Episode 27: How to land a job at a Top 100 accounting firm with Terry Pierce

In this week's Future of Accounting episode, Terry Pierce shares the key steps every college student needs to take to land an awesome job at a Top 100 accounting firm.

Terry Pierce began his career as part of the audit staff at Arthur Anderson. As an auditor, he traveled around throughout Asia. He then worked for Ernst & Young as the National Diversity Recruiter before taking his current role, Regional Recruiting Manager for Moss Adams- a Top 100 accounting firm.

In this episode, you will learn:

  • The seven core characteristics recruiters are looking for in college students
  • What to include on your resume
  • And how to put your best foot forward during the interview.

Head on over to iTunes to listen to Terry's interview.

Resources mentioned in this interview:

This episode is brought to you by Avalara.

Have a great day!

Episode 26: Culture and Cybersecurity with Ranica Arrowsmith

On this week's Future of Accounting episode, we chat with Accounting Today's Technology Editor, Ranica Arrowsmith. 

Based in New York, Ranica keeps a close eye on the research that Big 4 firms are doing within blockchain and emerging technology platforms. In her words, blockchain and its impact is "not here yet" within accounting firms. Once it is, it will have a profound impact on cybersecurity and the role of the accountant.

So, what does this mean for accountants? Ranica believes blockchain, and other technological advances, will require accountants to get really good at being human. 

In this episode, Ranica shares with us:

  1. Blockchain and it's role in cybersecurity
  2. The trends she is seeing within firms as it relates to work-life balance for their employees 
  3. Why being human is the #1 skill an accountant needs to learn

Head on over to iTunes to listen to Ranica's interview.

Resources mentioned:

  1. Accounting Today website and podcast
  2. Fourlane accounting firm- a 100% remote accounting firm
  3. Bob's Burger Clip
  4. Ranica Arrowsmith's LinkedIn

This episode is brought to you by Avalara.

Episode 25: Blockchain and Emerging Platforms with Amanda Wilkie

Amanda Wilkie is widely regarded within the profession as a blockchain and emerging platforms expert.

As the former Chief Information Officer for a Top 20 firm, she redefined the role of Information Technology within the organization and transformed a disengaged IT team into a proactive task force of strategic business partners capable of supporting projected 67% revenue growth to $250M.

Now as a consultant for Boomer Consulting, she advises accounting firms on how to best leverage technology.

In this episode, Amanda shares with us:

  1. Why and how technology is changing the accounting professional's role
  2. The steps you need to take to thrive in your career
  3. Her #1 tip for building a successful career as an accounting professional

Head on over to iTunes to listen to Amanda Wilkie's interview.

Resources mentioned in this episode:

  1. Amanda Wilkie's LinkedIn and Twitter
  2. Boomer Consulting
  3. Emerging Platforms: Validis and MindBridge

This episode is brought to you by Avalara.


Have a great day!

Episode 24: Step by step guide to become partner with Judy Vorndran

This week's guest on the Future of Accounting podcast is Judy Vorndran. Based in Colorado, Judy is a partner at Tax Ops, a Inc. 5000 member and named one of the best firms to work for by Accounting Today.  

Over the years, Judy has built her brand as the go-to state and local tax accountant for Colorado-based businesses. Prior to becoming partner, she worked for a number of Big 4 firms and a regional firm. While at the regional firm, she grew their SALT division from zero to over 1000 clients, and from one employee (herself!) to thirteen!

As partner, she has helped TaxOps grow their SALT services and create an environment that promotes collaboration and work-life balance.

In this episode, Judy shares with us:

  1. Why technology is the key ingredient in building a successful firm
  2. Specific techniques on how to communicate your value to clients and managers. In fact, one year, Judy negotiated a 40% raise using these techniques!
  3. How to decide if the Big 4 is a good fit for you
  4. The skills you need to move up the corporate ladder 
  5. Why you need to learn how to be a revenue raiser not a cost center for your firm and your clients!

Head on over to iTunes to listen to Judy Vorndran's interview.

Resources mentioned in this episode:

  1. Judy Vorndran's LinkedIn
Future of Accounting with Judy Vorndran.png

This episode is brought to you by Avalara!

Episode 23: Keeping up with innovation as an accountant

This week's guest on the Future of Accounting podcast is James Solomons. Based in Australia, he is the the co-founder and managing partner of an accounting practice, the CFO for a publicly listed company and the Head of Accounting for Xero. Wow, he wears a lot of hats!

But, his favorite hat is being a mentor to up and coming leaders within the accounting profession. He is a guest speaker and educator at a number of universities and has been blogging about the shift within the profession since 2009. In fact, just before he started blogging, James felt stuck and uninspired as an accountant, and was ready to leave the profession all together.

In this episode, James shares with us:

  1. Why there is a disconnect between University education and the real-world for accountants. 
  2. How to find a mentor
  3. The skills you need to be a modern accountant
  4. And how to reenergize your career when you don't feel inspired

Head on over to iTunes to listen to James Solomons' interview.

Resources mentioned in the episode:

  1. James Solomons' website
  2. Connect with James on Twitter @jamessolomonsca
Future of Accounting with James Solomons.png

This episode is brought to you by Avalara.
 


Have a great day!

Danetha

Episode 22: Artificial Intelligence and its impact on accountants with Kriti Sharma


This week's guest on the Future of Accounting podcast is Kriti Sharma. She is the Vice President of Bots and AI at Sage. At Sage, Kriti led the creation of Pegg, a virtual assistant that can understand the human language to perform HR and accounting related tasks.


Kriti is a civic leader within the Obama Foundation, recognized as a Forbes 30 under 30 person to watch in Technology, a Google Grace Hopper Scholar and won the Google India Women in Engineering Award in 2010. 

She builds AI that solves real problems facing the world today, from access to emergency services in developing countries to an AI powered financial assistant that helps entrepreneurs around the world. 

Kriti cares deeply about the ethics of AI and often writes about AI and bot design principles.

In this episode, you will learn what is AI and how it's already present in our daily lives. It's impact on the accounting profession and Kriti's #1 tip to accountants who want to stay ahead of the technology curve.

Head on over to iTunes to listen to Kriti Sharma's interview.

You can connect with Kriti on Twitter at @sharma_kriti.

Future of Accounting with Kriti Sharma


This episode is brought to you by Avalara.
 


Have a great day!

Danetha

Episode 21: Guiding Principles of a Good Tax Policy with Annette Nellen

Happy Tuesday and Happy New Year!

Welcome back to another season of the Future of Accounting podcast. We're kicking it off with a conversation about what makes a good tax policy.

Today's guest is Professor Annette Nellen, CPA, CGMA, Esq. Annette Nellen is a professor in and director of San José State University's graduate tax program (MST), teaching courses in tax research, accounting methods, property transactions, employment tax, ethics, leadership, and tax policy.

Annette chairs the AICPA Tax Executive Committee and serves on the AICPA Tax Reform Task Force. She is a former chair of the ABA Tax Section’s Sales, Exchanges & Basis Committee and past member of the California Bar Taxation Section’s Executive Committee. She co-chairs CalCPA’s Accounting Education Committee. Annette is the recipient of the 2013 Arthur J. Dixon Memorial Award given by the Tax Division of the AICPA, the highest award given by the accounting profession in the area of taxation.

Annette is the author of Bloomberg BNA Tax Portfolio #533, Amortization of Intangibles, and the Bloomberg BNA Internet Law Resource Center’s portfolio, Overview of Internet Taxation Issues. She is an editor and author for the Southwestern Federal Taxation textbooks, and is a regular contributor for Tax Analyst’s State Tax Notes (Moving Forward? column). She is a frequent speaker on tax updates, tax ethics, new economy tax matters, and tax reform. Annette maintains the 21st Century Taxation website and blog, as well as several websites on tax reform, state tax nexus, e-commerce taxation, marijuana tax rules and ethical considerations, and virtual currency taxation.

Annette has testified before the House Ways and Means Committee, Senate Finance Committee, Senate Small Business and Entrepreneurship Committee, California Assembly Revenue & Taxation Committee, and tax reform commissions and committees on various aspects of federal and state tax reform.

Annette is a graduate of CSU Northridge (BS Accounting), Pepperdine (MBA), and Loyola Law School (JD). Prior to joining SJSU in 1990, Annette was with Ernst & Young, and the IRS.


In this episode, she walks us through the guiding principles that should govern an objective tax policy. One that stimulates economic growth and innovation.

Head on over to iTunes to learn more about what a modern tax system should include.


Have a great day!

Danetha

Episode 20: Creative destruction of the accounting industry

Thank you so much for tuning into these first twenty episodes of the Future of Accounting podcast. Today's episode marks the conclusion of Season One.

In Season Two, which begins in January 2018. we will be focusing on how blockchain and artificial intelligence technology is shifting the role of the accounting professional.

Today's episode is a prelude to our episodes in 2018, as we look at how technology and cultural shifts are impacting the accounting industry.

Cited in this episode is Joseph Schumpeter, an Austrian economist, known as one of the greatest intellectuals of the 20th century.

Creative destruction, a term coined by Joseph Schumpeter, describes the process of how innovation deconstructs long-standing arrangements and frees resources to be deployed elsewhere. Schumpeter describes the process as one that results in losses alongside profits.

The accounting industry is undergoing a destruction caused by technology and cultural shifts. Therefore, demanding a new skillset from accounting professionals who wish to remain successful.

Head on over to iTunes to learn what these new skills entail and how technology is changing the landscape of the accounting profession.

Future of Accounting with Danetha Doe

Episode 19: Ericka Harney, Executive Director of the Accounting & Financial Women's Alliance

 

In this week's interview on the Future of Accounting podcast, I chat with Ericka Harney.

Ericka Harney is the executive director of the Accounting & Financial Women's Alliance (AFWA). The organization serves over 2,000 members across the United States and provides women within the accounting and finance industries, the best tools they need to thrive as professionals.

A former professor, Ericka shares why the education system is not adequately preparing accounting students for a successful career. And which skills accountants need to start developing in order to stay ahead of the curve.

Resources mentioned in the episode:

Head on over to iTunes to listen to her interview

Future of Accounting Ericka Harney.png

Episode 18: Okorie Ramsey, Vice President of Finance Compliance & SOX at Kaiser Permanente

In this week's interview on the Future of Accounting podcast, I chat with Okorie Ramsey.

Okorie Ramsey shares his career journey to becoming Vice President of Finance Compliance & SOX for Kaiser Permanente, Kaiser is regularly listed in Fortune Magazine as one of the largest private U.S. companies.

Ramsey shares insights on how to land a prestigious internship while in college, how the current events around the Affordable Health Care act and cybersecurity affect his day to day tasks, and why nurturing relationships is the biggest key to success as an accounting professional.

Head on over to iTunes to listen to his interview.

Okorie Ramsey.png

Episode 17: Becoming a CFO with George Boyadjis

In this week's interview on the Future of Accounting podcast, I chat with George Boyadjis.

After watching Larry the bookkeeper help his family's business, George knew that he wanted to pursue an accounting career. He was eleven.

After getting an undergraduate degree in accounting, and then his MBA, George went on to be CFO for four different companies including the University of Minnesota Medical School. As an active member in the Financial Executives International, he is passionate about giving back to the profession and helping up & coming leaders have a thriving career in the financial industry.

In this episode, George shares the five steps you need to take in order to become a successful CFO for a large company.


Head on over to iTunes to listen to his interview.

Future of Accounting- George Boyadjis.png

Episode 16: Building a practice you love with Jeff Maddux

In this week's interview on the Future of Accounting podcast, I chat with Jeff Maddux, the lifestyle accountant.


Jeff is a CPA and on his fifth sabbatical, what he calls his fifth #miniretirement.

After working in public accounting, Jeff realized that the traditional accounting career path was not for him. He wanted to build a career that allowed him to travel for several months out of the year and afforded him the freedom to work from anywhere in the world.

Jeff has been able to do just that and has now launched the Lifestyle Accountant community. A membership program where like-minded accountants to connect and find job opportunities that allow them to work while traveling the world.

In the episode, Jeff shares his insights on how to build an accounting career you love and how you can start taking #miniretirements sooner rather than later.

 Resources mentioned in this episode: 

Head on over to iTunes to listen to his interview.

Jeff Maddux- Future of Accounting.png

Episode 15: Robotics Process Automation with Dwayne Brown

In this week's interview on the Future of Accounting podcast, I chat with Dwayne Brown, Manager of Finance and Risk Services at Accenture.

Brown is currently working on his doctorate with a focus in Conduct Risk Management in Global Financial Institutions.

He began his accounting career at SUNY Genesco, graduating with a degree in Accounting and Public Relations. After working at the Discovery Channel, Fannie Mae, Sallie Mae in various roles, he went on to complete his MBA at the Carey Business School at Johns Hopkins. Since then, he has been a senior consultant for Deloitte, the World Bank and now Accenture.

In this episode, Brown highlights the importance of nurturing relationships, seeking out mentors and what it means to have job that oversees robotics process automation.

Resources mentioned in this episode: 

Head on over to iTunes to listen to his interview.

Dwayne Brown image.png

Episode 14: Forensic accounting with Dr. Kelly Richmond Pope

In this week's interview on the Future of Accounting podcast, I chat with former forensic accountant turned professor and documentarian, Dr. Kelly Richmond Pope.

Dr. Pope has a doctorate in accounting and is a former Senior Associate for KPMG. Currently, she teaches forensic accounting at DePaul University and is an award-winning documentarian. Her film, All the Queen's Horses, covers a fraud case in Illinois where a city employee stole $53 million from the town over a period of twenty years. 

The film has been shown all across the country and recently won the HBO documentary award at the Martha Vineyard African-American film festival.

In this episode, Dr. Pope will share her career journey and the steps you need to take to become a successful forensic accountant.

Resources mentioned in this episode: 

Head on over to iTunes to listen to her interview.

 

Kelly Pope.png

Episode 13: The step by step process for developing your niche expertise

In this episode, David Leary, shares the exact steps you need to take to determine your niche, and how to use your blog and social media to become the go-to expert for businesses within your vertical.

David Leary is a Small Business Ecosystem Evangelist at Intuit and an innovative force in the small business accounting world. His business sense, vast technical knowledge and domain expertise have helped bridge the gap between developers, small business owners and accountants.

In 2015, David was named by Accounting Today as a "One to Watch" in their Top 100 Most Influential People issue

Resources mentioned in this episode: 

Head on over to iTunes to listen to David's interview.

 

Future of Accounting with David Leary.png

Episode 12: Use technology to become a trusted advisor with Jim Secord

In this episode, Jim Secord, shares his journey from being a computer science major to running one of the top accounting software companies, Kashoo.  In this episode, you will learn the importance of cultivating a sense of curiosity to discover your passion. And why embracing technology is now the differentiating factor for successful accountants.

Resources: 

Head on over to iTunes to listen to Jim's interview.

Future of Accounting- Jim Secord.png

Episode 11: The two skills you need to be a global player with Wayne Schmidt

In this episode, the legend Wayne Schmidt shares why sales and public speaking are the two skills you need as an accountant to be a global player. Wayne was instrumental in expanding Xero, MYOB and Reckon's presence in Australia. He has also worked with firms in the States, UK and China, and has over 25 years of experience within the accounting profession.

Resources: 

Head on over to iTunes to listen to Wayne's interview.

Episode 10: The keys to building your reputation with Angie Grissom

In this episode, you will learn the keys to building a successful reputation, offline and online, as a young accounting professional.

Angie Grissom, President of The Rainmaker Companies and regularly named one of the top 100 most influential people within the accounting industry, shares insights on why building your brand is key to building your book of business.

Resources mentioned:

Head on over to iTunes to listen to Angie's interview.

 

 

 

Episode 9: Become the go-to cannabis accounting expert

In this week's interview on the Future of Accounting podcast, I chat with Ben Curren about the cannabis industry.

Ben, a former engineer for Intuit, went on to build Outright and sell it to GoDaddy. He is now the founder and CEO of Green Bits.

Green Bits is a point of sale, inventory management and compliance system designed for the cannabis industry.

The cannabis industry is the fastest growing industry within the United States and generating hundreds of millions of dollars in tax revenue for various states.

In this episode, you will learn specific tax codes that relate to the cannabis industry and key marketing strategies to help you become the go-to accountant within this vertical.

Resources mentioned:

  1. The ArcView Report- annual reports for the cannabis industry
  2. IRS Code 280E
  3. Green Bits- point of sale, inventory management and compliance system designed for the cannabis industry

Head on over to iTunes to listen to Ben's interview.

Future of Accounting- Ben Curren.png

Episode 8: Learn how to land a consulting gig at the Big 4 with Scott Nelson

In this week's interview on the Future of Accounting podcast, I chat with Scott Nelson about his career path from the State of California to the Big 4 to launching his own software startup.

After working in the Department of Commerce creating business incentive programs to attract companies to California, Scott went on to help KPMG and EY build out their business Incentives divisions on the West Coast. One of his biggest clients was Amazon, helping them go from two distribution centers to the massive global presence they are today!

He is now the founder of BIGcontrols, a software that helps companies, investors and CPA firms gain visibility into a company's tax credits and incentives programs.

In this episode, you will learn the importance of "cutting your teeth" in various industries in order to increase your value as a consultant and the exact steps you need to take in order to land a consulting role at a large accounting firm.

If you have a passion for site selection, regulation technology (RegTech), and business incentives, this is the episode for you!

Resources mentioned in this episode:

Click here to listen to Scott's interview

Scott Nelson- Future of Accounting.png