How are the most successful accountants navigating the rapid changes in technology, regulation, and talent shortages? What secrets are the top industry leaders using to stay ahead in this ever-evolving landscape?

Rob Brown leads a dynamic panel discussion with industry leaders Randy Johnston, Harry Blum, Jennifer O'Carroll, and Trevor Greenway. They discuss the profound shifts happening in the accounting profession today, from the impact of private equity to the essential role of technology and the future of talent management. The conversation explores through the challenges and opportunities presented by AI, regulatory changes, and the evolving role of accountants as trusted advisors. 

The panelists provide actionable advice on how firms can embrace change, enhance their value propositions, and future-proof their businesses. They also discuss the critical importance of upskilling, the integration of technology, and the need for accountants to adapt to a rapidly changing environment. Whether you're a firm owner, a practicing accountant, or someone interested in the future of the profession, this episode is packed with valuable takeaways.

Key Takeaways:

✓ AI is transforming how accountants operate by automating routine tasks and providing deeper insights through data analysis.

✓ As technology continues to advance, accountants must develop new skills to keep pace. This includes learning to use advanced software tools, understanding data security, and becoming proficient in data analysis.

✓ The growing involvement of private equity in the accounting sector is changing traditional business models. Private equity firms bring significant capital and a focus on efficiency, which can lead to innovations but also challenges to established practices.

✓ The accounting industry is experiencing a shift from compliance-based services to advisory roles. This change is driven by the decreasing profitability of compliance work due to automation and regulatory changes. Firms that want to thrive must pivot towards offering more value-added advisory services, where they can provide strategic insights and guidance to their clients, rather than just focusing on routine tasks.

✓ A firm’s culture and sense of purpose are key to attracting and retaining top talent. In an environment where competition for skilled accountants is fierce, organizations that clearly define their mission and foster a positive, inclusive culture will stand out. 

Quotes:

"Different is not always better, but better is always different." - Harry Blum

"Accountants aren't just number crunchers; they're the key to unlocking business success." - Rob Brown

"The future of accounting isn't about compliance, it's about being a proactive, trusted advisor." - Trevor Greenway

"If you're not leveraging AI, you're already behind the curve." - Randy Johnston

View this episode in video on YouTube here: https://youtu.be/g0ewmI109bE

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world.

Are AI and ChatGPT revolutionizing business advisory services? How can accountants leverage these tools to deliver more value to their clients?

Rob Brown and Mark Wickersham, an expert in value pricing and AI applications for accountants, tackles the world of ChatGPT and artificial intelligence, exploring how these technologies are transforming the accounting profession, particularly in the realm of business advisory services.

Mark shares his insights on how AI can help accountants overcome time constraints and boost confidence in providing strategic advice. He discusses the potential of ChatGPT for ideation, research, and strategy development, emphasizing that while AI is a powerful tool, it won't replace human expertise. The conversation covers practical applications, best practices, and ethical considerations for integrating AI into accounting workflows.

Key Takeaways:

✓ ChatGPT excels at ideation, research, and strategy development for business advisory

✓ AI can help accountants overcome time constraints and confidence issues in providing advisory services

✓ Accountants need to adapt to AI to stay relevant and maintain a competitive edge

✓ ChatGPT can analyze financial data and provide insights for client meetings

✓ The value is in the conversation with clients, not just in AI-generated reports 

Quotes:

"AI is not going to replace us. It's how our competitors are going to use AI that's going to replace us."

View this episode in video on YouTube here: https://youtu.be/jFQfxfl1W7A

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers.

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

https://bit.ly/AI-youtube

Is the accounting profession facing an existential crisis? Or is it on the brink of unprecedented opportunities?

Rob Brown assembles a panel of industry experts to dissect the current state and future prospects of the accounting profession. Jean Caragher, Jeremy Clopton, Rick Telberg, and Tamera Loerzel bring their wealth of experience to the table, offering insights on everything from talent shortages to technological disruption.

The conversation delves deep into the challenges facing accountants today, including the struggle to attract new talent, the need for a shift in business models, and the impact of remote work. However, it's not all doom and gloom. 

The panelists also highlight the immense opportunities available to those willing to embrace change and innovation. They discuss the importance of compassionate leadership, the need for better metrics beyond billable hours, and the potential for accountants to position themselves as true business advisors.

Key Takeaways:

• The accounting profession needs to address the talent shortage by rethinking education requirements and work culture 
• Remote work is here to stay, and firms need to adapt their policies to attract and retain talent 
• The partnership model in accounting firms may be outdated and needs to be reevaluated 
• Technology should be seen as an enabler for better processes, not just a solution to pain points 
• The future of accounting lies in advisory services and helping businesses achieve their goals

Quotes: 

"Complacency is one of the threats that we often run into." - Tamera Loerzel

"Every accountant is an entrepreneur." - Rick Telberg

"Let's stop arguing about it and fighting it and just get to work." - Jeremy Clopton on remote work

"We need to focus on results-based metrics and what are the deliverables." - Tamera Loerzel

"The CPA brand is one of the best in the world." - Rick Telberg

You can watch this episode and more on our YouTube Channel

https://youtu.be/SUhzVy194H0

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

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Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand...

Rob Brown features Lee Frederiksen, a behavioural scientist and researcher at Hinge Marketing, discussing marketing and growth opportunities for accounting firms.

Lee talks about the importance of marketing and the need for the right talent and skills to implement effective marketing strategies. He highlights the role of digital marketing techniques such as search engine optimisation, consultations, and blog posts in high-growth firms. In contrast, traditional techniques like business development and networking are used by no-growth firms. The episode also covers the importance of being flexible and adaptive to changes and gathering client data to understand their needs and anticipate changes in the market. The focus should be on leveraging technology and talent to develop innovative solutions and stay ahead of the competition. Frederiksen concludes by emphasizing the evolving role of accounting firms, which includes strategy development, branding, and marketing services.

Key takeaways from this episode include:

➤ why employer branding is a critical topic for accounting firm leaders to understand

➤ the three things you need to build a successful professional services firm

➤ the biggest growth challenge for many accounting firms

➤ why the accounting profession has the lowest number of actively looking job-seekers in the whole professional services sector

➤ what exactly job seekers are looking for in new roles depends on where they are in their career

➤ the importance of being able to work remotely for talent looking for accounting roles

➤ why accounting firms who have not responded well to covid will suffer most in losing top talent

➤ the number one factor in creating a really strong employer brand for your accounting firm

➤ the futility of your accounting firm having more than 3 core values

➤ the number one thing job seekers who are actively looking for a new position actually want

➤ the prime times or triggers that make people restless in wanting to leave an accounting firm or role

➤ explaining the trend of people thinking of their career as a series of gigs vz jobs

➤ why loyalty to an accounting firm increases for both staff and clients once a critical time has passed

➤ the disruptive effect of mergers and acquisitions on workforce stability of accounting firms

➤ why making people stay with 'golden handcuffs' can cause resentment and lowered productivity in accounting firm staff

➤ the two stages in developing a compelling 'employer brand' in an accounting firm

➤ a strong accounting firm brand in the marketplace may attract talent to you, but there's one vital thing it won't do

➤ the differences in professional services sectors when it comes to how they attract and retain top talent

➤ the importance of time horizons for restless employees - vital to know for retaining your best people

➤ why it's inevitable in tough times that accounting firms will lose people

➤ how the business model of 'needing a local and regional presence' has changed for accounting firms

➤ what do accounting firms can do to attract employees that are not actively looking to move

➤ questions accounting firm leaders should be asking in shaping a strong employer brand

➤ two top tips for accountants who want more career capital and greater profitability

Lee Frederiksen is an award-winning marketer, Visible Expert®, and business strategist. As the Managing Partner of Hinge, he uses his PhD in behavioural psychology and CEO experience to help professional service firms achieve high growth and profitability. Lee is a recognized industry name, having authored several books and conducted extensive research on marketing and business growth. He is a regular speaker at major industry events and quoted in mainstream publications.

Discover growth strategies for accounting firms in this Accounting...

"Getting Accounting Clients to Conform", Susan Bryant discusses how accountants can improve their services and client experiences. She discusses the importance of accountants being proactive, communicating with clients regularly providing holistic financial advice. Bryant suggests that accountants need to focus on the clients that truly value their services and are willing to pay for them. She also encourages accountants to prioritise their fulfilment by only offering services they enjoy and focusing on their business development.

Bryant notes that the accounting industry needs to shift from an employee mindset to an entrepreneurial mindset and suggests that compensation for accountants should be tied to their ability to increase the value of their client's businesses and personal lives.

Bryant also discusses the need for accountants to standardise their processes to ensure conformity from the beginning and create positive client experiences. She highlights the importance of setting expectations and having systems to handle clients' varied and complex needs. She notes that clients are increasingly willing to switch accountants to find better service and advice and that accountants must be honest about their services to avoid disappointing clients. Bryant also emphasises the need for accountants to continually focus on their business development and continuously improve their knowledge and expertise.

Key takeaways

➤ Clients seek a more holistic approach from their accountants beyond compliance work. Accountants must evaluate whether their clients truly understand and value their work and are willing to conform to their processes and standards.

➤ Accountants should consider recalibrating what a good client looks like and be willing to let go of clients who are not a good fit. This may necessitate creating systems and processes to attract better clients eager to consume their services.

➤ Accountants who are proactive, close to their clients, and able to deal with complexity will be more successful. They need to be willing and honest about the clients they want to serve and how they want to serve them.

➤ Accountants need to have an entrepreneurial mindset and think of themselves as business owners. They should be compensated based on their ability to contribute to increasing the value of their client's businesses and personal lives.

➤ Developing a more commercial acumen and a more entrepreneurial business-thinking mindset will be necessary for accountants to stay relevant.

Susan Bryant is a highly experienced and accomplished Certified Public Accountant (CPA) and Certified Tax Coach passionate about driving positive change in the business world. With over 15 years of experience, Susan has worked closely with numerous business owners, helping them achieve their goals and dreams by improving their finance functions. She firmly believes that accurate and reliable accounting data, combined with advanced tax planning and strategic advisory services, can be a game-changer for businesses looking to propel themselves forward.

Susan has worked in various capacities with her clients over the years, including as an architect of accounting processes, a mergers and acquisitions (M&A) advisor, and a tax strategist. Her expertise and dedication have earned her a reputation as a trusted and respected professional in the industry. With her knowledge and skills, Susan has helped countless businesses streamline operations, maximise profitability, and achieve long-term success.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In this Talent Special bonus, "The Under-Used Brain of Accountants", Rob Brown chats to Dawn Goldberg, a mindset coach for accountants and shares how understanding and managing your brain can transform your personal and professional life. She discusses the universal application of the mindset mastery tool she teaches, explaining how it can improve relationships and every other area of life. She also shares her experience applying the tool to tax season and how it improved her experience with reduced stress.

Dawn highlights the importance of mastering time management for accountants and explains that managing the brain and time go together. She stresses the significance of taking ownership of our thoughts, creating intentional change, and sharing how getting everything out of our brains and onto paper can help in this process, allowing us to separate the facts from our thoughts about the facts. She emphasises that our thoughts are optional, and we can think intentionally to achieve better results.

Key Takeaways

➤ Mindset mastery is a universal tool that can be applied to every area of our lives.

➤ Circumstances are neutral and our thoughts create our reality.

➤ Better time management for accountants involves understanding how to manage our brains, not just relying on external tools.

➤ Taking ownership of our thoughts and understanding that our thoughts about our jobs create our feelings is crucial for creating intentional change.

➤ Getting everything out of our brains and onto paper can help with the process of mastering our mindset.

➤ Our thoughts are 100% optional and intentional thinking can lead to better feelings and better results.

You can also watch this on YouTube.

Guest Bio

Dawn Goldberg is an accomplished CPA with over 30 years of experience in public accounting, having worked for notable firms such as Deloitte and Ernst & Young. She is also a Professional Certified Coach for Accountants, passionate about teaching accountants how to optimise their skills and become more competent professionals.

Dawn's interest in learning led her to study life coaching, through which she learned powerful tools that positively impacted her life, including stress-free tax seasons. Her passion for helping accountants led her to write the book "The Smarter Accountant" and create two 6-week coaching programs - The Smarter Accountant Program and The Smarter Accountant Time Management Program.

Dawn aims to empower accountants to become more efficient and productive, preventing burnout, stress, and frustration. She achieves this by sharing her coaching and tools, helping accountants become more intelligent, productive, and ultimately more fulfilled in their profession.

Facebook https://www.facebook.com/Dawn.Goldberg.CPA

Linkedin https://www.linkedin.com/in/dawn-g-11366717b/

Website https://thesmarteraccountant.com/

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guests so you can build your network and offer feedback on the show: 

"What Works in Successful Discovery Calls", Rob Brown speaks with guest Nancy Fox about growing accounting firms. Nancy highlights the importance of having a unique value proposition and point of distinction that sets accountants apart from their peers. Additionally, she emphasises the need to warm up potential clients before a discovery call by networking and building relationships. Nancy shares a five-step structure for conducting discovery calls and suggests asking deep questions to determine potential clients' readiness, commitment, and budget for working with an accountant.

Nancy also advises waiting to send proposals until certain pieces are established and the client is ready to move forward. She emphasises the need to understand clients' businesses, ask great questions, and add value to their services to get their desired fees. Nancy concludes by offering to help accountants improve their probing and open-ended questions and providing a mini-training on success in discovery calls if enough people are interested. By setting boundaries and guidelines, accountants can work with clients who respect and value their services.

Key Takeaways

➤ Having a unique value proposition and a point of distinction is crucial to building brand awareness and setting yourself apart from other accountants.

➤ Warm-up before a discovery call by networking and building relationships with potential clients, and prepare for the call by conducting thorough research on the person or company.

➤ During the discovery call, ask deep questions during the uncovering stage to determine interest versus commitment and nurture relationships with potential clients who may need more time to move forward.

➤ Set boundaries and guidelines for working with clients who respect and value your services and understand their businesses to add value to your services and get the desired fees.

➤ Only send proposals once certain pieces are established, and the client is ready.

Overall, by focusing on building relationships, providing value, and setting boundaries, accountants can better prepare for discovery calls and grow their firms.

Nancy Fox, a former corporate executive, launched her coaching and training business in 1999. With a background in manufacturing, Nancy has trained and coached senior executives in leadership, communication, and business development. She also served as a Fractional Business Development Officer in professional service firms, guiding accounting and law professionals in networking, client relationship building, and engagement. Nancy has helped firms develop internal mentoring programs and women's initiatives.

Nancy is an accomplished community and network builder, a keynote speaker, and the author of the highly recognised strategic networking book Network Like A Fox. She is based in Los Angeles and enjoys playing tennis, spending time with dogs, hiking in the mountains, and dancing West Coast Swing. If you want to book a call with her or learn more about her book, Network Like A Fox.

Links: Book a call: https://fractionals.as.me/leapforward

Network Like A Fox book - https://networklikeafox.com

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In this Talent Special bonus, "What Motivates Accountants & CPAs" Rob Brown features Ashley Miller, an executive coach. Ashley shares insights into leadership, team dynamics, and influence. She discusses the importance of the human element in accounting and how firms can add value by understanding what motivates their employees. Ashley also describes creating emotional connections in the workplace and inspiring employees through communication and empathy. She suggests building trust by being vulnerable and creating a sense of belonging for employees. Furthermore, Ashley notes the unique opportunity for accounting firms to expand globally by recruiting diverse individuals. She concludes by challenging leaders to be self-aware and advocate for their own careers while being accountable.

You can also watch this on youtube here: https://youtu.be/jrprBPjKU_g

Key Takeaways

1.       Accounting firms are uniquely positioned to help businesses grow and succeed, especially during challenging times like the pandemic. Firms can expand globally and seek diverse talent to support their clients.

2.      People crave human connection, even in their work lives, and accountants need to remember that clients and colleagues are people, not robots. Leaders can motivate and retain talent by understanding what motivates each individual and providing value beyond just salary.

3.      Self-awareness is crucial for both leaders and team members. Leaders need to be aware of their impact on others and seek feedback to improve, while team members must advocate for their careers and take personal accountability for their actions.

4.     Trust and vulnerability are essential for building relationships with colleagues and clients. People are likelier to follow leaders they trust and buy from organizations they like. Accountants can build trust and create deeper connections by being vulnerable and sharing their human side.

Guest Bio

Ashleigh Miller is the founder of Amplify Excellence LLC, a certified executive coach, and a business leader with over 20 years of experience in professional services organizations such as EY and Accenture. She is passionate about the human element within the business environment and empowers others by helping them realize their unique strengths as a catalyst for personal and team success. Ashleigh facilitates workshops and coaches on the art of emotional intelligence and its impact on business development, leadership skills, and team dynamics. She also serves as the President of the Board of Ballet Excel Ohio (BXO). In her free time, Ashleigh enjoys consuming hours of audiobooks and exciting podcasts, playing cards, laughing with friends, and engaging with her teenage children.

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guests so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

"Innovation Beyond Technology in Accounting" Rob Brown speaks with Ed Kless, Senior Director of Sage Accountants Solutions, about innovation in the accounting industry. With 18 years of experience working for Sage, Ed has a wealth of knowledge about helping accounting partners, influencers, and customers improve their businesses.

Ed discusses the history of Sage and a think tank started by Ron Baker that helped to initiate the value pricing movement. He maintains that the billing model needs to be revised by the hour, as it focuses on efficiency rather than effectiveness. He also talks about the issue of tracking time and how innovation is about bringing disparate things together to create something new, using examples such as a skateboard and stroller combined.

The conversation delves into innovation around business models, delivery, packaging, pricing, and language. The speakers discuss the value of social capital and the importance of making connections, even with weak connections, to help others. They also discuss subscription marketing and how companies can innovate to create offerings that provide customers experiences and transformations beyond the product itself.

Using the example of the Fender guitar, the speakers discuss the importance of creating an offering that surrounds what customers are after, which could be peace of mind, experiences, or transformations. They highlight the power of language in changing mindsets and how Disney's language changes played a role in creating attractions rather than rides.

Overall, this episode provides insightful and valuable perspectives on innovation in the accounting industry and how companies can create offerings that genuinely serve their customers' needs.

 Key Takeaways

➤ The traditional billing model of charging by the hour is no longer effective in today's marketplace. Instead, firms should focus on delivering value to their clients and pricing their services based on that value.

➤ Innovation is not just about technology but about bringing disparate things together to create something new. This includes innovative business models, delivery methods, packaging, pricing, and language.

➤ Social capital and networking are important for building connections and helping others. Even weak connections can be valuable and lead to new opportunities.

➤ Subscription marketing can be a powerful tool for firms looking to provide experiences and transformations beyond the product itself. The key is to focus on what customers are ultimately after, whether it's peace of mind, experiences, or transformations.

➤ The power of language should not be underestimated. Using language that focuses on the benefits and outcomes of a service or product can change clients' mindsets and lead to increased sales.

Ed Kless is a Senior Director at Sage Accountants Solutions, where he develops and delivers courses on leadership, strategy, pricing, and project management. He also serves as a facilitator of the Sage Leadership Academy and a liaison to the Sage Leadership Academy Alumni Association. Ed is a senior fellow at the VeraSage Institute and a consultant for Tipping Point Advisors. He hosts "The Soul of Enterprise: Business in the knowledge economy" with Ron Baker on VoiceAmerica Talk Radio/

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In this Talent Special bonus, "Employer Branding for Accounting Firms", Rob Brown continues his conversation with Jen Surtees, Director of People Experience (UK & EMEA) at Xero, to discuss some of the biggest challenges facing employers in the current recruitment landscape.

Jen shares her insights on how companies can differentiate themselves as employers to attract and retain talent in a highly competitive market. She also provides valuable tips on hiring for culture fit and identifying values that drive the organisation's culture.

The conversation then shifts to the "great resignation," where many employees are quitting their jobs in search of better opportunities or work-life balance. Jen discusses what companies can do to retain talent, including creating a culture that values employee well-being, development, and growth.

Finally, the discussion turns to remote and hybrid working, which has become increasingly popular after the pandemic. Jen shares her views on how companies can make this work with their culture and the benefits of providing employees with more flexible work arrangements.

Overall, this episode provides valuable insights and practical advice for employers navigating the challenges of recruitment and the work landscape. Jen's extensive experience in coaching and developing high-performing teams and cultures provides a unique perspective on how organisations can thrive in these challenges.

Key takeaways

➤ In today's challenging recruitment landscape, it's essential to differentiate yourself by being clear on your employer's brand and values and offering competitive benefits and career development opportunities.

➤ Hiring for culture fit is critical to building a cohesive and high-performing team. To do this, it's essential to define your company's values and behaviours, ask behavioural interview questions and involve multiple team members in the hiring process.

➤ The "Great Resignation" is a genuine concern for many businesses, and it's important to focus on employee retention. This can be achieved through several strategies, including offering flexible working arrangements, investing in employee development and training, and prioritising employee well-being and work-life balance.

➤ Remote and hybrid working is becoming increasingly popular, but some businesses must be convinced whether it can work with their company culture. To make remote or hybrid working successful, it's essential to communicate effectively, build trust, and offer the right tools and technology to support remote workers.

You can also watch this on youtube

Guest Bio

Jen is an experienced and passionate Director of People Experience at Xero, where she leads efforts to create an inclusive and supportive environment for employees. With a background in coaching and research into the psychological conditions for high-performing teams, Jen brings a wealth of expertise to her role. She has designed recruitment, development, and cultural programs for businesses that prioritize people and is committed to seeing the impact of her work firsthand. At Xero, Jen is dedicated to ensuring every Xero employee has a world-class experience. The company's recent recognition as the 5th Best Workplace in Tech and 2nd Best Workplace for Women in the UK Large Business Category is a testament to her efforts. Outside work, Jen enjoys spending time with her family in their new coastal home, where they can explore the outdoors

"Best Client Service in Accounting", Tom Wheelwright, a tax expert, joins Rob, the author of the best-selling book, "Tax-Free Wealth". Tom is the founder and CEO of WealthAbility, a global tax and accounting firm dedicated to helping entrepreneurs and investors reduce their tax burden and build wealth.

Tom shares his insights and expertise on tax planning and wealth creation topics. He explains how taxes work, why it's essential to have a tax strategy, and what steps individuals and business owners can take to minimise their tax liability.

He discusses the importance of financial education and how it can help individuals make informed financial decisions and achieve their financial goals. He shares his perspective on the current state of the economy and offers his advice on how individuals can prepare themselves for potential economic changes.

In addition, Tom emphasises the importance of having a team of advisors, including a tax advisor, financial planner, and legal expert, to help individuals make the best financial decisions for their unique situations.

This episode offers valuable insights and practical advice for individuals and business owners looking to reduce their tax liability and build wealth. So be sure to tune in and gain some valuable insights from one of the leading tax planning and wealth creation experts.

Key Takeaways

Focus on tax planning, not just tax compliance. Of course, compliance is essential, but planning can help clients reduce their tax liability and save money.

 Develop a niche. Specialising in a particular industry or type of client can help differentiate your firm from competitors and attract more clients.

 Offer value-added services. Consider offering services such as financial planning or business consulting to provide additional value to clients and increase revenue for your firm.

 Build a strong team. Hire and train top talent, including tax professionals, financial planners, and legal experts, to provide comprehensive services and ensure client satisfaction.

 Leverage technology. Use technology such as automation and cloud-based software to streamline processes and improve efficiency, ultimately reducing costs and improving profitability.

 Invest in marketing. Develop a strong brand and marketing strategy to increase visibility and attract more clients to your firm.

 Continuously educate yourself and your team. Stay current on changes in tax laws and regulations and industry trends to provide the best possible service to clients and stay ahead of competitors.

Tom Wheelwright is an accomplished CPA, entrepreneur, and internationally recognized speaker with tax and wealth management expertise. As the CEO of WealthAbility® and a Rich Dad Advisor, he has helped thousands of entrepreneurs, small business owners, and investors achieve their financial goals.

In addition to being a bestselling author of Tax-Free Wealth, he is releasing his upcoming book, The Win-Win Wealth Strategy, which outlines seven government investments to help individuals build wealth while reducing taxes.

Tom is a trusted CPA for Robert Kiyosaki, author of Rich Dad Poor Dad, and has spoken on stages across the globe to over 100,000 individuals. He also hosts two successful podcasts, The WealthAbility® Show with Tom Wheelwright, CPA and The WealthAbility® for CPAs Show.

Tom's mission is to help people achieve their financial dreams by legally and permanently reducing their taxes. He is a regular contributor to Entrepreneur magazine. His work has been featured in prominent media outlets such as Forbes,

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In this Talent Special bonus, "Human Capital & Talent in Accounting", host Rob Brown speaks with guest Gary Shamis about the challenges accounting firms face in talent acquisition and retention. Shamis notes the 50% decrease in the pipeline of new CPAs over the last five years and believes that the value proposition in public accounting needs to be improved, creating a deep hole in the industry. He emphasises the importance of focusing on clients, people, and growth, staying up-to-date with the competition, and re-evaluating the value proposition to increase the bottom end of compensation and create a culture of growth.

The discussion also covers the impact of automation and robotics on the accounting industry. Shamis advises firms to have a contingency plan and appoint a tech-savvy employee to monitor industry developments. Attracting talented employees is a challenge, and the speaker suggests focusing marketing efforts on attracting staff rather than clients and changing partner bonuses to include incentives for bringing in talent. A strong brand is also essential for attracting both clients and employees.

You can also watch this on youtube here: https://youtu.be/RiPX4KXYH0c

Key Takeaways

➤ New CPA pipeline has decreased by 50% in the last five years, creating a deep hole in the industry.

➤ Value proposition in public accounting needs improvement to attract and retain talent.

➤ Focusing on clients, people, and growth is crucial for accounting firms to succeed.

➤ Staying up-to-date with competition and re-evaluating the value proposition is necessary.

➤ Automation and robotics are impacting the accounting industry, and firms need a contingency plan.

➤ Appointing a tech-savvy employee to monitor industry developments is crucial.

➤ Marketing efforts should focus on attracting staff rather than just clients.

➤ Partner bonuses should include incentives for bringing in talent.

➤ A strong brand is essential for attracting both clients and employees.

➤ Accounting firms must adapt to the changing landscape of the industry to succeed in talent acquisition and retention.

Guest Bio

Gary Shamis is an accomplished former managing partner of a top 40 US accounting firm that he sold to BDO in 2015. He is now the CEO of Winding River Consulting, which provides high-level strategy consulting to the Restaurant, CPA, and professional services industries. With numerous accolades in the accounting field, Gary was recognised as the EY Entrepreneur of the Year and is a Top Ten Managing Partner Elite by Accounting Today, where he was described as the “very model of the modern managing partner." Additionally, he was named Most Admired Peer by INSIDE Public Accounting and has been featured more than a dozen times on the Most Influential list by Accounting Today. Gary also co-authored How to Manage Your Accounting Practice: Taking Your Firm from Chaos to Consensus.

In addition to his successful accounting career, Gary has served within the American Institute of Certified Public Accountants ranks. You can connect with Gary through his LinkedIn profile or Winding River Consulting's website. He has also been featured in various interviews, including "Accounting Firm Leadership Priorities: Gary Shamis" and "Key Drivers of Change in Accounting with Gary Shamis."

You can connect with Gary here:

https://www.linkedin.com/in/gary-shamis-wrc

https://windingriverconsulting.com

Check out...

"Private Equity Impact in Accounting: Gary Shamis"

Rob Brown talks to Gary Shamis about his experience in the accounting industry, from working for one of the Big Eight accounting firms to growing his own accounting firm and eventually selling it to BDO. He also discusses private equity in the accounting industry and the challenges facing the industry.

Key Takeaways

➤ Private equity firms increasingly invest in various industries, including accounting and financial services. As a result, many accounting firms are shifting their focus to represent private equity and portfolio companies to maintain business and grow their revenue.

➤ Private equity partners often have a controlling interest in the companies they invest in and their primary focus is on a return on investment. This can create tension with managing partners trying to implement growth strategies and manage the company's complex operations.

➤ Private equity deals between young and old partners are critical, as there may be differences in goals and priorities. It's important to consider these differences and how they may impact the partnership's success.

➤ There has been consolidation within the accounting industry due to the rise of alternative practice models and rollups, which have been the subject of lawsuits and controversy. Large companies such as American Express, H&R Block, and CBIZ have been involved in this consolidation trend.

Gary Shamis is a former top 40 US accounting firm managing partner who sold to BDO in 2015. He is now CEO of Winding River Consulting, a high-level strategy consulting for the Restaurant, CPA, and professional services industries. Gary won EY Entrepreneur of the Year and is a Top Ten Managing Partner Elite (Accounting Today), among many other accounting accolades. He was called the “very model of the modern managing partner. He was awarded Most Admired Peer (INSIDE Public Accounting) and has over a dozen appearances on the Most Influential list (Accounting Today). He has served within the American Institute of Certified Public Accountants ranks. He co-authored How to Manage Your Accounting Practice: Taking Your Firm from Chaos to Consensus.

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and...

Is artificial intelligence overhyped, or will it revolutionize the accounting profession? How can accountants prepare for the AI-driven future?

Rob Brown interviews Mark Wickersham, a veteran accountant and AI enthusiast, about the impending impact of artificial intelligence on the accounting profession. Wickersham predicts significant changes in the industry by 2030, including the automation of bookkeeping and tax return preparation. He highlights the rapid advancements in AI technology across various sectors and explains how these developments will inevitably transform accounting practices.

The discussion covers the current state of AI adoption in accounting firms, the potential of tools like ChatGPT, and the importance of embracing new technologies. Wickersham emphasizes the need for accountants to focus on creating value for clients beyond traditional compliance work and advocates for value-based pricing models. The conversation provides valuable insights into how accountants can prepare for and thrive in an AI-driven future.

Key Takeaways:

• AI will significantly impact the accounting profession by 2030 
• Bookkeeping and tax return preparation may become automated
• Accountants need to embrace AI tools like ChatGPT 
• Firms must find new ways to create value for clients 
• Value-based pricing is crucial in the age of AI 

Quotes:

"Data's where the power is. Data's where the money is." [00:11:50]

"Productivity goes through the roof when we use it, when we use it properly." [00:14:30]

You can watch this episode and more on our YouTube Channel

https://youtu.be/MnEXckAjVZU

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

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Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our audience, reach out to show host Rob Brown on LinkedIn and his team will reach out to fix up a chat to explore.

https://www.linkedin.com/in/therobbrown

You can also check out all shows on the Accounting Influencers YouTube Channel:

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In this Talent Special bonus, "Digital Wellbeing for Busy People" Rob Brown interviews Bailey Parnell, an expert in digital culture, social media, and mental health. In this episode, they discuss the skills needed to thrive in a VUCA (volatile, uncertain, complex, and ambiguous) world. Bailey emphasizes the importance of a growth mindset, optimism, and resilience, as well as the interconnectedness of individuals and organizations.

The conversation then shifts to the impact of digital culture on work and personal life, with Bailey discussing the dangers of social media addiction and the negative effects of screen culture on physical, sociological, and psychological health. She highlights the importance of accountants being mindful of their social media and screen usage and incorporating practices such as mindfulness and digital detoxing into their lives.

Bailey also talks about her company, Skills Camp, which focuses on soft skills development and the importance of mental health responders and counsellors for stressed employees. The episode offers a cautionary tale to accountants looking to grow their firms, urging them to be vigilant about social media usage and prioritize their well-being over digital engagement.

Overall, this episode of the Accounting Influencers Podcast provides valuable insights into the skills and mindset needed to succeed in today's VUCA world and practical tips for maintaining mental health and well-being in a digital culture. Don't miss this informative conversation between Rob Brown and Bailey Parnell!

You can also watch this on youtube here: https://youtu.be/JKSTI6UeB0c

Key takeaways

➔ To thrive in a VUCA world, individuals need a growth mindset, optimism, resilience, and the ability to adapt and embrace change.

➔ Digital culture significantly impacts work and personal life. Accountants must be mindful of their social media and screen usage to combat the adverse effects on their physical, mental, and emotional well-being.

➔ Companies need to create a culture that supports mental health and well-being, especially in a hybrid work environment, by training leaders to manage crises and promoting a human-centric workplace.

➔ Soft skills development, such as interpersonal communication and emotional intelligence, is crucial for business professionals to succeed in today's world, and mental health responders and counsellors can help support stressed employees

Guest Bio

Bailey Parnell is a 2x TEDx speaker, Founder & CEO of SkillsCamp, and named one of Canada's Top 100 Most Powerful Women. She is an internationally-recognized entrepreneur, an active humanitarian, and an expert in soft skills training. Bailey has nearly 4 million views on her TEDx talks, and her work has been featured in Forbes, Good Morning America, CBC, and other notable media outlets. She completed her Master's in Communications and Culture at Ryerson University with research on social media's impact on mental health. This research led to the creation of her signature 5 Steps Towards #SafeSocial and a connected non-profit of the same name. Bailey is known for her skilful storytelling, confidence, research, and humour. She frequently speaks on social media and mental health, soft skills, intergenerational understanding, and being a woman in business.

Bailey's company SkillsCamp is a soft skills training company that works with businesses and educational institutions to help their staff and students develop the essential skills needed for personal and professional success - personal branding, stress management, emotional...

"Soft Skills Mastery in a VUCA World: Bailey Parnell", owner of Skills Camp, emphasises the importance of soft skills in the workplace, particularly in high-pressure professions like accounting. She stresses that grit is just one element of resilience and that soft skills are often the skills that characterise our relationships with ourselves and others. Bailey also explains how the VUCA acronym, Volatility, Uncertainty, Complexity, and Ambiguity, applies to the current workplace environment and how soft skills are crucial in navigating it.

Bailey and Rob discuss the need for a growth mindset and being open to continuous learning and development. They emphasise the importance of seeking feedback and auditing one's skills to identify areas that require action, especially with the increasing automation of some roles. The speakers differentiate between optimists and pessimists and explain how having an optimistic mindset, particularly in times of change and stress, is crucial. The conversation concludes by emphasising the need for a learner-centric approach to teaching soft skills that prioritises the learners' interests and learning styles over serving the institution.

You can also watch this on youtube

Key takeaways

Soft skills are essential in accounting, as they play a significant role in building relationships with colleagues, clients, and stakeholders.

Resilience is a critical soft skill, but it's not enough. Other essential skills include stress management, empathy, and cross-cultural communication.

The VUCA (Volatility, Uncertainty, Complexity, and Ambiguity) acronym is a helpful way to describe the current workplace environment, and developing soft skills is crucial in navigating it.

To develop soft skills effectively, a learner-centric approach should be taken that prioritises the learners' interests and learning styles over institutional needs.

Having a growth mindset, seeking feedback, and auditing one's skills are essential to continuous learning and development.

Being optimistic is crucial, especially in times of change and stress. Optimism isn't necessarily about being positive or negative, but rather how one views oneself about what happens.

Bailey Parnell is a 2x TEDx speaker, Founder & CEO of SkillsCamp, and named one of Canada's Top 100 Most Powerful Women. She is an internationally-recognized entrepreneur, an active humanitarian, and an expert in soft skills training. Bailey has nearly 4 million views on her TEDx talks, and her work has been featured in Forbes, Good Morning America, CBC, and other notable media outlets. She completed her Masters in Communications and Culture at Ryerson University with research on social media's impact on mental health. This research led to the creation of her signature 5 Steps Towards #SafeSocial and a connected non-profit of the same name. Bailey is known for her skilful storytelling, confidence, research, and humour. She frequently speaks on social media and mental health, soft skills, intergenerational understanding, and being a woman in business.

Bailey's company SkillsCamp is a soft skills training company that works with businesses and educational institutions to help their staff and students develop the essential skills needed for personal and professional success - personal branding, stress management, emotional intelligence, and public speaking. Bailey's engaging and informative presentations have reached over 4 million people worldwide. Bailey enjoys wine, cheese, good TV, and "thought experiments" when she's not working. You can follow her on Instagram, LinkedIn, TikTok, Twitter, and Facebook at @BaileyParnell or @baileytaylorparnel. For more information, visit her website at baileyparnell.com or contact her at bailey@skillscamp.co

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance...

In this Talent Special bonus, "Leading in a People First Culture: Xero's Jen Surtees," host Rob Brown speaks with Jen Surtees, the Director of People Experience (UK & EMEA) at Xero, about the importance of building and leading in a people-first culture.

Jen explains that a people-first culture prioritises employees' well-being, development, and growth. She emphasises cultivating a culture where employees can thrive and feel supported. She identifies the first step as identifying the values that will drive the culture and developing a clear vision.

Leaders should create a safe environment for employees to voice their opinions and concerns. People leaders can support the culture by ensuring policies and practices align with the company's values. Jen shares top tips for understanding and developing culture, including listening to feedback, identifying areas for improvement, and incorporating change where needed.

You can also watch this on Youtube - https://youtu.be/7gz1D2r1Idk

Guest Bio:

Jen is the Director of People Experience (UK & EMEA) at Xero, with extensive experience in coaching and a passion for supporting individuals to be their best selves at work. Jen designs recruitment, development, and cultural programs for businesses that prioritize people at heart. She thoroughly researched the psychological conditions that foster high-performing teams and a sense of belonging, resulting in strong team cultures. Jen works at Xero, ensuring the company provides every employee with a world-class and inclusive experience. She creates an environment where employees can believe, belong and flourish. Under her leadership, Xero has been named the 5th Best Workplace in Tech and the 2nd Best Workplace for Women in the UK Large Business Category. Jen loves the great outdoors and recently moved with her husband and daughter to the coast, where they enjoy spending time outdoors and experiencing nature.

Key takeaways

➤ A people-first culture is crucial for businesses in today's recruitment landscape.

➤ Leaders must prioritise employee well-being, development, and growth to cultivate a thriving culture.

➤ To build a people-first culture, leaders should identify the values that drive the culture and develop a clear vision for the organisation.

➤ Leaders should create a safe environment for employees to voice their opinions and concerns.

➤ People leaders can support the culture by ensuring policies and practices align with the company's values.

➤ Top tips for understanding and developing culture include: listening to feedback, identifying areas for improvement, and incorporating change where needed.

➤ Businesses need to specialise in a niche and become thought leaders.

➤ Firms offering client advisory services (CAS) must focus on sales and marketing to succeed.

➤ Verticals matter in CAS, and firms must think beyond write-up and controllership to provide more value to their clients.

➤ To scale successfully in CAS, firms must focus on hiring and training staff, creating processes and systems and building technology infrastructure.

➤ CPA and BPO firms can compete with low-priced providers in the current market by providing niche expertise and thought leadership.

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes:

"The Power of a Pipeline for Accountants: Ed Warren"

Rob Brown sits down with Ed Warren, an accomplished sales executive with over 25 years of professional services sales and marketing experience. Ed works for Sage, a large accounting software firm, and helps accountants grow their outsourced accounting practice.

Ed shares his insights on how the accounting industry has been affected by the Covid-19 pandemic and what the future may hold for the industry. He believes that while the accounting firm space is in a good place given the circumstances, there is also a bit of complacency as they have weathered the storm reasonably well. However, staffing is a huge issue right now, and the industry will have to figure out how to adjust to players with different values than the legacy partner.

Ed also discusses the importance of the trusted advisor relationship that accountants have with their clients. He shares tips on how firms can increase their revenue through client advisory services, including cross-selling other services to clients such as wealth management, family office, and retirement planning. He emphasizes the importance of making conscious decisions to go after higher volume, higher margin clients to provide a better client experience and where the team is treated with respect.

Key takeaways

➤ Staffing is a significant issue for accounting firms, as younger generations value work-life balance and giving back to their communities more than partnership and equity.

➤ To stay competitive, accounting firms must adapt to changing software technologies, such as cloud-based ERP solutions and tax and compliance software.

➤ Blockchain and other technologies in the venture stage could significantly impact the audit process in the next five to ten years.

➤ Firms should focus on developing trusted advisor relationships with their clients and consider pruning their book of business to eliminate unprofitable relationships and replace them with clients who will pay their fees and treat their employees well.

➤ Cross-selling other services to clients, such as wealth management, family office, and retirement planning, can create a multiplier effect and lead to multiple business streams.

➤ Conducting a pipeline review and focusing on individuals expected to bring in new business is essential. Still, it's also crucial to have honest conversations with clients regarding the value of relationships and the lifetime value of a client.

➤ Having tough conversations with clients regarding billing rates and ensuring that the billing is fair for the work done is essential for maintaining a successful practice.

Ed Warren is an accomplished sales executive with over 25 years of professional services, sales and marketing experience. He has worked in marketing, business development, and practice growth roles in Top 100 and Top 200 CPA firms. Ed is a fractional Chief Growth Officer for cloud accounting firms, helping them grow their outsourced accounting practice. He is a board member and finance committee chair of the Association for Accounting Marketing (AAM) and currently serves as the treasurer of AAM.

Aside from his professional work, Ed is an avid jogger, running 3 to 4 days per week, typically between 3 & 5 miles per run. He completed a Tough Mudder with his former managing partner and enjoys cooking, grilling, photography, and beach vacations with his wife, Marcia.

Ed is active on Twitter, where he can be found at @EdwardDWarren, and on LinkedIn at http://linkedin.com/in/edwarddwarren. He is also offering a free eBook download titled "7 Tips to Increase Revenue with Client Advisory Services," which can be found at

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In this Talent Special bonus, "Accounting Leaders - Good vz Great with Terry Snyder."

You can also watch this on YouTube - https://youtu.be/zxhMC7Ty36I

In this episode of the Accounting Influencers Podcast, host Rob Brown welcomes Terry Snyder, a seasoned expert in accounting firm growth. Terry emphasizes the significance of cultivating a growth mindset in accounting and shares practical strategies for expanding your accounting firm. He delves into branding and provides tips on creating a strong brand, including defining your unique value proposition, identifying your ideal client, and creating a consistent visual and verbal identity.

Moreover, Terry sheds light on the future of accounting and how firms can brace themselves for the technological changes ahead. He predicts that automation and AI will continue to play a significant role in the industry. He also highlights the importance of maintaining a personal touch and building strong relationships with clients. Tune in to the Accounting Influencers Podcast to learn more and to get valuable insights and tips from the industry's top influencers.

Guest Bio

Terry Snyder, a growth, strategy, and culture consultant, formerly served as the Head of Allinial Global, one of the largest accounting alliances in the world. He currently advises BOKS International, large accounting firms, and software vendors on their growth strategies. He started his career in 1970 - interning with (Deloitte) Haskins & Sells before joining Arthur Andersen. In 2006, he stepped out of the profession and became the president of a bank for 2 years before joining Allinial Global as the CEO and President. He spent 12 years with AG, overseeing growth from from $600 million (NA focused) to over $4.3 billion (globally focused). Now retired, Terry lives living in Charlotte North Carolina and consulting with BOKS International on growth and strategy as well as individual firms. 

Key Takeaways

➤ Having a growth mindset is essential for accounting firms to thrive, and it's crucial to be open to new ideas and seek out opportunities to learn and improve constantly.

➤ Developing a strong brand is a key strategy for accounting firm growth, and a strong brand is more than just a logo or tagline. It's about creating a clear and compelling message that resonates with your target audience.

➤ To build a strong brand, it's important to define your unique value proposition, identify your ideal client, and create a consistent visual and verbal identity.

➤ Automation and artificial intelligence will continue to play a growing role in the accounting industry, but maintaining a personal touch and building relationships with clients is still essential.

➤ To stay ahead of the curve in the accounting industry, it's important to invest in technology, develop new skills, and embrace change.

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If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content:

How Accountants Can Grow with Video: Kate Johnson

Our guest today is Kate Josephine Johnson, owner of Heritage Business Services, LLC, a virtual bookkeeping firm serving small businesses across the United States. Kate is also the Chief Hustler at Bookkeeping Side Hustle, where she helps other accounting professionals build virtual accounting careers they love.

In this episode, Kate shares her insights on how accounting professionals can diversify their revenue streams. She discusses various strategies, including eBooks, monthly membership for DIY clients, vendor referral links, YouTube, and sponsorships of newsletter and video content.

Kate emphasizes the importance of using video in your business. She shares statistics about the rise of video and explains that you need two skills to make videos: creating and communicating. She also provides different ways to use video, such as internal operations, clients and hot prospects, and external “Know/Like/Trust” marketing.

Kate also talks about how to enter the accounting space as an outsider and build a life you love. She shares her personal story of transitioning from corporate finance to small business accounting after being a stay-at-home mom for six years.

Lastly, Kate elaborates on the mission of the Bookkeeping Side Hustle Community. The community aims to support accounting professionals, emphasize that bookkeeping is accounting, provide honest reviews, and foster a community of hardworking people. The community also rethinks income, helps job seekers, and makes accounting fun!

Kate Josephine Johnson is the owner of Heritage Business Services, LLC, a virtual bookkeeping firm that serves small business clients throughout the United States. She is also the Chief Hustler at Bookkeeping Side Hustle, where she helps accounting professionals build a virtual accounting career they love. Kate is a proud Texan, Baylor Bear, and Navy wife. With an MBA from the Yale School of Management and a BA in Economics from Baylor University, Kate worked in corporate finance before choosing to be a stay-at-home mom for several years after her first child was born.

In 2021, she was recognized as the Top 50 Women In Accounting. Kate is known to be a morning person and gets more done before 7:00 am than most people do all day long. She can be contacted via www.HeritageBusinessServices.com for small businesses and bookkeepingsidehustle@gmail.com for accounting professionals.

Kate is also active on LinkedIn, Twitter, Instagram, and YouTube, and she manages the Bookkeeping Side Hustle Facebook Group.

Key takeaways from this episode include:

Diversify your revenue streams: In addition to traditional accounting services, explore other opportunities to generate revenue, such as creating ebooks, offering monthly memberships for DIY clients, vendor referral links, YouTube, sponsorships of your newsletter and video content, and more.

Use video in your business: Video is no longer optional in today's business world. Learn to create and communicate effectively through video to enhance your marketing efforts and engage your clients.

Build a virtual accounting career: If you're an outsider looking to break into the accounting space, consider building a virtual accounting career that can scale up or down with your family's needs. Take advantage of resources like the Bookkeeping Side Hustle Community to learn how to make accounting fun and rethink income.

Emphasize the "know/like/trust" factor: In addition to providing quality accounting services, focus on building relationships with your clients and fostering a sense of community to establish trust and loyalty. This can lead to more referrals and repeat...

As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.

We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.

You can view this episode on Youtube here: https://youtu.be/-Iz8GJtQmQs

Your commentators and thought leaders in this bonus series include:

Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/

Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/

Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/

Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/

Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/

Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/

Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/

Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/

We cover the following areas in these bonus episodes:

A. 2022 in review

1. How would you sum up the year for accounting? Any surprises, findings, outcomes?

2. What kind of shape is the accounting profession in as we emerge from the pandemic?

3. If you were a teacher giving accountants a school report, how would you grade them?

4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?

5. What lessons have we learned about what has succeeded and failed in the last 3 years?

B. 2023 in preview

1. What will be the main challenges for accountants and firms in the coming year?

2. Where will accounting firms find their biggest opportunities in the coming year?

3. What will separate the good accounting firms from the great ones in 2023?

4. What will happen to the complacent accounting firms who won't/can't change?

5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?

"Do Accountants Make the Best CFOs? Steve Rosvold."

Steve Rosvold is the Founder of CFO.University, a professional development platform for finance leaders. He spent 20 years leading corporate finance teams honing his ability to drive change, improve profitability and ensure long-term financial health for businesses before creating an advisory practice that grew into CFO.University.

The company’s foundation is built on the four pillars of CFO success: Accounting, Finance, Treasury and Leadership and its mission is to deliver practical, performance enhancing and convenient professional development to finance leaders all around the globe.

In this episode, we discuss how accountants and CPAs are dialed into governance, financial control and historical reporting, but how this often locks them out of future focus, predictions, and analytics. If accountants and CPAs don't have the right skills, what do they need?

Steve shares the four pillars of success in COF University that lead to mastery as a senior financial officer and an even stronger accountant. The Four Pillars are made up of:

1. Accounting – Governance & Controls, Transaction Recording and Reporting
2. Finance – Business Planning, Financial Forecasting and Investment Analysis
3. Treasury – Cash Management, Funding (Capital Raising) and Risk Management
4. Leadership – Self Awareness, Team Building and Strategy & Culture

We explore how the CPA or chartered accountant qualification used to be a route to CFO status and positions but no longer. And we look at what is. Lots of goodies here to help accounting professionals appreciate and even step into the financial expertise required by modern businesses.

Steve lives in beautiful Vancouver, Washington and is an avid bicyclist. On his longest one-day trek he pedaled 275 miles from Seattle to Spokane, Washington.

https://www.linkedin.com/in/steverosvold

https://www.cfo.university/

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, go to https://accountinginfluencers.com/events and book your place at the next gathering. Great to build your personal brand and make valuable industry connections.

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You can watch this episode and more on our YouTube Channel

https://www.youtube.com/@accountinginfluencers

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May...

This bonus episode of the Accounting Influencers podcast is part of a series to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.

We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.

You can check this episode out on Youtube here: https://youtu.be/ink1NDsoW-I

Your commentators and thought leaders in this bonus series include:

Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/

Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/

Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/

Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/

Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/

Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/

Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/

Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/

We cover the following areas in these bonus episodes:

A. 2022 in review

1. How would you sum up the year for accounting? Any surprises, findings, outcomes?

2. What kind of shape is the accounting profession in as we emerge from the pandemic?

3. If you were a teacher giving accountants a school report, how would you grade them?

4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?

5. What lessons have we learned about what has succeeded and failed in the last 3 years?

B. 2023 in preview

1. What will be the main challenges for accountants and firms in the coming year?

2. Where will accounting firms find their biggest opportunities in the coming year?

3. What will separate the good accounting firms from the great ones in 2023?

4. What will happen to the complacent accounting firms who won't/can't change?

5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels are

1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 32, "Inspirational Women Leaders in Accounting Panel 14" features

Alexis Becker  Director at Freed Maxick CPAs https://www.linkedin.com/in/alexissullivanbecker/

Lexy Kessler  Partner, Government Contracting Services Group at Aronson LLC https://www.linkedin.com/in/lexykessler/

Teri Schaffer  Managing Partner, Northeast Ohio Assurance at BDO USA, LLP https://www.linkedin.com/in/teri-martello-schaffer-60286610/

Tamera Loerzel Partner at ConvergenceCoaching, LLC https://www.linkedin.com/in/tameraloerzel/

Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world, the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?

You can also watch this on youtube here: https://youtu.be/0-_KMhncCQg

Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.

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FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

Host Rob Brown is joined by Sue Coffey, CEO of Public Accounting at the American Institute of CPAs (AICPA), and Lexy Kessler, Partner at Aprio and Chair of the AICPA's National Pipeline Advisory Group (NPAG). They look into the alarming talent shortage facing the accounting profession and the potential solutions proposed by the NPAG.

Lexy and Sue discuss the overwhelming evidence pointing to a significant talent pipeline issue in accounting, including declining enrolment in accounting programs, fewer students pursuing the CPA credential, and challenges in retaining young professionals in their first five years of employment. But can the profession overcome this challenge? Rob, Sue, and Lexy explore the root causes, such as the profession's perceived image, the cost and time commitment of education, and the need for evolving business models at accounting firms.

The NPAG's findings underscore the urgency of addressing the talent pipeline issue collaboratively, involving stakeholders from academia, regulators, state societies, and the profession itself. Sue and Lexy share their optimism that by implementing the recommended solutions, the accounting profession can overcome this challenge and attract the talent required to thrive in an ever-evolving business landscape.

"We are a profession that communities, businesses, and economies need, and we just need to address our talent shortages and adapt." - Sue Coffey

"It's not just Debits and credits to that point. It's really about the business person piece of it and the different scenarios and the strategy behind the numbers as well. So there's much more to it than, than processing or, or producing a product and that's it. It's much, much more than that." - Lexy Kessler

Key Takeaways:

The accounting profession is struggling with a talent pipeline shortage, but it's not "withering on the vine" as some suggest. - Sue Coffey

Improving storytelling and celebrating the profession's impact is crucial to attract younger generations. - Lexy Kessler

The cost and time commitment of education, especially for socioeconomically disadvantaged students, is a significant barrier to entry. - Sue Coffey

Firms need to evolve their business models to provide a better experience for young professionals in their first five years, addressing issues like excessive hours and meaningful work assignments. - Sue Coffey

Modernizing the CPA licensure process is a long-term goal to ensure the profession remains sustainable and relevant in the future. - Lexy Kessler

You can watch this episode and more on our YouTube Channel

https://youtu.be/JaLe1nq9lk4

Join the Accounting Influencers community and get invitations to our international speed networking events to build your personal brand and network in the accounting, finance and tech world: https://www.linkedin.com/company/accountinginfluencers

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

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Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience...

"What Is Accounting Transformation? Donny Shimamoto."

Donny Simamoto is the founder of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm accelerating innovation and organizational development for small and mid-market businesses and nonprofits. He is recognized as a global thought leader and educator in the fields of accounting innovation, IT risk management, and performance management.

Key questions addressed in this episode :

☛ the origins of the Center for Accounting Transformation and what's happening at that brand here: www.improvetheworld.net

☛ what exactly is meant by 'accounting transformation'

☛ key areas of accounting transformation, including accounting firms , tax, audit, outsourced accounting and

☛ how the accounting firm transformation assessment works and the 6 major transformation areas firms must understand

☛ blueprints for tax return preparation automation and outsourcing that looks at the end to end tax return process

☛ findings on research into keys to success with tax staff outsourcing

☛ upcoming research on what accounting firms that have successfully used outsourcing are doing and lessons learned

☛ the content of audit self-study course (automation, artificial intelligence, blockchain, data analytics, data visualization and the future of audit)

☛ the approach PwC has used to educate its entire US staff to identify opportunities to leverage technologies.

☛ toolkits in In CAS and finance transformation to help finance application and vendor selection for ERP and CPM solutions

☛ DE&I research findings from multiple state accounting societies, media, and firm associations

​Donny co-chair of the National Conference of Lawyers and CPAs, past chairman of the AICPA’s Information Management and Technology Assurance Executive Committee, and former member of its Governing Council, Assurance Services Executive Committee, and numerous other AICPA committees and task forces. He is also a past member of the IFAC Technology Advisory Group. Donny was recognized as one of the Top Thought Leaders in Public Accounting by CPA Practice Advisor from 2012 to 2022, Top 100 Most Influential People in Accounting (2013/2014/2017-2021) by Accounting Today, received the 2009-2010 President’s Award from the Hawaii Society of CPAs, was named to CPA Technology Advisor’s 40 Under 40 list in 2007 & 2009 & 2014, and was also a Hawaii Top High Tech Leader in 2004.

Facebook/Instagram/LinkedIn/Twitter: @donnyitk​

https://improvetheworld.net

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The Accounting Influencers Podcast drops every Monday to accounting professionals, finance specialists, software vendors, tech providers and influencers across 150 countries in the accountancy, CPA and bookkeeping space. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering: https://accountinginfluencers.com/events. Great to build your personal brand and make valuable industry connections in return for a small donation to charity.

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Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+...

As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.

We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.

Check this out on Youtube here: https://youtu.be/Pg0WqaNQbk8

Your commentators and thought leaders in this bonus series include:

Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/

Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/

Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/

Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/

Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/

Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/

Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/

Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/

We cover the following areas in these bonus episodes:

A. 2022 in review

1. How would you sum up the year for accounting? Any surprises, findings, outcomes?

2. What kind of shape is the accounting profession in as we emerge from the pandemic?

3. If you were a teacher giving accountants a school report, how would you grade them?

4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?

5. What lessons have we learned about what has succeeded and failed in the last 3 years?

B. 2023 in preview

1. What will be the main challenges for accountants and firms in the coming year?

2. Where will accounting firms find their biggest opportunities in the coming year?

3. What will separate the good accounting firms from the great ones in 2023?

4. What will happen to the complacent accounting firms who won't/can't change?

5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels are

1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 31, "Inspirational Women Leaders in Accounting Panel 13" features

Emma Crawford-Falekaono Head of EMEA at Ignition  https://www.linkedin.com/in/emma-cf/

Louise Wilson Head of Accounting & Finance Sector at Moneypenny https://www.linkedin.com/in/louiseatmoneypenny/

Sonia Dorais CEO at Chaser  https://www.linkedin.com/in/soniadorais/

Zoe Lacey-Cooper Managing Director of CPD store at OmniPro https://www.linkedin.com/in/zoelacey-cooper/

Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world, the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?

You can also watch this on youtube here: https://youtu.be/Pg0WqaNQbk8

Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.

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A reminder of 5 great shows in the Accounting Influencers Podcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.

❷

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

***Note from next week Mon 6 January 2023 this show reverts back to the popular Accounting Influencers Podcast as a title. You don't need to do anything - just make sure you stay subscribed when the show title changes. ***

In today's episode 31 , "Building a Successful LinkedIn Network: Nancy Fox."

You can also watch this on youtube here: https://youtu.be/kdG9WBuRzMo

Nancy Fox is a former corporate executive in manufacturing, launching her coaching and training business in 1999. She has trained and coached senior executives in leadership, communications, and business development. Nancy first experienced the fulfillment of fractional leadership when she became the Fractional Business Development Officer in professional service firms, guiding accounting and law professionals in networking, client relationship building and engagement. She helped firms develop internal mentoring programs and women’s initiatives.

Key takeaways from this episode include:

✓ the number one thing professional people will no longer tolerate in their careers

✓ why money has dropped from the top of the list of what people want from a professional job in accounting

✓ what has replaced 'nose to the grindstone' in pushing people ahead on the career ladder

✓ the lack of career permanency that means the shelf life of an executive is now rarely more than two years

✓ how employees have so many choices in their career if they are willing to build career capital

✓ acknowledging that even though it's easier to connect with people, it's also more noisey and crowded out there

✓ the long term nature of building a significant professional network - it's not an overnight thing

✓ what makes LinkedIn the 'go to' social media platform vz Facebook, Instagram and Twitter for accounting professionals

✓ the factors that determine what will be successful in building a strong LinkedIn profile

✓ What stretched accountants and CPAs can do if they feel they are too busy to network

...and so many more practical insights from Nancy.

Nancy is a community and network builder, a keynote speaker and the author of a highly recognized book on strategic networking, Network Like A Fox. She is based out of Los Angeles, loves tennis, dogs, the mountains, and West Coast Swing dancing.

Network Like A Fox book - https://networklikeafox.com

Book a call with Nancy - https://fractionals.as.me/leapforward

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FOLLOW US ON SOCIAL MEDIA: we'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.

We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.

You can also watch this interview with Sam Loui on Youtube: https://youtu.be/Y4aB7FTuCbM

Your commentators and thought leaders in this bonus series include:

Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/

Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/

Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/

Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/

Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/

Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/

Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/

Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/

We cover the following areas in these bonus episodes:

A. 2022 in review

1. How would you sum up the year for accounting? Any surprises, findings, outcomes?

2. What kind of shape is the accounting profession in as we emerge from the pandemic?

3. If you were a teacher giving accountants a school report, how would you grade them?

4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?

5. What lessons have we learned about what has succeeded and failed in the last 3 years?

B. 2023 in preview

1. What will be the main challenges for accountants and firms in the coming year?

2. Where will accounting firms find their biggest opportunities in the coming year?

3. What will separate the good accounting firms from the great ones in 2023?

4. What will happen to the complacent accounting firms who won't/can't change?

5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels are

1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode, "Inspirational Women Leaders in Accounting Panel 12" features Arianna Campbell, Kimberly Ellison-Taylor, Michelle Arnold and Tommye Barie.

You can also watch this on youtube here: https://youtu.be/Y4aB7FTuCbM

Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world, the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?

Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.

◣━━━━━━━━━━━━━━━━━━━━◢

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

This is the "Success in Accounting" show, going live every Monday to 150 countries and 31,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

Soon this will revert back to its previous name, the Accounting Influencers Podcast from Mon 6th Feb 2022 so stay subscribed and enjoy some of the excellent guests and panels we've got lined up with the world's top accounting influencers and experts.

In today's episode 30, "Why Accountants Need Communities: Bryan Williams."

Bryan Williams, partnerships and community expert tells host Rob Brown why accountants should be building communities for greater business opportunities.

You can also watch this on youtube here: https://youtu.be/Y4aB7FTuCbM

Bryan Williams is the founder of Hockey Stick Advisory which helped tech businesses to grow and scale through building curated partnership ecosystems, so that they can reach their full potential, faster. Bryan’s role as founder is to help the next generation of aspiring tech companies build their partnership ecosystem muscle, established after Bryan led Xero's ecosystem team across AU/NZ for 5 years.

Check out Bryan's previous interview "How Commercial Partnerships Help Accounting Firms" https://youtu.be/8UO2YfvKbAg on video or https://bit.ly/3VcHZ0R audio podcast

Key areas covered in this interview about accounting firms building communities:

✓ What's the story behind your building of Xero’s successful app community?

✓ How do you define a community?

✓ Community led growth, the perfect storm? Why now?

✓ What should a great community look like?

✓ What are the benefits of community growth ?

✓ Why are communities increasingly recognised as a strategic asset?

✓ How can you start a community? What should it look like?

✓ How can you measure community impact?

✓ What sort of rules should you have to moderate or control your community? How strict should you be?

✓ How can you activate your community?

✓ What are the key takeaways for accountants to get started in building their community?

Outside of work, he is very occupied chasing around his 3 kids under 4, (including twins) whilst refusing to give up on being a wkd warrior at various endurance events. He lives in Melbourne, Australia.

https://www.linkedin.com/in/bryanwilliamsaus

https://twitter.com/BryanWi11iams

https://hockeystickadvisory.com

◣━━━━━━━━━━━━━━━━━━━━◢

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencers

As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.

We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.

Your commentators and thought leaders in this bonus series include:

Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/

Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/

Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/

Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/

Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/

Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/

Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/

Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/

This interview is available here on youtube: https://youtu.be/NIFR1HiFt5k

We cover the following areas in these bonus episodes:

A. 2022 in review

1. How would you sum up the year for accounting? Any surprises, findings, outcomes?

2. What kind of shape is the accounting profession in as we emerge from the pandemic?

3. If you were a teacher giving accountants a school report, how would you grade them?

4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?

5. What lessons have we learned about what has succeeded and failed in the last 3 years?

B. 2023 in preview

1. What will be the main challenges for accountants and firms in the coming year?

2. Where will accounting firms find their biggest opportunities in the coming year?

3. What will separate the good accounting firms from the great ones in 2023?

4. What will happen to the complacent accounting firms who won't/can't change?

5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels are

1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 29, "Inspirational Women Leaders in Accounting Panel 11" features

Ellen Choi Cofounder at Aiwyn https://www.linkedin.com/in/ellenchoi/

Maxine Brock International Marketing Director at MGI Worldwide https://uk.linkedin.com/in/maxine-brock

Orumé Agbeyegbe Hays Vice President at NYSSCPA https://www.linkedin.com/in/orum%C3%A9-hays-cpa-cgma/

Rebecca Benneyworth Principal at Rebecca Benneyworth and Co https://www.linkedin.com/in/rebecca-benneyworth-6994b114/

Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world, the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?

You can also watch this on youtube here: https://youtu.be/9KG7c4N6oKI

Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.

◣━━━━━━━━━━━━━━━━━━━━◢

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer...

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In today's episode 29, "Habits, Performance & Accountants Part 2: Jon Finn."

You can also watch this on youtube here: https://youtu.be/Zi9Wqj08gwE

Dr. Jon Finn wrote his best-selling book ‘The Habit Mechanic’ (which took him over 20 years) because his life’s mission is to help people to be their best in the challenging modern world. This book is proven to change lives. People have said it is a ‘MANUAL FOR LIFE’, and a ‘TOOL KIT FOR SUCCESS’. It contains over 30 self-improvement tools. It is like three books in one.

Dr. Finn also founded the award-winning Tougher Minds consultancy and has three psychology-related degrees, including a PhD. He has worked in performance psychology, resilience, and leadership science for over 20 years. Tougher Minds uses cutting-edge insights from psychology, behavioral science, neuroscience, and world champions to help organizations develop “Habit Mechanics” and “Chief Habit Mechanics”—resilient people, outstanding leaders, and world-class teams.

Key takeaways from this episode include:

➠ how habits and habitual brain patterns govern pretty much everything you do in work and personal life

➠ one simple question accountants can ask themselves to be more intentional with their brains and habits for better performance

➠ how accountants can use data to create 'tiny empowering actions' or TEAs to improve their performance

➠ how the 'Habit Mechanic' book offers professionals like accountants the specific bevavioral science tools that work for them as individuals

➠ how to recalibrate performance when things go wrong or failure happens

➠ why we don't do what we know we should do, even if it's good for us and even if we know we should do it

➠ some of the factors that drive complex behaviors through our everyday habits

➠ the difference between intentions and habits, especially when it comes to the triggers and rewards that build habits

➠ the problem with 'more knowledge' in trying to solve the problems that cause mental breakdown and low mental resilience

➠ how artificial intelligence falls down in complex areas that require high level thinking - this will keep accounting professionals relevant!

➠ check out part 1 of this interview with Dr Jon Finn for the foundations of good habits in level performance at work and how the brain really works https://youtu.be/fZDSas5V9Cw or the podcast here: https://bit.ly/3XaqWOy

Having trained and coached over 10,000 people, Dr. Finn, and his colleagues, work with global businesses, high-growth startups, individuals, elite athletes, coaches and teams, leading educational institutes, families, the UK government, and think tanks. For podcast episodes and free resources, visit: tougherminds.co.uk.

The Habit Mechanic book: https://geni.us/TheHabitMechanic

www.linkedin.com/in/dr-jon-finn

◣━━━━━━━━━━━━━━━━━━━━◢

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show:

Ever wondered how top accountants stay ahead in a fast-evolving industry?  

Rob Brown hosts a panel of influential voices in the accounting world to discuss the current state and future of the profession. The conversation delves into the threats and challenges faced by accountants, the need for rebranding and attracting new talent, the role of technology, and the opportunities that lie ahead.

The panelists, including Paul Surtees, Leslie Shiner, Denise Froemming, and Adam Lean, share their candid perspectives on the commoditization of accounting services, the importance of shifting from compliance-focused to advisory-focused roles, and the need for accountants to speak the language of business rather than accounting jargon.

They emphasize the necessity of embracing technological advancements like AI and automation to free up time for more meaningful work and the imperative of fostering financial literacy in society.

Key Takeaways:

• Accountants must move beyond compliance and embrace advisory roles to stay relevant.
• The profession faces a talent shortage and needs to rebrand itself to attract and retain the next generation.
• Firms should focus on helping clients be profitable and speak a language they understand.
• Financial literacy should be prioritized from a young age to foster a deeper understanding of numbers.
• Embracing AI and technology can free up accountants to provide more purposeful and impactful work.

Quotes:

• "They should be listening to their clients. They should be asking for and being proactive in helping their clients instead of retroactive." - Leslie Shiner
• "You cannot talk like an accountant. You got to talk like to a human, because your customer is a human, not an accountant." - Adam Lean
• "I would love to see financial literacy, like, in every high school, community college, so we could start from a, and it's in about 25 different states, but we're working on it." - Denise Froemming
• "You can't go and speak to accountants to tell them how to do their day job because we're not accountants." - Paul Surtees
• "Accounting is the language of business. And I think this is a great time for accountants to remember that and realize that their job is to be an interpreter of accounting in a way that makes sense." - Adam Lean

View this episode in video on YouTube here:

https://youtu.be/aS_eaA5zVtg

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

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Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.com

ACCOUNTEX. Bringing the accounting world together with UK and international events for the accounting and tech world. https://www.accountex.co.uk

If you'd like to sponsor the show and elevate your brand with our...

As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.

We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.

You can watch this episode on youtube here: https://youtu.be/VqdcLLuwzww

Your commentators and thought leaders in this bonus series include:

Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/

Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/

Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/

Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/

Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/

Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/

Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/

Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/

We cover the following areas in these bonus episodes:

A. 2022 in review

1. How would you sum up the year for accounting? Any surprises, findings, outcomes?

2. What kind of shape is the accounting profession in as we emerge from the pandemic?

3. If you were a teacher giving accountants a school report, how would you grade them?

4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?

5. What lessons have we learned about what has succeeded and failed in the last 3 years?

B. 2023 in preview

1. What will be the main challenges for accountants and firms in the coming year?

2. Where will accounting firms find their biggest opportunities in the coming year?

3. What will separate the good accounting firms from the great ones in 2023?

4. What will happen to the complacent accounting firms who won't/can't change?

5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?

└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtube

https://www.instagram.com/accinfluencers

https://twitter.com/accinfluencers

https://www.facebook.com/accountinginfluencer

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels are

1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 28, "Inspirational Women Leaders in Accounting Panel 10" features

Avani Desai Chief Executive Officer at Schellman  https://www.linkedin.com/in/avani-d-596366/

Gabrielle Luoma Co-Founder and CEO at MOD Ventures  https://www.linkedin.com/in/gabrielleluomacpa/

Lori Kaiser Founder + CEO at Kaiser Consulting  https://www.linkedin.com/in/lorikaiser/

Nayo Carter-Gray CEO at 1st Step Accounting https://www.linkedin.com/in/nayocartergray/

Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world, the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?

You can also watch this on youtube here: https://youtu.be/NnWs7t5QaCE

Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast...

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In today's episode 28, "Habits, Performance & Accountants Part 1: Jon Finn."

You can also watch this on youtube here: https://youtu.be/fZDSas5V9Cw

Dr. Jon Finn wrote his best-selling book ‘The Habit Mechanic’ (which took him over 20 years) because his life’s mission is to help people to be their best in the challenging modern world. This book is proven to change lives. People have said it is a ‘MANUAL FOR LIFE’, and a ‘TOOL KIT FOR SUCCESS’. It contains over 30 self-improvement tools. It is like three books in one.

Dr. Finn also founded the award-winning Tougher Minds consultancy and has three psychology-related degrees, including a PhD. He has worked in performance psychology, resilience, and leadership science for over 20 years. Tougher Minds uses cutting-edge insights from psychology, behavioral science, neuroscience, and world champions to help organizations develop “Habit Mechanics” and “Chief Habit Mechanics”—resilient people, outstanding leaders, and world-class teams.

Key takeaways from this episode include:

➠ the similarities between high level sports performance and optimal business performance

➠ how much we know about the brain and what that knowledge allows business people to benefit from

➠ why super smart people like accountants and CPAs don't perform as optimally as they should

➠ how easy, automated and repeated behaviors dominate our day to day working life

➠ the limits of our short term, conscious memories and how the brain actually functions

➠ the origins of VUCA and the impacts of volatility, uncertainty, complexity and ambiguity in professional life

➠ how habits define daily work practices and the ability of professionals like accountants to perform optimally

➠ the different ways our brains can be recharged to maintain high level performance in pressure situations

➠ the kind of brain power accountants and CPAs need to perform high value, highly charged work

➠ practical tips accountants can apply quickly to harness the power of habits for better performance at work

➠ check out part 2 of this interview with Dr Jon Finn for more practical applications of habit mechanics for high level performance at work

Having trained and coached over 10,000 people, Dr. Finn, and his colleagues, work with global businesses, high-growth startups, individuals, elite athletes, coaches and teams, leading educational institutes, families, the UK government, and think tanks. For podcast episodes and free resources, visit: tougherminds.co.uk.

The Habit Mechanic book: https://geni.us/TheHabitMechanic

www.linkedin.com/in/dr-jon-finn

◣━━━━━━━━━━━━━━━━━━━━◢

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content:

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels are

1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 27, "Inspirational Women Leaders in Accounting Panel 9" features

Gemma Edwards Partner, Head of Audit Operations at Cooper Parry  https://www.linkedin.com/in/gemma-edwards-263a6ba8/

Lindsay Stevenson Chief Transformation Officer at BPM LLP  https://www.linkedin.com/in/lindsaystevensoncpa/

Lory Kelley Managing Partner at Bernard Robinson & Company  https://www.linkedin.com/in/loryhartmann/

Sharron Gunn Chief Operating Officer at ICAEW https://www.linkedin.com/in/sharrongunn/

Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world, the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?

You can also watch this on youtube here: [link from spreadsheet]

Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.

◣━━━━━━━━━━━━━━━━━━━━◢

A reminder of 5 great shows in the Accounting Influencers Podcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news...

As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.

We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.

Your commentators and thought leaders in this bonus series include:

Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/

Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/

Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/

Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/

Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/

Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/

Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/

Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/

We cover the following areas in these bonus episodes:

A. 2022 in review

1. How would you sum up the year for accounting? Any surprises, findings, outcomes?

2. What kind of shape is the accounting profession in as we emerge from the pandemic?

3. If you were a teacher giving accountants a school report, how would you grade them?

4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?

5. What lessons have we learned about what has succeeded and failed in the last 3 years?

B. 2023 in preview

1. What will be the main challenges for accountants and firms in the coming year?

2. Where will accounting firms find their biggest opportunities in the coming year?

3. What will separate the good accounting firms from the great ones in 2023?

4. What will happen to the complacent accounting firms who won't/can't change?

5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels are

1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 26, "Inspirational Women Leaders in Accounting Panel 8" features

Christina Earls President at the Association of Accounting Technicians https://www.linkedin.com/in/christina-earls56367716/

Kim Ripberger Chief People Officer at Bernard Robinson & Company https://www.linkedin.com/in/kimberly-ripberger-cpa-59790078/

Michelle Mahle Tax Operations & Innovation Leader at Elliott Davis LLC https://www.linkedin.com/in/mmahle/

Hear what makes DIVERSITY, inclusion and DEI important in the accounting and fintech world, the legacy of a male dominated profession and the career obstacles and opportunities for women and under represented groups. We discuss the importance of role models and support networks, leadership styles and inclusive cultures, and share career or life tips for all accounting and fintech professionals who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?

You can also watch this on youtube here: https://youtu.be/ENOuHINrYxA

Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.

◣━━━━━━━━━━━━━━━━━━━━◢

A reminder of 5 great shows in the Accounting Influencers Podcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

❺ UK Matters in Accounting - FRIDAYS. A UK focused show...

As part of this Success in Accounting podcast, we are giving you some bonus episodes with key influencers in accounting and fintech. These are to review 2022 and the pandemic era, assessing what we've learned, what has worked and what hasn't.

We'll also look ahead to 2023 and preview where the challenges and opportunities are in the accounting and fintech world.

Your commentators and thought leaders in this bonus series include:

Martin Bissett Advisor to the Advisors in Accounting & Fintech Organisations https://www.linkedin.com/in/martinbissett/

Francesca Lagerberg CEO of Baker Tilly International https://www.linkedin.com/in/francescalagerberg/

Steve Heathcote Chief Executive Officer at PrimeGlobal https://www.linkedin.com/in/stephen-heathcote-b327573a/

Mark Koziel President and CEO at Allinial Global https://www.linkedin.com/in/mjkoziel/

Samantha Louis Chief Executive Officer at Praxity Global Alliance https://www.linkedin.com/in/samantha-louis/

Steve Cox Head of Market Insights at IRIS Software Group https://www.linkedin.com/in/stevenchristophercox/

Randy Johnston CEO & Co-Founder at Network Management Group https://www.linkedin.com/in/rpjohnston/

Dan Richards Founder of Practice Win & MyFirms App https://www.linkedin.com/in/danielrichards1/

We cover the following areas in these bonus episodes:

A. 2022 in review

1. How would you sum up the year for accounting? Any surprises, findings, outcomes?

2. What kind of shape is the accounting profession in as we emerge from the pandemic?

3. If you were a teacher giving accountants a school report, how would you grade them?

4. What have we learned about the software, fintech and vendors or the associations, networks and alliances serving accountants?

5. What lessons have we learned about what has succeeded and failed in the last 3 years?

B. 2023 in preview

1. What will be the main challenges for accountants and firms in the coming year?

2. Where will accounting firms find their biggest opportunities in the coming year?

3. What will separate the good accounting firms from the great ones in 2023?

4. What will happen to the complacent accounting firms who won't/can't change?

5. What's coming up for vendors in getting the attention of busy accountants or the or the associations, networks and alliances helping accounting firms in 2023?

◣━━━━━━━━━━━━━━━━━━━━◢

A reminder of 5 great shows in the Accounting Influencers Podcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or...

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In today's episode 25, "The Problem with Men - Rethinking Masculinity Pt 2."

Dan Stanley is a retired award-winning senior army commando, a former national sporting champion and author of Amazon bestseller, Rethinking Masculinity: A moderns man’s guide to succeeding in life; a book that illustrates and challenges the dysfunction of modern day masculinity.

In 2017, Dan experienced a midlife crisis; it nearly cost him his sanity and marriage but the adversity he experienced proved the catalyst for him changing his life’s trajectory. Now, Dan is an expert in men’s development and performance and is the founder of BetterMen, a coaching practice working exclusively with men.

Key takeaways from this episode include:

✿ how the upbringing of most boys leads to problems for men with overwork, burnout, loneliness and 'suffering in silence'

✿ the impact of high levels of divorce on men and why suicide is the biggest cause of death for men under 40 years old

✿ what stops men from being vulnerable and open with other men in talking about 'stuff', and why that leads to major problems

✿ the drivers shifting what success and masculinity mean in a post-pandemic world

✿ the two mountains in a man's life and what self-care looks like for men who must prioritize themselves

✿ practical strategies men can deploy to be better without being overwhelmed, undermined and under pressure

...and much much more

Dan has enabled clients to improve their wellbeing, relationships and work life balance, to change or re-ignite their careers, save their marriages and exit businesses for 7 figure sums.

https://www.linkedin.com/in/dan-stanley-bettermen/

https://www.better-men.uk/ to get a free copy of Dan's book

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A reminder of 5 great shows in the Accounting Influencers Podcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show:...

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In today's episode 24, "The Problem with Men - Rethinking Masculinity Pt 1."

You can also watch this on youtube here: https://youtu.be/oDJWg1Jt9z8

Dan Stanley is a retired award-winning senior army commando, a former national sporting champion and author of Amazon bestseller, Rethinking Masculinity: A moderns man’s guide to succeeding in life; a book that illustrates and challenges the dysfunction of modern day masculinity.

In 2017, Dan experienced a midlife crisis; it nearly cost him his sanity and marriage but the adversity he experienced proved the catalyst for him changing his life’s trajectory. Now, Dan is an expert in men’s development and performance and is the founder of BetterMen, a coaching practice working exclusively with men.

Key takeaways from this episode include:

✿ why we need to rethink masculinity and what it means to be a man, especially in the business world

✿ quoting Tony Robbins - "Success without fulfilment is the ultimate failure"

✿ the challenges of gender conditioning, social expectations and a turbulent world on the mindsets of working men

✿ the problems men encounter in trying to be strong, to stay silent, to not share vulnerabilities and to convey they are successful

✿ the five big challenges men face in their professional and personal lives that affect performance and mental health

✿ practical strategies men can deploy to be better without being overwhelmed, undermined and under pressure

Dan has enabled clients to improve their wellbeing, relationships and work life balance, to change or re-ignite their careers, save their marriages and exit businesses for 7 figure sums.

https://www.linkedin.com/in/dan-stanley-bettermen/

https://www.better-men.uk/ to get a free copy of Dan's book

◣━━━━━━━━━━━━━━━━━━━━◢

A reminder of 5 great shows in the Accounting Influencers Podcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show:

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic. The two objective of these panels are

1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 23, "Inspirational Women Leaders in Accounting Panel 7" features

Caroline Monk Executive Partner at Beever and Struthers https://www.linkedin.com/in/caroline-monk-2aa47634/

Deanna Salo Managing Principal at Cray Kaiser https://www.linkedin.com/in/deanna-salo/

Liza Robbins CEO at Kreston International https://www.linkedin.com/in/lizarobbins/

Maureen Dillmore Executive Director for Prime Global https://www.linkedin.com/in/maureen-dillmore-cmp-95471b7/

OPENING REMARKS

What are the key priorities for today's leaders in the accounting profession, and where does DIVERSITY/DEI appear on that list?

2. YOUR CAREER & LEADERSHIP STYLE

Outline your career journey 'to the top' and describe your approach to leading in challenging times.

3. CULTURE

What works for leaders in setting a culture that embraces a more diverse workforce and greater inclusiveness?

4. CLOSING REMARKS

What are your top 2-3 career or life tips for those women who desire to lead and make a difference?

You can also watch this on youtube here: https://youtu.be/WTlC1Dexub4

Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.

◣━━━━━━━━━━━━━━━━━━━━◢

A reminder of 5 great shows in the Accounting Influencers Podcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹

This international panel discussion explores the current state and future trajectory of the accounting profession. The distinguished panel includes influential leaders and innovators in the field such as Arun Mehra, Chase Birky, Eric Gregg, and Jody Padar to share their diverse perspectives on the challenges and opportunities facing the industry.

The conversation kicks off with an assessment of the profession's current shape. While the panelists acknowledge the existence of challenges, such as talent shortages and outdated business models, they also recognize the immense opportunities arising from technological advancements, changing client expectations, and the influx of capital from private equity and venture capital firms.

The discussion highlights the importance of embracing change, prioritizing culture and purpose, upskilling in areas like technology and advisory services, and positioning accountants as trusted business advisors rather than mere compliance providers.

As the dialogue progresses, the guests underscore the immense potential for accountants to thrive in the evolving business landscape by embracing innovation, redefining their value proposition, and becoming trusted advisors to their clients.

Key Takeaways:

• The accounting profession is at a crossroads, with firms facing an existential crisis due to outdated business models and a talent shortage.
• Money pouring into the industry from private equity and venture capital firms is forcing change and disrupting traditional firm structures.
• The ability to work with technology, including AI, will be more important than accounting experience or subject matter knowledge in the near future.
• Firms must prioritize culture, purpose, and agency for their employees to attract and retain top talent in the face of better career alternatives.
• Referrals alone will no longer be sufficient for acquiring new business; firms must embrace transparency and deliver remarkable client experiences.

Quotes:

1. "There are some real pioneers in this space who are doing things differently, who are trying things differently, sometimes not always working, but I think we should support them and encourage them because if we have those pioneers, other people will follow and ultimately do things differently and innovate." - Arun Mehra
2. "The best accountants are going to be more technologists than classic accountants." - Chase Birky
3. "We're going to self-serve a lot more of this relationship with a lot more visibility into the steps that are happening behind the scenes." - Eric Gregg
4. "The technology that's here today, and the technology that's coming in the future, is going to allow us to be more human and help our clients better and faster, and still get to go home on time." - Jody Padar

View this episode in video on YouTube here:

https://youtu.be/PF0h65LzTAY

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The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events

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Thanks to our sponsors:

ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and...

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

In today's episode 22, "Inspirational Women Leaders in Accounting Panel 6."

You can also watch this on youtube here: https://youtu.be/76ERDEPU4pk

Today's high level panel:

Debbie Zaller Chief Operating Officer Schellmann https://www.linkedin.com/in/debbiezaller/

Donna Erbs Partner + Strategic Growth at Anders CPAs + Advisors https://www.linkedin.com/in/donnaerbs/

Emily Ackerman Director of Business Development at Lane Gorman Trubitt, LLC https://www.linkedin.com/in/emilyackermandfw/

Janet Jack CEO at Institute of Accountants and Bookkeepers https://www.linkedin.com/in/janet-jack-a878621a/

◣━━━━━━━━━━━━━━━━━━━━◢

A reminder of 5 great shows in the Accounting Influencers Podcast Network:

❶ Success in Accounting - MONDAYS. Our flagship main show features panels, live interviews and replays of our most popular shows.

❷ Insights in Accounting - TUESDAYS. The best news, analysis, commercial awareness, news under microscope, podcast mentions and recommendations.

❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

Find them all on your preferred podcast app, platform or channel. Thanks for subscribing, sharing and listening!

└╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌╌┘

FOLLOW US ON SOCIAL MEDIA:

We'd love to get to know you!

Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcast

For announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencers

For videos of all podcast interviews and bonus video content:

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic.

The two objective of these panels are

1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 21 , "Inspirational Women Leaders in Accounting Panel 5" features

1. Amy Cotton Head of Partnership Management at Capitalise https://www.linkedin.com/in/amy-cotton-60548bb6/
2. Nicole Sterling President of the Association for Accounting Marketing https://www.linkedin.com/in/nicoleksterling/
3. Sue Staunton Managing Partner at James Cowper Kreston https://www.linkedin.com/in/sue-staunton-4b369019/

Topics addressed in these panels:

1. OPENING REMARKS

What makes DIVERSITY important in the accounting and fintech world, particularly as a woman in a male dominated environment? (talent, perspectives, what women and minorities 'bring to the table', challenges for under-represented groups, prejudice - 'having to work twice as hard as more entitled people', is accounting and fintech becoming more 'woke' and 'gender-blind? etc)

2. YOUR OWN CAREER

What pivotal points or obstacles have marked your journey 'to the top'? (barriers, prejudices, expectations, your role models, seeing people like you in leadership roles, champions, influencers or even saboteurs along the way etc)

3. LEADERSHIP STYLE

Who have you admired as a leader and why? What did they teach you? What's your own style? A more 'feminine' compassionate, authentic and vulnerable leader seems popular. Is that you? Have you learned 'how not to lead' under some people?

4. CULTURE

What works for leaders in setting a culture that embraces a more diverse workforce and greater inclusiveness? Is it easier or harder to lead in today's complex world than ever before?

5. CLOSING REMARKS

What are your top 2-3 career or life tips for women in accounting who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?

You can also watch this on youtube here:

On behalf of the Accounting Influencers Podcast Network, this is the "Success in Accounting" show, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.

This new panel series includes prominent and influential female leaders and voices in the accounting and fintech world. We have invited female leaders of large accounting firms, global networks, associations and alliances, plus senior figures in accounting fintech companies.

Accounting and fintech has traditionally been a male dominated profession but times are changing. There are now more women than men in accounting generally but they are under-represented in leadership roles. Diversity and the DEI agenda has also risen to prominence as a hot topic.

The two objective of these panels are

1. To inspire women in the accounting/fintech profession with career insights, mistakes and lessons learned, mental resilience tips and thoughts on work balance/meaning and leadership.
2. To move diversity, inclusivity and culture further up the agenda for all leaders with real life stories and examples of best practice.

In today's episode 20, "Inspirational Women Leaders in Accounting Panel 4" features

• Gorana Stojanovic Executive Director at PrimeGlobal https://www.linkedin.com/in/gorana-stojanovic-52310892/
• Jody Padar author of The Radical CPA https://www.linkedin.com/in/jody-padar-18a9711/
• Orla Collins President and Chair of Board at ACCA https://www.linkedin.com/in/collinsorla/
• Nicola MacAuley Partner at Creaseys https://www.linkedin.com/in/nicola-macaulay-952a18a5/

Topics addressed in these panels:

1. OPENING REMARKS

What makes DIVERSITY important in the accounting and fintech world, particularly as a woman in a male dominated environment? (talent, perspectives, what women and minorities 'bring to the table', challenges for under-represented groups, prejudice - 'having to work twice as hard as more entitled people', is accounting and fintech becoming more 'woke' and 'gender-blind? etc)

2. YOUR OWN CAREER

What pivotal points or obstacles have marked your journey 'to the top'? (barriers, prejudices, expectations, your role models, seeing people like you in leadership roles, champions, influencers or even saboteurs along the way etc)

3. LEADERSHIP STYLE

Who have you admired as a leader and why? What did they teach you? What's your own style? A more 'feminine' compassionate, authentic and vulnerable leader seems popular. Is that you? Have you learned 'how not to lead' under some people?

4. CULTURE

What works for leaders in setting a culture that embraces a more diverse workforce and greater inclusiveness? Is it easier or harder to lead in today's complex world than ever before?

5. CLOSING REMARKS

What are your top 2-3 career or life tips for women in accounting who want to become leaders, get promoted, reach the very top or even just to be more recognised/accepted?

You can also watch this on youtube here: https://youtu.be/gAhOEh-j-pM

Watch out for further panels featuring strong female voices with fascinating stories and incredible insights into leadership, diversity and culture.

◣━━━━━━━━━━━━━━━━━━━━◢

A reminder of 5 great shows in the Accounting Influencers Podcast Network:

❶ Success in