.do?expand-OfferingDetails-viaTC=1-offeringId=11170204 July – August: The Client Advisory Services Practice Roadmap: The Cherished Advisor Step-by-Step Program https://my.ohiocpa.com/topclass/topclass.do?expand-OfferingDetails-viaTC=1-offeringId=11206535 Sept 1: Advisory Services Virtual Conference https://my.ohiocpa.com/topclass/topclass.do?expand-OfferingDetails-viaTC=1-offeringId=10961012
26 minutes | Jun 2, 2021
How to simplify your life to better pursue your goals
In this episode we're speaking with Rose Lounsbury, speaker, author and simplicity coach. Before everyone was Marie Kondo-ing their closets, Rose said she started her decluttering journey of simplicity to bring more mental clarity and calm to her life and has never looked back. Rose will present on this topic at our July 22nd Women, Wealth and Wellness Virtual Conference, and you can go to ohiocpa.com/rise and check out the conference agenda. We discuss the benefits of simplifying, how to start, how to get others involved and much more.
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