Podcasts about touche ross

Get ready to rethink your understanding of banking and business growth with James Beckwith, the dynamic CEO of Five Star Bank. Discover how James's journey from a modest beginning in Santa Rosa to a respected figure in the banking world can inspire your own career path. From his early education at Santa Rosa Junior College to his transformative experiences at San Francisco State University and Touche Ross (now Deloitte), James unveils the milestones and mentors that sparked his passion for banking that ultimately led him to where he is today. Learn the strategic intricacies behind transitioning a bank from a sub-chapter S corporation to a publicly traded entity. James offers a candid look at the monumental decision to go public, driven by the need for additional capital during rapid growth phases, especially post-PPP loans. Hear about the operational impacts of this shift, including the inevitable compliance costs and the invaluable benefits of engaging with public market investors. James's narrative on running a publicly traded bank reveals the rewarding experiences of sharing the bank's story with a broader audience and the newfound liquidity it offers shareholders. James also shares his vision for Five Star Bank's future as he discusses the bank's significant expansion into San Francisco amidst the collapse of several banks in 2023. He explains the impact of remote work on commercial real estate and the unique challenges and opportunities this presents. Additionally, James emphasizes the profound connection between business success and community engagement, sharing heartfelt anecdotes of his philanthropic efforts. His advice to young professionals focuses on following one's passions, continuous learning, and adapting to new work environments. These are the word of wisdom from a leader who seamlessly blends business acumen with community spirit. To learn more about Five Star Bank, visit: https://www.fivestarbank.com/ For more information on what we provide at CAPTRUST visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/ Episode Highlights (00:36 - 01:46) Early Interest in Business and Finance (11:17 - 14:49) Founding and Future of Five Star (20:41 - 22:30) Running a Publicly Traded Bank (27:29 - 28:28) Regional Business Connection (30:15 - 30:56) Impact of Engagement on Businesses (34:09 - 35:29) Entrepreneurial Growth in Capital Region (39:29 - 40:42) Community Engagement and Social Networks (45:17 - 46:29) Generational Responsibility and Resilience Chapter Summaries (00:00) Banking Career Journey With James Beckwith James Beckwith's journey from Santa Rosa Junior College to CEO of Five Star Bank, shaped by mentors and experiences in the banking industry. (16:44) Transitioning to Publicly Traded Bank Transitioning from sub-chapter S to publicly traded bank for capital, liquidity, compliance, and engaging with investors. (22:30) Growth and Outlook in Northern California Five Star Bank's growth and expansion, led by CEO James, from subchapter S to publicly traded entity, with $3.6 billion in assets and seven offices. (35:29) Building Businesses Through Philanthropy and Engagement CEO James Beckwith discusses the symbiotic relationship between business success, community engagement, and personal fulfillment through philanthropy.

Mr. Kaplan is the Chairman of Almanac's investment committee and responsible for overseeing the activities of Almanac and portfolio management of the ARS Funds. He currently serves on the boards of PREP Property Group, ReNew Senior Living and Westcore Properties. He has also served on the boards of Allegro Holdings, Ambassador Apartments Inc., CNL Financial Services, CNL Hospitality Properties, Encore Hospitality, Hallmark Holdings, National RV Communities, Parkway Properties, RXR Realty, Vanta Commercial Properties, Winter Properties, and WNY Group. Prior to joining Almanac in 1990, he served in the Corporate Finance Department of Rothschild Inc. He is a member of NAREIT's Real Estate Investment Advisory Council, a Research Sponsor at the Zell/Lurie Real Estate Center of the Wharton School, an Associate Member of the Pension Research Council of the Wharton School, and a member of the Advisory Board of the Ohio State University Center for Real Estate. Mr. Kaplan began his career as a management consultant at Touche Ross & Co. Mr. Kaplan graduated cum laude from Washington University in 1984 and received an MBA from The Wharton School in 1988.

Reach Francesca through her website, DressedSmart.com, or at styledbyfz@gmail.comTRANSCRIPTIONThis is changing the rules, a podcast about designing the life you want to live, hosted by KC Dempster and Ray Loewe, the luckiest guy in the world.KC Dempster  0:13  Good morning, everybody. This is KC Dempster. And I'm here with Ray Loewe in our wonderful Wildfire Podcast Studios in Woodbury, New Jersey. And we are enjoying a spring like day, it's in the 40s. We're so happy. It's only gonna last today, though. But anyway, this is a podcast about designing your own life and living it the way you want to live. And that's what we love to talk about. So Ray, good morning.Ray Loewe  0:40  Good morning. And see there's no lull here because we're live in the studio.KC Dempster  0:44  That is correct.Ray Loewe  0:45  And real quickly, a kind of a commercial for wildfire over here, because we couldn't do it without them. We have no idea how to do a podcast. And we've done 50 to a home or something like that. And we don't have to know because the wonderful people at Wildfire just lead us through it. Yeah, everything is done. And Taylor takes care of life. Yes. Yeah. Okay. So anyway, you started saying that we're here because we're interviewing the people who create their own lives, and then live them the way they want. And we have a great guest for that today. And we have Francine and I'm going to goKC Dempster  1:24  Whoa, whoa, whoa,Ray Loewe  1:25  Francesca,KC Dempster  1:26  that would be better. See,Ray Loewe  1:27  I knew you when I set you up, but chance to correct me.KC Dempster  1:32  That's what I live for.Ray Loewe  1:33  So if you thought that was one, wait until we get to the last name here. So so let me introduce Francesca Zampaglione. AKC Dempster  1:42  excellent. We just had an Italian lesson this morning, everyone how to pronounce her last name properly.Ray Loewe  1:48  And Francesco. Welcome to Changing the Rules. And did we butcher your name too badly?Francesca Zampaglione  1:54  No, you did a great job and thank you for having me.Ray Loewe  1:56  Okay, so you got to tell the story about your name before we get startedFrancesca Zampaglione  2:00  the story that I just told you about what it means. Yeah, so the the Italian lesson that the studio received today was that the G and the L when it's together in a word is a soft g like familia like family in Italian like la familia that restaurant Philadelphia. So if you translate that into my last name, it's Zampaglione, and not Zam pag Leone, I often have to say it that way. Right? Because it, there's a lot of letters and people become overwhelmed, but it's something unique. And we did a great job.Ray Loewe  2:33  And we wouldn't have any idea. But what does it mean?Francesca Zampaglione  2:36  Ah, it means Lion's paw. So zampa is a Paul in Italian and Leona is a lion. So lions, Paul, and to know the language, the adjectives come after the noun. So that's why it's Paw lion, not Zam, right. Right? So the attitude comes after sheRay Loewe  2:57  those of us who have German and Hungarian descent don't have that problem. Just a lie and pure because that's what my last name mean. So we're obviously going to do some roaring today. So let's get started. Let's get started. So so we want to start of what what we're going to do today is we're going to take you through the journey that we went through kind of our prep interview earlier, and because it's a great journey, and it is a perfect jury for showing the world why you're one of the luckiest people in the world because you've taken control of your life. The early part was kind of constrained for you, by the way, it was set up and you've broken free and you're now on a rampage to freedom and living life the way you would love to live it right indeed. Did I do that? Okay.KC Dempster  3:44  Yes, you did. Okay,Ray Loewe  3:45  so let's start. Your parents came to the US.Francesca Zampaglione  3:48  They did. They immigrated here in 1960, with my sister who was two years old at the time. And she taught them English, actually,KC Dempster  3:57  oh, that's hysterical.Francesca Zampaglione  3:58  So as she learned English. She taught them English. And they were entrepreneurs. My father was a Mason. He was an amazing, incredible Mason. My mother was a seamstress. So they took they brought over their trades, and they knew and that's some pretty incredible work.Ray Loewe  4:16  And they kind of ingrain that entrepreneurial ism into you, I think, right and DNA,Francesca Zampaglione  4:23  its DNA. Yeah. That the hard work ethic. Yes. The resiliency, the tenacity. These are things that I saw growing up and that helped formed my future, right? That's right. AndKC Dempster  4:35  just a little aside, Italian is your first language.Francesca Zampaglione  4:38  Italian is my first language. Thank you, KC. So at the time, my grandparents my mother's parents who I'm named after Francesca, and Carmelo, my mother's parents lived with us until I was six and then they went back to Italy full time. Okay.Ray Loewe  4:55  Okay, and so Italian was spoken at homeFrancesca Zampaglione  4:59  Italian spoken. At home,Ray Loewe  5:00  and you were telling me that you were doing your father's payroll when you were eight years old. This is important because it has to doKC Dempster  5:09  with a stepping stoneRay Loewe  5:10  with your the pattern of where you went. So, so yeah, so you were the Mad accountant at home.Francesca Zampaglione  5:15  I was. And at eight years old, I didn't believe the story myself. And I had to ask my best friend and I said, was I only eight? Or was i 10? She said, No, you're eight years old. And your father would bring you inside and said that you had to make the payroll checks. So that was my first first job. But the best part, I don't know if I shared this. I got to write a check for myself. That was the deal.That was The deal?Ray Loewe  5:41  Talk about incentives. Right? Awesome. Okay, so show. You had this accounting background instilled in you early, and then you were the first one in your family to go to college. Is that true?Francesca Zampaglione  5:52  That is true. Yeah, my older sister went, but she never got to finish because she had a personal injury. And she went to, to attend an associate's degree. So she didn't go for a Bachelor's. So she wasn't able to finish when she started. And then she got married. And that that was her life and everything. So. So it was interesting. fighting the battle to convince my father that I was going to finish the job. Yeah, I was there from start to finish. RightRay Loewe  6:20  Wait a minute, you finish the paychecks, didn't you?Francesca Zampaglione  6:23  Yeah, but school was a different thing. Yeah. YouKC Dempster  6:25  know, and, and I, you know, I'm not sure where you fall in generationally, but I know when I was growing up, although women or girls did go to college, it was for very limited career options. And the expectation really, was that you were going to find a husband and get married, and stay home and have a family.Francesca Zampaglione  6:46  Right. And where my parents came from, it wasn't expected at all because they didn't attend university and the education system in Italy is completely different. So there was zero expectation from an education perspective. Right on my side.Ray Loewe  7:02  Yeah. Okay, so we got to get this on the table because you and KC went to the same college.KC Dempster  7:08  Yes, we did. Yes. We found out we're alums. Show. And I suspect our graduation years are a little different.Ray Loewe  7:17  Oh, you suspect? Okay. Well, I'll they're different. We'll just make that firm. So anyway, you both went to Widener, right? Yeah. You both got through and then on. You took Francesca what probably was a natural course in a sense, because you went into the accounting field, right? I did. And you went into one of the one I was in the accounting business. We had a big 8. I know when you were in there. What was it a big two and a half or actually,Francesca Zampaglione  7:47  they had just started the merging process. So I interned with Touche Ross. And then I was the first class of Deloitte and Touche because they merged while I was wrapping up my senior year at Widener.Ray Loewe  8:03  Okay, so here you are, now you're a college grad, congratulations, okay. And you're at one of the largest public accounting firms following the footsteps of writing payroll check. Alright, and that's nowhere where you are nowFrancesca Zampaglione  8:22  that is nowhere where I am now. ButRay Loewe  8:24  so what broke?Francesca Zampaglione  8:27  Well, you know, there were a couple of steps on the way before entrepreneurship started in 2017. So I started at a big, now it's a big four. So I started at Deloitte work there for about a decade went with one of one of their subsidiaries then went to a CPA Association, which is whereKC Dempster  8:48  that that's where we met you.Francesca Zampaglione  8:50  Right, which we didn't realize until we were prepping for this Podcast.KC Dempster  8:54  It was an amazing story. We had met you. And I knew it had to do with accounting, but I wasn't sure. Where, right.Francesca Zampaglione  9:02  And then at the association, I was in charge of learning and development for CPAs. So even though I didn't practice accounting anymore, I kept the interest because it was easy enough to do so. I needed to test out the materials and the courses. So it helped me do my job, right. But while I was there, I created a course, which is what we'll get to in a few minutes.Ray Loewe  9:26  So that was an evil course that started you on a different course. Yeah.Francesca Zampaglione  9:33  Yep, it piqued an interest,KC Dempster  9:35  yesRay Loewe  9:35  or no, no, this was interesting up to this point, because I think a lot of people get stuck in kind of a rut of a job. And certainly when you were working at the accounting firm, I mean, this was a prestigious job. This was a great job. And when you start thinking about, you know, the unstructured roots of college and your family and stuff like that, You're obviously successful getting to where you are. But obviously, something didn't make you happy here.Francesca Zampaglione  10:07  Well, it's didn't make me happy. Well, IRay Loewe  10:12  just Well, you can change those words,Francesca Zampaglione  10:14  I can change those words. Right? It was just time for the next thing. Right? It was just time to move on. And, you know, things change within industries. Let's go back to public accounting, there was a lot, there are a lot of hours that you have to put in Oh, yeah, I mean, tremendous amount of, there's very little balance, there's more. And those are decisions that people make and that are often okay with. So it was, there was a time for me to move on from there, right. And then working for the association. I thought that was fantastic. Because accounting was great. And I developed amazing relationships. But I knew that that wasn't the end all be all right? I knew that when I went into accounting, that it's the basis of all business, and that is the decision that I stayed with. And that knowing that that would help me in my future.Ray Loewe  11:07  Okay, but the important thing, I think, here is that you weren't afraid to make the change. You know, we find so many people that get stuck in, you know, that Good job, or at least that job, that's okay, it pays the bills, and it's prestige. It's got everything there that everybody on the surface would like, except there are too many hours and you're working too hard. Yeah. Okay. And you weren't afraid to say, Okay, it's time to make a change, and it's time to set a plan. Okay. So let's take the next step. So you went through the, the CPA firm, you went through the association, one of the things that you did while you were at the association was designed this course. And I think this is probably a good time to talk about the course a little bit because it set the stage for where you're going.Francesca Zampaglione  11:55  That's right. So I kept in touch with all of the accounting partners that I was working with, because like I said, I developed incredible relationships. So I was having a very casual relationship or conversation with someone. And I said, so how are things going? And he goes, Oh, gosh, Francesca, these millennials, they don't know how to dress. I said, What do you mean? Well, you know, the, the young men, they don't shave their face, and I have to keep shaving cream and a razor in my desk drawer to get them out to the client. And it goes, I can't even talk to the young woman. And we can't really have these conversations. Because, you know, it's a tough conversation, right? Well I'll tell them. So I created a presentation, delivered it and it went over well, and then other accounting firms heard about it, and I went there, and colleges and universities. And basically, it's delivering the message of how important your image is in your career success and how important the decisions that you make every morning, and putting on that outfit of the day, how that's the perception that people are going to have whether you're smart or not, whether you're good enough to do the work, right. And KC, you and I talked about this, it's in how we're dealing with it today, during the pandemic and everything being virtual, it's a mindset, and how we still prepare ourselves regardless, right?KC Dempster  13:15  I had said that it is foreign to me the concept of working in my pajamas. And I had worked at home prior to the, to this whole pandemic thing in a couple of different scenarios. And I always got dressed before I sat down to my computer. I just it's just I felt like, now I'm ready to go to work.Francesca Zampaglione  13:38  Right? It's a mindset. And, you know, we were all scared last March. So march of 2020, we didn't know what to expect. So I can understand a lot of people not sure how to make the transition from their bedroom to their other room, right. But now we've had that time. And what makes us feel good is getting up taking a shower, brushing our teeth and sitting down at our desk, we still have to go through the same motions, right. In fact, I don't know if I shared with you that I've created a fake commute. So I don't have to commute anymore, right? Like You I started working from home prior to the pandemic, but I just needed something extra. And that's something extra is going for my cup of coffee. So I listen to my podcasts in the morning and it's beautiful because there's no traffic, right? And in fact, if there is traffic, I'm grateful for them. Like Yes, another two minutes on the podcast. So this these are just things that I do to help me prepare rightKC Dempster  14:42  It gets you in the right mental space. Exactly.Ray Loewe  14:45  Okay, so you're building on this and I'm not sure what came first year, but but you've gone through several phases of transition away from the CPA environment. So I think one of the things that you did is you got into the clothing business. To some extent, and that's, that's an extension of how to dress right anFrancesca Zampaglione  15:02  That's an extension of how to dress. So that's the actually the first thing that I did when I left corporate right that in that thank you for bringing that up. So I had the opportunity to work with corporate and women who were my target, you know, they were too busy to shop and just needed that right appropriate outfit for meetings and presentations. So I carried a certain line of clothing and was able to work with my clients that way and clean out their closets, and just help them feel good about their day. Right. But it's still all about the image. That is what has stayed with me to create the course. So that was the gap that you just asked me to fill.Ray Loewe  15:41  So yeah, no, no, we had another kind of disturbance in the force here. Because somebody knew what you did, and asked a favor of you. And we're gonna get to how this is all coming together in your life today. But But talk a little bit about the the estate problem, ah, dwell on this, because it's fascinating. Okay,Francesca Zampaglione  16:07  thank you. So and that's a great segue. So I was helping corporate women clean out their closets. So I developed a number of relationships with consignment shop owners, right. So a good friend of mine kept a stack of my business cards in her shop. In the event that someone came in and said, You know, I really don't know how to go through my thing. So she would hand them my card. But this one particular instance, she handed out my card, and she called me immediately, and she said, Francesca, there's someone who just came in here, and I'm wondering, actually, I'm pretty sure you can help him, his mother passed away. And he doesn't know what's consignable, and you know, where things should go. And I think you can help him. I said, Okay, so we connected. And then I went to the home a couple of days later. And there were there were a lot of things that his mother's things had not been touched. So I'm sneezing alot. And noticing there's a significant amount of dust on the dust bags, which you typically don't say, I'm also noticing secretly, and I didn't say it out loud, that the styles were from a while ago, at least 10 years. So after about four hours, I said, so how long ago did your mother pass away? And he said 2006Ray Loewe  17:30  G, so and nobody was dealing with us?Francesca Zampaglione  17:33  Nobody dealt with it, right. And then the accounting brain kicked in. And I'm calculating the loss of investment income here, because of all the money that went into real estate, property and maintenance and everything that had to happen to keep that property alive. And who knows paying off the mortgage or whatever, right? So my heart sank to the floor. And I said, Oh, my gosh, this poor family, because at the time, they were still struggling with what to let go. Right? So after all of that time, which is, you know, close to a decade and a half at the time, you would think some people are ready, but they still weren't ready. It was still difficult. And the other thing so they had the emotional overwhelm. So that's point number one. Point number two was they lived nowhere near their childhood home. son lives on the west coast. The daughter lives in New York. So it's not like it's around the corner. It's not like it's a weekend jaunt to, you know, our house. And let's clean it out. Right? So I started to ask questions about, you know, is there a need? And are there people that need this type of work just to help them get started, they just maybe need a conversation, to think about where to start, and I can help guide them. And the first name that popped into my head was Estate Angels. And I said, that's it. But then I started having a conversation with others like, Oh, no, you don't want to use that word angels that it has a religious denomination. So I fought myself with this thought and then shared it with my hairstylist who said, Oh, no, no one had a problem with Charlie's Angels in the 70s. That is Your nameso no, he said that was your first name. I said, Yeah, just popped into my head. He said, that's it. So actually, yeah, here's my business card.Ray Loewe  19:22  So I knew when we started this conversation that I had died and gone to heaven. Oh,Francesca Zampaglione  19:28  you didKC Dempster  19:28  what a silver tongued devilRay Loewe  19:31  you know, let's think about this. Because this is a magnificent story, you know that this is people often get trapped in life. And this is one of the the missions of our show and the missions of what we do. It's, it's all about taking control of your life and sometimes it starts with being observant. It starts with understanding what you like and what you don't like. It understand with the freedom to be able to work the way you want to work. And this is you, this is where you're at. So So what we've done is all this started because of millennials, right?KC Dempster  20:14  It started because she's a fashionista.Francesca Zampaglione  20:19  Well, thank you for mentioning that it is it's a matter of awareness, right? You have to pay attention to certain things, I could have just ignored that phone call from that consignment shop owner, I could have just ignored the need that this that this family had. But I looked at it and you know, you need to, to listen to your heart and say, Where can you be a value to others, right? Because I truly believe that we are all here for a reason, and that we're all here to help others. So right, what is that? And how can I do that? Personally, with what I know, what are my innate natural things, in ways that I can help? And that's how I've come up with that. These nice ideas.KC Dempster  21:02  And and so so now there's even another entrepreneur entrepreneurial, bent. Yep. And that you are developing online coursesFrancesca Zampaglione  21:11  I am. So I'm a course creator. So it's been a lot of fun. I spent the summer teaching myself the software that that makes the course available. And I will and this is just, well, it's public knowledge now, because I'm putting it on the podcast, but I will probably develop on for Estate Angels as well. Because it's all a learning process, and how can I share information that I know that can help others, right, so now that I have that learning under my belt, I can also do it for other businesses,Ray Loewe  21:45  right. So unfortunately, we're getting near the end of our time, your time flies when you're having fun. I don't know how. But you know, thanks for being here and sharing your journey. Because, you know, there's some key points, you obviously are designing your life the way you want to design it, and you're living it. And you're not letting traditional rules get in your way. I think one of the other things that came out here is that you have a tendency to follow what's fascinating and motivating. These, these are all mindsets of the luckiest people in the world. So welcome to the luckiest people in the world. You may not have known you were one before, but you are. And you're not trapped in the in the in the whole system here. So since we're at the end of their time, KC, do you have any final remark? Well,KC Dempster  22:31  I was just going to ask Francesca to share how people can reach out to her, especially with the online courses, which are for dressing smart for interviews and things along that line. And if they're interested in that, how would they access it?Francesca Zampaglione  22:46  Thank you, KC. So I will be making the link available on LinkedIn, which is where I'll be posting this podcast link as well. And that's where people that is the best place for people to find me. I'm updating my website to host that public link. So that'll be available. You know, momentarily, so I hate to say right timestamp. So right now, the course is available, but I'm making the public link available through LinkedIn. Okay. And it is Dress Smart for Virtual Interviews. And all of my work has been copy written. That is another thing that I went for on my own. And I'm pretty happy about that. Dress Smart for Virtual Interviews, Dressing to Win. So to continue their career success and closet tips again, to all embrace the importance of image for career success. ExcellentRay Loewe  23:37  and any last minute comments you have.Francesca Zampaglione  23:39  I can't thank you enough. This has been tremendous for reaching out and, and just acknowledging that I indeed am the luckiest person alive you had did ask me. So what is the takeaway? What do I want to leave people with? So if there's nothing else, right? If people just listen to their heart, that's what I ask in that is what has helped me move forward. Listen to what you want, and just start moving towards it. And little by little, you will get there. Right?Ray Loewe  24:15  Well, there's nothing more to say. So sign off for us.KC Dempster  24:19  Okay. Well, thank you all for joining us. I hope you really enjoyed Francesca's message, and tune in next week when we will have an amazing visit with a filmmaker. And that's all I'm going to tell you right now. So tune in next week. And thank you for joining us.Kris Parsons  24:36  Thank you for listening to Changing the Rules a podcast designed to help you live your life the way you want and give you what you need to make it happen. Join us next week for our next exciting topic on Changing the Rules with KC Dempster and Ray Loewe, the luckiest guy in the world. 

Hi, my name is David Wetton and welcome to the Conscious Leadership Now Video Podcast The intent of this Podcast is to encourage you as a leader to embrace Conscious Leadership, by giving you access to some of the world’s leaders in the field of Conscious Leadership, both in practice and in thought. Today my guest is Helena Clayton Helena is researching 'Leading from love': What might be possible if we put more love at the heart of our organisations? Could love – whatever that might look like – be the difference? Why is love such a difficult concept to explore for leadership and organisations? You can read a Pdf copy of her report 'Leading with Love' - award winning research report with Roffey Park Institute here: https://helenaclayton.co.uk/leading-from-love/ More details on her 'Leading from Love' programme, putting love at the heart of your leadership, can be found here: https://helenaclayton.co.uk/love-at-the-heart-of-your-leadership/ Helena Clayton is a leadership and organisational development consultant, and a coach, with over 25 years of experience across all UK sectors. She began her career in operational and strategic HR with Dennis Publishing, Aon and Touche Ross.  She regularly returns to Roffey Park as part of their Faculty for the MSc in People and Organisational Development. She also works with London Business School as a Programme Director and with Mayvin Consulting. https://helenaclayton.co.uk/ Helena holds a Masters in Leadership and Learning from Lancaster University and a Post Graduate Diploma in Career Consulting from Birkbeck. She has trained as a teacher of the Hoffman Process and holds an ICF accredited coaching qualification. You can also connect with Helena via LinkedIn: https://www.linkedin.com/in/helena-clayton-b245553/ The people and resources Helena mentions as being an inspiration for her conscious leadership journey are: - Marcus Rashford, using his voice in football to bring change with the poverty and food waste charity FareShare - Jack Monroe, British food writer, journalist and activist known for campaigning on poverty issues - Gail Bradbrook, a co-founder of Extinction Rebellion Valarie Kaur's TED talk on Revolutionary Love https://www.ted.com/talks/valarie_kaur_3_lessons_of_revolutionary_love_in_a_time_of_rage?language=en David Richo's books: 'How to be an adult in relationships' 'When the past is present' If you’ve enjoyed this Podcast and my approach to Conscious Leadership, then please know that I Help Aspiring Conscious Leaders develop Purpose-Led, High Performing Leadership Teams through 1:1 Coaching & Tailored Leadership Programmes.  If you sense I can help you, then please look me up, David Wetton, on LinkedIn and let’s jump on a conversation together. https://www.linkedin.com/in/dwetton/ I truly believe that Now is the Time for Conscious Leadership; and with all the inspiring, heartfelt work you, as viewers, are doing, I have no doubt that Conscious Leadership will become a thriving reality.  …Making a difference for the greater good of All. So until next time, I’ll leave you with a blessing from John O’Donohue: ‘May the light of your soul  bless the work you do  with the secret love  and warmth of your heart’  …And so it is

Dorothie and Marty Hellman are co-authors of the wonderful book " A New Relationship Map". Our discussion touched on many topics in the book and on their personal lives.Some of the highlights of this engaging episode are:You lose the opportunity for celebration if you're berating yourself What we hate in others is usually what we hate in ourselvesYou can't be compassionate when you are in the framework of judgmentYou can't be angry at your angry self. You have to move through anger to get beyond itYou could be 100% certain of something and be absolutely wrongThe best ideas usually seem crazy aprioriAbout the authorsDorothie trained as a CPA and worked at Touche Ross—now Deloitte. She left her career to become a full-time volunteer at the Beyond War Foundation.Marty is best known for his invention of public-key cryptography, the technology that is used to transfer trillions of dollars every day. He is the winner of the 2015 ACM Turing Award. He is a Professor Emeritus at Stanford University. 

Gary Seehoff founded EVRIHOLDER PRODUCTS after inventing its first two products, Twirl A Tieâ and Twirl A Beltâ. Gary built Evriholder Products into one of the largest housewares impulse product providers and in 2008 sold a 70% interest to a Private Equity consortium, and to the present day continues to grow the company. Evriholder distributes both nationally and internationally to the who's who of retail. Evriholder focuses its distribution of Impulse items in the Kitchen, Barware, Cleaning, Storage and Bath & Personal Care categories, and distributes to well over 50,000 retail doors. Prior to founding Evriholder Products, Gary was a Partner, and for several years, Managing Partner of accounting and consulting firm Duitch Franklin & Co. (at the time a 90 person CPA and consulting firm). Prior to Duitch & Franklin, Gary worked at Touche Ross (now Deloitte & Touche) as a Manager. Gary has invented and developed several products for various segments of the housewares industry and has several patents in his name.

Mark is the CEO of MG Properties Group. Since founding MG Properties in 1992, Mark has overseen the acquisition, development and management of 134 apartment communities totaling over 31,000 units with a value of $6.2 billion. Prior to MG Properties, Mark was a tax specialist with international accounting firms Ernst & Whinney and Touche Ross. He also worked in senior financial management positions with Hybritech Inc. and Solar Turbines Corp. In 2018, Mark was awarded the 2018 Ernst and Young “Entrepreneur Of The Year® San Diego” award for the real estate and hospitality category. Aside from serving on the Burnham-Moores Center's policy advisory board, he also serves on the UCSD real estate advisory board and the San Diego Economic Development Corporation strategic round table. He is a member of the UCSD Foundation board of trustees and the National Multi-Housing Council board of directors. Mark has a business degree from Drexel University and is a former certified public accountant.Listen on the RealCrowd Blog

An accomplished leader and former business owner, co-founded of EtiennePartners with her husband.  Together, they help organizations build more inclusive cultures through training and workshops designed to be practical, apply immediately to real-world situations to maximize participant engagement and long-term retention. Previously, as Director - Diversity & Inclusion for Grant Thornton (GT), she managed the firm's Diversity & Inclusion (D&I) Team responsible for developing and implementing GT’s firm-wide D&I strategy.  Before GT, as President & CEO of the National Association of Black Accountants, Inc. (NABA), Jina was responsible for strategic direction, stakeholder relationships, organizational priorities, and managing the day-to-day operation of the Association and its staff.  Before joining NABA, she was Director – Taxation, Tax Ethics & Professional Standards, AICPA Tax Section at the American Institute of CPAs (AICPA).  She joined the AICPA after 17 years in private practice at Etienne & Associates, LLC (E&A), a boutique CPA firm specializing in tax that served small businesses and their owners.  She began her career in public accounting in the tax department of Touche Ross (now Deloitte).  On a personal note, she is part of the Peloton community (#Mama_Cat), loves coffee and enjoys jigsaw puzzles, Sudoku, and cake decorating. In this episode of Fairygodboss Radio, Romy sits down with Jina to discuss her career and motherhood.

Jina Etienne joined us for this episode of Life In Accounting, a podcast production of Where Accountants Go.  Jina has had a tremendous career.  From building her own accounting practice, to serving our profession through working at both AICPA and NABA, to now joining Grant Thornton in the role of Director of Diversity & Inclusion!  Jina very openly shared her wisdom and insights with us on this episode, and we were fortunate to have her on the program. Is It Always This Easy? Jina started her career in accounting because the initial accounting course that she had to take as a business major ended up being a relatively easy subject for her.  After realizing she had natural ability in the accounting, and then hearing that it was a very stable career path, she decided to choose accounting as her career.  She started an internship with Touche Ross, and the rest is history. Opportunities Open Up After a few short years in public accounting, Jina decided to start her own practice.  She operated her firm for about 17 years in total and was very successful.  It was through her quest to continue to grow her practice in a way that suited her lifestyle that she came across the opportunity to join AICPA.  Jina figured that she could have a positive influence on far more people through working at AICPA than she could being self-employed, so she took advantage of the opportunity and went to work with the national association. Several years later she also had the opportunity to serve as CEO for NABA, the National Association of Black Accountants, which was also a position that she thoroughly enjoyed.  You'll hear it in the audio interview, but having the opportunity for public speaking on topics she is passionate about is something that energizes Jina.  Both the AICPA and NABA positions provided her those opportunities. Diversity & Inclusion Jina currently is the Director of Diversity and Inclusion for the national accounting firm Grant Thornton.  One of the most educational portions of this podcast episode is the discussion of the difference between diversity and inclusion, as well as the strides we have made as a profession and the challenges that we still face.  Jina is definitely a subject matter expert in the area, and I appreciated the frank discussion we were able to have regarding D&I in our accounting profession.  This interview definitely is more than just a career story – it's an educational opportunity! Books that Jina mentions in this interview that can help you with your own career include:   “The E-Myth” and “Rich Dad Poor Dad” Other episodes that may interest you include:  Lisa Ong and Sheila Enriquez To listen in on this interview with Jina Etienne, please click on the player below:

Bette Williams, CPA of Austin, Texas joined us for this week's episode of Life In Accounting: The Where Accountants Go podcast. Paving the Way As you will hear in the interview, Bette started in the profession in the 1950's when the opportunities for women to enter and progress in accounting were much more limited to say the least. Bette took her initial accounting courses at Texas A&M at a time when women were not allowed to register unless they were registered with another college as well. Plus, she recounts how during her early days in public accounting it was a challenge to move up because women participating in business development activities (golf, etc) was not quite as accepted as it is in the present day. Exam before degree Another interesting detail of this interview for me personally was that Bette actually passed the CPA exam prior to attaining her degree. The requirements to sit for the exam were different at that time, and she actually had only completed an Associates when she originally sat for and passed the exam. It was a few years later that she actually ended up finishing her Bachelors degree at the University of Corpus Christi. And yes, basset hounds! Obviously we go into a good amount of detail about Bette's career including her time at Touche Ross and then the experience of starting her own firm. But I wouldn't have done this interview justice if I hadn't asked about her rather successful hobby of breeding award-winning basset hounds. Bette has been to Westminster several times, and still to this day co-owns one of the leading showing basset hounds at AKC shows. There is much, much more that I could put in this summary of the show. In fact there are many highlights that I haven't touched on such as awards, the scholarship, and several others – way to many to include in this write-up. You'll have to listen to the audio to get the full experience. Bette is an amazing individual. I hope you enjoy the interview. 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!

I am Brian Mohr, co-founder and Managing Partner of Y Scouts, and today I am interviewing Katharine Halpin, president & CEO of The Halpin Co. Katharine grew up in the “mad men” era of Mississippi in the 1960s, assuming a great amount of leadership responsibility at a very young age through the oversight of her four siblings, and through her working hands-on with clients at her father’s small CPA firm. She carried the knowledge she gained when she "escaped" Mississippi to work with Touche Ross in Dallas, which is now part of Deloitte. Katharine believes we’re born with innate and unique skillsets, and that leadership, creativity, and innovation are her personal strengths. She’s always been itching to channel them appropriately, and this desire lead her to the significant work with which she’s currently engaged. Centered around the concept of organizational-wide alignment, Katharine wrote and published “Alignment for Success: Bringing Out the Best in Yourself, Your Teams and Your Company” in which she offers advice about the importance of leadership and self-diligence and how these things contribute to successful and positive business results. She presents several helpful ideas about time-management and self-care, and how they both have a profound effect on business and organizational efficiency. Currently, Katharine is overseeing The Halpin Co., where she focuses on dynamic team-building and cementing sustainable practices into businesses. Listen to this episode and more interviews from the Built On Purpose Podcast at yscouts.com/podcast.

LISTENUPSHOW   Governance, strategy meets growth, sage advice from Thomas L. Doorley, Chairman, CEO, Cofounder. Tom tells us it’s satisfying to help entrepreneur's across the full cycle of Stage 0 (idea) through to Stage 4 (sustainable enterprise).All young companies have to face the daunting task of “crossing the Valley of Death”, also known in academic circles as “crossing the Chasm”. This is the fact that describes the competitive dynamics in a business sector where lots of small, high-growth, young companies exist and a few much larger, more established companies have scale and scope. The challenge: How to go from young/small (Stage 1-2) to the other side of the Valley (Stage 4) where they have enough process, structure, and scale in place to be ‘sustainable’   In the case of his first startup, Braxton Associates, a strategy consulting firm launched after the Boston Consulting Group defined the consulting space they named”Strategy” and Bain & Co followed suit, we were half a decade late to the game. They grew organically from their Boston base to a second office in London and a joint venture in Tokyo (he knew they had to be global). They grew rapidly to about 100 professionals. His Valley to jump was the challenge to be 10X the size to meet the competition in the battle for major clients. They were approached by the then CEO of Touche Ross (prior to their merger with Deloitte) to become their operational and IT consultancy into the sphere of C-Suite advisors. Two years after they joined the merger with Deloitte was consummated.   Tom has helped successful entrepreneur's like Matthew Marolda who is now Chief Analytics Officer at Legendary Entertainment. He formed and runs Legendary’s Applied Analytics division, which uses data and analytics to drive strategic decisions across all aspects of the company. Prior to Legendary, Matt Marolda founded StratBridge LLC in 1999. StratBridge had two software solutions businesses: “moneyball” player analysis software used by many organizations in the NFL, NBA, European Football and Major League Soccer (sold to XOS Digital in 2012), and dynamic pricing and revenue analysis software used by many professional sports teams (acquired by Legendary in 2014, after Mr. Marolda had joined Legendary). He earned his MBA at the Tuck School at Dartmouth where he won the Adams Award for Excellence in Entrepreneurship. Matt Marolda graduated from Bowdoin College with Honors, earning majors in economics and mathematics and a minor in art history.   Tom's other clients: Northrop Grumman, Deloitte, and Abeam Consulting (Japan). Most recently the New England Region of Deloitte for Retired Partners honored Tom in their Hall of Fame – this past December 2016. Tom spoke to a group of 2000 employees about a balanced life.   New England Region of Deloitte for Retired Partners Honored Tom in their Hall of Fame - this past December 2016. Spoke to the group of 2000 employees about a balanced life.   Keep in contact with Tom on Twitter, Linkedin & back at his website.  

Join Susan Sly as she chats with Sandy Botkin in this very insightful interview.   Sandy is known as the #1 Tax Coach in North America. Prior to joining the Tax Reduction Institute, Sandy spent three years in the tax department of the international accounting firm, Touche Ross. He has extensive financial and legal experience, including five years as a legal specialist in the Office of Chief Counsel for the Internal Revenue Service. Sandy has authored numerous technical articles for national publications, lectured to various professional and trade groups, and has served as an Adjunct Professor of accounting and law at the University of Maryland and Columbia Union College. Mr. Botkin's outstanding teaching ability has consistently earned him excellent ratings. In fact, Mr. Botkin was one of eight attorneys selected by the Internal Revenue Service to train all new attorneys to the Internal Revenue Service's Corporate Tax Division. Sandy has spoken at such organizations as Robbins Research (an Anthony Robbins Company), Harv Ecker programs, many financial planning organizations and the National Association of Realtor convention. In addition, he has spoken to a number of insurance companies such as State Farm, Northwestern Mutual, etc., medical and dental organizations, and for many network marketing organizations. He has also appeared before various media such as Fox Business news. Mr. Botkin is a member of the Florida Institute of Certified Public Accountants. He is also a "Distinguished Real Estate Instructor" and is listed in "Who's Who in Business." Sandy is the author of the bestselling book “Lower Your Taxes Big Time”, and “Real Estate Tax Secrets of the Rich” which are available at Amazon.com or Barnes & Noble. Sandy has developed an application called Taxbot to assist business owners.  You can learn more at www.taxbot.com. (use coupon code taxplan for savings)

While changing jobs and shifting careers is hardly unusual in today's business world Russ Palmer is somewhat unique in that he has been the leader of three very different organizations over the past several decades. He was CEO of Touche Ross (now Deloitte & Touche) for 10 years dean of Wharton for seven years and now owner chairman and CEO of The Palmer Group a corporate investment firm. Each of these positions required very different skills and the ability to adapt to a unique set of challenges -- what Palmer calls ”a context-driven approach to leadership.” In his new book Ultimate Leadership: Winning Execution Strategies for Your Situation Palmer describes how today's leaders can adapt to and succeed in any business environment. See acast.com/privacy for privacy and opt-out information.