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

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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.

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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.

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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.

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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.

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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.

 

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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.

 

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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.

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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.

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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

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The importance of soft skills with Jennifer Cantero

In this episode, Jennifer Cantero shares her tips on how to become a senior manager and partner within a large firm. As head of marketing for Sensiba San Fillipo, the fastest growing firm in Silicon Valley based firm, she mentors her millennial staff on professional and career development skills.

Resources mentioned in the episode:

Click here to listen to Jennifer's interview

Opportunities for startups with Greg LaFollette and Mark Brooks

In this episode, Greg LaFollette, Strategic Advisor for CPA.com, and Mark Brooks, Senior Innovation Manager for the AICPA, share information about the new startup accelerator the Association. This episode is perfect for all of you entrepreneurs who have a technology or business idea that would help improve the accounting profession.

To learn more about the startup accelerator program, click here or email Mark at  mark.brooks@aicpa-cima.com and Greg at  greg.lafollette@hq.cpa.com. Applications are due October 5.

Click here to listen to Greg and Mark's interview

Serving the Latino Business Community with Arthur Garcia

In this episode, Arthur Garcia, the Director of US Sales for Xero, shares insights on how accountants can grow a successful practice by serving the Latino business community. The Latino business community is the fastest growing community of any business sector. 

Resources Arthur mentions:

  • Latino Tax Pro- the #1 tax conference for accountants serving the Latino business community
  • ATAX- bookkeeping and accounting services, dedicated to supporting Latino businesses
  • Latino Branding Power- data to demonstrate the power of the growing Latino business sector
  • Ice-Cream, Tacos and Accounting- a fun read about Arthur's upbringing in a family of entrepreneurs

Click here to listen to Arthur's interview

 

 

Business, Balance and Bliss with Amy Vetter

In this episode, we learn from Amy Vetter. Amy shares her tips on how to climb the corporate ladder without burning yourself out. Amy became partner at an accounting firm at the age of 32. And now owns a yoga studio, is the Chief Relationship Officer for Xero, a sought-after speaker on work-life harmony and author of Business, Balance and Bliss.

Resources Amy mentions in this episode:

Click here to listen to Amy's interview

Finding your moment of clarity with Jennifer Hetherington

In this episode, we learn from Jen Hetherington. As the Senior Vice President of Marketing & Global for TSheets, she shares insights on how to balance a busy work schedule with being a devoted mom. And how one hike completely changed her approach to life.

Resources Jen mentions in this episode:

Click here to listen to Jen's interview.

Interview with Saul Colt and his tips on marketing with a limited budget

In this week's interview, I sat down with the fabulous Saul Colt. Saul is the reason why we all know ZipCar.

A branding and marketing genius, he has worked with Xero and Freshbooks to create unique experiences to engage their community.

Check out Saul's insights on how to market yourself on a limited budget.

To connect with Saul, visit saulcolt.com and @saulcolt on Twitter

For more marketing and branding tips on how to build your dream practice, be sure to click here to sign up for our newsletter.

About the host: Danetha Doe is a millennial thought leader in the accounting industry. Named a "next-generation accountant" and one of the top 40 under 40 accounting professionals, she is an international speaker and leads business development trainings for accounting firms.

Interview with Yoseph West, Head of Marketing at Hubdoc

We are so excited to share our insightful interview with Hubdoc's head of marketing, Yoseph West. 

In case you didn't already hear the news, Hubdoc recently raised $4.85M in seed funding in order to scale their growth in North America, Australia and the United Kingdom. Hubdoc is a cloud accounting application that automates financial document collection and processing, and has quickly grown a raving fanbase of tech savvy accountants.

A big piece of their success has been their dedication to developing a fun-loving, quirky brand. Under Yoseph West's marketing leadership, the Hubdoc application is a favorite at accounting conferences across the nation.

The founder of Vuru, which was acquired by Wave Accounting after scaling to 70,000+ users with zero marketing spend, Yoseph has a keen eye for data analytics and developing an exceptionally effective marketing plan.

Click the link below to check out our interview with Yoseph to gain insights on how you can develop a marketing strategy for your practice.

You can connect with Yoseph West on Twitter @ycwest. To learn more about Hubdoc and the content they are producing for accountants about all things marketing, visit here.

For more marketing and branding tips on how to build your dream practice, be sure to click here to sign up for our newsletter.