Podcasts about aicpa leadership academy

Nina Chmura, CPA, a partner at the firm Withum, was a co-presenter with two other CPAs at Digital CPA in Denver on the topic of firms growing their client advisory services (CAS) offerings. The title of the session: “How to Be the CEO of Your CAS Practice.” Speaking from the conference site, Chmura detailed some of the keys to CAS success in this Journal of Accountancy podcast episode. Chmura also reflected on her career journey. She is a 2012 graduate of the AICPA Leadership Academy, calling the experience “life-changing.” Chmura also found value in being part of a panel of guest editors for the May 2017 issue of the JofA. What you'll learn from this episode: ·       The focus on metrics — identification and evaluation of effectiveness. ·       How the CAS advice and themes apply to her role at Withum. ·       The link between satisfied advisory clients and happy employees. ·       Identifying which KPIs are truly key to success. ·       Chmura's surprise about being asked to be a JofA guest editor in 2017. ·       More on her advice about identifying personal KPIs.

234: Building Financial Leadership Within Your Nonprofit (Jessica McClain)SUMMARYAs a nonprofit leader, how do you assess and ensure your organization has the financial tools, talents and resources to best advance your mission? Jessica McClain, a nonprofit leader and CPA recently named one of the Most Powerful Women in Accounting in 2023, advocates in episode #234 of Your Path to Nonprofit Leadership how building a culture of open communication between your accounting department and other organizational leaders can better integrate your organization's financial picture, especially when engaging new prospects and stewarding existing donors. Learn how business acumen is playing an integral part of financial leadership within nonprofits as she shares her advice for attracting, retaining, and advancing women in finance leadership positions.  ABOUT JESSICAJessica E. McClain serves as the Chief Financial Officer for Girl Scouts Nation's Capital. In this role, she has strategic responsibility for finance and accounting, property, product program, retail merchandise, and business operations. Prior to transitioning to the not-for-profit industry, she spent 11 years in public accounting. Jessica represents Maryland as an AICPA Council At-Large Member. She is a Board member of the Maryland Association of CPAs Foundation, the Greater Washington Society of CPAs, and the Towson University Accounting Advisory Board, and gives back to the community as the National Treasurer for ODK Honor Society. She previously served on the AICPA Women's Initiatives Executive Committee, the AICPA Foundation Board of Trustees, and the AICPA Student Recruitment Committee. Jessica's accomplishments include being named a 2023 CPA Practice Advisor Most Powerful Women in Accounting, a 2022 Washington Business Journal 40 Under 40 honoree, the 2022 NABA DC Chapter Outstanding Accounting Leader of the Year, a Maryland Association of CPAs 2021 Women to Watch- Emerging Leader, a Black CPA Centennial's 40 Under 40 Black CPA Award honoree, a 2021 AICPA Outstanding Young CPA Award recipient, and a 3x CPA Practice Advisor 40 Under 40 Professional. Jessica is a graduate of the highly competitive AICPA Leadership Academy and earned her bachelor's degree in business administration from Towson University and her master's degree in accounting from George Washington University. Jessica is a Certified Public Accountant licensed in Virginia.EPISODE TOPICS & RESOURCESWhat Got You Here Won't Get You There by Marshall GoldsmithLearn more about Jessica and Girl Scouts Nation's Capital hereReady for a Mastermind? Learn more here!Have you picked up Patton's book Your Path to Nonprofit Leadership: Seven Keys to Advancing Your Career in the Philanthropic Sector?Watch for the companion workbook and the audio version of Patton's best seller, Your Path to Nonprofit Leadership, coming soon!

In this episode of the podcast, Jeremy and Chris speak with special guest Kelly Mann (@TheCPAMann on Twitter). Kelly is a 2018 graduate of the AICPA Leadership Academy, firm owner and now a SaaS entrepreneur (AuditMiner). The key takeaways from the episode are: The high-level steps Kelly took to start a technology company How to "move off the solution" and listen to your current and potential customers The direction of technology in the accounting space based on Kelly's experience at the AICPA Executive Roundtable Why small firms are the way of the future Why “not having enough time” isn't the problem Follow the show on Twitter @CPAAdvisoryShow Jeremy Wells on Twitter @JWellsCFO Chris Hervochon on Twitter @ChrisHervochon --- Send in a voice message: https://anchor.fm/cpaadvisoryshow/message

We're at CAS 2.0 now? What happened to 1.0? In this episode we will explore exactly what CAS 2.0 is with our special guest Gary Wood, CPA and how we went from CAS 1.0 to CAS 2.0, seemingly overnight. Gary is a firm owner from Ozark, Missouri (home of the Langmores!) that bought a legacy tax shop and turned it into a modern firm. Gary leveraged the existing client base and his firm is now 70% CAS and thriving. Gary is also a proud alumni of the AICPA Leadership Academy, Class of 2018, along with our co-host Chris Hervochon. In this episode, we will unpack: What is CAS 2.0? How does it differ from CAS 1.0? How to leverage your existing client base and turn them from transactional clients to CAS clients. Gary's definition of CAS What is included in a proper CAS offering? How CAS helps clients thrive #CAStwitter --- Send in a voice message: https://anchor.fm/cpaadvisoryshow/message

Dr. Stein Smith is an Assistant Professor in the Business and Economics department. Before transitioning to academia full time, beginning with his appointment to a faculty position at Rutgers University, he worked in several corporate financial planning and accounting roles in both the for-profit and non-profit sectors. Dr. Stein Smith is actively engaged in the accounting community, having been awarded the NJCPA 30 under 30 in 2015, the Institute of Management Accountants Young Professional of the Year Award in 2016, and currently serves on the Fairleigh Dickinson University Alumni Association Board of Governors. Sean is also a member of the 2017 Class of the AICPA Leadership Academy.

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. 

The Employer Blueprint podcast is excited to present the Managing Director of Lance CPA Group, Joshua Lance, CPA, CGMA. As you can tell by the initials after his name, Josh is a Certified Public Accountant, and a Chartered Global Management Accountant. After graduating from Miami University in 2005, Josh began his journey as an Audit Manager, a Controller, and an Entity Group Manager, before opening his own firm with a mission to help small businesses, Lance CPA Group. Josh and Lance CPA Group have won multiple awards including CPA Practice Advisor 40 under 40 in 2017 and 2018, as well as 2017 AICPA Leadership Academy, and Xero Partner Advisory Council. Josh was able to accomplish so much because of his passion to help small businesses succeed. In fact, it is the model that Lance CPA Group is built on. In this episode of the Employer Blueprint Podcast you will learn how Lance CPA Group is not like many other traditional CPA firms in many ways, from the work schedule expected by its employees to the way they interact with clients.  Kyle and Josh have an excellent conversation about maintaining a company culture, and core values, while having a remote workforce. Even more challenging is also having a remote client base. Through many extra steps and the full utilization of technology, it can be possible to have remote employees who carry out a company’s core values while working with remote clients. This is an informative episode as Josh explains how he has been able to accomplish this through his firm in an industry that is known for being more traditional in the ways of interacting with employees and clients. You can find more information about Joshua Lance and Lance CPA Group by visiting https://lancecpa.com. Thank you for listening and be sure to subscribe so you don’t miss an episode of the Employer Blueprint Podcast. 

Guest Tim Jipping—host of the “Journey View” podcast—joins “Simply Tax” host Damien Martin on an exploration of their careers in the CPA profession. The two share their personal experiences from working in the CPA profession and discuss the profound effect the AICPA Leadership Academy has had on both their careers and personal lives. TIME STAMPS Who is Tim Jipping? [02:45] The experience of starting a podcast [07:34] Creating and being creative [09:18] Simply creativity and innovation [13:51] How the AICPA Leadership Academy can change you [21:56] Tim's journey and the role of fear and vulnerability [28:37] Wait, Damien majored in music? [35:27] Creating space to grow and running a marathon [41:51] How to say YES! [45:36] Perspectives and insights gained from moving across the country [50:16] Advice to 20-year-old Damien and Tim [59:13] Slow down, people! [1:06:56] BIO FOR GUEST Tim Jipping, CPA, CGMA is the founder and owner at Journey Advisors & CPAs. Named as a 2018 40 Under 40 Honoree in accounting and audit, Tim has more has more than 13 years in the accounting profession, with time spent in public accounting and a stint as a controller. He also hosts "Journey View,” a podcast created specifically as an outlet for his creativity and to share conversations with fascinating people about their journey in life. Connect with Tim on LinkedIn Follow Tim on Twitter Follow Tim on Instagram ADDITIONAL RESOURCES Mentioned in the podcast: "Journey View" podcast AICPA Leadership Academy Behind the Scenes with Tim Jipping More episodes from the “Working in Tax” series: Episode 62: Loving What You Do with John Garrett Episode 63: Where Should You Work? with Amie Kuntz Episode 67: An Insider's View: The IRS & Public Accounting with David Kirk Episode 76: How to Become a Tax Geek with Chris Hesse GET MORE “SIMPLY TAX” We're excited to also provide video content to strengthen your tax mind! Check it out on our new YouTube channel. A complete archive of our episodes is available on our website and YouTube playlist. We'd love to hear from you! Email feedback and questions to SimplyTax@bkd.com. Connect with Damien on social media! LinkedIn | Twitter | Instagram | YouTube

Guest Tim Jipping—host of the “Journey View” podcast—joins “Simply Tax” host Damien Martin on an exploration of their careers in the CPA profession. The two share their personal experiences from working in the CPA profession and discuss the profound effect the AICPA Leadership Academy has had on both their careers and personal lives. TIME STAMPS Who is Tim Jipping? [02:45] The experience of starting a podcast [07:34] Creating and being creative [09:18] Simply creativity and innovation [13:51] How the AICPA Leadership Academy can change you [21:56] Tim’s journey and the role of fear and vulnerability [28:37] Wait, Damien majored in music? [35:27] Creating space to grow and running a marathon [41:51] How to say YES! [45:36] Perspectives and insights gained from moving across the country [50:16] Advice to 20-year-old Damien and Tim [59:13] Slow down, people! [1:06:56] BIO FOR GUEST Tim Jipping, CPA, CGMA is the founder and owner at Journey Advisors & CPAs. Named as a 2018 40 Under 40 Honoree in accounting and audit, Tim has more has more than 13 years in the accounting profession, with time spent in public accounting and a stint as a controller. He also hosts "Journey View,” a podcast created specifically as an outlet for his creativity and to share conversations with fascinating people about their journey in life. Connect with Tim on LinkedIn Follow Tim on Twitter Follow Tim on Instagram ADDITIONAL RESOURCES Mentioned in the podcast: "Journey View" podcast AICPA Leadership Academy Behind the Scenes with Tim Jipping More episodes from the “Working in Tax” series: Episode 62: Loving What You Do with John Garrett Episode 63: Where Should You Work? with Amie Kuntz Episode 67: An Insider's View: The IRS & Public Accounting with David Kirk Episode 76: How to Become a Tax Geek with Chris Hesse GET MORE “SIMPLY TAX” We’re excited to also provide video content to strengthen your tax mind! Check it out on our new YouTube channel. A complete archive of our episodes is available on our website and YouTube playlist. We’d love to hear from you! Email feedback and questions to SimplyTax@bkd.com. Connect with Damien on social media! LinkedIn | Twitter | Instagram | YouTube

Craft beer breweries, coffee roasters, and digital agencies – what do they have in common? Joshua Lance, founder and managing director of Lance CPA Group will tell you the similarities in these niches and how he grew his practice around them. In this episode of Accounting Marketing Doesn’t Suck, learn more about Joshua’s marketing strategies (including the “long play” of content marketing), why he created an annual event and benchmark study for brewery owners and how they are holding their own amongst some of the largest firms in the industry. Join us!   Joshua Lance, Founder & Managing Director of Lance CPA Group Twitter |  Instagram Joshua Lance is the founder and managing director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. A licensed Certified Public Accountant and Chartered Global Management Accountant, Josh is also a family man who calls Chicago home. Before venturing on his own with a mission to help small businesses, Josh spent his early career at Crowe LLP before working as a Controller at an ultra high net worth family office. Josh is also an adjunct professor at Northwestern University in Evanston, IL teaching accounting in the Farley Center for Entrepreneurship and McCormick School of Engineering. He enjoys making wine and beer at home, cooking, traveling, and cheering on his favorite football and soccer teams. Josh was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named as one of the 40 under 40 in 2017 and 2018 by CPA Practice Advisor. Josh was recently appointed to the Illinois CPA Society Board of Directors.   Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at podcast@buildyourfirm.com

Jason joins Blake at AICPA ENGAGE in Las Vegas to chat about niching in the dental industry (and now craft beer industry), whether or not it's possible to train accountants to do advisory, working with remote clients, why Jason isn't afraid of copycats, how to properly grow a presence in your niche, his tech stack and takeaways from the conference.

The Employer Blueprint podcast is excited to present the Managing Director of Lance CPA Group, Joshua Lance, CPA, CGMA. As you can tell by the initials after his name, Josh is a Certified Public Accountant, and a Chartered Global Management Accountant. After graduating from Miami University in 2005, Josh began his journey as an Audit Manager, a Controller, and an Entity Group Manager, before opening his own firm with a mission to help small businesses, Lance CPA Group. Josh and Lance CPA Group have won multiple awards including CPA Practice Advisor 40 under 40 in 2017 and 2018, as well as 2017 AICPA Leadership Academy, and Xero Partner Advisory Council. Josh was able to accomplish so much because of his passion to help small businesses succeed. In fact, it is the model that Lance CPA Group is built on. In this episode of the Employer Blueprint Podcast you will learn how Lance CPA Group is not like many other traditional CPA firms in many ways, from the work schedule expected by its employees to the way they interact with clients.  Kyle and Josh have an excellent conversation about maintaining a company culture, and core values, while having a remote workforce. Even more challenging is also having a remote client base. Through many extra steps and the full utilization of technology, it can be possible to have remote employees who carry out a company’s core values while working with remote clients. This is an informative episode as Josh explains how he has been able to accomplish this through his firm in an industry that is known for being more traditional in the ways of interacting with employees and clients. You can find more information about Joshua Lance and Lance CPA Group by visiting https://lancecpa.com. Thank you for listening and be sure to subscribe so you don’t miss an episode of the Employer Blueprint Podcast. 

Chris Hervochon is the owner of SOAR (Strategic Operational Accounting Resources) which is a sole proprietor CPA firm started in 2018. SOAR provides outsourced accounting and tax preparation for businesses and individuals. Prior to forming SOAR, Chris spent the prior ten years between forensic accounting and corporate accounting and finance, most recently as Finance Director for a large healthcare organization. Chris is highly involved in the accounting profession, volunteering with the American Institute of Certified Public Accountants (AICPA) and South Carolina Association of CPAs (SCACPA) and is also a 2018 graduate of the AICPA Leadership Academy. Website: https://betterwaycpa.com/   Facebook: facebook.com/soarCPA LinkedIn: https://www.linkedin.com/in/chrishervochon/ Twitter: twitter.com/ChrisHervochon Blog: https://betterwaycpa.com/soar-blog/

A licensed certified public accountant (IL) and Chartered Global Management Accountant, Josh is also a family man who calls Chicago home. Before venturing on his own with a mission to help small businesses, Josh spent his early career at a top-10 national public accounting firm before working at an ultra high net worth family office. Josh is also an adjunct professor at Northwestern University in Evanston, IL. He enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams. Josh was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named as one of the 40 under 40 in 2017 by CPA Practice Advisor.

Dr. Sean Stein Smith, DBA, CPA, is an Assistant Professor at Lehman College in New York. He is a member of the 2017 AICPA Leadership Academy and was named a "40 Under 40" in the accounting profession for 2017 by CPA Practice Advisor.

If someone were to ask where Joseph Rugger was right now, you’re best guess would be one of our glorious National Parks. He’s been to almost all of them, from Acadia in Maine to the White Sands in New Mexico –driving his Prius all over the country. He created a bucket list of places he’d like to visit all over the world and is quickly checking them off as he does his CFO work virtually. In this episode, we talked about how we get most of our enjoyment from non-work time, so talking about those things in the office only enhances our jobs. We also talked about how leaders should take the time to genuinely get to know their staff. Using forced programs as the only time to do so is not authentic and doesn’t develop any connections. A good rule Joseph uses is to double the question to statement ratio to open a dialogue and build those relationships. Joseph Rugger is the CFO of Jonesboro Prosthetic and Orthotic Laboratory and a Continuing Education Instructor with the AICPA. He was the 2011 Arkansas Outstanding Emerging CPA Award Winner and a member of the 2013 AICPA Leadership Academy. He graduated from Lyon College with a BS Accounting, BS Finance, and BA Economics while being an active member of the baseball team. He later received his Master’s of Professional Accounting from IUPUI.

Christine trains her way to better connections This year, Christine DeAngelis will complete a half marathon and several obstacle course races, including the Bone Frog Challenge and Spartan Trifecta. Those names alone intimidate me enough to not even want to sign up. But Christine is going to do them all as part of her newfound appreciation for fitness and healthy living after having her daughter a few years ago. In this episode, we talk about how there are always little points of connection that come up in conversation, you just have to look for them. We also discuss how talking about her races not only provides a point of connection with others but also holds her more accountable to push further. Christine DeAngelis is the President and CEO of Epiphany Consulting Group, where she helps companies grow by providing outsourced CFO and Controller services. Prior to that, she spent several years in both public accounting and industry. She is a graduate of the AICPA Leadership Academy, was voted one of New Hampshire's Top 10 Young Professionals to Watch and was recognized as one of New Hampshire's 40 Under 40 Young Professionals earlier this year and was even an adjunct professor of Accounting at Southern New Hampshire University. Christine has a BS in Accounting from the University of New Hampshire and an MSA from Southern New Hampshire University, after which she served as an Adjunct Professor for two years.