Podcasts about public accountants

Many podcasters and content creators wait until tax season to look at the numbers, only to realize they've missed vital deductions or have no idea where their income is actually going. This financial fog leads to poor business decisions and unnecessary stress. In this episode of Podcasting Unlocked, Alesia Galati sits down with Ralph Estep Jr., the "Content Creator's Accountant," to discuss how to build a sustainable accounting system for your brand. We dive into the best software for tracking business expenses, the reality of transitioning to a daily podcast, and why your financial health is just as important as your download numbers. This week, episode 265 of Podcasting Unlocked is about financial tracking and tax strategies for content creators! Ralph Estep Jr. is a Public Accountant with over 30 years of experience helping entrepreneurs build profitable businesses. As host of The Content Creator's Accountant, he teaches content creators how to handle taxes, manage irregular income, and structure their businesses properly so they can keep more of what they earn and scale with confidence.In this episode of Podcasting Unlocked, Ralph Estep Jr. is sharing the importance of setting up a financial system as early as you can and actionable steps you can take right now to manage your money responsibility as a podcaster or content creator.Ralph and I also chat about the following: Implement a Real-Time Tracking System: Learn why starting your financial tracking today, using professional software rather than simple spreadsheets, is the only way to make informed business decisions throughout the year.The Daily vs. Weekly Cadence Debate: Discover how to evaluate if a higher frequency is right for your audience and your business goals, and the batch recording strategies needed to survive it.Identify Leaky Buckets in Your Budget: We discuss the common places where podcasters lose money, from unused software subscriptions to failing to plan for tax season.Transitioning from Hobbyist to Business Entity: Understand the importance of separating your personal and professional finances to protect your assets and simplify your growth as a content creator.Your podcast's impact is limited if your finances are in disarray. This week, take 15 minutes to audit your last month of business expenses and identify one subscription you no longer need.Be sure to tune in to all the episodes to receive tons of practical tips on turning your podcast listeners into leads and to hear even more about the points outlined above. Thank you for listening! If you enjoyed this episode, take a screenshot of the episode to post in your stories and tag me! And don't forget to follow, rate and review the podcast and tell me your key takeaways!Learn more about Podcasting Unlocked at https://galatimedia.com/podcasting-unlocked/ CONNECT WITH RALPH ESTEP JR:The Content Creator's AccountantWebsiteCONNECT WITH ALESIA GALATI:InstagramLinkedInWork with Galati Media! Work with Alesia 1:1Free Download: 15 Ways to Improve Your Podcast Proud member of the Feminist Podcasters Collective.

See omnystudio.com/listener for privacy information.

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   Justin and his guest, Jennifer Pack, RIMS 2025 Risk Manager of the Year, discuss her career and achievements, including Hyatt's VP of Risk Management. Jennifer describes how her membership in the RIMS Chicago Chapter and service on the Board impacted her career.   Jennifer helped align Hyatt's risk strategies with its evolving business model to ensure resilience in today's complex environment. Leading nearly 40 professionals, Jennifer's leadership and innovative risk solutions have helped strengthen Hyatt's risk management framework, to proactively identify risks and develop strategies to address them. Jennifer successfully redesigned and centralized Hyatt's Short-Term, Long-Term Disability, and Workers' Compensation programs, reducing manual processing by up to 80,000 hours, improving compliance, and reducing legal exposure. It is linked to millions of dollars in savings. Under her leadership, Hyatt's risk management team is overhauling Hyatt Hotels' fire safety with the first-of-its-kind Fire Life Safety Compliance and Governance Program, setting a standard for the organization and industry. The initiative includes the implementation of new technology, as well as auditing the 1,450 Hyatt hotels in 79 countries. Jennifer is a beloved mentor who has had an impact on many careers. She continues to demonstrate her commitment to advancing the risk management profession as an active member of the RIMS Chicago Chapter.   Jennifer's innovations may inspire your work for your organization's ERM program. Key Takeaways: [:01] About RIMS and RIMScast. [:16] About this episode of RIMScast. It is one of my favorite episodes to produce, with the Risk Manager of the Year. This year's honoree is Jennifer Pack, Hyatt's Vice President of Risk Management. We will talk about her success in ERM, captives, and more. [:48] RIMS-CRMP Workshops! RIMS is co-hosting an intensive four-day program which is your gateway to achieving two prestigious certifications, the DRI Certified Business Continuity Professional (CBCP) and the RIMS Certified Risk Management Professional (RIMS-CRMP). [1:08] This workshop will be held from May 19th through the 22nd in collaboration with DRI International. Links to these courses can be found through the Certification page of RIMS.org and this episode's show notes. [1:23] Virtual Workshops! On June 12th, Pat Saporito will host “Managing Data for ERM” and she will return on June 26th to present the very popular new course, “Generative AI for Risk Management”. [1:40] A link to the full schedule of virtual workshops can be found on the RIMS.org/education and RIMS.org/education/online-learning pages. A link is also in this episode's show notes. [1:51] We're at RISKWORLD this week but preparations are already underway for the RIMS ERM Conference 2025 on November 17th and 18th in Seattle, Washington. RIMS is accepting educational session submissions through May 20th. [2:08] The best submissions will address current and future challenges facing ERM practitioners as well as provide leading practices and concrete takeaways for a diverse audience of risk professionals from industries or organizations of varied sizes, disciplines, functions, and roles. [2:26] These include officers, leaders, managers, and students. The link to the submission form is in this episode's show notes. [2:35] While you are at RISKWORLD, be sure to take away some inspirado and channel it into an educational session submission for the RIMS ERM Conference 2025. Of course, mark your calendars for November 17th and 18th and I'll be sure to alert you when registration opens. [2:55] The RIMS Risk Manager of the Year Program aims to raise the profile of the risk profession and the outstanding programs the honorees have implemented within their organizations. [3:04] The award was created in 1977 and the Risk Management Honor Roll was added in 1981. The 2025 RIMS Risk Manager of the Year is Jennifer Pack of Hyatt. [3:16] As VP of Risk Management, Jennifer has transformed risk management at Hyatt, embedding a culture that has provided a launchpad for organizational success. Her innovations in captive management also earned her this award. [3:28] Jennifer is a long-standing member of the RIMS Chicago Chapter and an all-around fantastic professional. Her profile will soon appear in the Awards Edition of RIMS Risk Management magazine. [3:40] Jennifer will receive the award on May 5th at 4:00 p.m., on the main stage at RISKWORLD. We're going to get to know her a little bit now. We'll talk ERM, captives, Chicago RIMS, hotel and hospitality, and more. [3:57] Interview! RIMS 2025 Risk Manager of the Year, Jennifer Pack, welcome to RIMScast!  [4:34] Jennifer has been at Hyatt, for going on 18 years. She can stay at any hotel she would like! [5:03] Some people like to leave their jobs every few years for a new company and skills. Jennifer's career at Hyatt has been an adventure! She hasn't been doing the same thing for 18 years. Every couple of years, she gets new roles and responsibilities. She's constantly learning. [5:24] She has a foundation of knowing whom to go to, what the systems are, and how to get things done. There's a base familiarity but with some excitement and learning opportunities. [5:36] If the feeling of being able to learn and grow ever stops, Jennifer will think about leaving. She's enjoying her time. It seems like she's working or a new company all the time. They're transforming. They're changing. The risk landscape is changing. There's never a dull moment. [5:56] Justin feels the same way about working at RIMS! He started as a writer but then got these responsibilities and they took on sort of a life of their own and attracted more of an audience. It's more work, but it's more fun and rewarding. [6:25] Jennifer joined Hyatt in a group called Compliance and Controls. She was hired to set up their Sarbanes-Oxley department. In reaction to the financial crisis after the downfall of Arthur Andersen and Enron, Sarbanes-Oxley was born and Jennifer became an expert on it. [6:58] Jennifer launched that group and then it was moved into Internal Audit where they were exposed to a lot more people and systems. Jennifer had the opportunity to backfill someone in the Risk Management department and never left. She's been in the risk function for 15 years. [7:30] When Jennifer joined the risk group it had seven risk practitioners in the corporate office. There were five or six Occupational Health Managers in the field, helping with Workers' Compensation and occupational safety. There are over 35 full-time members now. [8:09] They've taken on new roles in the 15 years: physical security, business resilience, fire life safety compliance, and other health and safety functions in the company. They could probably use a few more people but they're doing well. [8:38] The risk profile of the company has changed. The geopolitical risk profile of the world has changed. Hyatt's offerings have changed. They used to be mostly business, group, and convention, and now they lean into leisure, travel, and all-inclusive, which have different risks. [9:16] Hyatt has tripled its resort rooms and quintupled its lifestyle rooms since 2017. A lifestyle room is about meeting clientele where they are. Millennials want to travel the world and experience the environment, such as an attached nightclub in Miami or New York. [9:55] They're unconventional hotels with the framework of a well-known brand, where guests have comfort, safety, security, cybersecurity, and loyalty points while feeling like they're in a niche hotel with great and different experiences. It feels like a boutique, attached to the brand. [11:06] Social inflation is a risk. Liability insurance has gone up because claim payouts have gone up tremendously. Claim attorneys are targeting hospitality. [12:12] Hyatt is thinking globally about health, safety, and security, making sure policies are locked down, training is locked down, and people know how to report an incident, and when to report it. How do you de-escalate an incident to win the guest back? [12:36] Saying, “I'm sorry that happened to you. Here are some points. We care about you,” reinforcing that, versus saying, “Let my insurance company deal with it.” That's the last thing we want. If our guests had a bad incident, they had a bad experience. [12:51] Especially if you're traveling on leisure with your family, you want to know that you'll be taken care of. There's an expectation that you're going to be safe and secure. Hyatt wants to make sure to bring the level of care to them that they deserve. [13:07] Hyatt is working on the front end to retrain employees on ramping up safety and security measures and knowing how to respond when an incident happens. [13:18] Then, if it gets into the claims section, the claims management team has new robust processes to manage claims to drive down exposure. On the insurance procurement side, Hyatt is leaning into its captive to take on much higher retention in-house. [14:09] Hyatt is asking leadership in the field to bring education and awareness to the importance of risk management, what's at risk, and what the current legal environment is, and overlay that with wanting to care for people. Hyatt cares about the guest experience. [14:43] This is a macro-level environment. If you have litigation system abuse across the country, what are insurers doing about it? What are brokers doing about it? What are corporations doing about it? [14:56] Jennifer gets with her peers in the hospitality industry, working in their respective associations, to address these issues at the state and federal levels, change laws, and push for tort reform and disclosures of litigation funding. [15:28] Hyatt has partnered with the American Lodging and Hospitality Association and is considering partnering with insurance companies. You can't just hope someone else will take care of the problem. It's a much bigger problem that we all need to address. [16:06] Justin points out that third-party litigation funding is one of the top initiatives and campaigns for RIMS this year. RIMS recently had the Legislative Summit in Washington, D.C., where third-party litigation funding was a top priority. It was a top RIMS talking point on the Hill. [16:38] Jennifer says Hyatt and the hospitality industry are in with RIMS on the issue of third-party litigation funding. If it continues, guests are going to have to pay more for a stay and for the experiences they want to have as rising risk costs are passed to the consumers. [17:04] Plug Time! RIMS Webinars! We are back on May 22nd, with GRC, a TÜV SÜD Company, and their newest session, “Asset Valuations in 2025: Managing Tariffs, Inflation, and Rising Insurance Scrutiny”. [17:22] On May 29th, Origami Risk returns to present “Strategic Risk Financing in an Unstable Economy: Leveraging Technology for Efficiency and Cost Reduction”. On June 5th, Zywave joins us to discuss “Today's Escalating Risk Trajectory: What's the Cause and What's the Solution?” [17:44] More webinars will be announced soon and added to the RIMS.org/Webinars page. Go there to register. Registration is complimentary for RIMS members. [17:55] Spencer's goal to help build a talent pipeline of risk management and insurance professionals is achieved, in part, by its collaboration with risk management and insurance educators across the U.S. and Canada. [18:16] Since 2010, Spencer has awarded over $3.3 million in General Grants to support over 130 student-centered experiential learning initiatives at universities and RMI non-profits. Spencer's 2026 application process is now open through July 30th, 2025. [18:36] General Grant awardees are typically notified at the end of October. Learn more about Spencer's General Grants through the Programs tab of SpencerEd.org. [18:46] On the 7th of October, the New Jersey RIMS Chapter will return to the beautiful Fiddler's Elbow Country Club in Bedminster, New Jersey for their Annual Charity Golf/Pickleball Event. [18:59] Registration is open and the event proceeds are used to fund the chapter's Spencer and Kids' Chance Scholarships. It was the filming location for the upcoming movie sequel Happy Gilmore 2. For more information, and to register, please NewJersey.RIMS.org. [19:21] Let's Return to My Interview with RIMS 2025 Risk Manager of the Year, Jennifer Pack! [19:47] Hyatt put a captive in place in 2013. Back then, Hyatt had huge insurance cost swings year-on-year that they couldn't forecast. It created a lot of “noise” on the balance sheet. They originally put the captive in place to take away that noise and remove wild cost volatility. [20:38] Over time, Hyatt started to see success and build up a surplus they saw the value of a captive, especially as market conditions changed. They brought in additional forms of insurance coverage with traditional deductible buy-downs with workers' compensation and GL. [21:04] They started to see the surplus build up and they were able to give some of the surplus back to the participants and drive down their premium cost. [21:14] In the pandemic, the hospitality business came to a halt. Before the pandemic, Hyatt's average occupancy around the world was over 75%. In April 2020, it dropped to 6%. The owners of Hyatt were under extreme pressure. [21:43] Jennifer had an extra surplus in the captive and was able to give relief to the owners and to the company in that year and the next couple of years. Claim volume went down due to lower occupancy. Hyatt used some of that cash to fund large acquisitions. [22:19] That's when Hyatt saw social inflation in gaps in coverage. There was no coverage for a pandemic. Through the captive, Jennifer was able to offer that coverage to the owners. She offered wages and hours insurance to the owners. [22:48] Coming out of COVID-19, with the impact of social inflation, the captive took on larger line sizes and larger layers in its umbrella tower. They had some acquisitions in cyber. They bought the Apple Leisure Group. [23:36] In a lot of those services, Hyatt isn't providing the service but is almost like a travel agent, connecting you to the hotel, airline, or excursion. If there is an incident, the third party has the coverage. Hyatt has exposure for connecting you to the service. [24:01] Hyatt had to get creative with coverage for these new exposures, working with broker partners to fill those gaps. They did it largely with the captive, buying time until they could get a traditional product in place. [24:17] With the captive, Hyatt filled gaps, helped grow the business, and used it as a business enabler, providing cash, relief to owners, and coverage that may not have been commercially available, either to buy time or permanently fill a gap. It's been fun! [24:53] Jennifer regularly changes which hat she wears. As the captive President, she has to look at what Hyatt is doing to protect the captive and make sure it's adequately funded and complies with regulations. From a governance perspective, is Hyatt doing the right things? [25:21] Jennifer regularly brings in third-party experts to check the captive. Jennifer's decisions as President of the captive are through the lens of the captive and as the owner of this business, what they are doing to grow revenues, manage expenses, and keep an adequate surplus. [25:44] The captive doesn't run razor-thin. To have a forward-looking approach, it needs to have an adequate surplus, reserves, and cash in the captive. They're very conservative in protecting it. [26:06] From a corporate risk management perspective, when Hyatt needs to buy insurance, Jennifer asks, can we buy it from the captive? She sometimes has tough conversations with Hyatt about borrowing versus driving up investment income to protect everyone's interests. [26:37] Jennifer has to keep top-of-mind, which lens she's looking through, whether President of the Captive or Hyatt Vice President of Risk Management. She wears two hats, managing all the key stakeholders' needs and wants. [27:17] Some of the stakeholders are Hyatt, third-party owners, the corporation itself, and guests and colleagues with short-term and long-term disability and medical, adding value for the benefits team so they don't have to go to third parties for that insurance. [28:27] As the Captive President, Jennifer is looking at loss and expense ratios, reserve to operating ratios, surplus to premiums, and surplus to reserves, making sure that they're within the set ratios. They shoot for three to one. Anything above that number can go to participants. [29:09] They won't go below three to one so they are capitalized for future unexpected losses or to back up future business growth. Jennifer believes Hyatt is unique in having those ratios and guards in place. Jennifer is looking forward to future needs. [30:15] The captive evaluates from time to time whether to change the ratios to five to one or four to one. In the liability space, claims are growing. Some of the demands are wild and the settlements reached or not reached are eye-opening! [30:46] Jennifer explains the global risk management claims software that is now also used for incident reporting to the risk department. They look at data from all incidents and are seeing a trend and looking to what could come down the pike and new coverages they may need to offer. [31:44] The technology is supporting the department and overall risk management strategy. The captive is benefiting through better data on what's happening out there so they won't get blindsided by unusual trends that aren't yet seen in the claims. [32:19] Technology helps the captive to build out platforms to manage compliance, safety, and security in the environment. [32:28] The more data insights and comfort Jennifer has over the Health, Safety, and Security diagnostic at each property, region, and the globe, and overlays those with risk assessments Hyatt does, the more comfort she can get to take on more risks knowledgeably in the captive. [33:15] RIMS Plug! The first of hopefully many RIMS Texas Regional Conferences will be held in San Antonio from August 4th through the 6th, 2025. This groundbreaking event is set to unite the Texas RIMS Chapters and welcome risk management professionals from around the world. [33:34] Guess what, folks! Registration is now open! The advance rate is available through May 16th. A link is in this episode's show notes. You can also visit the Events page of RIMS.org to register. We look forward to seeing you in Texas! [33:50] Let's Conclude Our Interview with RIMS 2025 Risk Manager of the Year, Jennifer Pack! [34:04] Jennifer Pack is the RIMS Risk Manager of the Year 2025 and she has been such a wonderful guest. This episode is coming out the morning of the awards. We will see her onstage, for anyone who has the privilege of being there. [34:19] Jennifer is honored, excited, and a little nervous to be onstage at RISKWORLD for the award. A lot of the RIMS Chicago members will be there. Jennifer has a wonderful Chicago-based team that will be there. Jennifer's parents and her husband are coming. [36:26] Jennifer says moving up the ranks at Hyatt and RIMS Chicago has been a fun and wild ride! The growth in her career, switching from being a Public Accountant to Auditor to Risk Manager has been fun with a lot of learning. [36:54] Jennifer tries to lead and grow with optimism, fun, and humor. She's been able to grow and develop a team under her. It's been a really interesting 18-year adventure. [37:11] Once Jennifer was exposed to RIMS, it opened her eyes to the wealth of resources, friendship, collaboration, and knowledge-sharing. It's been such an excellent experience for her. She couldn't be prouder of the Chicago Chapter and the great things they do to develop talent.  [37:43] Jennifer says since COVID-19, it's been wonderful to see the number of people who attend the outings and forums. It's great to have such a great community and seeing them regularly is impactful. [38:06] Jennifer is Risk Manager of the Year. The Rising Star is Megan Smalter, who has had a wonderful time with the Chicago Chapter before moving to New York. In her role on the RIMS Chicago Chapter Board, and when she ran the Golf Outing, Jennifer has worked with Megan. [38:45] Julie Bean won the Heart of RIMS Award recently. Jennifer says it's great to have the bench of expertise of long-standing members in the Chicago Chapter. Jennifer learned from them personally and in professional settings. They're great for sharing ideas and working with. [39:36] Jennifer also mentioned Theresa Severson who was RIMS 2023 Risk Manager of the Year, with Kite Realty. There's a lot of talent and deep risk knowledge in the RIMS Chicago Chapter. There's a genuine camaraderie.  [40:30] Jennifer looks ahead to see companies leaning into the concept of full risk management philosophy. Risk management is so much more than just the insurance buyers. [40:45] Risk management is “How can we bring a risk management mindset to our enterprises? How can we be business enablers? How can we leverage the wealth of data and information that comes through our department to enable mindful growth in the business?” [41:05] It's “How can we help with ESG efforts, especially with the reporting? How can we mitigate risks to the company and not just to our financial tools of insurance? What can we do in loss prevention or mitigation?” [41:26] “What can we do in claims management with more expertise, as things heat up on the litigation side with social inflation and nuclear claims?” Jennifer sees Hyatt and other companies taking more risks in the captive's or balance sheet to offset what's happening.” [42:10] Risk managers are going to have to articulate that and bring solutions to the forefront of their companies. Jennifer is excited about the future. She's looking forward to launching and rolling out more technology solutions as Hyatt leverages all its data. [42:57] Jennifer knows her team can have a lot of positive impact on the organization and she's excited about it. [43:08] Special thanks and congratulations again to Jennifer Pack, the RIMS 2025 Risk Manager of the Year. A link to RISKWORLD coverage is in this episode's show notes via the Show Daily. [43:20] That will update this episode's show notes with a link to the RIMS Risk Management Magazine coverage in our special Awards Edition. More honorees from RISKWORLD will join us here on RIMScast soon. [43:35] Plug Time! You can sponsor a RIMScast episode for this, our weekly show, or a dedicated episode. Links to sponsored episodes are in the show notes. [44:03] RIMScast has a global audience of risk and insurance professionals, legal professionals, students, business leaders, C-Suite executives, and more. Let's collaborate and help you reach them! Contact pd@rims.org for more information. [44:21] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. [44:38] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [44:55] For the best reporting on the profession of risk management, read Risk Management Magazine at RMMagazine.com. It is written and published by the best minds in risk management. [45:09] Justin Smulison is the Business Content Manager at RIMS. You can email Justin at Content@RIMS.org. [45:17] Thank you all for your continued support and engagement on social media channels! We appreciate all your kind words. Listen every week! Stay safe!   Links: RIMS Texas Regional 2025 — August 3‒5 | Advance registration rates now open. ERM Conference 2025 — Call for Submissions (Through May 20) RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Risk Management magazine RIMS Now The Strategic and Enterprise Risk Center Spencer Educational Foundation — General Grants 2026 — Application Dates Press Release: “RIMS Risk Manager of the Year Goes to Hyatt's Jennifer Pack” RIMS Webinars: RIMS.org/Webinars “Asset Valuations in 2025: Managing Tariffs, Inflation, and Rising Insurance Scrutiny” | Sponsored by GRC, a TÜV SÜD Company | May 22, 2025 “Strategic Risk Financing in an Unstable Economy: Leveraging Technology for Efficiency and Cost Reduction” | Sponsored by Origami Risk | May 29, 2025 “Today's Escalating Risk Trajectory: What's the Cause & What's the Solution?” | Sponsored by Zywave | June 5, 2025   Upcoming RIMS-CRMP Prep Virtual Workshops: CBCP & RIMS-CRMP Exam Prep Virtual Bootcamp: “Mastering Business Continuity & Risk Management” | May 19‒22, 2025 | In Collaboration with DRI International Full RIMS-CRMP Prep Course Schedule “Managing Data for ERM” | June 12 | Instructor: Pat Saporito  “Generative AI for Risk Management” | June 26 | Instructor: Pat Saporito See the full calendar of RIMS Virtual Workshops RIMS-CRMP Prep Workshops   Related RIMScast Episodes: “Risk and Leadership Patterns with Super Bowl Champion Ryan Harris” (RISKWORLD 2025 Keynote) “(Re)Humanizing Leadership in Risk Management with Holly Ransom” “Risk and Relatability with Rachel DeAlto” “RIMS Risk Manager of the Year, Steve Robles, Los Angeles County” (2024)   Sponsored RIMScast Episodes: “The New Reality of Risk Engineering: From Code Compliance to Resilience” | Sponsored by AXA XL (New!) “Change Management: AI's Role in Loss Control and Property Insurance” | Sponsored by Global Risk Consultants, a TÜV SÜD Company “Demystifying Multinational Fronting Insurance Programs” | Sponsored by Zurich “Understanding Third-Party Litigation Funding” | Sponsored by Zurich “What Risk Managers Can Learn From School Shootings” | Sponsored by Merrill Herzog “Simplifying the Challenges of OSHA Recordkeeping” | Sponsored by Medcor “Risk Management in a Changing World: A Deep Dive into AXA's 2024 Future Risks Report” | Sponsored by AXA XL “How Insurance Builds Resilience Against An Active Assailant Attack” | Sponsored by Merrill Herzog “Third-Party and Cyber Risk Management Tips” | Sponsored by Alliant “RIMS Innovation with Archer” | Sponsored by Archer “Navigating Commercial Property Risks with Captives” | Sponsored by Zurich “Breaking Down Silos: AXA XL's New Approach to Casualty Insurance” | Sponsored by AXA XL “Weathering Today's Property Claims Management Challenges” | Sponsored by AXA XL “Storm Prep 2024: The Growing Impact of Convective Storms and Hail” | Sponsored by Global Risk Consultants, a TÜV SÜD Company “Partnering Against Cyberrisk” | Sponsored by AXA XL “Harnessing the Power of Data and Analytics for Effective Risk Management” | Sponsored by Marsh “Accident Prevention — The Winning Formula For Construction and Insurance” | Sponsored by Otoos “Platinum Protection: Underwriting and Risk Engineering's Role in Protecting Commercial Properties” | Sponsored by AXA XL “Elevating RMIS — The Archer Way” | Sponsored by Archer   RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars RIMS-Certified Risk Management Professional (RIMS-CRMP) RISK PAC | RIMS Advocacy RIMS Strategic & Enterprise Risk Center RIMS-CRMP Stories — Featuring RIMS President Kristen Peed!   RIMS Events, Education, and Services: RIMS Risk Maturity Model®   Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information.   Want to Learn More? Keep up with the podcast on RIMS.org, and listen on Spotify and Apple Podcasts.   Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn.   About our guest: Jennifer Pack, VP of Global Risk Management, Hyatt Corporation   Production and engineering provided by Podfly.  

**For the subtitled video, please visit our YouTube channel:(25) Episode 31 (100th Episode overall in Spanish): Carmen Gladys Cauchi Andrade - YouTube In this special 100th episode, Carmen Gladys Cauchi Andrade, mother of Jaime Cruz, joins the show to share her inspiring life story. Born and raised in Peru, Carmen's journey began in the Peruvian Mountains, where her grandparents embarked on an incredible trek to Lima, the capital city. With determination and hard work, Carmen's father built a home and a garden in Rimac, where Carmen grew up.Driven by her passion for numbers, Carmen pursued an accounting certificate and later earned a Public Accountant degree, opening doors to exciting opportunities. Herimpressive career took her from the Ministry of Agriculture to Dasatour SA, atourism agency, where she combined her love of numbers with her desire totravel.Carmen's journey continued when she immigrated to the United States. While learning English, she lovingly cared for children. Her career path led her to Harrah's, where shebegan as a housekeeper and later transitioned to a seamstress. She left Harrah's and started a new career working for the Clark County School District, where she eventually retired.In her retirement, Carmen remains actively engaged in the Las Vegas community, volunteering with the local police departments, assisting with elections,and nurturing her passion for gardening alongside her husband, Roy.Carmen's message to anyone embarking on a migratory journey is resilience and perseverance. She encourages individuals never to give up and to embrace the challenges and opportunities that lie ahead. Carmen's inspiring storyserves as a testament to the strength and determination of the human spirit.

Upon graduating from Utah State University in 2001, I spent four years with PricewaterhouseCoopers, LLP, where I provided tax preparation and consulting services to privately held companies and their owners. Many of these companies were real estate developers and investors. This led to a position in private industry as the Tax Director of a large real estate company with more than $2 billion in assets. While there I was involved in residential and commercial rental property, real estate development, hospitality businesses (hotels and restaurants) as well as venture companies in various industries. This experience sparked an entrepreneurial spirit within me, and I continue to be involved in real estate investing to this day. I joined the Morrison, Clark & Company management team in 2017 and have used my extensive, direct experience serving the construction and real estate industries by heading up the Cost Segregation, Research & Development Credits, Opportunity Zone and 1031 Exchange specialties of the firm. In 2019, I was excited to join the MCC Partner group as a Tax Partner where I have the privilege of leading an outstanding group of professionals providing personalized services to our clients. Originally from Idaho, I stay actively involved in the community by serving on volunteer non-profit boards and participating in church leadership. I cherish spending time with my family, and I enjoy cooking outdoors for family, friends and neighbors. As a family we are highly involved in music, and our home is often filled with the sounds of cello, drums, piano and guitar. Certifications: Member of the American Institute of Public Accountants, Arizona Society of Public Accounts, and the Washington Society of Public Accountants. Previously served on the board of the Bridgerland Community Ice Arena, Inc., and the Kitsap County Community Development Corporation. I am currently licensed in in Arizona and Washington. Education: Bachelor of Science in Accounting and a Master of Business Administration with a concentration in Accounting from Utah State University. HIGHLIGHTS IN THE SHOW: 00:00 - Intro 01:34 - Justin's Background 06:40 - Left Field Investors 07:45 - Depreciation and Cost Segregation 10:07 - Real Estate Professional  14:32 - Limited Partner Tax Benefits 21:42 - Depreciation Recapture 24:29 - Cashing Out Your 401k To Invest 31:23 - Educational Resources 32:38 - Connect With Justin 33:50 - Bucket List Items CONNECT WITH OUR GUEST: linkedin.com/in/justinsjensen morrisonclarkcompany.com/real-estate/  CONNECT WITH OUR HOST: Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor ---------------------------------------------------------------------------------------------------------------------------- Follow us on social media @the.gentle.art.of.crushing.it Listen, like, subscribe, comment: http://thegentleartofcrushingit.com/

On the 230th episode of You Know I'm Right, Nick Durst and Joe Calabrese are joined by chef Michele Di Pietro for an exclusive interview to discuss: - When did she learn to cook? Experiences growing up in an Italian family? - Earning her B.S. in Business Administration from Georgetown University, working as Public Accountant at a top New York City firm (Ernst & Young, 1 of the "Big 4") - What was the moment she decided to leave her profession to pursue culinary arts? - What was it like working in various management roles for Whole Foods Market and developing “It's All About The Food” - Advice for people who want to pursue cooking as a career? - During the pandemic she decided to write a cookbook, SOUPified. Where did the idea come from to turn traditional dishes into soups? What was the process like writing a book? Did she think the idea was unique enough to sell? - What is the process like balancing using social media to promote/tease her work and does certain content work better than others? - What are her personal favorite dishes to cook? - Favorite and least favorite holidays to cook for? - What celebrities would she like to cook for? - When creating a new dish, what is the trial-and-error process like? When experimenting, whose taste buds does she trust the most: family or friends? - “You Know I'm Right” moment

See omnystudio.com/listener for privacy information.

Queensland's tax code is changing, and investors with properties in the state might be in for a surprise. In this episode of The Smart Property Investment Show, host Phil Tarrant sits down with Tony Greco, general manager of technical policy at the Institute of Public Accountants, to parse out everything Queensland investors should know about the forthcoming changes. Tony explains how an investor's entire portfolio, including properties in other states, will now be taken into account when determining an investor's annual land tax. The duo discuss some of the potential repercussions of this change, including deterring landlords from participating in the Sunshine State's property market, and how reporting is likely to work when the changes roll out next year. Tony also walks listeners through some examples of how an investor's tax bill might change once the amalgamation rule comes into effect. If you like this episode, show your support by rating us or leaving a review on Apple Podcasts and by following Smart Property Investment on social media: Facebook, Twitter and LinkedIn. If you would like to get in touch with our team, email editor@smartpropertyinvestment.com.au for more insights, or hear your voice on the show by recording a question below.

Timothy shares his inspirational life story and how he shifted his career as a certified Public Accountant to an Ordained Minister to a Master of Multiple Ancient Arts & Sacred Sciences (Meditation, Reiki, T'ai Chi, Yoga & Qigong) and finally finding his true purpose of authoring children's books. His inspirational, whimsical and loving spirit shines through as he speaks about the books and the meaning behind them which have touched parents and children's lives for many years. Website: www.timothystuetz.com/freebies === Guest Bio === I've now been blessed to write more children stories than anyone alive! 86 to date, with many more coming. All my entertaining and educational family stories and courses are created with God's Grace, my wisdom, creativity, radiant love and knowledge of ancient arts and sacred sciences. These stories and courses switch on the love, bliss and brilliance genes in all generations. Over the past 40 years I've helped tens of thousands leap over some of life's most difficult challenges with grace and ease to experience the wonders of vital health; the freedom of financial wealth; the bliss of a quiet, focused mind; the joys of loving relationships; the infinite powers of their soul; and seeing their dreams come true. ============== Subscribe to the RealLaurenLive YouTube channel for Spirituality | Health | Lifestyle videos! Visit the @RealLaurenLive on Instagram and check out https://Lauren.live for more info. You can also find weekly FULL episodes of the Lauren.live podcast every Friday on your favorite platforms including Apple, YouTube, Spotify, Google, TuneIn, IHeartRadio, and Amazon Music. ============== #RealLaurenLive #TimothyStuetz #FairyTalesOfTheHeart #ChildrensBook #ChildrensBooks #Whimsical #Imagination #SpiritualPodcast #SpiritualGrowth #SpiritualJourney #Spiritual #Awareness #Consciousness #Conscious #ChildrensStories #ConsciousParent #ConsciousParenting #ConsciousLiving #ConsciousChildren #IndigoChildren #SpiritualChildren #Awake #GoodEnergy #SpreadingLove #LovingMessage #WhiteLight #LightWorker #LightWorkers #EnergyWork #Spirituality #Love

Tomar acción acerca de poner en práctica la inclusión, la diversidad y la equidad son aspectos de gran valor añadido para el desempeño de las instituciones privadas y públicas. Carmen Enid Vélez Tirado nos comparte cómo ha logrado interceptar la visión dentro su práctica profesional como líder. Desde la vicepresidencia del Comité de Diversidad e Inclusión en el Colegio de Contadores Públicos de PR ejerce voluntariamente la encomienda. Conecta con ella a través de https://pr.linkedin.com/in/carmen-véleztirado, también conectando con www.colegiocpa.com.   - - -  Inclusive and Diverse Institutions To take action based in the best practices used for inclusion, diversity and equity, is a great value aspect for the performance of any public and private institution. Carmen Enid Vélez Tirado share with us how she has managed to introduce the vision in her professional practice as a leader and also as a vice-president of the Diversity and Inclusion Committee at the School of Public Accountants of PR, where she works as a volunteer. Connect with her via https://pr.linkedin.com/in/carmen-véleztirado and www.colegiocpa.com.

On this episode, Ami Kassar interviews Russell Hunter, owner and CEO of Colorado Mountain School, an entrepreneur who bought a business during the pandemic - we'll discover what he's learned and how it's going. After graduating with an accounting degree, Russell spent a very short nine months working as a Public Accountant. He chose to step off the tracks and become an outdoor educator and mountain guide. After two decades of leading others in the mountains, Russell saw an opportunity to become an owner of a mountain guide service and an avalanche education school. As an owner/CEO, Russell brings together all of his experiences as an accountant, leader, adventure seeker, and risk manager to lead his two companies. Russell strives to advance a growing industry into a more professional industry that provides opportunities for guides and instructors to make a real livelihood doing what they love to do, teaching others to play in the mountains, and igniting passionate living! Recorded 06/03/2022.

In this special episode of the One Voice podcast, editor Philip King speaks to panel members for this week's International Council for Small Business conference, “Why do we measure economic success by unicorns?” The three guests are emeritus professor Dr Roy Green, who is special innovation adviser at the University of Technology, Sydney; Nick Kamper, chief executive of Purpose Bureau, Australia largest ESG information specialist; and Vicki Stylianou, who is group executive, advocacy and policy at the Institute of Public Accountants and joint chair of the conference. They discuss the legitimacy crisis in the global economy, how to better manage natural resources and how to factor environmental, social and governance issues to the measurement of human progress.

Sam is the owner of Tall Books, an Australian -based bookkeeping business. He is passionate about small business and the role he plays in assisting business owners to succeed. Sam is a member of the Institute of Certified Bookkeepers & the Institute of Public Accountants. When he's not working Sam enjoys playing the piano, gaming, and learning new languages.In this interview, Sam shares insights on challenges and opportunities of responsible data use for small businesses owners.

NJCPA member Joe Tarasco, CPA, is back to share his insights on several key trends expected to impact CPA firms in the rest of 2022 and beyond. He weighs in on the Great Resignation, flexible work arrangements, employee skill development, succession planning, technology adoption, advisory services and more.  Resources:Learn more about Joe and Accountants Advisory Group Attend Joe's session, “Trends in Public Accountant and Future Predictions,” at the NJCPA Convention & Expo, June 14-17 in Atlantic CityWatch our previous episode with Joe, “The Surging CPA Firm M&A Market”

NJCPA member Joe Tarasco, CPA, is back to share his insights on several key trends expected to impact CPA firms in the rest of 2022 and beyond. He weighs in on the Great Resignation, flexible work arrangements, employee skill development, succession planning, technology adoption, advisory services and more.  Resources:Learn more about Joe and Accountants Advisory Group Attend Joe's session, “Trends in Public Accountant and Future Predictions,” at the NJCPA Convention & Expo, June 14-17 in Atlantic CityWatch our previous episode with Joe, “The Surging CPA Firm M&A Market”

NJCPA member Joe Tarasco, CPA, is back to share his insights on several key trends expected to impact CPA firms in the rest of 2022 and beyond. He weighs in on the Great Resignation, flexible work arrangements, employee skill development, succession planning, technology adoption, advisory services and more.  Resources:Learn more about Joe and Accountants Advisory Group Attend Joe's session, “Trends in Public Accountant and Future Predictions,” at the NJCPA Convention & Expo, June 14-17 in Atlantic CityWatch our previous episode with Joe, “The Surging CPA Firm M&A Market”

At this month's CoCanberra / NENA Canberra Regional Hub we welcomed Sam Byrne, secretary of the Co-op Federation, and Richard O'Leary, Chair of the Co-op Federation. The Co-op Federation is a peak body co-operative representing and servicing co-operative enterprise in Australia. They do a great job of providing on the ground, practical support for their members, including extensive training for board members. Find out more about co-op federation at https://fed.coop/ Sam has been an active member and director in the co-operative sector for more than 25 years. He became a director of the Federation in 2013 and secretary in 2016. He is also a former Mayor, and a director of Local Government Super. Sam holds a Masters of Management from the University of Technology, Sydney and is a Fellow of the Australian Institute of Company Directors. He is passionate about the co-operative enterprise model that delivers benefits to members and their communities rather than simply profit to often distant shareholders. Richard has more than 50 years of experience in all forms of co-operative enterprise and apart from Chairing the Co-operative Federation, he is Deputy Chair of Regional Development Mid North Coast, a member of the Executive Council of NSW Farmers, and a Fellow of both the Institute of Public Accountants and the National Tax Agent's Association. He has had extensive involvement in local community organisations, where he has a commitment to provide an independent voice and good governance.

Health is wealth but we have to understand that wealth is pivotal to health as well.Today we have Certified  Public Accountant,  Reberca David of R. David & Associates join us as we break down the simplicity and importance of Financial Freedom and Tax Preparation.If you like what you hear or need a bit more of an explanation on a topic we covered or even didn't cover you could reach out to Reberca @Rdavidassociates on IG & FBTopics, ideas or general questions you want to be answered or covered by Big E & Jean can be forwarded to @Fotwpodcast on IG

Episode #22 π's Logic Accounting Brain (feat. Guy Pearson, CEO) recorded 8/2/2021 Guy Pearson, CEO | Chief Ignitioneer | Head Janitor Practice Ignition | Sydney, Australia 2 Trading Places and the Crescendo of Agricultural Economics 3 Being older than your father ever was 6 Aussie Rules IPA, Institute of Public Accountants 8 Do you want $20 in the bank or $20,000 at the end of the year? ***shout out to Xero, Skype, Google Suite, Dropbox*** ***shout out to Receipt Bank, Fathom, and Spotlight*** 11 An online ledger with an API, Bank Feeds, Single Ledger… god bless Xero 13 If you've traveled around the world, you probably bumped into an Australian 18 THE BIRTH OF… Interactive Accounting P/L 21 THE BIRTH OF… My Financial Solutions 22 THE BIRTH OF… My PIR (Property Investment Report) 26 Not doing any day-to-day work in your firm after 3 years! ***shout out to Josh Lance*** 28 Firm Ignition, Group Ignition, and Practice Ignition 30 THE BIRTH OF… Practice Ignition ***shout out to Stuart McLeod*** ***shout out to Matt Allen*** 35 When will everyone see the logic of running monthly retainers? ***shout out to Steph Hinds, Head Ninja @ Growthwize*** ***shout out to Rod Drury*** 37 The 3 F's 39 A Global Mindset from Day One ***shout out to Brendan Allen*** ***shout out to Tom Maxwell*** ***shout out to Don Miller*** ***shout out to Tiger Global*** ***shout out to Relay, Xero, Dext, Hubdoc, QuickBooks*** ***shout out to Karbon*** ***SPECIAL shout out to the Practice Ignition Team*** 49 Smarter Together, Better Together 50 It's the End of the Beginning… --- Send in a voice message: https://anchor.fm/sonsofcpas/message

Treasurer Josh Frydenberg this week announced a reduction in ASIC levies for financial advisers, taking fees back to 2018-19 levels. But how did we get to this stage where levies have been constantly rising year-on-year? In this episode of Accountants Daily Insider, the Institute of Public Accountants group executive of advocacy and policy, Vicki Stylianou, joins host Jotham Lian to provide context around ASIC's industry funding model and what it was meant to achieve. Vicki explores how fees have risen dramatically over the years for financial advisers, registered liquidators, and auditors, and delivers a compelling argument on why the government should initiate a blanket freeze for all practitioners. She also discusses the upcoming review of ASIC's industry funding model and what she hopes will come from it.

In this special edition of the OneVoice podcast, editor Maja Garaca Djurdjevic speaks to Vicki Stylianou and Matthew Cavicchia about a very timely topic – sustainability. Coinciding with the release the August/September edition of the Public Accountant journal – our sustainability special – Maja sits down with Vicki Stylianou, the IPA's group executive of advocacy and policy, and IPA analyst Matthew Cavicchia to explore the role accountants and businesses play in creating a greener world. From the IPA's own sustainability process to IFAC's guidance, the trio explore the concept of sustainability, integrated reporting, as well as the challenges and opportunities the new sustainability push presents. Vicki also unveils the IPA's future plans, which include the creation of micro credentials courses for members. This podcast was recorded from the comfort of our homes as we continue to respect social distancing measures. As always, we invite you to write to us with your suggestions and questions at onevoice@theipagroup.org.

T L Bushey is Chief Financial Officer at Gemini Group, responsible for managing the financial risks of the corporation, financial planning, and record-keeping, as well as financial reporting to the CEO and board of directors. He has over 33 years of financial experience and has been with Gemini since 2006. A member of the American Institute of Public Accountants and Michigan Association of Public Accountants, T L holds a Bachelor of Science in Business Administration from Central Michigan University. » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/channel/UCqNX… » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

It’s a big spending budget with an even bigger net debt approaching $1 trillion. But what does it all mean for the profession, and how will it impact your clients? The Institute of Public Accountants’ general manager of technical policy, Tony Greco, joins host Jotham Lian in this week’s episode of Accountants Daily Insider to unpack all the big-ticket measures from this year’s budget that will have an impact on practitioners and their clients. Tony shares his initial reaction to the budget, tackling everything from tax cuts to superannuation, while taking a closer look at some glaring omissions that continue to haunt the profession.

Charlie Price, CPA (@chuckswilde) shares his career journey as well as how he was able to build a following and a 2,000+ FaceBook group (Marketing Success for Accountants and Bookkeepers).

In this special budget coverage episode of the One Voice podcast, editor Maja Garaca Djurdjevic speaks to IPA leadership to unpack one of the most important budgets in Australia’s history. Maja is joined by Andrew Conway, the CEO of the Institute of Public Accountants; Vicki Stylianou, executive general manager, advocacy and technical at the IPA; and the body’s general manager of technical policy Tony Greco. The IPA dissect the budget and reveal their thoughts on the government’s plans to boost jobs and inflate the economy. If you have any questions for anyone on our team, please get in touch with us at onevoice@theipagroup.org.

Managing a Global firm that is currently active in 5 countries with over 650 clients and growing, Nick reveals the secrets on how to provide an effective leadership while still working closely with your peers and his insights on the reality of the outsourcing industry. We catch up with Nick Sinclair, Founder and CEO of TOA Global as he shares: How to build and maintain culture across borders as an International company and how to inspire and care genuinely for your people Adapting to the different cultures as an international company, building connections and what it takes to attract exceptional employees His experience and process in offshoring and outsourcing globally His route and approach to outsourcing effectively What he would have done differently in his career and business Slow growth vs. Fast growth What his downtime looks like How Covid affected his business and his team from the most affected countries His love for snowboarding and the people he'd love to have a drink with. I often look back and go, "If I did things differently I wouldn't have gotten the result I got. and I wouldn't get the results I'm doing now by doing things differently" Profile Nick Sinclair is an experienced professional advisor, speaker and a leader when it comes to revolutionising the outsourcing industry for accountants. He is a passionate pathfinder who likes making an impact on the people he works with and currently leads about 1800 offshore team members providing services for their clients globally. His goal - to help Accounting firms make a difference! Nick has been nominated for numerous industry and leadership awards throughout the years and has been one of the leading speakers when it comes to accounting outsourcing. He has spoken to thousands of accountants from around the world and aims to do more to help them be better in serving their clients and avoid pitfalls. Some quick facts: Has been featured in Accountants Daily, SmartPayroll, Public Accountant: The Official Journal of The Institute of Public Accountants, IntuitQuickbooks, The Financial Observer and many other digital media outlets. Popular public speaker at the Accounting Business Expo, Xerocon, Accountants Technology Showcase and NAB Breakfast. A member of the Entrepreneurs Organisation Show Notes Richard Branson Jeff Bezos Andrew Van De Beek Contact Info You can find out more about Nick Sinclair and his firm TOA Global from their website: https://theoutsourcedaccountant.com/

From realizing his desire to be an advisor at an early age to successfully running his own accounting and financial planning firm and then working enormous hours to create the sensational growth of TOA Global - a business that emerged from a service he needed himself and scaled it globally to nearly 2000 staff. We catch up with Nick Sinclair, Founder of TOA Global as he shares: His journey with his first Financial Planning and Accounting firm 'Wealthfarm' from Zero to one of the largest planning businesses in Qld at the age of 20. His struggles using an outsourced provider and how he started a business from his own need Realizing need to delegate in order to scale vs control Self Awareness, knowing your limits, having the right people on the bus and being organised with your time. Work/life balance with 2 growing businesses, taking care of his family and the need to take a break from work. Importance of learning from others - reading, coaching and mentoring Inspiring and caring for your people and how he attracts exceptional employees Profile Nick Sinclair is an experienced professional advisor, speaker and a leader when it comes to revolutionising the outsourcing industry for accountants. He is a passionate pathfinder who likes making an impact on the people he works with and currently leads about 1800 offshore team members providing services for their clients globally. His goal - to help Accounting firms make a difference! Nick has been nominated for numerous industry and leadership awards throughout the years and has been one of the leading speakers when it comes to accounting outsourcing. He has spoken to thousands of accountants from around the world and aims to do more to help them be better in serving their clients and avoid pitfalls. Some quick facts: Has been featured in Accountants Daily, SmartPayroll, Public Accountant: The Official Journal of The Institute of Public Accountants, IntuitQuickbooks, The Financial Observer and many other digital media outlets. Popular public speaker at the Accounting Business Expo, Xerocon, Accountants Technology Showcase and NAB Breakfast. A member of the Entrepreneurs Organisation You can find out more about Nick Sinclair and his firm TOA Global from their website: https://theoutsourcedaccountant.com/ To find out more about RecruitmentExpert please go to www.recruitmentexpert.com.au or email Michael Edelstein: michael@recruitmentexpert.com.au

Kesulitan dan tantangan adalah sesuatu yang pasti dialami setiap dari kita. Dari sekolah, kuliah sampai bekerja. Setiap fase kehidupan memiliki tantangan yang berbeda. Dan tidak sedikit kesulitan dan tantangan membuat stress. Memiliki pengetahuan dan skill untuk bisa menghadapi stress adalah sesuatu yang penting. Ternyata, untuk bisa deal dengan stres dibutuhkan trik khusus supaya kita tidak kewalahan menghadapinya. Sharing 23 menit ini akan membahas tentang tips dan trik menghadapi stress dengan cara TRAP. Apa itu TRAP? Yuk kita dengarkan :) Jessica Arsianti merupakan seorang Public Accountant di Indonesia. Sempat vakum karena menjadi stay-at-home mom saat anaknya lahir, kesukaannya akan angka membawanya kembali ke dunia konsultan, hingga memulai JA Consulting, sebuah accounting consultant yang berfokus di segmen UMKM (small medium entities). Masa SMA dan kuliahnya dihabiskan dengan aktif di berbagai organisasi. Menjadi wakil ketua OSIS saat SMA sampai bergabung di angkatan pertama Buddhist Reborn. Beliau juga menyenangi anak-anak dan memiliki ketertarikan untuk terus berkarya dalam organisasi sosial membawanya menjadi guru Sunday School sejak tahun 2009 hingga sekarang. Saat ini, Jessica aktif sebagai ketua Buddhist Reborn Kids dan menjadi pengurus pusat Wanita Theravada Indonesia (WANDANI).

On this week's episode of Accountants Daily Insider, we take a closer look at the Institute of Public Accountants and the Association of Accounting Technicians and their plans for members this year. Host Maja Garaca Djurdjevic is joined by IPA chief executive Andrew Conway and All That Counts founder and director Lielette Calleja, who has recently joined the AAT as its chief accounting technician. Andrew and Lielette talk about the packed agenda that both the IPA and AAT have ahead for their members this year. They also discuss their thoughts on the variety of lockdown approaches by the state and territory governments through the COVID-19 pandemic, what might be on the cards for the 2021-22 federal budget, as well as when the IPA will resume running in-person events.

After weathering the storm that was all of last year, the Institute of Public Accountants has plenty on the agenda for its members in 2021. On this episode of The IPA Podcast, host Maja Garaca Djurdjevic is joined by IPA chief executive Andrew Conway and All That Counts founder and director Lielette Calleja, who has recently joined the Association of Accounting Technicians as its chief accounting technician. Both Andrew and Lielette talk about the packed agenda that both the IPA and AAT have ahead for its members this year. They also discuss their thoughts on the variety of lockdown approaches by the state and territory governments through the COVID-19 pandemic, what might be on the cards for the 2021/22 federal budget as well as when the IPA will resume running in-person events.

With the Accountants Daily 30 Under 30 Awards being delivered as a live broadcast on Thursday, 3 December at 7:30pm AEDT, we are bringing you a series of podcasts showcasing the finalists across a multitude of categories. In this episode, Accountants Daily editor Jotham Lian is joined by Ingrid Cronin-Knight, head of accountant management and acquisition at MYOB, principal partner of the awards, and two finalists who share how they are feeling about having gained recognition as part of the upcoming awards.

Around 5,000 accountants are set to benefit from mental health first aid training following an investment of $2.24 million from the government. The Institute of Public Accountants chief executive Andrew Conway joins host Jotham Lian to unpack what the project will look like over the next two years, what accountants can expect from the training, and why such training is so important for practitioners on the frontline. Andrew also reflects on the year that has passed, shares how proud he is of the profession, and offers some predictions for the year ahead.

IPA Group CEO Andrew Conway is back in the studio with the editor of the Public Accountant to discuss events in 2020 that have left a lasting impact on the accounting profession.  Mr Conway and host Maja Garaca Djurdjevic unpack the turbulent and unexpected events that have transpired and provide an outlook for the year ahead.     They discuss the hardships encountered by small business and their accountants, the government’s response to the COVID crisis and the economic worry.    Being Melbourne-based, Mr Conway talks about his personal experiences with the COVID shutdown and reveals how the IPA Group has dealt with the challenges.    And don’t forget to write to us with your suggestions and questions at onevoice@theipagroup.org.  

  In this special budget coverage episode of the One Voice podcast, editor Maja Garaca Djurdjevic speaks to IPA leadership to unpack the most anticipated budget in history. Maja is joined by Andrew Conway, the CEO of the Institute of Public Accountants; Vicki Stylianou, executive general manager, advocacy and technical at the IPA; and the body’s general manager of technical policy Tony Greco. The IPA trio talk about some of the most important measures announced on Tuesday evening and reveal their thoughts on the government’s plans to rebuild the economy post the coronavirus crisis. If you have any questions for anyone on our team, please get in touch with us at onevoice@theipagroup.org.  

In this special budget coverage episode of the MyBusiness Podcast, host Maja Garaca Djurdjevic is joined by a number of prominent figures in the small business space to unpack the most anticipated budget in history. From loss carry-back for businesses and temporary full expensing which builds on the expanded instant asset write-off, to tax incentives and the JobMaker hiring credit, our host and guests discuss budget 2020 and what it means for business. Maja is joined by Kate Carnell, the Australian Small Business and Family Enterprise Ombudsman; Andrew Conway, the CEO of the Institute of Public Accountants; Vicki Stylianou, executive general manager, advocacy and technical at the IPA; and the body's general manager of technical policy Tony Greco. Hear their thoughts on budget 2020 and gain more insight into some of the measures that could help your COVID recovery.

The JobKeeper program switches over on 28 September and with it a number of high-level changes that practitioners and their clients will have to wrap their heads around. On this episode of Accountants Daily Insider, the Institute of Public Accountants general manager of technical policy Tony Greco joins host Jotham Lian to discuss the new decline in actual GST turnover test, the two-tiered payment rate, and other key details. Tony also runs through some crucial action points for practitioners to work through with their clients over the coming days and weeks.

Episode 53 brings you the story of Echo Huang, a Certified Financial Planner, Public Accountant and Chartered Financial Analyst who is the founder and president of her company Echo Wealth Management. Echo was born and raised in China and thanks to Hong Kong TV, she became a dreamer. So at the age of 20, she left China for opportunity in the US with nothing but $800 to her name. Many years later, she has climbed her own ladder to become her own boss proving and wrote her first book, Own Your Future: One Woman's Story of Immigration and Financial Freedom, released earlier this year. She joined me to share some money tips for recession time and her amazing story which proves with courage, anyone can overcome adversity. You can find Echo @echohuangCFP or at www.echohuang.com and her services at https://www.echowealthmanagement.com/echo-huang Link to her new book Own Your Future: www.ownyourfuture.guru This podcast is for anyone who wants to use their time, money and energy more productively. My mission is to grow the culture of mindful, financially literate individuals who choose happiness over profits. I believe when you are truly happy, doing what you love and provide real value, people will notice and the money will come regardless. Imagine how great the world could be if everyone invested in themselves a bit more instead of wasting resources to impress people they don't even like? Be the change you want to see. Please Subscribe, leave a review, leave a rating and share with anyone who may get some value out of it :) Find it on Apple Podcasts, Spotify, Breaker, RadioPublic, and Google Podcasts or anchor.fm/highleyinvested @makemorecapital / @highleyinvested / www.makemorecapital.com Free Budget Tool: bit.ly/budgetbae Free PDF Create Your Own Passive Income Machine: bit.ly/pimachine Let's work together to make you a reliable passive investor! bit.ly/mmccoach Email or DM for Inquiries makemorecapital@gmail.com /highleyinvested@gmail.com Deuces, Jordan

On the fourth installment of our Fed Talks miniseries edition: Beers with Brent, we discuss Independent Public Accountants (IPAs) with Baker Tilly partner Brent Calhoon and special guest Nicole Owren-Wiest, a partner at Crowell & Moring LLP. Questions addressed include: What are IPAs and how are they utilized in the government contractor space? How have government contractors reacted to the use of IPAs? How do we expect IPAs to be utilized more going forward?

The coronavirus crisis has stacked burden after burden on already exhausted business owners, but now they're faced with more uncertainty in the shape of tax time 2020 and the ATO's presumably firm compliance approach. In this episode of the MyBusiness Podcast, the Institute of Public Accountants' general manager of technical policy, Tony Greco, joins host Maja Garaca Djurdjevic to discuss a broad range of issues weighing heavily on the minds of small and medium-business owners. From tax time 2020 and the considerations for recipients of stimulus measures to the ATO's compliance approach and the possible JobKeeper extension, tune in for an expert's view on these key issues and more.

With the first-ever Accountants Daily Australian Accounting live broadcast Awards 2020, hosted by Vince Sorrenti on Friday June 19 7pm AEST, we are bringing you a series of podcasts showcasing the finalists across a multitude of categories. In this episode Accountants Daily editor Jotham Lian is joined by Andrew Conway, CEO of the Institute of Public Accountants, Gold Partner of the awards, and two finalists who share how they are feeling having gained recognition as part of the upcoming awards.

Mitch welcomes Kerrin Simmonds in today's episode. Kerrin has been General Manager of the Institute of Public Accountants for the last 6 years. Prior to the GM position, she worked as Membership Development and Growth Executive for 12 months. Kerrin has a wide variety of experience in the financial industry, starting as a Junior Teller at Bank West at the age of 18 through to being a PA and event planner in various accounting and law-based organizations. Kerrin joins Mitch to discuss her career path and what she has learned from each position. She also discusses how she fits being a mother into her busy work life. Stay tuned to hear about: Kerrin's experience working at Bank West Moving to the IT department and what that involves at a bank The requirements for being a financial advisor in the past vs. now The impact the change on requirements has had on people that have been in business for years Fostering an experience with clients over selling a product for the sake of it How the IPA strives to foster community over being just an organization The partnership between the IPA and the IFX and its benefits for members The importance of prior accounts knowledge before opening a business Mum guilt and how it has affected her How the collapse of the mining boom affected the IPA operations Accepting short term pain for long term gain What Kerrin learned from setting up international events Mitch finishes the podcast by asking Kerrin a quick 5 questions: What are the most important qualities in business? What superpower would you have? What advice would you give your younger self? Who's your favourite footie team? What is your favourite book? The Institute of Public Accountants Kerrin Simmonds LinkedIn

Mitch welcomes Kerrin Simmonds in today's episode. Kerrin has been General Manager of the Institute of Public Accountants for the last 6 years. Prior to the GM position, she worked as Membership Development and Growth Executive for 12 months. Kerrin has a wide variety of experience in the financial industry, starting as a Junior Teller at Bank West at the age of 18 through to being a PA and event planner in various accounting and law-based organizations. Kerrin joins Mitch to discuss her career path and what she has learned from each position. She also discusses how she fits being a mother into her busy work life. Stay tuned to hear about: Kerrin's experience working at Bank West Moving to the IT department and what that involves at a bank The requirements for being a financial advisor in the past vs. now The impact the change on requirements has had on people that have been in business for years Fostering an experience with clients over selling a product for the sake of it How the IPA strives to foster community over being just an organization The partnership between the IPA and the IFX and its benefits for members The importance of prior accounts knowledge before opening a business Mum guilt and how it has affected her How the collapse of the mining boom affected the IPA operations Accepting short term pain for long term gain What Kerrin learned from setting up international events Mitch finishes the podcast by asking Kerrin a quick 5 questions: What are the most important qualities in business? What superpower would you have? What advice would you give your younger self? Who's your favourite footie team? What is your favourite book? The Institute of Public Accountants Kerrin Simmonds LinkedIn

Mitch welcomes Kerrin Simmonds in today's episode. Kerrin has been General Manager of the Institute of Public Accountants for the last 6 years. Prior to the GM position, she worked as Membership Development and Growth Executive for 12 months. Kerrin has a wide variety of experience in the financial industry, starting as a Junior Teller at Bank West at the age of 18 through to being a PA and event planner in various accounting and law-based organizations. Kerrin joins Mitch to discuss her career path and what she has learned from each position. She also discusses how she fits being a mother into her busy work life. Stay tuned to hear about: Kerrin's experience working at Bank West Moving to the IT department and what that involves at a bank The requirements for being a financial advisor in the past vs. now The impact the change on requirements has had on people that have been in business for years Fostering an experience with clients over selling a product for the sake of it How the IPA strives to foster community over being just an organization The partnership between the IPA and the IFX and its benefits for members The importance of prior accounts knowledge before opening a business Mum guilt and how it has affected her How the collapse of the mining boom affected the IPA operations Accepting short term pain for long term gain What Kerrin learned from setting up international events Mitch finishes the podcast by asking Kerrin a quick 5 questions: What are the most important qualities in business? What superpower would you have? What advice would you give your younger self? Who's your favourite footie team? What is your favourite book? The Institute of Public Accountants Kerrin Simmonds LinkedIn

Mitch welcomes Kerrin Simmonds in today's episode. Kerrin has been General Manager of the Institute of Public Accountants for the last 6 years. Prior to the GM position, she worked as Membership Development and Growth Executive for 12 months. Kerrin has a wide variety of experience in the financial industry, starting as a Junior Teller at Bank West at the age of 18 through to being a PA and event planner in various accounting and law-based organizations. Kerrin joins Mitch to discuss her career path and what she has learned from each position. She also discusses how she fits being a mother into her busy work life. Stay tuned to hear about: Kerrin's experience working at Bank West Moving to the IT department and what that involves at a bank The requirements for being a financial advisor in the past vs. now The impact the change on requirements has had on people that have been in business for years Fostering an experience with clients over selling a product for the sake of it How the IPA strives to foster community over being just an organization The partnership between the IPA and the IFX and its benefits for members The importance of prior accounts knowledge before opening a business Mum guilt and how it has affected her How the collapse of the mining boom affected the IPA operations Accepting short term pain for long term gain What Kerrin learned from setting up international events Mitch finishes the podcast by asking Kerrin a quick 5 questions: What are the most important qualities in business? What superpower would you have? What advice would you give your younger self? Who's your favourite footie team? What is your favourite book? The Institute of Public Accountants Kerrin Simmonds LinkedIn

On this episode of Thee CrazyFaceUno Podcast we welcome Nick Gloumakoff. Nick grew up in Long Island, NY and transplanted to the South Florida area several years ago. Nick and I met through a beach volleyball group here is South Florida and became fast friends. Nick's life has had its bumps along the way; however his ability to stay in the present, along with his desire to live the life he wants to live, has given way to the man he is today.  Listen in as Nick and I talk through the ups and downs of life, growing up, and who he is today. ENJOY!

Manuj Aggarwal and John North talk about the entrepreneurial journey and how to succeed in a dynamic environment.  What are you waiting for? Tune in now!In this episode, we will learn about:Making the most of every situation and being resilientKnowing when to give upOwn your brand and your processHow to get your marketing message clear and understandableThe 5 Stages of a BusinessBootstrapping vs. Raising fundsAbout John NorthJohn North is a five-time #1 International Best-Selling Author, a versatile and experienced entrepreneur with a solid background in Accounting, Banking, Finance, Personal Development IT, Marketing and Business Management. John currently holds a number of titles, including CEO of Evolve Systems Group, Associate Diploma in Business (Accounting) and Fellow of the Institute of Public Accountants. John's passion is to help business owners become more strategic and smarter about their marketing efforts. He constantly pushes the envelope of what's possible in this modern era and is widely regarded among his peers as very innovative and highly creative in his approach. He is also Founder and CEO of Evolvepreneur.club an online learning platform designed to empower entrepreneurs, coaches, consultants, authors, and podcasters to be massively successful online.Social Media Handles:Linkedin: https://www.linkedin.com/in/johnnorth1085/Website: https://johnnorth.com.au/indexWebsite: https://evolveglobalpublishing.com/indexThank you for tuning in!Thanks so much for being with us.Have some feedback you'd like to share? Please leave a note in the comments section!Hope you enjoyed the episode.Kindly share it with your friends. See acast.com/privacy for privacy and opt-out information.Support the show (https://tetranoodle.com)

GUEST BIO Darin Batchelder is the President and founder of TZK Capital - a driven company that focuses on the efficient brokering of financial institution loan portfolios. He has immeasurable experience in developing and managing complicated sales transactions and establishing long term relationships is his priority. Before TZK Capital, Batchelder was responsible for the sale of residential and multifamily whole loan pools for ABN AMRO Mortgage Capital Markets Group and was involved in over $4 billion in loan portfolio transactions. As a certified Public Accountant, he began his career with Price Waterhouse and PepsiCo where he was in charge of providing senior executives with business improvement recommendations. He then moved into the sales field working for Computer Associates and eCredit.com, providing finance executives with financial credit underwriting software solutions and helping customers in increasing their sales and improving their processes. Today Darin joins us as a multifamily syndicator having worn multiple hats: from passive investor (limited partner), to key principle, to minority gp, to an asset manager to lead sponsor. Join us in the lab for a deep dive on the lessons from each phase while still being an active business owner to this day. THE REAL ESTATE FOUNDATION 01:48 Guest Background - Who is Darin Batchelder? 04:15 Reason for turning into Real Estate 10:05 Hardest part of starting your own company 12:44 The process of trading loans between two banks 17:28 Transitioning into Real Estate 21:24 Value of being an Active Investor 26:38 How does a Structured Deal look like? KEEPING IT REAL 34:53 Best way to learn and partner with people 44:18 Best learning experience 49:00 Best Advice - “I wish I had done it 20 years ago” ANSWERS TO THE RAPID FIRE QUESTIONS IN THE SHOW: 54:24 Favorite book - Tools of Titans by Tim Ferriss 56:27 Best Habit - Reading the Bible 56:55 Best tool - having the mindset of getting successful 58:32 One 300 hundred unit vs three 100 units - three 100 units 59:59 Cash flow or Equity - Cash Flow 1:01:01 Self Managed or Outsource - Outsource 1:10:12 Importance of Social Media BOOKS MENTIONED IN THIS SHOW Tools of Titans by Tim Ferriss NOTABLE QUOTES (KEY LESSONS): When I talk to young people that are looking to get into large multifamily space, I say to them ‘I wish I had done it 20 years ago, I wish I had done it when I was younger'.. “It is much harder to do business when you have no capital, and no reputation and no experience, it's like you're raising capital millions of dollars.” CONNECTING WITH THE GUEST Instagram | Facebook | LinkedIn @batchelderdarin www.tzkcapital.com #ExperimentWholeLoanSales #ExperimentSyndicator #Syndicator #WholeLoanSales

Tanita Brinkley is a Public Accountant and a Partner of Brinkley Financial LLC, an award winning accounting company founded by she and her business partner in 2008. They have two office locations (one in downtown Norfolk VA and the other in NYC). Their clientele spreads over various industry sectors throughout the US. Tanita is also the sole owner of Tanita Brinkley Enterprises, which is an education based business that caters to the modern day entrepreneur through business coaching, online courses and informational blogs to keep you up to date and always in the “know”. Tanita has a passion to help business owners succeed in achieving their goals and pursuing their passion. She and her partner have helped hundreds of businesses and self employed individuals with taxes, bookkeeping, payroll, budgeting and business formation. With over 14 years of accounting and auditing experience, she plays an intricate part in building small business accounting systems. Her success stories include many IRS debt reductions, fixing bookkeeping nightmares, payroll cleanup, filing years of back taxes, and entity changes for tax benefits.Connect with Tanitahttps://brinkleyfinancialllc.comFacebook : Tanita Brinkley Enterprises LLCBrinkley Financial LLCInstagram: @tanitabrinkleyentreprises@Brinkleyfinancial*****************************If you are in Dekalb County, Atlanta GA check out Maurice Raeford, running for Community District 10*******************************Loving the podcast? Leave a rate and review!

John North is a 5 Time International Best Selling Author and a versatile and experienced entrepreneur with a solid background in Accounting, Banking, Finance, Personal Development IT, Marketing and Business Management.John currently holds a number of titles, including CEO of Evolve Systems Group, Associate Diploma in Business (Accounting) and Fellow of the Institute of Public Accountants.John's passion is to help business owners become more strategic and smarter about their marketing efforts. He constantly pushes the envelope of what's possible in this modern era and is widely regarded among his peers as very innovative and highly creative in his approach.You can connect with John on LinkedIn here: https://www.linkedin.com/in/johnnorth1085/Find out more about Evolve Systems Group here: https://evolvesystemsgroup.com.au/indexAnd Check out the Evolvepreneur app here: https://evolvepreneur.app/index