Podcast appearances and mentions of lindsay stevenson

Topics include:  DC and profession news  Technical updates  Discussion on innovation, transformation and evolving business models    Speakers:   Barry Melancon, President and CEO, AICPA  Erik Asgeirsson, President and CEO, CPA.com  Lisa Simpson, VP, Firm Services, AICPA  Lindsay Stevenson, Chief Transformation Officer, BPM   Okorie Ramsey, VP, Sarbanes/Oxley (SOX), Kaiser Permanente 

This episode of the FM podcast features two leaders in the accounting profession globally. Alicja Dworowska, ACMA, CGMA, is finance director at Thermo Fisher Scientific and also a coach and mentor. Lindsay Stevenson, CPA, CGMA, is chief transformation officer at the firm BPM LLP and chair of the AICPA Women's Initiatives Executive Committee (WIEC). Role models for all, Dworowska and Stevenson are passionate about advancing women in the profession. That passion came through in this conversation, recorded in February and published to celebrate International Women's Day. They spoke about mentorship.

Lindsay Stevenson, CPA, CGMA, chief transformation officer at the firm BPM, reflects on two recent conferences and shares thoughts on what might be next for remote work. The conversation also touches on her hopes for 2023, including the importance of addressing change fatigue and rebuilding relationships. Here are links to Stevenson's previous appearances on the JofA podcast: “You Can't Transform Without Missteps” in May 2022. “How to Keep Fear From Short-Circuiting Your Career” in June 2019.

Accounting High (aka Sons of CPAs Podcast) Season 3 Episode 10 | Recorded March 14, 2022 (π day) Guest: Lindsay Stevenson, CPA, CGMA Hosts: Jason Ackerman and Scott Scarano Join Jason and Scott in getting to know more about Lindsay, BPM LLP's Chief Transformation Officer. What does that role do? We weren't too sure ourselves until Lindsay gave us a glimpse of what she does. Listen to how she started out as a staff accountant until becoming an integral part of a large firm and how she was able to go through a midlife crisis in identifying what she really wanted to do with her career. Lindsay also shares her experience on how these big innovative changes happen at a large firm and how being a CPA makes you a “hot thang” that most businesses all over the country would want to work with. 0 Accounting can be sexy to young people 3 Chief Transformation Officer - the strategy behind being innovative, forward-thinking, and actually moving the needle so that we can get traction on all the cool ideas that our team has 4 Lindsays journey from a public accountant to Chief Transformation Officer Shoutout to Sarah Elliot, CPA, PCC, Brian Kush, PCC, CPA 8 What would a job look like for you?... And he said, let's do it! Let's do it at BPM Shoutout to Dan Griffiths 10 I was overwhelmed to think that there was just sort of this written rule about CPAs. You come into the profession, you put your head down, and you do your work. Then you keep doing that until you make partner. It just felt I wasn't that 14 If your foundation is built on time and that billing structure, you can't just build something else on top of that. It's a shaky foundation 16 The real magic in my role is it's really fun to think about the big things Shoutout to Apple 19 What you should care about the most is every client interaction and how to make that better 23 Lindsay's and Jason's POV on how small and large firms adapt and innovate their processes Shoutout to Thompson Reuters, CCH, Workday 27 When you become the big fish in the pond, there is less motivation to innovate 30 Is this due to the general mindset shift of the digital age or people being more open to sharing? Shoutout to Squadcast 34 Niche Accounting, the next big shift for the accounting space. Or have we already shifted into it? Shoutout to Tate Henshaw, CFP 39 What are some of the things that Lindsay's looking forward to changing with her new role? 40 Accounting can be sexy 42 If you were to sell the CPA firm or the CPA profession to your kids, how would you do it? Shoutout to Dave Emmerman 43 You come out of school and you say, I'm a CPA. Near every business in this country would be like, come work for me because I need somebody that understands finances 47 Be brave and be bold. There are ways to take risks and be bold and be brave in very small ways that carry very little risk --- Send in a voice message: https://anchor.fm/sonsofcpas/message

About three years ago on the Journal of Accountancy podcast, Lindsay Stevenson, CPA, CGMA, spoke about how to get over fearful moments in our careers. That topic is revisited in this episode, a follow-up conversation with Stevenson, now the chair of the AICPA Women's Initiatives Executive Committee. Stevenson talks about CPAs and their comfort zones and discusses some of the key points in her career journey. Also, get a summary of recent Journal of Accountancy coverage of a report on the IRS's calculation of recovery rebate credit eligibility.

On this week's #AICPATownHall, live from the 10th Annual Digital CPA conference in Nashville, TN.  CEO & President of CPA.com, Erik Asgeirsson, and Barry Melancon provided the latest update from DC.  AICPA VP of Firm Services, Lisa Simpson, provided a technical update & up-to-the-minute legislative news.  Mark Koziel of Allinial Global discussed the transformation of firm services  Lindsay Stevenson, Chief Transformation Officer at BDM, provided best practices for firms. 

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Barry Melancon, CPA, CGMA, President & CEO, AICPA Jill Schlesinger, Business Analyst, CBS News, Host, Jill on Money Jim Bourke, CPA, CITP, CGMA, Partner, Withum Lindsay Stevenson, CPA, CGMA, Chief Transformation Officer, BPM LLP Lisa Simpson, CPA, CGMA, Vice President, Firm Services, AICPA Topics: Economic Outlook with Jill Schlesinger Legislative & Profession Update with Barry Melancon Technical Updates & Guidance Practitioner Insights from ENGAGE Key Insights: On this episode of the AICPA Town Hall podcast: The first-ever in-person AICPA Town Hall was conducted live at the 2021 AICPA ENGAGE Conference at the ARIA Resort and Casino in Las Vegas. CBS News Business Analyst, Jill Schlesinger, discussed an economic outlook with CPA.com Erik Asgeirsson including societal impacts, inflation, the federal reserve and markets. AICPA President and CEO, Barry Melancon, CPA, CGMA, provided the most recent legislative updates, including Biden Infrastructure & Tax proposals, IRS Services & Penalty relief and ERC. 2021 AICPA ENGAGE Chair & Chief Transformation Officer at BPM, Lindsay Stevenson, CPA, CGMA reflected on the past year and a provided a forward look on the workforce. Jim Bourke, CPA, CITP, CFF, CGMA, Partner at Withum, discussed the technology and cybersecurity landscape.  

We spoke with Lindsay Stevenson, CPA about how young professionals can enhance their careers. She has been recognized as 2019 Most powerful women in accounting by the ACIPA and CPA Practice Advisor. She's a graduate of the AICPA Leadership Academy, Vice President of Finance At 1st Financial Bank USA and owner of Origin Evolution, a management consultant company. We discussed finding ways to make meaningful professional connections, the differences between mentors and sponsors, not being afraid of failure and much more. 

Several months into the pandemic, we take a look at how some CPA parents are faring. They talk about the struggles they’ve faced, how they balance parenting and working from home, what they do to recharge, and the unexpected joys they’ve experienced while spending more time with their families. Our guests for this episode are Lindsay Stevenson, CPA, CGMA, and Chris Hervochon, CPA. Stevenson is vice president of finance at 1st Financial Bank in North Sioux City, S.D., founder and CEO of Origin Evolution LLC, and mom to three sons: a 19-year-old college student, a 17-year-old high school student, and a 7-year-old second-grader. Hervochon is the owner of Chris Hervochon CPA, located in Hilton Head Island, S.C., and dad to a 7-year-old boy and 4-year-old twins.

Join my local writer friend Lindsay Stevenson and I as we discuss soul care, spiritual formation and listening well. Lindsay is the founder of Pushing Pause, a weekly newsletter that explores topics like faith, rest and beauty in our everyday lives. You can find Linsday on Instagram @lindsayrstevenson and at her website lindsaystevenson.substack.comas well.

Jessica McClain, CPA, CGFM, CISA, and PMP, joined us from Washington, D.C., for this episode of Where Accountants Go, the Accounting Careers Podcast. If you are considering whether public accounting or industry would be the better fit for you, you will find tremendous value in this episode. Jessica started in public accounting, moved into industry, moved back into public accounting, and then most recently back into industry.  As Jessica mentions in the interview, everyone's needs are unique and it's important to find the path that works best for you.  Although she enjoyed her time in public accounting, there came a time in her life when it just wasn't quite the right fit anymore, and therefore she made a change. In addition to Jessica's career story, we also talk about “work/life balance”, “work/life integration”, and the difference between the two.  Plus, we discover how she ended up getting four, yes count them… four (!), certifications. If you enjoy this episode, please also listen in these interviews:  Shanikwa Davis and Lindsay Stevenson. To listen in on this interview with Jessica McClain, please use the player below.  

Joey Havens, Executive Partner with Horne LLP, a large, regional firm with a national footprint, shared his time with us on Life In Accounting, the Where Accountants Go podcast. 35 years! With the exception of the first few years out of college, Joey has spent his entire career with Horne LLP – 35 years at this point!  Although Joey describes himself as a natural introvert, he made partner in only 8 years after joining the firm, and then became the Executive Partner in 2011.  You will definitely pick this up in the interview, but it's worth mentioning here as well:  Joey is a very humble individual, and therefore a great leader.  He didn't want to talk too much about himself on the show, but we were able to stretch and get him to share some of the details of his career.  It's really is a good story. Natural introvert One of the key take-aways for this episode is the discussion of how those of us that are typically introverts can use that to our advantage in the business world.  Joey says it better than I would in his interview, but some of the strengths he points out is that introverts process information well, and we make strong connections.  I think many of us would automatically consider being an introvert a hinderance to moving up, but Joey very effectively nullifies that argument and gives us great pointers on how we can use that to our benefit in serving others. Not soft or easy… Another key discussion we delve into is the fact that technical skills are only a small portion of what it takes to be successful in accounting these days.  There are many other skills that Joey cites as being integral to building your career.  Among those are collaboration, anticipatory skills, critical thinking, and of course communication.  In addition, the ability to accept and learn new technology is going to continue to be important as the profession changes.  It's interesting… although we tend to think of accounting as a ‘numbers' field, it truly is still all about serving people. I hope you enjoy this interview with Joey Havens.  He was very gracious to take the time to record it, and I think there is something there for all of us. Other episodes that may interest you:  Lindsay Stevenson and Neha Patel To listen to this interview with Joey Havens, please click on the player below:

“Generally, women in our society are identified as primary care giver to their parents or to their children but they have the skill set that useful in the workplace.” A real life experience from today’s guest mentor, Lindsay Stevenson and together on this week’s episode we also deconstruct: • The challenges of being a Mom at work • Key competitive advantages of working Moms’ • Our ability to micro-prioritize • 4 ways to find success and happiness at work If you enjoyed this episode, check out our time-stamped show notes, key quotes, resources and ways to connect with our guest mentor and more at sitnshow.com/podcast/164. #FinancialMentor #SITN #ModernFinance #Finance #WorkingMoms

Lindsay Stevenson, CPA, CGMA, has a message for those of us who doubt ourselves or let a fear of failure take hold in this special-edition podcast recorded at AICPA ENGAGE 2019 in Las Vegas.

Are you equipped for the challenge? Learn More You've seen what's out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher. AICPA ENGAGE is the way forward. It's about driving your future, choosing your ideal path and inspiring each other along the way. The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you're experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there's no better way to solve a problem.

Lindsay Stevenson, a CPA, VP of Finance, and consulting firm owner in South Dakota, joined us for this episode of Life In Accounting, the Where Accountants Go podcast. Perseverance & Determination We open up the interview with the story of how Lindsay decided to choose accounting as her career path in the first place, and it's quite an eventful tale.  Lindsay was very open about how early in life she made some bad choices, the consequences of which almost caused her to not pursue a professional career so-to-speak.  However, it was the determination she had to provide a better life for her family that drove her to go back to school and eventually complete her accounting degree. Moving up… Her career developed as many do.  Once she had her degree she started working in public accounting.  She chose the tax side because it required far less travel than audit, and that was better for her family.  She moved up quickly though and did well in public accounting, even though it was a while before she passed the CPA exam.  She did eventually tackle the exam though and became certified.  Not long afterwards, she decided to change directions and go into industry.  She now serves as VP of Finance for a major bank in South Dakota. Changing the Landscape! Late in the program Lindsay shares that she has a brave goal of changing the landscape of the accounting profession for the better.  She has started her consulting practice, Origin Evolution, specifically with this goal in mind.  Her focus is to work with organizations on their culture and how that is lived out in the workplace.  Her firm is still in the early stages of its development, but you can tell she has a true passion for the larger vision that she is working towards. I think you will really, really enjoy this episode.  Lindsay was very open about her story, and it spans such a wide variety of career topics that there is something in there for all of us. Other shows you will enjoy include:  Kimberly Ellison-Taylor and Dena Jansen To listen in on this truly-inspiring episode, please click on the player below:

"As a society we've raised our children to make fear-based decisions unintentionally. Being able to change that mindset to an OPPORTUNITY-based decision really changes the way you think about what is possible for you". GBD49. Lindsay Stevenson, CPA, CGMA is the Vice President of Finance & Tax at 1st Financial Bank USA, and was recognised as one of 2018's "Most Powerful Women in Accounting" by AICPA and CPA Practice Advisor and one of CPA Advisors’ 2017 "40 Under 40". She talks to AICPA & CIMA's Jennifer Gardner about challenging fears, finding purpose and leveraging it to positively impact the innovation and success of individuals, organisations and the wider profession as a whole.   WOMEN'S HISTORY MONTH. This March we're featuring a bonus selection of interviews with women who've become movers and shakers in the accounting, finance and business professional sphere. Episodes every Wednesday as usual with 'Friday Focus' shows for some extra weekend inspiration.   WE DISCUSS * Self-Trust * How fear and trust CAN work together. * the research of Brené Brown on being daring and the power of vulnerability.     OUR GUEST.  Founder/CEO of Origin Evolution LLC and an Intend2Lead team member, Lindsay Stevenson also received the AICPA Outstanding Young CPA Award in 2017. Passionate about inspiring positivity in the world at large, she serves on a number of professional committees (both at the AICPA and SDCPA) and community boards and is also co-chair of the AICPA ENGAGE conference in 2019. See her LinkedIn profile here.    LINKS. Visiting the Chicago area this Spring? Join us on the ground or online for the AICPA & CIMA "CFO Conference" in Chicago this April 24-26th 2019. Participate in the 2019 AICPA Women's Global Leadership Summit this November — and experience the support of your women colleagues along the way.   MORE ABOUT OUR PODCAST. Get our shows every week automatically and free. Share them easily with colleagues and friends by using the icons on your app or media player.  Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. Connect via #GoBeyondDisruption  #AICPAWomenLead #IWD2019 @AICPANews @CIMA_News ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved.

March is Women's History Month – and while it's important to celebrate the success of women all year long, I'm excited to feature women entrepreneurs over the next few weeks. To kick it off, I'll be chatting with returning guest Lindsay Stevenson, CPA, CGMA, Founder & CEO of Origin Evolution and Vice President of Finance & Tax at 1st Financial Bank USA, and Rachel McGirt, co-founder of Healthy Girls Save the World. We'll be discussing financial tips for female entrepreneurs. RESOURCES cpapowered.org Find-a-CPA Healthy Girls Save the World ABOUT #CPAPOWERED #CPApowered is a national campaign sponsored by the AICPA to show millennials how CPAs can help grow businesses of any size, but especially small businesses. The Small Biz Brunch and CPApowered website offers general information for starting and managing small businesses and does not recommend specific financial actions. For small business advice tailored to your situation, please contact a CPA.  ABOUT AICPA The AICPA represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.

Welcome to Episode 2 of the People Helping People Podcast. I had the pleasure of speaking with Lindsay Stevenson, who delightfully discussed her passion for permaculture farming... and her motivations on why she wants to leave her profession as a medical doctor to start her own farm.  I am really excited to present this conversation: I learned a lot about the environmental threat to our oceans, as well as some inspiring possibilities through permaculture farming.  I invite you to listen along, enjoy! Read Full Transcript [00:00:00] Adam: welcome to the people helping people podcast where we are exploring social change culture, cool projects, making a difference, and basically people helping people make awesome stuff happen. This is your host, Adam Morris, and today we are speaking with Lindsay Stevenson, a medical doctor for British Glanbia who is passionate about permaculture farming. [00:00:28] I had never even heard of permaculture farming before I met Lindsey or even understood the environmental threat to our oceans. So perhaps we could dive right in. And Lindsay, you could tell us how this all began. [00:00:38] Lindsay: It's been a really long time and I struggled with the idea of ocean acidification and the predictions related to that. [00:00:46] So they're, they're very depressing if you'd ever look at them. There's all these things hitting the oceans from all sides. The worst case scenario and the way we were heading there is some change in the carbon crisis a little bit, but where we were heading about a year ago. Was a prediction that in 50 years there would be no fish in the ocean except for jellyfish and algae because the levels of acidification are so bad, and that was just one of four big threats hitting the ocean. [00:01:14] There's, there's still problems with like the dead zones from the nitrogen runoff from all the fertilizers and that kind of thing. Cause what happens is you get these algal blooms all at once. They consume all the oxygen in an area and you get this water that has no oxygen in it whatsoever. So everything dies all at once. [00:01:33] And I say the consistency of the water actually changes. They said it's a weird thing when you just run your hand through this water, this ocean water. It doesn't. It does. Yeah. You can feel that it's difference. Crazy. So there's these dead zones and the dead zones have been like the Gulf of Mexico has been pretty bad for dead zones because the Mississippi runs in there, and so they had all these areas that they knew, but then there's these dead zones happening other places in the ocean, [00:01:58] Adam: and it comes from farming. [00:02:00] Lindsay: It comes from the fertilizers that are used in farming and then like the overfishing and the plastics in the ocean. That's all hitting. So the oceans, like the predictions for the oceans are really dire. They're really bad. I didn't know that. Yeah, they call it the evil twin of global warming, but in my opinion, it's actually the more concerning because life is, life has existed on the globe without anything living on land. [00:02:26] But we've never seen life exist without the ocean because I used to actually wake me up at night. You know, this sort of anxiety that say, grabs you in the middle of the night and you wake without even knowing why. I'm a family doc now, as you know. And so the residency that I went through, it was pretty traumatic in a way, like they really put you into situations way before you're ready for them, and it's people's lives on the line. [00:02:49] And it was really tough. So coming out of that, I've had a period of healing where like I went to being like, okay, I can't do this job to working one day a week. And then it went to like two days a week. And then I got to the point that I was working, I feel comfortable there for five years and, but then I just realized my life was stagnant. [00:03:06] Like nothing was happening.