Podcasts about Certified Management Accountant

With a unique background in finance and mediation, coupled with a passion for culture and education, Monica has traveled the globe extensively – exploring all opportunities to continuously enhance her skill set and personal growth. Around the world, she has had the good fortune to learn from some of the most renowned names in her field. Having previously worked in accounting and finance with corporate giants, Coopers and Lybrand (now PwC), and Rogers Cablesystems, Monica's initial foray into business began with her family's manufacturing company – Balthes Farm Equipment. Growing up in a family business, Monica learned the importance of family values, vision, passion, and commitment. This early imprinting ultimately led to her lifetime quest to understand best practices in business and communication skills, and how to live a happy life. Many years later, she went through the business transition process with her own parents' company, Kooljet Refrigeration Systems. This experience gave her first-hand knowledge about the complexities of family business systems and how challenging that transition can be. Monica's dedication to helping individuals and businesses reach their potential inspires her to work with companies ready to transform their corporate culture. Her experience, coupled with her holistic view of relationship management, supports her clients' commitment to clarify their objectives and create a profitable, harmonious, and sustainable future. Monica received most of her formal education in Canada, completing her undergraduate degree in Economics at the University of Western Ontario. She is a Certified Professional Co-Active Coach, a Certified Management Accountant in Ontario, Canada, and holds a Master of Business Administration degree from the Schulich School of Business at York University. In addition, Ms. Clare holds a diploma in International Studies from the Diplomatic Academy of Vienna, Austria, and studied Modern World Systems and Comparative Political Economy with California Polytechnic State University in Thailand. She has recently obtained her FEA (Family Enterprise Advisor) certification with the FEX (Family Enterprise Exchange). While living in Europe for 20 years, Monica also accepted invitations to instruct college and university courses.     What You'll Learn ●      How to resolve differences in perspectives. ●      How ego affects decision-making. ●      How to face the fear of conflict. ●      How to unfreeze the lens around trauma.   Timestamps ·       [09:13] A bit about Monica. ·       [11:13] Defining conflict. ·       [13:12] Differing family perspectives. ·       [15:15] How the ego affects decision-making. ·       [22:34] How to face the fear of conflict. ·       [26:33] Strategic vs soft skills. ·       [30:48] Helping someone understand a different perspective. ·       [37:37] The epigenetic factor. ·       [41:31] Freezing people in time. ·       [49:48] The next executive forum.   Memorable Quotes ·       “The information that you have determines how you make your decisions.” – Monica Clare [14:18] ·       “There is an intuitive aspect of our decision-making.” – Monica Clare [29:28] ·       “That's just the way they see things right now.” – Monica Clare [46:16]   Websites fambizforum.com. www.chrisyonker.com. www.monicaclare.ca. Monica Clare.

In this episode, Bob'nJoyce sit down with Terry Morgan, an accomplished executive known for his change leadership as a CEO, CIO, interim executive, and technology consultant. Terry has led large scale transformations at companies including Food Lion, Delhaize, and Lowe's Home Improvement. Terry shares insights for navigating significant change with a thoughtful approach resulting in successful, high impact outcomes. Some of those insights include: • Ways to address resistance to change • Why taking risk is necessary and the importance of mitigating it • The flywheel of things to consider when leading big change • The importance of getting stakeholder involved in the change process This episode is packed with good stuff so……Come on in. Grab a snack. Welcome! About Terry Morgan Principal, Morgan Advisory Services, LLC. Mr. Terry Morgan is a seasoned senior executive with deep and diverse experience in industry and consulting. He retired as the CEO of Macro Integration Services, Inc. and has been the sole principal of Morgan Advisory Services, LLC (www.morganadv.com) since 2010. He has over 40 years of industry and consulting experience in strategic planning, technology, retail services, business process improvement, cost optimization, and general management. After his grocery career as the Global CIO of Delhaize Group, he served interim executive roles via Morgan Advisory Services at Extended Stay America (Interim CIO), Belk (Interim CTO), AMTdirect (Consultant and Board Member), Delhaize America (Interim CTO, Interim Office of the CIO), Lowe's (Interim CIO, Interim CISO, and Interim SVP of Technology – Canada). In most cases, he hired the permanent replacement as well as ran the function. Mr. Morgan has served in a volunteer mentoring capacity with Rowan County Times Two Mentoring and Queens College. He has his MBA from the Fuqua School of Business with an emphasis in Finance, his BS from the University of North Carolina at Chapel Hill with a major Business Administration and Accounting and is a Certified Management Accountant.

Drew Miller,  PhD, CMA, CFP, CM&AA, DDP Col USAF (Ret)   manager@fortituderanch.com   Dr. Drew Miller is Founder and CEO of Fortitude Ranch, a recreational and survival community.  Colonel Miller also does corporate collapse survival consulting.  He is a Certified M&A Advisor, Certified Management Accountant, Certified Financial Planner, and Due Diligence Professional.  Drew is a graduate of the US Air Force Academy with a Masters Degree and PhD in Operations Research from Harvard University.  He served as an intelligence officer in the US Air Force, retiring as a Colonel.  He also served in the Senior Executive Service in the Pentagon, the Institute for Defense Analyses, and in Corporate Planning and Development at ConAgra.   Dr. Drew Miller, CMA, CFP, CM&AA, Col USAF (Ret) CEO, Fortitude Ranch 402-952-5339 www.fortituderanch.com --- Support this podcast: https://podcasters.spotify.com/pod/show/crypto-hipster-podcast/support

In this episode, Colleen shares her unconventional career path and the importance of considering alternative options. She discusses her journey from a creative foreign language background to obtaining a master's degree in accounting. Colleen emphasizes the need for individuals to take control of their own careers and not follow prescribed paths. She also highlights the interconnectedness of different disciplines and the value of language learning in problem-solving and communication. Colleen shares her experience in pursuing a career in interpreting and translating, as well as their decision to reevaluate her career path and pursue a completely different path.   We'll talk about: Interconnectedness of knowledge and skills Building on a foundation and learning from mistakes Finding new life and rebuilding after setbacks Finding purpose in your career Navigating life and career with God's guidance Importance of having a vision and surrendering expectations   Colleen's Story: I am a creative turned accountant! I grew up in a family that has always been very creative and artistic. The last field I thought I would find myself in was the field of accounting or business coaching, but I love it! Before becoming a management accountant, I almost became an interpreter and then I almost became a ballroom dance instructor. True story. Dancing, writing music, and languages are still passions of mine.   As a Certified Management Accountant and YNAB budget coach, I am equipped to serve as a strategic partner both in your personal and entrepreneurial life. My background is in FP&A (Financial Planning and Analysis) and analytics. I use financial tools and implement financial strategies that aid in your decision-making process. I work to support you in harnessing money management skills that bring form, structure, and direction to your goals. I aid in developing strategy that supports you in achieving your financial goals, leading your family, and your business.   Timestamps: Unconventional career paths. Accounting versus finance career paths. Learning skills across disciplines. The ultimate story. God's redemption of mistakes. Surrendering your expectations. Operating on God's time.   Links mentioned: https://www.strategicmoneycoach.com/ LinkedIn: https://www.linkedin.com/in/colleen-lucero/ New Facebook Group: https://www.facebook.com/profile.php?id=100089584188242   Thanks for listening! Connect with me: Follow me on LinkedIn Get started: Download The Career Transition Checklist Want to get going this week? Click here to schedule a conversation

INGRID LASHLEY: is a graduate of McGill University, Montreal, Canada, and holds a Master's degree in Business Administration, specializing in Accounting and Finance. She also carries the professional designations of Certified Management Accountant, Certified Public Accountant and Chartered Accountant and serves as a member of the Quality Assurance Committee of the Institute of Chartered Accountants of Trinidad and Tobago and spent several years at the helm in banking and mortgage financing, and became the former CEO of Trinidad and Tobago Mortgage Finance Company (TTMF). She spent 18 years at Scotiabank in various senior positions in financial control, private banking, trusteeships and merchant banking. Ms Lashley serves on the Board of Directors of state, publicly traded and private companies in various business sectors in Trinidad and Tobago. She served as Chairman of the: West Indian Tobacco Co Ltd; Angostura Holdings Ltd; National Enterprises Ltd; Bourse Trust Co.; Director of Trinidad Distillers Ltd; Trinidad and Tobago Hospitality & Tourism Institute; Eco-Industrial Development Co. of Tobago Ltd and Colonial Fire & General Insurance Co. Ltd. For her contribution in Corporate Banking/Finance she was awarded the – Doctor of Laws (LLD) from The University of the West Indies (The UWI) in 2022, recognized as an outstanding global citizen. Despite her demanding professional life, Ingrid finds time for involvement in the culture and social life of Trinidad and Tobago and the Board of Management of her alma mater, Bishop Anstey High School and Rainbow Rescue, a Home of Hope for displaced boys. She is an accomplished bass steel- pan player and a former Inter-Bank calypso queen and  also holds credentials in piano and dance. Follow her: @ingridlashley and https://www.facebook.com/ingrid.lashley

Robert Leonard talks about his life as a podcast host and a real estate investor, investing in FinTech companies, and much, much more!Robert is a real estate and stock investor, entrepreneur, and Certified Management Accountant. Robert has published his own book on house hacking, The Everything Guide To House Hacking.IN THIS EPISODE, YOU'LL LEARN:00:00 - Intro01:51 - How Robert ended up becoming a podcast host.17:52 - What is included in the TIP Finance tool, and how he uses it in his own portfolio.33:27 - Why Robert is bullish on FinTech companies, and which companies he owns to benefit from the trend to a cashless society.38:18 - How Robert got a real estate deal for 0% money down.40:16 - What real estate investments Robert currently holds.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESRobert's Intrinsic Value assessment on Autozone.Robert's Intrinsic Value assessment on Square.Check out our Investing Starter Packs about business and finance.Related Episode: Listen to REI097: Deep Dive into My RV Rental w/ Robert Leonard, or watch the video.Related Episode: Listen to REI099: How I got into Real Estate & Long-Distance Investing w/ Robert Leonard, or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Talk to your clients about Desjardins Responsible Investment today and support what's right for society and what's good for business.Take stock of your finances and investing strategy with Betterment.Let an expert do your taxes from start to finish so you can relax with TurboTax.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Find the perfect piece of jewelry for life's special moments with Blue Nile. Save up to 50% off today!Support our free podcast by supporting our sponsors.Connect with Robert: Website | Instagram | TwitterConnect with Clay: TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

LifeBlood: We talked about knowing your numbers, the necessity of understanding your break even number, balancing the emotional and logical parts of entrepreneurship, and accepting ownership of everything, with Nate Jenson, Certified Management Accountant, Certified in Strategy and Competitive Analysis, and Masters in Forensic Accounting. Listen to learn why offloading is very different from delegating! You can learn more about Nate about at ZeroToCFO.com and LinkedIn. Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review here: ​​https://ratethispodcast.com/lifebloodpodcast You can learn more about us at LifeBlood.Live, Twitter, LinkedIn, Instagram, YouTube and Facebook or you'd like to be a guest on the show, contact us at contact@LifeBlood.Live.  Stay up to date by getting our monthly updates. Want to say “Thanks!” You can buy us a cup of coffee. https://www.buymeacoffee.com/lifeblood

Today we are focused on improving profit and cashflow for you. The core is we need good data, then we need to review the data, and most importantly, we need to take action. Each of these areas has its problems and issues, and we will chat about that along with how you can improve it. Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes More about making profitability simple: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Bio: Nate Jenson has a masters degree in Forensic Accounting, he's a Certified Management Accountant, and is Certified in Strategy and Competitive Analysis (through the Institute of Management Accountants). But more importantly, he has somewhere around 30,000 hours of helping small business owners understand what's driving or inhibiting their profitability and cash flow and what to do about it.   He has built and sold 3 bookkeeping and CFO companies having helped over 50 companies to get insight into their profitability. His current focus is providing this insight in a more automated way so that companies that need the insight but can't quite afford a fractional CFO, can still have a clear picture of what they need to change to improve their profitability.   Links:  www.zerotocfo.com Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ First 2 chapters of Profit First: https://sendfox.com/rocky This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Nate Jenson has a masters degree in Forensic Accounting, he's a Certified Management Accountant, and is Certified in Strategy and Competitive Analysis (through the Institute of Management Accountants). But more importantly, he has somewhere around 30,000 hours of helping small business owners understand what's driving or inhibiting their profitability and cash flow and what to do about it. He has built and sold 3 bookkeeping and CFO companies having helped over 50 companies to get insight into their profitability. His current focus is providing this insight in a more automated way so that companies that need the insight but can't quite afford a fractional CFO, can still have a clear picture of what they need to change to improve their profitability. Website: https://www.zerotocfo.com --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

If you're looking for a high-paying career with stability and growth potential, becoming a Certified Management Accountant may be the perfect choice for you. In this episode, learn more about the CMA salary and what makes this profession so rewarding. Discover your potential as a CMA and see how you can make a real impact in the world of business! ---------- RESOURCES & LINKS MENTIONED IN THIS EPISODE:

To maintain your Certified Management Accountant credential, the Institute of Management Accountants requires you to keep up with your professional education. You have to meet the CMA CPE requirements by logging hours of Continuing Professional Education each year. Fulfilling your CPE requirements is critical, that's why in today's episode, we'll go over how many hours and requirements are needed to keep your credential active. Click play to listen to today's episode. ---------- RESOURCES & LINKS MENTIONED IN THIS EPISODE:

Loren Spendlove served as a young missionary in Brazil, then found himself speaking Portuguese again as a missionary couple with his wife Tina—this time in Mozambique. They later returned to Mozambique as mission leaders. Loren and Tina served as missionaries again in Brazil and as Kennedy Center teachers in Guangzhou, China, and Loren served as a branch president in Bethlehem, Palestine. Loren has an MA in Jewish Studies from The Hebrew University of Jerusalem, a PhD in Education, an MBA, and is a Certified Management Accountant and Certified in Financial Management. He has worked in corporate financial management, as a teacher in accounting and finance, and operated his own business for 20 years. Highlights 02:00 Introduction to the topic of the podcast and Loren Spendlove 03:50 Loren Spendlove, an atypical mission president and person 06:30 The unusual story of getting called as mission president to Mozambique 22:00 Loren's first experience being a mission president with not having much leadership experience. He had to be ordained a High Priest. 26:40 Loren talks about serving in the church as a divorcee 28:20 We have a hard time differentiating culture from gospel. We want to impose our ideas onto other individuals. 31:30 The first step is to discover your culture and see how it impacts your view of the gospel 34:20 Orthodoxy keeps us all in line but there is also room to innovate. Depending on the culture and area we might need to change some things. 43:15 Principles vs rules. What works for the area that you are in? 46:40 One thing that Loren taught his missionaries was that their true obedience was to the Spirit of God and not to the written word. The Spirit always trumps the written word. 50:00 Differentiate between questioning and doubting. Question everything and doubt nothing. Questioning is not knowing and trying to discover and research. Doubting always starts as negative and normally ends negative too. 57:00 As mission president, Loren decided it would be more beneficial to de-emphasize baptisms and stop reporting them to the missionaries. They started reporting sacrament meeting attendance because that's what they really wanted to focus on. 1:00:00 “Instead of being a forceful mission president, I decided that I was going to be a gospel teacher.” 1:01:15 The purpose of the zone conferences was to become a better follower of Jesus Christ. Becoming a better missionary will be an automatic result of becoming a better follower of Christ. Loren focused on the doctrine as a mission president. 1:05:30 Doctrine isn't invented but it's still being discovered. The restoration is still ongoing. 1:08:10 How can we study the gospel better? 1:12:00 Times where Loren felt the Spirit the strongest 1:16:00 Loren's final thoughts and testimony on being a follower and leader of Jesus Christ Links Changing our Perspective on Addressing Welfare Needs | An Interview with Blair and Cindy Packard The Interpreter Foundation Book of Mormon Central Academia Read the TRANSCRIPT of this podcast Listen on YouTube Get 14-day access to the Core Leader Library The Leading Saints Podcast has ranked in the top 20 Christianity podcasts in iTunes, gets over 500,000 listens each month, and has over 10 million total downloads as part of nonprofit Leading Saints' mission to help latter-day saints be better prepared to lead. Learn more and listen to any of the past episodes for free at LeadingSaints.org. Past guests include Emily Belle Freeman, David Butler, Hank Smith, John Bytheway, Liz Wiseman, Stephen M. R. Covey, Julie Beck, Brad Wilcox, Jody Moore, Tony Overbay, John H. Groberg, Elaine Dalton, Tad R. Callister, J. Devn Cornish, Dennis B. Neuenschwander, Anthony Sweat, John Hilton III, Barbara Morgan Gardner, Blair Hodges, Whitney Johnson, Ryan Gottfredson, Greg McKeown, DeAnna Murphy, Michael Goodman, Richard Ostler, Ganel-Lyn Condie, and many more in over 500 episodes.

Loren Spendlove served as a young missionary in Brazil, then found himself speaking Portuguese again as a missionary couple with his wife Tina—this time in Mozambique. They later returned to Mozambique as mission leaders. Loren and Tina served as missionaries again in Brazil and as Kennedy Center teachers in Guangzhou, China, and Loren served as a branch president in Bethlehem, Palestine. Loren has an MA in Jewish Studies from The Hebrew University of Jerusalem, a PhD in Education, an MBA, and is a Certified Management Accountant and Certified in Financial Management. He has worked in corporate financial management, as a teacher in accounting and finance, and operated his own business for 20 years. Highlights 02:00 Introduction to the topic of the podcast and Loren Spendlove 03:50 Loren Spendlove, an atypical mission president and person 06:30 The unusual story of getting called as mission president to Mozambique 22:00 Loren's first experience being a mission president with not having much leadership experience. He had to be ordained a High Priest. 26:40 Loren talks about serving in the church as a divorcee 28:20 We have a hard time differentiating culture from gospel. We want to impose our ideas onto other individuals. 31:30 The first step is to discover your culture and see how it impacts your view of the gospel 34:20 Orthodoxy keeps us all in line but there is also room to innovate. Depending on the culture and area we might need to change some things. 43:15 Principles vs rules. What works for the area that you are in? 46:40 One thing that Loren taught his missionaries was that their true obedience was to the Spirit of God and not to the written word. The Spirit always trumps the written word. 50:00 Differentiate between questioning and doubting. Question everything and doubt nothing. Questioning is not knowing and trying to discover and research. Doubting always starts as negative and normally ends negative too. 57:00 As mission president, Loren decided it would be more beneficial to de-emphasize baptisms and stop reporting them to the missionaries. They started reporting sacrament meeting attendance because that's what they really wanted to focus on. 1:00:00 “Instead of being a forceful mission president, I decided that I was going to be a gospel teacher.” 1:01:15 The purpose of the zone conferences was to become a better follower of Jesus Christ. Becoming a better missionary will be an automatic result of becoming a better follower of Christ. Loren focused on the doctrine as a mission president. 1:05:30 Doctrine isn't invented but it's still being discovered. The restoration is still ongoing. 1:08:10 How can we study the gospel better? 1:12:00 Times where Loren felt the Spirit the strongest 1:16:00 Loren's final thoughts and testimony on being a follower and leader of Jesus Christ Links Changing our Perspective on Addressing Welfare Needs | An Interview with Blair and Cindy Packard The Interpreter Foundation Book of Mormon Central Academia Read the TRANSCRIPT of this podcast Listen on YouTube Get 14-day access to the Core Leader Library The Leading Saints Podcast has ranked in the top 20 Christianity podcasts in iTunes, gets over 500,000 listens each month, and has over 10 million total downloads as part of nonprofit Leading Saints' mission to help latter-day saints be better prepared to lead. Learn more and listen to any of the past episodes for free at LeadingSaints.org. Past guests include Emily Belle Freeman, David Butler, Hank Smith, John Bytheway, Liz Wiseman, Stephen M. R. Covey, Julie Beck, Brad Wilcox, Jody Moore, Tony Overbay, John H. Groberg, Elaine Dalton, Tad R. Callister, J. Devn Cornish, Dennis B. Neuenschwander, Anthony Sweat, John Hilton III, Barbara Morgan Gardner, Blair Hodges, Whitney Johnson, Ryan Gottfredson, Greg McKeown, DeAnna Murphy, Michael Goodman, Richard Ostler, Ganel-Lyn Condie, and many more in over 500 episodes.

Nate Jenson has a master's degree in Forensic Accounting. He is a Certified Management Accountant, and is Certified in Strategy and Competitive Analysis (through the Institute of Management Accountants). But more importantly, he has somewhere around 30,000 hours of helping small business owners understand what's driving or inhibiting their profitability and cash flow and what to do about it. He has built and sold 3 bookkeeping and CFO companies and has helped over 50 companies to get insight into their profitability. His current focus is providing this insight in a more automated way so that companies that need the insight but can't quite afford a fractional CFO, can still have a clear picture of what they need to change to improve their profitability.https://www.zerotocfo.com/

1) Expectations Before Retirement. 2) Expectations in Retirement. 3) A Time of Opportunity 4) A Time of Change. 5) Succession Planning. Chris has a leadership background with a focus in the fields of finance, taxation, and corporate governance. He has a history of involvement in start-ups and brings, in-the-trenches, business experience. While he has a penchant for compliance, reporting, and complex corporate arrangements, he also recognizes that each business environment is unique and tailors his approach to meet the needs of the business and balance the interests of its stakeholders. Chris was awarded as top Business Leader in Calgary by Business in Calgary Magazine for his work as Managing Partner of Pinnacle Accounting & Finance, a mid-sized professional firm, and for his involvement in the business community. Chris serves as a Director of the Public Business Accountants' Society of Alberta, is President and Director of the Foundation for the Advancement of Entrepreneurship, and a Trustee in the Medallion Health Trust. Chris's educational background includes a Bachelor of Commerce (Accounting) from the Haskayne School of Business at the University of Calgary. He completed the Certified Management Accountant program in 2013. During Covid, he finished a Masters of Laws (Business) from Osgoode Hall Law School at York University and is in the process of publishing his first paper on the law of corporate governance and business ethics. Chris has made some aggressive plans to retire before the age of 40 so that he and his wife can sail the world. Contact: Chris Burylo Managing Partner t: (403) 453-0532 x301 e: chris@pinnacleaf.ca Pinnacle Accounting & Finance www.pinnacleaf.ca/chris

So, you've just passed the CMA exam and are officially a Certified Management Accountant. Congratulations! But, what's the next step? For many professionals, earning a CMA means that it's time to negotiate a salary raise, so now might be the time to consider how to leverage the power of your new credential. In this episode, I'll explain teach you a few tips to impress management and convince them that you deserve to be paid a higher salary. Click play to listen today's episode. ---------- RESOURCES & LINKS MENTIONED IN THIS EPISODE:

1) The Importance of a Vision for Retirement. 2) Maintaining Discipline in Retirement. 3) A Time of Urgency. 4) A Retirement Blueprint. Chris has a leadership background with a focus in the fields of finance, taxation, and corporate governance. He has a history of involvement in start-ups and brings, in-the-trenches, business experience. While he has a penchant for compliance, reporting, and complex corporate arrangements, he also recognizes that each business environment is unique and tailors his approach to meet the needs of the business and balance the interests of its stakeholders. Chris was awarded as top Business Leader in Calgary by Business in Calgary Magazine for his work as Managing Partner of Pinnacle Accounting & Finance, a mid-sized professional firm, and for his involvement in the business community. Chris serves as a Director of the Public Business Accountants' Society of Alberta, is President and Director of the Foundation for the Advancement of Entrepreneurship, and a Trustee in the Medallion Health Trust. Chris's educational background includes a Bachelor of Commerce (Accounting) from the Haskayne School of Business at the University of Calgary. He completed the Certified Management Accountant program in 2013. During Covid, he finished a Masters of Laws (Business) from Osgoode Hall Law School at York University and is in the process of publishing his first paper on the law of corporate governance and business ethics. Chris has made some aggressive plans to retire before the age of 40 so that he and his wife can sail the world. Contact: Chris Burylo Managing Partner t: (403) 453-0532 x301 e: chris@pinnacleaf.ca Pinnacle Accounting & Finance www.pinnacleaf.ca/chris

If you want to become a CMA, you'll need to pass the CMA exam. Unless you've decided to dive straight into a review course, the starting line is usually taking a Certified Management Accountant practice test. The first free CMA practice test you ever take will be diagnostic. In other words: how much do you already know? Taking a practice test diagnostically will help you plan how to study for the CMA and create a plan that works for you. Click play to listen today's episode. ---------- RESOURCES & LINKS MENTIONED IN THIS EPISODE:

To maintain certification as a Certified Management Accountant, the Institute of Management Accountants requires you to keep up your professional education. You have to meet the CMA CPE requirements by logging hours of Continuing Professional Education each year. What it basically means is that you will remain current on practices and procedures, which is ultimately a good thing for your career. If you need to get your CMA CPE credits out of the way right now, click play to listen today's episode. ---------- RESOURCES & LINKS MENTIONED IN THIS EPISODE:

Sasha is a Certified Management Accountant who has left her corporate job and is now a full-time top 1% Etsy seller. We talk all about how she accomplished that in our convo. Buy Me A Coffee - https://www.buymeacoffee.com/etsyconvo Connect with me on Instagram -  https://www.instagram.com/etsyconversations/ Be My Podcast Guest - https://convome.com/be-my-etsy-conversations-podcast-guest/

Gregg Prockton is the Founder of G Leaf CFO and The Compass Group of WNY. He is both a Certified Public Accountant and Certified Management Accountant. We discuss some of the hard truths associated with opening an adult-use cannabis dispensary. Link to Gregg's Article:https://www.linkedin.com/pulse/thinking-opening-dispensary-gregg-prockton-cpa-cma

Today we're going to be chatting with Josh Hostetler to learn how he made the jump from working in corporate finance to becoming a successful home builder. Josh, who grew up climbing job site dirt piles and honing his hammering skills on scrap lumber, now runs the company after obtaining a degree in Business from The Ohio State University. Josh later obtained his MBA in Finance and holds a Certified Management Accountant designation. Josh is working diligently to elevate the business and plans to continue their tradition of craftsmanship and excellence. Hostetler Family Homes has been serving clients in Northeastern Ohio for 36 years. The company builds custom homes ranging in price from $150,000 to over $1 million. The business is guided by the values of integrity, hard work, honesty, and respect. Hostetler Family Homes takes great pride in the exceptional homes they build, and they aim to create customers for life through quality craftsmanship and a lasting customer experience. We're gonna be talking about starting and scaling a business, sub-contracting tactics, marketing and growing a small business, what Josh's growth goals are, and of course, bubble guns. So, let's jump into it! Today's episode is led by Tom Murphy who is The Director of Growth at Sanctuary. I know he enjoyed chatting with Josh, so I know you'll enjoy this wide-ranging discussion with a man that is doing great things in his community and the business world... Josh Hostetler. About Sanctuary: Do you need a partner to help you with your PPC and SEO? The Academy is a service of Sanctuary and we can help you with all your digital marketing needs. We'd love to chat with you about how we can help you grow your business. Learn more about our digital marketing and SEO services here. Sanctuary, a digital marketing agency based in North Canton, Ohio, helps companies grow their businesses by developing and executing end-to-end marketing strategies. We believe in partnering with purpose to create and execute powerful marketing strategies accountable to measurable results. We partner with you to build custom websites and use marketing tactics such as search marketing, social media and email to drive leads and sales for your business. Our team comprises highly experienced and creative specialists in a range of digital marketing disciplines, from marketing strategy and execution, writing, visual design and development to social marketing, user experience design, analytics and more. We've been guiding passionate, thriving businesses like yours that serve owners, employees and communities since 2006. Learn more. --- Send in a voice message: https://anchor.fm/academy-podcast/message

In our first interview on The Mindful Chiropractor, I have invited my accountant who I have been working for over 7 years.  I thought this was a critical and informative guest to have on during these times with inflation on the rise and will continue for quite some time. When inflation rises, there are two actions we must focus on to shift gears from it.  The first will be, to lower your taxes.  It is the most critical part to it all.  The second is to offset inflation.  This can come in many forms and I will be having more guests on to discuss this part in the upcoming months. Deepa answers many questions when it comes to what should you pay yourself, should you be an S-corp, how to maximize your tax savings, is adding a car expense worth it and much more. Tune in and share with others. P.S., make sure you subscribe to the podcast so you never miss an episode.   Who is Deepa Ramachandran? Deepa is a U.S. Certified Public Accountant and also a Certified Management Accountant from India. Deepa works primarily with small businesses to get their accounting in order, prepares corporate tax returns, and assists with tax planning and consulting.  She is also a QuickBooks ProAdvisor, she helps clients get their files set up or cleaned up and ready for tax filing season. Deepa's area of specialty is the outsourced CFO service for small businesses, which provides small business CEO the full suite of financial management services to efficiently run their businesses. Deepa lives with her husband and two daughters in the Chicagoland northwest suburbs.   How to Connect with Deepa? Website: www.AcumenCPA.com Facebook: https://www.facebook.com/acumenaccountingandtax LinkedIn: https://www.linkedin.com/in/deeparamachandrancpa/   ------------------------------------------------------------------------   Connect with Dr. Vic... Website: www.EmpowerYourReality.com Facebook: www.Facebook.com/drvicmanzo Instagram: www.Instagram.com/drvicmanzo LinkedIn: www.LinkedIn.com/in/drmanzo   Check out my books: https://amzn.to/3gzr9XT   About Dr. Vic... I'm Dr. Vic Manzo Jr., a Business Mindset Coach, Self-Mastery Expert, Influential Author, Inspirational Speaker, and the host and creator of The Mindful Experiment Podcast and The Mindful Chiropractor Podcast.   I teach entrepreneurs and Chiropractors how to DOUBLE their profits while working less and leading a SOUL-FILLED Life...   If you want to create this in your life for 2022, CLICK HERE or visit: TinyUrl.com/LevelUpWithDrVic

Adel is an ICF Certified Life Coach who coaches clients on personal growth, professional advancement, & healthy relationships.  Adel mainly partners up with adults & young adults to increase their self-awareness & achieve personal & professional goals by coaching their being & mindsets & challenging them to get out of their comfort zones & take action.  Adel also conducts workshops for companies related to Emotional Intelligence, Healthy Relationships, & Stress Management. Besides Life Coaching, Adel is a  Certified Management Accountant (recognized by IMA, US) & a Finance Manager who is involved in the corporate field. I hold a Master's degree in Finance from Hult International Business School in San Francisco & a Bachelor of Science in Business Accounting from the Lebanese American University in Beirut.Contact details:Adel Hakimi+96170447997adelhakimilc@gmail.comhttps://www.instagram.com/adelhakimi

If you're thinking of becoming a Certified Management Accountant, you'll want to listen to this episode to learn about the #CMA exam fees that are going up in 2022 and beyond. ---------- RESOURCES & LINKS MENTIONED IN THIS EPISODE:

Marie Grasmeier is the Founder of Grasmeier Business Consulting. She is a Certified Public Accountant providing tax and consulting services to domestic and international individuals and businesses. She is also a Certified Management Accountant, Certified Global Management Accountant, and Registered Trust and Estate Practitioner. Marie applies her accounting background to real estate services by specializing in the tax aspects of real estate investing and sees it as an opportunity for women to establish a positive cash flow, improve their financial livelihood and leave a legacy. Off the clock, Marie enjoys running, traveling, volunteering for various charitable organizations, and spending time with her family. This‌‌ ‌‌episode‌‌ ‌‌talks‌‌ ‌‌about:‌‌ How Marie got started in real estate investing What are some tax advantages of investing in real estate? Who is “Grasmeier Business Consulting” and the services they offer? What is real estate syndication? General Partner vs. Limited Partner in a real estate setting From a tax perspective, what is a “Real Estate Professional” The tax benefits of investing in a syndication. What is capital gains tax? Standard versus Itemized Deductions and when to use either? The tax advantages of cash value whole life insurance. What are some other tax-saving strategies? Tax Credits vs. Tax Deductions How some tax credit can be refundable To connect with Marie Grasmeier please visit: ➡️Company Website:

Marie O'Malley is the Senior Director of Supplier Outreach for Medtronic, responsible for developing and executing long-term Medtronic supplier outreach programs, including efforts around Responsible Supply Management and Supplier Diversity. In her role, she also liaises with various government officials and development boards to advance Medtronic's Supplier relations.  Marie also leads the team to advance communication strategies for Medtronic's Global Supply Management organization. Marie joined Medtronic through the Bard USCI/AVE merger and has been with Medtronic for 25 years. Marie has progressed through several positions with increasing responsibility in a number of functions including Finance, Sales & Contract Administration, Customer Service, Global Supply Chain, and Supply Management roles.  Marie has an MBA from Bentley University and a bachelor's in Finance from Binghamton University in New York.  She also maintains credentials as a CPSD (Certified Professional in Supplier Diversity). Certified Management Accountant, and CPIM (Certified in Production and Inventory Management). Marie currently serves as Chair on the Board of Directors of MassMEDIC representing Medtronic.  MassMEDIC is an association of medical device manufacturers in the Commonwealth with over 400 members including manufacturers, product developers, suppliers, research institutions, and academic health centers.  Marie was recognized in the 2018 and 2019 top 100 list of women executive leaders in the MedTech industry.

Sign up to get free CPE for listening to this podcast:https://earmarkcpe.com/Connect with Jeff Thomson, President and CEO @ IMA:https://www.linkedin.com/in/jeffthomsonima/Learn more about the Institute of Management Accountants:https://www.imanet.org/Connect with Blake Oliver, CPALinkedin: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Jeffrey Walker is Chairman of New Profit, a venture philanthropy organization that backs breakthrough social entrepreneurs who are advancing equity and opportunity in America. Listen to hear how Jeff has always been a seeker and the role meditation plays in his life. He discovered his purpose, to minimize suffering and enhance joy, on a trip to Bhutan. He shared how his approach to impact involves applying all of his skills, partnering with change-makers and listening to people proximate to the problem. Jeff gives examples of projects that he supports that are shifting systems through collaborations. Jeff is Chairman of New Profit, a social change venture fund and is founding partner of the Community Health Acceleration Partnership, focused on front line health in Africa and the U.S. He also currently serves on the boards of the African Philanthropy Forum, Just Capital, UVA Center for Contemplative Sciences (where he is chair), Giving Tuesday, the Aspen Management Partnership for Health, Leadership Now Project on democratic reform and the University of Virginia’s Undergraduate Business School, where he was President for ten years. He is also a partner in Bridge Builders investment fund for Mindful Wellness. Jeff was on the board of the University of Virginia, Chairman of The Council of Foundations at University of Virginia (UVA), served on the Berklee College of Music Board, the Harvard Business School Dean’s Board of Advisors and the HBS Visiting Committee and is on the Advisory Boards of MIT Media Lab and the Harvard School of Public Health. He has been on numerous other for-profit and non-profit boards. Previously, Jeff was Executive-in-Residence at Harvard Business School, focusing on social enterprises and collaboration, and a Lecturer at the Kennedy School. At Harvard, he helped to develop a course in exponential fundraising for nonprofits. He served as the Chairman of Millennium Promise, partnering with the United Nations and Columbia University, an incubator to eliminate extreme poverty, and was the Chairman of the Thomas Jefferson Foundation (Monticello), where he is as an Emeritus Trustee. Jeff Co-Founded and was Chairman of Npower, an organization that provides shared technology services to nonprofits. Jeff co-authored the book, “The Generosity Network”, about new approaches to gather resources to address causes each of us are passionate about. He is currently teaching, researching and writing on the issue of orchestrating and coordinating systems change. For twenty five years Jeff was CEO and Co-Founder of JPMorgan Partners, JPMorgan Chase Co’s $12 billion global private equity business, Vice Chairman of JPMorgan Chase & Co. and Chairman of the JPMorgan Chase Foundation. He has an M.B.A. from Harvard Business School and a B.S. from the University of Virginia, is a Certified Management Accountant and a Certified Public Accountant. He received the John Whitehead award for philanthropy from the NYC HBS Club. See omnystudio.com/listener for privacy information.

As a Certified Management Accountant, a Certified Internal Auditor, and certified in Strategy and Competitive Analysis, Naten Jenson, co-founder of Agency Dad, is certainly the best person to help you establish a strong business and drive your agency's profitability. Today, he joins us to talk about scope creep, a topic that many agency owners struggle with but should definitely learn more about. Remember that if we can get a hold of scope creep, we're going to increase our profit. 3 Little Nuggets What gets measured gets managed. Many agency owners get so focused on that next client that they forget to measure and they are not managing the profitability of existing clients. First mistake, because you cannot identify a problem when you fail to measure. If you don’t have the data, there’s nothing to analyze. How to get those numbers. There are three numbers that you need to know. The first one is your bill rate. The second thing you need to know is your gross profit on a client, and finally, you need the number of hours that you spent on a client. The formula you will need is: gross profit ÷ bill rate. So let's say your gross profit on a client in a month is $1,200. If your bill rate is $120 an hour, you get an answer of 10. Now, what if we had 10 hours budgeted and we use 17 on a client? Well, we've now measured our scope creep. It was 7 hours, and 120 x 7 is $840 of revenue that you’ve lost. Is the problem coming from the client or the agency? Before doubling your rates, you could look at the origin of the problem. If you do this scope creep analysis over three months and clients are consistently using too many hours, then it’s time to look internally first and see if the problem is with the agency. Do I have an employee who actually doesn't know what they're doing? Do they need more training? Is it the wrong fit? Are some questions you can ask yourself before taking this to the client. Sponsors and Resources Agency Dad: Today's episode is sponsored by Agency Dad. Agency Dad is an accounting solution focused on helping marketing agencies make better decisions based on their financials. Check out agencydad.money/freeaudit/ to get a phone call with Nate to assess your agency's financial needs and how he can help you. Subscribe Apple | Spotify | iHeart Radio | Stitcher | Radio FM Understanding Scope Creep Will Help Drive Profitability Jason: [00:00:00] Hey, what's up agency owners, Jason Swenk here. And I'm excited, I have a repeat guest and a repeat guest where we're going to talk about scope creep. Right? You should hear that tun-tun-tun on scope creep, because a lot of us, we struggle with this and if we can get a hold of scope creep we're going to increase our profit. And we'll be able to afford those people to really come in and do the things we don't want to do anymore. So this is a really important episode and let's get into it. Hey, Nate. Welcome back. Nate: [00:00:34] Thanks Jason. Glad to be back with you again. Jason: [00:00:37] Awesome. Well, uh, for the people that have not checked out the first episode, tell us who you are and what do you do. Nate: [00:00:43] My name's Nate Jensen. Uh I'm with Agency Dad, our website is agencydad.money. And we are an outsource CFO firm, bookkeeping firm, accounting firm. And our focus is really helping agencies to drive their profitability. We do that by good accounting where we can actually measure profitability, measure what's going on and those metrics drive action, drive decision-making that leads to greater profitability. Jason: [00:01:08] Awesome. Well, let's go ahead and talk about scope creep and how to identify this, because I know there's a lot of agency owners. We're busy at bringing in new business and we really kind of take our eye off the ball a little bit. And there's a lot of, uh, what I call profit leaks in scope creep. So tell us how can we identify these? Nate: [00:01:33] Yeah, no, you're absolutely right. What I, what I see is when, when someone's in growth mode, they're, they're so focused on that next client, that next client. That they're not measuring and they're not managing the profitability of existing clients. Peter Drucker is famous for saying what gets measured, gets managed. So identifying scope creep, the first thing you've got to do is measure it, where's it happening with clients is that happening with? And, and how bad is the problem? And so I want to talk today a little bit about how do we measure it? What are the numbers that we need to know? And, uh, after we go through that, we'll get to, what can we then do about it? Jason: [00:02:09] Cool. So, yeah, let's get into how do we measure it? Nate: [00:02:12] Ok, First, how do you measure it? There's three numbers that you need to know. And most accounting systems you should be able to pull at least one of these numbers out of there. You need to know your bill rates, which is, hey, if we think we're going to spend 10 hours on a client project, we're going to bill them, let's say, $120 an hour. So we're billing $1,200. The $120, that's your bill rate. Second thing you need is your gross profit on a client. This is the one that you should be able to pull out of QuickBooks or whatever accounting software you're in. And your gross profit is what you build a client minus any direct costs. So if you're, if you're spending money on ads for your clients, it's going to be what you bill the client minus what you spent for those ads. That's your what's left is your gross profit. And then the last thing, the third number that you need is how many hours. In a given month, did you actually spend on that client? So the way you measure scope creep, I'm going to give you three formulas there. They're simple formulas. If you're driving don't, you know, don't stop and try and do the math. Jason: [00:02:09] We'll put them in the show notes for you guys. Nate: [00:02:12] But the first thing all you're going to do is you can take that gross profit by clients in whatever month you're looking at and divide it by your bill rate. So let's say your gross profit on a client in a month is $1,200. If your bill rates $120 an hour, you get an answer of 10, right. 1200 divided by your, your bill rates, 10 hours. And that 10 hours. That's how many hours you have available for that client. You've said based on my bill rate, you've got 10 hours. So one of those other numbers that you need is how many hours you actually used. So if you look at that client and you say, h, okay. Out of 10 hours, we only used, let's say six. Well, I have four extra hours, so there's no scope creep. I had 10 hours budgeted. I only use six. I have four leftover. Great. Now what if we had 10 hours and we use 17? Well, we've now measured our scope creep. We have in that month, we have seven hours scope creep, which is, you know, if you've only budgeted 10, that'd be pretty significant. And then the final thing you want to look at here is what did that cost you? Okay. So if we know we're seven hours over and our bill rate is $120. 7 hours x $120. We've actually lost out on $840 of revenue. Does that makes sense? I know it's a lot of math. It's a lot. Jason: [00:04:34] yeah, it definitely does. You know, what we always did and what I've always told everybody is, is you should be tracking all of your hours for everything that you do. And so how we had it in our software, we use a really cool project management software back in the day called My Intervals, but it works like ClickUp or Teamwork or any of those and what we would do after we had a baseline of projects or engagements. We'd be like, okay, well we know this normally takes a hundred hours to go do, and then we would break it up into segments or phases. And then we would actually get a visualization of each of the deliverables and each deliverable had allocated hours to it. So then, then on a weekly basis, our project manager, or on daily basis if they wanted, they could look at it and then it would show green. If they're under, you know, yellow, if we're getting close red, if we're over. And so then we could go, all right, well, why are we going over? Or why, why are we getting close? And then we can make our adjustments. Nate: [00:05:35] Yeah. Well, one of the things that I tell people and I, I've totally made this statistic up, but I use it anyways is I say 95% of your data analysis is new data entry. The number of clients that we work with when we start working with them, who don't actually track their time to clients, uh, it continues to surprise me. I'm like, if you're not tracking the data, if you don't have the data, there's nothing to analyze. And, well, it's no wonder you've, you've spent a year growing your business and you're working twice as hard and you're making just a little bit more money. Jason: [00:06:05] Actually. They're making less. That's what I see a lot of times. Nate: [00:06:09] They are making less, I was giving the benefit of the doubt. But, yeah, that's why you've got to track the data. You got to track the time. And so if you, if you have the numbers. And again, throw them into these simple formulas. It's really easy to see, Oh, I've got this client, this client, and this client, they're each using, you know, seven hours per month too many. And it's really easy to see where you, like, what you call the profit leaks, right. Where it’s easy to see where those leaks are. Jason: [00:06:35] I find scope creep actually starts before you even actually sign up the client. I find it happens in the sales conversation. It's about setting the expectation with the client and not trying to oversell them. I think a lot of, especially if you're an agency owner and you're doing the sales, which that should stop immediately, right? You should find a salesperson, but a lot of times you try to go like this is what we're going to do. And we're going to do this, this, this, and you're just piling all this stuff that, you think in order to close the deal, or if you have a really bad salesperson, you do that. And it really starts there. And, but I totally agree with you on data entry too. Nate: [00:07:15] Well, no, you're absolutely correct. Because whether you bid the job wrong, you know, in the beginning or whether the client has just taken a little more time, a little more time, a little more time, the problem ends up being the same. It is you're not, you're not billing for the amount of time you're spending on it. And so regardless of what caused it, you're still able to measure it and identify where is this happening? So it's amazing. Let's say, let's say you have 20 clients and you find that three of them are using seven hours per month too many. Well, that's only 21 hours per month, but what you bill, times your $120 hour bill rate, and you're losing $2,500 per month in revenue. You should be charging, somebody should be charging, whether it's this client or if they're not using it to pick up a new client, and then you have that bandwidth to take care of them. Jason: [00:08:04] Yeah. One of the things that we found that pointed it out to me, because yeah, like, like you said, you’re like, oh, it was only three hours here, or it's only an hour here, but if you do this one thing and I can promise you you'll change your idea about, because when the client comes to you and go, Oh, can you do this? And you always say yes. You should implement a $0 change order. I talk about this and the agency playbook all the time and we actually give you guys a template for it, but it's really when they come to you for something very small, I want you to print them out a change order. That shows the original price that you would actually charge for it. So if it's a hundred dollars an hour, let's just say easy math, put that down and then cross it out and have them sign it and send it back to you. So you're training them that this is additional. So when they actually come to you for the big items, then you can actually go, oh no, no, no. My digital agency can't do this. Again, we already gave you this free stuff over here. And then the client is programmed to go, oh yeah, it's it's additional. And when you start acting, like, I literally started adding up all the change orders and I was like, oh my gosh, like I gave away $10,000 last month. Nate: [00:09:19] Right. Yeah. It's great if you've taken the time to train your clients that way. And anybody that's not, they should get started. Right. But if you were to do this analysis and say, oh my heck, I'm giving away three grand a month in free services. We need to talk about, okay, what can I do right now? Okay. It's great. I'm going to start changing my process with my clients, but what can we do right now? The first thing I would say is I would not go to a client after one month of analysis and say, hey, we're going to charge more money because that month may be an outlier, right? That month. Maybe you're doing a lot of prep work that's going to pay you over the next several months. But if you do this analysis over, let's say three months, and clients are consistently using too many hours. Then I would go and I'd look internally first and I would say is the problem with me? Okay. Do I have an employee who actually doesn't know what they're doing? Do they need more training? Is it the wrong fit? Etcetera. So what's, what's kind of generating it. If my employee who's done this work, if I asked them, what, what are they spending their time on? And they say, every time he put up their Facebook ads within two hours, there's a phone call. They want the copy change. They want the image changed. Then we know the problem is more with the client than with us. But even then, it's not necessarily that we go to the client and say, hey, look, we're changing the contract. You've got to pay us more money. It might just be a trust issue, right. It might be that they don't really believe that we're the experts. And if they don't put themselves into the process, we're not going to do it, right. So it might just be a conversation of helping them to actually trust that we can do the work. And so we're in, instead of charging them more money, we're helping them to take less of our time. And then again, that frees up our bandwidth and we can then. With those additional hours, we go pick up a new client and build that client instead of giving those hours away for free. Jason: [00:11:06] Yeah. I always, I like how you said kind of look back at your internal process first before you kind of blame the client. Because a lot of times the clients, they'll just, they don't know they're ignorant. They've never gone through this process and they don't know what's in scope or out of scope. When I would talk about scope creep, I would always kind of default back to when I was building my house. Like, I didn't know. The process of building a house. I was like, oh, can I make my room bigger after they do framing? And they're like, you could, but we have to kind of tear down these walls and like all this other stuff. And they were like, well, that would be additional. Or you want a waterfall? Okay. We can do like, like I was just like, it's not included? I thought you said you'd built my dream. Nate: [00:11:51] Yeah. And like, I think it's a good point you brought up earlier is. It is it maybe in the, in the bidding process. And if you're, if you're looking at this on a regular basis and you can… It's gonna, it's going to help you identify that problem, right? If, if you're saying, if you're seeing client after client, where simply their expectations were not in line with what the reality was going to be as an agency owner, that that may be on you and that's, that's fine, right? If you, if you learn that fantastic and let's fix it going forward, but if you're not measuring it and you're just saying, hey, new business, new revenue is going to make me profitable. It's not always going to do it. Jason: [00:12:28] Yeah, I can promise you all of you listening now, before I actually started tracking all of this and actually measuring our time and looking at scope creep, we were losing money on 60% of our engagements, 60%. That's probably what you, Nate, lot of times when you guys probably get an under the covers of a lot of agencies, you probably realize, wow, you're losing a ton of money on these clients. Like, why are you still doing this? Nate: [00:12:54] Right. And I would say sixty maybe high. 60% is, is a high percentage of clients to actually be losing money on. But, but almost guaranteed. There are very few agencies that I do this kind of analysis for that aren't losing money on at least a few clients. And keep in mind, it's not just about, is the client actually profitable or unprofitable, you know. One of the questions you should be asking is, is the client profitable enough? So we may have a profitable client, but because of the scope creep. We're spending so much time that they're, they're just barely profitable. When really if we're going to run a, a good, solid, profitable agency we need to have those boundaries. We need to be able to say, you know, our, our bill rate is 120 an hour that finds you this many hours. And if we're consistently spending too much time, we've got to change that. We've got to fix it. Jason: [00:13:42] That's another good point about like how profitable are they? We had a mastermind member not too long ago. Uh, had a bunch of legacy clients. We showed them a bunch of systems in the mastermind where they really kind of quadrupled their sales, but then they had all of these existing legacy clients and we started looking at it and they were, some of them, all of them were profitable. But just like you were saying, they were barely profitable. And we went to them and we're like, well, how can we get them up to par? And the only way we can actually get the mastermind member in order to do this was to have them calculate the opportunity cost. Like, what was the difference between the new clients coming in? Like how much money were they making there and the old ones. And that actually forced them, like, as they started looking at the data, he was like, holy cow. Well, like if I could just double the rates, and we're like double those rates, and even if half those clients go away, the other ones will make up the difference. But you want to know what happened, Nate? Every one of them said yes. And he made 60,000 extra every month. By not having to sell anything more or deliver anything more just by literally going, hey, we need to be more profitable. Nate: [00:14:56] I'm glad you brought up opportunity costs because some people would say, hey, let's take an example of we're spending seven extra hours on this client every month. And what I said earlier is you're losing $840. Cause it's those hours times your bill rate. And some people would argue, well, no, cause I'm really only losing what I'm paying my employees. I'm not losing the whole bill rate. I'm like, yes, you are because you should be invoicing that. Right. You're spending that whatever it is, 40 bucks or 30 bucks an hour on your employee, regardless of where it's spent or not being used on a client at all, you've got to look at the opportunity cost. It's that's really what, you're what you're losing. It's not just money out of pocket. So yeah. Perfect point. Jason: [00:15:36] Well, this has been awesome. Nate, is there anything I didn't ask you that you think would benefit the audience listening in? Before we go over to the, the cool thing I want to, I want you to tell everybody about right. Nate: [00:15:48] Really, it really comes down to just taking the time to measure this stuff is so easy. Like you said, if you are, if you're an agency owner and you're doing your own sales system, if you're an agency owner and you're doing your own bookkeeping, your own financial reporting, which means you're probably not doing any financial reporting. You should stop, right? You've got to look at this and you've got to look at it consistently. If you're not measuring it, it's going to get out of hand. There's, there's no question. So I don't think so. I think we've pretty much covered it and I'll make sure that you've got the formulas and you can disseminate those out to your listeners, however makes the most sense. Jason: [00:16:23] Great. Yeah. I mean, if, if you guys are not measuring and if you guys are doing this, then you're not doing the other things that only you could be doing, which, you know, it makes me very worrisome. If that's a word, I don't know. I mean, maybe making up words now. But, uh, Nate, tell us about kind of the special offer where you can, uh, you know, help identify this, you know, for them. Yeah. So we do, we do a free audit on some, some various metrics for agencies, just to, just to have a phone call, just to get to know you and see if there's maybe a fit for us to work together. And so we, we offer a free audit of, of your, your profitability and different metrics. And so for this summer, we're actually offering a free first month, if you do want to do some business with us. Nate: [00:17:06] So, there'll be a link. It's that fact, it's the agencydad.money/freeaudit. And there'll be a link there to have a phone call with me and we can, we can talk to see what your needs are. Jason: [00:17:16] Awesome. Uh, repeat the URL one more time for everybody. Nate: [00:17:20] That's agencydad.money/freeaudit. Awesome. All right, well, everyone, uh, go do that now. You know, I really do appreciate Nate coming back on the show. Make sure you guys go get your free audit, because if you can identify that scope creeps are happening, then you actually have an action plan of what you actually need to go do in order to fix it. So make sure you go there. They're incredible. We've said a lot of mastermind members and a lot of listeners over there. And they've all had amazing things to say about Nate and all their crew. So go do that now and until next time, have a Swenk day.

In this episode host Ken Kaufman, CFO of Community Dental Partners is joined by dental fraud expert David Harris, to discuss fraud vulnerabilities within the DSO industry. They dive into why DSOs have unique and different fraud vulnerabilities. David Harris is the author of “Dental Embezzlement Expert” and founder and CEO of the world’s oldest and largest dental embezzlement investigation firm, Prosperident (founded 1989). He is a sought-after speaker and foremost expert on all things fraud in the dental space. David’s qualifications include: Certified Fraud Examiner, Certified in Financial Forensics, Forensic CPA, Chartered Professional Accountant, Certified Management Accountant, and Licensed Private Investigator. Whether you’ve been thinking about fraud and how to keep your business safe, or if this is the first time it’s crossed your mind — you don’t want to miss this episode!

Cece's guest is Nathan Liao, the founder of CMA Exam Academy, a top Certified Management Accountant exam review program. As a CMA and CMA coach, Nathan mentors accounting and finance professionals in over 80 countries to earn their CMA certification in as little as 8 months. The unique review framework in CMA Exam Academy has proven to be the key to his students' outstanding success in attaining their dream of earning the Certified Management Accountant certification. To connect with Nathan: https://cmaexamacademy.com/contact/  www.cmaexamacademy.com  ABOUT "DEAR ACCOUNTANT" & Host Cecilia Leung, CPA Each episode of "Dear Accountant" is packed with actionable advice to help young finance professionals get ready for their next big thing! Hosted by Cecilia ”Cece” Leung, CPA. Cece is as smart as she is personable. For over two decades, Cece honed her professional skills in the corporate world working for powerhouse firms like JP Morgan, PricewaterhouseCoopers, and Ernst & Young. As an Chinese emigrant, Cece also offers a real-world empathetic perspective of a female, minority business owner.

Gold Nuggets in this Episode: “A business model is nothing but how an organization creates, captures, and delivers value. How they join together these different pieces in a business is the business model.” “Most entrepreneurs, what happens is they think there is a gap in the market, but they never look whether there is a market in that gap.” “Do business testing. Do a sample business testing to see if your assumptions are correct or not. And then, decide a business model based on that.” “90% of startups fail. Why? It's because it's all assumptions.” “A business coach should be looking at three things: giving the entrepreneur a third-party perspective, an accountability partner, and analyse the patterns within the organisation.” This is a podcast. Nobody can see Steve's hand movements, but maybe listeners can hear the air moving to help them visualise it. “You have a natural HR inside you.” “If you have one business model and one revenue model, it can get outdated due to technology at any time. You need to keep innovating newer revenue models to have your business sustain.” “Think of the revenue model side. Technology is giving immense potential for you to have different revenue models. “Only those who will risk going too far can possibly find out how far they can go.” - T.S. Elliott   Our guest is business coach, Joseph Sudhip. Joseph was born and raised in India. With hard work and education as an emphasis for getting ahead, Joseph went on to pursue a Bachelor in Commerce and Law, an MBA in International Business, become a Certified Management Accountant, and got certified as a Registered Corporate Coach. With extensive experience working in various industries with business owners and CEOs, Joseph decided to become a business coach, helping businesses grow and provide value as they succeed. Song by Adam Vitovsky / CC BY 3.0

The IMA has released the 2020 annual salary survey and thought it'd be great to share some of the highlights with you in this episode. As a CMA Coach who's helped thousands successfully go through a Certified Management Accountant exam prep, I know exactly the best CMA exam secrets to bring you exam success. RESOURCES & LINKS MENTIONED IN THIS VIDEO:

In today's episode, let's dive into an analysis of the CMA certification and compare it to the CPA license. Both are fantastic accounting designations but oftentimes professionals don't know which one to choose. The intent of this episode is to help clarify questions and doubts and help you choose the certification that aligns with your career objectives. As a CMA Coach who's helped thousands successfully go through a Certified Management Accountant exam prep, I know exactly the best CMA exam secrets to bring you exam success. RESOURCES & LINKS MENTIONED IN THIS VIDEO:

Are you curious to know more about IMA's scholarship program? Are you eligible for it? I answer these questions and more in today's episode. As a CMA Coach who's helped thousands successfully go through a Certified Management Accountant exam prep, I know exactly the best CMA exam secrets to bring you exam success. RESOURCES & LINKS MENTIONED IN THIS VIDEO:

It's confession time! I'm going to share my 8 biggest test prep mistakes so you can avoid them. I want you to accelerate your learning and success and that's why I'm sharing these mistakes with you in this episode. As a CMA Coach who's helped thousands successfully go through a Certified Management Accountant exam prep, I know exactly the best CMA exam secrets to bring you exam success. RESOURCES & LINKS MENTIONED IN THIS VIDEO:

Over the years, I've heard it all in terms of mistakes candidates make studying for their exam. In today's episode, I'll share the ones that I see often to help you avoid them. I want to help you succeed and pass your CMA exam on your first attempt. As a CMA Coach who's helped thousands successfully go through a Certified Management Accountant exam prep, I know exactly the best CMA exam secrets to bring you exam success. RESOURCES & LINKS MENTIONED IN THIS VIDEO:

If you want to become a CMA, kicking procrastination to the curb is key. In this episode, I'll show you 10 ways to stop procrastination to help you study and take your CMA exam. As a CMA Coach who's helped thousands successfully go through a Certified Management Accountant exam prep, I know exactly the best CMA exam secrets to bring you exam success. RESOURCES & LINKS MENTIONED IN THIS VIDEO:

I felt it was necessary to record an episode to help candidates looking to retake the CMA exam. As a CMA Coach who's helped thousands successfully go through a Certified Management Accountant exam prep, I know exactly the best CMA exam secrets to bring you exam success. RESOURCES & LINKS MENTIONED IN THIS VIDEO:

Wonder how hard the CMA exam is? In this episode, I'll go over the CMA exam difficulty level and the skills you need to develop to succeed. As a CMA Coach who's helped thousands successfully go through a Certified Management Accountant exam prep, I know exactly the best CMA exam secrets to bring you exam success. RESOURCES & LINKS MENTIONED IN THIS VIDEO:

Ringing in the new year with a brand new episode going over changes to the CMA exam in 2021 and actionable advice to set you up for exam and career success! As a CMA Coach who's helped thousands successfully go through a Certified Management Accountant exam prep, I know exactly the best CMA exam secrets to bring you exam success. RESOURCES & LINKS MENTIONED IN THIS VIDEO:

CMA Exam Secrets REVEALED // In order to pass your CMA exam, I've got CMA exam secrets and CMA exam tips for you today. Your CMA exam preparation is the most important but using my best CMA exam secrets, you will learn how to pass the CMA exam. As a CMA Coach who's helped thousands successfully go through a Certified Management Accountant exam prep, I know exactly the best CMA exam secrets to bring you exam success. RESOURCES & LINKS MENTIONED IN THIS VIDEO:

CMA Accounting Jobs: 6-FIGURE SALARY // Are you a newly minted Certified Management Accountant and wonder what the CMA jobs opportunities look like, or perhaps how high the CMA accounting salary goes? Finding 6-figure CMA jobs in the USA can be challenging. This is why I've created a weekly newsletter called CMA Dream Jobs, and it's totally free. As an accountant, it's totally possible to land an accounting job with a 6-figure accounting salary. Having a designation such as the CMA helps speed up the process though. The average CMA USA salary is above $100,000 so it pays to invest in earning this accounting designation. If you're looking for corporate accounting jobs with a 6-figure CMA USA salary, this newsletter is for you. You'll get a weekly newsletter listing the best CMA accounting job openings. You can then apply to any of those positions, or to all if you so choose. If you're ready for a very lucrative accounting career with a high management accounting salary, this newsletter is for you! ------------------------------------------------ RESOURCES & LINKS MENTIONED IN THIS EPISODE:

In today's episode, Tom and Phil are joined by Melissa Gruenewald, founder and CEO of Green Forest Financial, PLLC, a CPA and advisory firm, and sitting vice president of Council of Petroleum Accountants Societies (COPAS). They discuss the many benefits of being an active member of COPAS, and how it has helped Melissa develop her career skills, relationships and leadership abilities. They also talk about things you can do to invest in yourself during the pandemic and making decisions moving forward.Highlights:2:41  Why Melissa decided to start her own firm in the middle of the Pandemic4:20  How COPAS has benefited Melissa's career in oil and gas6:09  How COPAS helps in your day to day duties9:03  Developing leadership skills13:17 Why consensus is a big part of the process at COPAS13:58 The true value of networking within an organization like COPAS17:56 Ways that members can be involved in COPAS20:53 Getting started in oil and gas even when you think you need more experience23:03 The value of attending local and national COPAS meetings29.55 The importance of patience in the current industry downturn37:33 Decision making and planning for the future during the pandemic41:07 Melissa's vision for the coming year as president of COPASAbout Melissa Gruenewald:Melissa Gruenewald is the founder and CEO of Green Forest Financial, PLLC, a CPA and advisory firm.  For 24 years, Melissa worked at large and small oil and gas companies with varying accounting responsibilities including joint interest, revenue, joint venture audit, gas balancing, payout, compliance, and financial reporting.  Melissa is currently on the Board of the Council of Petroleum Accountants Societies (COPAS) and serves as the Vice-President.  She also currently serves as the COPAS-OKC Audit Committee Co-Chair.  Melissa received a Bachelor's in Accounting from Southern Nazarene University and a Master's in Accounting from DeVry University.  She is a licensed Certified Public Accountant, Certified Management Accountant, and Accredited Petroleum Accountant.  Connect with Melissa:melissagwald@gmail.comAbout SherWare, Inc.If you're enjoying this episode, please subscribe to our podcast and share with a friend! We also love ratings and reviews on Apple podcasts.SherWare creates software to simplify your accounting needs so you have more time to do the things that matter. We serve independent oil and gas operators, accountants and investors with a platform to manage their distributions and joint-interest billings on a platform -- and we're the only software on the market that can integrate with your QuickBooks company. Click here to watch a demo of the software in action right now.About COPAS:COPAS provides expertise for the oil and gas industry through the development of Model Form Accounting Procedures, publications, and education. We are a forum for the active exchange of ideas which result in innovative business and accounting solutions.Find a society near you.

CMA Accounting Exam Prep 2021 // As we get close to the end of the year, most candidates are beginning to plan their CMA exam for 2021. They are now wondering how to become a CMA 2021. There's a lot that goes into planning a successful CMA exam prep 2021, so I'll help you out in today's episode. First, you need to make sure you use CMA study materials 2021. Is the content outline changing from this year to 2021? Listen to today's episode to find out. The CMA accounting exam is not easy but with proper guidance, you'll pass your CMA exam 2021. I've got some CMA exam tips 2021 to help you ace your Certified Management Accountant exam 2021. After today's episode, your CMA accounting prep will be rock solid to help you become a CMA accounting 2021. ------------------------------------------------   RESOURCES & LINKS MENTIONED IN THIS EPISODE:

CMA Study TIPS and TRICKS to PASS YOUR EXAM // Are you looking for CMA study tips and CMA study tricks? Look no further! You'll be able to pass the CMA exam on your first attempt if you apply what you'll learn in today's episode. As your CMA Coach, I'll help you earn your Certified Management Accountant designation.   If you're wondering how to pass the CMA exam, how many hours to study for the CMA exam, what the process is like for studying for the CMA exam, I've got answers for you today.   I've compiled the best CMA exam tips and CMA exam strategies to help you ace your CMA exam. There are several CMA credentials in the world, but the one I'm covering is the US CMA which is the only one that's recognized globally.   In this episode, you'll learn about CMA USA study tips, US CMA tips and how my students at CMA Exam Academy pass their CMA exam. ------------------------------------------------   RESOURCES & LINKS MENTIONED IN THIS EPISODE:

CMA Study Plan for Working Professionals // If you're considering taking the Certified Management Accountant exam, you will need a CMA study plan at a minimum. Studying for the CMA exam is not easy, but not impossible either.   I've been a CMA Coach for over 7 years helping thousands of candidates develop a CMA study strategy and a CMA study plan for working professionals.   Without a study plan for the CMA exam, you may get lost in the study process. That's why I recorded this video to provide you with CMA exam tips and a CMA USA study plan that will work for you. At CMA Exam Academy, my flagship program, candidates don't have to worry about a CMA study plan. It has a built-in 16-week program that's been extremely successful. I'll share what we do with you today so you too can pass your CMA exam.   ------------------------------------------------   RESOURCES & LINKS MENTIONED IN THIS EPISODE:

Highlights:  [4:50] Becoming a go-getter [13:21] How to get ahead of upcoming trends [26:58] Being comfortable with the uncomfortable   Meet Tracy Repchuk   Occasionally we have guests on the show who have literally done so much that it is both overwhelmingly inspiring and at the same time impossible to do them justice in an intro. Tracy is one of those people.   Tracy is the CEO of InnerSurf International and she leads and empowers you to develop a freedom-based business by systemizing, streamlining and scaling to success, while working from home.    > 9 Time #1International Bestselling Author including 31 Days to Millionaire Marketing Miracles from Wiley Publishing > World-renowned speaker in over 37 countries including China, Dubai, Brazil, Africa, Australia, Singapore, UK and more > Award winning entrepreneur, writer and speaker since 1985 when at the age of 19 she started her software company > Over 20 awards including awards from the Senate, Assembly, the White House and President Obama > She’s been a true Pioneer on the internet... developing brands, websites, SEO and now social media since 1994 and currently serves on the Forbes Coaching Council, Amazon Influencer, and Linkedin Advisor programs > Runs her own 501c3 foundation to help underprivileged women to gain life and business skills so they can be independent and run a business from anywhere with confidence > Certified Management Accountant, Certified Social and Community Manager, Certified Search Marketing Specialist, Certified Customer Optimization Specialist, Certified Community Management Specialist > Global leader in strategic thinking for increased market reach serving thousands of clients around the world to help you reach millions with your message.  > She’s been a Featured expert on over 22 National and Local TV channels as a trusted resource for technology, internet and social media including ABC, NBC, CBS, FOX and has been featured in 3 motivational movies > Host of ReachMillions.TV - an entrepreneurial lifestyle and learning channel   Bottom line: this is one powerful woman. And what I love about Tracy is that she is absolutely dedicated to helping as many people as she can live the life of their dreams. So if you’re ready to take your life to the next level, buckle up… this episode is for you.   Connect with Tracy:  https://Linkedin.com/in/TracyRepchuk https://facebook.com/groups/KonnectionstoFreedom https://youtube.com/TracyRepchuk https://instagram.com/TracyRepchuk https://twitter.com/TracyRepchuk https://pinterest.com/TracyRepchuk https://www.tracyrepchuk.com/   ...   Want more InJoy? LinkedIn: https://www.linkedin.com/in/jeffbaietto/ Instagram: jeff.baietto injoyglobal.com   ...   Want to try a revolutionary self-care game? Download InJoy Daily: The Self-Care Game now: iOS: https://apps.apple.com/us/app/injoy-daily-motivation/id1523808851 Android: https://play.google.com/store/apps/details?id=com.brst.injoy  

Brian Paradis is a senior partner with CSuite Solutions, a national strategic advisory firm. CSuite Solutions is led by former healthcare industry CEOs focused on the transition and practical strategies to move healthcare industry from “volume to value.” Previously, Paradis was president of Florida Hospital’s Central Region, a $4billion enterprise with over 25,000 employees and 2,000 physicians. Under his leadership, Florida Hospital was the #1 ranked hospital in Florida by the US News and World Report for three years. Paradis’s understanding of the role of immigration in organizational leadership helped develop a creative, results-oriented team based on a shared vision driven by a Strategic Innovation Agenda (SIA).  Paradis earned a BA in Business Administration from Southern College, Chattanooga, TN, is a CPA, and is a Certified Management Accountant. He is married, father of five, and the unexpected owner of three dogs.  John Marchica, CEO, Darwin Research GroupJohn Marchica is a veteran health care strategist and CEO of Darwin Research Group, a health care market intelligence firm specializing in health care delivery systems. He’s a two-time health care entrepreneur, and his first company, FaxWatch, was listed twice on the Inc. 500 list of fastest growing American companies. John is the author of The Accountable Organization and has advised senior management on strategy and organizational change for more than a decade. John did his undergraduate work in economics at Knox College, has an MBA and M.A. in public policy from the University of Chicago, and completed his Ph.D. coursework at The Dartmouth Institute. He is a faculty associate in the W.P. Carey School of Business and the College of Health Solutions at Arizona State University, and is an active member of the American College of Healthcare Executives. About Darwin Research GroupDarwin Research Group Inc. provides advanced market intelligence and in-depth customer insights to health care executives, with a strategic focus on health care delivery systems and the global shift toward value-based care. Darwin’s client list includes forward-thinking biopharmaceutical and medical device companies, as well as health care providers, private equity, and venture capital firms. The company was founded in 2010 as Darwin Advisory Partners, LLC and is headquartered in Scottsdale, Ariz. with a satellite office in Princeton, N.J.

During this live Q&A episode, you'll learn when to expect your CMA exam score to be released by. I know first hand how nerve-racking it can be to sit there and wait not knowing when to expect your CMA exam score so that's why I'm tackling this question today. Plus, I'll answer all YOUR questions so get ready for a value-packed hour with your CMA Coach. Over 37,000 candidates worldwide have sought my guidance and help to earn their CMA certification, and I'm happy to do the same for you during this live episode of The CMA Show Earning your Certified Management Accountant is the first step into a brighter future! ------------------------------------------------ RESOURCES & LINKS MENTIONED IN THIS VIDEO:

During this live Q&A episode, I'll share the one thing that you should think about if you want to pass the CMA exam on your first try. It's often overlooked but it's key to your exam success and become a Certifed Management Accountant. Plus, I'll answer all YOUR questions so get ready for a value-packed hour with your CMA Coach. Over 37,000 candidates worldwide have sought my guidance and help to earn their CMA certification, and I'm happy to do the same for you during this live episode of The CMA Show Earning your Certified Management Accountant is the first step into a brighter future! ------------------------------------------------ RESOURCES & LINKS MENTIONED IN THIS VIDEO:

During this live Q&A episode, I'll show you how to choose the best CMA review course to help you pass your exam the first time. Plus, I'll answer all YOUR questions so get ready for a value-packed hour with your CMA Coach. Over 37,000 candidates worldwide have sought my guidance and help to earn their CMA certification, and I'm happy to do the same for you during this live episode of The CMA Show Earning your Certified Management Accountant is the first step into a brighter future! ------------------------------------------------ RESOURCES & LINKS MENTIONED IN THIS VIDEO:

During this live Q&A episode, you'll learn what the CMA exam is like on exam day and also how it's structured. Plus, I'll answer all YOUR questions so get ready for a value-packed hour with your CMA Coach. Over 37,000 candidates worldwide have sought my guidance and help to earn their CMA certification, and I'm happy to do the same for you during this live episode of The CMA Show Earning your Certified Management Accountant is the first step into a brighter future! ------------------------------------------------ RESOURCES & LINKS MENTIONED IN THIS VIDEO:

Join John Pallies and Kristin for an in-depth discussion on the business side of mental health organizations. Mr. Pallies is responsible for accounting, budgeting, information systems and internal controls. His goals include devising planning and performance management systems, and providing expertise in financial reporting and control to assist management in the formulation and implementation of strategy. To accomplish this he works with the rest of the management team to ensure that resources are efficiently and effectively acquired, maintained, and deployed in the best interests of all of JBRC’s stakeholders.Mr. Pallies has more than 20 years’ experience as a senior financial manager in non-profit organizations serving low-income populations experiencing challenges with homelessness, mental health and addiction. He has a Master of Science in Management from the University of Pennsylvania, a Bachelor of Arts in Accounting from Rutgers University and is a Certified Management Accountant.www.jbrcnj.org

During this live Q&A episode, you'll learn about the cost of taking the Certified Management Accountant exam and the hidden costs you should be aware of too. Plus, I'll answer all YOUR questions so get ready for a value-packed hour with your CMA Coach. Over 37,000 CMA candidates worldwide have sought my guidance and help, and I'm happy to do the same for you during this live episode. Plus, I'll answer all YOUR questions so get ready for a value-packed hour with your CMA Coach. Earning your Certified Management Accountant is the first step into a brighter future! ------------------------------------------------ RESOURCES & LINKS MENTIONED IN THIS VIDEO:

What To Bring To Your CMA Exam? // During this live Q&A episode, I'll list all the tools you can bring with you to your Certified Management Accountant exam. Prometric centers don't allow just any study tool or CMA calculator so it's important to fully understand what's OK and which CMA exam calculator will get banned. But don't fret, I'm here to guide you on your way to the Certifed Management Accountant designation. Plus, I'll answer all YOUR questions so get ready for a value-packed hour with your CMA Coach. Over 37,000 CMA candidates worldwide have sought my guidance and help, and I'm happy to do the same for you during this live episode. Plus, I'll answer all YOUR questions so get ready for a value-packed hour with your CMA Coach. Earning your Certified Management Accountant is the first step into a brighter future! ------------------------------------------------ RESOURCES & LINKS MENTIONED IN THIS VIDEO:

What Score Do I Need To Pass The CMA Exam? // During this live Q&A episode, you'll learn how the CMA exam scoring system works and what score you need to pass on your first attempt. Plus, I'll answer all YOUR questions so get ready for a value-packed hour with your CMA Coach. Over 37,000 CMA candidates worldwide have sought my guidance and help, and I'm happy to do the same for you during this live episode. Plus, I'll answer all YOUR questions so get ready for a value-packed hour with your CMA Coach. Earning your Certified Management Accountant is the first step into a brighter future! ------------------------------------------------ RESOURCES & LINKS MENTIONED IN THIS VIDEO:

Is the CMA Exam Tough? // During this live Q&A episode, you'll figure out just how tough the CMA exam is and what you can do to pass on your first attempt and get the highly coveted Certified Management Accountant certification. Over 37,000 CMA candidates worldwide have sought my guidance and help, and I'm happy to do the same for you during this live episode. Plus, I'll answer all YOUR questions so get ready for a value-packed hour with your CMA Coach. Earning your Certified Management Accountant is the first step into a brighter future! ------------------------------------------------ RESOURCES & LINKS MENTIONED IN THIS VIDEO:

CMA Salary // During this live Q&A episode, you'll learn what the average salary is for Certified Management Accountants around the world. I'll cover North America, Europe, Asia, and the Middle East. If you've been wanting to know your salary potential as a CMA, this live episode of The CMA Show is for you! Over 37,000 CMA candidates worldwide have sought my guidance and help, and I'm happy to do the same for you during this live episode. Plus, I'll answer all YOUR questions so get ready for a value-packed hour with your CMA Coach. Earning your Certified Management Accountant is the first step into a brighter future! ------------------------------------------------ RESOURCES & LINKS MENTIONED IN THIS VIDEO:

1982 Ventures is a Singapore based VC firm focused on investing in early stage fintech start-ups in Southeast Asia. We have experience leading and executing fintech deals in the region. Our focus makes us the first port of call for fintech founders and first money in. Our local networks provide us exclusive deal flow, on-the-ground insights and access to decision makers. 1982 Ventures is investing in and supporting the best founders to positively impact the future of financial services in Southeast Asia. For more information visit: https://1982.vc/. Scott is the Managing Partner of 1982 Ventures. He is responsible for setting the investment and deal execution strategy and manages overall operations. He previously was a Principal at tryb Group and led the Investments team. He led investments into First Circle, leading digital SME lender in the Philippines, Asia Collect, a regional digital debt collection services, and supported the team in a growth equity deal, Chinsay, global enterprise technology SaaS. Prior to joining tryb in December 2016, Scott worked as Director and Office Head for Moore Stephens, leading corporate finance and CFO services practice, in Shanghai. At Moore Stephens, Scott worked closely with EU- and US-based boards and financial sponsors to manage financial operations for their investments in Asia, providing investment planning, restructuring and transaction support, while serving as regional finance head for 22 companies. Scott started his career in New York with PwC. He worked in PwC’s Fixed Income and Credit Group where he worked with investment banks and portfolio managers on fixed income derivatives. He has extensive experience modeling fixed income derivatives and other sophisticated credit products. He graduated with a degree in Finance and Investments from Baruch College and is a Certified Management Accountant. Scott has previously served as Board Treasurer and Executive Committee member for the Benelux Chamber of Commerce in Shanghai. In his free time, Scott enjoys assisting social entrepreneurs with finance and accounting issues, volunteered for Grameen Bank in Bangladesh and has been a lecturer at kanthari.org’s India campus since 2013. Contact: scott@1982.vc LinkedIn: https://www.linkedin.com/in/skrivokopich/ --- Support this podcast: https://anchor.fm/geeksofthevalley/support

“The Supply Chain Behind Transformative Healthcare: Marie O’Malley with Medtronic” Supply Chain Now Episode 322 Broadcast at DMSCA Conference Sponsored by Verusen This episode of Supply Chain Now features Marie O'Malley. Marie is the Senior Director of Supplier Outreach for Medtronic, responsible for developing and executing long-term Medtronic supplier outreach programs, including efforts around Responsible Supply Management and Supplier Diversity. In her role, she also liaises with various government officials and development boards to advance Medtronic’s Supplier relations. Marie also leads the team to advance communication strategies for Medtronic’s Global Supply Management organization. Marie joined Medtronic through the Bard USCI/AVE merger and has been with Medtronic for 25 years. Marie has progressed through several positions with increasing responsibility in a number of functions including Finance, Sales & Contract Administration, Customer Service, Global Supply Chain and Supply Management roles. Marie has an MBA from Bentley University and a bachelor’s in Finance from Binghamton University in New York. She also maintains credentials as a CPSD (Certified Professional in Supplier Diversity). Certified Management Accountant, and CPIM (Certified in Production and Inventory Management). Marie currently serves as Chair on the Board of Directors of MassMEDIC representing Medtronic. MassMEDIC is an association of medical device manufacturers in the Commonwealth with over 400 members including manufacturers, product developers, suppliers, research institutions and academic health centers. Marie was recognized in the 2018 and 2019 top 100 list of women executive leaders in the medtech industry. Upcoming Events & Resources Mentioned in this Episode: Subscribe to Supply Chain Now: supplychainnowradio.com/subscribe/ Connect with Scott on LinkedIn: www.linkedin.com/in/scottwindonluton/ Connect with Paul on LinkedIn: https://www.linkedin.com/in/pauljnoble/ Connect with Marie on LinkedIn: https://www.linkedin.com/in/marie-o-malley/ SCN Ranked #1 Supply Chain Podcast via FeedSpot: tinyurl.com/rud8y9m SCNR to Broadcast Live at AME Atlanta 2020 Lean Summit: www.ame.org/ame-atlanta-2020-lean-summit SCNR on YouTube: tinyurl.com/scnr-youtube The Latest Issue of the Supply Chain Pulse: conta.cc/39CqaRx 2020 AIAG Corporate Responsibility Summit: tinyurl.com/sd8pb8h 2020 AIAG Supply Chain Summit: tinyurl.com/yx5asq35 Supply Chain USA 2020: tinyurl.com/yx4c2v2q Supply Chain Now Listener Survey: forms.gle/76Q2ynmidNdRCgzM7 Check Out News From Our Sponsors: The Effective Syndicate: www.theeffectivesyndicate.com/blog U.S. Bank: www.usbpayment.com/transportation-solutions Capgemini: www.capgemini.com/us-en/ Vector Global Logistics: vectorgl.com/ APICS Atlanta: apicsatlanta.org Verusen: www.verusen.com/ ProPurchaser.com: tinyurl.com/y6l2kh7g Supply Chain Real Estate: supplychainrealestate.com/ This episode was hosted by Paul Noble and Scott Luton. For additional information, please visit our dedicated show page at: www.supplychainnowradio.com/episode-322.

Guest Name : Iman Subekti, Ak, CA, CMA, CBV - Finance Executive with Lean Six Sigma Belt, Senior VP. PT Teladan Resources Language : Indonesian, Publication date: Oct, 24th 2019 Iman Subekti is an Audit, Tax and Financial Executive with more than 20 years of professional experiences, with professional certifications. He is now the Senior VP for PT. Teladan Resources, Indonesia. In addition, Iman is Vice President, Indonesia at ICMA (The Institute of Certified Management Accountant) where he plays a critical role in maintaining a relationship with a government, industrial, commercial and professionals. In this episode, Iman explained the benefits for having a cross-functional collaboration in supporting the objectives of the organizations. A highlights: The benefits of cross-functional collaboration The S&OP (Sales & Operations Plan) and IBP (Integrated Business Plan) How to links between the financial metrics into the supply chain operations metrics ICMA' s activity in Indonesia Connect with guest at: https://www.linkedin.com/in/imansubekti --- Send in a voice message: https://anchor.fm/bicarasupplychain/message

Paul Juras, PhD, CMA, CPA is the Vander Wolk Professor of Managerial Accounting and Operational Performance at Babson College, is a Certified Management Accountant and holds a Certified Public Accountant license from NY. He has expertise in strategic management accounting and his current research interests focus on contemporary cost management and operational performance issues. Industry 4.0 (I4.0) appeared on the scene a few years ago. Whether called the 4th industrial revolution, smart factories, or some other name, the underlying principles of I4.0 are impacting organizations and their supply chains across the globe. In his first episode as a part of Count Me In, Paul Juras, helps us understand just why we, as accounting and finance professionals, can benefit from learning more about this topic.

CMA PART 2 - YOUR SYLLABUS IN A NUTSHELL // Are you ready to study for the CMA exam part 2? First, you need to understand what the CMA Part 2 syllabus includes so you study only the US cma syllabus. The CMA exam has an average global pass rate of 35% so make sure your CMA exam prep covers every single topic of the CMA Part 2 syllabus. Moreover, with the right CMA study plan you'll not only pass your CMA Part 2 exam but also become a Certified Management Accountant.   There are several CMA certifications around the world. Don't be confused by all of them. The US CMA or like others like to call it, CMA US, is the only certification recognized worldwide and the one I focus on.   RESOURCES & LINKS MENTIONED IN THIS VIDEO:   Get a free copy of my CMA exam secrets cheat sheet here: Best CMA exam study technique: CMA EXAM COACHING: Want to pass your CMA exam on your first attempt? CMA Exam Academy is accepting new students who are seriously ready to become CMAs. Nathan Liao (aka the CMA Coach) has coached over 35,000 CMA candidates who came knocking at his door seeking guidance. And just like them, Nathan is here to show you how you can also pass the CMA exam on your first attempt without wasting money or time. For details, click here:   SAY HI ON SOCIAL Twitter  Instagram Facebook LinkedIn   Listen to The CMA Show PODCAST here: iTunes Stitcher Youtube

CMA PART 1 - YOUR SYLLABUS DEMYSTIFIED // Are you ready to study for the CMA exam part 1? First, you need to understand what the CMA Part 1 syllabus includes so you study only the US cma syllabus. The CMA exam has an average global pass rate of 35% so make sure your CMA exam prep covers every single topic of the CMA Part 1 syllabus. Moreover, with the right CMA study plan you'll not only pass your CMA Part 1 exam but also become a Certified Management Accountant.   There are several CMA certifications around the world. Don't be confused by all of them. The US CMA or like others like to call it, CMA US, is the only certification recognized worldwide and the one I focus on.   RESOURCES & LINKS MENTIONED IN THIS VIDEO:   Get a free copy of my CMA exam secrets cheat sheet here: http://bit.ly/2VLChpa   --------------------   CMA EXAM COACHING: Want to pass your CMA exam on your first attempt? CMA Exam Academy is accepting new students who are seriously ready to become CMAs. Nathan Liao (aka the CMA Coach) has coached over 35,000 CMA candidates who came knocking at his door seeking guidance. And just like them, Nathan is here to show you how you can also pass the CMA exam on your first attempt without wasting money or time. For details, click here: http://bit.ly/2MiHPX0   --------------------   SAY HI ON SOCIAL   Twitter: https://twitter.com/CMA_Coach Instagram: https://www.instagram.com/nate_liao/ Facebook: https://www.facebook.com/CMACoach LinkedIn: https://www.linkedin.com/in/nathanliao/   Listen to The CMA Show PODCAST here: iTunes: https://cmaexamacademy.com/itunes Stitcher: https://cmaexamacademy.com/stitcher https://youtu.be/ax23nugb6uM   #cmacoach #cmaexam #certifiedmanagementaccountant #futurecma

CMA EXAM FEES PLUS IMA MEMBERSHIP - DON'T OVERPAY // Wonder what the CMA exam fees consist of? In order to take your CMA exam, you'll need to cover a number of IMA CMA fees including your IMA membership fees and US-CMA exam fees all payable directly to the IMA. In this video you'll discover the overall CMA exam cost plus IMA fees required to become a Certified Management Accountant.   Taking the Certified Management Accountant exam is not cheap but the benefits completely outweigh the cost in the long run. I feel honored to be your CMA Coach today and guide you through the complexity of paying for Certified Management Accountant exam fees.   RESOURCES & LINKS MENTIONED IN THIS VIDEO:   Get a free copy of my CMA exam secrets cheat sheet here:    EXAM COACHING: Want to pass your CMA exam on your first attempt? CMA Exam Academy is accepting new students who are seriously ready to become CMAs. Nathan Liao (aka the CMA Coach) has coached over 35,000 CMA candidates who came knocking at his door seeking guidance. And just like them, Nathan is here to show you how you can also pass the CMA exam on your first attempt without wasting money or time. For details, click here:   SAY HI ON SOCIAL Twitter  Instagram Facebook LinkedIn   Listen to The CMA Show PODCAST here: iTunes Stitcher Youtube

CERTIFIED MANAGEMENT ACCOUNTANT (CMA) EXAM QUESTIONS - HOW TO SCORE THE MOST POINTS // Need tips on CMA exam questions? I've got the best CMA exam tips to help you pass the Certified Management Accountant exam and become a CMA.   During your CMA exam preparation, it's key to learn how to tackle questions in a way that'll get you the most points. As the only CMA Coach online, I'll show you in this video how you can make the most of your Certified Management Accountant exam prep and earn your CMA designation.   The CMA exam is also known as the IMA exam so don't get confused either way. But in all CMA exam review courses, the exam is known as the CMA exam.   Send Me Your Questions: www.cmaexamacademy.com/podcasts   DOWNLOAD MY FREE EXAM CHEAT SHEET   Say hi on social: Twitter Instagram Free Facebook group Youtube

HOW TO PASS THE CERTIFIED MANAGEMENT ACCOUNTANT (CMA) EXAM - ON YOUR FIRST TRY // Want to discover how to pass the CMA exam and how to become a CMA in the process? As your CMA Coach, I'll show you how you can pass the CMA exam the first time with a fantastic CMA passing score.   The Certified Management Accountant exam difficulty is a big question mark for most CMA candidates. They want to pass the cma exam so naturally they first want to understand what they are up against. In this video, I'll answer this question and many more to show you how you can pass the Certified Management Accountant exam too.   Send Me Your Questions: www.cmaexamacademy.com/podcasts   DOWNLOAD MY FREE EXAM CHEAT SHEET: http://bit.ly/2WisiHS Say hi on social: Twitter: https://twitter.com/CMA_Coach Instagram: https://www.instagram.com/nate_liao/ #cmacoach #cmaexam #certifiedmanagementaccountant Free Facebook group: https://www.facebook.com/groups/cmaco... https://youtu.be/FkHsv4a3OpE

CERTIFIED MANAGEMENT ACCOUNTANT (CMA) EXAM - WHAT YOU MUST KNOW // Want to become a Certified Management Accountant? First, you need to understand the structure of the Certified Management Accountant exam. As your CMA Coach, I'm here you guide you by explaining what the CMA exam is all about to help you earn your CMA designation. Your CMA exam prep is crucial to passing on your first attempt. These courses should include CMA exam questions that you can practice with to pass your CMA test. In my CMA exam review course, CMA Exam Academy, I include CMA exam tips to help my students ace their exam. And now I want to share those tips with you too!   DOWNLOAD MY FREE EXAM CHEAT SHEET: http://bit.ly/2WisiHS Say hi on social: Twitter: https://twitter.com/CMA_Coach Instagram: https://www.instagram.com/nate_liao/ #cmacoach #certifiedmanagementaccountant #cmaexam Free Facebook group: https://www.facebook.com/groups/cmaco... YouTube

Founder of Grasmeier Business Services LLC, Marie Grasmeier is a Certified Public Accountant providing tax and consulting services to domestic and international individuals and businesses.  Marie is also a Certified Management Accountant, Certified Global Management Accountant and a Registered Trust and Estate Practitioner. She specializes in assisting foreign investors with their US tax and compliance needs and also enjoys working with entrepreneurs through the entire lifecycle of a business from start-up to succession planning. Having spent most of her career in International Tax Services, she assists foreign investors comply with the Foreign Investment in Real Property Tax Act, Tax Treaties, and assists with financial projections for visa applications and structuring of real estate investment schemes. She helps clients in selecting the optimal investment strategy based on investable assets, risk tolerance, short, mid and long-term goals, exit strategy and available tax credits and incentives.  In this episode, Michelle Bosch chats to Marie about her career, how she grew up around money & finances and why she's excited about real estate. You'll also get some detailed advice into Opportunity Zones - a new investment tool which encourages long-term investments in low-income urban and rural communities. You'll find out how to utilize Opportunity Zones, in order to save on your taxes!   What's inside: Find out about Marie Grasmeier's career Discover how to utilize Opportunity Zones to save on your taxes Understand how Marie incorporates faith & spirituality into her life Learn the common pitfalls that many people face when investing in real estate Find out more! Subscribe and rate our podcast on iTunes at: http://www.michellebosch.com/itunes Android users can subscribe and rate our podcast at: http://www.michellebosch.com/android Follow Michelle Bosch on Instagram to see what she's up to: https://www.instagram.com/michelleboschofficial/ Check out Marie Grasmeier's website: http://www.mariecpa.com Get in touch with Marie via email: marie@mariecpa.com

Brian Paradis is a senior partner with CSuite Solutions, a national strategic advisory firm. CSuite Solutions is led by former healthcare industry CEOs focused on the transition and practical strategies to move the healthcare industry from “volume to value.”Previously, Paradis was president of Florida Hospital's Central Region, a $4 billion enterprise with over 25,000 employees and 2,000 physicians. Under his leadership, Florida Hospital became the #1 ranked hospital in Florida by US News and World Report for three years. It is the largest hospital to receive the ISO 9001 quality certification and launched a new children's hospital with an innovative collaboration with Walt Disney World.Paradis's understanding of the role of imagination in organizational leadership was used to develop a creative, results-oriented team based on a shared vision driven by a Strategic Innovation Agenda (SIA). He kept a grounding on every strategy and plan by asking “How are we growing our business?” “How are we making our product better?” And, “How are we building our teams' capabilities?”Paradis serves his community by focusing his passion on children, family health, and the arts. He has served on the Orange County Public Schools Audit Advisory Committee and the board of the Dr. Phillips Performing Arts Center. He co-chaired the American Heart Association's Orlando Heart Walk for two years, which was the first Central Florida walk to raise over $1 million.Paradis earned a BA in business administration from Southern Adventist University, Chattanooga, TN, is a Certified Public Accountant and a Certified Management Accountant. He considers himself a continuous learner. He is married, the awed father of five children, and the unexpected owner of three dogs.

The Empire Club of Canada Presents: The Honourable Navdeep Bains, Minister of Innovation, Science and Economic Development With An Armchair Discussion on the Future of Data in the Digital Economy: Minister Bains' Vision for Canada as a Global Leader in Trust, Privacy and Innovation The Honourable Navdeep Bains has been the Minister of Innovation, Science and Economic Development since November 2015. He is the Member of Parliament for Mississauga–Malton and a member of Privy Council. Since he was first elected in 2004, he has served in various roles, including Parliamentary Secretary to Prime Minister Paul Martin and critic for Public Works and Government Services, Treasury Board, International Trade, Natural Resources, and Small Business and Tourism. Minister Bains is a former adjunct lecturer at the University of Waterloo. He is also a former visiting professor at Ryerson University's Ted Rogers School of Management. His private sector experience includes several years at the Ford Motor Company of Canada. Minister Bains has a Bachelor of Administrative Studies from York University and a Master of Business Administration from the University of Windsor. He also holds a Certified Management Accountant designation. He is a long-time resident of Mississauga, where he lives now with his wife and two children. Moderator: The Honourable Navdeep Bains, Minister of Innovation, Science and Economic Development Panelists: Adam Felesky, CEO at Portag3 Ventures, Executive Chairman at KOHO Melissa Kargiannakis, Founder and CEO, skritswap Nicole Verkindt, Founder and CEO, OMX Sam Sebastian, President and CEO, Pelmorex Corp. *The content presented is free of charge but please note that the Empire Club of Canada retains copyright. Neither the speeches themselves nor any part of their content may be used for any purpose other than personal interest or research without the explicit permission of the Empire Club of Canada.* *Views and Opinions Expressed Disclaimer: The views and opinions expressed by the speakers or panelists are those of the speakers or panelists and do not necessarily reflect or represent the official views and opinions, policy or position held by The Empire Club of Canada.*

HOW TO BECOME A CERTIFIED MANAGEMENT ACCOUNTANT (CMA) SIMPLE 8 STEP PROCESS // Did you know that the Certified Management Accountant exam is changing in 2020? So if you want to learn how to become a CMA Accountant in 2019, this is the video for you. There are only two exam windows left in 2019 so you'll need to hurry if you want to pass both cma exams this year. If you're thinking of taking both exams in the same CMA exam window, let me tell you that the Certified Management Accountant exam is not easy. As your CMA Coach, my advice is to take only one exam in the upcoming window in May/June, and the second exam in the September/October exam window. If you follow this plan, you'll be well on your way to earn your Certified Management Accountant certification in 2019. Even if you're wondering, “What is a Certified Management Accountant”, this video is also for you. I'll break it all down on how to become a Certified Management Accountant step-by-step.   DOWNLOAD MY FREE EXAM CHEAT SHEET: http://bit.ly/2WisiHS Say hi on social: Twitter: https://twitter.com/CMA_Coach Instagram: https://www.instagram.com/nate_liao/ #cmacoach #certifiedmanagementaccountant #cmaexam Free Facebook group: https://www.facebook.com/groups/cmaco... https://youtu.be/Br7imAQc1AE

Certified Management Accountant (CMA - USA) | യോഗ്യത, സാധ്യത, ജോലി, ശമ്പളം, മറ്റു വിവരങ്ങൾ #CMA #AccountingCourse #TheEducater This episode explains about Certified Management Accountant (CMA); eligibility, course highlights, curriculum, exam details, job opportunities, career fields. Watch, share and subscribe! The Educater Educate . Empower

CERTIFIED MANAGEMENT ACCOUNTANT COURSE - HERE'S THE BEST ONE FOR YOU! // One of the biggest decisions anyone looking to earn the Certified Management Accountant certification is to choose the best cma review course. Most candidates opt for CMA study materials online because it's convenient and there are so many options to choose from. The CMA exam is not easy. In fact only 35% pass on their first try. This is why choosing the right CMA exam review course is so important. In this video I'll show you the various Certified Management Accountant study materials, including my flagship course, CMA Exam Academy. By the end of this video you'll know which CMA review course is the right one for you. As your CMA Coach, I'm here to offer you guidance and the best CMA exam tips to make your Certified Management Accountant test prep a breeze. CMA Study Materials Video: https://youtu.be/lWnTjQsBbxI   DOWNLOAD MY FREE EXAM CHEAT SHEET: http://bit.ly/2WisiHS Say hi on social: Twitter: https://twitter.com/CMA_Coach Instagram: https://www.instagram.com/nate_liao/ #cmacoach #certifiedmanagementaccountant #cmaexam Free Facebook group: https://www.facebook.com/groups/cmaco... https://youtu.be/ypKJWIU6yps

CERTIFIED MANAGEMENT ACCOUNTANT STUDY MATERIAL (PASS THE FIRST TIME!) // Are you ready to become a Certified Management Accountant (CMA) but don't know how to tackle the CMA exam? The first step is to figure out the best CMA study material that you'll need to pass the first time. CMA exam review courses offer a wide range of tools to help boost your learning and pass your Certified Management Accountant (CMA) exam on your first try. In this video, you'll discover the CMA study material that you must have if you are serious about earning your Certified Management Accountant certification. As your CMA Coach, I'm dedicated to showing you the easiest and fastest way to complete your CMA exam review.   DOWNLOAD MY FREE EXAM CHEAT SHEET: http://bit.ly/2WisiHS Say hi on social: Twitter: https://twitter.com/CMA_Coach Instagram: https://www.instagram.com/nate_liao/ #cmacoach #certifiedmanagementaccountant #cmaexam Free Facebook group: https://www.facebook.com/groups/cmaco... https://youtu.be/lWnTjQsBbxI

BEST STUDY TECHNIQUE FOR THE CMA EXAM – 2019 // Want the best CMA exam tips? Prepare for the CMA exam and become a Certified Management Accountant this year. Don't miss out on my best CMA exam review technique to accelerate your learning.   Now you won't have to worry about how to study for the Certified Management Accountant exam!   DOWNLOAD MY EXAM CHEAT SHEET: http://bit.ly/2WisiHS   Say hi on social: Twitter: https://twitter.com/CMA_Coach Instagram: https://www.instagram.com/nate_liao/ #cmacoach Free Facebook group: https://www.facebook.com/groups/cmaco... https://youtu.be/fKXV9pkOiaw

Robb Smith is a leader and social innovator in human development and integral metatheory, advising entrepreneurs, executives and thought leaders on leading-edge social innovation, vertical development, leadership development and company growth. He is CEO and co-founder, with American philosopher Ken Wilber, of Integral Life, a digital hub supporting the global trend towards meta-integrative human capacities (representing ~4% of adults in advanced economies). At Integral Life, he has spearheaded dialogues, courses and events that build skills and tackle pressing problems, including climate change and the rise of populism and the end of US hegemony. He has produced media and events that include Full Spectrum Mindfulness, The Future of Christianity, The Fourth Turning, WhatNEXT, Beyond Seeking, the Climate Leadership Campaign and Loving Completely. He was founder and CEO of Chrysallis, the world's most comprehensive human development app, which offered hundreds of practices across more than 50 areas of human life. Chrysallis was nominated for the 2015 Goldman Sachs Healthcare Startup of the Year and the IONS award for Transformational Technology before being acquired in 2016 by ADURO, where he now chairs the Advisory Board and supports Fortune 500 companies to deploy full-spectrum human performance initiatives. He was a co-founder and partner in Nevada Ventures, the state's first venture capital fund, dedicated himself to building Nevada's innovation economy (syndicating over $200 million in capital). He is a former director of Alere, a three-time Inc. 500 awardee, which became the largest population health management company in the United States. Robb is a graduate of University of Nevada, the Venture Capital Institute and held the Certified Management Accountant and Certified in Financial Management designations. He is a fellow of Desert Research Institute, a former fellow of Aspen Institute and former trustee of Nevada Museum of Art. He was named to Nevada Top 20 under 40 lists in three different decades and in 2012 he was nominated for the TED Prize. He gave a TEDx talk in 2013 on The Transformational Life. In a mushed up world of Politically Correct, hard right, hard left, #metoo, identity politics, too much/too little sexualization in the media, the rise of the fundamentalist view, this podcast provides contours for most of these experiences. www.robbsmith.com We experienced some minor technical issues with the recording. They do not take away from the conversation.

William Spriggs, Economic and Cooperative Development Director at the Bermuda Economic Development Corporation, is interviewed by Vernon Oakes on the Nationally broadcast radio show, Everything Co-op. Vernon and William discuss his plans to educate the Government and constituents of Bermuda about the value of cooperatives in all sectors. Mr. Spriggs is responsible for a wide range of small and medium sized business socio-economic development projects and programs. He is also responsible for designing the foundational framework for cooperatives to develop and thrive within Bermuda, and is a relative neophyte to the cooperative development space. The British territory island nation that supports some 65,000 people and resides within the middle of the Atlantic Ocean, currently has only 1 true cooperative in the likes of the Bermuda Credit Union. Personally, William enjoys designing study groups to support Bermuda's administrative professionals with passing the Certified Administrative Professional or CAP exam, offered bi-annually by the International Association of Administrative Professionals out of Kansas City, MO; his innovative study strategies to master the IAAP CAP exam body of knowledge have minted 26 new Bermuda CAP awardees to date. William is a Certified Management Accountant and a Certified Administrative Professional.

One of the main benefits of investing in real estate is the tax savings it can help you create. Our guest today, Marie Grasmeier, is a real estate investing goddess and a tax expert. Founder of Grasmeier Business Consulting, Marie is a CPA providing tax and consulting services to domestic and international individuals and businesses. Marie is also a Certified Management Accountant, Certified Global Management Accountant and a Registered Trust and Estate Practitioner. She specializes in assisting foreign investors with their US tax and compliance needs and also enjoys working with entrepreneurs through the entire lifecycle of a business from start-up to succession planning. Fluent in Swedish, she’s developed a niche in assisting clients from Scandinavia. Marie is a member of the American Institute of CPAs, The Florida Institute of CPAs, The Institute of Management Accountants and STEP International. ABOUT MONICK HALM Host Monick Halm is the founder of Real Estate Investor Goddesses online community, and bestselling author of “The Real Estate Investor Goddess Handbook.” She has over 13 years of residential real estate investing experience in single family, multi-family, mobile home parks, and flipping. With her husband and their investors, she owns over 1200 rental doors. She delights in adding value for her investors and tenants through improved management and the targeted remodeling and rehabbing of properties. Join Monick, superstar female investors, and goddesses from all over the country at the Wealth Through Real Estate Event happening 11.2-4! Go to www.WealthThroughRealEstate.com to register. Use coupon code WEALTHY to get a significant discount!

Here's What You'll Learn in this Week's Episode:   CMA vs MBA - which one is more practical in real life? How relevant the CMA is in the banking industry How helpful the CMA designation is for a Corporate Finance Director If considering a move to a different industry, does the CMA hold its value? The one skill you need to nurture today to become a Corporate Finance Director tomorrow How to know if complacency has become the silent killer of your career - and what you can do about it now

The Empire Club of Canada Presents: Honourable Navdeep Bains, Minister of Innovation, Science and Economic Development With The Innovation Agenda The Honourable Navdeep Bains is the Member of Parliament for Mississauga Malton and was appointed Minister of Innovation, Science and Economic Development on November 4, 2015. He has extensive parliamentary experience, having represented Mississauga Malton from 2004 to 2011. He served as Privy Councillor and Parliamentary Secretary to Prime Minister Paul Martin and then as Critic for Public Works and Government Services, the Treasury Board, International Trade, Natural Resources, and Small Business and Tourism. Minister Bains was an adjunct lecturer at the Master of Public Service program at the University of Waterloo and a distinguished visiting professor at the Ted Rogers School of Management at Ryerson University. His private sector experience includes several years at the Ford Motor Company of Canada. In addition to ties within the academic and business communities, he has held Director positions with social and cultural organizations within the non profit sector. He is the recipient of a number of awards recognizing his work in promoting diversity in communities. Minister Bains has a Bachelor of Administrative Studies from York University and a Master of Business Administration from the University of Windsor. He also holds a Certified Management Accountant designation. He is a long time resident of Mississauga, where he lives now with his wife and two children. Speaker: The Hon. Navdeep Bains, Minister of Innovation, Science and Economic Development *The content presented is free of charge but please note that the Empire Club of Canada retains copyright. Neither the speeches themselves nor any part of their content may be used for any purpose other than personal interest or research without the explicit permission of the Empire Club of Canada.* *Views and Opinions Expressed Disclaimer: The views and opinions expressed by the speakers or panelists are those of the speakers or panelists and do not necessarily reflect or represent the official views and opinions, policy or position held by The Empire Club of Canada.*

Join us as guest Brendan Major is joined by David Smith of Expense Reduction Coaching. David and Brendan will dive into a topic that every business owner worries about: financial crisis. David will share some insights into turnaround and cash flow management in times of crisis, including economic downturn, declining product or market, entry of competition, etc.About Our GuestDavid A. Smith, CPA, CMA is a ERC franchise owner, graduated from the University of Toronto with a Specialist degree in Business and Economics, and has been a Certified Management Accountant for over 20 years.  With the unification of accounting in Canada, he’s recently been granted the CPA designation.David has held several CFO or Controller positions totaling over 20 years with medium sized public and private companies, in Steel Manufacturing, Telemarketing, Entertainment and Telecommunications.   David’s focus has always been operational oriented and on profit maximization.  David has been on the Senior Management team for a number major corporate turnarounds, and has developed a reputation as a specialist in this area.  David is married and the father of two grown children.

Join us as guest Brendan Major is joined by David Smith of Expense Reduction Coaching. David and Brendan will dive into a topic that every business owner worries about: financial crisis. David will share some insights into turnaround and cash flow management in times of crisis, including economic downturn, declining product or market, entry of competition, etc.About Our GuestDavid A. Smith, CPA, CMA is a ERC franchise owner, graduated from the University of Toronto with a Specialist degree in Business and Economics, and has been a Certified Management Accountant for over 20 years.  With the unification of accounting in Canada, he’s recently been granted the CPA designation.David has held several CFO or Controller positions totaling over 20 years with medium sized public and private companies, in Steel Manufacturing, Telemarketing, Entertainment and Telecommunications.   David’s focus has always been operational oriented and on profit maximization.  David has been on the Senior Management team for a number major corporate turnarounds, and has developed a reputation as a specialist in this area.  David is married and the father of two grown children.

2pm ET / 1pm CT / 12pm MT / 11am PT (Outside US: Dial 00 + 1 + 714-464-4891) Viki Winterton interviews Tracy Repchuk!  Tracy Repchuk, a #1 Amazon.com International Best-Selling Author, is an in-demand TV business personality and Top Woman Speaker in the World for Online Structure and Social Media Marketing. She has been an entrepreneur for 26 years, a Certified Management Accountant with a degree in IT, and has a software development history that has utilized the Internet since its inception. Tracy understands how to create websites with marketing in mind and leverage online media as a consultant for business reinvention.

Welcome to Session #32 of Making Business Happen Radio! This is the podcast to help you build your business playbook. This episode is brought to you by the Whiteboard CMA Review. If you are looking to pass the Certified Management Accountant exam, the Whiteboard CMA Review gives you an innovative live-instruction webinar course or an […] Related posts: Focus on one thing at a time At the Whiteboard-Using Savings to Grow Your Business At the Whiteboard – How can you scale your business?

One Voice... www.VSBAOnline.com | Call-in No. (347)994-1602 | 02/19/2010 2:00 PM CST | 3:00 PM EST | Hosted & Produced By: Rudy Sutherland | in this episode, we will discuss the value, challenges and opportunities of becoming certified in the SBA 8(a) Business Development Program. Joining us for this discussion is Dr. Hubert Glover, CEO & President of REDE Inc. Dr. Glover, has 30 years of executive leadership, management consulting and operational management experience. He has effectively served corporate entities ranging from 8(a) Federal small business contractors to Fortune 500 commercial enterprises. He has been the Principal Corporate Officer over multiple Federal technical support service contracts (ranging up to 193 employees and $45M in contract value) in support of DOE, NASA and EPA. Dr. Glover received his Ph.D. in Accounting from Texas A&M, his Masters of Business Administration from Clark Atlanta University, and his BA in Broadcast Journalism from the University of Southern California. In addition to being a Certified Public Accountant, he is a Certified Internal Auditor and a Certified Management Accountant.

Listen and learn about another online accounting service for freelancers and small businesses. We will be talking to the CEO of IAC Professionals, Heather Villa who will discuss how IAC-EZ is different from other accounting software. Come and ask questions live or join the live chat room. Friday May 8th, 1 pm (pacific).About Heather: Heather herself is a dynamic 29-year-old who has already built her own $1 million international accounting and consulting business - IAC Professionals - over the past eight years. She's a Certified Management Accountant, who, by the way, is also an Intuit Quickbooks Certified Pro Advisor.

Listen and learn about another online accounting service for freelancers and small businesses. We will be talking to the CEO of IAC Professionals, Heather Villa who will discuss how IAC-EZ is different from other accounting software. Come and ask questions live or join the live chat room. Friday May 8th, 1 pm (pacific).About Heather: Heather herself is a dynamic 29-year-old who has already built her own $1 million international accounting and consulting business - IAC Professionals - over the past eight years. She's a Certified Management Accountant, who, by the way, is also an Intuit Quickbooks Certified Pro Advisor.