KyCPA: Behind The Numbers

On this episode of Behind the Numbers, our guest is Dr. Sammie Parsley, CPA, CMA, CIA, CGMA, a tax manager with Carr, Riggs, and Ingram, CPAs. He holds a doctorate in accounting from the University of Missouri-Stl where his research focused on behavioral accounting. Dr. Parsley discusses the relationship of Leader-Member Exchange on role stress and burnout. Dr. Parsley uses a public accounting perspective within this episode, however, much of what is discussed can be applied to many companies and roles to develop policies to promote culture that will assist in mitigating the negative effects of job stress. (Part 1 of 2)

On this episode of Behind the Numbers, Cara Silletto, an employee retention expert, provides insights on the great resignation, quiet quitting, ways to retain employees and develop a positive company culture.  

In this episode we discuss how the Kentucky Society of CPAs (KyCPA) empowers Kentucky CPAs. We also introduce our new Membership Coordinator, Brittany McGill.

Guest Jerry Shreiber, CPA, also known as "Master of Disaster", shares information and resources regarding disaster prep and recovery. Visit kycpa.org/news/disaster-response for additional information and resources.

We answer the following questions: *What are some of the obstacles to growing the CPA pipeline and how the Educational Foundation is able to help?   *How does the Educational Foundation help with awareness of the accounting profession?   *How does the Educational Foundation help with financial literacy?   For more information or to donate to the Educational Foundation of the Kentucky Society of CPAs visit kycpa.org/edfoundation.   Please share with any college student studying accounting the scholarship applications link kycpa.org/edfoundation/scholarship. Applications are open until February 22, 2022 at 3 p.m. EST.  

Dr. Kathleen Gosser, Director, Yum! Center for Global Franchise Excellence at the College of Business, University of Louisville shares "The Secret to Happiness."

Briana Whittle, senior HR generalist at Strothman and Company in Louisville, speaks about their newest employee benefits and what everyone should be considering when evaluating employee benefits, including attracting and retaining talented employees. 

Greg Pope, the managing partner at EY's Louisville office, speaks about changes to their benefits, including adding mental health offerings at no cost to employees. He also shares how they evaluate their benefits, exploring new employee benefits and more.  

Anthony Allen, KyCPA government affairs director and KyCPA member Alan Long, managing member at Baldwin CPAs, speak about past and upcoming KyCPA advocacy efforts, legislative wins from last year and why to invest in the KyCPA-PAC.  kycpa.org/advocacy

College accounting student, Ryan Brock, provides information regarding: how he became interested in accounting, why accounting is a great career choice, his experience as an intern at PwC, the importance and benefits of an internship, advice for others looking for an internship, utilizing KyCPA Accounting Interview Day and resources, why you should become a CPA, tips for studying for the CPA Exam, his other interests outside of accounting, his employment after he graduates and more. To find out more about career opportunities as a CPA, visit kycpa.org/futurecpas.

Black CPA Centennial information 40 under 40 Black CPA Awards (Application deadline: August 15, 2021) Kentucky's first Black CPAs Insights on barriers Black professionals face, the roles their organizations play in helping overcome those barriers and what the CPA profession can do collectively to progress in achieving diversity, equity and inclusion KyCPAs Diversity and Inclusion Committee efforts The following KyCPA members share their CPA journey: Anne Brooks, Partner, PWC Kim Burse, retired and currently volunteers for many community organizations Olivia Davis, Lecturer, University of Kentucky Kevin Graham, Assurance Supervisor, Dean Dorton Allen Ford, PLLC LaTayna Henry, President, LMH Accounting and Consulting, LLC Nate Littles, Tax Supervisor, DMLO CPAs

Sarah Davasher-Wisdom, president and CEO of Greater Louisville, Inc. (GLI) shares insights regarding barriers and opportunities that today's women in the workforce face. She also covers a brief overview of GLI and what they do to support the regional economy, including advancing racial and gender equity. 

This episode of Behind the Numbers includes information about: New KyCPA member resources (Knowledge Hub) Opportunities to celebrate, network and volunteer KyCPA Committee service Upcoming events (Awards Banquet, Women’s Networking, Golf Scramble, June Annual Members Meeting and CFO Roundtables) KyCPA Board nominees for 2021-2022 Profile updates Results from COVID surveys that include how Kentucky CPAs and their businesses are progressing through the pandemic. Find out more at kycpa.org. 

CPA Evolution is a combined NASBA-AICPA initiative aimed at evolving CPA licensure to reflect the skills and knowledge CPAs increasingly need in a technology-driven marketplace. In this episode of KyCPA's Behind the Numbers, Julia Woislaw and Jan Taylor-Morris from the American Institute of CPAs provide an overview of CPA Evolution, the future plans for the CPA Exam and where to obtain more information and resources. Find out more at EvolutionOfCPA.org.

Guest Lisa Kemper, KyCPA CPE director, shares CPE options offered this spring through KyCPA. Kemper also answers these questions: When are in-person classes returning? What is new for spring conferences, including new half-day options and a three-track Accounting and Auditing Conference. What's included in the new half-day Real Estate Workshop on June 10? What is included in the new CFO Series? What Certificate Programs and CPE packages are available? Find out more at kycpa.org/cpe/catalog.

In this episode, Lisa Kemper, CPE director at the Kentucky Society of CPAs, explains the new Kentucky CPE requirements. For details regarding the new CPE requirements visit kycpa.org/cpe/faqcpe.

Angie White, business development manager at the Kentucky Society of CPAs, discusses new opportunities for CPAs and businesses to connect to help develop relationships that are mutually beneficial for both. She also discusses new opportunities implemented in 2020. These new opportunities introduced helped facilitate connections in several ways as the business landscape changed and evolved due to the pandemic. White also covers what is new for 2021.

Tracey Golden CPA, CGMA, chairman of the American Institute of CPAs (AICPA) and chairman of the Association of International Certified Professional Accountants, spoke at KyCPA's December 2020 Holiday Luncheon. This episode of Behind the Numbers is a replay of her presentation, The future of work is now, from the luncheon. Learn what trends are shaping the future of work for the CPA profession, opportunities to deliver value, what core skills employees need to perform their roles effectively, and more. 

Chris Panebianco is the chief marketing officer at Bankers Healthcare Group (BHG), a leading provider of financial solutions for highly-skilled professionals. BHG has continued to lend to CPAs through the pandemic, and in this episode, Panebianco offers insight into how to set your business up for success in 2021. Those interested in learning more about BHG can visit bhg.loan/kycpa

In this episode of Behind the Numbers, we provide information on how KyCPA members may best utilize the newest member benefit Member Meetup. This platform is a new way for KyCPA members to connect, collaborate and communicate. Members are already talking about their own experiences regarding PPP and other COVID related topics. Also, there has been some chatter regarding how others are handling remote work, in-person meetings and holiday parties. Go to kycpa.org/mykycpa/MemberMeetup. Speaking of holiday parties, in this episode, we talk about KyCPAs first-ever virtual Holiday Luncheon. The Holiday Luncheon is a free member-only event on December 11. Attendees receive a $30 credit on Grubhub, enjoy Holiday Trivia and more. Register at kycpa.org/events. You may also do some holiday shopping and help the KyCPA Educational Foundation. Check out the Virtual Silent Auction Dec. 10-17, 2020. You may preview the auction items and access the auction at kycpa.org/edfoundation.  To view, all KyCPA member benefits, visit kycpa.org/mykycpa/memberbenefits. To join KyCPA go to kycpa.org/join.

Part 3 of 3 with Jaclyn Badeau. She shares how can you use emotional intelligence to help with difficult personal situations. Badeau is the president of Badeau Consulting LLC and is a CPA and a CGMA. She is also EQ certified and a DDI certified facilitator. 

In part 2 of 3 in our EQ series with Jaclyn Badeau, learn how you can develop your EQ skills to attract and retain employees and to build your business. Badeau is the president of Badeau Consulting LLC and is a CPA and a CGMA. She is also EQ certified and a DDI certified facilitator. 

Jaclyn Badeau shares how to utilize and improve your emotional intelligence to gain a competitive edge. Badeau is the president of Badeau Consulting LLC and is a CPA and a CGMA. She is also EQ certified and a DDI certified facilitator. This episode is part 1 of 3 in our EQ series with Badeau. 

KyCPA Government Affairs Director, Shelby Williams and KyCPA-PAC Chair, Alan Long, CPA, share information about KyCPAs Political Action Committee (PAC). Find out why members should donate to the PAC, why this year is so critical to have a voice in Frankfort and what the big wins were from the last session. 

KyCPA President, Esther Thompson-Long, focuses on how CPAs can keep up with the pace of change, promote employee involvement and leadership, and support advocacy efforts.

Today’s podcast features Chris Panebianco, Chief Marketing Officer at BHG, a leading provider of financial solutions for highly-skilled professionals. BHG has continued to lend to CPAs through the pandemic, and in this episode, Chris offers insight into the financial solutions available. He also shares how KyCPA members can safeguard their practices today, and prepare for the future. Those interested in learning more about BHG can visit bhg.loan/kycpa

For more information visit kycpa.org/DI.

KyCPA members Rene Valadez and Kim Burse discuss the Diversity and Inclusion Committees' four-phased process to develop recommendations to promote not only diversity of the profession and inclusion of underrepresented groups, but that will also increase the percentage of these individuals studying, pursuing and remaining in the accounting profession.  For more information please visit kycpa.org/DI.

A message from KyCPA staff: The bottom line is ... We're still working for you! www.kycpa.org/about/staff www.kycpa.org/mykycpa/memberbenefits 

The CPA Exam is now available year-round and testing centers are now opening for those wanting to take the exam.  In this episode of KyCPAs Behind the Numbers podcast Kentucky CPAs share their tips for success that helped them pass the CPA Exam.  Thank you Will Geer, Jake Brock, Kristine Gaines, Garrett Booth, Phillip Bond, Erin Beavin, Bina Khatri and Matthew Hazel for helping to mentor others through the CPA Exam process.  

Ashli Watts, president and CEO of the Kentucky Chamber discusses how business can rebound from COVID-19 with Kentucky Society of CPA members.

How can you be an island of calm in a sea of chaos? The way we live, work and play have been disrupted in incredible ways. This is a time for opportunities to learn valuable ways to help us transition as the changes keep coming. Bishop shares ways that you can help manage stress and other disruptors that come with transition. Whitney Bishop is a Change Agent, based in Louisville, Kentucky who works with leaders in the social impact and entrepreneurial sectors. She brings a lifetime of curiosity, education, experimentation and presence to her facilitation, training, coaching & consulting work. 

The way we live, work and play have been disrupted in incredible ways. This is a time for opportunities to learn valuable ways to help us transition as the changes keep coming.  Bishop shares ways that you and your company can help manage stress and other disruptors that come with transition.  How can you be an island of calm in a sea of chaos?   On June 2, 2020, from 11:30 a.m. to 12:30 p.m. EST KyCPA is hosting a Q&A with Whitney Bishop regarding harnessing the power of disruption. Register at https://bit.ly/BishopQandA.  

The upcoming 2020 60-day “long” session kicks off on January 7 and is slated to end on April 15. Throughout the session, KyCPA will advocate for our members on tax, license, and general business issues, along with any other issue that affects the CPA profession. In this episode we speak we speak with Shelby Williams, KyCPA's Government Affairs Director, about key issues for we will be looking out for this year, important legislative dates and how to get involved.

The KyCPA Educational Foundation awards scholarships to college accounting students who plan on taking the CPA exam along with other criteria. In this episode we are interviewing Kaitlyn Cummins, CPA, a past recipient of the Educational Foundation scholarship who is currently employed as a Senior Tax Associate at MCM CPAs & Advisors.

The KyCPA Educational Foundation awards scholarships to college accounting students who plan on taking the CPA exam along with other criteria. In this episode we are interviewing Alea Luckett, a recipient of the Educational Foundation scholarship who currently attends Western Kentucky University.

Once again, we are joined by Tommy Stephens, CPA, CGMA, CITP from K2 Enterprise to discuss online personal privacy. In the podcast we discuss the importance of knowing how your online information is being utilized by companies and privacy laws to protect this information.  Stephens will be presenting at the KyCPA Technology Conference on December 16-17. 

The upcoming 2020 60-day “long” session kicked off on January 7 and is slated to end on April 15. Throughout the session, KyCPA will advocate for our members on tax, license, and general business issues, along with any other issue that affects the CPA profession. In this episode, we speak with Shelby Williams, KyCPA's Government Affairs Director, about key issues for we will be looking out for this year, important legislative dates and how to get involved.  

The Five Dysfunctions of a Team by Patrick Lecioni discusses 5 pitfalls that can hinder the performance of a team as a whole and have a potentially devastating impact on an organization as a whole. We are back with Trevor Blondeel, founder of Operation Kickstart, to discuss how an organization can identify and solve these dysfunctions.   

KyCPA President Elizabeth Woodward was officially sworn in as president during the summer of 2019.  Podcast host Marvin Stewart interviews President Woodward and not only learns about her experience but her plans and goals during her presidency.

Emotional intelligence is the capacity to be aware of, control, and express one's emotions, and to handle interpersonal relationships judiciously and empathetically. Why is great emotional intelligence important in a workplace? We speak with Trevor Blondeel, founder of Operations Kickstart, to answer that question. 

Technology is consistently altering the business and social environment. In this podcast we speak with Tommy Stephens, CPA, CGMA, CITP from K2 Enterprises on emerging technologies in the professional world and discovering why CPAs should stay on top of. 

You believe your organization has taken the correct cybersecurity measures, but do your vendors? Hear once again from Jay Mallory, Executive Vice President, Marketing & Business Development at Imagequest, and learn the proper steps in ensuring your vendors aren't putting you at risk. 

Have you been a victim of phishing? Join us with special guest Jay Mallory Executive Vice President, Marketing & Business Development to speak about the what is phising and the dangers that come with it.