Off the Ledger

Off the Ledger

By MICPABusiness
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Off the Ledger episodes

  • Quality Management

    In this episode, Joe sits down with MICPA Senior Vice President, Peggy Jury, CPA, CGMA to talk about the new quality management standards for accounting firms, which include risk assessment, communication documents, and annual monitoring. 

    16 min
  • The Return of Bob

    In this special year-end episode, Bob Doyle, president and CEO of MICPA, returns to reflect with Joe on MICPA’s 2024 accomplishments, including the importance of cultivating leadership, inspiring future CPAs, and celebrating the accounting profession's impact. Bob also previews some of the exciting plans for 2025 with insights into the Michigan accounting landscape and MICPA’s ongoing efforts to support members and the profession.

    19 min
  • The Letter of the Law

    In this episode, Reed Freiberger, CPA, a supervisor at Gordon Advisors PC, joins Joe to discuss the nuances of tax law, particularly the role of creativity in managing complex issues such as sales tax, property tax, and state tax compliance.


    12 min
  • 2024 Election Update

    As the dust settles after a historic election, MICPA podcast host Joe Colosi checks in with Becky Bechler, managing partner at Public Affairs Associates in Lansing.
    Unpack the results and impacts on Michigan’s CPAs, their organizations, and clients.

    12 min
  • The Science of Ethical Decision Making

    This month Joe talks with Albert D. Spalding, CPA, JD, PhD, Associate Professor Emeritus at Wayne State University to discuss ethical decision-making in accounting. They explore whether ethics are innate or learned through two court cases highlighting moral development and discuss the importance of the AICPA’s Code of Professional Conduct.

    19 min
  • 30 Best Practices for Building & Growing Client Relationships (Part 2)

    In a continuation from the last episode, Joe is joined one more time by Jeff Rayis, CPA, CTP, MBA who is the former VP of Treasury at Michigan State University and the new CFO at Indiana Wesleyan University. They proceed through the rest of the 30 best practices for building and growing client relationships that Jeff had previously started discussing last month. Will they be able to get through the final 15 in this episode? Yes. Yes, they will.

    14 min
  • 30 Best Practices for Building & Growing Client Relationships

    In this episode, Joe is joined by the former VP of Treasury at Michigan State University and new CFO at Indiana Wesleyan University, Jeff Rayis, CPA, CTP, MBA. They discuss the 30 best practices for building and growing client relationships that Jeff has discovered during his career. Will they be able to get through all 30 of them in just one episode?

    24 min
  • Transformation is an Inside Job

    This month Joe talks with Charlotte Stallings, president and CEO of Charlotte Stallings Enterprises in Houston, TX. Together they explore the idea of transformation being an inside job, discussing how embracing change and overcoming internal obstacles are crucial for personal and professional growth.

    18 min
  • Disinformation

    In this episode, Joe is joined by former US Attorney, Barbara McQuade, to explore the pervasive issue of disinformation. They discuss the deliberate spread of misleading information and its impact on society and professions like accounting emphasizing the importance of upholding facts and integrity, offering insights into combating disinformation, and promoting ethical leadership.

    18 min
  • Regulating Success

    This month, MICPA Government Relations Director LasShawn Thomas joins Joe in a discussion on "regulating success" in the accounting profession. Explore legislative updates, licensure nuances and the importance of educating lawmakers, all with a dash of CPA-themed humor. 

    19 min

About Off the Ledger

From the publisher's feed

Michigan CPAs get real as we take it ‘off the ledger’ and cover everything from stories, personal financial tips, leadership development to honestly- who knows? We’re just getting started! Tune in as…