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The State of Business with the Ohio Society of CPAs
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 6: Advisory services workshop that will be available soon! 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.
28 minutes | May 26, 2021
To retain and grow your team, grow your leaders
In this episode we spoke with Rita Keller, an advisor, speaker, and blogger who works with CPA firms on practice management. Rita writes regularly for her blog, Solutions for CPA Firm Leaders, and has been repeatedly named to the Top 100 Most Influential People In Accounting by Accounting Today and as one of Most Powerful Women in Accounting by CPA Practice Advisor. We cover identifying your team’s strengths, supporting a remote team and the difference great communication can make long-term.
27 minutes | May 19, 2021
How to succeed in a post-COVID environment
In this episode we're speaking with John Cavalier, partner of management consulting at Cohen & Company. John recently wrote a blog post on the Cohen website titled “3 Critical Lessons to Incorporate into Your Business in a Post-COVID World” and we discussed on how agility impacts businesses, the mindset organizations should have as they consider their post-Covid moves, what it means to be a purpose-led organization and much more.
27 minutes | May 12, 2021
Strategies for negotiating your next promotion
In this episode we spoke with, Kim Radison Founder of KKR Consult, LLC, on how to prepare for a promotion negotiation, where people make mistakes, how often to ask for a promotion and much more. Kim will present on this topic at the July 22nd Women, Wealth and Wellness Virtual Conference, and you can find out more at ohiocpa.com/rise.
18 minutes | May 5, 2021
The outlook on the restaurant industry in 2021
We spoke with Kristin Metzger, CPA, senior manager at William Vaughan Company, about the state of the restaurant industry. Kristin is the restaurant Practice Leader at William Vaughan and shared insight into assistance the industry has been able to apply for from government, how restaurants have adapted now that vaccinations are becoming more available, the outlook on restaurants for the rest of 2021 and much more.
37 minutes | Apr 28, 2021
High school focuses on building future community leaders
We're speaking with staff members of Cristo Rey Columbus High School, a college-preparatory high school with a Professional Work-Study Program. You’ll hear from Joe Patrick, CPA and president, Somers Martin, the Professional Work-Study Director of Sales and Kristin Mutchler, the professional Work-Study Director of Operations. Students at Cristo Rey participate in the work study program all four years, where they’re able to explore different careers or interests. They go to work five days a month or about one day a week, and a team of students will share a full-time equivalent position. We discussed the value in offering students these experiences, what it means to develop them as future community and business leaders, the impact the COVID-19 pandemic has had on their experiences and much more.
45 minutes | Apr 21, 2021
Edward Mendlowitz on his career, seizing opportunity and the future of the profession
In this episode we're speaking with Edward Mendlowitz, CPA in New Jersey and New York and partner at Withum, an advisory and accounting firm. You might recognize his name not just because he has decades of experience in the profession but you’ve read his writing on AccountingToday, CPA Trendlines or one of many other publications where his byline appears. I spoke with Ed about the path his career has taken, including some of his favorite accomplishments, how he came to write regularly, unexpected opportunities he’s taken and how the profession has evolved.
25 minutes | Apr 14, 2021
What it's like managing a diverse & international team
Rob Whittall, CPA, is the managing partner at Dyke Yaxley and has a team of 14 people with a total of six different nationalities among them. The international experience of the staff is a huge benefit to the firm, as it provides business tax and advisory services to UK businesses looking to grow in the US and counsels US businesses looking to grow in the UK. We spoke with Rob about what it’s like to create a strong culture when people are working in different time zones and come from different backgrounds, how you ensure people feel like their authentic selves at work, the value in learning from your team members and more.
23 minutes | Apr 7, 2021
How working with horses can reveal leadership abilities
In this episode we spoke with, Celia King of Arrants McSwain, a consultancy that helps businesses and individuals with leadership and team-building. In addition to private sessions, Celia offers professionals an opportunity to work with horses to gain a new perspective on their development goals . We discussed the benefits of working with horses in a unique environment, how the accountants she’s worked with have grown from these experiences, how horses respond to leadership and much more.
20 minutes | Mar 31, 2021
How to protect yourself from Social Security fraud
In this episode we're with the Social Security Administration, specifically Brandon Smith, Public Affairs Specialist in in downtown Cleveland and Robert Fenn, the Public Affairs Specialist in downtown Akron. For this episode, we’re taking about fraud and what it means to have your social security information stolen. We get into what you really shouldn’t do with your social security number, what CPAs should tell their clients when it comes to protecting their identity, how accountants can best use the Social Security Office as a resource and much more. And hear more from Robert and Brandon in our episode on March 10th on what accountants should know about social security. Listen here: https://podcasts.apple.com/us/podcast/what-accountants-should-know-about-social-security/id1377649472?i=1000512405443
23 minutes | Mar 24, 2021
Firm CEO shares her perspective on leadership, fear, setting goals and more
March is Women’s History Month and in this episode we’re speaking with a particularly engaging and successful woman, Lori Kaiser, CPA, Founder and CEO of Kaiser Consulting and the Chair-Elect of OSCPA Executive Board. We discussed the growth of Kaiser Consulting, how her leadership had to evolve to match the needs of the business, what it means to support women and girls in their aspirations and much more.
19 minutes | Mar 17, 2021
CPA writes children's book on growing up to be an accountant
In this week's episode we spoke with Adrian Mayse, CPA, who wrote “When I grow up I want to be an accountant,” a picture book that allows children of diverse backgrounds to see themselves on the pages and learn about the accounting profession. Adrian is a tenured Associate Professor and Department Chair of Accounting at Howard University and he is very passionate about diversity, equity and inclusion. We discussed his inspiration to write the book, what he learned during the process, how this book will benefit children and their families and much more.
36 minutes | Mar 10, 2021
What accountants should know about Social Security
In this episode we spoke with the Social Security Administration, specifically Brandon Smith, Public Affairs Specialist in in downtown Cleveland and Robert Fenn, the Public Affairs Specialist in downtown Akron. We discussed the requirements to become eligible for benefits, working and receiving retirement benefits, how spouses factor in and much more.
18 minutes | Mar 3, 2021
How to achieve your goals in 2021
In this episode we spoke with Kristen Schmitt, founder of Thrive to Lead, LLC., a coaching and consulting firm, about setting and achieving your goals. We discussed what goal setting looks like if 2020 threw off your goals completely, how to set realistic goals, when to adapt and change your goals and much more.
27 minutes | Feb 24, 2021
What financial well-being means for business professionals
We spoke with Danetha Doe, a financial psychologist, founder of the aspirational money blog Money & Mimosas and expert on financial wellness in the workplace. We covered how to shift into the mindset of financial well-being, the importance of intentionality in the process, how it evolves throughout life and much more. Learn how you can purchase Danetha's book here: https://www.danethadoe.com/book
29 minutes | Feb 17, 2021
How young professionals can enhance their careers
We spoke with Lindsay Stevenson, CPA about how young professionals can enhance their careers. She has been recognized as 2019 Most powerful women in accounting by the ACIPA and CPA Practice Advisor. She’s a graduate of the AICPA Leadership Academy, Vice President of Finance At 1st Financial Bank USA and owner of Origin Evolution, a management consultant company. We discussed finding ways to make meaningful professional connections, the differences between mentors and sponsors, not being afraid of failure and much more.
20 minutes | Feb 10, 2021
How to negotiate salary depending on your career level
We spoke with Kris McGuigan, founder and CEO of Professional Courage, a career services company, about the nuances that come with salary negotiation. We discussed how salary negotiations differ depending where you’re at in your career, whether you’re just being hired or have been in your role for years, common mistakes made during salary negotiations and much more.
22 minutes | Feb 3, 2021
Pandemic recap: Stay informed in these crucial areas
While the arrival of vaccines is encouraging, we still remain very much in the midst of a pandemic impacting almost every aspect of our personal and professional lives. Since the spring OSCPA has covered the pandemic extensively and in this episode you’ll hear from top experts about the changes brought on by the pandemic and how you can prepare for the future. How scammers are using COVID-19 to their advantage https://podcasts.apple.com/us/podcast/how-scammers-are-using-covid-19-to-their-advantage/id1377649472?i=1000498174705 How the COVID-19 pandemic has impacted M&A https://podcasts.apple.com/us/podcast/how-the-covid-19-pandemic-has-impacted-m-a/id1377649472?i=1000493078756 Managing your personal finances during the COVID-19 pandemic https://podcasts.apple.com/us/podcast/managing-your-personal-finances-during-covid-19-pandemic/id1377649472?i=1000486486359 What you can do to bring your team together during a crisis https://podcasts.apple.com/us/podcast/what-you-can-do-to-bring-your-team-together-during-a-crisis/id1377649472?i=1000473011922
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