Barry Melancon, former CEO of the AICPA, sits with host and National Instructor, Mike Potenza, to share his journey to becoming a pivotal figure in accounting and his role in leading the AICPA through transformation. He emphasizes the constant importance of ethics—especially in accounting—while reflecting on how CPA Evolution addresses the new data and technology skillsets required for the profession. He highlights accounting’s adaptability while remaining the backbone of business decision-making, and encourages young professionals to dive into the opportunities, integrity, and value that accounting has to offer.

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Mayumi Young, founder and CEO of CPA Moms, shares her journey from CPA through entrepreneurship with a purpose. Her passion for family—and defining success through both client outcomes and personal fulfillment—inspired her to help CPA mothers do great things in tax and accounting while maintaining balance in their family lives. Learn from her strategies on overcoming challenges, constantly developing, and the stories of many professionals who have grown through CPA Moms. And above all, gain insight into the very important synergy between personal values and professional goals.

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Sandra Patterson, ALPFA National Board Member, and Kimberly Ellison Taylor, Founder & CEO of KET Solutions, join our host Christ Mitchell to discuss the key factors to personal and professional success. Sharing the importance of a supportive network in both these arenas, our guests underline pillars to their success that include community and giving back, receiving mentorship and leading others, and a personal responsibility to continuous learning that drives your career forward.

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Mark Gallegos, Tax Partner at Porte Brown, kicks off this 2025 tax discussion series. He shares what he loves about the tax profession, being very human-centric and focused on helping people. Learn from his expertise on the current tax landscape and his insights surrounding 2025 as an especially critical year, where tax provisions are set to expire and a new president will impact the results of new tax bills. Acknowledging the many uncertainties that tax professionals face regarding imminent changes in regulation, he highlights this as an opportunity to grow even closer client relationships.

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Haemi Kim is Director of Finance at Detroit Venture Partners and joins us to share her journey from public accounting to venture capital. Emphasizing the importance of fundamentals and her CPA background, she describes her career evolution and offers advice for new professionals who are working to pass the CPA Exam, balancing work and personal priorities, and interested in pivoting their careers. Learn about venture capital, startup ecosystems, and how accounting sets you up for success within the field.

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Nicole (Alex) Balkenbusch, Chief Storyteller at Amazon, joins us to discuss her journey from accountant to financial planning and analysis leader at one of the world’s largest corporations. She emphasizes the importance of storytelling in finance, bringing data to life to drive business decisions. She has also built a leadership development and executive coaching business, and shares advice on managing work-life balance, setting goals, and the importance of mentorship. Learn insights into taking your career beyond traditional expectations.

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Calvin Harris, CEO of the New York CPA Society, joins us to lead a discussion around the evolving accounting profession. Covering everything from accounting career opportunities beyond the conventional through changes in the process to CPA licensure, Calvin Harris and our host, Chris Mitchell, hone in on the importance of staying relevant with the industry’s constantly updating technology. Their conversation argues that AI will enhance rather than replace accounting roles, making the field more efficient and interesting. Learn how the industry is adapting to modern challenges and opportunities, and your role as a growing professional during this evolution.

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Mark Gallegos, Tax Partner at Porte Brown, and his guest delve into the leading tax topics each month. Gain insights from their expertise on the current tax landscape, with 2025 looking like a pivotal year for expiring tax provisions and potentially a new tax policy landscape. Recognizing the many uncertainties tax professionals face this year, Mark and his guests emphasize the opportunities to strengthen client relationships and drive future revenue for tax practitioners.

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Dr. Sean Stein Smith is an accounting professor at Lehman College and a leading educator on emerging technologies’ impact in the accounting profession. He joins our host to discuss AI, Bitcoin, Blockchain, and other technologies as they apply to an accountant’s ability to provide broader, more efficient client services. He stresses the importance of embracing learning as part of business transformation—not forgetting a healthy dose of foundational knowledge and critical analysis when using automation. Learn more about the changing industry landscape and best implementation practices for accountants.

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Cathy Engelbert has a career that inspires. The first woman CEO of a Big 4 accounting firm and current Commissioner of the WNBA, she joins Becker National Instructor, Mike Potenza, to discuss her journey from CPA to international business leader. She shares the importance of mentorship and the challenges she has faced in leadership, emphasizing confidence, curiosity, and preparation in achieving success. Describing her efforts within the WNBA, she also gives valuable insight into her leadership philosophy, how to achieve your goals, and the balance of career and personal priorities.

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