The Soul of Enterprise: Business in the Transformation Economy by THRESHOLD

Episode 527 - Building Your Ideal Practice - Roundtable with experts from Woodard


Listen Later

Join Ron and Ed for an engaging roundtable discussion with three dynamic leaders from Woodard: Patricia Hendrix, Heather Satterley, and Deborah Defer. These accomplished professionals bring their unique expertise in practice advancement, technology integration, and Client Advisory Services (CAS) to the conversation. Together, they’ll explore the evolving landscape of accounting, the role of automation, and strategies for business transformation. Tune in for insights, innovation, and inspiration from some of the industry’s top minds!

Guest Bios

🔹 Patricia Hendrix – EVP of Woodard Communities & Director of Practice Advancement Coaching. With 30+ years in accounting, Patricia helps firms transform through leadership, business strategy, and mentorship.

🔹 Heather Satterley – Director of Education & Media at Woodard. A CPA and tech advocate, she co-hosts The Appy Hour and specializes in automation and innovation in accounting.

🔹 Deborah Defer – Director of CAS at Woodard. A thought leader in Client Advisory Services, Deb designs cutting-edge strategies to streamline processes and drive business growth.

...more
View all episodesView all episodes
Download on the App Store

The Soul of Enterprise: Business in the Transformation Economy by THRESHOLDBy Ron Baker and Ed Kless

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

93 ratings


More shows like The Soul of Enterprise: Business in the Transformation Economy by THRESHOLD

View all
Breaking Banks by Breaking Banks - The #1 Global Fintech Podcast

Breaking Banks

191 Listeners

Getting In: A College Coach Conversation by Bright Horizons College Coach

Getting In: A College Coach Conversation

281 Listeners

Technology Revolution: The Future of Now by Bonnie D Graham

Technology Revolution: The Future of Now

110 Listeners

The StoryBrand Podcast by StoryBrand.com

The StoryBrand Podcast

1,934 Listeners

Founders by David Senra

Founders

2,078 Listeners

2Bobs—with David C. Baker and Blair Enns by David C. Baker and Blair Enns

2Bobs—with David C. Baker and Blair Enns

258 Listeners

Masters of Scale by WaitWhat

Masters of Scale

3,982 Listeners

Sustainable Success by Chris Salem

Sustainable Success

16 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,391 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

335 Listeners

The WealthAbility Show with Tom Wheelwright, CPA by The Rich Dad Media Network

The WealthAbility Show with Tom Wheelwright, CPA

516 Listeners

The Forbes Factor - Your Secret to health, wealth & happiness! by Forbes Riley

The Forbes Factor - Your Secret to health, wealth & happiness!

35 Listeners

The Futur with Chris Do by The Futur

The Futur with Chris Do

852 Listeners

The Sexy Lifestyle with Carol and David by Carol and David

The Sexy Lifestyle with Carol and David

111 Listeners

Cat Talk Radio by Molly DeVoss and Dewey Vaughn

Cat Talk Radio

65 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

457 Listeners

The Kathryn Zox Show by Kathryn Zox

The Kathryn Zox Show

3 Listeners

My First Million by Hubspot Media

My First Million

2,648 Listeners

The Insider's Edge To Real Estate Investing by James Nelson

The Insider's Edge To Real Estate Investing

72 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,812 Listeners

Men’s Therapy Podcast by Marc Azoulay

Men’s Therapy Podcast

26 Listeners

Morning Wire by The Daily Wire

Morning Wire

26,663 Listeners

The Tucker Carlson Show by Tucker Carlson Network

The Tucker Carlson Show

16,864 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

57 Listeners

Next Up with Mark Halperin by MK Media

Next Up with Mark Halperin

1,357 Listeners