Podcasts about indiana cpa society

Jennifer Briggs is executive vice president/chief executive officer of the Texas Society of Architects. Briggs joined the organization in June, 2021, and is responsible for leading and managing the TxA staff and fulfilling its mandate to support the Society's mission to be the voice for Texas architecture, supporting the creation of safe, beautiful, sustainable environments.Briggs served as the president CEO of the Indiana CPA Society in Indianapolis, IN prior to joining TxA. Throughout her almost 30-year career Briggs has served in a myriad of roles in national and state associations and in an association management and lobbying firm. She has experience in all aspects of association management and cares deeply in the value associations bring to professionals, communities and students.Briggs earned a degree in marketing from Marian College and an MBA from Butler University. She is a Certified Association Executive (CAE), she is a member of both the American Society of Association Executives (ASAE) and the Texas Society of Association Executives (TSAE).TxA Instagram – txarchitects - https://www.instagram.com/txarchitects/ Facebook – Texas Society of Architects/AIA - https://www.facebook.com/txarchitects LinkedIn – Texas Society of Architects - https://www.linkedin.com/company/texas-society-of-architects/mycompany/ Hosted on Acast. See acast.com/privacy for more information.

CEO of the Indiana CPA Society, Courtney Kincaid, CAE, IOM, joins the show to tell her story of going from bartender to association executive. With building blocks in Membership and Strategic Initiatives along the way, Courtney focuses on serving her membership, meeting them where they are, and advancing the industry with technology. Enjoy!

When opportunities are unequal for women, breaking through a male-dominated industry can be such a feat. Jennifer Briggs, the President and CEO of the Indiana CPA Society, is the fifth CEO in the organization’s 103-year history and the first female in this role. In this episode, she joins Amy Vetter to share how she did it and offer some great insights into the power of advocating for yourself, asking for what you want, and creating your path. Jennifer describes how her upbringing of being the daughter of a father in the army helped her learn to adapt to change. She then shares how learning to communicate and advocate for herself and others has helped her achieve success in her career.Love the show? Subscribe, rate, review, and share!Here’s How » Join the Breaking Beliefs community today:amyvetter.com/breakingbeliefspodcastAmy Vetter's FacebookAmy Vetter's InstagramAmy Vetter's LinkedInAmy Vetter's TwitterBreaking Beliefs YouTube

"ANYONE can use a smart contract, but it's going to be in the context of blockchain technology." (145)  Accounting Professor Cory Campbell joins us from Indiana, USA, to discuss Smart Contracts and their dynamic connection with other leading technologies like blockchain and cybersecurity. Why do they matter to today’s businesses? What are the elements of Smart Contract technology? And where does the vital role of the accountant fit into it all?  Resources. Use these links to find out more about this topic, or to access free and paid-for resources to implement in your own team or organisation. Cory Campbell's blog article on 'Emerging Technologies in Accounting" Download this free AICPA & CIMA report on "Blockchain Technology and Its Potential Impact on the Audit and Assurance Profession". Visit dedicated coronavirus online resource centres for our AICPA and CIMA networks. Our Guest. Cory Campbell (CPA, CFE, CGMA, Ph.D.) is an assistant professor of accounting at Indiana State University. His teaching and research interests lie at the intersection between accounting and technology. He facilitates CPE workshops for the Indiana CPA Society on various emerging technologies and has been a subject matter expert for the AIPCA on blockchain technology. Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email. Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News. About Our Podcast. These conversations with expert guests are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful. Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here. ©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)

Jody Grunden is the managing member of Summit CPA Group. Jody focuses his attentions primarily on Virtual CFO Services. Jody meets with business owners on a weekly basis to assist them with Cash Flow Management, Forecasting, Budgeting, Debt Restructuring, Cost Accounting, and Cutting Edge Tax Planning. Jody takes great pride in helping business owner strive in all economic conditions. He strongly believes that a well run company will excel in both a good and bad economy. Jody began developing his extensive background in accounting and tax by bringing together his experiences in both corporate and public accounting. Jody is also the author of Digital Dollars and Cents. Over 20 years of experience. Jody is a member in good standing of both the American Institute of Certified Public Accountants and the Indiana CPA Society. Jody has a well-rounded professional background with experience in both public and corporate accounting. He developed a broad base knowledge at two regional accounting firms: (1) Crowe Chizek and Company and (2) Geo S. Olive (now BKD). His public accounting background was further enhanced with his corporate experience. Jody worked as the tax manager for a $250 million international, multi-state, manufacturing company, Rea Magnet Wire Company, Inc. While at Rea Magnet Wire Company, Jody stood before the Taxation and Revenue Department of the State of New Mexico and won an appeal for a $300,000 Investment Credit that was earlier denied by the department. The appeal was a Published Decision.

Jennifer Briggs is the CEO of the Indiana CPA Society, and we talked about a year ago about the State of Indiana’s House Bill 1467, which allows competency-based learning through professional development opportunities to qualify accountants for accountant certificate renewal.   Today, we follow up on that conversation to check in on the progress that they have made, learn about any unforeseen challenges that they may have faced, and how they handle these challenges.   To recap, in 2010, the Indiana Society created a board-level task force on knowledge management. Jennifer worked with the task force on competency to examine how things have changed in education and everything snowballed from there.   Then, on July 1, 2017, the State of Indiana signed House Bill 1467 into law.   Following that, the Indiana CPA society created an all-online ethics course. It's interactive, and you have to actively participate in it by including comments or replying to other people's comments. Initially, it did count for a waiver of four hours, but if you take that course now, the certificate says you meet the ethics requirement in Indiana.   There’s no test, but, “the part of it that makes it more interactive and kind of tests, if you will, the competency gained is the questions and commentary that the learners have to include.” For example, there might be a case study that you read, and then it would ask what the learner would have done in this particular part of the situation.   So, how’s it going so far?   “We find that it tends to be people just get it right away and really liked the idea, or really people struggle with anything that's different, which I find so interesting because it has been around a long time,” Jennifer says. “We're 104 years old, almost, as an organization, but CPE, the credit hours system, is only 40 something years old... Sometimes, I don't understand that challenge to change.”   I'm so happy the folks in Indiana are working on this because we live in, to some degree, an la carte world. People learn in different ways, and being able to provide the opportunity to learn in the way that fits them best will only make them more successful.   Appropriately, the competency rule in Indiana is an option. It's not mandatory.   Jennifer also shares a story about her son and his friend that really hits home with me, and explains why this approach will only be more important as our profession moves forward:   Jennifer’s friend visited, and both of their kids were running around the house like maniacs playing hide and seek. At one point, they sat down and Jennifer’s friend said, "Oh, I can count this for her PE class."   Over the break, there was some incentive for students to be active for four hours per week. It didn't have to involve going to the gym or working out, it just had to involve being active. “And I just thought, gosh, if we can do that for sixth grade PE, we should be able to figure it out."   Resources: Learn more at http://incpas.org Connect with Jennifer on LinkedIn: https://www.linkedin.com/in/jenniferbbriggs/   -- Change Your Mindset is produced by Podcast Masters Learn more about your ad choices. Visit megaphone.fm/adchoices

Jennifer Briggs is currently the Senior Vice President and COO of the Indiana CPA Society, and she will be the CEO of the society beginning January 1, 2018.   On July 1st, 2017, the state of Indiana signed House Bill 1467 into law, which “allows competency based learning through professional development opportunities to qualify accountants for accountant certificate renewal.”   This all began years ago, around 2010, when the Indiana society created a board-level task force on knowledge management. Jennifer worked with the task force on competency to examine how things have changed in education, and everything snowballed from there.   Although the bill is passed, this is just the beginning – Jennifer is now working with a committee to create rules around the law. Nothing is finalized, but the idea is that this new system will be designed around those who actually want to learn (as opposed to those that sit in the back of a classroom to collect their 8 hours of credit).   Change is everywhere in our profession – technology, demographics, pricing models – so it’s imperative that the education change, too.   “If you want things to be different, you have to do different things.” –Jennifer Briggs   Resources: Learn more at about the Indiana Society at INCPAS.com Connect with Jennifer on LinkedIn --   Production & Development for Improv Is No Joke by Podcast Masters Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we’re talking about conferences (again). Joe recently spoke at 360|iDev, and Charles had his first experience sponsoring a conference at a recent Indiana CPA Society conference. We discuss future trends in conference-going, what it was like being at a non-technical conference, and why sponsors have to have great swag. Release Notes 2017 Release Notes […]

With nearly 20 years in the software industry, Delivra founder and CEO Neil Berman continues to be driven by a passion to find innovative solutions that help clients win in their industries. Neil draws upon his extensive skills in executive leadership, strategic planning, financial management and team building to lead his Indianapolis-based company. He promotes strong cultural values as the essential ingredient to sustaining a high performing team, which has helped the company earn the ranking as one of Indiana's Best Places to Work. Neil also is steadfast in promoting the company's mission to succeed by focusing on helping its clients succeed first. In addition to helping Delivra's clients overcome their marketing challenges, Neil regularly shares his knowledge with the business community as a speaker, blog author and interview subject for media outlets. Neil's commitment to Delivra, his staff and clients has helped the company land on Inc. 5000's List of the Fastest Growing Private Companies in America. The company's clients include small- to large-size businesses across the nation, including Samsung, Red Gold, The American Legion and Butler University. Neil, a graduate of University of Minnesota's Business Administration School, has served as a member and leader for various industry organizations, including the Indiana CPA Society, the American Marketing Association and the Business Marketing Association.

Shelley Johnson Bio:  An avid puzzle solver, be it jigsaw, family logistics, or the tax code, thinking through the solution gives Shelley great satisfaction. Hailing from a long line of “number crunchers,” Shelley’s grandmothers and mother had long careers in banking. Figuring year-end dividend earnings was a steady job during her teen years. As owner of the Indianapolis-based accounting firm, Allman Johnson CPAs & Advisors, Shelley is focused on helping business owners and individuals seeking sophisticated, yet logical tax planning with an emphasis on cash flow and profitability. Shelley is a graduate of Purdue University with a degree in business and farm management. Her association with professional and service organizations over the last 25 years includes membership in the American Institute of Certified Public Accountants and the Indiana CPA Society. Shelley is the past chapter president of the American Society of Women Accountants (now known as The Accounting and Financial Women’s Alliance) and the past president of the Indiana Board of Accountancy. She has also held committee positions on the National Association of State Boards of Accountancy. In the community, Shelley is active as a board member of the Methodist Foundation of Indiana, Inc., and she is involved in the Indianapolis Neighborhood Housing Partnership (past treasurer), and numerous church activities as well as family related volunteer events from cats to Scouts.

Carrie is a founding shareholder and President of The Whetstone Group, Inc. Since 2000 Whetstone has provided growth consulting services to hundreds of CPA firms, professional service firms, and companies in business-to-business markets nationwide. She has nearly 20 years of professional services marketing experience. Carrie helps clients: Determine how to best organize for growth and build a sustainable growth culture. Develop comprehensive growth plans, providing ongoing support and consultation. Establish accountability for business development and meet their revenue goals. Implement follow-up strategies to help manage the sales process with prospective clients and maximize their ROI on marketing.   She is also a skilled trainer and provides group sales training as well as one-on-one coaching that enables attendees to better understand the sales cycle and develop the personal skills necessary to close sales. Firm leaders, practitioners, marketing professionals benefit from her knowledge and dynamic approach. Before joining Whetstone, Carrie was an in-house marketing director in the national marketing office of RSM McGladrey, Inc. Speaking/WritingCarrie has presented for the AICPA, the Association for Accounting Marketing's (AAM) Annual Summit, the Indiana CPA Society, DFK USA's Annual Growth Summit, Moore Stephens North America, MSI Global Alliance's International Managing Partner Conference, BKR's Annual Marketing Meeting, PKF North America and The International Group of Accounting Firms (IGAF). She has been published in the AAM's MarkeTrends, The Journal of Accounting Marketing and the CPA Practice Management Forum. LeadershipCarrie is also a member of the CPA Consultants' Alliance (CPACA), a working group of thought leaders united in their efforts to further leadership within the CPA profession. Through collaboration, the CPACA offers deliverables and solutions CPA firms can use to advance leadership in their firm. She has also served on the AAM's Board of Directors as well as Chair of AAM's Education Committee.

Now that tax season is over, it’s a good time to look at ways to reduce your tax bill next year. Join us as we chat with Gregory Simons about how you, the small business owner, can get ahead. About Gregory Simons: Greg has been an accounting professional since 1988, having worked for two Big Four accounting firms as an auditor and manager for special projects for six years. He also worked for a Fortune 500 company as an Internal Auditor for over a year. In 1995, Greg founded Simons Bitzer & Associates and has focused his time on providing services to small- and medium-sized businesses in Central Indiana. He has served as Chief Financial Officer for several organizations, and has specialized in working with tax agencies to resolve difficult tax matters. Greg’s current focus is on managing client relationships, working with businesses in strategic areas, helping clients resolve common business issues, and working with the firm’s Tax Specialists to maximize tax savings to businesses and individuals. Greg was honored in by being named the  2011 Outstanding CPA in Public Practice by the Indiana CPA Society.