Episode 9: Better Leaders, Better Companies, Better Lives

A conversation with Xan Pearson, CEO & President of the Colorado Thought Leaders Forum and Ed Schenkein, Assurance & Advisory Partner at SingerLewak. An inquiry that reveals how leadership growth and development elevates individuals, teams, businesses, communities.

Questions or feedback? Reach out to Ed Schekein [email protected]

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Episode 8: What to Expect During an IRS Examination

An overview of IRS examinations (IRS audits) where SingerLewak Partner Mark Cook and Director Mike Mondelli discuss the different IRS divisions, the different types of examinations, what the examination process is like, and how to respond when the IRS contacts you. 

Questions or feedback? Reach out to Mike Mondelli: [email protected] or Mark Cook: [email protected]

Visit our website:⁠⁠⁠⁠ https://singerlewak.com/⁠⁠⁠⁠

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Episode 7: SingerLewak’s Managing Partner, Jim Pitrat discusses how clients drive value at a CPA firm.

Clients play a vital role in any business, and accounting firms are no exception. Jim has been with SingerLewak for 26 and counting. He has experience with both Private and Publicly traded companies and has also advised on cost management, internal controls, corporate restructuring, and mergers and acquisitions. Jim has client service responsibilities in the business sectors of Investor-Backed Private Companies, Family-Owned Companies, as well as Public Companies.

Questions or feedback? Reach out to Jim Pitrat: [email protected]

Visit our website:⁠⁠⁠ https://singerlewak.com/⁠⁠⁠

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Episode 6: Tony Cardiel CPA/ABV, CFE and Paul Carroll, CFP of Avion Wealth discuss common missteps and issues of selling a business and his book Tips & Traps: Selling Your Business While Maximizing Your Wealth. 

Avion Wealth is an independent. fee-only, wealth management and investment advisor firm located in The Woodlands, Texas. Their mission is to provide our clients with sensible and unbiased wealth management solutions where the interests of their client always come first. Avion Wealth - Confidence In Every Last Detail

In his book, Paul Carroll provides a wealth of insight into both the emotions and process of selling your business to help avoid the many traps that may occur. Paul also advises on the benefits and methods of engaging your “dream” team and the importance of fielding multiple potential buyers. He lays out a plan, once a buyer is chosen, to allow a smooth transition out of the owner-role while protecting your payout in the process. Finally, he addresses the important transition into your next chapter in life. Tips and Traps - Avion Wealth

Questions or feedback? Reach out to Tony Cardiel, CPA/ABV: [email protected]

Visit our website:⁠⁠⁠ https://singerlewak.com/⁠⁠⁠

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Episode 5: Cybersecurity: Global Trends, Good Practices, and Potential Threats with Bob Green and Clar Rosso

Questions or feedback? Reach out to Bob Green, CPA.CITP, CGMA: ⁠⁠[email protected]⁠⁠

Visit our website:⁠⁠ https://singerlewak.com/⁠⁠

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Episode 4: Introduction to SingerLewak's International Practice

In this episode you will learn:

1. What is the International Practice and its objectives?

2. What international services we provide here at SingerLewak?

3. Why should someone work with the International Practice?

Questions or feedback? Reach out to Robin H. Park [email protected]⁠⁠

Visit our website:⁠⁠ https://singerlewak.com/⁠⁠

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Episode 3: Success with Enterprise Resource Planning-- An essential part of your ERP Project Success "Secret Sauce"

This podcast supports our SLBI (SL Business Informatics’) Foresight methodology – helping plan ahead for our clients’ success with ERP, CRM and other complex IT projects.

Hosted and moderated by Bob Green, CPA.CITP, CGMA – Lead Partner, SingerLewak SLBI, with special ERP guests David Cieslak from RKL eSolutions, and Jennifer Harris from Technology Management Concepts. David’s firm specializes in Sage ERP products, and Jennifer’s firm focuses on a broad array of Microsoft solutions, and both have been successfully serving mid-market clients for several decades. Learn –

• Specific actions you can take to prepare for your software vendor - from demos through the throws of implementation projects - so your team can look back and measure success from the project, not failure.

• Discuss how strategic foresight and risk assessments are so vital to complex ERP, CRM and IT projects

Visit our website:⁠ https://singerlewak.com/⁠

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Episode 2: Cybersecurity is an essential topic that business owners should be educating themselves about. Cyber-attacks have become increasingly common. We are constantly hearing about businesses from large profile companies to small companies or even organizations in the public sector like utility companies. The reality is that most cyber-attacks target small or mid-sized businesses because they are the most vulnerable. In today’s episode, you will learn about cybersecurity and the threats that cyber-attacks can have on a business. Lara Buitrago who is a SingerLewak Partner of our Business Solutions Group is joined by Corey Kaufman, the general manager for Accent, Computer Solutions. Keep listening to learn about the risks that business owners should be aware of and how they can avoid cyber-attacks.

Questions or feedback? Reach out to Lara Buitrago, CPA: [email protected]

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Episode 1: Digital Transformation and the “Human” element: How to ensure your staff will adopt and champion the results from your next ERP or CRM project

We are joined by Partner Bob Green who founded the SL Business Informatics division at SingerLewak and guest speaker Dr. Jeremy Lurey, Ph.D., expert at organizational change management and organizational development and serves as SL Business Informatics’ Digital Transformation Change Management Lead Advisor.

In this episode, we discuss:

Questions or feedback? Reach out to Bob Green, CPA.CITP, CGMA: [email protected]

Visit our website: https://singerlewak.com/

Follow us on LinkedIn for updates: https://www.linkedin.com/company/singerlewak-llp/

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