Explore every episode of the podcast CPA CAREER PATHS
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Ep.65: Be the manager you wish you had | 10 févr. 2025 | 00:33:05 | |
Join me, Rosey Flaherty, on CPA Career Paths as I sit down with Mike Maksymiw to dive into the challenges and triumphs of building a successful career in accounting. In this episode, Mike shares his journey of overcoming obstacles after mergers, recognizing leadership styles, and thriving in firm culture. From the importance of conversations in management to the fear of speaking up, this episode is packed with actionable advice for professionals at every stage of their career.
03:20 - Recognizing Leadership Style: Learn how to identify and develop your unique leadership approach. 04:26 - Advice to Survive in Firm Culture: Mike shares practical tips for thriving in the often-complex world of firm culture. 06:13 - The Importance of Conversations in Management: Discover why open communication is key to effective leadership. 06:50 - The Fear of Speaking Up: We discuss why so many professionals struggle with this and how to overcome it. 07:24 - A Personal Experience with Speaking Up: Mike shares a powerful story about finding his voice in a challenging situation. 09:34 - Overcoming the Fear of Conversation: Practical strategies to build confidence in having tough conversations. 11:08 - Helping Staff Succeed in Networking: Tips for mentoring your team to build strong professional networks. 13:03 - First-Time Networking Experiences: Mike reflects on his early networking days and what he learned. 14:00 - Moving to Aprio Firm Alliance: Hear about Mike’s transition to Aprio and how it shaped his career. 17:18 - From Technical Work to Leadership Focus: Learn how Mike shifted from technical roles to leadership and what it takes to make that leap. 18:55 - Keys Affecting the Future of the Accounting Profession: Mike shares his insights on trends shaping the industry. 21:13 - Technology's Role in Bridging the Talent Gap: How tech is revolutionizing accounting and addressing talent shortages. 27:33 - Discovering the Fun Side of Life: Mike talks about the importance of enjoying life outside of work. 28:50 - Balancing Work and Travel: Tips for maintaining a healthy work-life balance while pursuing your passions. 31:46 - Advice for Young Professionals – Career Growth Tips: Mike’s top recommendations for building a successful and fulfilling career.
#CPACareerAdvice #AccountingLeadership #CareerGrowth #NetworkingTips #AccountingPodcast #LeadershipStyles #OvercomingChallenges #WorkLifeBalance #YoungProfessionals #AccountingTechnology | |||
| Ep.64: Building A Career in Accounting | 03 févr. 2025 | 00:35:03 | |
In this episode of CPA Career Paths, Mike Maksymiw, a seasoned leader in the accounting world, shares his inspiring journey from working at a local firm to becoming a key player in a national powerhouse. In this video, we’re covering: 00:00 - Introduction to Mike and His Role: 02:07 - Mike's Early Career and Choosing Accounting: 03:29 - Working with Family and First Job Experience: 04:49 - Landing the First Job After Graduation: 07:05 - Overcoming Challenges in Client Communication: 10:25 - Understanding and Communicating with the Client: 13:37 - Chasing Experience Instead of Title: 14:52 - Lessons from Personal Growth: 17:41 - Leadership Academy and Career Development: 19:16 - Why Mike Moved to a New Firm: 20:06 - Transition to a Local Accounting Firm: 21:22 - The Desire to Constantly Improve: 22:53 - Learning Through Sports: Mike’s Growth Mindset: 25:03 - Managing People and Being Yourself: 26:51 - The Turning Point: Breaking Down the Walls of Self-Doubt: 29:04 - Importance of Feedback to Grow: 30:48 - Mike’s Advice for Overcoming Professional Barriers: 32:18 - The Journey to Partner at Filamino: 33:26 - The Positive Approach to the Merger: #cpacareerpaths, #leadershipjourney, #accountingcareer, #businessleaders, #careeradvice, #professionaldevelopment, | |||
| Ep.63: Trust as Accounting's Foundation | 27 janv. 2025 | 00:23:27 | |
🎙️ Welcome to Episode 63 of the podcast! I’m Rosey Flaherty, and today we continue our conversation with Barry Melancon. Explore the incredible journey of accounting transformation with insights from a leader who has driven change within the AICPA.
✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa
1:15 - Missing Client Service Work 2:34 - Impacting the Profession 6:15 - The Evolution of the Profession 7:12 - Global Perspective and Changes 10:39 - Great CPA Vs. Good CPA 13:28 - Technological Shifts in the CPA Exam 16:11 - A CPA Vs. A Doctor 17:49 - Habits to be Successful in a CPA Career 21:19 - Tips and Advice for Professionals | |||
| Ep.62: Leadership, Growth and Career Insights | 20 janv. 2025 | 00:24:16 | |
In this episode, I chat with Barry Melancon, who has been the CEO of AICPA for over 30 years! Barry shares his incredible journey from growing up in Louisiana to leading the world’s largest accounting organization. We dive into leadership lessons, the rise of AI in accounting, and what the future holds for the profession. If you’re looking for career advice or insights on how technology is shaping accounting, this episode is for you! In this episode, we cover:
👉 Don’t forget to hit subscribe for more career tips and inspiring interviews! | |||
| Ep.61: Mastering Excel for Career Success | 13 janv. 2025 | 00:31:00 | |
Welcome to Episode 61 of our podcast! I'm Rosey Flaherty, and today I’m joined by Excel expert Jeff Lenning. In this episode, we explore top Excel tips for accounting and finance professionals, covering functions like conditional formatting, SUMIFS, pivot tables, and Power Query. Jeff also discusses how AI tools, such as ChatGPT and Excel’s Co-Pilot, are changing the game while still emphasizing the importance of mastering core Excel skills. If you're ready to take your Excel skills to the next level, this episode is packed with valuable insights! This episode is proudly sponsored by Chapman University's Argyros College of Business and Economics, located in sunny Southern California. Learn more and apply today at Chapman.edu/MSA. 💡 In this episode, you’ll discover: 01:22 - Mastering Excel Functions 04:08 - Leveraging AI Tools in Excel 05:55 - Why Excel Skills Are Still Essential in the Age of AI 08:05 - The Role of Excel in Jeff’s Career 09:40 - How to Stand Out in Excel Training 12:26 - The Value of NASBA Approval in Excel Training 14:30 - Career Uncertainty for Accounting Students 15:57 - Why Keep Your CPA License? 17:04 - NASBA CPE Course Approval Process 17:51 - Volunteering and Community Contribution – Microsoft MVP Award 18:56 - What is the Microsoft MVP Award? 20:15 - Jeff’s Hobbies and Personal Goals 23:02 - Passion vs. Pressure – Surviving Busy Season 26:42 - The Reality of Producing Videos 28:54 - Final Thoughts and Advice for Students and Young Professionals 🎧 Enjoyed this episode? Subscribe to our podcast for more expert tips and insights! #ExcelTips #ExcelTraining #AccountingSkills #AIandExcel #ExcelMastery #PodcastForAccountants #AccountingProfessionals | |||
| Ep.60: Mastering Excel Skills for CPAs | 06 janv. 2025 | 00:24:34 | |
Ep# 60: Mastering Excel for CPAs with Jeff Lenning| Excel University President 🎓 | |||
| Ep.59: Eventually money will come | 30 déc. 2024 | 00:35:00 | |
Ep.59: Eventually money will come 05:20 - Choosing the Law Firm Niche: Why specializing in accounting services for law firms became the ideal focus, and how this niche was identified as a strategic business advantage. 15:10 - Top 3 Leadership Lessons: The most impactful lessons learned while leading a successful accounting firm and how these insights can help other aspiring professionals. 21:59 - Podcast Hosting & Public Speaking: How being a podcast host and public speaker has influenced personal and professional growth, and the benefits of sharing expertise on public platforms. 27:10 - Work-Life Balance Tips: How to enjoy life despite a hectic work schedule, with actionable tips for achieving a healthy work-life balance. 32:24 - Career Advice for Young Professionals: Practical tips and advice to help young accounting and finance professionals navigate their career paths and achieve long-term success. | |||
| Ep.58: Beyond Numbers, Well-Rounded Professionals | 23 déc. 2024 | 00:32:52 | |
Ep.58: Beyond Numbers, Well-Rounded Professionals | |||
| Ep.57: Public accounting tested my limits. | 16 déc. 2024 | 00:31:40 | |
Ep.57 Public accounting tested my limits. | |||
| Ep.56: Grow & Nurture Professional Networks | 09 déc. 2024 | 00:37:47 | |
Ep.56 Grow & Nurture Professional Networks | |||
| Ep.55: Appreciation matters most during hardships | 02 déc. 2024 | 00:38:02 | |
Ep. 55 Appreciation matters most during hardships | |||
| Ep.54: I know absolutely NOTHING. | 25 nov. 2024 | 00:25:47 | |
Ep.54: I know absolutely NOTHING. 02:14 Difference Between a Tax Strategist and a Tax Preparer 07:45 Choosing Accounting as a College Major: What Inspired You? 16:16 First Job in Accounting: Insights from a Recent Graduate | |||
| Ep.53: Happiness thrives beyond money’s role | 18 nov. 2024 | 00:31:26 | |
01:26 - Career Transition: Life After Deloitte | |||
| Ep.52: Oooohh!!! Moments Make Teaching Rewarding | 11 nov. 2024 | 00:30:29 | |
Ep.52 Oooohh!!! Moments Make Teaching Rewarding | |||
| Ep.51: Relevancy grows with adaptive thinking | 04 nov. 2024 | 00:44:40 | |
Ep.51: Relevancy grows with adaptive thinking | |||
| Ep.50: Declining CFO offer; prefer Controller role | 28 oct. 2024 | 00:35:31 | |
Declining CFO offer; prefer Controller role | |||
| Ep.49: With a forward-thinking, strategic, and optimistic mindset, we turn challenges into opportunities. | 21 oct. 2024 | 00:38:59 | |
Ep.49: With a forward-thinking, strategic, and optimistic mindset, we turn challenges into opportunities. | |||
| Ep.48: Human connection is what people love the most. | 15 oct. 2024 | 00:22:35 | |
Ep.48: Human connection is what people love the most. | |||
| Ep.47: Impossible until it's Inevitable | 07 oct. 2024 | 00:40:58 | |
Ep.47: Impossible until it's Inevitable | |||
| Ep.46: People want to feel the value and a sense of purpose. | 30 sept. 2024 | 00:29:41 | |
Ep.46: People want to feel the value and a sense of purpose. 04:34 - First Job After College in Accounting 08:30 - Current Generation’s Needs in the Accounting Profession 10:57 - Promotion Timeline for Experienced Staff from Different Backgrounds 13:58 - Career Change: Transition from Cooper to Anderson 17:43 - Essential Negotiation Skills for Accountants 20:42 - The Circular Career Path of Accounting Professionals | |||
| Ep.45: Having a network is an intangible asset that you can't put a value on it. It's priceless. | 23 sept. 2024 | 00:33:32 | |
Ep.45: Having a network is an intangible asset that you can't put a value on it. It's priceless. 00:00 - Transitioning from a Regional Accounting Firm to a National Firm: Key Experiences and Insights 02:59 - Did You Always Aspire to Own Your Own Accounting Firm? 04:55 - How Long Did It Take to Prepare for the Launch of Your Own Accounting Firm? 08:26 - Networking Tips and Strategies for Accounting Professionals 16:19 - Becoming a Speaker in the Accounting Industry: How It All Started 21:42 - Essential Tips and Advice for Young Accounting Professionals 24:25 - How Do You Spend Your Free Time? 26:47 - Achieving Work-Life Balance as an Accounting Professional 29:26 - How to Effectively Say "No" in a Professional Setting 32:19 - What’s the One Gift You Would Like People to Give You? | |||
| Ep.44: Why? Why are we doing this? | 16 sept. 2024 | 00:31:12 | |
00:00 - Introduction 03:25 - Why Choose Accounting as a Major? Early Career Insights 08:06 - Transferable Skills from Manufacturing to Accounting 10:06 - How Auditors Convinced Me to Join the Audit Profession 12:01 - Internship Experience with 2 Years of Professional Background 13:28 - Transition from Audit Intern to Audit Associate: What to Expect 15:20 - Memorable Client Experiences as an Audit Associate 20:03 - Career Advice: Finding Your Passion and Professional Path 22:50 - How Data Analytics Enhances Client Audit Work 24:46 - Leveraging AI for Data Analytics in Auditing 28:11 - How to Get Your Team Onboard with Data Analytics | |||
| Ep.43: We should make more money and work less hours. | 10 sept. 2024 | 00:32:55 | |
00:20 - Why is staff training crucial for business success? 02:01 - How does job satisfaction boost leadership and performance? 05:58 - What are the top challenges staff face with new technology? 09:10 - How can training help new employees quickly adapt to the digital workplace? 13:08 - How do leaders maintain a healthy work-life balance? 20:19 - What are the best strategies for setting and maintaining professional boundaries? 21:42 - What was the biggest challenge when transitioning between leadership roles? 24:51 - How can companies overcome talent shortages and retain top employees? 29:42 - What advice would you give to young professionals entering the workforce? | |||
| Ep.42: Climb to the top of the building and realize that I’m standing on the top of the wrong one. | 26 août 2024 | 00:33:11 | |
Climb to the top of the building, look around and realize that I’m standing on the top of the wrong one. | |||
| Ep.41: If you just get in the industry, you want to be a sponge. | 19 août 2024 | 00:30:03 | |
Ep.41: If you just get in the industry, you want to be a sponge. | |||
| Ep.40: CPA Exam Tips - Start with Output, Not Materials | 12 août 2024 | 00:32:52 | |
Ep.40: CPA Exam Tips - Start with Output, Not Materials | |||
| Ep.39: Our job is going to be safe as long as humans have emotions. | 05 août 2024 | 00:37:18 | |
Ep.39: Our job is going to be safe as long as humans have emotions. | |||
| Ep.38: Black Friday in Public Accounting | 31 juil. 2024 | 00:23:32 | |
Ep.38 Black Friday in Public Accounting | |||
| Ep.37: Everybody has the same amount of time. We just need to learn how to manage it more effectively. | 24 juil. 2024 | 00:29:13 | |
Ep.37: Everybody has the same amount of time. We just need to learn how to manage it more effectively. | |||
| Ep.36: Being in military and having things blown up and getting shot at is a whole different level of suck! | 17 juil. 2024 | 00:32:45 | |
Ep.36: Studying sometimes sucks. Working sometimes sucks. Being in military and having things blown up and getting shot at is a whole different level of suck! | |||
| Ep.35: You have no ideas about how good you are going to be at something until you give it a try! | 10 juil. 2024 | 00:31:19 | |
Ep.35: You have no ideas about how good you are going to be at something until you give it a try! | |||
| Ep.34: I prefer to see people change and then eventually find what they want | 03 juil. 2024 | 00:28:04 | |
Eps.34 I prefer to see people change and then eventually find what they want | |||
| Ep.33: Master of Your Destiny | 26 juin 2024 | 00:26:07 | |
Ep.33: Master of Your Destiny | |||
| Ep.32: Am I worth the money that I'm charging somebody else? | 19 juin 2024 | 00:24:20 | |
Ep.32: Am I worth the money that I'm charging somebody else? | |||
| Ep.31: How do I sell my experience without talking about how long I've been doing it. | 12 juin 2024 | 00:33:04 | |
Ep.31: How do I sell my experience without talking about how long I've been doing it. | |||
| Ep.30: Artificial Intelligence will ELEVATE Jobs! | 05 juin 2024 | 00:38:47 | |
Artificial Intelligence will ELEVATE Jobs! | |||
| Ep.29: It's not one size fits all. It's not one path. It's not one end game. Choose your own adventure. | 24 avr. 2024 | 00:28:00 | |
Ep.29: It's not one size fits all. It's not one path. It's not one end game. Choose your own adventure. | |||
| Ep.28: Accounting Language + Technical Language = A Good Marriage | 17 avr. 2024 | 00:39:51 | |
Ep.28: Accounting Language + Technical Language = A Good Marriage | |||
| Ep.27: CPA is the highest bar in our profession. The top designation! | 10 avr. 2024 | 00:29:45 | |
Ep.27: CPA is the highest bar in our profession. The top designation! | |||
| Ep.26: One of the biggest things to keep the clients happy is responsiveness | 03 avr. 2024 | 00:28:57 | |
Ep.26: One of the biggest things to keep the clients happy is responsiveness | |||
| Ep.25: You have to build in trusts and relationships with people | 27 mars 2024 | 00:29:24 | |
Ep 25: You have to build in trust and relationship with people | |||
| Ep.24: We need Technology to help us innovate. We need to innovate to Transform the world! | 06 mars 2024 | 00:41:12 | |
Ep.24: We need Technology to help us innovate. We need to innovate to Transform the world! | |||
| Ep.23: Accounting is a People Thing | 28 févr. 2024 | 00:35:00 | |
Ep. 23: Accounting is a People Thing | |||
| Ep.22: Put Your Family First. Put Your Oxygen Mask on First. | 21 févr. 2024 | 00:24:35 | |
Ep.22: Put Your Family First. Put Your Oxygen Mask on First. | |||
| Ep.21: Ask questions. Be curious. Communicate. Love what you do! | 14 févr. 2024 | 00:25:36 | |
Ep.21: Ask questions. Be curious. Communicate. Love what you do! | |||
| Ep.20: Be Genuine. Be Authentic. Be Nice. Help Other People. Enjoy Life. Have Fun | 31 janv. 2024 | 00:43:38 | |
Ep.20: Be Genuine. Be Authentic. Be Nice. Help Other People. Enjoy Life. Have Fun | |||
| Ep.19: If you want to get something done, give it to somebody who is the busiest | 17 janv. 2024 | 00:31:10 | |
Ep.19 If you want to get something done, give it to somebody who is the busiest | |||
| Ep.18: You can't do this alone. You need the supporting system. | 02 janv. 2024 | 00:23:08 | |
Ep.18: You can't do this alone. You need the supporting system. | |||
| Ep.17: I Train My Kids How to Understand Money | 20 déc. 2023 | 00:18:33 | |
Ep.17: I Train My Kids How to Understand Money | |||
| Ep.16: Is Choosing a Career at Big 4 always a Wise Move? | 05 déc. 2023 | 00:23:02 | |
Ep. 16: Is Choosing a Career at Big 4 always a Wise Move? | |||