On this episode of Unscripted, we're joined by Philip Massey to talk about a common—but often overlooked—client challenge: outgrowing accounting software.

As organizations grow, complexity increases—and entry-level or legacy systems can quietly become roadblocks. Philip shares the key warning signs that a client's system is creating more frustration than insight, from heavy Excel reliance and manual processes to reporting gaps and integration headaches.

We discuss what life looks like before and after modern financial systems, why waiting makes the problem worse, and how DD team members can recognize "here's your sign" moments early. If you've ever sensed that a client's systems are holding them back but weren't sure what to do next, this episode is for you.

We're kicking off 2026 with a special episode of Unscripted, welcoming Jason Miller as he officially steps into his role as President & CEO of Dean Dorton. In this candid conversation, Jason reflects on his first weeks fully in the CEO seat—sharing how he's doing, what's encouraged him most, and where he's feeling both momentum and challenge as he leads the firm forward.

Jason also provides an update on the firm's vision and strategy following our recent All Firm meeting, offering insight into where the work stands today and what's taking shape behind the scenes. Looking ahead, he discusses what the firm can expect in the coming months, what excites him most about this next chapter, and how we can continue to support one another as we look ahead to the new year.

In our final Unscripted episode of 2025, we're joined by AFO Manager Emily Anderson, who shares her experience recording a professional podcast episode with our learning and development partner, LumiQ. Emily walks us through how the opportunity came about, what the recording process was like, and why she encourages other team members to step outside their comfort zones and say "yes" to similar opportunities. A great listen to wrap up the year and look ahead to what's possible in 2026!

In this episode of Unscripted, Chris and Liz are joined by Abby Riggs and Mike Ballenger, two recent graduates of the Dean Dorton Leadership Academy. Abby and Mike share candid reflections on their DDLA experience—from the sessions that stretched their thinking to the lessons that will stay with them long after graduation. They discuss the skills they honed, the moments that resonated most, and how the program is shaping their approach to leadership at Dean Dorton. Tune in for an authentic conversation about growth, confidence, and what it means to lead with purpose.

In this episode of Unscripted, we're joined by Jason Miller, Dean Dorton's incoming CEO. Jason shares his excitement about the future of Dean Dorton and gives us a preview of what to expect at our upcoming firmwide meeting on October 30!

In this episode of Unscripted, we sit down with Chris Allen and Brennen Oakley from the Always About People team to talk about why leadership development matters at every stage of a career. We dive into the vision behind the Dean Dorton Leadership Academy, how it equips emerging leaders with the skills and confidence they need, and why investing in leadership doesn't just impact participants—it strengthens entire teams and organizations. Join us for an inspiring conversation about building leaders who lift others up and create lasting impact.

In this episode of Unscripted, we sit down with Josh Shilts, Director of Forensic and Valuation Services, to hear his unique career journey and the path that led him to become a leader in his field. Josh shares insights into the complex and fascinating world of forensic accounting and valuation, offering a behind-the-scenes look at the work he and his team do to support clients in critical moments.

Beyond his professional expertise, Josh opens up about a topic he's deeply passionate about—mental health. He talks candidly about why prioritizing mental well-being is essential for both individual success and organizational health, and how he strives lead by example so that team members feel supported, balanced, and valued.

This conversation is equal parts professional wisdom and personal reflection—don't miss it!

In this special episode, we sit down with our Chief Operating Officer (and co-host!), Chris Hahn. From his early career milestones to the values that drive his leadership style, Chris shares his perspective on what it takes to lead with purpose at Dean Dorton.

We also dive into some fun personal territory—his favorite ways to unwind, the best advice he's ever received, and what might surprise you about his journey.

In this special summer episode of Unscripted, we sit down with AFO Associate Kylea Dobson, who has an exciting season ahead—on and off the field. Kylea shares her journey to representing Team Canada in lacrosse at the upcoming PALA World Qualifiers and World Games and what it means to compete on an international stage while balancing a career in accounting.

We also lighten things up with a countdown of our Top 10 Things That Remind Us of Summer. Whether you're a sports fan, a summer enthusiast, or just curious about Kylea's incredible story, this episode has a little something for everyone.

Tune in and get inspired for the season ahead!

In this unscripted episode of Unscripted, we welcome back Chief Strategy Officer, Jenny Patterson, who provides us with an update on the firm's strategy plans. Jenny shares the success that we have had in our first quarter and gives us an idea of what to expect from the road ahead. We also dive into both Jenny's career and personal journey, and learn a few surprising things along the way. You don't want to miss it!