Off the Ledger

This month, Joe discusses the significance of volunteering for CPAs with Jamie Lopiccolo, CPA, CGMA, founder of Capocore Professional Advisors. Jamie shares his path from the Small Practitioners Task Force to Chair of the Board of Directors for MICPA, highlighting the valuable skills CPAs offer in governance and the rewards of volunteering, such as professional development and networking opportunities.

This month, Joe explores the CPA shortage crisis with special guest Michelle Watterworth, CPA and partner at Plante Moran. Together, they explore the collaborative efforts of the AICPA and the National Association of State Auditors, Controllers, and Treasurers (NASACT). Michelle offers insights into strategies for attracting and retaining CPAs, and provides a sneak peek into an upcoming co-branded paper set to be released later this year.

Explore the world of entrepreneurship with Paul Glantz, CPA, MST, chairman, and co-founder of Emagine Entertainment, Inc. Join the conversation as Paul shares his remarkable journey into the entertainment space and the invaluable role his CPA background has played in navigating challenges and seizing opportunities.

Get ready for an exclusive year-end conversation tailored just for our MICPA members! Special guest Bob Doyle, MICPA president and CEO, reflects on the defining moments of 2023. From unique member experiences to bolstering the future of accounting, this episode offers an insider's perspective on what shapes our MICPA community, setting the stage for an exciting new year.

This month, our host Joe Colosi is joined by Leon LaBrecque, JD, CPA, CFP®, CFA, consultant, problem solver, thinker, and speaker with Sequoia Financial Group, Troy, to discuss creating a strategic toolbox for nonprofits, covering team alignment, efficient processes, and strategy implementation.

This month's guest Mark Cory, CPA, founder, president, FranNet of Michigan, explores the crucial role CPAs play in guiding clients through through franchise opportunities. Mark walks through the key elements of financial evaluation, investment options, and the strategic vision necessary for successful "business in a box" ownership.

Joe is joined by MICPA member Jeff Rayis, CPA, CTP, MBA, assistant vice president of treasury and financial management at Michigan State University to discuss the university's development of a new paradigm for raising capital using blockchain distributed ledger technology.

Are people born with good character or is it a skill that can be honed? This month, Joe Colosi is joined by Stephanie L. Bowie, CEO, CPA, MBA of B. Empowered Leadership Academy, LLC as she shares her insights from over a decade of teaching leadership and financial management to soldiers as part of the U.S. Army Reserve. Hear Stephanie's take on how good character impacts decisions, leadership, and results.

Join Joe in this episode as he talks with Fernando Juarez, Esq., LL.M., EA, member of Freeman Law, PLLC in Frisco, Texas. Together, they delve into the world of tax compliance for United States employees working abroad amidst the rise of remote work, uncovering the complexities and implications involved.

Are these the habits of your leadership style? Our host, Joe Colosi, connects with Melissa Majors, CEO of Melissa Majors Consulting in Dallas, Texas, fresh off of her keynote presentation at MICPA Elevate to discover the habits of inclusive leadership.