Episode 21: : The Guiding Principles of a Good Tax Policy with Annette Nellen

In this episode, Annette Nellen, walks us through the guiding principles that should govern an objective tax policy. One that stimulates economic growth. Professor Annette Nellen, CPA, CGMA, Esq. is the chair of the AICPA tax committee, a professor at San Jose State University, and the writer behind the 21st Century Taxation blog. She is an expert in tax policy, and how to modernize the tax system to accurately reflect the way we conduct business in present day.

Annette has testified before the House Ways and Means Committee, Senate Finance Committee, Senate Small Business and Entrepreneurship Committee, California Assembly Revenue & Taxation Committee, and tax reform commissions and committees on various aspects of federal and state tax reform. 

This episode is brought to you by Avalara.

In this episode, Annette Nellen, walks us through the guiding principles that should govern an objective tax policy. One that stimulates economic growth. Professor Annette Nellen, CPA, CGMA, Esq. is the chair of the AICPA tax committee, a professor at San Jose State University, and the writer behind the 21st Century Taxation blog.

Episode Twenty: Creative destruction of the accounting industry

In the final episode of Season One, we look at how technology and cultural shifts are impacting the accounting industry. Cited in this podcast is Joseph Schumpeter, an Austrian economist, known as one of the greatest intellectuals of the 20th century.

Creative destruction, a term coined by Joseph Schumpeter, describes the process of how innovation deconstructs long-standing arrangements and frees resources to be deployed elsewhere. Schumpeter describes the process as one that results in losses alongside profits.

The accounting industry is undergoing a destruction caused by technology and cultural shifts. Therefore, demanding a new skillset from accounting professionals who wish to remain successful.

In the final episode of Season One, we look at how technology and cultural shifts are impacting the accounting industry. Cited in this podcast is Joseph Schumpeter, an Austrian economist, known as one of the greatest intellectuals of the 20th century.

Episode 19: Ericka Harney, Executive Director of the AFWA

Ericka Harney is the executive director of the Accounting & Financial Women's Alliance (AFWA). The organization serves over 2,000 members across the United States and provides women within the accounting and finance industries, the best tools they need to thrive as professionals.

A former professor, Ericka shares why the education system is not adequately preparing accounting students for a successful career. And which skills accountants need to start developing in order to stay ahead of the curve.

Ericka Harney is the executive director of the Accounting & Financial Women's Alliance (AFWA). The organization serves over 2,000 members across the United States and provides women within the accounting and finance industries, the best tools they need to thrive as professionals.

Episode Eighteen: Okorie Ramsey, Vice President of Finance Compliance & SOX for Kaiser Permanente

In this episode, Okorie Ramsey shares his career journey to becoming Vice President of Finance Compliance & SOX for Kaiser Permanente. Kaiser is regularly listed in Fortune Magazine as one of the largest private U.S. companies.

Ramsey shares insights on how to land a prestigious internship while in college, how the current events around the Affordable Health Care act and cybersecurity affect his day to day tasks, and why nurturing relationships is the biggest key to success as an accounting professional.

In this episode, Okorie Ramsey shares his career journey to becoming Vice President of Finance Compliance & SOX for Kaiser Permanente. Kaiser is regularly listed in Fortune Magazine as one of the largest private U.S. companies.

 

 

Episode Seventeen: 5 steps to become a CFO with George Boyadjis

After watching Larry the bookkeeper help his family's business, George knew that he wanted to pursue an accounting career. He was eleven.

After getting an undergraduate degree in accounting, and then his MBA, George went on to be CFO for four different companies including the University of Minnesota Medical School. As an active member in the Financial Executives International, he is passionate about giving back to the profession and helping up & coming leaders have a thriving career in the financial industry.

In this episode, George shares the five steps you need to take in order to become a successful CFO for a large company.

After watching Larry the bookkeeper help his family's business, George knew that he wanted to pursue an accounting career. He was eleven. After getting an undergraduate degree in accounting, and then his MBA, George went on to be CFO for four different companies including the University of Minnesota Medical School.

 

 

Episode Sixteen: Build a practice you love with Jeff Maddux

In this week's interview on the Future of Accounting podcast, I chat with Jeff Maddux, the lifestyle accountant.


Jeff is a CPA and on his fifth sabbatical, what he calls his fifth #miniretirement.

After working in public accounting, Jeff realized that the traditional accounting career path was not for him. He wanted to build a career that allowed him to travel for several months out of the year and afforded him the freedom to work from anywhere in the world.

Jeff has been able to do just that and has now launched the Lifestyle Accountant community. A membership program where like-minded accountants to connect and find job opportunities that allow them to work while traveling the world.

In the episode, Jeff shares his insights on how to build an accounting career you love and how you can start taking #miniretirements sooner rather than later.

In this week's interview on the Future of Accounting podcast, I chat with Jeff Maddux, the lifestyle accountant. Jeff is a CPA and on his fifth sabbatical, what he calls his fifth #miniretirement. After working in public accounting, Jeff realized that the traditional accounting career path was not for him.

Episode Fifteen: Robotics Process Automation with Dwayne Brown

Dwayne Brown is the Manager of Finance and Risk Services at Accenture.

Brown is currently working on his doctorate with a focus in Conduct Risk Management in Global Financial Institutions.

In this episode, Brown highlights the importance of nurturing relationships, seeking out mentors and what it means to have job that oversees robotics process automation.

Dwayne Brown is the Manager of Finance and Risk Services at Accenture. Brown is currently working on his doctorate with a focus in Conduct Risk Management in Global Financial Institutions. In this episode, Brown highlights the importance of nurturing relationships, seeking out mentors and what it means to have job that oversees robotics process automation.

Episode Fourteen: Forensic Accounting with Dr. Kelly Richmond Pope

In this week's interview on the Future of Accounting podcast, I chat with former forensic accountant turned professor and documentarian, Dr. Kelly Richmond Pope.

Dr. Pope has a doctorate in accounting and is a former Senior Associate for KPMG. 

In this episode, Dr. Pope will share her career journey and the steps you need to take to become a successful forensic accountant.

In this week's interview on the Future of Accounting podcast, I chat with former forensic accountant turned professor and documentarian, Dr. Kelly Richmond Pope. Dr. Pope has a doctorate in accounting and is a former Senior Associate for KPMG.  In this episode, Dr. Pope will share her career journey and the steps you need to take to become a successful forensic accountant.

Episode Thirteen: The step by step process for developing your niche expertise with David Leary

In this episode, David Leary, shares the exact steps you need to take to determine your niche, and how to use your blog and social media to become the go-to expert for businesses within your vertical.

In 2015, David was named by Accounting Today as a "One to Watch" in their Top 100 Most Influential People issue

David Leary is a Small Business Ecosystem Evangelist at Intuit and an innovative force in the small business accounting world. His business sense, vast technical knowledge and domain expertise have helped bridge the gap between developers, small business owners and accountants.

In this episode, David Leary, shares the exact steps you need to take to determine your niche, and how to use your blog and social media to become the go-to expert for businesses within your vertical.

Episode Twelve: Use technology to position yourself as a trusted advisor with Jim Secord

In this episode, Jim Secord explains the importance of embracing technology in order to position yourself as a trusted advisor.

Jim is the CEO of Kashoo, a simple cloud accounting software for small business owners. Based in Vancouver, Kashoo was named the #1 accounting app on the iPad.

In this episode, Jim Secord explains the importance of embracing technology in order to position yourself as a trusted advisor. Jim is the CEO of Kashoo, a simple cloud accounting software for small business owners. Based in Vancouver, Kashoo was named the #1 accounting app on the iPad.

Episode Eleven: The Skills You Need To Be A Global Player with Wayne Schmidt

In this episode, the legend Wayne Schmidt shares why sales and public speaking are the two skills you need as an accountant to be a global player. Wayne was instrumental in expanding Xero, MYOB and Reckon's presence in Australia. He has also worked with firms in the States, UK and China, and has over 25 years of experience within the accounting profession.

In this episode, the legend Wayne Schmidt shares why sales and public speaking are the two skills you need as an accountant to be a global player. Wayne was instrumental in expanding Xero, MYOB and Reckon's presence in Australia. He has also worked with firms in the States, UK and China, and has over 25 years of experience within the accounting profession.

Episode Ten: The keys to building your reputation with Angie Grissom

In this episode, you will learn the keys to building a successful reputation, offline and online, as a young accounting professional.

Angie Grissom, President of the Rainmaker Companies and regularly named one of the top 100 most influential people within the accounting industry, shares key insights on why building your brand is key to building your book of business.

In this episode, you will learn the keys to building a successful reputation, offline and online, as a young accounting professional. Angie Grissom, President of the Rainmaker Companies and regularly named one of the top 100 most influential people within the accounting industry, shares key insights on why building your brand is key to building your book of business.

Episode Nine: Become the go-to cannabis expert with Ben Curren

In this episode, Ben Curren will teach you specific tax codes that relate to the cannabis industry and key marketing strategies to help you become the go-to accountant within this vertical.

Ben, a former engineer for Intuit, is now the founder of Green Bits.

Green Bits is a point of sale, inventory management and compliance system designed for the cannabis industry.

In this episode, Ben Curren will teach you specific tax codes that relate to the cannabis industry and key marketing strategies to help you become the go-to accountant within this vertical. Ben, a former engineer for Intuit, is now the founder of Green Bits.

Episode Eight: Learn how to land a consulting role with the Big 4 with Scott Nelson

In this episode, Scott Nelson shares his career path from the State of California to the Big 4 to launching his own software startup.

After working in the Department of Commerce creating business incentive programs to attract companies to California, Scott went on to help KPMG and EY build out their Business Incentives programs in the West Coast.

He is now the founder of BIGcontrols, a software that helps companies, investors and CPA firms gain visibility into a company's tax credits and incentives programs.

In this episode, you will learn the importance of "cutting your teeth" in various industries in order to increase your value as a consultant and the exact steps you need to take in order to land a consulting role at a large accounting firm.

In this episode, Scott Nelson shares his career path from the State of California to the Big 4 to launching his own software startup. After working in the Department of Commerce creating business incentive programs to attract companies to California, Scott went on to help KPMG and EY build out their Business Incentives programs in the West Coast.

Episode Seven: Serving the Latino business community with Arthur Garcia

In this episode, Arthur Garcia, the Director of US Sales for Xero, shares insights on how accountants can grow a successful practice by serving the Latino business community. The Latino business community is the fastest growing community of any business sector. 

In this episode, Arthur Garcia, the Director of US Sales for Xero, shares insights on how accountants can grow a successful practice by serving the Latino business community. The Latino business community is the fastest growing community of any business sector. 

Episode Six: The future of the profession with the CEO of the AICPA

In this episode Barry Melancon, the President and CEO of the AICPA, shares the association's plans for encouraging high schoolers to get involved in the accounting profession. And his advice to millennials who want to have thriving accounting careers.

In this episode Barry Melancon, the President and CEO of the AICPA, shares the association's plans for encouraging high schoolers to get involved in the accounting profession. And his advice to millennials who want to have thriving accounting careers.

Episode Five: Business, Balance & Bliss with Amy Vetter

In this episode, Amy Vetter shares her tips on how to climb the corporate ladder without burning yourself out. Amy became partner at an accounting firm at the age of 32. And now owns a yoga studio, is the Chief Relationship Officer for Xero, a sought-after speaker on work-life harmony and author of Business, Balance and Bliss.

In this episode, Amy Vetter shares her tips on how to climb the corporate ladder without burning yourself out. Amy became partner at an accounting firm at the age of 32. And now owns a yoga studio, is the Chief Relationship Officer for Xero, a sought-after speaker on work-life harmony and author of Business, Balance and Bliss.

Episode Four: Finding your moment of clarity with Jen Hetherington

In this episode, we learn from Jen Hetherington. As the Senior Vice President of Marketing & Global for TSheets, she shares insights on how to balance a busy work schedule with being a devoted mom. And how one hike completely changed her approach to life.

In this episode, we learn from Jen Hetherington. As the Senior Vice President of Marketing & Global for TSheets, she shares insights on how to balance a busy work schedule with being a devoted mom. And how one hike completely changed her approach to life.

Episode Three: Opportunities for startups with Greg LaFollette and Mark Brooks

Greg LaFollette, Strategic Advisor for CPA.com, and Mark Brooks, Senior Innovation Manager for the AICPA, share information about the new startup accelerator the Association. This episode is perfect for all of you entrepreneurs who have a technology or business idea that would help improve the accounting profession.

Greg LaFollette, Strategic Advisor for CPA.com, and Mark Brooks, Senior Innovation Manager for the AICPA, share information about the new startup accelerator the Association. This episode is perfect for all of you entrepreneurs who have a technology or business idea that would help improve the accounting profession.

Episode Two: Soft Skills with Jennifer Cantero

In this episode, Jennifer Cantero shares her tips on how to become a senior manager and partner within a large firm. As head of marketing for Sensiba San Fillipo, the fastest growing firm in Silicon Valley based firm, she mentors her millennial staff on professional and career development skills.

In this episode, Jennifer Cantero shares her tips on how to become a senior manager and partner within a large firm. As head of marketing for Sensiba San Fillipo, the fastest growing firm in Silicon Valley based firm, she mentors her millennial staff on professional and career development skills.