Podcasts about senior auditor

Today, we'll acquire something more from Chris Kolquist's over 20 years of experience in the freight industry! Chris explains the importance of operational expertise in evaluating companies, building partnerships over mere capital investment, the necessity for business owners to have clarity on their capital needs, and the value of thorough vetting of potential partners and creative partnership approaches in an overcrowded market!   About Chris Kolquist Throughout his career, senior executive and strategic leader Chris Kolquist has been a catalyst in driving commercial growth, positive financial results, and maximum shareholder value in challenging and hyper-competitive markets. He has built a noteworthy reputation for understanding investments, delivering ROI objectives, managing massive change, and building highly effective cultures. In 2021, Chris launched Koliway LLC, an investment and advisory firm specializing in investments, M&A transactions, board service, and advisory executive logistics work. Chris began his career with Arthur Andersen, where he served as Senior Auditor from 1998 to 2001, conducting audits, M&A transaction support, and financial due diligence for buy-side and sell-side clients. He earned a Bachelor of Arts degree in Accounting from the University of St. Thomas in St. Paul, Minnesota in 1998 and obtained his CPA license in 2001 (now inactive).   Connect with Chris Website: https://koliway.com/  Email: ckolquist@koliway.com  

Welcome to the Financial Institution Insights podcast. In our In the Spotlight series, hosts Alec Weibel and Jen Gureckis interview colleagues from BerryDunn to explore their areas of expertise and interests. In this episode, we welcome Kaylee Cavagnaro, a Senior Auditor in our Financial Services Practice Group. Kaylee talks about her career as an auditor and her experience working with banks and credit unions, as well as employee benefit plans. She also shares her enjoyment of working on recruiting for BerryDunn.

Martin Drastich je Senior Auditor v TÜV NORD Czech, která je členem nadnárodní společnosti TÜV NORD GROUP, jedné z nejvýznamnějších certifikačních autorit v evropském i světovém měřítku. S Martinem se v dnešním rozhovoru bavíme především o směrnici NIS2, která vejde v platnost už koncem letošního roku, a o certifikaci TISAX v automobilovém průmyslu. Probereme obecnou přípavu firem a zaměstnanců na implementaci nových opatření a předcházení rizikům.

Rehka Magon excelled as a child because of the mindfulness tools, community service, and travel experiences she received from a young age. When she began to form her own family, she realized that conventional schooling and family settings were more likely to hinder a child's growth rather than contribute to it. Rejecting the status quo, she co-founded Boundless Life – an organization that provides turnkey packages for families to move abroad, grow, and learn together. Rehka Magon is an ed-tech entrepreneur and avid world traveler. She is the founder of themindfulscholar.com and co-founder and Head of Education of Boundless Life.In this episode, Dart and Rehka discuss:- The digital nomad infrastructure that is competing with corporate jobs- Boundless Life's turnkey packages for families to move abroad- The profile of a digitally nomadic family- How to choose a location for effective relocation- What it takes to be location-independent from companies- Transformations experienced by families living abroad- Whether or not you can feel at home across locations- And other topics…Rehka Magon is an ed-tech entrepreneur and avid world traveler. Rehka transitioned from corporate life as a former Senior Auditor at KPMG to become the award-winning founder of www.themindfulscholar.com. After thousands of hours of research into different educational pedagogy, Rehka bridged various frameworks into her own educational structure and action plan, co-founding Boundless Life, an organization that provides turnkey packages for families to move abroad and grow together. Rehka holds her Bachelor of Accounting and Minor in Human Resources from McGill University, where she co-founded Toonies for Tsunami and raised over $26,000 in two weeks for Thailand relief efforts. She is also the current board member of strategic planning for Family Makeshop, an organization that defends a child's right to a meaningful education.Resources mentioned:Boundless Life site: https://www.boundless.life/ Boundless Life Instagram: https://www.instagram.com/boundlesslife/ Boundless Life Facebook: https://www.facebook.com/myboundlesslife/ Connect with Rehka:LinkedIn: https://www.linkedin.com/in/rekha-magon-28654395/ 

Welcome to the Financial Institution Insights podcast. In our In the Spotlight series, hosts Alec Weibel and Jen Gureckis interview colleagues from BerryDunn to explore their areas of expertise and interests. In this episode, we welcome Anthony “Tony” Cosentino, a Senior Auditor in our Financial Services Practice Group. He shares insights into his experience at BerryDunn, his work with larger banks, his work with FDICIA and internal controls, and how mentors have helped him throughout his career

About This EpisodeAs a Chief Financial Officer, Ashley Jones Lee demystifies the world of finance, debunking some common misconceptions about the field, and providing actionable advice to best deliver a clear message. She talks about the power of storytelling and how best to understand your audience in order to communicate most effectively. Drawing parallels from her own experience, particularly as a mother, Ashley discusses the importance of understanding and checking in with yourself to best assess and allocate your energy and attention. She also describes the process of defining success for yourself, especially as this definition likely changes over time. Above all, Ashley emphasizes the significant role of intuition in being bold. From social media and online presence to the future outlook of industries affected by AI, there is an underlying need for human perception and genuine connection. Tune in to learn more about inspirational leadership and the power of intuition and storytelling. About Ashley Jones LeeCurrently Chief Financial Officer at Uptempo, Ashley was brought in to enhance the financial sophistication and operational efficiencies of the organization. Previously, Ashley served as Chief Financial Officer and Acting Chief Technology Officer for Joyce University of Nursing & Health Sciences, where she directed a large team and oversaw accounting, finance, transformation, and technology. At SunteckTTS, Ashley served as the Director of Financial Planning & Analysis where she held P&L accountability and contributed to the company's sales, sell-side diligence, and documentation. At Conduent (formerly Xerox Business Services), Ashley worked her way up to Finance Director, Group CFO. She led international finance teams and managed budgets, forecasting, P&L, and more. Ashley's prior roles include serving as Senior Auditor for Liggett & Webb, P.A., Pricing Analyst for Conagra Foods, Tax Analyst for PGA of America, and Revenue Accountant for ADT Security Services, Inc. Ashley earned her Master of Accounting, with an emphasis in Forensic Accounting, from Florida Atlantic University and her Bachelor of Science in Finance and Accounting from Florida State University.                Additional ResourcesFollow Ashley on LinkedIn: @AshleyJonesLee

Here's another episode of Voice Over Par Charcha with Voice Artist Akshdeep Singh Vohra aka VoMaharajaAkshdeep Singh Vohra is a professional Indian Voice-Over & Dubbing Artist fluent in English (Indian), Hindi, and Punjabi. Trusted by renowned brands such as Amazon, BBC, Remitly, ICICI, Dulux, HP, Snapchat, McDonald's, and more, Akshdeep delivers exceptional voice recordings from his professionally equipped Home Studio.With a goal to give your script the perfect sound, Akshdeep's versatile voice can bring warmth, soothing tones, resonant vibes, or energetic and powerful expressions. With years of experience in both theatre and performing arts, Akshdeep's passion for voice-overs and dubbing led him to pursue his dreams, leaving behind a successful career as a Senior Auditor in a Big Four MNC.Akshdeep's remarkable achievements include providing his voice for Karnataka Railways AV, which was shared by Hon'ble PM Narendra Modi from his official Twitter handle. He also served as the Intro Voice for the globally hit song 'Jalebi Baby,' cast by Gil Green, director of multi-platinum artists like Akon, Camilo, Pitbull, Nicki Minaj, and more. Additionally, his voice-over work for AR Imperia's real estate film contributed to the company setting a Guinness World Record for selling a record number of homes within a short span of time.With his excellent communication skills and commitment to providing stellar entertainment, Akshdeep aims to give your script the exact sound you desire. Whether you need a conversational tone, warm and soothing narration, or a powerful and energetic delivery, Akshdeep has the talent and passion to exceed your expectations.

One of the challenges with traditional education settings is that you're bound to the same place for nine or more months every year. Slow travel, or really learning about a culture or community is difficult, if not impossible.   But the reality is that taking kids out of their comfort zones and letting them learn and live in other areas can teach them about kindness, purpose, building relationships, and so much more.   When this week's guest, Rekha Magon, tried to take her then kindergarten-age son overseas for a month, his teacher balked and expressed fear that he'd miss so much school. So Rekha pulled her son out of school and started building a learning platform that better suited her family's lifestyle.   Today that platform is Boundless Life, a turnkey solution for families to live, work, and learn while experiencing the world. They currently have three locations in Europe and are launching a fourth location in Bali this year. And families are embracing the idea so much that they're launching their own locations across the globe. About Rekha Magon: Rekha Magon is the co-founder and Head of Education of Boundless Life, a turnkey solution for families- to live, work and learn while experiencing the world. As an avid world traveler, ed-tech entrepreneur, & homeschool mama, Rekha is passionate about creating meaningful learning experiences that inspire children to question, create & innovate according to their own personal interests. Among other awards, she won first place in Canada's 9th Edtech Innovation Summit. With an accounting scholarship from McGill, she worked as a Senior Auditor at KPMG for many years before starting her own education technology company. Boundless Life aligns deeply with her own personal and professional values, and she is now leading the charge at Boundless Education.   Jump in the Conversation: [1:50] - Where Rekha's story of school transformation started [3:10] - Bringing mindfulness into school system [5:32] - Living a Boundless Life [7:17] - Locations - Portugal, Greece, Italy, Bali in July [8:16] - Community service component [9:30] - Making learning relevant and purposeful [10:27] - The importance of passion and purpose projects [11:33] - Interacting with local children [13:07] - Parenting and kindness are universal  [13:58] - What is slow travel and the benefits of it [17:17] - Being the pragmatist about living and learning abroad  [22:10] - Micro-schools are the future [23:28] - How to get out of lockstep of traditional education  [26:49] - The choice on how children are educated should be on the parents  [29:29] - Turbo Time [31:19] - What people need to know about student-driven learning [32:33] - The passion Rekha brings to Boundless Life [34:20] - How to be an activist to transform schools [35:58] - Rekha's Magic Wand [37:16] - Maureen's Takeaways Links & Resources Boundless Life Follow Boundless Life on Instagram Connect with Rekha on LinkedIn Ikigai Images Email Maureen Maureen's TEDx: Changing My Mind to Change Our Schools The Education Evolution Facebook: Follow Education Evolution Twitter: Follow Education Evolution LinkedIn: Follow Education Evolution EdActive Collective Maureen's book: Creating Micro-Schools for Colorful Mismatched Kids Micro-school feature on Good Morning America The Micro-School Coalition Facebook: The Micro-School Coalition LEADPrep  

Today's episode, we have an amazing guest, all the way from Spain, a Global Product Director Refinish Coatings at ROBERLO, S.A.U. company - Juan Pablo Franch Mazzino.Juan Pablo is a Business Manager with thorough cross-regional experience. Ample Sales and Marketing expertise along different functions, including P&L accountability. Pablo is known for his leadership capabilities aimed at mobilizing and energizing teams, especially in times of crisis.  In 1993, Juan Pablo started as a Junior Auditor at PwC. That was his first job while he was studying.  He became Bookkeping & Controlling within Finance Dept of small Copyright Company named Publisong Musical Editions and became Senior Auditorat KPMG in 1995. Auditing career up to Senior Auditor across different Industries (Chemicals, Textiles, Food & Beverages among others).   After more than 2 years in KPMG, Juan Pablo started his career at BASF located in Argentina. He started there as Controller Deco & Refinish Coatings. He was responsible for Controlling of Deco & Refinish Coatings Businesses in Argentina and, not more than a year later, he became the Marketing Manager Refinish Coatings of the company for more than 5 years. In Dec 2016, Pablo worked as Head of Commercial Transport EMEA Business at Akzo Nobel Coatings for more than 3 years. He spent years of life working in the same industry with different much higher positions and responsibilities. Pablo has over 20 years' experience in the Coatings and Automotive Markets.  And currently, he works as a Global Product Director Refinish Coatings at ROBERLO, S.A.U. - a family business specialized in the development, manufacture and sale of coatings and repair solutions for the refinish after market and industrial sectors. If you are interested in learning more about ClarityCoat, you can visit us here-Website: https://claritycoat.comFacebook: https://facebook.com/claritycoatofficialInstagram: https://instagram.com/claritycoat_official

As CFO, you are responsible for managing the organization's financial operations. You've got to be able to develop and implement strategies that will help your company achieve its financial goals. You might think your only role is dealing with the numbers, but that's far from the truth. For Chris Ortega, the role of a modern CFO expands beyond finance and accounting. He joins Megan to share what makes a great finance leader. Chris is the CEO of Fresh FP&A, a consultancy organization focused on finance transformation and scale solutions for businesses. He is a dynamic and empathetic financial leader with extensive experience in finance, accounting, FP&A, strategic planning and financial leadership. Before starting Fresh FP&A, Chris was the VP of Finance at Unsupervised and Emarsys, FP&A Manager at WebLink International, Senior Financial Analyst at Covance, Accounting Manager at ChaCha and Senior Auditor at Ernst & Young. In this episode, we discuss: -A fresh perspective on FP&A -Understanding financial transformation -The six key pillars of financial transformation -How can finance play a part in the decision-making process? -The benefits of getting a fractional CFO on board -What makes a great financial leader? -Tactical mistakes CFOs should be aware of Presented by Personiv https://insights.personiv.com/cfo-weekly

This episode shares stories from bereaved parents and handles the subject of baby loss, bereavement and grief. This week Jen and Caroline discuss their experience of returning to work after loss. They discuss tools for coping as well as how to ask for what you need when returning to work. Clare Worgan Head of Training and Education at Sands, talks about how her role involves researching and training individuals and professionals. A survey in 2018 which found 50% of employees felt unsupported, showed a gap in education for line managers and employers to be able to create a supportive workplace. Clare shares the benefits of the Sands Bereavement in the Workplace training, provides some useful ‘things to say' to those returning to work and explains what good support looks like. Jen and Caroline also speak to Nicola Evans, a Senior Auditor for NatWest Group and the co-chair of the Fertility & Loss employee-led network. Nikki talks about the experience of losing her baby Jane, and how she had a lack of support when she returned to work. Nikki also talks about the relationship between Sands and NatWest Group which partner up every year for Baby Loss Awareness Week. Nicola talks about how important the network is for the organisation and the work NatWest group do to support their employees. This episode has been supported by NatWest. Useful links To learn more about Bereavement in the Workplace training, visit training.sands.org.uk/bereavement-in-the-workplace/ To learn more about NatWest Group, visit https://www.natwestgroup.com/ ---Sands is here to support anyone affected by pregnancy loss or the death of a baby, whenever and however they need it. You can get support from thesupport pages of our website , by joining our online community or by joining our facebook support group or facebook support group for Dads --- Sands saves babies' lives and supports bereaved families. To learn more about Sands, visit our website or find us on facebook , Instagram and Twitter ---Voices of Baby Loss is produced by Under The Mast , creative audio productions

Welcome back to Clearing the Way. A resource for small business. I talk with sales and HR experts, other small business owners, and anyone else that can provide you with information to clear your way to success.  My guest today is Andrew Gradert, Co-Founder of Maestros' Sauce Company. Andrew graduated from West Liberty University with a Bachelors in Business Administration and Computer Information Systems. He received his MBA from Waynesburg University in 2012. Andrew began working at PPG as an IT Security Analyst in 2010. He moved on to become a Senior Auditor and Analytics Lead before starting his current role as a Global Data Governance Manager. In 2019, Maestros' Sauce Company was founded. Maestros takes pride in their ability to create sauces that satisfy a craving for both heat and flavor. As of September 20th, Andrew sits in 15th place out of 49, 6 spots ahead of me, in the North Strabane Disc Golf Handicap League. Andrew Gradert Website: https://maestrossauceco.com/ LinkedIn: https://www.linkedin.com/in/andrew-gradert-ab966b51/ Instagram: https://www.instagram.com/maestros_sauceco/ Facebook: https://www.facebook.com/CoMaestros/

173: Can You Manage the Finances as a Nonprofit Leader? (Alex Romero)SUMMARYAs a nonprofit leader, are you well versed in the management of budgets and financials for your organization? Can you forecast cash flow and establish internal controls to keep donors and board members happy? In episode #173 of Your Path to Nonprofit Leadership, we explore the fundamental financial skills you must master to excel at nonprofit leadership. Virtual CFO Alex Romero identifies some of the biggest financial challenges she sees nonprofit leaders facing today and how retaining virtual services might help you make good decisions before you put your organization in a bad spot. Alex shares the three financial management pillars for the overall health and sustainability of your organization and why they matter. ABOUT ALEXAlexandria Romero recently joined Chris Hervochon CPA CVA LLC accounting firm as a virtual CFO. Romero is a Certified Public Accounting from Colorado with an impressive list of accolades in accounting — a few which include the 2022 AICPA Outstanding Young CPA Award, a 2022 Colorado State University Department of Accounting Hall of Fame inductee, and a 2021 CPA Practice Advisor's “40 Under 40” Accounting Professionals. In her new role as a virtual CFO for Chris Hervochon CPA CVA LLC, Romero directs financial planning, financial reports and financial strategies for nonprofits and digital marketing agencies around the country. Romero previously served as Chief Financial Officer for Pueblo City-County Library District in Pueblo, CO, overseeing a more than $14 million budget. Her extensive accounting experience also includes positions as Senior Auditor and Tax Accountant for McPherson, Goodrich, Paolucci & Mihelich, PC in Pueblo, CO, as well as Accountant positions for Colorado Springs Housing Authority in Colorado Springs, CO and the Downtown Denver Partnership in Denver, CO. Romero also is an active member of the accounting industry, currently serving on the AICPA's Young Member Leadership Committee as chair and a board member for the Colorado Society of Certified Public Accountants (COCPA).EPISODE TOPICS & RESOURCES Daring Greatly: How the Courage to be Vulnerable Transforms the Way We Live, Love, Parent, and Lead by Brene BrownLearn more about Alex and her virtual services hereTake our Podcast Survey and let us know what you want to hear!Check out Patton's new book Your Path to Nonprofit Leadership: Seven Keys to Advancing Your Career in the Philanthropic Sector

George Azih is a  financial authority specializing in technical accounting and accounting research, who has served as an auditor for banks, insurance companies, and brokerage firms. Prior to LeaseQuery, he performed Accounting Research and Technical Accounting for a Fortune 500 company, where he specialized in lease accounting, sale-leaseback transactions, build-to-suit arrangements, debt restructurings, asset retirement obligations and purchase accounting. His previous experience also includes working as a Senior Auditor at a CPA firm, where he specialized in audits for financial institutions.

George Azih is a  financial authority specializing in technical accounting and accounting research, who has served as an auditor for banks, insurance companies, and brokerage firms. Prior to LeaseQuery, he performed Accounting Research and Technical Accounting for a Fortune 500 company, where he specialized in lease accounting, sale-leaseback transactions, build-to-suit arrangements, debt restructurings, asset retirement obligations and purchase accounting. His previous experience also includes working as a Senior Auditor at a CPA firm, where he specialized in audits for financial institutions.

Amanda Clifton is Staff Vice President, Technical Product Ownership at Centene Corporation, a publicly traded managed care company based in St. Louis, MO that serves as an intermediary for government-sponsored and privately insured healthcare programs. Centene was ranked 24th on the Fortune 500 list in 2021 with 2020 revenues exceeding $111 billion. Amanda has been with Centene for 10 years, rising through the ranks from Senior Auditor to Director of Provider Data Management and then Senior Director of Digital Transformation before being promoted to Staff Vice President of the Technical Product Ownership organization in 2020. Prior to joining Centene Amanda held leadership roles at Deloitte. Amanda holds a Bachelors Degree in Accounting and Management Information Systems from Southern Illinois University Carbondale and a Masters in Accountancy from Stetson University. Full disclosure, Centene is a client of Capacity, where Dave holds his day job as Chief Data Scientist - we'll discuss their engagement in a bit more detail during the program! 

Oulimata Sarr is the Regional Director for UN Women covering 24 countries in West and Central Africa, which is the United Nations entity for gender equality and the empowerment of women. With over 29 years of work experience, she also embodies expertise in private sector development for emerging markets. Prior to working at the United Nations, Ms. Sarr spent ten years at the International Finance Corporation (IFC) and also worked as a Senior Auditor with Ernst & Young in Senegal. Ms. Sarr holds a Bachelor of Business Administration from HEC Montreal and a Master of Business Administration (MBA) from the University of Bedfordshire.

Weil sein Grossvater und sein Vater geschäftlich viel in der Welt herumreisten und schlussendlich in Peru sich niederliessen, wuchs Hans dort auf und entschied sich mit 18 Jahren, an die FHNW in die Schweiz zu wechseln. Er meldete sich für den Studiengang Business Administration in Olten an, den er 2013 abgeschlossen hat. Nachher startete er seine Berufskarriere bei Deloitte Switzerland als Senior Auditor. Diese Zeit war sehr spannend für ihn, denn er hatte viel mit einem internationalen Umfeld zu tun. 2018 wechselte er zu Capco als Management Consultant, wo er bereits nach 5 Monaten kündigte und endlich seinen Traum verwirklichte. Der Start für die indagia AG wurde gelegt.

Robin L. Washington is currently a member of the Board of Directors of Alphabet, Inc. (parent company of Google), Honeywell International, Inc., and Salesforce.com, where she currently serves as chair of the audit committee. She is also a member of the Board of Visitors, Graziadio School of Business and Management, Pepperdine University; the Presidents Council & Ross Business School Advisory Board, University of Michigan; and the UCSF Benioff Children's Hospital Oakland Board of Directors.Ms. Washington served as Executive Vice President and CFO at Gilead Sciences, Inc., from May 2008–November 2019, where she oversaw Global Finance, Facilities and Operations, Investor Relations and the Information Technology organizations. Prior to Gilead, Ms. Washington was the CFO at Hyperion Solutions Inc. from 2005–2007. She also served as Senior Vice President and Corporate Controller of PeopleSoft, along with several other senior financial roles at the company from 1996–2005. Prior to PeopleSoft, Ms. Washington was Director of Finance for Tandem Computers, an Accounting Analyst for the Federal Reserve Bank of Chicago, and a Senior Auditor for Deloitte & Touche.Ms. Washington is a certified public accountant and holds a bachelor's degree in business administration from the University of Michigan and an MBA from Pepperdine University.

Orencio Cardenas, Senior Auditor at GM Sectec, shares his expertise and perspective on the cybersecurity challenges in the healthcare industry, including what healthcare CISOs need to know, and more. The Payment Security series is brought to you by GM Sectec. In this series, we will discuss how payment security is changing, how your company can ensure compliance, why being secure builds trust with customers, and more. With operations in 50 countries worldwide and headquartered in San Juan, Puerto Rico, GM Sectec has over 50 years of service in the technology and security verticals. To learn more about our sponsor GM Sectec, visit https://gmsectec.com/

Welcome to The Psychologists Podcast, where we talk about all things psychology through a very personal lens.Dave Englund, MAI, SRA, AI-GRS and his wife, Joanne Englund, CPA reflect on Dave's Benjamin Button-like journey back to college as a 65-year-old. What factors impact our biggest life decisions? Is it ever too late to finish unfinished business? And is doing extra credit genetic?Honorable Mentions:-“You don't know what you don't know”-Is it really true that ANYONE can (or should) go to college?-Matching law-Paper? ceilings -Shame and motivation-MAI designation in real estate appraisal (it's a big deal) https://www.appraisalinstitute.org › our-designations-“When the student is ready, the teacher will appear”-Don't go to college till you're ready-How your reason for going to school impacts your approach in the classroom-1974 vs. 2021 college pressures-Curiosity pulls, pressure pushes Memorable Moments:“I was taking a history course when Confederate statues were finally being taken down; I was in government class during an impeachment trial” (Dave)“You have to answer the right question…not, Do you feel like going to college and studying for 4 years and taking tests? That's not the question. The question is, Where do you wanna be?” (Joanne)-Dave Englund lives in Austin with his wife Joanne. He is a commercial real estate appraiser with 35 years in the business, and currently works as a commercial review appraiser for Frost Bank. Joanne is a CPA and works as a Senior Auditor for Travis County. Their hobbies are hanging out with each other and spending all their money on DIY home and yard improvement projects.-Gill Strait PhD and Julia Strait PhD are both Licensed Psychologists (TX) and Licensed Specialists in School Psychology (LSSPs, TX). They are alumni of The University of South Carolina School Psychology Doctoral Program (Go Gamecocks).Gill is a teacher, researcher, and supervisor at a university graduate psychology training program.Julia is a testing psychologist at Stepping Stone Therapy in Houston, TX: https://steppingstonetherapy.org/strait/ Instagram: @drjuliatx https://www.instagram.com/drjuliatx/?hl=en

Leah Koontz is the Vice President Controller of Southwest Airlines. Leah was the Senior Auditor at Ernst and Young before joining Southwest where she held numerous roles within the Finance Department. She currently oversees all Accounting and Financial Reporting, Tax, and Controlled Operations and provides Executive Support to the Communications and Outreach Team. She graduated from the University of Texas at Arlington with a BA in Accounting. --- Follow One Wish One Step on whichever platform you are on (rate/review on Apple Podcasts) and visit the Instagram/ TikTok @onewishonestep.

Join Mike Cavaggioni and Larry Pendleton on the 44th episode of the Average Joe Finances Podcast as they discuss the tax benefits of investing in real estate and the scalability of multifamily. Larry Pendleton is a real estate investor and CPA with a passion for adding value to fellow investors through tax consulting and accounting services. Along with PC Financial Services, he is currently Director of Finance for real estate investment firm RIZE Equity Holdings. Today, Larry shares his journey, from helping others minimize their tax liabilities to eventually investing in real estate himself. In this episode, you'll learn: ● The abundance mindset and why sharing information with others helps you grow as an investor and an individual. ● How scalability is essential when transitioning from single-family to multifamily. ● What the best practices are to build a tax plan into real estate investments. ● What depreciation is and how it benefits someone investing in real estate regarding tax. ● The importance of knowing the expertise of your current tax professional. ● And much more! About Larry Pendleton: Larry Pendleton has over ten years of accounting, tax, and auditing experience as a Certified Public Accountant. In addition, he brings more than seven years' worth of real estate investing experience as the Chief Financial Officer for C.P. Realty and Next Level Investments. He oversaw the accounting and finance of over 3 million dollars' worth of commercial real estate in that role. Simultaneously, Larry founded P.C. Financial Services, LLC., which provides nationwide tax consulting and planning for real estate professionals. Larry also has a track record of success in Internal Audits. He spent over five years as a Senior Auditor for three companies utilizing his expertise to drive cost efficiencies and grow their brands. As the Director of RIZE's Financial Operations, his business experience in real estate, combined with his educational background of a Bachelors and Masters in Accounting, means you will be dealing with a financial professional you can trust to maximize efficiencies on every investment. Find Larry Pendleton on: Website: https://linqapp.com/larrypendletoncpa LinkedIn: https://www.linkedin.com/in/larry-pendleton-jr-cpa-msa-493aa249/ Facebook: https://www.facebook.com/profile.php?id=100012395678547 Instagram: https://www.instagram.com/larrypendletoncpa/ Check out Average Joe Finances: Our social media links are all on our Flow Page: https://flow.page/avgjoefinances

In today's episode, Tom and Phil are joined by Lary Sides, Senior Auditor with Chevron's Audit Department, as they discuss how to stand out in the oil and gas industry with the Accredited Petroleum Accountant (APA) certification.  Lary details eligibility, preparation, the exam process, and retention of the certification, how to get started and how it's helped him in his 39-year career. Highlights:1:45 What is the Accredited Petroleum Accountant (APA) Program?3:49 How the APA credential helped Lary stand out in the industry6:03 Eligibility requirements for the APA credential8:07 Preparing for the APA Exam9:53 The process COPAS went through to create the APA Exam13:28  Why specialists outside the industry were recruited to assist in the creation of the exam14:08 How to take the exam16:11 Keeping the APA credential once it's obtained16:48 Why you should get certifiedAbout Lary Sides:Lary Sides is a senior auditor for the Non-Operated Joint Venture Audit Center of Expertise team, within Chevron's Corporate Audit Department.  He has 39 years of experience conducting joint venture audits and working with business units in joint venture accounting and audit issues for both US and international joint ventures.  Lary is an Accredited Petroleum Accountant (APA®) and Certified Internal Auditor (CIA).  Lary and Vicki Cromer chaired the COPAS Board of Examiners overseeing the APA® exam through its transition from an 8-part paper and computer-based exam to the current single exam format administered by Scantron.  Lary and Vicki were awarded the COPAS Eagle Award in 2017 for our efforts in developing and promoting the APA® credential.Lary is a past president of the Petroleum Accountants Society of Houston, member of COPAS, IIA, and former member of the AIPN.  He has served on writing committees for the COPAS auditing guidelines and other committees for COPAS and AIPN.Married with two adult kids and enjoys hiking, camping, fishing, and golf.Connect with Lary:https://www.linkedin.com/in/sidesl/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.

Former Big 4 Senior Auditor, Sophi Gorman, shares her career switch journey into law school. Listen to this week's episode as we discuss the excitement of being a first year staff and questions you must ask yourself when considering a career switch.

Als Gründer und Geschäftsführer der Unternehmensberatung Milz & Comp. ist Markus Milz einer der gefragtesten Fachleute, wenn es um Werkzeuge für die Wirtschaft geht. Der Mittelstandsexperte und sein Consultant-Team bieten Beratung, Konzeption, Umsetzung und Schulung aus einer Hand. Insbesondere für den Mittelstand hat Markus Milz systematische Module entwickelt, die messbare und nachhaltige Steigerungsraten bewirken. Markus Milz ist nicht nur als Autor, Trainer und Speaker aktiv. Er teilt sein Wissen auch als Dozent renommierter Bildungseinrichtungen und hält einen Lehrstuhl für Führung und Organisationsgestaltung an der Hochschule Fresenius an der SRH Heidelberg tätig. Nach seiner Zeit als Senior Auditor bei der KPMG AG und als Manager bei der Droege & Comp GmbH in Düsseldorf gründete der zweifache Vater die Beratungsunternehmen BERGEN GROUP Management Consultants GmbH und die Milz & Comp. GmbH mit Sitz in Köln. Markus Milz gilt als ausgewiesener Vertriebsexperte insbesondere für den Mittelstand und berät Firmen im In- und Ausland. Dabei ist er auf die Themen Strategie, Vertrieb und Führung spezialisiert. Markus Milz unterstützt seine Kunden dabei, die versteckten Bremsen zu entdecken und an den richtigen Stellschrauben zu drehen – für besseren Absatz und Erfolg. Dieser Berufspodcast richtet sich vor allem an Fach- und Führungskräfte und nicht nur, wenn sie auf Jobsuche sind. Wenn du an Karrierechancen interessiert bist, dann erhältst du für deine Stellensuche viele wertvolle Tipps von erfahrenen Experten. In Interviews kommen erfolgreiche Menschen mit Topjobs zu Wort. Was begeistert sie besonders bei ihrer Aufgabe? Wie haben sie ihre Führungsposition gefunden? Welche Aus- und Weiterbildungen waren für sie relevant? Erfahrene HR Profis informieren dich hier über die sich verändernden Anforderungen im Arbeitsmarkt. Damit bist du immer einen Schritt voraus und der Gestalter deiner erfolgreichen Karriere. CEO’s und Geschäftsführer schildern ihren Weg an die Spitze, damit du von den Besten lernen kannst. Sie geben dir viele wertvolle Tipps für deine berufliche Karriere. Weiters sind immer wieder interessante und auch bekannte Redner, Coaches und Trainer dabei. Lass dich auch von ihnen inspirieren und gestalte deine Karriere möglichst erfolgreich. Mein Name ist Christoph Stelzhammer, Inhaber der C. Stelzhammer GmbH veredelt vermitteln und des Berufszentrum.ch. Mitarbeitende zu Höchstleistungen zu bringen und in die richtigen Teams zu integrieren, gehört zu meinen Leidenschaften. Menschen erfolgreich machen und sie dabei zu unterstützen, auf ihrem beruflichen Lebensweg sich selbst sein zu können. Nimm dein Leben in die eigene Hand, folge deiner Bestimmung und lebe deine Talente. Als Fach- und Führungskraft stets authentisch aufzutreten und sich und andere erfolgreich machen. Dafür brenne ich und dieser Podcast ist auch Ausdruck meines persönlichen Lebenszwecks.

Ms. Hyepin Im is a former U.S. Presidential Appointee on the Board of the Corporation for National and Community Service and serves as President and Founder of Faith and Community Empowerment (formerly KCCD), a national nonprofit involved in empowering churches and nonprofits to leverage their resources by building capacity, leadership, and partnerships in economic development and serving as a bridge between the Asian American community and the greater community at large. Since its inception in 2001, FACE has had over 700 partners, ranging from the White House to Fortune 500 companies. Successful initiatives include educating over 10,000 homebuyers and helping them receive over $1.6 million in down payment assistance, saving over $91 million in mortgages from foreclosure, partnering with both FDIC and Freddie Mac in developing a Korean curriculum in financial literacy and homeownership, implementing a historic $5 million U.S. Department of Labor workforce development program, and hosting joint conferences with the White House and the U.S. Department of Housing and Urban Development to mobilize 5000 Korean American churches for economic development. Ms. Im is a frequent speaker who has been on CNN and NPR and who has been quoted in the Los Angeles Times and the Washington Post. She has presented at numerous conferences including at the White House, U.S. Department of Labor, Christian Community Development Association, and Federal Home Loan Bank of San Francisco. She serves on the Mayor’s Interfaith Collective, Community Advisory Board of MUFG Union Bank and Torrey Pines Bank,U.S. Army Advisory Board, the Pacific Council on International Policy, the Western Partner for the Council on Foreign Relations, and L.A. County Supervisor’s Empowerment Congress and Board of FTE (Forum for Theological Exploration) and Advisory Board for Pittsburgh Theological Seminary Urban Institute. In 2012, she was honored as Woman of Action by California Speaker of the Assembly John Perez.She was selected twice as Pioneer Woman of the Year by Council President Eric Garcetti and Councilmember Tom Labonge. She was also recognized by LAUSD School Boardmember as a Trailblazer for her work and advocacy for students. Los Angeles Magazine featured Ms. Im as “Ten Inspirational Women of Los Angeles in their September 2013 issue. Her previous positions include venture capitalist for Renaissance Capital Partners, Sponsorship Manager for California Science Center, and Senior Auditor at Ernst & Young. She has a B.S. from U.C. Berkeley, M.B.A. from University of Southern California, and M.Div., summa cum laude, from Wesley Theological Seminary.

In this episode we speak with Wayne Kawamura, Senior Auditor, City & County of Honolulu. This episode of Our Homes was hosted by Ryan Catalani. Our Homes was produced In partnership with Faith Action for Community Equity. Faith Action for Community Equity is a grassroots, interfaith 501(c)3 non-profit organization driven by a deep spiritual commitment to improving the quality of life for our members and all the people of Hawaii. Through our common values and collective power, we address the root causes of social justice challenges facing our community. More information can be found at www.faithactionhawaii.org Episode

In this episode Meredith Harper, CISO, discusses her career journey and pivotal roles on her path to CISO. Meredith speaks about her passions that have led her to where she is today and what drives her to keep challenging herself. She also shares tips on how she has navigated new roles and organizations to be successful as a leader. Tune in for an insightful discussion! Guest: Meredith Harper, CISOMeredith Harper serves as vice president and chief information security officer at Eli Lilly and Company. She is responsible for the company’s global information security program.Prior to joining Lilly in 2018 as senior director, deputy chief information security officer, Meredith served as chief information privacy and security officer at Henry Ford Health System, where she had ultimate responsibility for the protection of Henry Ford’s provider, insurance, retail and research businesses.Meredith is an active member of the Health Care Compliance Association and the International Association of Privacy Professionals. She holds dual certifications in healthcare compliance and privacy. She is certified as a HealthCare Information Security & Privacy Practitioner through the International Information System Security Certification Consortium Inc. and a Certified Information Security Manager through the Information Systems Audit and Control Association.She earned a master’s degree in health services administration and a bachelor’s degree in computer information systems from the University of Detroit Mercy. She also earned a master’s of jurisprudence in health law from Loyola University Chicago School of Law.Meredith serves on several advisory boards in support of empowering women and minorities to embark upon careers in technology, especially in information security. She has also served her community for 28 years through her Diamond Life membership in Delta Sigma Theta Sorority Inc.Host: Betsy HacklBetsy Hackl is a Senior Associate Information Security Assessor at Eli Lilly and Company. During her time at Lilly, Betsy was instrumental in creating the Information Security Third Party Risk Management program to combat one of Lilly’s top risks, “Insecure Third Parties”. In this role, Betsy works with business stakeholders to identify the highest risk Third Parties working with Lilly and determine the actions necessary to ensure our data and connections are secure. In addition to assessing third parties, Betsy also works on Merger, Acquisition and Divestiture deals, and is in the process of standing up an on-going monitoring program to continually monitoring third party organizations post-assessment. Prior to arriving to Lilly Betsy was a Senior Auditor at EY where she led the IT component of several SOX audits and created numerous SOC2 reports. She holds certifications in CISSP, CISA, GCED, GISP and CTPRP. Support the show (https://www.ewf-usa.com/)

Our guest this week is Katie Jennings, a Senior Auditor at Discover Financial Services in Chicago. Katie touches on all aspects of her career and the skills she uses everyday. She also looks back at her time in the chapter and talks about how she got involved teaching PPFB (Personal and Professional Foundations in Business). Please rate and review and make sure to subscribe for the latest episodes in your feed every Monday! Have any alumni you would like us to interview? Email us at wiconnectpod@gmail.com

Anthony Lewis is the Vice President of Value Portfolio Holdings at AT&T and a Walton College Alumnus. He has been with AT&T for 35 years. Before working at AT&T, Anthony worked as the Director of Finance at Telkom in South Africa and Senior Auditor at Ernst & Young. Anthony received his BSBA in Accounting from the University of Arkansas and MBA in Finance from The University of Texas at Austin.

We have a very special guest the Treasury Career Corner podcast this week, and that’s none other than Marc Vandiepenbeeck, Vice President & Assistant Treasurer at Johnson Controls. Mr Vandiepenbeeck joined Johnson Controls in 2005 and currently manages the Company’s capital markets, global liquidity, asset management (retirement plans), strategic banking relationships, and SEC reporting for treasury operations. In this role, he supports the JCI regional treasury centres in North America, South America, Europe, and Asia. Prior to his current position, Mr Vandiepenbeeck worked in regional treasury centres in Hong Kong, Brussels and Milwaukee. In 2009, Mr Vandiepenbeeck cofounded Whitewater Analytics, a software as a service Fintech Company that provides foreign exchange exposure management services for global companies. Mr Vandiepenbeeck still serves on the executive team as Managing Partner where he helps oversee the business development aspects of the Company. Before joining Johnson Controls, Mr Vandiepenbeeck was a Senior Auditor for Pricewaterhouse Coopers in Brussels, Belgium where he was responsible for the corporate finance, real estate and treasury assignments.  From 2000 through 2003, Mr Vandiepenbeeck worked in the corporate development group of Volcano Therapeutics Inc., a global leader in medical diagnostic instrumentation. Mr Vandiepenbeeck received a bachelor’s degree in Engineering Management from the University Libre of Brussels and a master’s degree in Science of Management from Solvay School of Economics. Marc and his wife, Amy, live in Whitefish Bay (Wisconsin) where they raise their twin daughters. On the podcast we discussed: Marc explains the early stages of his career and why he decided to move from a sales role to an auditing role Marc talks about what it’s been like working with Johnson Controls and how his career has grown What it was like for Marc to work in Johnson Controls’ Belgium office and how his international experiences shaped his career Cultural differences and how regions view treasury differently What makes an employee want to stay with the same company for over a decade Managing treasury teams and the importance of communication Marc discusses the structure of the treasury team at Johnson Controls The importance of being willing to learn as a treasurer What makes a candidate for a treasury role stand out from the competition Why treasury qualifications matter if you want to pursue a career within the treasury industry Why a manager must be able to provide sufficient training for their team The struggles of recruiting a good, loyal and hard-working team How technology will impact the role of treasurers in the future Marc shares career advice for anyone seeking to pursue a similar career path Why you should always say “yes” to opportunities that present themselves to you Much, much more! If you’d like to get in touch with Marc, you can reach out to him via his LinkedIn profile. Are you interested in pursuing a career within Treasury? Whether you’ve recently graduated, or you want to search for new job opportunities to help develop your treasury career, The Treasury Recruitment Company can help you in your search for the perfect job. Find out more here (http://www.treasuryrecruitment.com/jobs) .  If you’re enjoying the show PLEASE GIVE US A RATING HERE

In this episode of Life In Accounting: The Where Accountants Go podcast, we speak with Mike Goodfriend, the founder of Goodfriend & Associates in Houston, Texas. From Audit to HR Mike was a Senior Auditor with PwC (he had some great assignments!) when he had the opportunity to conduct a training class for the audit team. While he enjoyed auditing, this class lead him to the realization that he wanted to explore some other options. He returned to school to pursue a Masters in Educational Psychology and while there started a consulting business as well. The first year in that consulting business had its challenges, so when the opportunity to return to PwC in the HR department this time presented itself, he decided to return. Goodfriend & Associates In the late 1980's, with much more business experience at this point, Mike founded his present consulting firm – Goodfriend & Associates. He works with clients basically as a ‘teamwork engineer' to maximize their teamwork systems and their business results. This includes training to align roles and responsibilities, and leading teambuilding activities. He uses the Birkman method to facilitate these sessions. Mike also coaches leaders and provides leadership and communication skills training. Leadership technology is ever-changing, and Mike can help organizations navigate those changes. Some of the topics he assists clients in understanding are data analytics, platform disruption, building trust, how to accept others, human factors, and process automation. Another interesting tidbit that came from this interview was the discussion of “Teamwork Sharks”. Teamwork Sharks is a fun activity that help teams learn how to communicate, plan, and discuss business opportunities. You can learn more about Team Sharks here. Mike also has published a book as well – Breakthrough Time. This book will teach you how to advance your business using the same practices demonstrated in this lesson-filled novel about a client that is commercializing a revolutionary technology. Lesson learned: People will only change if they have a strong enough reason to change.   You can learn even more about Mike Goodfriend and his consulting business here. Other podcasts mentioned: Donny Shimamoto CPA – Tech, BI, AI, & Public Speaking! To listen in on this interview with Mike Goodfriend, please use the player below:

Carol Severyn, CPA and EVP with Frost Bank, joined us for this week's episode of Life In Accounting: The Where Accountants Go podcast. Celebrating 24 years! Carol started working in the financial institution industry while in college and later moved into an audit role with a CPA firm.  After a short time with the accounting firm, a former professor of hers recommended her to Frost Bank for a Senior Auditor role – which obviously has worked out well given that she has just had her 24th anniversary with Frost. Commit yourself I asked Carol about the ‘secret to her success' so-to-speak since she has had a very fruitful career there at Frost. She mentions two key items in that discussion. First of all, it's important to find an organization that is a good match for your own personal value system. And secondly, once you find that organization make sure you are fully committed career-wise. Step up for new assignments, volunteer for new challenges, and give it the proverbial 100%. This type of commitment is what led Carol to be approached about moving into management with Frost in the first place. Volunteerism Carol has been involved in many efforts focused toward helping others. She is one of the founders of the internship program at Frost – a program that gives soon-to-be accounting graduates the opportunity to experience what it is like to work in Internal Audit. She also is active with the nonprofit Any Baby Can and serves on their board. Any Baby Can helps parents of children with serious healthcare needs. More information can be found at www.anybabycansa.org. I was fortunate to be able to interview Carol for this episode. I hope you enjoy it. She shares a lot of valuable insight. See you next week! There's more to come… Mark Goldman CPA President – Where Accountants Go www.WhereAccountantsGo.com If you found this episode beneficial and haven't subscribed yet, please visit https://whereaccountantsgo.com/blog/ and click on the orange “Subscribe” button in the upper right hand corner to be notified every time we post new content. Thank you!

Have last minute tax questions? Do you have any financial concerns? Then you need to tune in to Journey Into Passion with Anika S. on Everyday Folks Radio this Saturday, April 15t at 3pm EST. Anika S. will be joined by Nakiea Cook who owns and operates Everythingkiea, LLC. Nakiea is a Senior Auditor for the Department of Defense, a speaker, mentor and financial coach who promotes and advocates financial literacy. Nakiea will be providing some last minute tax tips to get you ready for the April 18th deadline. She is dedicated to providing financial education and I invited her on the show not only to talk final tax preparation but also tackle some other financial issues and get you ready for the 2017 tax season. If you have any questions or comments prior to the show, please send them to anikapassionjourney@gmail.com. If you would like to speak to Anika S. or Nakiea during the live broadcast, please call 347-539-5372, or send an email to anikapassionjourney@gmail.com.