Podcasts about ohio society

In this episode, we sit down with Jarrod A. Clabaugh, CAE, president and CEO of the Ohio Society of Association Professionals, to unpack the complex world of tax reform and what it means for associations. Jarrod shares his nonprofit journey and offers a candid look at the challenges small and mid-sized associations are facing as proposed tax changes loom. We dive into the potential impact of legislation like HR 9495, the importance of UBIT compliance, and why now is a critical time for associations to step up their advocacy efforts. From policy fly-ins to practical steps leaders can take today, Jarrod brings clarity and urgency to an issue that deserves every association's attention.

In this episode, I interview Dr. Ron Harter, president of the American Society of Anesthesiologists, in front of a live audience at the 2024 Ohio Society of Anesthesiologists meeting. We discuss his life, leadership, and philosophy.

Innovative leaders set a clear vision and empower others to bring necessary changes and new ideas to life. The profession of pharmacy needs these types of leaders, and Dr. Kimber Boothe is stepping up to fill this void. She is the founder and CEO of The Kimber Boothe Group, LLC and Pharmovation Consulting which focus on career development, strategy, and innovation within pharmacy. In this episode of DISRxUPT, Kimber joins us to discuss how "Pharmacy can do more with more." She is an expert in leadership development, justification of clinical pharmacy services, and advancement of the profession. She is also the author of two books: Pharmovation and Pharmfluencers. Kimber also serves as the liaison between the Ohio Society of Health-System Pharmacy and the Cedarville University School of Pharmacy. Listen to be inspired by her vision, passion, and expertise in advancing pharmacy practice through innovation, leadership, and advocacy!

David Staley is an associate professor in the Department of History at Ohio State University. He teaches courses in digital history and historical methods. He also holds courtesy appointments in two departments, the Department of Design, where he has taught courses in digital history and design futures, and the Department of Educational Studies, where he has led the forum on the university. We talk about the future of higher education and learning, remote learning, and explore some of the ideas in David's latest book, Knowledge Towns. Listen to learn about:>> AI and its potential impact on education >> How will we define a “university” in the future? >> Remote learning >> David's book, Knowledge Towns Our Guest David Staley is an academic, writer, designer, futurist and journalist.  He is an Associate Professor in the Department of History and (by courtesy) the Departments of Design and Educational Studies at The Ohio State University. He is the author of "Alternative Universities: Speculative Design for Innovation in Higher Education", the co-author of "Knowledge Towns: Colleges and Universities as Talent Magnets" and author of "Visionary Histories", a collection of futures essays. He is an Honorary Faculty Fellow at the Center for Higher Education Leadership and Innovative Practice (CHELIP) at Bay Path University, and a fellow at the Center for Science and the Imagination at Arizona State University. In 2022 he was awarded "Best Freelance Writer" by the Ohio Society of Professional Journalists for his "Next" futures column with Columbus Underground. Show Highlights[04:32] David starts off the conversation by talking about how AI will impact and change the future of higher education. [05:12] The Interface. [06:10] One of the top design problems for the remainder of the 21st century. [09:11] What our relationship with AI might look like. [09:40] David gives a few hints on a book idea he's working on. [10:19] The importance of knowing the level of dialogue a learner needs at any given moment. [11:26] David believes that AI will become a pretty important part of the classroom system. [14:01] New forms of knowledge. [14:46] Preparing students for a world of dynamic change. [18:01] David asks Dawan if he thinks students will come to university to solve problems rather than to learn a discipline. [21:26] A Miro Moment. [23:28] David discusses the epistemic culling phenomenon happening in higher education.[27:40] Will we be redefining what a university is? What might that look like? [32:41] Dawan asks, What is higher learning, and how does it serve us? [33:39] David takes us back to the early pandemic years, and the remote class experience. [34:39] Using the experience as a teaching opportunity. [34:53] The generic feeling of taking classes remotely. [35:32] The idea of Place. [36:43] The value of learning together. [37:20] Where will the location of teaching and learning be in the future? [38:07] Will the numbers of remote students continue to increase? [38:41] The emergency nature of online learning during the pandemic, as opposed to designed online learning. [42:26] How does a university bring what is unique about them into the online learning experience? [43:30] David contemplates future online learning looking like tutorials and one-on-one learning. [47:51] David believes that the best teaching and learning happens one-on-one. [49:35] Colleges and universities are talent magnets. [51:29] Place does matter when it comes to universities, but mostly from an economic development standpoint. [53:37] When remote working and learning can happen anywhere, workers and learners will have the choice in where they live, learn, and work. [56:04] Universities and colleges need to rethink their relationship with the place they are located. [57:32] Moving beyond survival to thriving. [59:18] Graceful endings in higher education spaces. LinksDavid on LinkedIn David's articles on Educause David on ResearchGate Associate Professor David Staley Discusses Digital History and the Future Voices of Excellence from Arts and Sciences Creative Mornings Columbus Books by DavidHistorical Imagination Alternative Universities: Speculative Design for Innovation in Higher Education Knowledge Towns: Colleges and Universities as Talent Magnets Computers, Visualization, and History: How New Technology Will Transform Our Understanding of the Past History and Future: Using Historical Thinking to Imagine the Future Brain, Mind and Internet: A Deep History and Future Book RecommendationsThe Next Rules of Work: The Mindset, Skillset and Toolset to Lead Your Organization through Uncertainty, by Gary Bolles The Future of Cities, edited by Joel Kotkin and Ryan Streeter DT 101 Episodes A Design Thinking Practitioner's Shift into Higher Education and the Potential for Design Thinking in Higher Education with Fred Leichter — DT101 E4 Learning Design + Designing for How People Learn with Julie Dirksen — DT101 E42 5.5 Things Every Designer Should Know About: The Future of Higher Education with Bryan Alexander — DT101 E97

David Staley is an associate professor in the Department of History at Ohio State University. He teaches courses in digital history and historical methods. He also holds courtesy appointments in two departments, the Department of Design, where he has taught courses in digital history and design futures, and the Department of Educational Studies, where he has led the forum on the university. We talk about the future of higher education and learning, remote learning, and explore some of the ideas in David's latest book, Knowledge Towns. Listen to learn about:>> AI and its potential impact on education >> How will we define a “university” in the future? >> Remote learning >> David's book, Knowledge Towns Our Guest David Staley is an academic, writer, designer, futurist and journalist.  He is an Associate Professor in the Department of History and (by courtesy) the Departments of Design and Educational Studies at The Ohio State University. He is the author of "Alternative Universities: Speculative Design for Innovation in Higher Education", the co-author of "Knowledge Towns: Colleges and Universities as Talent Magnets" and author of "Visionary Histories", a collection of futures essays. He is an Honorary Faculty Fellow at the Center for Higher Education Leadership and Innovative Practice (CHELIP) at Bay Path University, and a fellow at the Center for Science and the Imagination at Arizona State University. In 2022 he was awarded "Best Freelance Writer" by the Ohio Society of Professional Journalists for his "Next" futures column with Columbus Underground. Show Highlights[04:32] David starts off the conversation by talking about how AI will impact and change the future of higher education. [05:12] The Interface. [06:10] One of the top design problems for the remainder of the 21st century. [09:11] What our relationship with AI might look like. [09:40] David gives a few hints on a book idea he's working on. [10:19] The importance of knowing the level of dialogue a learner needs at any given moment. [11:26] David believes that AI will become a pretty important part of the classroom system. [14:01] New forms of knowledge. [14:46] Preparing students for a world of dynamic change. [18:01] David asks Dawan if he thinks students will come to university to solve problems rather than to learn a discipline. [21:26] A Miro Moment. [23:28] David discusses the epistemic culling phenomenon happening in higher education.[27:40] Will we be redefining what a university is? What might that look like? [32:41] Dawan asks, What is higher learning, and how does it serve us? [33:39] David takes us back to the early pandemic years, and the remote class experience. [34:39] Using the experience as a teaching opportunity. [34:53] The generic feeling of taking classes remotely. [35:32] The idea of Place. [36:43] The value of learning together. [37:20] Where will the location of teaching and learning be in the future? [38:07] Will the numbers of remote students continue to increase? [38:41] The emergency nature of online learning during the pandemic, as opposed to designed online learning. [42:26] How does a university bring what is unique about them into the online learning experience? [43:30] David contemplates future online learning looking like tutorials and one-on-one learning. [47:51] David believes that the best teaching and learning happens one-on-one. [49:35] Colleges and universities are talent magnets. [51:29] Place does matter when it comes to universities, but mostly from an economic development standpoint. [53:37] When remote working and learning can happen anywhere, workers and learners will have the choice in where they live, learn, and work. [56:04] Universities and colleges need to rethink their relationship with the place they are located. [57:32] Moving beyond survival to thriving. [59:18] Graceful endings in higher education spaces. LinksDavid on LinkedIn David's articles on Educause David on ResearchGate Associate Professor David Staley Discusses Digital History and the Future Voices of Excellence from Arts and Sciences Creative Mornings Columbus Books by DavidHistorical Imagination Alternative Universities: Speculative Design for Innovation in Higher Education Knowledge Towns: Colleges and Universities as Talent Magnets Computers, Visualization, and History: How New Technology Will Transform Our Understanding of the Past History and Future: Using Historical Thinking to Imagine the Future Brain, Mind and Internet: A Deep History and Future Book RecommendationsThe Next Rules of Work: The Mindset, Skillset and Toolset to Lead Your Organization through Uncertainty, by Gary Bolles The Future of Cities, edited by Joel Kotkin and Ryan Streeter DT 101 Episodes A Design Thinking Practitioner's Shift into Higher Education and the Potential for Design Thinking in Higher Education with Fred Leichter — DT101 E4 Learning Design + Designing for How People Learn with Julie Dirksen — DT101 E42 5.5 Things Every Designer Should Know About: The Future of Higher Education with Bryan Alexander — DT101 E97

In today's fast-paced world, the quest for work-life balance seems like a never-ending journey for many professionals. But is it an imaginary idea or an attainable goal? In this week's episode of Fordify LIVE! Ford and guest, Amy Vetter, discuss this important question, and offer fresh insights along with actionable strategies for today's leaders. The concept of work-life balance has evolved beyond ordinary time management to encompass a deeper sense of harmony between our personal and professional lives. Ford Saeks, alongside guest Amy Vetter, explores the nuanced layers of becoming a connected leader—one who thrives on creating an environment of balance, growth, and innovation. Amy shares her transformative journey from a Certified Public Accountant to a yogi, which offers a unique lens through which to view the pursuit of harmony in both life and work. The episode illuminates how embracing mindfulness in leadership roles not only enhances personal satisfaction but also propels businesses to unprecedented levels of success. It also delves into the diverse expectations of work-life balance across various generations, revealing its significant influence on shaping organizational culture. This episode is packed with valuable, practical strategies that promise to enrich both personal lives and professional environments by nurturing a culture of balance and connectivity. Ford and Amy engage in a rich discussion that not only highlights the importance of work-life balance but also challenges leaders to reflect on their roles in encouraging this balance. The conversation covers the impact of leadership on organizational culture, the power of mindfulness in the workplace, and how to navigate the complexities of modern professional demands with grace and efficacy. Achieving work-life balance is more than a personal undertaking; it's a leadership strategy that can significantly affect an organization's culture and success. This episode is invaluable for anyone in a leadership position or aspiring to be one, as well as professionals seeking a more balanced and fulfilling approach to their careers and lives. To explore these insights in depth and discover how you can start your journey towards work-life harmony, watch the full interview on YouTube. About Amy Vetter Amy Vetter, CPA, CITP, CGMA, MBA, is the innovative mind behind The B³ Method Institute and B³ Yoga, organizations dedicated to guiding professionals towards achieving their potential in work and life through mindfulness and balance. As a celebrated keynote speaker, author, and podcast host of Breaking Beliefs, Amy has made significant strides in promoting connected leadership, mindful technology use, and work-life harmony across various industries. Her accolades include being named one of the “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor, and she's been featured multiple times in Accounting Today's Top 100 Most Influential People. Beyond her speaking engagements, Amy's written contributions shine in her books "Business, Balance & Bliss" and "Integrative Advisory Services," where she explores the essence of work-life harmony and the invaluable role of human connection in accounting. Amy's leadership extends to roles such as a member of the AICPA Council, a board member for the Ohio Society of CPAs, and participation in key AICPA blockchain initiatives. Her insights and methodologies have not only garnered recognition within the accounting and finance profession but have also inspired a broader audience through her award-winning TEDx Talk on achieving work-life harmony. Learn more about Amy's journey and explore her insights into a balanced, fulfilling professional and personal life at AmyVetter.com. About Ford Saeks: Ford Saeks is a visionary Business Growth Accelerator who brings over two decades of experience to redefining success for businesses across the globe. His strategic insights have generated over a billion dollars in sales for companies, from nimble start-ups to esteemed Fortune 500s. At the helm of Prime Concepts Group, Inc. as President and CEO, Ford's expertise shines in driving customer loyalty, expanding brand visibility, and sparking innovation. A relentless entrepreneur, Ford's journey includes founding over ten companies, penning five influential books, securing three U.S. patents, and earning a plethora of industry accolades. His foray into AI prompt engineering marks him as a thought leader in leveraging ChatGPT and other AI tools to enhance content creation, thereby boosting engagement and business outcomes. Ford's profound impact on utilizing AI in business operations, marketing, sales, and improving customer experiences was highlighted at the “Unleash AI for Business Summit.” Discover more about Ford Saeks' transformative approaches and strategies at ProfitRichResults.com and tune into his insights on Fordify.tv.

Ohio adopted a package of laws in 2021 to strengthen supports for students with dyslexia through early screening and interventions and professional development to help educator help students with dyslexia thrive. But, as Ohio's dyslexia policy rollout continues in the 2023-2024 school year, some educators are expressing frustration. Delaware City Education Association member Natalie Geer, a ONE Member Ambassador, has been on a listening tour to better understand how the rollout has been going in different districts around the state. Plus, OEA CFO Kristy Spires shares the details about the Diversity, Innovation, Whisper, and Make-A-Wish grants available now from the OEA Educational Foundation, along with stories of how some of this grant money has been used in the past.  SHARE YOUR THOUGHTS | Natalie Geer and her fellow Ohio's New Educators (ONE) Member Ambassadors are continuing to collect stories and feedback from educators across the state about how the dyslexia policy rollout has been going in their district, which they hope to use to push for an Educator Voice Academy about the issue in the future. They are also looking into how ESSR funded positions, many of which will lose funding after this school year, are supporting the rollout of the dyslexia policy. If you'd like to share your thoughts or experiences, please email geern@oeaone.orgLEARN MORE ABOUT OEA'S EDUCATIONAL FOUNDATION GRANTS | Click here for details about the four grants available from the OEA Educational Foundation now. The application deadline for the Diversity Grants and the Innovation Grants is February 10, 2024, while the Whisper Grants for Students in Need and the Make-A-Wish grants are open year-round. SUBSCRIBE | Click here to subscribe to Public Education Matters on Apple Podcasts or click here to subscribe on Google podcasts so you don't miss a thing. And don't forget you can listen to all of the previous episodes anytime on your favorite podcast platform, or by clicking here.Featured Public Education Matters guests: Natalie Geer, Delaware City Education Association memberNatalie Geer is part of Ohio's New Educators (ONE) as a Member Ambassador. She teaches in Delaware City Schools and is part of the Central district. Geer is a Learning Support Teacher, a position created with ESSER funds. She lives in Delaware with her fiancé, two step kids, and bulldog. Kristy Spires, OEA Chief Financial Officer and Assistant Exec. Director of Business ServicesKristy is a graduate of The Ohio State University Fisher College of Business and holds a CPA in the state of Ohio, CAE, CGMA Certification and has earned the IOM designation. She has worked as an accountant and analyst in the public and private sectors in varied disciplines, including banking, international manufacturing, retail, real estate development, non-profit membership, and charities. She currently holds the position of CFO/Assistant Executive Director of Business Services for the Ohio Education Association, responsible for Financial, Membership, Human Resources, Facilities Operations, and IT Divisions. She serves on the executive management team and sits on and/or advises boards and committees. Formerly, Kristy served as the Chief Financial Officer for an international non-profit organization, The Fraternal Order of Eagles and its charitable affiliates, The Fraternal Order of Eagles Charity Foundation, Eagle Village Inc. and the Eagles Memorial Foundation. Kristy was on the Strategic Planning Committee and the Diabetes Research Center Steering Committee for the organization. The Fraternal Order of Eagles is a membership organization that unites fraternally for charitable purposes. The most recent endeavor is the building of The FOE Diabetes Research Center, a $25,000,000 fundraising project that is unprecedented in history, as the contributions are being raised through grass roots efforts of the membership. Kristy believes that volunteerism is the heart of our society and contributes time and professional services. The focus of much of her volunteerism is centered around issues of poverty, homelessness, and assisting women in underserved communities to obtain improved economic conditions for themselves and their families. Kristy is a member of the Ohio Society of CPAs, the AICPA, The American Society of Association Executives (ASAE), OSAE, and a lifetime Ohio State University Alumni member and an Alumni of Alpha Kappa Psi fraternity.Connect with OEA:Email educationmatters@ohea.org with your feedback or ideas for future Public Education Matters topicsLike OEA on FacebookFollow OEA on TwitterFollow OEA on InstagramGet the latest news and statements from OEA hereLearn more about where OEA stands on the issues Keep up to date on the legislation affecting Ohio public schools and educators with OEA's Legislative WatchAbout us:The Ohio Education Association represents about 120,000 teachers, faculty members and support professionals who work in Ohio's schools, colleges, and universities to help improve public education and the lives of Ohio's children. OEA members provide professional services to benefit students, schools, and the public in virtually every position needed to run Ohio's schools.Public Education Matters host Katie Olmsted serves as Media Relations Consultant for the Ohio Education Association. She joined OEA in May 2020, after a ten-year career as an Emmy Award winning television reporter, anchor, and producer. Katie comes from a family of educators and is passionate about telling educators' stories and advocating for Ohio's students. She lives in Central Ohio with her husband and two young children.This episode was recorded on November 28 and December 12, 2023.

Blake and David examine the downfall of FTX and founder Sam Bankman-Fried and look at some controversies around Deloitte auditors backdating audit paperwork in Canada, receiving only a minor fine. They also marvel at Donald Trump's attempt to blame accountants for alleged financial statement fraud in his organization. All this, and other news including NASBA's CEO's upcoming retirement, IRS budget cut updates, and generational differences around public accounting work environments. Sponsors LiveFlow - http://accountingpodcast.promo/liveflowRelay - https://cloudaccountingpodcast.promo/relay Keeper - https://cloudaccountingpodcast.promo/keeper#IgnitionPrecon Party at QuickBooks Connect - Sunday, November 12,  7:00pmRSVP here: https://ignitionapp.info/precon-earmarkChapters (00:39) - Blake is back from Maryland where he gave a talk on AI and accounting (04:16) - CPA Journal uses bad AI to draw conclusions on AI's future in accounting (10:32) - Guinness Stout might not exist without taxes (13:44) - Jeff Bezos is moving to Miami (17:23) - Over 2/3 of Ohio CPAs are 50 or older (22:58) - Sam Bankman-Fried found guilty (24:30) - WeWork files for bankruptcy (30:28) - Trump trial updates: Donald Trump takes the stand (41:19) - CPA Ontario fines Deloitte (47:34) - IRS budget cut again (53:08) - NASBA CEO Ken Bishop plans to retire (54:36) - BDO and other firms becoming ESOPs (56:27) - Expensify closes their longue in SF (01:00:29) - We're going to QuickBooks Connect (01:01:17) - Blakes shares Instagram clip of street CPA interview (01:03:11) - Wrap up and how to earn free CPE for listening to this podcast  Show NotesHouse passes Israel aid tied to IRS cuts, triggering Biden clash | Accounting Todayhttps://www.accountingtoday.com/articles/house-passes-israel-aid-tied-to-irs-cuts-triggering-biden-clash New York accounting firm Grassi announces ESOP | Accounting Todayhttps://www.accountingtoday.com/news/new-york-accounting-firm-grassi-announces-esop Trump's Sons Cast the Blame for Fraud on Their Company's Accountantshttps://www.nytimes.com/2023/11/02/nyregion/eric-trump-donald-jr-fraud-trial.html?smid=nytcore-ios-share&referringSource=articleShare NASBA CEO Ken Bishop plans to retire | Accounting Todayhttps://www.accountingtoday.com/news/nasba-ceo-ken-bishop-plans-to-retire IG reel: Good salary BUT don't become a CPAhttps://www.instagram.com/reel/CzCgptfpjmv/ Can Artificial Intelligence Become an Accounting Expert? - The CPA Journalhttps://www.cpajournal.com/2023/10/24/can-artificial-intelligence-become-an-accounting-expert-2/Deloitte Auditors Got Caught Changing Their Computer Clocks to Backdate Workpapershttps://www.goingconcern.com/deloitte-auditors-got-caught-changing-their-computer-clocks-to-backdate-workpapers/ Ohio floats plan to recruit more CPAs      https://www.accountingtoday.com/news/ohio-floats-plan-to-recruit-more-cpas WeWork, once valued at $47 billion, files for bankruptcy https://www.cnbc.com/2023/11/07/wework-files-for-bankruptcy.html Here's how much WeWork co-founder Adam Neumann made before the company's bankruptcyhttps://www.cnbc.com/2023/11/07/heres-how-much-wework-founder-adam-neumann-got-before-bankruptcy.html Sam Bankman-Fried found guilty on all seven criminal fraud countshttps://www.cnbc.com/2023/11/02/sam-bankman-fried-found-guilty-on-all-seven-criminal-fraud-counts.html Amazon founder Jeff Bezos is leaving Seattle for Miami    https://www.cnbc.com/2023/11/03/amazon-founder-jeff-bezos-is-leaving-seattle-for-miami.html Ohio Society of CPAs Develops Action Plan Aimed at Talent Shortagehttps://www.cpapracticeadvisor.com/2023/11/06/ohio-society-of-cpas-develops-action-plan-aimed-at-talent-shortage/97271/ Billions still lost through bad accounting, says auditor general       https://mg.co.za/business/2023-11-03-billions-still-lost-through-bad-accounting-says-auditor-general/ Eric Trump testified over and over again he had nothing to do with his dad's accounting. Then he was shown his own emails   https://fortune.com/2023/11/03/eric-trump-testifies-fraud-trial-never-worked-donald-financial-statements-emails-testimony-involvement/ Former FTX CEO found guilty of fraud      https://www.bankingdive.com/news/former-ftx-ceo-sam-bankman-fried-found-guilty-7-counts-fraud-conspiracy/698555/ House Passes Israel Aid Bill Tied to IRS Cutshttps://www.cpapracticeadvisor.com/2023/11/02/house-passes-israel-aid-bill-tied-to-irs-cuts/97224/ Jeff Bezos: Leaving Seattle and Embracing Miamihttps://www.smallbiztechnology.com/archive/2023/11/jeff-bezos-leaving-seattle-and-embracing-miami.html/ Billionaire Amazon founder Jeff Bezos moves to Florida, where his parents live-and capital gains are not taxed        https://finance.yahoo.com/news/billionaire-amazon-founder-jeff-bezos-125828852.html Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts YouTube: https://www.youtube.com/@TheAccountingPodcast Spotify: http://cloudacctpod.link/Spotify Podchaser: http://cloudacctpod.link/podchaser Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast Classifieds Forwardly - https://www.forwardly.com/FutureFirm - https://www.futurefirmaccelerate.com/capClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

3 Things A Real Estate Investment Firm Must Have Before You Give Them Your Money With Ken Gee: Discovering Multifamily Episode 238On this 238th episode of Discovering Multifamily,  Ken Gee joins us as the founder and managing partner of KRI Partners and the KRI group of companies. Ken has more than 24 years of significant real estate, banking, private equity transaction, and principal investing experience. Throughout his career, he has been involved in transactions valued at more than $2.0 billion, much of which has included the acquisition, management, and financing of various multi-family real estate projects. Before forming KRI Partners, Kenneth was a tax manager with Deloitte & Touche LLP. Some of his major clients included The Riverside Company, Key Equity Capital Partners, Blue Point Capital, Linsalata Capital Partners, The Zaremba Group, Charter One Bank, and Applied Industrial Technologies, Inc. Before his career at Deloitte & Touche, he spent several years at National City Bank (now part of PNC Bank). He also owned and operated several certified Cessna Pilot Centers in the Northeast Ohio area. Kenneth is a licensed Ohio Certified Public Accountant, a member of multiple apartment associations, and Ohio Society of Certified Public Accountants and American Institute of Certified Public Accountants. YouTube: https://youtu.be/eeyZ80rpR_EWebsite: www.redknightproperties.com/media   iTunes: https://podcasts.apple.com/us/podcast/discovering-multifamily/id1506820688   #financialfreedom #passiveinvesting #activeinvesting #investsmart #investwisely #buildingwealth #multifamily #podcast #Red Knight Properties #Anthony Scandariato #Brian Leonard #investing in real estate

It's All About The Numbers   We have Ken Gee on the show today discussing basics of multi-family investing. From value add and in-house property management to things you should look for when underwriting your future investments. Ken also reiterates why you SHOULD be buying now with the interest rates as high as they are because, in the end, it's all about your bottom line! Jen and Ken share quite a few laughs during this episode so you don't want to miss it!   Kenneth is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transaction, and principal investing experience. Throughout his career, he has been involved in transactions valued at more than $2.0 billion, much of which has included the acquisition, management, and financing of various multi-family real estate projects. Before forming KRI Partners, Kenneth was a tax manager with Deloitte & Touche LLP. Some of his major clients included The Riverside Company, Key Equity Capital Partners, Blue Point Capital, Linsalata Capital Partners, The Zaremba Group, Charter One Bank, and Applied Industrial Technologies, Inc. Before his career at Deloitte & Touche, he spent several years at National City Bank (now part of PNC Bank). He also owned and operated several certified Cessna Pilot Centers in the Northeast Ohio area. Kenneth is a licensed Ohio Certified Public Accountant, a member of multiple apartment associations, and Ohio Society of Certified Public Accountants and American Institute of Certified Public Accountants.   www.multifamilyunderwritingcourse.com   To learn more about Jen Josey, visit www.TheRealJenJosey.com To join REIGN, visit www.REIGNmastermind.com To join HomeSchooled by Tarek, visit https://go.homeschooled.co/schedule-strategy-session?el=jenjosey

Kenneth is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transaction, and principal investing experience. Throughout his career, he has been involved in transactions valued at more than $2.0 billion, much of which has included the acquisition, management, and financing of various multi-family real estate projects. Before forming KRI Partners, Kenneth was a tax manager with Deloitte & Touche LLP. Some of his major clients included The Riverside Company, Key Equity Capital Partners, Blue Point Capital, Linsalata Capital Partners, The Zaremba Group, Charter One Bank, and Applied Industrial Technologies, Inc. Before his career at Deloitte & Touche, he spent several years at National City Bank (now part of PNC Bank). He also owned and operated several certified Cessna Pilot Centers in the Northeast Ohio area. Kenneth is a licensed Ohio Certified Public Accountant, a member of multiple apartment associations, and Ohio Society of Certified Public Accountants and American Institute of Certified Public Accountants. Get in tpuch with Ken: WWW.KRIPARTNERS.COM For informational purposes only. Always consult with professionals. This is not meant to be used as legal or tax advice or otherwise. Any projections, opinions, assumptions, or estimates used are for example only. All information should be independently verified and is subject to errors and omissions. Check out some of our other videos and listings: PreReal Podcast https://www.youtube.com/watch?v=pTgZYyrkRyU&list=PLbyMUN39hTNWUFWH-tprcR0sTOwdqCfuk PreReal™, Prendamano Real Estate of staten island, NY is a real estate marketing firm that is focused on lead generation for all its properties for sale. More leads equals bigger pockets in the end for everyone. If you are house hunting and looking for a house for sale don't hesitate to give us a call (718)200-7799. If you think it is time to sell your house, we can get you top dollar for your property. Visit us at www.prereal.com Follow us on: Facebook: https://www.facebook.com/PrendamanoRealEstate Instagram: @prerealpodcast @prerealestate TikTok: @prerealestate Twitter: @prerealestate #RealEstate #Tips #PreReal

152. The Real Estate Whisperer: Navigating Multi-Billion Dollar Deals with Mr Ken Gee Mr. Gee is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transaction and principal investing experience. Throughout his career, he has been involved in transactions valued in excess of $2.0 billion, much of which has included the acquisition, management and financing of various multi-family real estate projects as well as playing a significant role as a member of due diligence and transaction structure planning teams for several private equity firms specializing in the small and middle markets. Prior to forming KRI Partners, Mr. Gee was a tax manager with Deloitte & Touche LLP where he focused his practice on state and local tax planning, merger and acquisition due diligence and transaction structure planning for private equity and middle market companies. Some of his major clients included The Riverside Company, Key Equity Capital Partners, Blue Point Capital, Linsalata Capital Partners, The Zaremba Group, Charter One Bank and Applied Industrial Technologies, Inc. Prior to his career at Deloitte & Touche, Mr. Gee spent several years at National City Bank (now part of PNC Bank) where he served as commercial loan officer, credit analyst, branch manager, and mortgage loan originator during his career with the bank. Unrelated to his real estate experience, Mr. Gee also owned and operated several certified Cessna Pilot Centers in the Northeast Ohio area. These Cessna Pilot Centers operated an FAA approved professional pilot school and specialized in the sale of new and pre-owned aircraft. Mr. Gee is a licensed Ohio Certified Public Accountant. He received his master's degree from Case Western Reserve University's Weatherhead School of Management and his B.B.A. from the University of Toledo. He is a member of the National Apartment Association, Florida Apartment Association, Bay Area Apartment Association, Apartment Association of Greater Orlando, First Cost Apartment Association, Northeast Ohio Apartment Association, Ohio Society of Certified Public Accountants and American Institute of Certified Public Accountants

Kenneth Gee is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transaction, and principal investing experience. In this episode, we are going to talk about why Ken invests in Multifamily housing, how recessions hurt middle-class and low-income people, and how he's making the best of today's investing environment.   1:16 Ken's background in real estate. 8:41 Investing in a Growth Market 13:51 What's going on in the real estate market today? 18:58 How a Recession Hurts the Middle-Class and Low-Income People 25:00 What's the benefit of the syndication model?  28:01 Finding an Experienced Mentor  33:14 What to do when the waters get choppy 37:01 What happens when you have too much supply. About Ken Gee Kenneth is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transaction, and principal investing experience. Throughout his career, he has been involved in transactions valued at more than $2.0 billion, much of which has included the acquisition, management, and financing of various multi-family real estate projects.   Before forming KRI Partners, Kenneth was a tax manager with Deloitte & Touche LLP. Some of his major clients included The Riverside Company, Key Equity Capital Partners, Blue Point Capital, Linsalata Capital Partners, The Zaremba Group, Charter One Bank, and Applied Industrial Technologies, Inc.   Before his career at Deloitte & Touche, he spent several years at National City Bank (now part of PNC Bank). He also owned and operated several certified Cessna Pilot Centers in  the Northeast Ohio area.   Kenneth is a licensed Ohio Certified Public Accountant, a member of multiple apartment associations, and Ohio Society of Certified Public Accountants and American Institute of Certified Public Accountants.   Website: WWW.KRIPARTNERS.COM YouTube: https://www.youtube.com/channel/UCRWZfJ0hmHxVdf3DNA7RHlQ/videos LinkedIn: https://www.linkedin.com/company/kri-partners/ Twitter: https://twitter.com/KriPartners

Meet Steve Glass:Steve Glass is CEO of Medical Mutual and a member of the company's board of directors. An experienced healthcare executive, Steve joined the Cleveland Clinic in 2002 and was named the organization's CFO in 2005. In that role, he was responsible for the overall financial operations of the Cleveland Clinic and its subsidiaries worldwide. Mr. Glass earned a Bachelor of Science degree in Accounting from Towson University in Maryland and is a Certified Public Accountant. He is on the board of directors for the Greater Cleveland Partnership, as well as a member of the American Institute of Certified Accountants, Ohio Society of Certified Public Accountants and Healthcare Financial Management Association.Key Insights:Steve Glass believes that providers and payers can work together to minimize friction in healthcare.The CEO Role. Stakeholders inside and outside of the company look to the CEO to be the voice of the organization, and establishing trust is key. Managing Risk. Insurers understand the benefit of moving to value-based care, but it's important to monitor and manage financial risk as health systems move in that direction.A Capitalist Society. Steve remarks, “If somebody's coming into your market, it's because they see an opportunity.” Providers and Payers need to innovate to meet the challenge.This episode was made possible by our partnership with Citi.Relevant Links:Read more about Steve GlassRead about Medical Mutual 

Don't just make deals, start executing business plans with Ken Gee's expert tips on locating the best low-risk assets, capitalizing on them, and how you can do the same. Be ready to raise your odds of multifamily investing success with the knowledge you gain from this episode!     WHAT YOU'LL LEARN FROM THIS EPISODE  A plan to capitalize on the compounding effects of apartment investing 4 vital things to look for in a real estate partnership and why Vertical integration: What it is and how it aids asset management How to build what it takes to break through a new real estate market What is re-trading and how does it work?     RESOURCES/LINKS MENTIONED Verivest National Multifamily Housing Council     ABOUT KEN GEE Ken Gee is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transaction, and principal investing experience. He is a licensed Ohio Certified Public Accountant and received his master's degree from Case Western Reserve University's Weatherhead School of Management and his bachelor of business administration degree. from the University of Toledo. He is a member of the National Apartment Association, Florida Apartment Association, Bay Area Apartment Association, Apartment Association of Greater Orlando, First Cost Apartment Association, Northeast Ohio Apartment Association, Ohio Society of Certified Public Accountants, and American Institute of Certified Public Accountants.     CONNECT WITH KEN Website: KRI Partners     CONNECT WITH US  Email: shawn@greenbriarcg.com  Instagram: Shawn Winslow YouTube: Shawn Winslow LinkedIn: Shawn Winslow Facebook: Shawn Winslow

This week's episode features Dr. Jaclyn Boyle, assistant dean for Student Success, and associate professor of Pharmacy Practice at Northeast Ohio Medical University, who discusses . Jaclyn A. Boyle currently serves as Assistant Dean, Student Success, and Associate Professor, Pharmacy Practice at Northeast Ohio Medical University (NEOMED). Dr. Boyle is a graduate o fthe Ohio State University, receiving a Bachelor in Pharmaceutical Sciences degree in 2007 and Master in Pharmacology degree in 2008. She pursued her Doctor of Pharmacy training at Northeast Ohio Medical University, where she graduated in 2012. After graduation, Dr. Boyle completed her PGY-1 and PGY-2 in Internal Medicine and Academia where at UniversityHospitals Geauga Medical Center and received a Master in Business Administration degree from the University of Findlay in 2016.She served in a variety of roles within the ambulatory care setting before transitioning to her current role at NEOMED. She also currently serves as Chair for the ASHP Section of Ambulatory Care and is Past President of the Ohio Society of Health-System Pharmacists. At NEOMED, she serves as the vice chair of the College of Pharmacy Diversity, Equity, and Inclusion Committee. In her faculty role, she oversees a 4-year personal and professional development course series focuses on the student pharmacist finding their own definition of success through intense self-reflection and developing a lifelong strategy of leading oneself. Dr. Boyle also serves as LeadCoach at The Happy PharmD, where she develops the coaching team and provides career coaching for pharmacists to design fulfilling careers and develop businesses. Outside of work, she loves spending time with her family (husband Paul, and daughters Gianna (6) and Giulia (5months), spinning, running and yoga.

Welcome to the Managing CRE Risk podcast with Jeremy Goodrich. Today, we have a veteran CRE investor with us who has more than 25 years of experience, Ken Gee. In our conversation, Ken breaks down risk in different parts of the lifecycle of a commercial real estate deal. He lays out how to succeed in the CRE world and mitigate the risks through due diligence, raising capital, and asset management. You don't want to miss out on this episode! Learn more about Ken and his story at shineinsurance.com/managing-commercial-real-estate-risk! “I've always told our investors, it's my job to try to protect the downside and make sure we have a good upside plan in place.”   04:52 Ken has around 2000 doors in his portfolio and he's been investing in commercial real estate for more than 25 years. He describes himself as a risk-averse person. According to him, one of the hardest aspects of real estate investing is bringing yourself to the awareness of the risks that you want to mitigate.    Ken's advice on how to successfully identify and mitigate risk: Educate yourself on the industry, market, and property. Focus on your operation and constantly evaluate your business plan. Have a solid insurance policy. Identifying risk comes easier with experience, so don't give up. “There's going to be things wrong everywhere. It's just a fact of life. What our job is, is to identify risks that matter.”   12:40 Ken talks about how to manage the risks surrounding the lifecycle of the property. Due diligenceLook at the physical property and see if there are hidden things there that are difficult to correct or significantly impact your business plan. Ken's advice is to find a mentor at the beginning of your investing journey to help you build out your due diligence process. Document the entire procedure. Raising capitalIt's important for passive investors to understand what it means to be invested in a multifamily real estate deal. Ask all the uncomfortable questions from the sponsor to evaluate if they're professional and knowledgeable enough. Figure out if they're transparent and have a good track record. Asset managementGive yourself 30-60 days to learn everything about the property before you start the renovation. Based on this information, modify your business plan.   Ken shares his insight on CRE risks in the near future. Interest rates have doubled in the last year and we might go into a recession. In the real estate industry, the most important thing is occupancy, so make sure you're buying in a growth market and keep your occupancy high. About our guest, Ken Gee Mr. Gee is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transaction and principal investing experience. Throughout his career, he has been involved in transactions valued in excess of $2.0 billion, much of which has included the acquisition, management and financing of various multi-family real estate projects as well as playing a significant role as a member of due diligence and transaction structure planning teams for several private equity firms specializing in the small and middle markets.   Prior to forming KRI Partners, Mr. Gee was a tax manager with Deloitte & Touche LLP where he focused his practice on state and local tax planning, merger and acquisition due diligence and transaction structure planning for private equity and middle market companies. Some of his major clients included The Riverside Company, Key Equity Capital Partners, Blue Point Capital, Linsalata Capital Partners, The Zaremba Group, Charter One Bank and Applied Industrial Technologies, Inc.   Prior to his career at Deloitte & Touche, Mr. Gee spent several years at National City Bank (now part of PNC Bank) where he served as commercial loan officer, credit analyst, branch manager, and mortgage loan originator during his career with the bank.   Unrelated to his real estate experience, Mr. Gee also owned and operated several certified Cessna Pilot Centers in the Northeast Ohio area. These Cessna Pilot Centers operated an FAA approved professional pilot school and specialized in the sale of new and pre-owned aircraft.   Mr. Gee is a licensed Ohio Certified Public Accountant. He received his master's degree from Case Western Reserve University's Weatherhead School of Management and his B.B.A. from the University of Toledo. He is a member of the National Apartment Association, Florida Apartment Association, Bay Area Apartment Association, Apartment Association of Greater Orlando, First Cost Apartment Association, Northeast Ohio Apartment Association, Ohio Society of Certified Public Accountants and American Institute of Certified Public Accountants. Mentioned in the show: www.kripartners.com www.kripartners.com/ebook/ His LinkedIn Shineinsurance.com www.shineinsurance.com/managing-commercial-real-estate-risk Jeremy's LinkedIn Need an instant insurance ballpark for your next Multifamily deal?! Answer 9 simple questions and we'll give you a sense of what insurance should be. Visit us here for everything you need to know: https://www.shineinsurance.com/ballpark/    Special thanks to Ken Gee for taking the time to share so many great insights with us   If you enjoyed this podcast, there's a couple of things we need you to do right now:    SUBSCRIBE to Managing Commercial Real Estate Risk on Apple Podcast, Spotify, or wherever you listen to podcasts    While you there, please RATE & REVIEW the show    SHARE with friends   Finally, please, JOIN the Managing Commercial Real Estate Risk Facebook Group Then, please share the show with whoever you think it will inspire. Until the next time, We truly appreciate you listening. Need the CRE Insurance Guy? More great stories & information at: Youtube – Blog – Podcast If you enjoyed this episode, then you'll love these ones: How To Market Your Deal, With John Casmon 112: Quadrant Of Risk 130: How To Find Undervalued Markets, With Stefan Tsvetkov

Kenneth is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transaction, and principal investing experience. Throughout his career, he has been involved in transactions valued at more than $2.0 billion, much of which has included the acquisition, management, and financing of various multi-family real estate projects. Before forming KRI Partners, Kenneth was a tax manager with Deloitte & Touche LLP. Some of his major clients included The Riverside Company, Key Equity Capital Partners, Blue Point Capital, Linsalata Capital Partners, The Zaremba Group, Charter One Bank, and Applied Industrial Technologies, Inc. Before his career at Deloitte & Touche, he spent several years at National City Bank (now part of PNC Bank). He also owned and operated several certified Cessna Pilot Centers in the Northeast Ohio area. Kenneth is a licensed Ohio Certified Public Accountant, a member of multiple apartment associations, and Ohio Society of Certified Public Accountants and American Institute of Certified Public Accountants. We chat about: 3 Things A Real Estate Investment Firm Must Have Before You Give Them Your Money Real Estate is Not A Passive Activity. Investing Is! How to Consistently Make Money in Real Estate - Anyone Can Do It Once! How to Vet A Real Estate Investment Firm Connect with Ken Gee: Website: https://www.kripartners.com/ (https://www.kripartners.com/) LIKE • SHARE • JOIN • REVIEW http://reimastermind.net/ (Website) https://reimastermindnetwork.locals.com/ (Join the REI Mastermind Network on Locals!) https://podcasts.apple.com/us/podcast/rei-mastermind-network-real-estate-investing-strategies/id1227366661 (Apple Podcasts) https://podcasts.google.com/feed/aHR0cDovL3JlaXJvb2tpZXMubGlic3luLmNvbS9yc3M (Google Podcasts) https://www.youtube.com/channel/UC_6OpKSfSGvgGDG1qtBQw9Q (YouTube) https://open.spotify.com/show/4P66jm0Q4PMl7OoZzHMUUZ (Spotify) https://www.stitcher.com/show/rei-rookies (Stitcher) https://www.deezer.com/us/show/2148782 (Deezer) https://www.facebook.com/REIMastermindNet (Facebook) https://twitter.com/rei_mastermind (Twitter) https://www.instagram.com/reimastermindnet/ (Instagram) SUPPORT THE SHOW! Self Managing Your Rental Properties? https://app.rentredi.com/signUp/JCH191 (Get 6 months of RentRedi for $1! Click this link!) https://www.patreon.com/reimastermind (Get Exclusive Content on Patreon! • https://www.patreon.com/reimastermind) https://bit.ly/reiappsumo (Get $10 and Reduce Your Business Costs by Shopping at AppSumo • https://bit.ly/reiappsumo) https://drop.com/?referer=3DC729 (Get $10 Towards Your First Purchase at Drop • https://drop.com/?referer=3DC729) "You can invest 10,000 hours and become an expert or learn from those who have already made that investment." - Jack

Kenneth is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transaction, and principal investing experience. Throughout his career, he has been involved in transactions valued at more than $2.0 billion, much of which has included the acquisition, management, and financing of various multi-family real estate projects.Before forming KRI Partners, Kenneth was a tax manager with Deloitte & Touche LLP. Some of his major clients included The Riverside Company, Key Equity Capital Partners, Blue Point Capital, Linsalata Capital Partners, The Zaremba Group, Charter One Bank, and Applied Industrial Technologies, Inc.Before his career at Deloitte & Touche, he spent several years at National City Bank (now part of PNC Bank).He also owned and operated several certified Cessna Pilot Centers in the Northeast Ohio area.Kenneth is a licensed Ohio Certified Public Accountant, a member of multiple apartment associations, and Ohio Society of Certified Public Accountants and American Institute of Certified Public Accountants.We chat about: 3 Things A Real Estate Investment Firm Must Have Before You Give Them Your MoneyReal Estate is Not A Passive Activity. Investing Is!How to Consistently Make Money in Real Estate - Anyone Can Do It Once!How to Vet A Real Estate Investment FirmConnect with Ken Gee:Website: https://www.kripartners.com/LIKE • SHARE • JOIN • REVIEWWebsiteJoin the REI Mastermind Network on Locals!Apple PodcastsGoogle PodcastsYouTubeSpotifyStitcherDeezerFacebookTwitterInstagramSUPPORT THE SHOW!Self Managing Your Rental Properties? Get 6 months of RentRedi for $1! Click this link!Get Exclusive Content on Patreon! • https://www.patreon.com/reimastermindGet $10 and Reduce Your Business Costs by Shopping at AppSumo • https://bit.ly/reiappsumoGet $10 Towards Your First Purchase at Drop • https://drop.com/?referer=3DC729"You can invest 10,000...

Tiffany Crosby serves as the chief learning officer at the Ohio Society of CPAs (OSCPA), which serves the finance and accounting professions through a portfolio of learning options, advocacy, pipeline development, and more. She also serves as the society's DEI officer, nurturing diversity, equity, and inclusion both internally and in the accounting profession. A self-described learning enthusiast, Tiffany is an avid reader currently pursuing a PhD in organizational leadership. In this episode of the Leading Learning Podcast, co-host Celisa Steele and Tiffany talk about competency-based learning, blended and cohort-based learning, the impact of the pandemic on learning portfolios, using data to make decisions, coaching to support learning, trends she has her eye on (including blockchain and microcredentials), content curation, and DEI. Full show notes and a transcript are available at https://www.leadinglearning.com/episode325.

In Collecting Real Estate's hundred and third episode, we interviewed Kenneth Gee of KRI Partners.Kenneth is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transaction, and principal investing experience. Throughout his career, he has been involved in transactions valued at more than $2.0 billion, much of which has included the acquisition, management, and financing of various multi-family real estate projects. Before forming KRI Partners, Kenneth was a tax manager with Deloitte & Touche LLP. Some of his major clients included The Riverside Company, Key Equity Capital Partners, Blue Point Capital, Linsalata Capital Partners, The Zaremba Group, Charter One Bank, and Applied Industrial Technologies, Inc. Before his career at Deloitte & Touche, he spent several years at National City Bank (now part of PNC Bank). He also owned and operated several certified Cessna Pilot Centers in the Northeast Ohio area. Kenneth is a licensed Ohio Certified Public Accountant, a member of multiple apartment associations, and Ohio Society of Certified Public Accountants and American Institute of Certified Public Accountants. https://www.kripartners.com/ebook/ 

Syndication Made Easy with Brandon Gosselin Kenneth is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transaction, and principal investing experience. Throughout his career, he has been involved in transactions valued at more than $2.0 billion, much of which has included the acquisition, management, and financing of various multi-family real estate projects. Before forming KRI Partners, Kenneth was a tax manager with Deloitte & Touche LLP. Some of his major clients included The Riverside Company, Key Equity Capital Partners, Blue Point Capital, Linsalata Capital Partners, The Zaremba Group, Charter One Bank, and Applied Industrial Technologies, Inc. Before his career at Deloitte & Touche, he spent several years at National City Bank (now part of PNC Bank). He also owned and operated several certified Cessna Pilot Centers in the Northeast Ohio area. Kenneth is a licensed Ohio Certified Public Accountant, a member of multiple apartment associations, and Ohio Society of Certified Public Accountants and American Institute of Certified Public Accountants. https://www.kripartners.com/ Don't forget to head over to iTunes to subscribe, rate, and leave a review. It's very much appreciated. ------------------------------------------------ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 6,500 units amounting to over $650 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/invest/ Apply for Mentorship: https://vinneychopra.com/mentorship/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's Free Book: https://vinneychopra.com/freebook/ Claim your FREE copy of The #1 Top Seller in Commercial Investing: http://apartmentsyndicationmadeeasy.com/ ------------------------------------------------

Syndication Made Easy with Brandon Gosselin Kenneth is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transaction, and principal investing experience. Throughout his career, he has been involved in transactions valued at more than $2.0 billion, much of which has included the acquisition, management, and financing of various multi-family real estate projects. Before forming KRI Partners, Kenneth was a tax manager with Deloitte & Touche LLP. Some of his major clients included The Riverside Company, Key Equity Capital Partners, Blue Point Capital, Linsalata Capital Partners, The Zaremba Group, Charter One Bank, and Applied Industrial Technologies, Inc. Before his career at Deloitte & Touche, he spent several years at National City Bank (now part of PNC Bank). He also owned and operated several certified Cessna Pilot Centers in the Northeast Ohio area. Kenneth is a licensed Ohio Certified Public Accountant, a member of multiple apartment associations, and Ohio Society of Certified Public Accountants and American Institute of Certified Public Accountants. https://www.kripartners.com/ Don't forget to head over to iTunes to subscribe, rate, and leave a review. It's very much appreciated. ------------------------------------------------ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 6,500 units amounting to over $650 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/invest/ Apply for Mentorship: https://vinneychopra.com/mentorship/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's Free Book: https://vinneychopra.com/freebook/ Claim your FREE copy of The #1 Top Seller in Commercial Investing: http://apartmentsyndicationmadeeasy.com/ ------------------------------------------------

Syndication Made Easy with Brandon Gosselin Kenneth is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transaction, and principal investing experience. Throughout his career, he has been involved in transactions valued at more than $2.0 billion, much of which has included the acquisition, management, and financing of various multi-family real estate projects. Before forming KRI Partners, Kenneth was a tax manager with Deloitte & Touche LLP. Some of his major clients included The Riverside Company, Key Equity Capital Partners, Blue Point Capital, Linsalata Capital Partners, The Zaremba Group, Charter One Bank, and Applied Industrial Technologies, Inc. Before his career at Deloitte & Touche, he spent several years at National City Bank (now part of PNC Bank). He also owned and operated several certified Cessna Pilot Centers in the Northeast Ohio area. Kenneth is a licensed Ohio Certified Public Accountant, a member of multiple apartment associations, and Ohio Society of Certified Public Accountants and American Institute of Certified Public Accountants. https://www.kripartners.com/ Don't forget to head over to iTunes to subscribe, rate, and leave a review. It's very much appreciated. ------------------------------------------------ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 6,500 units amounting to over $650 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/invest/ Apply for Mentorship: https://vinneychopra.com/mentorship/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's Free Book: https://vinneychopra.com/freebook/ Claim your FREE copy of The #1 Top Seller in Commercial Investing: http://apartmentsyndicationmadeeasy.com/ ------------------------------------------------

A fascinating deep dive into the pros and cons of health coaching with one of the early pioneers and innovators Michael Arloski, Ph.D., PCC, NBC-HWC. As the CEO and Founder of Real Balance Global Wellness Services, his company has trained over 10,000 health & wellness coaches worldwide. A psychologist with over twenty-five years of clinical work and professional contribution to the wellness field since 1977, and one of the key developers of the health and wellness coaching field. Dr. Arloski is a founding member of the National Board for Health & Wellness Coaching (NBHWC), he has served as the President of the Board of Directors of the National Wellness Institute, The Ohio Society for Behavioral Health and Biofeedback, and the Colorado College Counselors Association. #healthcoaching #NBHWC #wellnesscoach #arloski #healthiwealthi The HealthiWealthi™ Podcast features outrageously honest conversations with Lifestyle Medicine, Health Coaching, Healthcare 3.0 leaders, bestselling authors, and researchers hosted by Johannes R. Fisslinger, Founder HealthiWealthi™, and Lifestyle Prescriptions® University. HealthiWealthi™ Podcast & Healthcare 3.0 Platform: https://healthiwealthi.io Lifestyle Prescriptions® University - Certificate & Degree Programs in Lifestyle Medicine and Root-Cause Health Coaching: https://lifestyleprescriptions.tv/ Health Coach Global Summit & Conference - Free to attend: https://healthcoachsummit.io/ Lifestyle Medicine Summit Oct. 21-30, 2022: https://prescribe.lifestylemedicine.io/

In today's episode of #RitterOnRealEstate we interview Ken Gee, Ken is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transaction, and principal investing experience. Throughout his career, he has been involved in transactions valued at more than $2.0 billion, much of which has included the acquisition, management, and financing of various multi-family real estate projects. Before forming KRI Partners, Ken was a tax manager with Deloitte & Touche LLP. Some of his major clients included The Riverside Company, Key Equity Capital Partners, Blue Point Capital, Linsalata Capital Partners, The Zaremba Group, Charter One Bank, and Applied Industrial Technologies, Inc. Before his career at Deloitte & Touche, he spent several years at National City Bank (now part of PNC Bank).Ken is a licensed Ohio Certified Public Accountant, a member of multiple apartment associations, the Ohio Society of Certified Public Accountants, and the American Institute of Certified Public Accountants. Welcome to the Podcast Ken! Key Points From The Episode: How Ken got inspired to learn about real estate while feeding his infant daughter. Watching his peers make a lot of money in real estate. Buying his first deal, a 28-unit apartment complex.Making half a million dollars off of his first three deals. Realizing that real estate was his ticket to building wealth for his family.How having children impacts your decision-making when it comes to career/investing. How technology has helped spread the knowledge of real estate investing. Ken's advice for vetting a deal sponsor. Some of the red flags to look out for. How Ken views the current real estate market. Understanding that people will always need somewhere to live. Books mentioned:The 10X Rule by Grant Cardone

You don't become the CEO of a national service organization without picking up a few ideas on good networking practice. Join Debby and Greg as they chat this week with their guest, Tracey Edwards, CEO of National Exchange Club. From the time she was a teenager she has come to realize the importance of relationships in achieving your goals and how vital it is to be adaptable in the face of change instead of giving up. Hear what she thinks is the most important aspect of maintaining your network. Groups Mentioned: - National Exchange Club, https://www.nationalexchangeclub.org/ - American Society of Association Executives, https://www.asaecenter.org/ - Ohio Society of Association Executives, https://www.osae.org/ - National Speakers Association, https://nsaspeaker.org/ Resources: - Website: https://www.nationalexchangeclub.org/ - Facebook: https://www.facebook.com/nationalexchangeclub - Phone: 419-535-3232 Comments: https://www.facebook.com/TheReluctantNetworker/ https://www.facebook.com/connextnation/ More Information: If you'd like more information about our virtual training programs, go to: https://www.connextnation.com/mini-course/ "Porch Swing Days - faster" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/ --- Send in a voice message: https://anchor.fm/3rdgennetworking/message

"How to stay focused while working through the latest Covid surge" The latest variant in the COVID pandemic, Omicron, now accountants for about 99% of cases according to the CDC, and businesses everywhere are feeling the strain as more employees are out of work due to exposure or testing positive. In this episode we spoke with Scott Wiley, CAE, president and CEO of The Ohio Society of CPAs on on what this latest variant means for businesses, how agility has taken on a new meaning, the role leaders and staff have to play in adding value and  more.  Register for the Town Hall to hear more from Scott here: https://my.ohiocpa.com/topclass/topclass.do?expand-OfferingDetails-viaTC=1-offeringId=11527636

In the world of wealth-building, having the money to invest is a big part of the equation but not the entire formula.    Once we have the capital to deploy, where we put it and who we partner with is equally important and quite truthfully, what will make or break us. If we don't make accurate decisions and pick the right investing vehicle, our money will flee from us.    How do we determine how to deploy our capital? Besides syndication, what other low risk and efficient investing methods can we take advantage of?    In today's episode, I'm joined by an entrepreneur with a lot of wisdom and expertise around protecting your money. Founder and managing partner of KRI Partners, Ken Gee shares how to navigate the private money space so you get the upside, not the catastrophe many investors are headed for.      Things You'll Learn In This Episode    The formal considerations we have to make in our investing journeyWhat are the non-negotiable rules of money we have to play by if we don't want our money to flee (or have the SEC knocking on our doors)?    How blind pool funds work and how to find one Why are blind pool funds gaining popularity, and what advantages do they offer to investors who want a safe way to deploy their capital?    What many new investors get wrong about private moneyThere are many ways to deploy capital but how do we make sure the one we choose aligns with our needs and goals?    The formula for protecting your rental portfolioHow is the KRI Partners team getting their rental portfolio prepared for an inevitable shift in the market?      Guest Bio-    Kenneth is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transaction, and principal investing experience. Throughout his career, he has been involved in transactions valued at more than $2.0 billion, much of which has included the acquisition, management, and financing of various multi-family real estate projects.    Before forming KRI Partners, Kenneth was a tax manager with Deloitte & Touche LLP. Some of his major clients included The Riverside Company, Key Equity Capital Partners, Blue Point Capital, Linsalata Capital Partners, The Zaremba Group, Charter One Bank, and Applied Industrial Technologies, Inc.    Before his career at Deloitte & Touche, he spent several years at National City Bank (now part of PNC Bank).    He also owned and operated several certified Cessna Pilot Centers in the Northeast Ohio area. Kenneth is a licensed Ohio Certified Public Accountant, a member of multiple apartment associations, and Ohio Society of Certified Public Accountants and American Institute of Certified Public Accountants.   For more information about joining the next KRI Partners' fund, head over to https://www.kripartners.com/ebook.    To vet real estate sponsors, go to https://verivest.com. 

Kenneth is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transaction, and principal investing experience. Throughout his career, he has been involved in transactions valued at more than $2.0 billion, much of which has included the acquisition, management, and financing of various multi-family real estate projects. Before forming KRI Partners, Kenneth was a tax manager with Deloitte & Touche LLP. Some of his major clients included The Riverside Company, Key Equity Capital Partners, Blue Point Capital, Linsalata Capital Partners, The Zaremba Group, Charter One Bank, and Applied Industrial Technologies, Inc. Before his career at Deloitte & Touche, he spent several years at National City Bank (now part of PNC Bank). He also owned and operated several certified Cessna Pilot Centers in the Northeast Ohio area. Kenneth is a licensed Ohio Certified Public Accountant, a member of multiple apartment associations, and Ohio Society of Certified Public Accountants and American Institute of Certified Public Accountants. --- Send in a voice message: https://anchor.fm/donald-thomas6/message Support this podcast: https://anchor.fm/donald-thomas6/support

Contrary to what many people think, asking questions does not make you appear weak. Instead, it helps you become smarter and make better decisions as a leader. Is there something you don't know? Ask questions. Amy Vetter's guest for this episode knows this from experience. Scott Wiley is the President and CEO of the Ohio Society of CPAs. In this conversation, Scott shares the highlights of his professional journey as a CPA, the importance of asking questions to personal and professional development, and the centricity of value-driven relationships in the profession. Join in and partake of juicy insights that will guide you for the rest of your career growth.Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

"OSCPA Executive Board Chair shares insights on profession and leadership" In this episode we're speaking with Lori Kaiser, the CEO of Kaiser Consulting and the Chair of the Ohio Society of CPAs Executive Board. Lori has been a member of OSCPA for more than thirty years, and we discussed how she first became involved in the board, what she's learned through serving on boards over the years, her goals for OSCPA during her time as board chair and more. 

"DE&I in focus: Retaining diverse leaders" The accounting profession must work persistently on its culture and continue developing its pipeline to address a lack of diversity in its leadership. That was the conclusion of a study of diversity, equity, and inclusion in the U.S. accounting profession conducted by The Institute of Management Accountants – with help from The Ohio Society of CPAs.  On this episode, Loreal Jiles, lead researcher on the study and IMA Director of Research, leads a conversation with Scott Wiley, president and CEO of The Ohio Society of CPAs; and Margaret Finley, OSCPA's diversity, equity and inclusion strategist.  They discuss the challenges that are preventing diverse accounting employees from advancing, how professional organizations can help and more.  Learn more on this topic in the upcoming September/October issue of CPA Voice. 

In this episode we're speaking with Amy Vetter, CPA, about advisory services. Amy is the CEO of The B3 Method Institute, speaker, author and member of the Ohio Society of CPAs executive board. We discussed how firms go about becoming more involved in advisory services, the growth opportunities in the space, how to be strategic and much more. Hear more from Amy at these upcoming learning opportunities:  June 22: Advisory Services: The Simple Sales Process https://my.ohiocpa.com/topclass/topclass.do?expand-OfferingDetails-viaTC=1-offeringId=11170204  July – August 6: Advisory services workshop that will be available soon!   Sept 1: Advisory Services Virtual Conference https://my.ohiocpa.com/topclass/topclass.do?expand-OfferingDetails-viaTC=1-offeringId=10961012 

Rea & Associates continues to advocate alongside the Ohio Society of CPAs to help build a better business climate throughout the state. Because Ohio Society members work closely with most businesses state-wide, people often reach out to it for its holistic insight into the business community. Scott Wiley is the Ohio Society's executive director. Since joining the OSCPA in 2013, Scott has made considerable strides to strengthen the organization and its mission of promoting more substantial businesses and a better regulatory environment throughout the state. In doing so, he continues to help make the Buckeye State more competitive by fostering diversity, equity, and inclusion. He talks about how the Ohio Society is furthering its mission over the next year and beyond. Listen to this episode of unsuitable to learn: What the OSCPA is doing to make Ohio more competitive What the DEI initiatives are How Ohio is rethinking business as usual Learn more about this topic: Listen: https://www.reacpa.com/insight/269-the-rise-of-central-ohios-development-one-columbus/ (The Rise Of Central Ohio's Development) Read: https://www.reacpa.com/insight/an-update-on-the-construction-industry-covid-19-oscpa/ (An Update On The Construction Industry & COVID-19 – OSCPA) Listen: https://www.reacpa.com/insight/episode-264-real-estate-developers-contractors-manufacturers-oh-my/ (Episode 264: Real Estate Developers, Contractors, & Manufacturers … Oh My!) If you like this episode of unsuitable on Rea Radio, hit the like button or share it on social media. You can also use https://urldefense.proofpoint.com/v2/url?u=https-3A__www.google.com_url-3Fq-3Dhttps-3A__www.google.com_url-3Fq-253Dhttps-3A__soundcloud.com_tags_ReaRadio-2526amp-3Bsa-253DD-2526amp-3Bust-253D1495715306637000-2526amp-3Busg-253DAFQjCNEO7cuFlEr4TprDlXnPLFfc9-2Dgibw-26sa-3DD-26ust-3D1495715306647000-26usg-3DAFQjCNEzY2V0AC9u7-5FBmQFuJKyVAvJyQeg&d=DQMGaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=k7LfU80KH4iNnyPfAqQ-rX5QpCf0a3QOjTYt0O4ZNmU&m=T1q209PKwbilMnNtQPiJxrBmabVSEA0vG_jEl1oE1Fg&s=2nQGrmKAd8X40UODzRu5Qf8X4SHKpfADfpIyDje_vsE&e= (#ReaRadio) to join the conversation. You can also watch the podcast in action on the https://urldefense.proofpoint.com/v2/url?u=https-3A__www.youtube.com_channel_UC-5FeV4nJToshDK5yNISpZH1w&d=DQMGaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=k7LfU80KH4iNnyPfAqQ-rX5QpCf0a3QOjTYt0O4ZNmU&m=nPEHxkyMiraiLhboRvg_aol6-fqT9JdWkaDW1OWOlxw&s=HoyT0c7uSAdLfAmwU0Ps8RC4nUbrxhjRpa5Cx18qNlA&e= (Rea & Associates YouTube channel) and access additional resources at http://www.reacpa.com/podcast (www.reacpa.com/podcast). 

Host Mary Kate Cunningham, CAE, ASAE’s SVP of Public Policy welcomes co-host Nate Fisher of ASAE’s Public Policy team for a series of conversations about advocacy amid the COVID-19 pandemic and the beginning of a new Administration. Guests include Scott Wiley, FASAE, CAE, President & CEO, Ohio Society of CPAs, Franklin Davis, Senior Director, Federal Affairs, for the American Beverage Association, and Kevin Serafino Vice President, Federal Government Relations & Public Policy and Internal Counsel, Household & Commercial Products Association. Discussions include association community 2021 priorities, issues, and making 2021 as successful as possible for associations and society at large.  

Many children and adults with mitochondrial disease experience significant gastrointestinal or digestive issues as part of their daily disease challenges. When considering the pros and cons of a feeding tube and struggling to identify the best diet for dysmotility, many parents, patients and families are confused by all of the possibilities. On December 4th, 2015, Thrive RX Clinical Specialist Kristen R. Roberts PhD RD shares about diet, dysmotility and tube feeding. Topics for this presentation include: What are the benefits of nutrition support for someone with dysmotility? What type of assessment is needed in order to determine if a feeding tube (and enteral nutrition, or tube feeding) is right for me/my child? What strategies can help improve overall tolerance to diet and enteral nutrition in a person with mitochondrial disease and dysmotility? What are some examples of specific situations when enteral nutrition should be considered? This presentation is appropriate for adult patients, parents of affected children, caregivers, family members and healthcare providers. About the Speaker Kristen Roberts is an Assistant Professor of Clinical Medicine at The Ohio State University Wexner Medical Center and a Registered Dietitian specializing in gastrointestinal nutrition, intestinal failure and home nutrition support. She received her bachelor’s degree in Dietetics at Bowling Green State University and her Master’s degree and internship in Human Nutrition at Arizona State University. She completed her PhD in Human Nutrition at The Ohio State University where she studied the impact of dietary interventions for disease prevention. Kristen has spent most of her clinical years working with intestinal failure patients and specializing in intestinal rehabilitation and home parenteral nutrition. She is an active member in The Ohio Society for Parenteral and Enteral Nutrition and is the coauthor of the iThrive program, which is a nutritional guide for consumers with intestinal dysmotility. Kristen has spoken nationally on the management of acid/base imbalances in clinical practice, improving nutrition support education for physicians and the management of intestinal failure patients. In addition to these presentations, she has published several articles and book chapters dedicated to the clinical management of intestinal failure. To view the accompanying slides, click here.

Today we are joined by fellow Solo PR Pro, Dan Farkas, who joins us to discuss his newest endeavor, Pass PR. Pass PR is customized education to help people accelerate their communication skills. Whether you are a new graduate, a seasoned pro, or a professional starting your own business, Pass PR is a unique and valuable way for you to gain the additional skills you need for success.Dan is a Lecturer of Strategic Communication at Ohio State University, where he teaches courses on research, strategy, content creation, measurement, and analytics. The BBC and Mashable are some of the media outlets that have featured Dan as a thought leader on the changing landscape of strategic communication and how we can make the most of it. Dan is also a business owner who practices the craft when not chasing late homework assignments or his two kids. His campaign efforts have earned recognition from PRSA and the Ohio Society of Association Executives. He helped clients received media coverage with the Washington Post, Huff Post, and Associated Press. In a former life, Dan earned more than 20 awards for his work in television news. His work appeared on CNN, MSNBC, and SI.com.As always, we’d love your feedback. Share with us a soloprpro.com.

Barbara Benton is here from The Ohio Society of CPAs to discuss important legislation updates taking place in the state. Barbara shares what she and her team have done to help Ohio business owners navigate the Covid disruption, and what’s coming down the pike as Ohio continues to reopen and adapt. She shares critical issues … Ep69: Legislation Update Read More »

Gary Shamis, Principal at Winding River Consulting, has had a lifelong career in accounting, growing his father’s accounting firm from $225,000 in revenues to approximately $100 million. He built the 37th largest independent accounting and consulting firm in the nation before combining SS&G, Inc. with BDO USA, LLC in 2014. Tune in and hear Gary talk about why execution is harder than strategy, how developing niches can include both services and industries, and why scooping up talent when you find them is critical to success. Gary S. Shamis, M.Acc, Principal Winding River Consulting Twitter Gary Shamis is Principal at Winding River Consulting. His innovation and leadership earned him honors such as E&Y Entrepreneur of the Year; a Top Ten Managing Partner Elite (Accounting Today) where he was called the “very model of the modern managing partner, and this list is more or less unimaginable without him”; Most Admired Peer (INSIDE Public Accounting); more than a dozen appearances on the Most Influential list (Accounting Today); and numerous other industry accolades. He has served his profession within the ranks of the American Institute of Certified Public Accountants, including testifying before the Securities and Exchanges Commission on its behalf, and Ohio Society of CPAs. He has written and edited for industry journals and is the co-author of How to Manage Your Accounting Practice: Taking Your Firm from Chaos to Consensus (2009), Stratagem: Simple, Effective Strategic Planning for Your Business and Your Life (2013) and Building Blocks (2019). With more than two dozen nonprofits on his resume and even more awards on his shelves, Shamis has been at the helm of the boards of North Coast Community Homes, Inc., Hillel at Kent State, and the Cleveland Jewish News, to name a few. Master of Accountancy, The Ohio State University B.S. Biology, Tulane University   Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@amds.us  

ASAE Vice President of Public Policy Mary Kate Cunningham welcomes special guests to inspire the association community in advance of American Associations Week 2020.  Hear from Susan Robertson, CAE President & CEO, ASAE, Scott D. Wiley, FASAE, CAE, President and CEO of The Ohio Society of CPAs, Michelle I. Mason, CQIA, FASAE, CAE, President & CEO, Association Forum, Susan Bitter Smith, FASAE, CAE, Executive Director of Southwest Cable Communications Association, and Jim Clarke, CAE, retired, former SVP, Public Policy at ASAE. Visit www.thepowerofa.org for more information.  

Accountants are looking cautiously at the prospects for reopening the economy, shares Ohio Society of CPAs president and CEO Scott Wiley, and they have an important part to play in that.

In this episode we spoke with Crystal Faulkner, CPA, the incoming Executive Board president of the Ohio Society of CPAs and the Cincinnati market leader for MCM CPAs & Advisors. Crystal told us about the eight steps businesses can take to survive the coronavirus recession, as Ohio is currently under a stay-at-home order and non-essential businesses everywhere have closed their doors while others are scrambling to deal with the fallout. You can go to ohiocpa.com/coronavirus for our latest reporting and resources during this time. 

Wendy Tietz, Ph.D., CMA, CSCA, CPA, is a professor in the Department of Accounting in the College of Business Administration at Kent State University, where she teaches financial accounting and managerial accounting. She teaches in a variety of formats, including large face to face, hybrid synchronous web-based, and asynchronous web-based. She authors a blog, Accounting in the Headlines, which has real-world news stories and resources for use in the introductory accounting classroom. Wendy has been published in several accounting journals and is the co-author of two accounting textbooks (Managerial Accounting, Braun & Tietz, 2017, 5th ed, Pearson Education and Financial Accounting, Thomas, Tietz & Harrison, 2018, 12th ed, Pearson Education). She has won numerous teaching awards at the college, university, and national levels and remains involved in IMA at the local, state, and global level, as well as serving as a member of AAA, AICPA, and Ohio Society of CPAs. Wendy is extremely passionate about introductory accounting education, social media, engagement, and educational technology. All these passions have been combined in today's business environment as she, like many others, has been forced to teach exclusively online and incorporate different social media and engagement strategies through educational technology to continue with her accounting curriculum. To learn from Wendy's experiences and hear some practical steps for leading online learning, download and listen to this episode now!

Peter Margaritis, CPA, CSP, is a keynote speaker, improv virtuoso, podcaster, and the author of “Improv Is No Joke: Using Improvisation to Create Positive Results in Leadership and in Life” and “Taking The Numb Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity.” In this episode of Count Me In, Peter talks about why FASB needs to make changes to better enable accountants to speak the 'foreign language'. He explains how that idea and storytelling relates to 'taking the numb out of numbers', a reference to his recent book. Peter has a Master’s Degree in Accountancy from Case Western Reserve University and he is a licensed, non-practicing, CPA in Ohio. Peter has worked for companies such as Price Waterhouse, C&S National Bank, Ohio Dominican University, and Victoria Secret Catalogue, (not as a model). Peter has earned the highest credential of Certified Speaking Professional (CSP) from the National Speakers Association and he is one of only 12 CSPs & CPAs in the Association. Peter is a past chairman of the Ohio Society of CPAs executive board and a former delegate to the AICPA governing council. He talks about his public accounting experience and how the role has shifted to require new skills in today's accounting world. Want to know why accounting standards need to change? Interested in hearing how to make numbers less numbing? This is a highly engaging episode that covers it all. Download and listen now!

Welcome to season 5 of Inside the Writer’s Head with our 2020 Writer-in-Residence, Dani McClain! In her inaugural episode, McClain sits down with local author Kathy Y. Wilson, who was the Library’s first Writer-in-Residence in 2014 and a friend and mentor of McClain. Together they discuss everything from writing, health, the marginalization of the voices of Black women and girls, art, and more. Wilson is an acclaimed writer, performer, educator, and art collector, largely known for her provocative column “Your Negro Tour Guide”. Her column was published for eight years from 2000-2005 and again from 2013-2016 in Cincinnati’s alt-weekly City Beat. “Your Negro Tour Guide” was later adapted as a book and a one-woman play. In addition to her multiple creative iterations of “Your Negro Tour Guide”, Wilson has received national exposure through her NPR commentaries on All Things Considered and has been a contributing writer for the monthly Cincinnati Magazine, developing longer-form content about challenging Cincinnati issues and local profiles. She’s also taught writing as an adjunct professor at the University of Cincinnati. Wilson has won accolades for her writings from the Ohio Society of Professional Journalists, the Cleveland Press Club, and the Associated Press Society of Ohio. Twice, a fellow for the Knight Center for Specialized Journalism at the University of Maryland, she was also a finalist for a National Magazine Award for her profile on Cincinnati-based conservative talk radio host Bill Cunningham. In September of 2014 the Library Foundation named Kathy Y. Wilson its inaugural Writer-in-Residence. In May of 2016, Wilson received the Rosa F. and Samuel B. Sax Fund Prize awarded by secret committee giving recognition to her many contributions to Cincinnati’s cultural life and civic discourse.

Gary Shamis, Principal at Winding River Consulting, has had a lifelong career in accounting, growing his father’s accounting firm from $225,000 in revenues to approximately $100 million. He built the 37th largest independent accounting and consulting firm in the nation before combining SS&G, Inc. with BDO USA, LLC in 2014. Tune in and hear Gary talk about why execution is harder than strategy, how developing niches can include both services and industries, and why scooping up talent when you find them is critical to success. Gary S. Shamis, M.Acc, Principal Winding River Consulting Twitter Gary Shamis is Principal at Winding River Consulting. His innovation and leadership earned him honors such as E&Y Entrepreneur of the Year; a Top Ten Managing Partner Elite (Accounting Today) where he was called the “very model of the modern managing partner, and this list is more or less unimaginable without him”; Most Admired Peer (INSIDE Public Accounting); more than a dozen appearances on the Most Influential list (Accounting Today); and numerous other industry accolades. He has served his profession within the ranks of the American Institute of Certified Public Accountants, including testifying before the Securities and Exchanges Commission on its behalf, and Ohio Society of CPAs. He has written and edited for industry journals and is the co-author of How to Manage Your Accounting Practice: Taking Your Firm from Chaos to Consensus (2009), Stratagem: Simple, Effective Strategic Planning for Your Business and Your Life (2013) and Building Blocks (2019). With more than two dozen nonprofits on his resume and even more awards on his shelves, Shamis has been at the helm of the boards of North Coast Community Homes, Inc., Hillel at Kent State, and the Cleveland Jewish News, to name a few. Master of Accountancy, The Ohio State University B.S. Biology, Tulane University   Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@amds.us  

The tables are turned in this episode when Gary Hunt, CAE, communications director at The Ohio Society of CPAs interviews Jessica Salerno, senior content manager and producer of the State of Business podcast. Gary asks Jessica about the podcast making process, top episodes of the year and more. 

Discover how a search for his past, a commitment to servant leadership, and being a U.S. Army Ranger have shaped Lee Stacey, CEO and President of McGowan Insurance, as he sits down with Alex and Molly in a uniquely human and inspiring interview. Tune in as Lee shares stories of his adoption, his role as head of his own company, and what Ranger school is really like. You may find out what kind of leader you want to be or pick up tips on reaching customers despite their resistance. Lee can be reached via his website at mcgowaninsurance.com. SHOW NOTES Going meat-free; Objectifying firemen for a good cause; Here comes Sherman! (Molly’s 4th book); What we’re binging and who we love; Alex has been busy in Columbus and on the air Introducing Lee Stacey; A deep dive into the past for a baby on the way Leading as a partner; Reaching clients’ hearts and minds; Agent vs Broker Servant Leadership and a valued role model; Self-evaluating our leadership skills What happens at Ranger school and what being a veteran means ALSO MENTIONED Drew Tewksbury was our guest way back in Episode 04. Purchase a calendar to support the Chagrin Falls Fire Department at SHED Boutique, Chagrin Yoga, Chagrin Falls Township Hall, Bell Market Express, Fireside Bookstore, or online at cffdfundraiser.org (not the address Molly gives on the air) Get Molly’s book about Sherman when it’s released at apieceofmollysmind.com, or get her currently available books now. Listen to Alex’s appearance on Sliced, a podcast from Apple Growth Partners. On episode 35 of the show, he explained how being proactive can keep your business out of the courtroom and offers examples of low-hanging fruit. Listen now at bit.ly/35cZbK7. His interview for The Ohio Society of CPAs will be released next month – follow the Gertsburg Law Firm blog or on social media to be notified when it’s available. Stop worrying if your company is vulnerable to lawsuits or liability and schedule a confidential, no-cost CM6 Vulnerability Check with Gertsburg Law Firm. Alex will walk you through the minefields in your documents and key processes and tell you how to fix them yourself. Call 440-571-7774 or e-mail cz@gertsburglaw.com to schedule your CM6 Vulnerability Check today. You can also check your business for legal risks instantly by taking a short Business Vulnerability Quiz at bit.ly/CM6quiz. Explore the full CoverMySix legal audit suite at covermysix.com.

KL036 Peter Margaritis The Accidental Accountant and Improv Virtuoso Improvisation and Leadership Episode Summary I enjoyed interviewing Peter Margaritis, The Accidental Accountant and author of Improv is No Joke—Using Improvisation to Create Positive Results in Leadership and Life to get his take on why improvisation is a skill many leaders can benefit from learning. Bio Peter Margaritis, CPA is the author of “Improv Is No Joke: Using Improvisation to Create Positive Results in Leadership and in Life” and “Taking The Numb Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity.” Peter’s mission is to have CPAs and business professionals to believe that using plain English is the best way to communicate their technical knowledge. Peter has a BBA from the University of Kentucky, a Master’s Degree in Accountancy from Case Western Reserve University and he is a licensed, non-practicing, CPA in Ohio. Peter has worked for companies such as Price Waterhouse, Victoria Secret Catalogue (not as a model), Citizen’s and Southern National Bank, and Ohio Dominican University. Peter is a member of the American Institute of CPAs, Georgia Society of CPAs, Maryland Association of CPAs, Ohio Society of CPAs, and the National Speakers Association. He is also the past chairman of the Ohio Society of CPAs executive board and a former delegate to the AICPA governing council. He is currently the president of the Ohio Chapter of the National Speakers Association. He lives in Westerville, OH with his wife, son, and his two Labrador retrievers - Midnight and MJ. Website www.petermargaritis.com   Other Website www.takingthenumboutofnumbersbook.com   LinkedIn https://www.linkedin.com/in/petermargaritis/ `   Twitter https://twitter.com/pmargaritis?lang=en   Facebook https://www.facebook.com/theaccidentalaccountant/?ref=settings   Instagram https://www.instagram.com/pmargaritis/   Leadership Quote “Leadership has nothing to do with your title. Leadership is the positive effect you have on another person.”—Simon Sinek Purchase Peter's book on Amazon! - https://amzn.to/2PGDWfr Please visit KeepLeadingPodcast.com ( https://eddieturnerllc.com/keep-leading-podcast/) for a full transcript of this episode. The Keep Leading!® podcast is for people passionate about leadership. It is dedicated to leadership development and insights. Join your host Eddie Turner, The Leadership Excelerator® as he speaks with accomplished leaders and people of influence across the globe as they share their journey to leadership excellence. Listen as they share leadership strategies, techniques and insights. For more information visit https://eddieturnerllc.com or follow Eddie Turner on Twitter and Instagram at @eddieturnerjr. Like Eddie Turner LLC on Facebook. Connect with Eddie Turner on LinkedIn. Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Ed, Ron and special guest Reginald Lee, author of Lies, Damned Lies, and Cost Accounting as well as Strategic Cost Transformation as they discuss the sessions they delivered at the Ohio Society of CPAs' 2019 Cleveland Accounting Show.

Join Ed, Ron and special guest Reginald Lee, author of Lies, Damned Lies, and Cost Accounting as well as Strategic Cost Transformation as they discuss the sessions they delivered at the Ohio Society of CPAs' 2019 Cleveland Accounting Show.

Join Ed, Ron and special guest Reginald Lee, author of Lies, Damned Lies, and Cost Accounting as well as Strategic Cost Transformation as they discuss the sessions they delivered at the Ohio Society of CPAs' 2019 Cleveland Accounting Show.

In this episode we spoke to Scott Wiley, CAE, president and CEO of The Ohio Society of CPAs about the annual meeting of the American Society of Association Executives. The conference, known as the "Super Bowl of meetings" is anticipated to have a significant financial impact on the region and the state for years to come. We also hear from Robert Shenton, CPA, and managing partner of Plante Moran and Don Brown, CPA, executive director at the Franklin County Convention Facilities Authority.  Please rate and review us on Apple podcasts or whatever podcast app you're using to listen! Facebook Twitter LinkedIn Instagram YouTube

It’s been a few years since we last spoke with Scott Wiley, president and CEO of the Ohio Society of CPAs (OSCPA). And in that time, OSCPA has made significant progress in many of the areas we previously touched on, particularly around workforce development. This week on Leading Learning, Jeff reconnects with Scott to discuss how OSCPA is working to solidify their role as a trusted partner in the success of the future of the profession. They talk about OSCPA's workforce development initiative, ways they are meeting member needs, and how they've evolved as learning providers. Full show notes available at https://www.leadinglearning.com/episode192.  We are grateful to our sponsors for this quarter, Community Brands and WBT Systems. WBT Systems develops the industry-leading TopClass LMS, which delivers transformative professional development experiences for education and certification programs. With a single point of support from in-house integration experts, TopClass LMS easily integrates with a wide variety of systems to provide efficient administration and a unified learning experience. WBT supports organizations in using learning technology to help drive growth in membership, increase revenues, and enhance the learning experience. WBT believes in truly understanding your challenges and partnering with you to ensure the success of your education programs. Community Brands provides a suite of cloud-based software for organizations to engage and grow relationships with the individuals they serve, including association management software, learning management software, job board software, and event management software. Community Brands’ award-winning Crowd Wisdom learning platform is among the world’s best LMSes for corporate extended enterprise and is a leading LMS for association-driven professional education programs. Award-winning Freestone, Community Brands’ live event learning platform, is a leading platform for live learning event capture, Webinars, Webcasts, and on-demand streaming.    

In this episode I interview, Thera Wright about her career journey, her role as Manager of Strategic Relations at the Ohio of Society of CPAs and what she sees as the future of accounting.   Resources mentioned: Ohio Society of CPAs website Ohio Society of CPAs LinkedIn Ohio Society of CPAs Instagram Women, Wealth and Wellness conference   This episode is brought to you by Money & Mimosas

Segment or niche? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Gale Crosley, owner of growth consulting firm, Crosley + Company all about small and large firm growth, why it pays to specialize and the glue that holds segments together. In this episode, you’ll learn about what Gale calls “revenue segmentation” and how that can help you build out your specialization, what areas need more CPA-power (hint: crypto consulting and AI consulting) and why it takes three years to gain traction in carving out a niche. Join us! Gale Crosley Crosley+Company Twitter | LinkedIn | Facebook   Gale Crosley, CPA, has received the accounting profession’s “The Advisory Board Hall of Fame.” She was selected one of the 10 Most Recommended Consultants in the Inside Public Accounting BEST OF THE BEST for 14 years, and one of the Top 100 Most Influential People in Accounting by Accounting Today for 13 years. She consults with mid-market accounting firms, assisting managing partners, to effectively increase their firm’s revenues. She guides them through development of the best strategies to achieve aggressive revenue growth objectives. Gale’s years of experience features a unique combination as a practicing CPA at Arthur Andersen, PwC, and a local CPA firm. She has also held senior management roles in the cutting edge technology environment with IBM, and several start-up technology companies. Gale has helped hundreds of large and large-thinking firms, both domestic and international, create high growth cultures, driving revenue from all aspects of the firm. She is an honors accounting graduate from the University of Akron, Ohio, and winner of the Simonetti Distinguished Business Alumni Award. Gale is a licensed CPA in Ohio and Georgia, a member of the AICPA, the Ohio Society and Georgia Society of CPAs, and is on the Editorial Advisory Board of the Journal of Accountancy. Her cornerstone book, At the Crossroads, chronicles the challenges and successes of a fictional CPA firm struggling with growth.   Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

In this episode, learn the three areas of self-care and how to slowly wind down out of the stressful tax season. Resources mentioned: Women, Wealth & Wellness conference with the Ohio Society of CPAs Money & Mimosas

In this episode, learn why it's important for your physical health to define success on your own terms and a step by step process on how to determine what success means to you. Resources mentioned: Women, Wealth & Wellness conference with the Ohio Society of CPAs Money & Mimosas

In this episode I explore the question I receive often from financial professionals, "How do I combine my passions with my career?" After some reflection, I came to a conclusion that surprised myself.   Mentioned in this episode: Women, Wealth & Wellness conference with the Ohio Society of CPAs Money & Mimosas

In this episode, I announce the Women, Wealth & Wellness conference I am hosting with the Ohio Society of CPAs.   Click here to learn more about the event!   To learn more about sponsorship opportunities, email me at danetha@danethadoe.com

Happy New Year, everyone! As I thought about 2019, I wanted to get off on the right foot – and I wanted to try something a little different. So today, I interview three wonderful guests at the same time. And you know what? It was a blast!   Our guests are Allen Lloyd, CEO of the Montana Society of CPAs; Boyd Search, CEO of the Georgia Society of CPAs; and Chris Jenkins, CEO of the South Carolina Association of CPAs. All three are CEOs who used to work for the Ohio Society and are now running other state societies, so naturally, our discussion centers around the state of the CPA associations and the issues that members are facing in the accounting profession, both current and in the future.   This isn’t a one-size-fits-all solution, which is why this isn’t a one-on-one conversation. These three highlight that each association needs the ability to recognize the idiosyncrasies or uniqueness of their membership and try to tailor their offerings to meet the membership’s needs.   For example, Chris Jenkins and the South Carolina Association of CPAs recently overhauled their membership model to create something completely new: an all-inclusive membership. And this was a pretty radical move!   “It's about bringing the association back to what it originally was, and the association was a community,” Chris says. “We spend a lot of time talking about CPE, and we spend a lot of time marketing CPE, but there are a lot of CPE vendors out there. What we were trying to do is deliver the maximum value for the minimum price. So, we wanted to roll CPE in as a member benefit.”   That’s right – SCACPA isn’t trying to upsell their members to purchase additional CPE credits anymore! The conversation around CPE is so often competence versus compliance, and when you take the price point out of the CPE, it becomes more of a competency-based system.   The world is changing rapidly, and as the world changes, associations need to change too.   Allen Lloyd and the Montana Association face a very different problem than our other two guests: they’re a state with just a million people that's three-and-a-half times the size of Ohio. CPE is difficult for them because it's difficult to get everyone together – then, even when you accomplish that, none of the cities in Montana are that big, and they're spread out so far from one another, making it difficult to get teaching talent to come.   So the MSCPA got rid of their eight-hour seminars and switched to cluster events. Instead of getting people together for an afternoon, everyone gets together for two or three days. None of the classes are longer than four hours and members can pick and choose what they want to do.   Georgia, on the other hand, is a much more populated state. There are over 21,000 CPAs licensed in the state, and 85% of their members are actually in Metro Atlanta. This creates both opportunity and challenges because, while they are compressed in this space, traffic is terrible and it's not going to get any better.   So Boyd and the GSCPA have made significant investments in their live stream technology, and they’re doing it all themselves. “We have our own equipment, our own staff, and we do it for ourselves,” Boyd says. “And in an age when a lot of people are partnering with outside companies, or with other states, or whatever, we have moved in the opposite direction where we are entirely reliant on ourselves.”   So the society owns the process, owns the technology, and hires the people beginning to end – and that has paid huge dividends for them financially. Although they have not experienced tremendous growth in their margins, they have offset losses that you can see in other states and other providers.   Change is scary. Change is necessary.   People in associations have a fear, and not an entirely irrational fear, that if they create too much change, the people who have supported the associations for the last 30+ years won't like them anymore.“But we also have to recognize that if we don't change, if we don't do something different, the people who are going to support us for the next 30 years are not going to find us relevant. They're not going to find value in us,” Chris says.   So, each association, and really each firm, has to have a method of controlled change, in which you try to balance the needs of both without making either one 100% happy... and no matter what you do, you’re never going to make everyone happy. But if people can find the value, they will want to be part of your association or work with your firm.     Resources: Montana Society of CPAs: https://www.mscpa.org/ Connect with Allen: https://www.linkedin.com/in/mscpaexecdir Georgia Society of CPAs: https://www.gscpa.org Connect with Boyd: https://www.linkedin.com/in/boyd-search-2099356/ South Carolina Association of CPA: https://www.scacpa.org/ Connect with Chris: https://www.linkedin.com/in/cj52973   -- Change Your Mindset is produced by Podcast Masters Learn more about your ad choices. Visit megaphone.fm/adchoices

Wine and Dime Episode 39 - “Just hoping this B.S. pays off”, College Planning with Joe Messinger Hello again podcast listeners!! In this episode of Wine and Dime, I sit down with Joe Messinger. Joe is a Co-Founder of both Capstone Wealth Partners and College Aid Pro. Both of these firms focus on helping college students, and their parents make sound decisions on how to plan for college. As many of you know, this is a topic near and dear to my heart. I truly enjoyed my conversation with Joe and I think you all can get a lot out of this episode. So sit back with you favorite Cab Franc and enjoy the episode! E0039 - "Just hoping this B.S. pays off." College Planning with Joe Messinger Amy Irvine Download (http://static1.squarespace.com/static/5884eaf446c3c44ae817722a/t/5be2fdf58a922d43bbd980e7/1541602898927/Wine+and+Dime+E0039+-+Joe+Messinger_mixdown.mp3/original/Wine+and+Dime+E0039+-+Joe+Messinger_mixdown.mp3?download=true) Joe Messinger, CFP®, ChFC®, CLU® CO-FOUNDER & DIRECTOR OF COLLEGE PLANNING Professional Bio: 16 years of financial services experience B.S. from Penn State in 2000 Certified Financial Planner (CFP®) in 2014 Chartered Financial Consultant (ChFC®) in 2011 Member of FPA (Financial Planning Association) Columbus Business First “Forty Under 40” Class of 2013 Joe is a leading authority on late-stage college funding. He frequently speaks to organizations and parent groups such as BMI Credit Union, Westerville City Schools, At the Core, Collegewise, and I Know I Can, among others. He is also a highly regarded thought leader in the financial planning community, frequently speaking at industry conferences about his College Pre-Approval™ process. In addition, he regularly provides continuing education for Certified Public Accountants and Certified Financial Planners™ through the Financial Planning Association, XY Planning Network, and Ohio Society of Certified Public Accountants. He has also been published in the Journal for Financial Planning. Capstone Wealth Partners (https://www.capstonewealthpartners.com/) The Millennium 6037 Frantz Rd. – Ste 104 Dublin, OH 43017 Phone: 614.754.7805 (tel:+16147547805) Email: info@capstonewealthpartners.com (mailto:info@capstonewealthpartners.com?Subject=From%20Website) We chose the name “Capstone” to reflect our firm’s focus on college planning (“capstone” refers to a student’s final course of subject mastery in a higher education setting). We included “Partners” in the name to signify our intent with client relationships – that is, a real partnership built on trust and not just a one-time sales transaction. College Aid Pro™ Capstone College Partners (https://capstonecollegepartners.com/) have joined to create a brand-new college planning software for financial advisors, College Aid Pro™. As thought-leaders in the neglected area of helping families navigate the college-funding maze, CFS and Capstone College Partners are both dedicated to raising the bar in college funding advice. Gen X parents will tell you their number one financial concern is paying for their children’s college, but financial advisors aren’t trained to help families effectively in this area. College Aid Pro™ was developed the make creating a detailed college plan for your clients easier, leading to better financial outcomes. With the changing college-funding landscape, financial professionals can no longer simply tell families to save more. Helping financial advisors end the student loan crisis one family at a time, College Aid Pro is the premier tool for serving Gen X clients in a more effective and holistic way. You’ll soon find yourself working faster and with a more thorough college plan than ever before.

Lisa Knutson LinkedIn:  https://www.linkedin.com/in/lisa-knutson-b626112 Lisa Knutson is the Executive Vice President/Chief Financial Officer of The E.W. Scripps Company.Lisa leads the company's financial operations; corporate development; enterprise-wide strategic planning; and manages company-wide functions including IT, risk management and corporate communications.Lisa was Scripps’ chief strategy officer and, before that, served as chief administrative officer from 2011 to 2017, overseeing corporate development and strategic planning and managing company-wide functions including consumer insights, human resources and information technology. Lisa played a key role in the merger-and-spinoff deal between Scripps and Journal Communications in 2015, including overseeing the transition and integration processes.Lisa previously served as senior vice president of human resources, where she focused on strategic oversight of all aspects of human resources. Before joining Scripps in 2005, Lisa was a vice president at Fifth Third Bank, where she oversaw HR operations.Lisa began her career at Arthur Andersen, LLP, where she worked in both the audit and tax departments before becoming a business consultant to small and emerging businesses. In between two stints at Arthur Andersen Lisa worked as the CFO/head of administration for start-up environmental consulting firm, PSARA Technologies, Inc. In this capacity, she was responsible for raising money, debt, and handing all financial, legal and administrative matters. Her final assignment at Arthur Anderson was as the director of audit operations for the Great Lakes Market Circle.She holds a bachelor’s degree in accountancy from Miami University.Lisa is the founding chairperson for the Human Resources Outsourcing Association’s Mid-Market Special Interest Group. She is a member of the Society for Human Resource Management, the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants.Lisa serves as a corporate director for WesBanco, Inc. (WSBC) in Wheeling, West Virginia, and is a member of the compensation committee. She also serves on the board of the Cincinnati Regional Chamber and is a member of its Executive Committee.She is a board member of TriHealth as well as Bethesda Inc., where she also serves as chairperson for the Grants Committee. She is also a board member at Talbert House and Camp Joy in Cincinnati. She is a trustee for the Scripps Howard Foundation; and a member of the United Way Tocqueville Society.Lisa was recognized in 2017 by the YWCA Greater Cincinnati as a Career Woman of Achievement; in 2011 by the Cincinnati Chamber as a WE Celebrate Corporate Woman of the Year runner up; in 2009 by the Human Resources Outsourcing Association for Mid-Market Buyer Executive of the Year and for Mid-Market Customer Relationship of the Year (awarded to Scripps and ADP); and in 2008 also by HROA for Sourcing Relationship of the Year (awarded to Scripps). In this episode, we chat about: -The original career she thought she'd have her whole life -Her husband acting as a stay-at-home dad in the early 90s and what that did for her -Her passion for entrepreneurs -Timing and risks and the impact of both in her life -Her chance meeting with a former colleague and what happened next -The three things that motivate her the most -The terrifying project she said YES to leading - Her involvement with various organizations to fulfill her need to make a difference in the world and her way of choosing with intentionality -The importance of women supporting other women in the corporate world -Women in the boardroom -Her tips for women as they move along their career journey and the quote she loves  

In this episode, Scott Wiley, the president and CEO of Ohio Society of CPAs, shares insights on trends his organization is seeing across their members. In this episode, you will learn: The business practices of successful CPA firms Why firms are being faced with succession planning and skills gap challenges now more than ever How the OSCPA is helping their members meet those challenges through the strategy the developed called, "Pipeline to Finishline"  Resources mentioned in this episode: Scott's LinkedIn Scott's Twitter Ohio Society of CPAs This episode is brought to you by Money & Mimosas. Learn how you can join our 2019 CPA Partner Program.

Owen Wyss is the Financial Controller at Thompson Concrete Construction, and he can best be described by a quote he gave in a recent AICPA article titled “Tired of Getting After-Hours Work Email?” Owen said, "Given the fact that my company does pay for me to have the ability to access my email on my smartphone, I believe they expect me to be available in an emergency or in order not to delay a project or task, especially since we operate globally."   Now, most CPAs don't feel that way – and that is what makes Owen a great leader!   Owen embraces the essence of leadership. He is currently Vice Chair of Finance for the Ohio Society of CPAs, is also on the board of the Construction Financial Management Association, and has been on the board of the Juvenile Diabetes Research Foundation (an organization close to my heart).   “I encourage, first, for everybody to find something they're passionate about; and second, to find an organization that aligns with them and realize that what will come of that are some great friendships, some great networking opportunities, and business connections.”   That’s a lot for one person, in addition to having a job and a family, so our conversation covers a wide variety of topics: his role as a financial controller, why the construction industry needs to embrace more lean practices to become more efficient, and his volunteer time.   As you’ll hear, Owen is passionate about everything he does and is a great role model for both young and old. I am very proud of him, and I'm envious of his drive.   I also have an exciting announcement: my new book, Taking the Numb Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity, is available for purchase on Amazon.com! If you'd like to learn more about the book, head on over to TakingTheNumbOutOfNumbersBook.com.     Resources: Learn more about the Ohio Society: ohiocpa.comConnect with Owen on LinkedIn  --  Change Your Mindset is produced by Podcast Masters Learn more about your ad choices. Visit megaphone.fm/adchoices

Here at Rea, we believe it's our responsibility to advocate for our state's small- to mid-sized businesses. To that end, one of the most important relationships our team members have invested in is with the Ohio Society of CPAs. Working with this spectacular organization not only gives us access to a litany of valuable resources, which helps our team stay at the top of their game, we are given the chance to advocate in favor of our clients with regard to current and future legislation. On this episode of unsuitable, we are fortunate enough to be joined again by Scott Wiley, President and CEO of the Ohio Society, to discuss the current legislative and regulatory agenda, while gaining insight into some upcoming efforts. It's a Hot Market for CPAs (and a Good Time to Join the Ohio Society) Here in Ohio, the CPA credential is in high demand, and it is the eight highest in demand program nationally. CPA firms and corporate offices, in a variety of industries, say they can't find enough great talent fast enough. That means that there's never been a better time to consider becoming an accountant, and the Ohio Society can be a valuable resource for high school or college students who want assistance with capitalizing on those opportunities (and the businesses that wish to hire them). If you work in or operate an Ohio business, you will be interested in these topics discussed in this episode: How the OSCPA's legislative and regulatory agenda helps Ohio businesses. What's going on with the municipal income tax lawsuit. An update on pipeline efforts. If you liked this episode of unsuitable on Rea Radio, let us know by hitting the like button or by sharing it with your followers on social media. You can also use #ReaRadio to join the conversation on Facebook and Twitter, and you can watch the podcast in action on the Rea & Associates YouTube channel. We've also included access to additional resources on our website at www.reacpa.com.

Chris Jenkins, CEO of the South Carolina Associations of CPAs, joins us today to discuss how you can better engage an audience of any size when you are speaking, and to discuss how we can improve association management. Although Chris is a technology guy – we originally met when he served as the Chief Information Officer at the Ohio Society – he believes that Associations, and business professionals in general, are relying on technology far too much, and using it improperly. Professional organizations need to re-emphasize, and re-facilitate, face-to-face human relationships. Chris has always had a knack for engaging large crowds of people, but he used to struggle with small group interactions. Partly due to technology, we have lost the skill to connect with people one-on-one – because of this, Associations and businesses need to offer more professional development opportunities for soft skills. Elevator Training Chris learned to engage people one-on-one through an unconventional training exercise: he was locked in an elevator for an hour and tasked with talking to every person who got on and learning what they did. When you're in an elevator and you're in that contained space, you catch people off guard by looking at them, greeting them, and asking about them. People are shocked, and you very quickly get over your fear of engaging people. The other thing that you’ll learn is how to stop a conversation properly before they got off the elevator. You can learn how to network and manage a room by being locked in an elevator – and I know I’m going to try this exercise out soon! It’s also just a great improv exercise because it will train you to listen to understand. Leaders Need To Build Trust Leaders NEED the ability to engage people in one-in-one and small group conversations. If you are in a large group and you want feedback, people will naturally want to be nice. A group of 10+ people is not going to give reliable feedback. But it’s important that leaders are able to go in and make people feel comfortable with giving you bad news, or news that they think you don't want to hear. So leaders have to build trust, and the only way to do that is in very small groups, and to lay yourself out there and say what you’re trying to do. If you can't make them believe that you're actively listening and listening to understand them, you're just going to get what they think you want to hear – and a bunch of people telling you what you want to hear is the most deadly thing that you can have in a leadership role. The Difference Between Members and Customers Associations also struggle with engagement because, increasingly, they treat members as customers. What’s the difference? Simply put, the difference between a customer and a member is the experience, and fellowship is a big part of the member experience. You have to look at your business and you have to see what you're selling, and professional associations are businesses with something to sell. However, we’ve shifted to selling CPE… and that’s not what we’re supposed to be about; that doesn’t foster fellowship. When we start looking at CPE as a revenue stream and membership as a revenue stream, it’s easy to start looking at people as customers. And when you look at customer service, you want to make sure that that individual customer has the best possible experience... and then when they're gone they're gone. So a customer relationship is something short. But a member relationship is a long-term relationship, and it's not just a relationship between the company or the association and the member. It’s about fostering the relationship between the members themselves. They need a network of peers that they know that they can rely on. They need a community, and they need that fellowship. You can look at it from the other perspective as well: as an association, your stakeholders are the members on your board. That's who gets the pay out of our efforts. In a customer relationship, your payout is to stake holders who have invested in that company so your goal is to get as much money as possible from your customers so that you can pay out to your investors. We have a completely different goal. An association’s goal is to give its membership the maximum value for the minimum price, and we've lost sight of that in many ways. The unique value proposition of state societies is the fact that they’re local. They have local networks in every community. They have a local network at the state level. They have local meetings with real people, both social and educational. When associations embrace the fact that they’re local – when they don't look to compete with national brands for CPE and don't look to compete with Facebook – they create a very strong network of professionals, and that network has incredible power. As associations, we are uniquely positioned to create human experiences and we have to come back to it. Resources: Connect with Chris: SCACPA.org | LinkedIn The Trust Edge: How Top Leaders Gain Faster Results, Deeper Relationships, and a Stronger Bottom Line by David Horsager -- Production & Development for Improv Is No Joke by Podcast Masters Learn more about your ad choices. Visit megaphone.fm/adchoices

Greg interviews Dr. Shawn Ryan, the President and CMO of the BrightView Treatment Center, as well as the President of the Ohio Society of Addiction Medicine. Dr. Ryan has spent the last six years working to combat the growing opioid epidemic both in his local community and throughout the rest of Ohio. Listen to the podcast to discover how Ohio legislators are working to put laws in place to help limit supply and increase prevention, as well as how every community can be proactive in their fight against substance abuse disorder.

In this episode we are talking to Clarke Price, a retired CEO of the Ohio Society of CPAs and the very first guest on this podcast one year ago. We discuss how the prevalence of social media (and the decline of respectful debate) creates new challenges for leaders and we provide suggestions on how you can overcome these challenges to provide strong leadership in your organization. The Ohio Society’s record of innovative leadership during Clarke’s tenure was recognized by the American Society of Association Executives when the society was selected as one of nine remarkable associations that were part of an extensive nationwide study of successful associations The American Society of Association Executives’ publication, Seven Measures of Success: What remarkable associations do that others don't, featured the Ohio Society of CPAs as the only state-based membership organization profiled in the seven measures study. Social media fervor is making many organizations far too risk-averse. Organizations are fearful that their membership, customers, or constituency might disagree – loudly, online, demanding a penalty – with any decision or position they publicize... so they do nothing. Fear of risk leads to hesitation, which leads to inaction – and certainly doesn’t lead to innovation. From an improvisational standpoint, the inaction kills me. If we don't make bad decisions, how can we find good decision? Bad decisions are just bridges to good decisions. We need to change the current leadership trend. We can get ahead of these online movements if we train leaders to anticipate and respond to criticism appropriately. Good leadership needs to share the truth, acknowledge disagreements, and (most importantly) communicate a story. You need to tell a story about how the decision was made, why it was important, and what the consequences will be – a story full of emotion, as opposed to facts and figures – and you need to share that story in a variety of forums. Communication strategies may vary but there is one constant: you can't be silent and you can't expect problems will just play out and then go away.  We should expect more, and encourage more, from our leaders; they should be prepared to actually lead, make tough decisions, and think about the future. It’s not enough to just be present.   Resources: Road to Relevance: 5 Strategies for Competitive Associations by Harrison Coerver and Mary Byers 7 Measures of Success: What Remarkable Associations Do That Others Don't by Jim Collins “Chase One Rabbit: The Power of Small Wins | Philip Kim | TEDxAlbany”  Production & Development for Improv Is No Joke by Podcast Masters Learn more about your ad choices. Visit megaphone.fm/adchoices

There's a lot of political rhetoric being thrown around these days, especially with regard to legislative issues. In this episode of unsuitable on Rea Radio, we will cut through the jargon and explain what business owners can expect from the state of Ohio, as well as from the federal government, in the coming months. Our guest, Greg Saul, is director of tax policy with the Ohio Society of CPAs. He highlights the most important legislative concerns the business community will be grappling with over the next few months and what the Ohio Society is doing to advocate for Ohio's business community. Business Owners: Pay Attention to the State Budget Largely due to income tax revenue falling short of projections, the Ohio government will likely need to cut $800 million to $1 billion in spending when they complete the state biennial budget bill (HB49) at the end of June 2017. This bill will impact every industry in Ohio, but it will likely hit health care the hardest because health care spending makes up about half of the biennial budget. This episode is critical for business owners because it offers a preview of significant changes that will soon impact your business and teaches you: How to leverage the OSCPA as a business resource. How the OSCPA advocates for business interests in the state legislative, executive, and judicial branches, as well as at the federal level. How Ohio businesses can guide the OSCPA's main issues and lobbying priorities. If you liked this episode of unsuitable on Rea Radio, let us know by hitting the like button or by sharing it with your followers on social media. You can also use #ReaRadio to join the conversation on Facebook and Twitter, and you can watch the podcast in action on the Rea & Associates YouTube channel. We've also included access to additional resources on our webpage at www.reacpa.com. Like what you heard? Check out recent posts about this topic to learn more.

Today's guest is Allen Lloyd, the new CEO of the Montana Society of CPA's and the former Senior Manager of the Board of Executive Operations at the Ohio Society of CPA's. In this interview, you will learn how Allen employed principles of improvisation to build trust, create new opportunities, learn new skills, and grow as a leader. We also have some fun (and learn a little bit more about two-way communication) by playing an improv game! You can find instructions to play that game with your team at the bottom of this post. Allen started his career in accounting as an Executive Assistant. It’s been a long, strange road from the offices of Norman, Jones, Enlow, & Co to the mountains of Montana, but a lot of his success came from being willing to improvise, try new things, and listen. It’s important to remember that Improv isn’t making stuff up. It's going into a room with nothing but walking out with something because you collaborated on an idea. Allen really understands how to be an active listener and collaborator. It’s a simple concept but, in practice, it can be very difficult to park your agenda, listen to understand, and then have a response... especially in today’s age of cellphones and the two-second news cycle. However, the ability to ask questions and then listen to everybody's input, comments, ideas, and then formulate some type of plan from that is critical for any good leader. Leadership isn’t being in charge – it’s listening so you can help the person next to you. “You can do more things by empowering others and giving them the tools they need than you're ever going to be able to do by yourself.” LAST WORD GAME: An improv game for you and your team During the interview, Allen and I play the Last Word Game. It can be a lot of fun, but it also helps teach active listening because you can't get ahead of yourself, which happens far too often in day-to-day conversations. Every player is required to listen to every word the other person says before they say anything. Here’s how you play: Separate into pairs The first person says a sentence - any sentence The second person follows up with a new sentence using the last word from the previous sentence. For example… Person 1: Follow is something that leaders are good at getting people to do is to follow them. Person 2: Them trees are growing outside. Person 1: Outside is where I'd rather be right now because the sun is shining. Person 2: Shining praise on your people is a very important thing to do as a leader.  Please let us know if you play this game with your team and tell us how it went. You can get in touch with Peter on Facebook, Twitter, LinkedIn or Instagram.   Resources: See what Allen is doing at the Montana Society of CPAs Be a Great Leader: How to Inspire Others to do Remarkable Things w/ Simon Sinek Production & Development for Improv Is No Joke by Podcast Masters Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeff Cobb interviews Scott Wiley, president and CEO of the Ohio Society of CPAs and chair of the American Society of Association Executives. Show notes available at http://www.leadinglearning.com/episode52.

It was great having my longtime friend and mentor, Clarke Price, on the show with me today. He’s retired now, but he led The Ohio Society of CPAs for 40 years and has been a not-for-profit volunteer and leader during much of that time. He’s developed great leadership skills and influence in the not-for-profit world and he shares much of what he’s learned with us today. In the not-for-profit world, leadership can be quite different than in the corporate world. Great leaders spend a lot of time building a consensus and support among the organization for the direction they want the organization to take. It’s not enough to just have a vision and say, “This is where we’re going.” Great leaders have the ability to explain that their path is the right thing to do. This takes the power of persuasion and the willingness to tackle hard conversations with your people. You must have the ability discuss the unknowns, but to be able to convince supporters that they have the capacity to succeed in new endeavors. This of course makes relationship building a critical piece of running a not-for-profit. People have to know, see and trust you. It’s easier if they like you, but that’s not always the case. Leaders can’t be effective if their focus is on “How do I get everybody to like me?” You must have the courage of your convictions and be willing to go full-bore once a decision is made. As a true leader, you’re going to develop a vision for where you want the organization to go, but within every not-for-profit, your vision may conflict with the views of others within. “Good leaders are not afraid to take on the tough or unpopular issue.” This is where the relationships you develop begin to pay off. The ability to address these issues and to be heard by your people is part and parcel of being an effective leader. Part of leadership is innovation of ideas and implementing them within the organization. There’s “idea leadership” where the leader decides on the direction of the organization or products it will develop. The corollary to this is where ideas come from within the organization. In order to get this type of idea creation, the leader needs to create a place where he empowers his people to bring forth their own ideas. The great leader supports a culture where people feel free to express ideas about what the organization should do or stop doing. You know this is the case when your people have faith that you will support them or at least listen to what they have to say and know you will give it serious consideration. One concern that Clarke has with the world today is the trend toward timidity of leadership. This is when an organization avoids controversy at all costs. They allow questions like, “Who will this offend?” and “What’s the media reaction going to be?” drive their leadership decisions. It’s better to ask questions like, “Does this make sense for the organization?” and “Will we be stronger or more profitable as a result?” These questions lead the organization on the right path. This was an incredibly informative and valuable conversation with a great leader. I’m very appreciative of the time that Clarke granted me for this interview, and I can’t thank him enough.   IN THIS EPISODE, YOU WILL LEARN: How story-telling and communicating your vision is critical to success How some people may just not be cut out for leadership The qualities that Clarke respects in his favorite leaders Some solutions to getting great people on board your not-for-profit bus Plus much more…   YES, AND… Learn more and connect with Clarke: LinkedIn The Ohio Society of CPAs: Website Learn more about your ad choices. Visit megaphone.fm/adchoices

Manraj Bath, DMD discusses lip augmentation, dental implants, and why his office hardly ever gets dry sockets.     Dr. Bath spent his childhood years in Warren, Pennsylvania before completing his studies in chemistry and biology at Erie's Gannon University. Dr. Bath earned his DMD degree from Case Western Reserve University in Cleveland where he received the AAOMS excellence award in oral surgery. He then completed his Oral & Maxillofacial Surgery (OMS) residency at University Hospitals of Cleveland and Mt. Sinai Medical Center where he received extensive training in facial cosmetic and reconstructive surgery and laser-assisted procedures and was Chief Resident. He is certified by the Ohio State Dental Board to provide training to other doctors and surgeons in the field of OMS and lectures frequently on both the local and national levels.   Dr. Bath maintains three OMS offices in the Columbus, Ohio area where he practices a full range of OMS procedures with emphasis in oral reconstruction through bone grafting and dental implants. Worth noting, Dr. Bath has accumulated experience with more than twenty distinct dental implant systems. In addition, Dr. Bath maintains a cosmetic practice, Bella Cosmedica, in Pickerington. A published author in the fields of OMS and aesthetics, Dr. Bath travels extensively to further his training. He's an active member of numerous professional organizations including:   •American Association of Oral and Maxillofacial Surgeons (AAOMS)  •Ohio Society of Oral and Maxillofacial Surgeons (OSOMS)  •American Society for Laser Medicine and Surgery (ASLMS •American Academy of Cosmetic Surgery (AACS)  •International Congress of Oral Implantologists (ICOI) •American Academy of Cosmetic Physicians (AAOCP)  •American Academy of Aesthetic Medicine (AAAM)   Dr. Bath is an avid movie fan and enjoys photography along with playing the electric guitar. He lives in the Pickerington area with his wife, daughters and African grey parrot Pojo.     2015 Columbus CEO magazine Healthcare Awards Finalist for Volunteerism     Dr. Bath was the 2013 recipient of the Doug Barr Award that is presented by the Pickerington Area Chamber of Commerce. The award is given to an organization within the Pickerington area who has demonstrated continued commitment to the Pickerington/Violet Township area in terms of time, financial and personal or corporate support to community projects that enrich the community by going above and beyond the call of service.   In April of 2012 Dr. Bath was nominated for an Agent of Change Award presented by HandsOn Central Ohio. The award is designed to celebrate outstanding volunteers. Dr. Bath was nominated for his participation with the Dental OPTIONS program, who's mission is to assist Ohioans with special health care needs and/or financial barriers to obtain dental care.      PMJFS.com

Interview with Josh Goldman, vice president of learning for the Ohio Society of CPAs.

By the fall of 1986, the Los Angeles heavy metal band Slayer had two solid but unspectacular records, 1984’s Haunting the Chapel and 1985’s Hell Awaits, to their name. Meanwhile, producer Rick Rubin had started a record company, Def Jam, in his dorm room in NYU, and after a handful of successful rap releases, was on the lookout for new talent for his label. In a New York City nightclub, he found it in Slayer. D.X. Ferris, in his taut and entertaining 33 1/3 series bookReign in Blood, explains how this seemingly incongruous paring of a rap guru and four speed-metal merchants ended up making rock history with their 1986 thrash-metal release Reign in Blood. Rubin, whose genius has always resided in his ability to help artists capture the essence of their greatness, found the band’s lengthy, more traditional heavy metal songs unappealing. What he liked, Ferris argues, was the faster, heavier, and aggressive aspects of Slayer’s material. This made him a perfect partner for the band’s late guitarist, Jeff Hanneman, who loved hardcore punk rock almost as much as he loved heavy metal. The resulting album, Ferris maintains, is “the gold standard for extreme heavy metal.” The LP’s ten songs are played with military precision and at a frenzied pace. And its lyrical themes are nothing if not disturbing: serial killers, witches burned at the stake, pandemics, the fall of Heaven, and perhaps most extreme of all, a meditation on Nazi sadist Josef Mengele, Auschwitz’s depraved “Angel of Death.” This last song, as Ferris shows, stirred charges of anti-Semitism and encouraged CBS Records to back away from its deal to distribute the LP. By drawing on interviews with everyone from members of Slayer to fans, the witty and engaging Ferris makes a convincing case for the album’s significance and its continuing influence in the world of heavy metal. D.X. Ferris is the author of Reign in Blood and has contributed pieces for RollingStone.com, the Rock and Roll Hall of Fame and Museum, Popdose, Village Voice, and Decibel, among other publications. He is also the creator of Suburban Metal Dad, Heavy Metal Game of Thrones Reviews and is the proprietor of Pentagrammarian.com, the world’s only metal-oriented grammar and usage website. For his work he was named the Ohio Society of Professional Journalists’ Reporter of the Year in 2011 and is the recipient of numerous other journalism and writing awards. Ferris can be reached on Twitter @dxferrisand @slayerbook. Learn more about your ad choices. Visit megaphone.fm/adchoices

By the fall of 1986, the Los Angeles heavy metal band Slayer had two solid but unspectacular records, 1984’s Haunting the Chapel and 1985’s Hell Awaits, to their name. Meanwhile, producer Rick Rubin had started a record company, Def Jam, in his dorm room in NYU, and after a handful of successful rap releases, was on the lookout for new talent for his label. In a New York City nightclub, he found it in Slayer. D.X. Ferris, in his taut and entertaining 33 1/3 series bookReign in Blood, explains how this seemingly incongruous paring of a rap guru and four speed-metal merchants ended up making rock history with their 1986 thrash-metal release Reign in Blood. Rubin, whose genius has always resided in his ability to help artists capture the essence of their greatness, found the band’s lengthy, more traditional heavy metal songs unappealing. What he liked, Ferris argues, was the faster, heavier, and aggressive aspects of Slayer’s material. This made him a perfect partner for the band’s late guitarist, Jeff Hanneman, who loved hardcore punk rock almost as much as he loved heavy metal. The resulting album, Ferris maintains, is “the gold standard for extreme heavy metal.” The LP’s ten songs are played with military precision and at a frenzied pace. And its lyrical themes are nothing if not disturbing: serial killers, witches burned at the stake, pandemics, the fall of Heaven, and perhaps most extreme of all, a meditation on Nazi sadist Josef Mengele, Auschwitz’s depraved “Angel of Death.” This last song, as Ferris shows, stirred charges of anti-Semitism and encouraged CBS Records to back away from its deal to distribute the LP. By drawing on interviews with everyone from members of Slayer to fans, the witty and engaging Ferris makes a convincing case for the album’s significance and its continuing influence in the world of heavy metal. D.X. Ferris is the author of Reign in Blood and has contributed pieces for RollingStone.com, the Rock and Roll Hall of Fame and Museum, Popdose, Village Voice, and Decibel, among other publications. He is also the creator of Suburban Metal Dad, Heavy Metal Game of Thrones Reviews and is the proprietor of Pentagrammarian.com, the world’s only metal-oriented grammar and usage website. For his work he was named the Ohio Society of Professional Journalists’ Reporter of the Year in 2011 and is the recipient of numerous other journalism and writing awards. Ferris can be reached on Twitter @dxferrisand @slayerbook. Learn more about your ad choices. Visit megaphone.fm/adchoices

By the fall of 1986, the Los Angeles heavy metal band Slayer had two solid but unspectacular records, 1984’s Haunting the Chapel and 1985’s Hell Awaits, to their name. Meanwhile, producer Rick Rubin had started a record company, Def Jam, in his dorm room in NYU, and after a handful of successful rap releases, was on the lookout for new talent for his label. In a New York City nightclub, he found it in Slayer. D.X. Ferris, in his taut and entertaining 33 1/3 series bookReign in Blood, explains how this seemingly incongruous paring of a rap guru and four speed-metal merchants ended up making rock history with their 1986 thrash-metal release Reign in Blood. Rubin, whose genius has always resided in his ability to help artists capture the essence of their greatness, found the band’s lengthy, more traditional heavy metal songs unappealing. What he liked, Ferris argues, was the faster, heavier, and aggressive aspects of Slayer’s material. This made him a perfect partner for the band’s late guitarist, Jeff Hanneman, who loved hardcore punk rock almost as much as he loved heavy metal. The resulting album, Ferris maintains, is “the gold standard for extreme heavy metal.” The LP’s ten songs are played with military precision and at a frenzied pace. And its lyrical themes are nothing if not disturbing: serial killers, witches burned at the stake, pandemics, the fall of Heaven, and perhaps most extreme of all, a meditation on Nazi sadist Josef Mengele, Auschwitz’s depraved “Angel of Death.” This last song, as Ferris shows, stirred charges of anti-Semitism and encouraged CBS Records to back away from its deal to distribute the LP. By drawing on interviews with everyone from members of Slayer to fans, the witty and engaging Ferris makes a convincing case for the album’s significance and its continuing influence in the world of heavy metal. D.X. Ferris is the author of Reign in Blood and has contributed pieces for RollingStone.com, the Rock and Roll Hall of Fame and Museum, Popdose, Village Voice, and Decibel, among other publications. He is also the creator of Suburban Metal Dad, Heavy Metal Game of Thrones Reviews and is the proprietor of Pentagrammarian.com, the world’s only metal-oriented grammar and usage website. For his work he was named the Ohio Society of Professional Journalists’ Reporter of the Year in 2011 and is the recipient of numerous other journalism and writing awards. Ferris can be reached on Twitter @dxferrisand @slayerbook. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week's news includes: Ancestry.com launches a new feature called Member Connect to make connecting with others easier; and the Federation of Genealogy Societies (FGS) reminds our listeners that the 2009 FGS Conference is only a month away, September 2-5, in Little Rock, Arkansas. The Guys reminds listeners that they will be there doing a LIVE podcast recording session with an audience.The Guys welcome Julie Miller, CG, and Drew interviews her at the Southern California Genealogical Society's Jamboree about research into the ancestors and relatives of a certain Denver celebrity.This week's listener email includes: Clive asked George to also share the fact that The National Archives (TNA) in the UK also produces podcasts at http://www.nationalarchives.gov.uk/podcasts/default.htm on many topics; he also asks if we can find out when the "Criminal Registers, 1791-1892," from Ancestry's World Archive Project will be available online (and George will check); Clive also tells us another story of the use of the word "craic." (Drew also discusses the Geo Challenge game on Facebook.com.) Bill reminds us that PAF (Personal Ancestral File genealogy software from the LDS Church) is still an excellent free option for creating and maintaining your database; Noi asked about Footnote.com's calculation of the percent completed in the Civil War Widows' Pension Files collection, and received an answer from Footnote Support that she shared with everyone; Damien thanked The Guys for information about photo tagging software; Michael asked which death date to use in his database when his great uncle died at home about 11:00 PM and the doctor did not arrive to create the death certificate until about 12:30 AM on the next day; Michael also shares his difficulties working with the New Jersey state government to obtain an old death certificate -- the search was $25.00, regardless of outcome, required an extensive set of proofs of his relationship to the person for whose record he was requesting, and the office was exceptionally rude when he followed up by telephone. Ann Gulbransen, Historian for the Ohio Society of Mayflower Descendants, responded to a listener's inquiry in Episode 177. She tells us that the official books that trace Mayflower ancestry are called "The Mayflower Families Genealogies through Five Generations." Also known as the Silver Books, the completed books and indexes can be purchased through the online store at the Society's website at http://www.themayflowersociety.com. Kay is concerned about Ancestry's Hints and their application to potentially incorrect data. Rabbi Gary M. Gans has a new iPod and has been listening to the show since the first day he got it, and he inquired about the "Brisco" name he has heard George mention.

This week's podcast is based on my presentation today at the Arizona Society of CPAs' Arizona Federal Tax Insitute held at the Arizona Biltmore. The Biltmore is located just south and slightly west of Piestewa Peak and not terribly far from my office in Phoenix (less than a ten minute drive--and that only because my office is closest to the back side of the resort, so you have to drive around it first). There are a number of pieces of material for this podcast available. You probably will want each of the following: 1. The Manual 2. Excel Example File 3. The Slides In the upcoming week I will be in Virginia Beach, Virginia for the Virginia Accounting and Auditing Conference's second run. It will be the same presentation I gave in Roanoke back in September. I have two more "on the road" presentations scheduled--the first in Tulsa, Oklahoma for the Oklahoma Tax Institute where I'll do a technology update for tax professionals on December 2. The next (and most likely final) road trip this year will be at the Ohio Society of CPA's Ohio Federal and State Tax Insitute to be held in Columbus on December 15 and 16th. I'll be doing the Federal Tax Update the morning of the 15th. If any of you are going to be attending those conferences, let me know or stop by and say hi at the conference.