Afleveringen
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Kaplan Mobray, motivational speaker, consultant, and award-winning author of The 10 K’s of Personal Branding, joins Christopher Mitchell to talk about how and why you need to build a personal brand to stand out in your career. In this conversation, they discuss the importance of showing up as your whole self, how to be intentional when building your personal brand, the unwitting or unintentional factors that can become a part of your brand, and how to change the narrative.
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Amelia Bernal-Valencia, VP of Strategic Accounts at Robert Half, sits with host Christopher Mitchell to discuss the importance of community within the profession. Herself a first-generation Mexican American, Amelia Bernal-Valencia credits her success to a drive to pave the way for others, paired with opportunities from sponsors who saw her potential. Hear how she devotes her career to providing a voice for young professionals and learn how to find the mentors and sponsors that will help you grow your success.
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Zijn er afleveringen die ontbreken?
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It’s not every day that you come across $1.7 billion. But for Portfolio Manager, Nate Palmer, this is his everyday number. Nate joins us to share his career journey from CPA to Portfolio Manager at a multibillion-dollar asset management firm, where he runs a long-short fund that creates revenue through smart investments. Learn from his experience building a career in his area of interest, constantly learning new skills to advance his opportunities.
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Leah Fitz started her career in the capital markets group at a Big 4 firm, loving the learning until it was time for a new challenge. Learn how maintaining early relationships for years helped her find her next 3 roles, including taking a company public and building an accounting and finance function from the ground up. Now VP of Finance, Leah Fitz shares how to take your career from licensed CPA to wherever you want to go.
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Herschel Frierson is a partner at Crowe public accounting firm and the current chair of NABA (National Association of Black Accountants). He joins host Christopher Mitchell to discuss attracting new talent into the accounting workforce, sharing recruitment strategies and personal experiences. He openly talks about his own journey to success and his responsibility to use this platform to attract and support new talent. Learn how he opens opportunities for more professionals to enter and advance within the profession.
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Withum CDO, Bill Bradshaw, joins host Christopher Mitchell to focus on how accounting workplaces approach talent acquisition and company culture. Bill Bradshaw, a self-titled "recovering CPA"—discusses the need for boldness and agility in talent acquisition, engagement, and development strategies to hire the best people for the job and adjust to the rapidly changing needs of today's accounting professionals.
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Tory Bauman is a CPA and VP of Finance at Zayo, an international fiber optic networking company. Listen to her refreshingly honest perspective about growing her career from a Big 4 firm through a finance position, starting her own firm, and eventually coming back to finance. Learn from her story showcasing the breadth of what is possible with a background in accounting.
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Guylaine Saint Juste, President & CEO of the National Association of Black Accountants (NABA), joins Christopher Mitchell to discuss how DEI initiatives are changing (not always for the better) and the importance of having an organization to represent the voices of Black business leaders and create spaces for connecting, and learning. They also dig deeper into the "pipeline issue" amidst corporate layoffs and how to create, establish, and maintain a space at the table.
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T.C. Whittaker went from CPA to audit expert to business builder. He’s now Co-Founder and CEO of Audit Sight, a leading technology platform that eliminates manual work for auditors, diligence and private equity providers by automating financial transaction verification —with exciting projects in the pipeline, including a partnership with Amazon Web Services (AWS). Learn about his unique approach to building companies, the passion that has inspired his journey, and how an accounting background can grow into successful entrepreneurship.
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Efficiency, productivity, and revolution in how we do business: that’s the craze of Artificial Intelligence. But inherent to these big rewards are also big risks. Join CPA, entrepreneur, and SOC reporting specialist, Christopher Johnson, as he dives into an analysis of AI in accounting. He shares insights on the uses of AI within the profession, ways to ensure that it does not compromise data safety, and his outlook on the continuing integration of AI technology.
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If you thought you knew AI, think again. Guest Kevin Rockecharlie joins us to discuss his specialty, at the convergence of technical data management and accounting services. He currently helps firms of all sizes best leverage tech for their compliance and information technology needs. In this episode, he pulls back the curtain on AI—discussing the AI obsession across industries and all its many definitions, as well as what it really means for accounting and finance professionals.
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We sit with Okorie Ramsey, leader in the profession and former chair of the AICPA—now Vice President of Sarbanes/Oxley (SOX) for Kaiser Permanente. Mr. Ramsey discusses his insights into the future of accounting, including what is needed to inspire new accountants and the importance of creating a “bigger table” for a diversity and equality of voices. Get an expert’s advice on building relationships, creating sustainability, and other key initiatives for the health and advancement of the accounting profession.
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CEO of the Association of Latino Professionals for America (ALPFA), Damian Rivera, shares his unusual career path from engineering to corporate executive to non-profit leader. His passion for giving back to his community spurred his entry into ALPFA leadership, where 60-65% of members are accountants. Convinced of the power of an accounting degree to revolutionize entrepreneurship and small businesses nationwide, Damian is committed to offering access to infrastructure, education, and opportunities in the field.
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Laura Thompson, CPA, shares her journey to becoming the CFO of a private equity firm. After 10 years in Big Four, she moved into private industry on the fast-track to leadership—fighting the feeling of imposter syndrome to achieve success. She emphasizes the power of hard work, building and maintaining relationships, and the range of opportunities with a degree in accounting.
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Brittani Dorociak, is a CPA and CFO of a family office that handles a broad range of investments. She loves her job now and it took work to get there. Learn about what helped her the most on her career journey, how she finds work-life balance, and the surprising connection between work challenges and career fulfillment.
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Is eliminating the 150 hours requirement the key to building the professional pipeline? Host Chris Mitchell sits down with Kimberly Ellison Taylor, founder and CEO of KET Solutions, LLC to discuss how to build a stronger future for the accounting profession, and how getting rid of the 150-hour requirement may not be the best solution to increasing the amount of CPAs. Instead, the solution may lie in reshaping current CPAs' attitude toward the profession and how to act as ambassadors to a new generation of prospective accountants and strengthening DEI initiatives to connect with a wider audience. Kimberly also outlines her five E's for success that will benefit both prospective and experienced CPAs.
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