Podcasts about Plante Moran

TOPIC: Supplier Relationships PANEL: Dave Andrea, Plante Moran; Lindsay Brooke, Industry Expert; Gary Vasilash, shinymetalboxes.net; John McElroy, Autoline.tv

This episode is sponsored by Lockton, click here to learn more Watch the full video on YouTube - click hereSeason 6 opens with a deep dive into the 2025 Working Relations Index (WRI)—and the numbers are telling. Toyota, Honda, and GM continue to rise, while Ford and Stellantis slide further down. The gap between the top and bottom OEMs? The largest since 2008.Jan brings together Dave Andrea and Dr. Angela Johnson from Plante Moran, along with returning guest Sig Huber, to explain what's behind the scores and what they mean for supplier relationships in today's automotive world.Toyota didn't just maintain its lead; it widened it. The difference? Consistency, buyer accessibility, and a move to streamline supplier systems into a single platform. Suppliers asked for more visibility, and Toyota delivered.GM, after several senior leadership changes, continues to show steady progress. A renewed focus on transparency, buyer empowerment, and cross-functional alignment is changing how suppliers experience the company. And it's working.On the other hand, Ford's story is death by a thousand cuts. There was no single failure—just a build-up of delays, unclear communications, and internal silos that made it hard for suppliers to get what they needed.Stellantis, still at the bottom, might be in the early stages of a turnaround. Leaders like Marlo Vitous and Antonio Filosa are more visible, engaged, and pushing for change, and suppliers are noticing. One of the biggest takeaways? Empowerment at the buyer level. Toyota's edge comes from enabling people on the ground to make decisions. GM is starting to adopt that mindset. Ford and Stellantis are still catching up. Suppliers want faster answers, stronger advocacy, and relationships built on trust—not red tape.And yes—getting buyers back in the office made a difference, too. Suppliers responded positively to buyers being on-site and re-engaging face-to-face. One team even linked their score improvement directly to getting buyers back in three days a week.They end the episode with a reminder of why the WRI matters. Good supplier relationships lead to better outcomes. In the top 3 OEMs, there's a same-year correlation between WRI scores and financial results. The message to OEMs is that relationships drive performance, and the numbers prove it.Themes discussed in this episode:Understanding the significance of the Automotive OEM-Supplier Working Relations Index (WRI) Study as a tool for assessing industry performance and supplier relationsThe growing gap between top and bottom OEMs in supplier trust, with the widest WRI spread since 2008The influence of leadership changes, such as Vice Presidents of Purchasing, on supplier relations and organizational performanceHow unpredictability and organizational complexity continue to hurt Stellantis' supplier relationsHow Toyota's long-term mindset and consistent buyer behavior keep it on top of supplier rankingsThe importance of trust and collaboration between OEMs and suppliers in navigating future challengesThe direct impact of empowered buyers on supplier trust and decision-making speedThe proven connection between high WRI scores and same-year OEM financial performanceFeatured guest: Dave AndreaWhat he does: Dave Andrea is a principal at

May 21, 2025 ~ Angela Johnson, principal at Plante Moran Management Consulting for supplier relations analytics, joins Kevin to discuss their 25th annual Working Relations Index which looks at auto supplier's opinions on auto makers.

Join our CMO Outlook 2025 conversation with the CMO of Plante Moran, Marten van Pelt. We cover a range of things to look forward to as well as watchout for, like: the evolution and impact of artificial intelligence, personalization, automation, the development of strong, focused teams and the need for ongoing training to upskill and grow.

Matt McDonald Linkedin Education: Bradley University B.S. Economics  

It wasn't long after Laura LaPeer left public accounting to climb the corporate career ladder that she encountered her first delicate challenge as a corporate controller. Just a year into her new role, her employer was acquired, and LaPeer was unexpectedly asked to explain complex working capital issues to the new owners. The head of finance for the acquired firm struggled to present the information clearly, and the new owners were becoming frustrated. LaPeer instinctively stepped in, simplifying the complex details and demonstrating her ability to distill intricate financial data while effectively reading the room.This experience, though it occurred prior to her joining Plante Moran, laid the foundation for her approach to leadership. By the time she was recruited as the controller at Plante Moran, LaPeer had already honed her ability to navigate complex situations and build relationships. The firm's collaborative culture and the promise of a CFO role within a few years aligned perfectly with her leadership ethos. Her early experience not only solidified her decision-making and communication abilities but also prepared her for the strategic demands of Plante Moran's finance function.

CFOs wield significant influence in safeguarding a company's financial data, but entrusting cybersecurity solely to their CIOs may jeopardize privacy and open the door to data breaches.As Partner at Plante Moran, Joe Oleksak advises businesses on cybersecurity, IT audit, and technology compliance. He has more than twenty years of information systems security and information technology audit experience in financial institutions, including banks, credit unions, mortgage companies, and insurance companies. In this episode, Joe and host Melissa Howatson discuss the role CFOs play in protecting financial data against cyber threats, and how they can partner with CIOs and CEOs to build a holistic cybersecurity operation that prioritizes culture and processes as much as technology.  Learn how important the CFO is to modern cybersecurity risk management, and the steps CFOs should take to protect their organizations against privacy and security threats.Discussed In This Episode:The evolving cyber threat landscape, and how hacker attacks are gaining strength Why people and processes are just as important to cybersecurity as technology How CFOs, CEOs, and CIOs should work together to create a holistic approach to cybersecurityProactive strategies for CFOs to safeguard their organizations and mitigate riskThe difference between privacy and security, and why understanding this difference is so important to protect financial data

CFOs wield significant influence in safeguarding a company's financial data, but entrusting cybersecurity solely to their CIOs may jeopardize privacy and open the door to data breaches.As Partner at Plante Moran, Joe Oleksak advises businesses on cybersecurity, IT audit, and technology compliance. He has more than twenty years of information systems security and information technology audit experience in financial institutions, including banks, credit unions, mortgage companies, and insurance companies. In this episode, Joe and host Melissa Howatson discuss the role CFOs play in protecting financial data against cyber threats, and how they can partner with CIOs and CEOs to build a holistic cybersecurity operation that prioritizes culture and processes as much as technology.  Learn how important the CFO is to modern cybersecurity risk management, and the steps CFOs should take to protect their organizations against privacy and security threats.Discussed In This Episode:The evolving cyber threat landscape, and how hacker attacks are gaining strength Why people and processes are just as important to cybersecurity as technology How CFOs, CEOs, and CIOs should work together to create a holistic approach to cybersecurityProactive strategies for CFOs to safeguard their organizations and mitigate riskThe difference between privacy and security, and why understanding this difference is so important to protect financial data

TOPIC: Supplier Relationships PANEL: Dave Andrea, Principal, Plante Moran; Ken Zino, AutoInformed.com; Gary Vasilash, shinymetalboxes.net; John McElroy, Autoline.tv

This episode is sponsored by Lockton, click here to learn more Watch the full video on YouTube - click hereIn this episode of the Automotive Leaders Podcast, host Jan Griffiths dives into the findings of the 24th Annual North American Automotive OEM and Supplier Working Relations Index (WRI) with guests Dave Andrea of Plante Moran, who led the study, and Sig Huber, Chief Commercial Officer for ELM Analytics.Dave starts by giving a macro-level overview of the industry's recent challenges, from electrification and new market competitors to supply chain disruptions and cost inflation. Despite these hurdles, Toyota, Nissan, Honda, and General Motors have emerged as top performers in the WRI. Toyota, in particular, saw another significant 30-point increase, reflecting their strong culture of continuous improvement and respect for people, known as The Toyota Way.They discuss General Motors, which has shown steady improvement despite leadership changes. Dave credits the company's progress to the consistent focus on supplier relations by successive Vice Presidents of Purchasing. Sig emphasizes that GM's efforts under leaders like Steve Kiefer have embedded supplier relationship management deeply into the company's culture.Jan and Dave then address the decline in Ford's ratings, attributing it to organizational challenges and a more command-and-control purchasing style. Sig warns that Ford's recent UAW negotiations and slower-than-expected EV adoption rates add to their struggles.On a brighter note, Stellantis shows signs of improvement under Marlo Vitous's leadership despite a rocky past with supplier relations. However, Jan questions how much Stellantis's top executives value the WRI.In their closing comments, Dave and Sig reflect on the industry's future and the need for change. Dave emphasizes adapting business practices to navigate uncertain technology trends and regulatory issues. Sig highlights the industry's resilience, stressing that collaboration and trust with suppliers are crucial for overcoming challenges.Themes discussed in this episode:Understanding the significance of the Automotive OEM-Supplier Working Relations Index (WRI) Study as a tool for assessing industry performance and supplier relationsAddressing electrification, supply chain disruptions, and cost inflation and their impact on OEM-supplier relationshipAnalyzing the cultural and organizational elements that contribute to Toyota's enduring success, including continuous improvement, respect for people, and long-term relationship-buildingThe influence of leadership changes, such as Vice Presidents of Purchasing, on supplier relations and organizational performanceFord's decline in WRI scores and the organizational issues contributing to challenges in supplier relations and performanceThe role of effective communication in fostering strong relationships between OEMs and suppliers.The importance of trust and collaboration between OEMs and suppliers in navigating future challenges.Featured guest: Dave AndreaWhat he does: Dave Andrea leads the

This month, Joe explores the CPA shortage crisis with special guest Michelle Watterworth, CPA and partner at Plante Moran. Together, they explore the collaborative efforts of the AICPA and the National Association of State Auditors, Controllers, and Treasurers (NASACT). Michelle offers insights into strategies for attracting and retaining CPAs, and provides a sneak peek into an upcoming co-branded paper set to be released later this year.

It seems there's a constant pull between the DOing side of life – pursuing accomplishments, achieving goals, getting things done… and the BEing side – appreciating the moments, recognizing the beauty in the present, soaking in special opportunities. Most of us tend to lean, usually somewhat strongly, one way or the other. Is it possible to accomplish big things and achieve high level goals… while simultaneously being fully present? And how does the balancing act between the two change throughout the various decades of our lives?Today's guest – Bob Hottman - encompasses that delicate balance. He recently retired – or as he calls it – graduated – from an extensive career as CEO of a national accounting firm, serves on a plethora of company boards, and is active with a range of associations and community organizations. Yes – he's one of “those people,” accomplishing more in a day than most of us do in a month – or two months for that matter. And yet I've seen him in multiple settings and he's legitimately enjoying the moment. Maybe he's just a good actor, but whether he's guiding a high-profile corporate merger or out cycling with friends, he's the same guy. We'll dig into his mindset and approach to life in our discussion. Additionally, many of our listeners are considering life transitions right now, from job changes to retirement. We'll also explore the practical elements of this “next mountain mindset” during our conversation.Looking for weekly tips, tricks and turbo boosts to enhance your life? Sign up for the CATALYST 5 here, a brief weekly bullet point list of 5 ideas, concepts or boosts we've discovered to improve your personal and professional life! Info re earning your health & wellness coaching certification, annual Rocky Mountain Coaching Retreat & Symposium & more via https://www.catalystcoachinginstitute.com/ Best-in-class coaching for Employers, EAPs & wellness providers https://catalystcoaching360.com/ YouTube Coaching Channel https://www.youtube.com/c/CoachingChannel Contact us: Results@CatalystCoaching360.comTwitter: @Catalyst2ThriveWebsite: CatalystCoaching360.comIf you are a current or future health & wellness coach, please check out our Health & Wellness Coaching Community on Facebook: https://www.facebook.com/groups/278207545599218. This is a wonderful group if you are looking for encouragement, ideas, resources and more.

On this episode of The Internship Show, we speak with Josh Fulton from Plante Moran. Josh discusses life as an employee at the company, shares feedback from former program participants and more.

Angela Appleby, a partner and lead auditor from Plante Moran who also sits on the AICPA Assurance Services Executive Committee, dives into the world of SOC reporting, and particularly the risks companies are facing there and the opportunities for accountants.

Lee Eisenstaedt is the founder of the Leading With Courage Network, an all-virtual group for advisors with 10+ years of experience.  It appeals to people who want to elevate awareness of their brand, expand their network, and engage with their connections. Lee has been described as a judicious accomplisher because he's good at and enjoys using his intuition, instincts, and experience to evaluate and assess ideas and plans. He's also good at simplifying complex processes and pushing projects and tasks through to completion. Lee has nearly four decades of experience as a senior finance and operations executive with SC Johnson, in both the U.S. and Europe, and as a two-time COO of both a Top 5 (RSM McGladrey) and Top 50 CPA firm (Blackman Kallick, now Plante Moran).  He earned his MBA at Northwestern University and has also attended executive programs on Corporate Governance and Marketing at Northwestern and Harvard Universities.  Lee has also written two books on leadership, as well as multiple articles that have been published on Forbes.com. You can find out more about Lee and the Leading With Courage Network on his website: https://www.lwcnetwork.com/. You can also connect with Lee on LinkedIn: https://www.linkedin.com/in/leeeisenstaedt/ You can order a copy of his book - Leading With Courage - on Amazon.com. If you are interested in taking the self-assessment to find out if you have blind spots (as discussed in the episode and in the book Leading With Courage), use this link: https://lwca116.typeform.com/to/cDg9CMCA ******************************************** Want to learn how to attract, hire, and retain top-tier employees? Interested in learning how to scale your business to increase revenue and profit while working less? Then join my Business Success Mastermind group. A new cohort is starting. Now accepting applications: https://ib4e-coaching.com/mastermind ******************************************** Please support this podcast: https://ib4e-coaching.com/podinfo #leadership #leadershipcoaching #business #success #leeeisenstaedt #lwc #leadinswithcourage ******************************************** If you like this podcast, consider supporting the effort. Every little bit helps. Thanks.

Opportunity Zones have been around for about 5 years, but it's still a relatively new tax policy. A lot of investors, fund managers, and even advisors are still getting up to speed on how to operate within the statutory and regulatory requirements. Gordon Goldie and Valerie Grunduski from Plante Moran join the show to discuss 20+ traps that Opportunity Zone investors can fall into without the right guidance. Show notes: https://opportunitydb.com/2023/04/plante-moran-252/

As an intern at Plante Moran, Rebecca (Becky) Stoutenger, CPA, asked her clients, “What was your path to becoming a CFO?” Now a controller at FlavorSum, Becky sits down with Joe to talk about her own journey to accounting in industry, including the benefits of starting in public accounting.

TOPIC: Impact of the IRA; PANEL: Mike Barrott, Plante Moran; Mike Martinez, Automotive News; Devin Lindsay, S and P Global; Gary Vasilash, on Automotive; John McElroy, Autoline.tv

Segment 1: Ryan Linenger, Financial Planner and Partner at Plante Moran, tells Steve Dale, in for John Williams, about the fluctuations in the stock market and what the future may hold for investors in stocks and bonds. Segment 2: Steve runs through the top business stories to come out of 2022 Segment 3: Peter Greenberg, […]

In this week's episode, we have with us Dan Ellis, managing director of Townsend Search. He shares his secret to success in retained executive search firm that focuses on accounting and financial services recruitment. KEY TAKEAWAYS FROM THIS EPISODE: Contingency Model vs Retained Model: The advantages and disadvantages The Broken Recruitment Process is wholly at the feet of contingency recruiters. The Value that a recruiter brings to both the Company and the Candidate. THIS WEEK'S GUEST Dan Ellis is the Managing Director of Townsend Search, a retained executive search firm focusing on Accounting and financial recruitment. He joined Townsend Search Group in 2013 and brings deep business understanding informed by career experience in public accounting and consulting. Prior to joining Townsend Search Group, Dan was a senior professional with two regional public accounting firms, then joined the Transaction Services Team at Plante Moran and specialized in performing financial due diligence services for acquisitions by private equity funds. Dan has a business administration degree from Western Michigan University and is a registered CPA. For more information, or to get in touch with Dan, check out: LinkedIn: https://www.linkedin.com/in/danieltellis/ Website: https://townsendsearch.com/team/dan-ellis/ YOUR HOST Simon Lader is the host of The Conference Room, Co-Founder of global executive search firm Salisi Human Capital, and online coaching firm Salisi Academy. Since 1997, Simon has helped Senior Executives achieve Life Transformation by finding their ideal job and consulting with leading enterprise software and cybersecurity vendors to build highly effective teams. Get to know more about Simon at: Podcast: https://theconferenceroompodcast.com Website: https://simonlader.com/ Blog: blog.salisi.com Twitter: https://twitter.com/simonlader LinkedIn: https://www.linkedin.com/in/headhuntersimonlader Spotify: https://open.spotify.com/show/3dd0obQSM8cYRV0HCxiuF0

Ridicule, Violent Opposition, Acceptance. The hosts for this show are Jay Fidell and Tom Yamachika. The German philosopher Arthur Schopenhauer wrote that all truth goes through three stages: 1st it is ridiculed; 2nd it is violently opposed; 3rd it is accepted as self-evident. This is what has been happening in our state government. At the Office of Hawaiian Affairs (OHA), the possibility of financial irregularities was pooh-poohed at first; when the CliftonLarsonAllen report came out, OHA management and leadership were out to shoot the messenger; and now that the Plante Moran report corroborated many of the findings, the truth is accepted as self-evident. Now we need to look at the Dept. of Land and Natural Resources. The Auditor's report came out and was dismissed out of hand. Then a House committee ostensibly formed to follow up on the matter came out to attack the Auditor. We are waiting for the third stage now. The ThinkTech YouTube Playlist for this show is https://www.youtube.com/playlist?list=PLQpkwcNJny6lmEllOKP493URXssFT4N7G Please visit our ThinkTech website at https://thinktechhawaii.com and see our Think Tech Advisories at https://thinktechadvisories.blogspot.com.

Introhive, the fastest-growing AI-powered sales platform is helping companies gain valuable insights about their clients and prospects. Introhive clients include some of the world's leading companies, such as PwC, Clark Nexsen, Ernst and Young, Grant Thornton, Wilson, Colliers International, and Plante Moran. Jody Glidden, Co-founder and CEO of Introhive, explore the Introhive story and plans for the future. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be a guest on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/

Introhive, the fastest-growing AI-powered sales platform is helping companies gain valuable insights about their clients and prospects. Introhive clients include some of the world's leading companies, such as PwC, Clark Nexsen, Ernst and Young, Grant Thornton, Wilson, Colliers International, and Plante Moran. Jody Glidden, Co-founder and CEO of Introhive, explore the Introhive story and plans for the future. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be a guest on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/

Patients need to see their hospitals as their full continuum of care providers, says Duane Fitch, healthcare partner for Plante Moran.

Vincent is a recent 2022 Michigan State Alumni. He is the former MSU WMA Podcast host and former WMA President. Vincent has plans to work for Plante Moran in Ann Arbor and prepare to take his CFP Exam. Linkedin: https://www.linkedin.com/in/vpucillo/ WMA website: http://msuwma.com WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Frank Ocean – Swim Good https://www.youtube.com/watch?v=ic1nhvWBvIo

Cost segregation to achieve accelerated depreciation and can greatly improve after-tax returns for real estate investors. But it can be a an even more powerful tool for Opportunity Zone deals. Valerie Grunduski, partner and real estate tax specialist at Plante Moran, and Jeremy Sompels, principal and cost segregation senior manager at Plante Moran, join the show to discuss how the effect of cost segregation is particularly powerful for investors in Qualified Opportunity Funds. Show notes: https://opportunitydb.com/2022/08/plante-moran-216/

https://finding-gravitas.captivate.fm/internalpodcast (Learn more about creating your own internal company podcast) The https://www.plantemoran.com/explore-our-thinking/insight/2022/06/auto-supplier-and-oem-relationships-insights-from-the-2022-wri-study (2022 Plante Moran WRI® (Working Relations Index®) Study) of North American auto supplier-Original Equipment Manufacturer (OEM) relationships is a bedrock survey in the industry. But does it really impact the bottom line? And what can OEMs do with the information? Dave Andrea, principal at Plante Moran and guardian of the WRI, relies on insight gathered across the industry to help answer these questions. And as someone who spent almost forty years at General Motors, Steven Kiefer, chairman of The Kiefer Foundation, provides an unmatched inside look on the internal processes OEMs use for change. “For the OEMs, [the WRI® is] a fantastic piece of data,” Steve says. It provides an invaluable view of the relationship between automotive OEMs and their supply bases (aka suppliers), which is paramount because if there is any tension, OEMs aren't efficient, which hinders organizational growth. Beyond just looking at the WRI® as useful data to look at how to improve, it's also about proactively using this information within an organization to actually improve by increasing overall organizational effectiveness and leading to more growth. These actions are at the heart of improving supplier relationships. “You can see how much mutual dependency there is between the supplier and the OEM,” Dave says. On this episode of Finding Gravitas, Dave and Steve share how the power of the 2022 WRI® Study directly impacts the change OEMs seek within their organizations, and what this tells us about the future of supply chain leadership in the automotive industry. Themes discussed on this episode:  How the WRI® has become a crucial source of data for organizational change How looking at feedback objectively benefits OEMs in the long term How OEMs can apply the right strategy to action the data in the right way The importance of communications and alignment to enterprise success The future of supply chain leadership in an ever-changing industry How new startups and EV culture are shaking up the industry and what to do about it The importance of humility and vision in leadership and the 21 traits as a toolbox Featured GuestsDave AndreaWhat he does: as Principal at Plante Moran, self-described “accidental analyst” https://www.plantemoran.com/get-to-know/people/a/dave-andrea (Dave Andrea) is a guardian of the https://www.plantemoran.com/explore-our-thinking/insight/2022/06/auto-supplier-and-oem-relationships-insights-from-the-2022-wri-study (WRI®). Dave grew up with a passion for automotive from the get-go, and is still going strong. On gravitas: “It's about being aware of other people, being humble to be able to stop and help someone else. But you've had to get there first — you've had to build up your own credibility base or your own resources or your own network to be able to help someone else, and make that opportunity open up a door for someone else to succeed, just as any one of us has.” Steven KieferWhat he does: “Just a kid from Detroit,” https://www.linkedin.com/in/steven-kiefer-43718a12/ (Steven Kiefer) recently retired from a four-decade career with General Motors. Father of four Steven is chairman of https://mkiefer.org/ (The Kiefer Foundation), which he founded in honor of his second son Mitchell who was killed by a distracted driver. This episode is dedicated to the Foundation, and we ask that you please take the pledge and support it in a way that works for you. On Gravitas: “It's all about setting clear vision and making sure you inspire people to do things that they never thought they could do without your leadership.” Episode HighlightsTimestamped inflection points from the show [6:47] WRI® history: Dave and Steve discuss the WRI®'s background, its...

Sister Mary Pellegrino, Senior Vice President of Plante Moran consulting firm, and her consultant team work to ensure that religious institutes realize their potential and meet the challenges of the day, through the lens of their mission and charism. By changing the way the story of religious life is currently told, from one of scarcity and diminishment to one of abundance and social capital, Sister Mary sees exciting possibilities for religious institutes to collaborate in creating a more just and equitable world. Prior to working with Plante Moran, Sister Mary served as congregational moderator of her community, the Sisters of St. Joseph of Baden, Pennsylvania, and served in the presidency of the Leadership Conference of Women Religious in the US. Mary has also served in vocation formation ministries for her congregation, as well as parish and campus ministries.  (2:30)  Who's Zooming who? (4:51)  Chapter (5:45)  Serving the Sisters who serve others (11:16)  The abundance perspective (18:58)  Sister Power (23:53)  The baking of the bread (32:28)  Sisters are critical yeast (40:58)  Growing up (44:10)  A vocation begins (48:43)  Entering the community (51:31)  Living in community (54:50)  Combining vocation and Vocation (55:14)  “DRE” in name only? (1:00:20)  Vocation Ministry (1:02:33)  A difference in vocation and Vocation  Links for this podcast: Sisters of St. Joseph of Baden Plante Moran Sisters of St. Joseph US Federation   Read the transcript here. Subscribe to our newsletter: https://siste.rs/3isP2CZ Check out lots more podcasts: https://siste.rs/2SfnoyS Let us know your thoughts about the podcast! Please take this short survey—your input helps us shape the future In Good Faith podcasts. Click HERE to take the survey. Thank you!

A recent industry survey ranks the top three domestic automotive manufacturers and the top three foreign automotive manufacturers as to their relationship with their direct suppliers.  This relationship is important due to the vast investment across the industry and what the suppliers choose to share with which automaker.  In most cases, these relationships can result in who gains an edge in the marketplace and therefore profits.  We examine the results. 

On this week's episode, Tom and Phil are joined by Laurie Hoose, ESG Consulting Project Manager at Plante Moran. Today's discussion is revisiting a previously discussed topic, ESG, or Environmental Social Governance. A company's policies around ESG have become more important than ever to the company's investors, consumers and even the talent that the company attracts to it's workforce. Laurie shares the big news and changes with ESG over the past year and how Plante Moran can help a company develop an ESG strategy.Highlights:2:01 What's new with ESG?5:53 The history and evolution of ESG10:14 Social and governance issues and why they are important to the oil and gas industry15:47 The starting point for a company that doesn't have an ESG program in place21:34 How your network can be an asset when creating ESG policies23:58 Elon Musk and the lack of criteria around what qualifies a company to be part of ESG Index FundsAbout Laurie Hoose: Laurie has over eighteen years of experience, and helps her clients on their environmental, social, and governance (ESG) programs. This includes helping to align investor requirements and stakeholder requests for ESG disclosures to the organization's strategic goals, and determine what disclosures are material and how they should be gathered to ensure timely, accurate information that is transparent and reliable. Laurie helps her clients achieve their objectives, identify opportunities, and reduce organizational and investor risk through actionable, measurable, and continuous improvements.Laurie's educational background includes a BS in computer science from the University of Michigan, and an MBA in international business from Brandeis University, where she focused on Corporate Social Responsibility (CSR). She also obtained a minor in Corporate Environmental Governance from Copenhagen Business School. She is a member of the Project Management Institute (PMI), a certified Project Management Professional (PMP), and is an FSA Level II Candidate for the Fundamentals of Sustainability Accounting credential.Connect with Laurie Hoose:www.plantemoran.comhttps://www.plantemoran.com/explore-our-thinking/insight/2021/10/esg-reporting-seven-steps-to-get-started About SherWare, Inc.If you're enjoying this episode, please subscribe to our podcast and share with a friend! We also love ratings and reviews on Apple podcasts.SherWare creates software to simplify your accounting needs so you have more time to do the things that matter. We serve independent oil and gas operators, accountants and investors with a platform to manage their distributions and joint-interest billings on a platform -- and we're the only software on the market that can integrate with your QuickBooks company.Click here to watch a demo of the software in action right now.About COPAS:COPAS provides expertise for the oil and gas industry through the development of Model Form Accounting Procedures, publications, and education. We are a forum for the active exchange of ideas which result in innovative business and accounting solutions.Find a society near you.www.copas.org

Automotive suppliers have strong opinions about the automakers they sell parts and services to. Some automakers have great relations with their suppliers, others not so much. Plante Moran, the consulting company, does an annual supplier survey that captures what suppliers are saying. Dave Andrea and Mark Barrott from Plante Moran go through their latest findings.

Automotive suppliers have strong opinions about the automakers they sell parts and services to. Some automakers have great relations with their suppliers, others not so much. Plante Moran, the consulting company, does an annual supplier survey that captures what suppliers are saying. Dave Andrea and Mark Barrott from Plante Moran go through their latest findings.

March 30, 2022 ~ Full Show. Chris Renwick in for Guy Gordon. Steve Biegun forer US Deputy Secretary of State Under Mike Pompeo on the latest mix messages coming from Russia. Mike Lipinski, Principal Virtual Chief Information Security Officer at Plante Moran tells us how vulnerable the auto supply chain is to cyber attacks. Senior News Analyst Lloyd Jackson has the latest developments in the wild Governor Whitmer kidnapping trial. John Truscott, CEO of Truscott Rossman on the rift within the Michigan Republican part over Donald Trump and Astronaut Jerry Linenger talks about fellow astronaut Mark Vande Hei who is returning to earth after nearly a year in space.

Paul Bryant, CPA, Assurance Partner at Plante Moran, joins us to discuss how to overcome challenges early in your career. We've all been the “new kid” at one time. Knowing who to turn to for advice and avoiding the trap of comparing yourself to others can give you a competitive edge and make you feel more at ease in your position. Paul shares best practices to overcoming those and other hurdles you may face as you begin your journey in the accounting profession. Visit Our Website ► https://micpa.org CONNECT WITH CPAs ► https://connect.micpa.org SUBSCRIBE FOR NEW VIDEOS! ► https://www.youtube.com/user/MichiganCPAs FIND COURSES ► https://micpa.org/cpe/store ADD US ON: LINKEDIN: https://www.linkedin.com/company/micpa FACEBOOK: https://www.facebook.com/MichiganCPAs TWITTER: https://twitter.com/MichiganCPAs

The annual Plante Moran index of automaker-supplier relationships came out recently, and Toyota was in the number on position for the 10th year in a row. We speak with Robert Young, executive vice president, purchasing supplier development, Toyota Motor North America about how the OEM manages its supplier relationships and what will change - or not change - as Toyota starts building more and more electric vehicles.Apple PodcastSpotifyMore FreightWaves Podcasts

The annual Plante Moran index of automaker-supplier relationships came out recently, and Toyota was in the number on position for the 10th year in a row. We speak with Robert Young, executive vice president, purchasing supplier development, Toyota Motor North America about how the OEM manages its supplier relationships and what will change - or not change - as Toyota starts building more and more electric vehicles.Apple PodcastSpotifyMore FreightWaves Podcasts

Costa Gianiodis is a recent graduate of Michigan State University where he earned his degree in Finance and was the Treasurer and Podcast Host for the MSU Wealth Management Association for the 2020-2021 academic year. He interned at Plante Moran as a Financial Advisor Intern last summer and will be working full-time at Altair Advisors as an Associate Consultant in Chicago, IL. LinkedIn: https://www.linkedin.com/in/constantine-gianiodis/ WMA website: http://msuwma.com WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg

Justin Halvorson was the Michigan State University Wealth Management Association's President for the 2020-2021 academic year. Along with graduating from MSU earning a degree in Finance and participating in the Wealth Management & Financial Planning Program, he was also a Peer Career Coach for MSU's Russell Palmer Career Management Center (a place where their team advises, coaches, and educates students to realize their career aspirations while working with leading employers and alumni to send Spartans across the world). Justin interned at Plante Moran in the summer of 2020 and will work at the company full-time as a Financial Advisor this coming August. LinkedIn: https://www.linkedin.com/in/justin-halvorson-0421/ WMA website: http://msuwma.com WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg

Bob Palmer is the Wealth Management Practice Leader at Plante Moran, a Registered Investment Advisor (RIA) based in Southfield, MI that was recently named one of Barron's 2020 Top RIA Firms. He is also a Michigan State University alumnus where he received his B.B.A. in accounting and holds the CFP and CPA designations. He received Crain's “40 Under 40” award and was twice named one of Barron's "Top 100 Independent Financial Advisors." He also belongs to the AICPA, the Plante Moran Insurance Agency Board, the Plante Moran Trust Board, and the Plante Moran Financial Advisors Board. LinkedIn: https://www.linkedin.com/in/bob-palmer-01b1b38/ WMA website: http://msuwma.com WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg

Steve calls financial planner and Partner at Plante Moran, Ryan Linenger, to assist in helping callers with their financial problems caused by the pandemic. He discusses what we should be doing with our stimulus checks, the inflation that has been brought on, the state of our national deficit, among many other things!

April 1, 2021 ~ Full Episode. Daron Gifford of Plante Moran breaks down Biden's infrastructure plan and how it could benefit the auto industry. As of today people can no longer claim COVID as a reason for collecting state unemployment. Is the Los Angeles Sheriff's department covering up for Tiger Woods? Oakland University Basketball Coach Greg Kampe discusses the NCAA transfer portal and how it could change college basketball. Sports columnist Lynn Henning talks opening day and previews the Tigers season.

April 1, 2021 ~ Daron Gifford, Partner at Plante Moran, leading its automotive industry consulting services practice, talks with Guy Gordon about how President Biden's infrastructure plan and how it could benefit the automotive industry.

Plante Moran's Daron Gifford and Dave Andrea talk about the industry's move toward an electrified future and what the Biden administration must do to drive the adoption of EVs. Plus, how the pandemic is impacting automaker-supplier relations.

The Department of Health and Human Services doled out billions of dollars in relief funds through the CARES Act in an effort to help health care providers stay afloat during the COVID-19 pandemic. One of the conditions of acceptance for these funds was the obligation to account for their use which had limits. That reporting window is now open. Tune in as we talk with a guest who is a health care accountant on the Do's and Don'ts to consider during this reporting process. Host: Nicole M. Thorn, Attorney at Brouse McDowellGuest: Sadie Mayle, Accountant & Senior Manager at Plante Moran

In today's episode, Tom and Phil are joined by Doug Reeb, Partner at Plante Moran. They discuss the ways that derivatives and hedging can protect your assets in the current economy. Doug explains how 2020 was a great example of why having that protection is so important in the industry, and also some of the pitfalls that we may see moving into this new year due to the new administration and the uncertainty that we still face due to COVID 19.Highlights:01:29  Derivatives and hedging04:35  What is a derivative and how does it help you?08:11  How 2020 showed us the importance of derivatives20:54 Types of derivative instruments we may see moving forward29:33 Significant risks that could show up on 2020 financial statements33:59 What would happen if our big financial institutions became unable to operate36:17 The effect of a new administration on derivativesAbout Doug Reeb:As one of the firm's more experienced oil and gas audit partners, Doug represents many high-profile oil and gas clients and local industry organizations. Most of his clients are private equity-owned, upstream oil and gas entities with assets primarily within the United States. He is also involved in SEC engagements for oil and gas and mining companies. In addition to his audit responsibilities, he also provides financial advisory services, specializing in technical accounting to non-attest clients. Previously, Doug led the energy accounting solutions (outsourced oil and gas accounting) and currently leads the oil and gas audit practices.He belongs to the AICPA and the Colorado Society of CPAs (COCPA), and has participated as a speaker and/or moderator at several AICPA Oil and Gas Conferences, as well as the COCPA's annual SEC conferences.Doug is involved, or has been active in many professional organizations including the Denver Petroleum Club, treasurer; the Colorado Oil and Gas Association, finance committee member; the Western Energy Alliance, board of advisors; the Anchor Center for Blind Children, treasurer; the Tennyson Center for Children, board member; and the Family Star Montessori, board member.He received his accounting degree from the University of Colorado Boulder and hismaster's degree in finance from the University of DenverConnect with Doug:Plantemoran.comAbout SherWare, Inc.If you're enjoying this episode, please subscribe to our podcast and share with a friend! We also love ratings and reviews on Apple podcasts.SherWare creates software to simplify your accounting needs so you have more time to do the things that matter. We serve independent oil and gas operators, accountants and investors with a platform to manage their distributions and joint-interest billings on a platform -- and we're the only software on the market that can integrate with your QuickBooks company. Click here to watch a demo of the software in action right now.About COPAS:COPAS provides expertise for the oil and gas industry through the development of Model Form Accounting Procedures, publications, and education. We are a forum for the active exchange of ideas which result in innovative business and accounting solutions.Find a society near you.www.copas.org

In today's episode, Tom and Phil are joined by Diane Kirk, Director and CPA at Plante Moran. They discuss how the current state of the economy has affected the oil and gas industry and some different scenarios that companies may face in the coming year. Some of the challenges they talk about include severance accounting due to layoffs, lease concessions, erosions of accounts receivable, the impact of the PPP loan on a company's balance sheet, contract renegotiations, taxes and more.Highlights:3:08  Destination Imagination-What Diane does outside of accounting4:45  How the current environment is challenging those in oil and gas accounting and reporting14:28  Impact of PPP loans on a company's balance sheet15:32  Why the PPP loan wasn't a huge help to the oil and gas industry as a whole18:13 PPP Audits20:54 The significant amount of bankruptcies in the industry this year29:38 How reserves will be affected by current events34:11 Asset impairments on financials in the upcoming year38:32 Other challenges oil and companies are facing right nowAbout Diane Kirk:Diane is the technical leader for the energy industry group at Plante Moran. She provides technical accounting and financial reporting expertise and support with an emphasis on complex debt and equity, derivatives, employee compensation, mergers and acquisitions, SEC regulatory compliance and reporting, and risk management. Diane is also actively involved in the training and development of the energy group team.Diane has over 25 years of experience and focuses on distilling complex accounting topics and financial reporting into easy to understand language so that clients and team members can take appropriate actions. She has enjoyed helping to grow the oil and gas and energy practices while helping these clients address the challenges they face with running their business. Diane is a member of the AICPA, Colorado Society of CPAs, Colorado Oil and Gas Association, Western Energy Alliance, Women's Energy Network, and the Council of Petroleum Accountants Societies (COPAS). She is also on the planning committee for the AICPA/PDI National Oil and Gas Conference and is a contributing editor to certain industry publications.Connect with Diane:diane.kirk@plantemoran.comLinkedIn-Diane KirkAbout SherWare, Inc.If you're enjoying this episode, please subscribe to our podcast and share with a friend! We also love ratings and reviews on Apple podcasts.SherWare creates software to simplify your accounting needs so you have more time to do the things that matter. We serve independent oil and gas operators, accountants and investors with a platform to manage their distributions and joint-interest billings on a platform -- and we're the only software on the market that can integrate with your QuickBooks company. Click here to watch a demo of the software in action right now.About COPAS:COPAS provides expertise for the oil and gas industry through the development of Model Form Accounting Procedures, publications, and education. We are a forum for the active exchange of ideas which result in innovative business and accounting solutions.Find a society near you.

We're joined by return guest Mike Lipinski from Plante Moran to talk about the increased risks encountered by both employees and companies in the ever-increasing work from home world, especially during the pandemic as both parties were caught off guard by the increased need to do so.  From phishing attempts to ransomware attacks, it's a never ending cycle of increasing risk, especially for small to medium sized companies that are typically less prepared and working with fewer resources to make things work. Naturally, we also talk more Mandalorian Season 2, as well as the drastic increase in searches for weed, liquor, and pizza jumped immensely during election week, whether or not Porky's holds up after all these years after Bob discovered it on Amazon Prime, and so much more...

We're joined by return guest Mike Lipinski from Plante Moran to talk about the increased risks encountered by both employees and companies in the ever-increasing work from home world, especially during the pandemic as both parties were caught off guard by the increased need to do so.  From phishing attempts to ransomware attacks, it's a never ending cycle of increasing risk, especially for small to medium sized companies that are typically less prepared and working with fewer resources to make things work. Naturally, we also talk more Mandalorian Season 2, as well as the drastic increase in searches for weed, liquor, and pizza jumped immensely during election week, whether or not Porky's holds up after all these years after Bob discovered it on Amazon Prime, and so much more...

The one where Marten and Doug check-in after 20 years to catch up on changes in advertising, marketing as well as the impact of technology and data to deliver meaningful, customer-centric experiences in a customer-in-control world.

In the 17th episode of the ABF Journal podcast, Sandor Jacobson, a principal at Plante Moran, explained why an assignment for the benefit of creditors, or an ABC, is an important and attractive tool for distressed middle market companies due to its efficiency and low cost. He also outlined the most important steps in an ABC and discussed how this path differs and is potentially more favorable than a bankruptcy proceeding. https://www.abfjournal.com/articles/an-alternative-to-bankruptcy-when-winding-down-a-distressed-company/

Today’s Guest is Bruce Farrell - Ashley Bruce Farrell is proposal director for Plante Moran’s consulting group. He leads a multi-national team who provide proposal, presentation, and other practice development related support. He is also a design geek who specializes in bringing strong design principles to brands, proposals, presentations, and other business documents. He particularly enjoys using thoughtful design to help people create documents that can make an impact. Bruce is a frequent presenter at Association of Proposal Management Professional (APMP) events, primarily focusing on presentation or proposal design. He is a member of APMP’s International Board of Directors.In this thought provoking episode, we will discuss Bruce's Early life and career Entry to proposal world Career at Plante Moran Design principles APMP Great Mid Western chapter contributionsFavourite songs and books Memorable presentations at Bid Con Irish roots and Celtic music Love for Lord of Rings Book Similarity to Bilbo Baggins character Favourite movie People influential in life and career One advice to bid and proposal professional Few random questions What power point design symbol best describes your personality and why?What will you do if you have the lord of rings? If you were to perform in a circus what will you do? What kind of secret society would you like to start? If you have to wear a t-shirt with one word on it, what will be the word?What is your favourite pizza topping? If some rented a billboard for you, what will you put on it? What is the scariest thing you have ever done? and few more... BONUS - 1 min guitar episode :) inside Special mentions - Robin Davies and learn about other APMP musician colleagues. Listen in to know more about Bruce Farrell, simplistic designer also a guitarist Tip : Don't ask bruce to do karaoke!

Automotive suppliers account for 80% of the parts and components that go into cars. They are also a major source of technological innovation. Right now, they face a lot of financial pressures and economic uncertainty. But if just a few things fall into place, the future could look a lot more optimistic. 

Automotive suppliers account for 80% of the parts and components that go into cars. They are also a major source of technological innovation. Right now, they face a lot of financial pressures and economic uncertainty. But if just a few things fall into place, the future could look a lot more optimistic. 

Building new, expanding, or remodeling senior living communities is extraordinarily expensive and fraught with lurking pitfalls. Missteps here can cost you millions or end the project before it begins. Jamie Timoteo, senior vice president of Plante Moran, a development advisory firm, warns against 7 of these potential oversights. Find more information at 

What’s it like being CMO and partner of a large firm? What metrics do you watch and what resources do you refer to for professional development? In this episode of Accounting Marketing Doesn’t Suck, host Hugh Duffy talks with Jeff Antaya of Plante Moran. Tune in to hear about the firm’s strengths and weaknesses, how going digital impacts marketing and business development and why having writers on your team is paramount to creating new and unique content that people want to read. Join us! Jeff Antaya, CMO of Plante Moran Facebook Jeff Antaya is a Partner and the Chief Marketing Officer at Plante Moran. He leads a team of approximately 85 individuals focused on growing the firm. His responsibilities include social media, brand development, marketing technology, communications, and digital business attraction and business development. Jeff has a Bachelor of Science degree in accounting and an MBA from the University of Detroit Mercy. Jeff is a founding member of the firms PRIDE affinity group focused on our LGBTQ staff. Jeff began his career as an accountant with PWC and eventually moved into the cellular phone industry, working at both Verizon and Nextel Communications. Over the course of 10 years, he held various sales and marketing executive positions at Nextel and played a significant part in the company’s growth into a fortune 100 company before it was acquired by Sprint. His position at Plante & Moran has allowed him to merge his skills in accounting, sales, and marketing to help Michigan’s preeminent firm grow and expand. Jeff is actively involved in Detroit and serves on various art and social service boards and advisory groups.   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  

On Dec. 11, Plante Moran Wealth Management will publish The Road Ahead, its annual economic outlook. The report is prepared by the investment research team at Plante Moran Financial Advisors, led by Jim Baird.

Ali Mears and I discuss the public accounting internship program at Plante Moran. Plante Moran is a public accounting firm in Ohio, Chicagoland, Michigan and Colorado. 26 offices - 4 international. Plante Moran goes beyond Audit and Tax services, they have management consulting offerings and more. Ali shared that interns are a great source for a pipeline for hiring. They find exposing students to public accounting helps then determine if that is the accounting path they are interested in. Ali looks for students primarily at college career fairs, through their presentations at the colleges and more. Plante Moran works with Ohio CPA to get young students exposed to the accounting field. This is part of their early talent outreach. Ali has a background in college career services which gives her a unique position. Ali also was a teacher so her approach to recruiting is very much "connecting talent to opportunity". She knows what career services life is like and so it helps her communicate with those teams. She encourages students to use career services as well. Plante Moran is looking for students that are open-minded and ready to learn. Students get a lot of learning in a short period of time. It is also important to be able to take feedback and have fun! Across their locations they hire about 300 interns. In the CLE it is around 18-20 interns hired. Interns get to attend a firm conference. All employees get together, in 2020 it will be in Chicago. At the conference they celebrate promotions and those who make partner. There is philanthropy as well and time for seeing the sites in Chicago. Around Cleveland:GCP Middle Market Forum - December 6th 7:30am - 9:00amLearn about the Entrepreneurial Operating SystemTraction by Gino Wickman

When you're told you're going to meet a financial powerhouse you usually don't imagine a warm, infectious smile and bubbly enthusiasm pouring across your boardroom.Well, begin to reimagine. Gabriela Rodil has been catapulting businesses to success in 20 countries for 20 years. When she enters your C-Suite you'll immediately feel that anything is possible. Whatever culture, language, personality or legacy status you may bring to the table, rest assured that Gabby will bridge it with the teams and partners that will enable your company to reach your dream heights.Because she has accumulated leadership expertise in so many industries and markets this multi-faceted, multilingual, global finance executive needed to expand her team to keep up with demand. After honing her leadership prowess at companies like Flexan, Plante Moran, Heico, Spectrum Brands, Schlumberger and KPMG Gabriela customized her definition of a leader and began building her team. She rigorously reviewed each consultant to ensure that her or his track record was on par with hers in finance, strategic planning, IT, operations, risk management, human resources, and production of sustained revenue and EBITDA growth. All GR&Co. consultants have ushered dozens of companies to soaring success.Now that her team is replicating her trailblazing tactics, Gabby is able to spend more time pursuing her diverse passions: serving on the Board of Directors for The Fig Factor Foundation, a nonprofit that empowers young Latina women; writing for Today's Inspired Latina; and speaking at leadership and empowerment forums. She has been featured on WGN Adelante Chicago with Lourdes Duarte and on the pages of Inc., Halfstack and IL CPA magazine. Gabby earned her MBA with emphasis in international business from the University of Miami School of Business, a bachelor's degree in business administration from Fundação Armando Álvares Penteado and an associate degree in accounting from the Universida de de São Paulo.You can find out more about Gabby and the services she offers here:https://www.grodilco.com/

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

What do you contribute to the RFP process? Figuring out what you do well is the first step in realizing the highest and best use of your time. So, how do you uncover your strengths and weaknesses—and get clear on your path forward? How do you identify what lights you up about proposals and lean on others to do the rest? Bruce Farrell is a business communications and development professional with a passion for design. He has 20-plus years of experience bringing strong design principles to proposals, presentations, and other business documents. For the last 15 years, Bruce has served as Proposal Director at Plante Moran, leading a team of proposal specialists in working with practice staff to secure business through RFPs. Today, Bruce joins us to explain how developing a strong proposal process has contributed to his success and discuss the challenges around encouraging SMEs to meet proposed deadlines. He shares his lessons learned around determining the highest and best use of your time and being open to getting better. Listen in for Bruce's insight around earning the trust of your colleagues and learn the value in knowing what you do well, what you don't do well, and where you really want to be! Key Takeaways The evolution of Bruce's role as Proposal Director at Plante Moran Bruce's insight on using intuition to answer questions in an RFP How having a solid process in place contributes to Bruce's success Bruce's advice on encouraging colleagues to submit work on time Offer help as necessary Carbon copy partner on reminders How Bruce's team uses Qvidian and SharePoint to manage content The lessons Bruce has learned around being open to getting better How to determine what's the highest and best use of your time How Bruce gradually earned the trust and buy-in of his colleagues How Bruce's introversion impacts his ability to build relationships How Bruce leveraged the takeaways from a loss to win other bids The value in knowing what you do well and defining a clear path Connect with Bruce Bruce on Twitter Bruce on LinkedIn Email bruce.farrell@plantemoran.com Connect with Lisa The RFP Success Community on LinkedIn Lisa's Website Lisa on Twitter Lisa on Facebook Lisa on LinkedIn Subscribe on iTunes Email lisa@lisarehurek.com Resources APMP Bid & Proposal Con Qvidian SharePoint The RFP Success Book by Lisa Rehurek

Earlier this year, Betsy Rust and Plante Moran released a report with a fairly explosive thesis: Margins for skilled nursing facilities had actually been on the rise between 2016 and 2017. But the senior care advisory firm was quick to point out that the report only considered Medicare reimbursements — with Medicare Advantage and Medicaid strains working to wipe out the Medicare fee-for-service gains. SNN invited Rust to expand on her findings on the latest episode of "Rethink: The Future of Skilled Nursing." In our conversation, Rust offered concrete tips for how providers can navigate the Medicare Advantage world despite a lack of public information on rates, as well as how the ongoing stressors in the SNF marketplace could inspire operators to make strange — but profitable — bedfellows. Listen to this episode of Rethink to learn:  - The metrics Plante Moran evaluates when advising buyers in today's market - How partnering with competitors might bring mutual benefits - The outlook for Medicare Advantage under PDPM - ...And much more!

Lower middle-market companies are increasingly attracting interest from private equity buyers. To hear what it takes to successfully partner with these businesses, MMG sat down with Matt Petrucci, a partner with Plante Moran’s transaction advisory services team, and Brett Holcomb, a principal with private equity firm Prospect Partners. Check out Part 2 of this interview to hear Petrucci and Holcomb discuss the role PE firms play in helping a company preserve its culture. They also describe the most innovative business models they’ve come across, and the broader trends they expect will impact middle-market investing.

In Part 2 of our interview with Matt Petrucci, a partner with Plante Moran’s transaction advisory services team, and Brett Holcomb, a principal with private equity firm Prospect Partners, the two discuss the role PE firms play in helping a company preserve its culture. They also describe the most innovative business models they’ve come across and the broader trends they’re watching. In case you missed it, check out Part 1 of the interview, featuring a discussion of what it takes to invest successfully in the lower middle market.

"Savings, security, convenience – in the end, it all adds up to peace of mind. We can guarantee that you’ll sleep sounder with a certified professional on your side. So put away the shoe box of receipts, take a couple aspirin, and call a CPA. You will thank us in the morning." - TheSelfEmployed.com This week on Franchising & You, Sandy Shoemaker, Partner & CPA at Plante Moran provides insight into the value (and necessity) of hiring an accountant for your business whether the distribution model is a franchise or independent business and as applicable to your legal business structure - corporation, limited liability partnership, partnership or sole proprietorship. Sandy also discusses why it's important to remove the accounting tasks from a family member or former classmate, look beyond basic bookkeeping as essential to business success and understand that you can afford a CPA. Franchising & You airs every Saturday at 9:30 AM ET / 8:30 AM CT with each segment available on-demand. Franchising & You is a production of Franchise Foundry and is sponsored by FranFund, Spadea Lignana and Retail Solutions.

In this episode: Cole Wist, Colorado Representative for District 37, is our feature interview this week. News from: The Colorado Sun, Denver Post, Viaggi, University of Colorado, EKS&H, Plante Moran, Ping Identity, Webroot, ProtectWise, SecureSet, Security Pursuit and a lot more! Blockchain is the new newspaper? Can you believe it? Alex tracked down Cole Wist, the Colorado Representative who co-authored Colorado's new cybersecurity bill. Also, the Sun rises in Colorado, "Everywhere WiFi" in Denver, CU is going to find cyberbullies. EKS&H is merging with Plante Moran. Ping Identity is a Leader again. And news from Webroot, Protectwise, SecureSet and Security Pursuit.  Support us on Patreon! Fun swag available - all proceeds will directly support the Colorado = Security infrastructure. Come join us on the new Colorado = Security Slack channel to meet old and new friends. Sign up for our mailing list on the main site to receive weekly updates - https://www.colorado-security.com/. If you have any questions or comments, or any organizations or events we should highlight, contact Alex and Robb at info@colorado-security.com Local security news: Join the Colorado = Security Slack channel Goodbye, Denver Post. Hello, Blockchain 5 ways downtown Denver is working to stay competitive Viaggi expands 'Everywhere Wi-Fi' to Denver, other cities CU researchers launch “cyberbullying detector” program for social media EKS&H announced Friday that it is merging with accounting firm Plante Moran Ping Identity Named a Leader in Gartner's 2018 Magic Quadrant for Access Management Webroot: Parsing the Distinction Between AI & Machine Learning Top 4 Ways to Find the Next Generation of Cybersecurity Talent SecureSet: How to Stand Apart in Your InfoSec Job Search Security Pursuit: 5 Online Business Banking Best Practices CISO of the Year Nominations Open Job Openings: Ping Identity - Site Reliability Engineer - Security Operations Ping Identity - Director of IT CPI Card Group - IT Director for Info/Cyber Security Western Union - Information Security Manager, Compliance Western Union - Senior DevSecOps Engineer Charles Schwab - Technical Director, Cyber Threat Risk Management PDC Energy - Sr. Information Security Engineer VMWare - DevOps/Automation Security Engineer Twitter - Security Engineer Google - Security and Compliance Cloud Consultant Denver Health - IS Security Analyst III Internet 2 - Cyberinfrastructure Security Engineer OverWatchID - Java Software Engineer, Sr C/C++ Software Engineer Upcoming Events: This Week and Next: NCC - Beyond Bitcoin: Cryptocurrency & Blockchain for Beginners - 6/26 SecureSet - Career Convos: Hilary Constable of Constable HR; Make your resume SHINE - 6/26 ISSA Denver - June Healthcare Special interest Group - 6/27 SecureSet - Expert Series: Bryan Becker - 6/28 SecureSet - Capture the Flag - 6/29 OWASP Boulder - Digital Identity & Blockchain with Zak Wolff - 7/5 Other Notable Upcoming Events Colorado Springs - Cyber Security Training & Technology Forum (CSTTF) - 8/22 View our events page for a full list of upcoming events * Thanks to CJ Adams for our intro and exit! If you need any voiceover work, you can contact him here at carrrladams@gmail.com. Check out his other voice work here. * Intro and exit song: "The Language of Blame" by The Agrarians is licensed under CC BY 2.0

In today’s podcast, we’ll talk about Plante Moran’s skilled nursing facility benchmarking report, “Make the Mark.” Our guest today is Christy Vandewater, CPA, consulting manager of Plante Moran, a certified public accounting and business advisory firm. One of the firm’s areas of specialty is senior care and living, and it serves nearly 1,000 senior care and living providers, including skilled nursing facilities, continuing care retirement communities, independent and assisted living facilities, and home health and hospice agencies.

With Intentional Content:  Strengths/habits that lead to success: Not giving up after 2 or 3 connection attempts. It takes 9 on average to establish a connection. What have you seen that’s innovative: What’s happening in digital marketing. We have the ability to watch how someone is consuming information and give them more information using those same preferences. Tactical best practices: It’s important to ensure the voice of the client is heard. Avoid jumping to solve the first pain presented. There are pains clients are unwilling to solve. Growth strategy: With tools like LinkedIn you’re able to build a network and communicate messages to that network building credibility in a way we’ve never had access to before. Millennial, Mobile, and Global: Learn to be comfortable in conversations. Listen to what is said – and tailor your response to conversation content. Be polite and courteous. If you’re a jerk, no matter how smart you are, they won’t want to do business with you. Continuously reinforce your message within your network – stay in front of people – be intentional, be in contact. Enjoy about work: Jeff is passionate about the changing frontier within digital and content marketing, producing the right amount of the right content at the right level. Last word: Trust and follow your gut. Link to BIO: Jeff Antaya Bio

Diva Tech Talk interviewed Danielle DeLonge, Technology Learning Consultant at Plante Moran, the 14th largest accounting/consulting firm in the United States.  For 18 years, Plante Moran has been recognized on FORTUNE magazine’s list of the “100 Best Companies to Work For” in America. Describing her career path as a “jungle gym path” vs. a “ladder career path,” Danielle began her technology journey with a breakthrough Michigan-based organization: Automation Alley, where she facilitated an 8-chapter grant-funded statewide network of technology professionals (ConnecTech).   Then she became their Business Accelerator Client Champion, serving as the intermediary between entrepreneurs who wanted “seed” money, and those who funded them.  From there she was the Executive Director of Davenport University’s development of their Lansing campus. After a stint as a Project Manager for Xede, she moved to Plante Moran — first as an IT Consultant, and now in her current role. In this podcast, as the mother of a young daughter, Danielle discussed many things including achievement of life balance; aligning her skills with her community contributions; and the key attributes which contribute to her success:  agility, adaptability, building and fostering a strong network, and a predilection for both “listening and creating.” Danielle recommends a number of books including: LOVE IS THE KILLER APP, THE GIRL’S GUIDE TO HUNTING AND FISHING, REALITY IS BROKEN, and two books which her father gave her:  THE POWER OF NICE and NICE GIRLS DON’T GET THE CORNER OFFICE (all downloadable as part of an Audible 30 Day Trial at www.audibletrial.com/dt2.) Danielle’s top four leadership lessons for other tech women include: Never underestimate the value of clear communication. Learn how to facilitate productive conversations. Know your numbers. The tech field is growing and evolving, and you are always growing and evolving. There is a way for you to carve out a niche in this community, if you persist. For the full blog write up, make sure to check us out on online at www.divatechtalk.com , on Twitter @divatechtalks, and on Facebook at https://www.facebook.com/divatechtalk. And please listen to us on iTunes and Stitcher and provide an online review.

LeftFoot had the opportunity to attend a GroPro 20/20 Professional Services CMO event and interview several attendees for the LeftFoot podcast. Listen to what these Top Advisors have to say about GroPro 20/20 events … Jeff Berardi – CMO at K&L Gates; Brian Miske – CMO at KPMG MSPL; Nick Araco – Senior Director of Growth Strategies and Business Development at Drinker Biddle; and the CEO of the CFO Alliance; Jeff Antaya – Partner and CMO at Plante Moran

In this episode, DJ Van Keuren interviews Plante Morans's Ben Smith discussing some of the mistakes family offices make, what type of real estate opportunities there are for family offices and how Plante Moran helps family offices.

Plante Moran - The Millennial Career Playbook

StarburstThe sweet tooth crowd knows it as candy. For star gazers it's a gaseous collision in space. And now the financial failings at Chrysler have given the automotive world its own unique version of the noun, Pentastarburst! This nearly 85-year old company has seen troubled times before and has always cheated financial death. And though it might have done it again, this time it's not without some major consequences for everyone involved. Who knows if its famous Pentastar logo, by the end of it all, might not even lose a triangle or two.Joining John on his Chrysler panel to discuss the bankruptcy and where the company goes from here are representatives from the accounting, analyst & journalism worlds. Craig Fitzgerald is a partner from Plante & Moran, Jim Hall is a veteran auto observer from 2953 Analytics, and finally Kate Linebaugh, covers the auto industry for the Wall Street Journal.

While there’s been a lot of press on Chrysler’s bankruptcy, not much has been said about what impact bankruptcy will have on Chrysler’s suppliers. On this edition of Autoline EXTRA, John and his guests discuss what the outlook is for suppliers and if Fiat’s suppliers have a chance to enter North America now that it is allied with Chrysler. Also talked about during the discussion is what impact bankruptcy will have on states where Chrysler operates. Joining John in the discussion are Kate Linebaugh of the Wall Street Journal and Craig Fitzgerald from Plante & Moran.