Episode Title: Bridging the Generational Gap: Transforming Leadership for a New Era with Madeline Miller

Episode Notes:

In this episode of the Young CPA Success Show, the host and co-hosts Joey and Hannah discuss the challenges faced by young professionals, particularly in accounting, with guest Madeline Miller, a coach with a background in law and entertainment. They explore generational stereotypes, the importance of good leadership, and the need for purpose and recognition in the workplace. Madeline shares her journey and emphasizes the significance of empathy, mentorship, and building supportive work environments. The conversation highlights the evolving expectations of younger generations and the role of leaders in fostering inclusive and fulfilling workplaces.

"I had been thinking a lot about how I was showing up at work, and whether I was showing up as the leader I wanted to be, and I really had to go back and reinvent the wheel and teach myself what that meant." – Madeline Miller

The finer details of this episode:

• Challenges faced by young accounting professionals and early-career individuals.
• Generational stereotypes and perceptions in the workplace.
• The impact of remote and hybrid work environments on workplace dynamics.
• The importance of interpersonal skills and relationship-building.
• The need for training in conflict management and leadership skills.

Episode resources:

● Summit Virtual CFO by Anders website: https://www.summitcpa.net/

● If you have questions or would like to be a guest on the show, email us at: [email protected]

● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/

● You can find more from Madeline at her website: https://coachingwithmadeline.com/about-madeline-miller/

Timestamps:

Welcome to the Young CPA Success Show (00:00:00)

Introduction to the podcast and its focus on guiding young accounting professionals.

Setting the Scene (00:00:23)

Discussion of excitement around the episode featuring guest Madeline Miller.

Generational Assumptions in the Workplace (00:01:04)

Hannah reflects on assumptions made about millennials in the workplace.

Bad Managers vs. Bad Jobs (00:02:08)

Joey emphasizes that employees leave bad managers, not just bad jobs.

Creating Good Workspaces (00:03:12)

Call to action for leaders to foster better work environments for younger generations.

Epiphanies During the Conversation (00:04:22)

Hannah shares insights gained from the conversation with Madeline.

Madeline's Background (00:05:07)

Madeline discusses her journey from law to coaching, emphasizing purpose and direction.

Searching for Fulfillment (00:08:42)

Discussion on the common feeling of searching for fulfillment in one's career.

Identifying Common Themes (00:08:55)

Madeline explains what she looks for in clients feeling lost in their careers.

Purpose and Recognition in Work (00:09:28)

Madeline highlights the importance of feeling purposeful and recognized in work.

Coaching for Authenticity (00:11:07)

Discussion on closing the gap between current and desired workplace behavior.

Nurturing Future Leaders (00:13:34)

Madeline discusses coaching leaders on nurturing purpose in their teams.

Shifting from Technical to Leadership Skills (00:16:23)

Joey and Madeline explore the challenges of transitioning to leadership roles in careers.

The Importance of Developing Future Leaders (00:18:20)

Madeline discusses her approach to shaping the next generation of leaders and the importance of mentorship.

Shifting Skills in the Workforce (00:19:02)

Joey highlights the transition from technical skills to advisory roles in accounting and other industries.

Gen Z's Desire for Impact (00:20:09)

Joey shares insights on Gen Z's eagerness to make a positive impact compared to previous generations.

Empathy in Leadership (00:20:37)

Madeline discusses Gen Z's demand for empathy from managers, reflecting on generational differences in expectations.

Intergenerational Challenges (00:21:47)

Hannah notes the challenges faced by different generations in the workplace, particularly regarding career fulfillment.

Communicating Purpose in the Industry (00:22:58)

Hannah emphasizes the need for leaders to effectively communicate purpose to attract Gen Z to accounting careers.

Simple Steps to Foster Purpose (00:23:50)

Madeline outlines basic actions leaders can take to help employees feel purposeful and engaged at work.

The Impact of Good Management (00:25:01)

Discussion on how good managers can significantly influence employee satisfaction and retention.

The Role of Interpersonal Skills (00:26:20)

The speakers reflect on the importance of interpersonal relationships in the workplace for long-term fulfillment.

Conflict Management Skills (00:27:12)

Madeline discusses the necessity of teaching conflict management skills to navigate workplace relationships effectively.

Building Resilience in the Workplace (00:29:27)

The conversation shifts to the importance of resilience and continuous practice in handling workplace challenges.

Understanding Gen Z's Unique Challenges (00:31:02)

Joey highlights the distinct challenges Gen Z faces in the workforce compared to previous generations.

Curiosity in Leadership (00:31:54)

Madeline encourages leaders to adopt a curious mindset to better understand and support younger employees.

Independence and Entrepreneurship (00:34:35)

Joey discusses how Gen Z's independence challenges traditional business structures and offers opportunities for growth.

Nurturing Staff Through Coaching (00:35:45)

Madeline advocates for group coaching as a cost-effective way to support and develop younger employees.

Leadership Mindset Shift (00:36:41)

Discussion on the need for leadership to proactively engage with younger generations.

Creating Infrastructure for Engagement (00:37:07)

Emphasis on building systems that facilitate communication and support for younger professionals.

Assumptions in the Workplace (00:37:11)

Importance of avoiding assumptions and encouraging open dialogue among colleagues.

Building Camaraderie in the Workplace (00:38:21)

Sharing experiences of how informal interactions fostered strong work relationships.

Impact of Remote Work on Relationships (00:38:44)

Reflection on how remote work limits opportunities for bonding and relationship building.

Networking Through Work Relationships (00:39:55)

How professional connections made in early career stages can influence future opportunities.

Personal Vision and Mission Statements (00:41:15)

Discussion on the value of personal mission statements in guiding career paths.

Two-Way Value in Sharing Goals (00:42:23)

Exploration of how sharing personal goals with managers can enhance workplace relationships.

Leadership Opportunities at All Levels (00:43:46)

Encouragement that every role in an organization has the potential for leadership.

Empowering Younger Staff (00:45:36)

The benefits of encouraging younger employees to adopt a leadership mindset.

Contacting Madeline for Resources (00:46:28)

Information on how to reach Madeline Miller for coaching and resources.

Episode Title: 2024 Year in Review

Episode Notes:

In our year end wrap up: Jody, Brett, Tom, Hannah, and Jamie share favorite moments from the show, podcasting resolutions and holiday gift wishes. the hosts reflect on personal anecdotes and provide their aspirations for the upcoming year. They also introduce a new behind-the-scenes team member.

"It’s super common for us to go into a conference and have someone say, "Hey, I love that podcast you’re on." It’s really cool, and we really enjoy it." – Jody Grunden

The finer details of this episode:

• Reflection on the past year in podcasting, particularly in the accounting industry.
• Personal anecdotes and memorable moments from individual podcasts.
• Insights gained from interviews with guests in various fields, including cannabis and accounting.
• Personal resolutions and goals for the upcoming year related to podcasting.

Episode resources:

● Summit Virtual CFO by Anders website: https://www.summitcpa.net/

● If you have questions or would like to be a guest on the show, email us at [email protected]

● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/

Timestamps:

Welcome to the Young CPA Success Show (00:00:00)

Introduction to the podcast, highlighting its purpose for young accounting professionals.

Jodi's Favorite Podcast (00:00:23)

Jodi humorously comments on productivity loss due to the team gathering for the podcast discussion.

Indiana University Sports Victory (00:00:49)

Brett congratulates Indiana University on a sports win, engaging in light banter about online gambling.

Introducing Christine (00:01:39)

Jodi introduces Christine, acknowledging her contributions and excitement about being on camera.

Christine's Favorite Podcast (00:02:15)

Christine shares her favorite podcast episode, highlighting its relevance to her as a college student.

Introduction of Minna (00:04:12)

Minna is introduced as a new team member, sharing her background and podcasting role.

Podcast Ranking Discussion (00:04:49)

Discussion about the podcast's ranking as number four among accounting firms in the nation.

Mina's Podcasting Resolution (00:05:47)

Mina expresses her goal to improve scheduling for podcast episodes moving forward.

Brett's Podcast Insights (00:07:02)

Brett discusses his podcast, "The Cannabis Access Show," and the educational value of his guests.

Team Collaboration Acknowledgment (00:09:04)

Brett thanks Christine for her behind-the-scenes support during a successful event.

Hannah's Favorite Episode (00:10:08)

Hannah reflects on her favorite podcast episode featuring guests from analytics discussing AI and innovation.

Tom's Humorous Podcast Moment (00:11:41)

Tom shares a funny moment about being recognized for another podcast, leading to a humorous realization.

Storytelling in Podcasting (00:13:45)

Tom discusses the importance of storytelling in consulting, inspired by his podcast guests.

Jodi's Favorite Moment (00:16:13)

Jodi expresses his enjoyment of spending time with Jamie during the podcast, highlighting the camaraderie.

Insights from Speakers (00:17:35)

Discussion on the value of listening to diverse podcasts and collaborating beyond company silos.

Memorable Podcast Moments (00:17:59)

Jodi recalls memorable episodes, including a dinner club discussion and a curious question about targeted ads.

Podcasting Resolutions and Christmas Lists (00:19:51)

Panelists share their podcasting resolutions and Christmas wishes in a combined fun question format.

Jody's Gift Philosophy (00:20:46)

Jody expresses a preference for giving experiences over receiving gifts, emphasizing meaningful connections.

Tom's Podcasting Aspirations (00:21:27)

Tom discusses his podcasting goals, focusing on client connections and exploring AI's impact on the industry.

Hannah's Community Building (00:24:34)

Hannah shares her goal to maintain a fun and approachable podcast atmosphere, encouraging community connections.

Brett on Cannabis Regulations (00:26:01)

Brett highlights the challenges of cannabis businesses under IRS 280E regulations and hopes for future changes.

Christine's Supportive Role (00:31:27)

Christine aims to support her co-hosts and improve podcast quality while sharing her personal listening habits.

Christmas Gift Preferences (00:33:43)

Christine shares her practical Christmas gift request for a blender, reflecting her love for cooking.

Jamie's Podcasting Resolution (00:35:06)

Jamie expresses a desire to improve follow-up with potential podcast guests met at events.

Discussion on Podcast Guests (00:36:37)

Jodi reflects on the importance of considering potential podcast guests during conversations.

Fun Episode Recap (00:36:55)

Jodi shares his enjoyment of the episode, highlighting the camaraderie and relaxed atmosphere.

Appreciation for Contributions (00:37:14)

Jodi expresses gratitude to everyone for their insights and participation in the podcast.

Career Development for Young CPAs (00:37:23)

The host promotes remote work opportunities for young CPAs at Summit Virtual CFO and Anders CPAs.

“It’s just so important to show up positive, to show up kind, to just put forth the best that you can because you just don’t know what’s going on in the background.” – Hannah Hood

The finer details of this episode:

• Guidance for young accounting professionals in their early careers
• Importance of mindset and adaptability in navigating change within the accounting profession
• Personal anecdotes highlighting lessons learned from mentors
• The role of empathy and positivity in client interactions
• Understanding emotional responses to change and its impact on communication
• Transitioning from technical skills to advisory roles in accounting
• Building meaningful relationships with clients beyond transactional interactions
• Embracing discomfort as a pathway to growth and effective communication
• The significance of being present and adaptable during client conversations
• Encouragement to invest in personal development through learning from experiences and others

Episode resources:

• Summit Virtual CFO by Anders website: https://www.summitcpa.net/
• Email us with questions or if you’d like to be a guest on the show: [email protected]
• We’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunities
• Connect with Chris here: https://www.linkedin.com/in/chrispapin/
• Check out Papin CPA here: https://www.papincpa.com/

Timestamps: 

Introduction to the Podcast (00:00:00)

The host welcomes young accounting professionals and introduces the purpose of the podcast.

Theme of Growth and Learning (00:00:23)

Joey discusses the importance of mindset for growth in accounting careers and shares personal lessons.

Mentorship Anecdote (00:00:49)

Joey reflects on lessons learned from his first mentor, Ralph, emphasizing opportunity cost and life lessons.

Mindset and Change (00:02:03)

Joey connects his mentor's lessons to adapting to change in the accounting profession and personal mindset.

Empathy in Client Interactions (00:03:24)

Hannah shares experiences working with clients, highlighting the importance of empathy and positivity.

Inevitability of Change (00:04:23)

Joey emphasizes that change is certain and discusses preparing oneself to respond effectively.

Comfort with Change (00:05:28)

Joey reflects on the comfort of structure in accounting and the need to adapt to change.

Psychology of Change Management (00:06:31)

Chris discusses the psychological aspects of change management and how emotions influence client behavior.

Skills Gap in Accounting (00:08:53)

Hannah notes the changing landscape of the accounting industry and the skills gap in change management.

Importance of Flexibility (00:10:58)

Chris emphasizes the necessity of being adaptable in client conversations and the evolving expectations.

Balancing Processes and Flexibility (00:12:25)

Joey discusses the need for foundational processes to enable agile conversations with clients.

Interconnectedness of Planning and Financials (00:14:08)

Chris highlights the relationship between business plans and financial statements in advisory roles.

Building Trust with Clients (00:17:09)

Chris shares strategies for fostering trust and open communication with clients for effective advisory work.

Practice and Real Conversations (00:19:10)

Joey talks about the importance of practice in preparing for difficult conversations in a professional setting.

Football Analogy for Preparation (00:20:43)

Joey and Chris discuss the relevance of practice in various fields, using football as a metaphor for preparation.

Tom Brady's Legacy (21:01)

Discussion on how perseverance and fundamentals can lead to success, illustrated by Tom Brady's comeback.

Embracing Discomfort (22:31)

The importance of being comfortable with discomfort for long-term success in client interactions and conversations.

Learning from Experience (23:34)

Sharing personal experiences of learning through practice and adapting one's style to improve client communication.

The Psychology of Communication (24:52)

Understanding emotional responses and the need for adaptability in client interactions to foster deeper relationships.

Redefining Success (27:34)

A conversation on how generational views on success and failure impact personal growth and professional development.

The Value of Conversations (33:29)

Highlighting the importance of meaningful conversations over rigid agendas in client meetings for building trust.

Creating Safe Spaces (35:09)

Discussing the vulnerability in financial conversations and the need for advisors to create a safe environment.

Making a Difference (38:15)

Illustrating the impact of timely assistance in client relationships and the importance of servant leadership in advisory roles.

Personal Fulfillment in Client Relationships (00:40:54)

Hannah shares a personal story about overcoming a difficult client interaction and the fulfillment gained from perseverance.

Understanding Client Reactions (00:42:42)

Discussion on how client reactions often stem from their own issues, not the service provider's actions.

The Reality of Client Interactions (00:43:27)

Hannah acknowledges that client relationships can be challenging and are influenced by clients' personal lives.

Connecting with Chris Papin (00:43:56)

Hannah invites listeners to connect with Chris Papin for additional resources and insights on LinkedIn.

Opportunities for Young CPAs (00:44:47)

Joey encourages young CPAs to explore career development and remote work opportunities with their organization.

“We need to get the phrase ‘exit planning’ out of our vocabulary. I like to call it business transition planning or transitioning you from wherever you are today to wherever you want to be.” – Adam 

The finer details of this episode:

• Importance of fiduciary responsibility in financial planning.
• Relationship dynamics between financial advisors and CPAs.
• Challenges and implications of fiduciary principles for clients.
• The significance of being a fee-only financial advisor to minimize conflicts of interest.
• Strategies for young CPAs to build relationships with financial advisors.
• The role of transparency and communication in investment strategies.
• Evolving responsibilities of CPAs in the financial advisory landscape.
• Emotional aspects of financial decision-making and their impact on clients.
• Importance of having a clear financial plan and regular assessments.
• Educational resources and strategies for clients to enhance financial understanding.

Episode resources:

• Summit Virtual CFO by Anders website: https://www.summitcpa.net/
• Email us with questions or if you’d like to be a guest on the show: [email protected]
• We’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunities
• Connect with Adam here: https://www.linkedin.com/in/adamkoos/
• Check out Libertas Wealth Management here: https://www.libertaswealth.com/

Timestamps:

Welcome to the Young CPA Success Show (00:00:00)

Introduction to the podcast, focusing on career navigation for young accounting professionals.

Understanding Fiduciary Responsibility (00:00:22)

Discussion on the significance of fiduciary responsibility in financial planning and its implications for clients.

The Importance of Being a Fiduciary (00:00:53)

An expert explains why fiduciary status is crucial and the potential conflicts in the advisory industry.

Questions to Ask Financial Advisors (00:02:37)

Key questions for clients to ask financial advisors regarding fees and commissions to ensure fiduciary service.

Conflicts of Interest in Financial Advisory (00:03:27)

Exploration of how personal financial pressures can create conflicts of interest for financial advisors.

What Defines a Fiduciary (00:04:14)

Clarification on what being a fiduciary means and its importance in client-advisor relationships.

Personal Experiences with Fiduciary Models (00:05:01)

Discussion on personal experiences concerning fiduciary roles and the challenges faced in advisory firms.

Navigating Non-Fee Only Relationships (00:06:15)

Advice on how to engage with non-fee only advisors while maintaining respect and safety.

Judging Character and Ethics (00:07:11)

The importance of assessing moral and ethical standards when choosing a financial advisor.

Building Portfolios and Ethical Considerations (00:09:04)

Discussion on portfolio management and the ethical implications of investment choices.

Understanding Red Flags in Portfolios (00:11:19)

Identifying potential red flags in investment portfolios that may indicate conflicts of interest.

The Role of CPAs in Financial Planning (00:12:17)

Exploring the need for better communication between CPAs and financial advisors for effective planning.

Venn Diagram of CPA and Advisor Roles (00:14:01)

Illustrating the overlap of roles between CPAs and financial advisors in client financial planning.

The Importance of Dialogue in Financial Planning (00:15:14)

Emphasizing the need for ongoing conversations between CPAs and financial advisors for better outcomes.

Fee Structures and Mutual Funds (00:15:34)

Discussion on the implications of mutual fund fees and the importance of transparency in financial planning.

Philosophical Views on Investment Choices (00:17:12)

Sharing personal investment philosophies and the preference for ETFs over mutual funds in practice.

Building Relationships with CFPs (00:17:28)

Discusses the importance of young professionals developing relationships with Certified Financial Planners (CFPs).

Navigating Financial Advisor Prospects (00:18:23)

Advice on being selective with financial advisor outreach and building meaningful connections.

Finding the Right Financial Partner (00:19:08)

Emphasizes the need to choose trusted financial advisors over casting a wide net for referrals.

The Exit Planning Institute (00:20:04)

Recommends the Exit Planning Institute for networking with qualified financial professionals.

Understanding Roles in Advisory (00:20:48)

Clarifies the distinct roles of CPAs, financial advisors, and other professionals in business planning.

Importance of Questionnaires (00:21:29)

Suggests using detailed questionnaires to foster understanding and trust between financial professionals.

Transitioning Businesses (00:22:17)

Discusses the value of early stakeholder involvement in business transition planning.

Reframing Exit Planning (00:23:06)

Proposes renaming 'exit planning' to 'business transition planning' for a broader perspective.

Enhancing Business Value (00:23:59)

Explains how proper planning increases a business's enterprise value and operational efficiency.

Avoiding Last-Minute Sales (00:24:34)

Warns against procrastination in planning to avoid rushed sales or dissolutions.

Creating Legacy Businesses (00:26:05)

Encourages building businesses that can sustain income and value over time, regardless of sale.

Collaborative Conversations (00:26:28)

Highlights the benefits of gathering diverse stakeholders for productive discussions.

Delaware Statutory Trusts (00:27:12)

Introduces DSTs as a strategy for managing real estate investments and deferring taxes.

Tax Strategies and Investments (00:30:07)

Discusses the importance of long-term tax strategies over short-term tax minimization.

Holistic Tax Loss Harvesting (00:32:00)

Explains a strategy for tax loss harvesting while maintaining investment exposure.

Understanding Concentrated Stock Positions (00:33:46)

Discussion on the emotional and financial risks of holding onto highly appreciated stock.

Emotional Decision-Making in Finance (00:36:15)

Exploration of how emotions impact investment decisions and market behavior.

The Importance of Education in Financial Planning (00:38:12)

Emphasizing the need for client education and analogies to bridge understanding gaps.

Emotional vs. Financial Decisions (00:39:48)

Balancing emotional comfort with sound financial planning in client discussions.

Client Engagement Strategies (00:40:31)

Suggestions for actionable plans to enhance client relationships and decision-making.

Connecting with Clients on Emotional Levels (00:41:05)

Discussion on the significance of understanding clients' emotional ties to their businesses.

Final Thoughts and Future Connections (00:46:03)

Wrap-up conversation reflecting on ongoing education and future webinars to assist clients.

“You have to demonstrate that you care—not only to those whom you're working for but also to the clients and customers that you work with. Every customer, every client, has to think that they are your priority.” – John Scott

The finer details of this episode:

• Journey of young accounting professionals in establishing their careers.
• Identifying and demonstrating interest in a specific niche within accounting.
• Role of mentorship in career development and guidance.
• Significance of effective communication skills in client relationships and teamwork.
• Strategies for building strong client relationships and understanding client needs.
• Value of asking questions and seeking clarification to enhance understanding 
• Learning from mistakes as a crucial part of professional development.
• Proactive engagement in projects and responsibilities to build trust and expertise.
• Continuous learning and self-assessment to align with career advancement goals.
• Balancing opportunities with personal limits to maintain a manageable workload.

Episode resources:

• Summit Virtual CFO by Anders website: https://www.summitcpa.net/
• Email us with questions or if you’d like to be a guest on the show: [email protected]
• We’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunities
• Connect with John here: https://www.linkedin.com/in/john-c-scott-cpa/
• Check out Anders here: https://anderscpa.com/

Timestamps:

Welcome and Introduction (00:00:00)

The host welcomes listeners and introduces the podcast's focus on young accounting professionals.

Finding Your Niche (00:00:23)

Discussion on how young CPAs can establish themselves as subject matter experts in their firms.

Demonstrating Interest (00:01:28)

Insights on how young professionals can show interest in their career paths.

Learning from Experience (00:02:06)

Reflecting on early career experiences and the importance of mentorship.

Taking Notes (00:03:00)

Emphasizing the necessity of taking notes during meetings to retain information.

Client Prioritization (00:04:00)

The importance of making clients feel prioritized and valued in service roles.

Being Present (00:06:10)

Discussing the significance of being fully present during client interactions.

Learning from Mistakes (00:08:00)

The value of asking questions and learning from early career mistakes.

Asking Questions (00:09:00)

Encouragement for young professionals to ask questions for better understanding.

Understanding Financial Statements (00:12:00)

The importance of analyzing financial statements for trends and insights.

Telling the Financial Story (00:13:33)

Discussing how to effectively communicate financial information to clients.

Advisory Skills (00:14:40)

Highlighting the shift from technical skills to advisory roles in accounting.

Practice and Repetition (00:14:52)

The need for practice and learning through trial and error in developing skills.

Aligning Interests with Expertise (00:16:00)

Advice on following personal interests to develop expertise in a specific area.

Constructive Debates (00:18:36)

The benefits of engaging in constructive debates to enhance understanding and perspectives.

Effective Communication with Clients (00:19:45)

Importance of understanding client communication styles to build effective relationships.

Being Available for Opportunities (00:21:11)

Encouragement for less experienced professionals to show interest and be available for new projects.

Continuous Improvement and Comfort Zone (00:22:43)

Advice on pushing oneself beyond comfort zones to progress in career and expertise.

Reading Client-Relevant Books (00:23:08)

Value of reading materials that clients engage with to enhance understanding and communication.

Demonstrating Care for Clients (00:23:50)

Emphasizing the importance of giving clients undivided attention to show genuine care.

Saying Yes to Opportunities (00:24:17)

Encouragement to accept additional responsibilities to foster career growth.

Managing Workload and Delegation (00:25:09)

Advice on assessing current tasks to allow for new opportunities without overloading.

Learning from Client Interactions (00:26:08)

The value of participating in discussions with successful business owners for professional growth.

Trust and Responsibility in Delegation (00:27:00)

Building trust through delegation and training to empower less experienced staff.

Navigating Career Advancement Conversations (00:34:26)

Strategies for discussing career advancement respectfully with partners in the firm.

Establishing Control Over Career Progression (00:35:35)

Importance of having a clear plan and goals to navigate career advancement.

Addressing Impostor Syndrome (00:37:15)

Managing fears regarding career paths and aligning expectations with supervisors.

Understanding Job Responsibilities (00:38:10)

Recognizing the differences in responsibilities at various career levels to ensure alignment.

Travel Experiences (00:39:27)

Discussion about personal travel experiences, highlighting favorite destinations and memorable moments.

Italy Trip (00:39:55)

Speaker shares insights on their recent trip to Italy, emphasizing beautiful scenery and local dining.

Travel Delays (00:41:11)

Narrative about flight delays affecting travel plans and the resulting hectic schedule.

Conference Speaking Slot (00:41:46)

Speaker discusses confusion over speaking schedule at a conference, leading to an unexpected situation.

French Air Traffic Incident (00:42:52)

Speaker reminisces about a past travel incident involving flight delays due to a strike in France.

Connecting with John (00:43:45)

Information on how listeners can reach out to John for advice and mentorship.

Book Publication (00:45:05)

Announcement of John's newly published book, "Judicial Dollars and Cents," available on Kindle.

“One thing that I love so much about this firm is that you've got the resources and the leadership to back you up when it comes to trying something new.” – Trey Meier 

The finer details of this episode:

• Current state of recruiting at Anders accounting firm
• Firm's growth and expansion beyond St. Louis
• Strategies for attracting entry-level and experienced professionals
• Importance of company culture and professional development opportunities
• Adaptability to remote work and creating a welcoming environment
• Networking and relationship-building initiatives for young professionals
• Differences in recruiting strategies for various candidate experience levels
• Emphasis on personal attention and treating employees as individuals
• Use of technology and innovative practices in recruitment
• Encouragement for candidates to actively engage and advocate for themselves during the hiring process

Episode resources:

• Summit Virtual CFO by Anders website: https://www.summitcpa.net/
• Email us with questions or if you’d like to be a guest on the show: [email protected]
• We’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunities
• Connect with Trey here: https://anderscpa.com/team-member/trey-r-meier/
• Check out Anders here: https://anderscpa.com

Timestamps:

Welcome to the Young CPA Success Show (00:00:00)

Introduction to the podcast and its purpose for young accounting professionals.

Introduction of Guests (00:00:23)

Joey welcomes Trey Meier from Anders Recruiting and discusses their long-awaited conversation.

Firm's Growth and Culture (00:01:06)

Trey shares insights on Anders' positive changes and culture during his five years with the firm.

Recruiting Strategy Overview (00:01:43)

Discussion on Anders' strategy to enhance its reputation and attract talent beyond St. Louis.

Expanding Recruitment Efforts (00:02:29)

Trey explains outreach to more universities and early engagement with students.

Experiential vs. Campus Recruitment (00:04:44)

Differentiating the experiential side of recruiting from university outreach efforts.

Recruiting Strategies for Different Audiences (00:06:01)

Trey discusses tailored approaches for recruiting entry-level and experienced professionals.

Networking Importance (00:07:03)

Highlighting the significance of networking for young professionals at Anders.

Selling Points for Anders (00:09:44)

Trey identifies the firm’s unique culture and personal attention as key recruiting advantages.

Work-Life Balance and Flexibility (00:11:06)

Discussion on the firm's adaptation to flexible work environments and its benefits.

Personal Experience with Hybrid Work (00:12:45)

Joey shares a positive experience with Anders' hybrid work arrangements and technology.

Welcoming Environment at Anders (00:14:08)

Trey emphasizes the firm’s commitment to making all employees feel valued and welcome.

Adapting to Global Reach (00:15:11)

Exploration of how Anders is adjusting internal practices for a broader, remote workforce.

Recruiting Strategies and Brand Awareness (00:15:27)

Discussion on expanding Anders' brand recognition beyond St. Louis through marketing partnerships.

Adapting to Remote Work (00:15:59)

Exploration of maintaining firm culture and engagement with remote employees through internal events.

Learning and Pivoting (00:16:44)

Emphasis on continuous learning and adapting recruiting strategies based on what works and what doesn’t.

Family Feel at Anders (00:17:30)

Description of the supportive, family-like environment within the firm, fostering collaboration across teams.

Leadership Engagement (00:18:21)

Personal anecdote about feeling acknowledged by firm leadership, highlighting a unique company culture.

Advice for College Graduates (00:20:04)

Encouragement for college students to reach out and explore job opportunities actively.

Importance of Outreach (00:21:10)

Highlighting the necessity of direct communication with firms to understand their culture and opportunities.

Advocating for Yourself (00:24:02)

Discussion on the importance of candidates advocating for their needs during the job search process.

Interviewing the Company (00:25:03)

Encouragement for candidates to interview potential employers to ensure mutual fit.

Networking and Building Connections (00:27:02)

The significance of networking and maintaining relationships for future job opportunities.

Current Hiring Opportunities (00:28:38)

Overview of the firm's rapid growth and diverse hiring needs across multiple departments.

Engagement with Anders (00:30:00)

Encouragement for candidates to engage with the firm through social media and career pages for updates.

Introduction to Partner Stories (00:30:51)

Discussion on the success stories of new partners from non-traditional accounting backgrounds.

Opportunities in the Firm (00:31:53)

Emphasis on the vast opportunities available within the firm for various skill sets.

Referrals and Networking (00:31:56)

Importance of referrals and connecting with like-minded individuals for recruitment.

Personal Interests Outside Work (00:32:25)

Trey shares his hobbies, including sports and family activities outside of recruiting.

Sports Culture in St. Louis (00:33:30)

Conversation about St. Louis sports events and the firm’s connection to local sports.

Office Environment and Location (00:34:12)

Discussion on the firm’s modern office space and its proximity to sports venues.

Flexibility in Work Locations (00:35:03)

Overview of hybrid work options and the benefits of working from different office locations.

Engaging with Recruiters (00:36:15)

Encouragement for audience to connect with recruiters for networking and opportunities.

Contacting Trey (00:36:38)

Trey shares his availability and willingness to connect through various communication channels.

Closing Remarks (00:37:34)

Appreciation for Trey’s contributions to recruitment and the firm’s growth.

In this special episode of The Young CPA Success Show, four speakers with Halloween-themed personas—Jamie Nightmare, Hannah Hexed Hood, Adam Haunted Hale, and Joey Killing Kenny—engage in a lively draft-style discussion about their favorite Halloween movies. Jamie, the enthusiastic host, sets the stage and outlines the draft rules. Hannah humorously admits her limited horror movie experience, while Adam and Joey share their deep knowledge and personal anecdotes. The conversation is filled with playful banter and passionate debates as they each select and defend their top horror film picks, creating an engaging and entertaining Halloween-themed episode.

“I was stressed out, cranky, grouchy, and missing family events. That was the catalyst for me to figure out how to get Excel to do all the things I was doing manually.” – Jeff Lenning 

The finer details of this episode:

• Importance of Excel skills for young accounting professionals
• Gaps in Excel training within college education for accounting students
• Personal experiences of speakers regarding Excel proficiency and training
• Implementation of Excel training programs in organizations
• The versatility of Excel in both professional and personal projects
• Structure and content of comprehensive Excel training courses
• The impact of outdated methods in accounting practices
• The evolving role of technology and AI tools in accounting, including Excel

Episode resources:

• Summit Virtual CFO by Anders website: https://www.summitcpa.net/
• Email us with questions or if you’d like to be a guest on the show: [email protected]
• We’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunities
• Connect with Jeff here: https://www.linkedin.com/in/jefflenning/
• Check out Excel University here: https://www.excel-university.com/

Timestamps:

Introduction to the Podcast (00:00:00)

The hosts welcome listeners to "The Young CPA Success Show" and introduce the topic of Excel skills.

Excel in Early Careers (00:00:22)

Discussion on how college education often leaves graduates unprepared for Excel demands in accounting.

Feedback from Employers (00:00:54)

Employers express concerns about the Excel skills of recent graduates and the need for better training.

Excel Training at Summit Virtual CFO (00:01:59)

Insights into how Summit Virtual CFO addresses Excel skill gaps through dedicated training resources.

Course Structure for Excel Training (00:03:19)

An overview of the comprehensive six-course Excel training designed to prepare accounting professionals.

Genesis of Excel Skills in Auditing (00:04:43)

The importance of organizing data in audits and its relation to Excel skills developed during careers.

Challenges of Legacy Workbooks (00:05:36)

Discussion on the inefficiencies of using outdated Excel workbooks and the need for improvement.

Importance of Continuous Improvement (00:06:48)

The necessity of enhancing workbooks to reduce time spent on monthly closes and improve efficiency.

Excel's Longevity in Business (00:09:57)

Exploration of why Excel remains a dominant tool in business despite advancements in technology.

Excel's Versatility Beyond Accounting (00:12:48)

Personal anecdotes on using Excel for non-business projects, showcasing its broad applicability.

Half-Marathon Training in Excel (00:14:00)

Discussion on planning personal projects like training schedules and vacations using Excel.

First Half-Marathon Experience (00:15:24)

Speaker shares their experience of completing their first half-marathon and the challenges faced.

Maintaining Training Structure (00:16:13)

Importance of having structured training plans to stay motivated and consistent in exercise routines.

Here are the extracted timestamps and their titles in chronological order:

Running Routine and Energy Boost (00:17:48)

Discussion on morning runs and their impact on daily energy levels.

Exercise and Career Structure (00:19:10)

Connecting running routines to creating structure in professional engagements.

Discipline and Goal Setting (00:20:16)

The importance of discipline, planning, and setting goals in both running and career.

Value of Preparation Over the Race (00:20:21)

Emphasizing that the real value lies in preparation, not just completing the race.

Community Support in Races (00:22:50)

Highlighting the joy and community support experienced during marathons.

Excel University Overview (00:23:59)

Introduction to Excel University and its development over the past 12 years.

CPE Credits and Practical Skills (00:26:10)

Importance of practical skills in CPE courses for CPAs.

Evolution of CPE Training (00:27:37)

Discussion on the shift from traditional CPE classes to modern, interactive formats.

Course Structure and Support (00:28:35)

Overview of the blended learning approach in Excel courses, combining videos and live support.

Future of Excel with AI Integration (00:32:47)

Predictions on how Excel will evolve with AI technologies and user support features.

Microsoft Copilot Introduction (00:34:23)

Exploration of Microsoft Copilot as a native AI tool enhancing user experience in Excel.

Running and Music Preferences (00:35:59)

Discussion about music and nature during running, highlighting personal preferences.

Engaging the Mind While Running (00:37:05)

Speakers talk about using running time to think and develop ideas.

Favorite Podcasts (00:39:13)

Introduction of the "All In" podcast as a new favorite for engaging discussions.

Excel University Resources (00:40:26)

Information about Excel University courses and a free CPE course for CPAs.

“Finding a good mentor can be hard, but it is such a big deal. My internship opened my eyes to all the possibilities the industry has to offer.” – Chayton Farlee 

The finer details of this episode:

• The need for modernizing content delivery methods in the accounting profession.
• The potential of using platforms like TikTok and LinkedIn to engage younger audiences.
• The importance of mentorship and networking for accounting students.
• The challenges faced by students in understanding the diverse career paths in accounting.
• The significance of practical experience and internships in preparing for accounting careers.
• The role of storytelling in reshaping how accounting is viewed by prospective students.
• The importance of early outreach to students to highlight opportunities in accounting.

Episode resources:

• Summit Virtual CFO by Anders website: https://www.summitcpa.net/
• Email us with questions or if you’d like to be a guest on the show: [email protected]
• We’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunities
• Connect with Chayton here: https://www.linkedin.com/in/chaytonfarlee/

Timestamps:

Introduction to the Podcast (00:00:00)

The host welcomes listeners and outlines the podcast's purpose for young accounting professionals.

Need for Content Change (00:00:23)

Joey discusses the necessity to adapt their content creation strategy, suggesting a TikTok account.

Mixed Feelings About TikTok (00:00:37)

Hannah shares her apprehensions about using TikTok while acknowledging its potential to engage younger audiences.

Old Guys at the Party (00:01:00)

Joey compares their TikTok venture to being the older alumni at a college party, emphasizing the importance of relevance.

Responsibility to the Next Generation (00:01:54)

Joey reflects on the responsibility to disseminate information for the next generation entering the accounting field.

Influence of TikTok (00:02:23)

Hannah acknowledges TikTok's influence and the importance of storytelling in reaching audiences.

Potential LinkedIn Challenge (00:03:42)

Joey anticipates a LinkedIn challenge from Producer Rob to enhance their professional networking.

Building Professional Relationships (00:04:57)

Joey discusses the significance of cultivating professional connections and shares insights from Jaden on effective networking.

Chayton Farlee's Introduction (00:06:10)

The speakers introduce Chayton Farley, an accounting student, and invite him to share his background.

Chayton's Journey into Accounting (00:06:33)

Chayton recounts his journey into accounting, emphasizing his experiences during COVID and discovering his passion for the field.

Influence of Podcasts (00:08:54)

Chayton discusses how listening to accounting podcasts helped him understand the profession beyond classroom teachings.

Rebranding the Accounting Profession (00:16:02)

Chayton advocates for rebranding accounting to highlight its value-adding aspects beyond compliance and traditional roles.

Experiences from an Internship (00:20:39)

The conversation shifts to Chayton's current internship, exploring the differences between classroom learning and practical experience.

Chayton's Internship Experience (00:20:42)

Chayton shares insights about his internship, highlighting mentorship and practical experience with tax returns and firm management software.

Understanding Operations in Accounting (00:22:29)

Discussion on the importance of operations within accounting firms, often overlooked in traditional education.

Learning About Budgeting (00:23:33)

Joey emphasizes the significance of understanding budgeting in accounting, a concept rarely taught in school.

The Value of Mentorship (00:26:07)

Hannah reflects on the importance of mentorship, sharing her positive internship experience and its impact on her career.

Networking on LinkedIn (00:27:40)

Discussion on the benefits of networking on LinkedIn, including finding mentors and job opportunities.

Building Relationships over Transactions (00:34:08)

Chayton stresses the importance of cultivating genuine relationships rather than viewing networking as a transactional process.

Professors' Role in Student Networking (00:36:19)

Chayton suggests that professors should be more active on LinkedIn to help students connect with industry professionals.

Challenges of Content Creation on TikTok (00:38:15)

Joey discusses the difficulties accountants face in creating concise, engaging content on platforms like TikTok.

The Need for Quality Content (00:41:20)

Joey expresses concerns about the quality of accounting information shared on TikTok.

Discussion on TikTok Strategy (00:42:00)

The group discusses the potential of starting a TikTok account for engaging younger audiences.

Importance of Information Dissemination (00:42:10)

Joey emphasizes the responsibility of professionals to share digestible information with students.

Daily TikTok Clips Strategy (00:43:00)

Chayton shares his goal of posting daily short clips from his podcast on TikTok.

Changing Perspectives on Accounting (00:44:57)

Chayton discusses the negative perceptions of accounting compared to consulting and tech careers.

Challenges of Additional Education Costs (00:45:39)

Joey highlights the financial burden of pursuing an extra year of education for accounting.

Tech's Impact on Accounting (00:45:48)

Joey mentions how technology has changed the accounting landscape, affecting career choices.

Content Creation Ideas for Accounting (00:46:19)

Joey suggests creating relatable content showcasing modern accounting work-life.

Perception Issues in Accounting (00:47:09)

The speakers agree on the need to change outdated perceptions of accounting careers.

Highlighting Tech and Consulting in Accounting (00:48:34)

Chayton advocates for showcasing tech integration in accounting to attract new talent.

Flexibility in Modern Accounting Jobs (00:50:02)

Joey discusses the increased flexibility and work-life balance in contemporary accounting roles.

Encouraging Student Engagement (00:53:35)

Chayton suggests reaching out to students through virtual meetings to discuss diverse accounting careers.

Importance of Early Career Engagement (00:55:02)

Joey emphasizes the need to engage students early about accounting career opportunities.

Open Dialogue Between Generations (00:56:52)

Joey calls for open communication to understand what younger generations want from their careers.

Closing Thoughts and Connections (00:57:23)

Chayton shares how listeners can connect with him for further discussions and insights.

“I had a ton of imposter syndrome coming into this. It was severe, but it's been such a bright light in my life and career, getting to have honest conversations with folks.” – Hannah Hood

“If that is something that you're interested in, do the damn thing.” – Joey Kinney

The finer details of this episode:

• Importance of creating content tailored for young accounting professionals.
• Discussion of imposter syndrome and its prevalence in the accounting field.
• Reflection on the podcast's impact and growth over its first year.
• Recognition of the skills gap in middle management within the industry.
• Emphasis on the courage to pursue career changes and entrepreneurial ventures.
• The evolving landscape of entrepreneurship in accounting, facilitated by technology.
• The significance of mentorship and community support for young professionals.
• Celebration of the podcast's milestones and listener engagement.
• Encouragement for young CPAs to embrace their ambitions and seek guidance.
• Acknowledgment of the need for diverse perspectives, particularly from women in the industry.

Episode resources:

• Summit Virtual CFO by Anders website: https://www.summitcpa.net/
• Email us with questions or if you’d like to be a guest on the show: [email protected]
• We’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunities

Timestamps:

Welcome to the Young CPA Success Show (00:00:00)

Introduction to the podcast, aimed at guiding young accounting professionals in their careers.

Year in Review (00:00:22)

Discussion about the podcast's first year and the importance of recognizing team contributions.

Introducing Roxanne Raynor (00:01:50)

Roxanne shares her behind-the-scenes role and reflects on her experience with the podcast.

Rob Semos Joins the Conversation (00:02:10)

Rob introduces himself, discussing his background in video editing and his contributions to the podcast.

Hannah's Growth and Support (00:10:12)

Hannah expresses gratitude for support from her co-hosts and shares her rewarding experiences with the podcast.

Imposter Syndrome Discussion (00:11:03)

Hannah talks about overcoming imposter syndrome and the positive feedback received from listeners.

Highlighting Audience Engagement (00:11:35)

Hannah mentions reaching out to the audience for feedback and the podcast's impact on listeners.

Skills Gap in Middle Management (00:15:28)

Discussion on the skills gap in middle management and the need for solutions in the accounting industry.

Courage and Resiliency in Guests (00:18:25)

Joey highlights the courage shown by guests who take initiative to address industry challenges.

Courage to Take Action (00:19:34)

Discussion on the importance of courage in pursuing new skills and opportunities.

Soft Skills vs. Technical Skills (00:19:54)

Exploration of whether courage or skills are more crucial for career growth.

Barriers to Entry in Entrepreneurship (00:20:28)

Insights on how starting an accounting firm has become more accessible for young professionals.

The Impact of Technology on Opportunities (00:22:44)

Discussion on how technology and interconnectivity create new opportunities for young entrepreneurs.

Encouragement for Young Professionals (00:23:54)

Motivating young individuals to take advantage of the current landscape for career advancement.

Podcast Reach and Impact (00:25:13)

Reflection on the unexpected reach and impact of their podcast on listeners.

Download Statistics Reveal Success (00:26:41)

Sharing impressive download statistics and audience engagement with the podcast.

Favorite Listening Times (00:28:02)

Discussion on when listeners prefer to tune into the podcast, highlighting commute times.

Importance of the Podcast for Young Professionals (00:30:15)

Exploration of how the podcast addresses the challenges faced by young professionals in accounting.

Mentorship Reflections (00:31:27)

Hannah shares her thoughts on the importance of mentorship in career development.

The Journey and Its Lessons (00:32:52)

Discussion on how personal experiences shape the perspectives shared on the podcast.

Opportunities for Change in Accounting (00:35:08)

Encouragement to create transparency and change perceptions about the accounting profession.

Recommended Podcast Episodes (00:35:55)

Suggestions for past episodes that can benefit young professionals entering the industry.

Diversity of Perspectives in Podcast Guests (00:37:07)

Highlighting the variety of guests and perspectives shared on the show.

Celebrating One Year of the Podcast (00:38:22)

Reflection on the podcast's first anniversary and its significance.

Feeling Like a Mentor (00:39:04)

Discussion on personal feelings about mentorship and imposter syndrome.

Reflection on Growth (00:39:09)

Discussion on personal growth and opportunities gained since starting the show.

Role of a Mentor (00:39:45)

Speaker shares their desire to be a supportive figure rather than a traditional coach.

Celebrating One Year (00:40:52)

Acknowledgment of the podcast's first anniversary and its evolution from an idea to a successful show.

Gratitude for Team Support (00:41:14)

Expressions of thanks to team members who contributed to the podcast's success.

Cheers to Future Opportunities (00:41:52)

A toast to the past year and excitement for future endeavors, emphasizing camaraderie.

Career Development Opportunities (00:42:04)

Invitation for young CPAs to explore remote work opportunities and open positions.