Rise and Stride Mon, 04 May 2026 03:05:14 -0400 http://calcpa.org en-us © 2026 Rise and Stride yes 1ead124d-1c6c-5fb7-b5d7-4db6dd179942 paul.chirco@calcpa.org CalCPA episodic false With each day, it feels like the business landscape is shifting. From regulatory changes to staffing concerns and everything in between, it’s challenging to stay in step—much less ahead—of what’s happening. In Rise and Stride, California Society of CPAs CEO Denise LeDuc Froemming will dive into leading topics by bringing together diverse voices that will empower you to take your next step.

]]> Buzzsprout (https://www.buzzsprout.com) accounting, business, CPA, career, california, money CalCPA paul.chirco@calcpa.org https://storage.buzzsprout.com/brqlhw1y89jgftkf3mp4tmqc6h69?.jpg Rise and Stride http://calcpa.org Ep. 46: How CPAs Can Lead the Transformation Economy Ep. 46: How CPAs Can Lead the Transformation Economy Paul Dunn, an impact architect who helps teams design businesses where growth and purpose move as one, challenges accounting professionals to stop thinking of themselves as report producers and start seeing themselves as architects of their clients' futures. In this episode, he unpacks what it means to move from the experience economy to the transformation economy—and why CPAs are uniquely positioned to lead the way.

]]> Paul Dunn, an impact architect who helps teams design businesses where growth and purpose move as one, challenges accounting professionals to stop thinking of themselves as report producers and start seeing themselves as architects of their clients' futures. In this episode, he unpacks what it means to move from the experience economy to the transformation economy—and why CPAs are uniquely positioned to lead the way.

]]> Buzzsprout-19110554 Mon, 04 May 2026 00:00:00 -0700 2372 full false Ep. 45: Leadership, Risk and AI: Why the Human Element Still Matters Most Ep. 45: Leadership, Risk and AI: Why the Human Element Still Matters Most In this episode of Rise in Stride, Sabine Charles, TEDx speaker, author and CEO of Charles Financial Strategies, shares why the biggest risks organizations face today aren’t technical—they’re human. From leadership blind spots to the role of emotional intelligence in governance and AI adoption, she explains why mindset, self-awareness, and purpose are critical skills for modern leaders. 

Resources: TedX Talk: Dethroned or reclaimed? Leadership, identity and purpose 

]]> In this episode of Rise in Stride, Sabine Charles, TEDx speaker, author and CEO of Charles Financial Strategies, shares why the biggest risks organizations face today aren’t technical—they’re human. From leadership blind spots to the role of emotional intelligence in governance and AI adoption, she explains why mindset, self-awareness, and purpose are critical skills for modern leaders. 

Resources: TedX Talk: Dethroned or reclaimed? Leadership, identity and purpose 

]]> CalCPA Buzzsprout-18963704 Mon, 06 Apr 2026 09:00:00 -0700 2327 full false Ep. 44: You’re Not Your Job Title Ep. 44: You’re Not Your Job Title What if the key to better engagement, stronger culture and long-term success isn’t working harder—but showing up more human? In this episode, leadership and culture expert, and comedian, John Garrett shares how embracing your “and”—the passions and interests beyond your job title—can transform workplaces, careers and relationships, and why people—not just productivity—are the real differentiator. 

 

“What’s Your And? Unlock the Person Within the Profession” 

]]> What if the key to better engagement, stronger culture and long-term success isn’t working harder—but showing up more human? In this episode, leadership and culture expert, and comedian, John Garrett shares how embracing your “and”—the passions and interests beyond your job title—can transform workplaces, careers and relationships, and why people—not just productivity—are the real differentiator. 

 

“What’s Your And? Unlock the Person Within the Profession” 

]]> CalCPA Buzzsprout-18747738 Mon, 02 Mar 2026 09:00:00 -0800 2707 1 44 full false Ep. 43: The Future of Financial Advice is Human-First Ep. 43: The Future of Financial Advice is Human-First We’ve all heard of ROI—return on investment. But what about ROR—return on relationship? In this episode, author Rory Henry, a Certified Financial Planner and Behavioral Financial Adviser, explains why trust, empathy and understanding the “human behind the numbers” are becoming the most valuable skills for CPAs and financial advisers—and how behavioral finance is reshaping client relationships.

]]> We’ve all heard of ROI—return on investment. But what about ROR—return on relationship? In this episode, author Rory Henry, a Certified Financial Planner and Behavioral Financial Adviser, explains why trust, empathy and understanding the “human behind the numbers” are becoming the most valuable skills for CPAs and financial advisers—and how behavioral finance is reshaping client relationships.

]]> CalCPA Buzzsprout-18641944 Mon, 09 Feb 2026 08:00:00 -0800 2446 full false Ep. 42: Small Actions Create Big Impacts Ep. 42: Small Actions Create Big Impacts Leadership isn’t about titles—it’s about action. In this episode, CalCPA Public Service Award winners Rosario Bobadilla-Farias and Di Wu share how small, intentional steps can create meaningful change in the profession and the community. And it starts right where you are.

]]> Leadership isn’t about titles—it’s about action. In this episode, CalCPA Public Service Award winners Rosario Bobadilla-Farias and Di Wu share how small, intentional steps can create meaningful change in the profession and the community. And it starts right where you are.

]]> CalCPA Buzzsprout-18496151 Tue, 13 Jan 2026 07:00:00 -0800 1990 42 full false Ep. 41 - The Career Contract Has Changed Ep. 41 - The Career Contract Has Changed The days of climbing the career ladder rung by rung are quickly fading as career options and paths look nothing like they used to. Podcaster and talent and leadership development consultant Al Dea breaks down how today’s evolving workplace demands fresh approaches to engagement, growth and leadership. 

]]> The days of climbing the career ladder rung by rung are quickly fading as career options and paths look nothing like they used to. Podcaster and talent and leadership development consultant Al Dea breaks down how today’s evolving workplace demands fresh approaches to engagement, growth and leadership. 

]]> CalCPA Buzzsprout-18319176 Mon, 08 Dec 2025 14:00:00 -0800 2376 1 41 full false Ep. 40 - Beyond the Numbers Ep. 40 - Beyond the Numbers Forget the old stereotypes. Dean Quiambao, chief relationship officer at Armanino, paints a new picture of what it means to be a CPA in today’s fast-changing world—one where CPAs lead in AI adoption, shift the conversation from fees to outcomes and change the perception of the profession by embracing their personal brand.

]]> Forget the old stereotypes. Dean Quiambao, chief relationship officer at Armanino, paints a new picture of what it means to be a CPA in today’s fast-changing world—one where CPAs lead in AI adoption, shift the conversation from fees to outcomes and change the perception of the profession by embracing their personal brand.

]]> CalCPA Buzzsprout-18127268 Mon, 03 Nov 2025 14:00:00 -0800 1834 full false Ep. 39: Changing the Profession from the Inside Out Ep. 39: Changing the Profession from the Inside Out What does it take to truly disrupt accounting? Jim Wallace of BPM and Chris Vanover of CPAClub share how they’re tackling tradition, embracing innovation and setting new standards for success—all while putting people first.

]]> What does it take to truly disrupt accounting? Jim Wallace of BPM and Chris Vanover of CPAClub share how they’re tackling tradition, embracing innovation and setting new standards for success—all while putting people first.

]]> CalCPA Buzzsprout-17919970 Mon, 06 Oct 2025 00:00:00 -0700 2609 full false Ep. 38: Every Voice Matters Ep. 38: Every Voice Matters Stephen Shedletzky—speaker, coach, adviser and author—has a passion for helping leaders unlock the voices of others. His mission: build “speak-up” cultures where people feel heard, valued and empowered. The result? Workplaces—and lives—that are transformed.

 

Resources: Speak-Up Culture: When Leaders Truly Listen, People Step Up

]]> Stephen Shedletzky—speaker, coach, adviser and author—has a passion for helping leaders unlock the voices of others. His mission: build “speak-up” cultures where people feel heard, valued and empowered. The result? Workplaces—and lives—that are transformed.

 

Resources: Speak-Up Culture: When Leaders Truly Listen, People Step Up

]]> CalCPA Buzzsprout-17731880 Tue, 02 Sep 2025 00:00:00 -0700 2171 full false Ep. 37: Building Momentum Ep. 37: Building Momentum Business development coach Leah Yoneda of Golden Ginkgo Group shares how curiosity, momentum and simple goals can fuel a career—and the important role of stepping out of comfort zones and embracing hands-on learning.

]]> Business development coach Leah Yoneda of Golden Ginkgo Group shares how curiosity, momentum and simple goals can fuel a career—and the important role of stepping out of comfort zones and embracing hands-on learning.

]]> CalCPA Buzzsprout-17610055 Mon, 04 Aug 2025 00:00:00 -0700 2521 full false Ep. 36 AI: Your High-Energy Intern Ep. 36 AI: Your High-Energy Intern Is AI coming for your job? Not exactly—but the person or firm using AI might be. Neil Sahota is CEO of ACSI Labs, an IBM Master Inventor, United Nations Artificial Intelligence Advisor and author of the best-selling book, “Own the A.I. Revolution”, shares how curiosity—not code—can unlock your future in the age of AI and what skillsets will set you apart. 

 


]]> Is AI coming for your job? Not exactly—but the person or firm using AI might be. Neil Sahota is CEO of ACSI Labs, an IBM Master Inventor, United Nations Artificial Intelligence Advisor and author of the best-selling book, “Own the A.I. Revolution”, shares how curiosity—not code—can unlock your future in the age of AI and what skillsets will set you apart. 

 


]]> CalCPA Buzzsprout-17512393 Wed, 16 Jul 2025 07:00:00 -0700 1771 1 36 full false Ep. 35 SIFT Happens: How Small Shifts Lead to Big Ideas Ep. 35 SIFT Happens: How Small Shifts Lead to Big Ideas Marketer, speaker and best-selling author Rohit Bhargava is on a mission to inspire more non-obvious thinking in the world. Listen as he shares why non-obvious thinking is a superpower anyone can build—with a little space, insight, focus and a twist. 

More resources:

Anticipating the Future 

AI is Rewriting the Rules of Accounting 

]]> Marketer, speaker and best-selling author Rohit Bhargava is on a mission to inspire more non-obvious thinking in the world. Listen as he shares why non-obvious thinking is a superpower anyone can build—with a little space, insight, focus and a twist. 

More resources:

Anticipating the Future 

AI is Rewriting the Rules of Accounting 

]]> CalCPA Buzzsprout-17416026 Mon, 30 Jun 2025 00:00:00 -0700 1859 full false Ep. 34 Joyful and Joy Full Ep. 34 Joyful and Joy Full Armed with a CPA license and a master’s degree in applied positive psychology, Wes Hitchcock is on a mission to improve the well-being of CPAs, help them reach their potential and create plans to stop burnout in the profession—while focusing on being more optimistic. This is more than looking at the world through rose-colored glasses; it’s having an optimistic, explanatory style that can make people more resilient—and more productive.

]]> Armed with a CPA license and a master’s degree in applied positive psychology, Wes Hitchcock is on a mission to improve the well-being of CPAs, help them reach their potential and create plans to stop burnout in the profession—while focusing on being more optimistic. This is more than looking at the world through rose-colored glasses; it’s having an optimistic, explanatory style that can make people more resilient—and more productive.

]]> CalCPA Buzzsprout-17270261 Mon, 02 Jun 2025 16:00:00 -0700 1803 34 full false Ep. 33 Find Your Power Skills Ep. 33 Find Your Power Skills Whether you’re a seasoned pro or your career is just taking off, AICPA Chair Carla McCall stresses the importance of finding the work that gives you meaning. In this episode, McCall, managing partner at AAF CPAs, shares her insights into leadership, employee engagement and her “human first” approach to company culture. 

]]> Whether you’re a seasoned pro or your career is just taking off, AICPA Chair Carla McCall stresses the importance of finding the work that gives you meaning. In this episode, McCall, managing partner at AAF CPAs, shares her insights into leadership, employee engagement and her “human first” approach to company culture. 

]]> CalCPA Buzzsprout-17136974 Mon, 12 May 2025 00:00:00 -0700 2501 full false Ep. 32: Paving the Road Less Traveled Ep. 32: Paving the Road Less Traveled The accounting profession is evolving at breakneck speed, and today’s CPAs need more than just technical know-how—they need innovation and creativity to stay ahead. Kendale King, founder of KCK CPA and the visionary behind CPACON, an interactive accounting conference set for Dec. 3, believes that by embracing boldness and curiosity, CPAs can not only keep up but open new pathways to survive and thrive. 

]]> The accounting profession is evolving at breakneck speed, and today’s CPAs need more than just technical know-how—they need innovation and creativity to stay ahead. Kendale King, founder of KCK CPA and the visionary behind CPACON, an interactive accounting conference set for Dec. 3, believes that by embracing boldness and curiosity, CPAs can not only keep up but open new pathways to survive and thrive. 

]]> CalCPA Buzzsprout-16033377 Mon, 04 Nov 2024 00:00:00 -0800 2613 full false Ep. 31: Out of the Comfort Zone Ep. 31: Out of the Comfort Zone We've all heard the saying, "If it ain’t broke, why fix it?" But in today's rapidly evolving business world, that mindset could hold you back. In this episode, speaker, author, consultant and CPA Gene Marks says clinging to that old adage could put your success, and even your survival, at risk as the CPA profession and the business landscape continue to shift at lightning speed. 

]]> We've all heard the saying, "If it ain’t broke, why fix it?" But in today's rapidly evolving business world, that mindset could hold you back. In this episode, speaker, author, consultant and CPA Gene Marks says clinging to that old adage could put your success, and even your survival, at risk as the CPA profession and the business landscape continue to shift at lightning speed. 

]]> CalCPA Buzzsprout-15864751 Mon, 07 Oct 2024 00:00:00 -0700 2460 31 full false Ep. 30: Take the Call Ep. 30: Take the Call Career paths are full of twists and turns, and your next big opportunity might be closer than you think—perhaps waiting in a phone call, a lunch invite or at a networking event. In this episode, Lorraine Lavet, a senior client partner at Korn Ferry, says take advantage of these opportunities because you never know how a simple connection could shape your future.

]]> Career paths are full of twists and turns, and your next big opportunity might be closer than you think—perhaps waiting in a phone call, a lunch invite or at a networking event. In this episode, Lorraine Lavet, a senior client partner at Korn Ferry, says take advantage of these opportunities because you never know how a simple connection could shape your future.

]]> CalCPA Buzzsprout-15709194 Mon, 09 Sep 2024 00:00:00 -0700 3062 full false Ep. 29: Who’s on Your Team? Ep. 29: Who’s on Your Team? We’ve all likely heard the cliché, “there’s no I in team.” And sure, it’s cheesy, yet as leadership and transformation coach Emily Liang explains in this episode, there’s great value in surrounding yourself with those who can help you take that next step in your career—be they mentors, coaches, advocates or a personal board of directors—and help you thrive and find joy.

]]> We’ve all likely heard the cliché, “there’s no I in team.” And sure, it’s cheesy, yet as leadership and transformation coach Emily Liang explains in this episode, there’s great value in surrounding yourself with those who can help you take that next step in your career—be they mentors, coaches, advocates or a personal board of directors—and help you thrive and find joy.

]]> CalCPA Buzzsprout-15559382 Mon, 12 Aug 2024 00:00:00 -0700 2233 1 29 full false Ep. 28: The Platinum Rule Ep. 28: The Platinum Rule Most everyone has heard of the Golden Rule—to treat others as you would like to be treated—and many think it’s a good management philosophy. Consultant Jeremy Wortman of HRD Initiatives, however, believes organizations can kick it up a notch to the Platinum Rule—treat people the way they want to be treated. Listen as he explains what that looks like and provides insight on how to best attract and retaining talent.

]]> Most everyone has heard of the Golden Rule—to treat others as you would like to be treated—and many think it’s a good management philosophy. Consultant Jeremy Wortman of HRD Initiatives, however, believes organizations can kick it up a notch to the Platinum Rule—treat people the way they want to be treated. Listen as he explains what that looks like and provides insight on how to best attract and retaining talent.

]]> CalCPA Buzzsprout-15337312 Mon, 01 Jul 2024 00:00:00 -0700 1773 full false Ep. 27: A Sweet Connection Ep. 27: A Sweet Connection Combining her business skills and interest with a passion for helping people succeed, Jessica McClain, CFO of the Girl Scouts Nation’s Capital,  operates in what she calls “the intersection of accounting and social impact.” Listen as she provides her insights into leadership, career development, promoting the accounting profession … and her favorite Girl Scout cookie.

]]> Combining her business skills and interest with a passion for helping people succeed, Jessica McClain, CFO of the Girl Scouts Nation’s Capital,  operates in what she calls “the intersection of accounting and social impact.” Listen as she provides her insights into leadership, career development, promoting the accounting profession … and her favorite Girl Scout cookie.

]]> CalCPA Buzzsprout-15212393 Mon, 10 Jun 2024 00:00:00 -0700 1743 27 full false Ep. 26: Do You Believe in Magic? Ep. 26: Do You Believe in Magic? What happens when you combine knowledge, passion—and a mindset that magic can be found everywhere? For Danetha Doe, founder of financial education company Money and Mimosas, it’s meant building a successful career as an entrepreneur and speaker while helping small businesses in more than 20 countries raise more than $160 million in capital.  

]]> What happens when you combine knowledge, passion—and a mindset that magic can be found everywhere? For Danetha Doe, founder of financial education company Money and Mimosas, it’s meant building a successful career as an entrepreneur and speaker while helping small businesses in more than 20 countries raise more than $160 million in capital.  

]]> CalCPA Buzzsprout-15020746 Mon, 06 May 2024 15:00:00 -0700 2156 full false Ep. 25: Money Talks Ep. 25: Money Talks Money makes the world go ’round, the saying goes. And for the younger generation that’s just learning about income, debt, credit scores, insurance and the like, it could make for a dizzying experience. Enter Tim Ranzetta, co-founder of Next Gen Personal Finance, a nonprofit that believes all high school students deserve a high quality, engaging and relevant personal finance education prior to graduation. Hear how his organization is doing that and is on a mission that by 2030, all U.S. high schoolers will take at least a one semester-long personal finance course before graduation. 

]]> Money makes the world go ’round, the saying goes. And for the younger generation that’s just learning about income, debt, credit scores, insurance and the like, it could make for a dizzying experience. Enter Tim Ranzetta, co-founder of Next Gen Personal Finance, a nonprofit that believes all high school students deserve a high quality, engaging and relevant personal finance education prior to graduation. Hear how his organization is doing that and is on a mission that by 2030, all U.S. high schoolers will take at least a one semester-long personal finance course before graduation. 

]]> CalCPA Buzzsprout-14781364 Mon, 01 Apr 2024 00:00:00 -0700 2175 1 25 full false Ep. 24: A Case for Curiosity Ep. 24: A Case for Curiosity The future. Uncertainty. Change. The words cause many people to shiver, yet what would happen if we shift our mindset a bit, look deeper into opportunities and see these words as a gateway to growth? Best-selling author, entrepreneur and consultant Pascal Finette explains how.

 

More resources:

Be Radical https://rdcl.is

Disrupt Disruption https://www.amazon.com/dp/B0BT6SPPR2?ref_=cm_sw_r_cp_ud_dp_G08RET326YSNDPE06T0K

]]> The future. Uncertainty. Change. The words cause many people to shiver, yet what would happen if we shift our mindset a bit, look deeper into opportunities and see these words as a gateway to growth? Best-selling author, entrepreneur and consultant Pascal Finette explains how.

 

More resources:

Be Radical https://rdcl.is

Disrupt Disruption https://www.amazon.com/dp/B0BT6SPPR2?ref_=cm_sw_r_cp_ud_dp_G08RET326YSNDPE06T0K

]]> CalCPA Buzzsprout-14433493 Mon, 05 Feb 2024 00:00:00 -0800 2435 full false Ep. 23: Changing the Status Quo Ep. 23: Changing the Status Quo Networking, investing and advocating for each other are just some of the avenues Julie Castro Abrams, managing partner at How Women Invest and CEO of How Women Lead, believes can help transform the way the world sees women leaders. 

]]> Networking, investing and advocating for each other are just some of the avenues Julie Castro Abrams, managing partner at How Women Invest and CEO of How Women Lead, believes can help transform the way the world sees women leaders. 

]]> CalCPA Buzzsprout-14268685 Mon, 08 Jan 2024 00:00:00 -0800 2106 full false Ep. 22: Beyond the Numbers Ep. 22: Beyond the Numbers Whether you're a seasoned CPA or a budding accountant aiming to make a mark in the profession, we go beyond the numbers with Katie Thomas, CPA and owner of Leaders Online, in this podcast with advice and tips to unlock and grow success through leadership and branding.

]]> Whether you're a seasoned CPA or a budding accountant aiming to make a mark in the profession, we go beyond the numbers with Katie Thomas, CPA and owner of Leaders Online, in this podcast with advice and tips to unlock and grow success through leadership and branding.

]]> CalCPA Buzzsprout-14060276 Mon, 04 Dec 2023 00:00:00 -0800 1649 1 22 full false Ep. 21: Mindset Matters Ep. 21: Mindset Matters We all know the importance and value of skills and knowledge when it comes to success, but even more important is mindset. In this episode, leadership trainer and coach George Griffin explains how the ability to believe in yourself, embrace challenges as opportunities and persist in the face of setbacks are keys to developing peak performance. And he should know. After failing out of college and being told he wasn’t college material, Griffin returned to school and earned multiple degrees, has managed more than $1 billion of real estate assets, is a best-selling author and is working with organizations to raise the bar on their leadership and organization culture. 

]]> We all know the importance and value of skills and knowledge when it comes to success, but even more important is mindset. In this episode, leadership trainer and coach George Griffin explains how the ability to believe in yourself, embrace challenges as opportunities and persist in the face of setbacks are keys to developing peak performance. And he should know. After failing out of college and being told he wasn’t college material, Griffin returned to school and earned multiple degrees, has managed more than $1 billion of real estate assets, is a best-selling author and is working with organizations to raise the bar on their leadership and organization culture. 

]]> CalCPA Buzzsprout-13920396 Mon, 06 Nov 2023 12:00:00 -0800 1814 1 21 full false Ep. 20: Fighting Fraud Ep. 20: Fighting Fraud The challenge with looking for fraudsters, says CPA, author, professor and filmmaker Kelly Richmond Pope, is that anyone can be one. You can even see what type of fraudster you’d be by taking Pope’s online quiz.

In this episode, Pope explains the key role CPAs play in detecting fraud, how the profession can better explain its “why” to attract the next generation and the responsibility leaders have of pouring into others.

Additional resources:

·      Fool Me Once: Scams, Stories, and Secrets from the Trillion-Dollar Fraud Industry: A look at the perpetrators, victims and whistleblowers behind financial crimes.

·      All the Queen’s Horses: The story of Rita Crundwell, the perpetrator of the largest case of municipal fraud in American history.

·      TEDTalk: How Whistle-blowers Shape Industry: Lessons from some of the most high-profile whistle-blowers of the past, explaining how they've shared information that has shaped society—and why they need our trust and protection.

·      CalCPA Forensic Services Section 

]]> The challenge with looking for fraudsters, says CPA, author, professor and filmmaker Kelly Richmond Pope, is that anyone can be one. You can even see what type of fraudster you’d be by taking Pope’s online quiz.

In this episode, Pope explains the key role CPAs play in detecting fraud, how the profession can better explain its “why” to attract the next generation and the responsibility leaders have of pouring into others.

Additional resources:

·      Fool Me Once: Scams, Stories, and Secrets from the Trillion-Dollar Fraud Industry: A look at the perpetrators, victims and whistleblowers behind financial crimes.

·      All the Queen’s Horses: The story of Rita Crundwell, the perpetrator of the largest case of municipal fraud in American history.

·      TEDTalk: How Whistle-blowers Shape Industry: Lessons from some of the most high-profile whistle-blowers of the past, explaining how they've shared information that has shaped society—and why they need our trust and protection.

·      CalCPA Forensic Services Section 

]]> CalCPA Buzzsprout-13688683 Mon, 02 Oct 2023 00:00:00 -0700 2398 full false Ep. 19: Unscripted Agility Ep. 19: Unscripted Agility On the surface, there doesn’t seem to be much of a connection between improvisation and the business world. Yet aspects of improv like collaboration, being unscripted and learning to be tolerant, even comfortable, around ambiguity can easily be laid upon our daily lives. Colleen Murray Peyton,  founder of Overjoy Creative and improv performer, dives deeper into her work facilitating workshops for corporations on leadership development, corporate culture and communication—and explains how laughter and lightness can help make the hard things manageable.

]]> On the surface, there doesn’t seem to be much of a connection between improvisation and the business world. Yet aspects of improv like collaboration, being unscripted and learning to be tolerant, even comfortable, around ambiguity can easily be laid upon our daily lives. Colleen Murray Peyton,  founder of Overjoy Creative and improv performer, dives deeper into her work facilitating workshops for corporations on leadership development, corporate culture and communication—and explains how laughter and lightness can help make the hard things manageable.

]]> CalCPA Buzzsprout-13556276 Mon, 11 Sep 2023 00:00:00 -0700 2514 full false Ep. 18: Thriving as a Profession Ep. 18: Thriving as a Profession In this wide-ranging interview, CalCPA member Okorie Ramsey, vice president of Sarbanes/Oxley for Kaiser Foundation Health Plan, Inc. and Kaiser Foundation Hospitals, discusses his role as chair of the AICPA and the Association of International Certified Professional Accountants, and brings his insights from public accounting, industry and nonprofit accounting, as well as adjunct educator, on trending topics in the accounting profession, including diversity, equity and inclusion, innovation and recruitment and retention.

 

Additional resources:

 

]]> In this wide-ranging interview, CalCPA member Okorie Ramsey, vice president of Sarbanes/Oxley for Kaiser Foundation Health Plan, Inc. and Kaiser Foundation Hospitals, discusses his role as chair of the AICPA and the Association of International Certified Professional Accountants, and brings his insights from public accounting, industry and nonprofit accounting, as well as adjunct educator, on trending topics in the accounting profession, including diversity, equity and inclusion, innovation and recruitment and retention.

 

Additional resources:

 

]]> CalCPA Buzzsprout-13360585 Mon, 07 Aug 2023 00:00:00 -0700 2454 full false Ep. 17: Cultivating Focus and Productivity Ep. 17: Cultivating Focus and Productivity With all the beeps, pings and other notifications—not to mention meetings—battling for our attention, it’s challenging to stay focused and productive. But with the use of the right tools, knowing the difference between interruptions and disruptions, and other tips, productivity expert Sarah Tetlow, founder and CEO of Firm Focus, explains how you can stay organized, focused and accomplish what needs to be done. 

]]> With all the beeps, pings and other notifications—not to mention meetings—battling for our attention, it’s challenging to stay focused and productive. But with the use of the right tools, knowing the difference between interruptions and disruptions, and other tips, productivity expert Sarah Tetlow, founder and CEO of Firm Focus, explains how you can stay organized, focused and accomplish what needs to be done. 

]]> CalCPA Buzzsprout-13139761 Mon, 03 Jul 2023 00:00:00 -0700 2025 full false Ep. 16: The Value You Add Ep. 16: The Value You Add As technology advancements like ChatGPT and business imperatives like ESG gain footing, there are lots of opportunities for the CPA profession to step in and add value to their clients or companies in terms of strategy and story. Listen as Todd Rahn, Senior Managing Director at FTI Consulting, explains more. 

]]> As technology advancements like ChatGPT and business imperatives like ESG gain footing, there are lots of opportunities for the CPA profession to step in and add value to their clients or companies in terms of strategy and story. Listen as Todd Rahn, Senior Managing Director at FTI Consulting, explains more. 

]]> CalCPA Buzzsprout-12978675 Mon, 05 Jun 2023 00:00:00 -0700 1968 1 15 full false Ep. 15: Innovation Insights Ep. 15: Innovation Insights Innovation may sound daunting to most people, but Simone Ahuja, CEO of Blood Orange, an innovation and strategy consulting group, explains how innovation is not always about bright, shiny objects. It’s about adding value in new ways and is connected to the things we do every day. 

]]> Innovation may sound daunting to most people, but Simone Ahuja, CEO of Blood Orange, an innovation and strategy consulting group, explains how innovation is not always about bright, shiny objects. It’s about adding value in new ways and is connected to the things we do every day. 

]]> CalCPA Buzzsprout-12713610 Mon, 01 May 2023 00:00:00 -0700 2081 1 15 full false Ep. 14: The High Calling of a CPA Ep. 14: The High Calling of a CPA Beyond the debits, credits and tasks CPAs perform, there’s a calling to protect the public—a purpose and a meaning that people can rally around and aspire to make an impact. Listen as Christina Ho, CPA and board member of the Public Company Accounting Oversight Board, discusses the value of accounting, how CPAs are context experts and the importance of lifelong learning.

]]> Beyond the debits, credits and tasks CPAs perform, there’s a calling to protect the public—a purpose and a meaning that people can rally around and aspire to make an impact. Listen as Christina Ho, CPA and board member of the Public Company Accounting Oversight Board, discusses the value of accounting, how CPAs are context experts and the importance of lifelong learning.

]]> CalCPA Buzzsprout-12572189 Sun, 02 Apr 2023 15:00:00 -0700 2104 full false Ep. 13: Community of One Ep. 13: Community of One With the face of the workplace changing—literally and figuratively—how can leaders and organizations ensure everyone is engaged and pulling in the same direction? Listen as Sarah Sladek, CEO and chief strategist of XYZ University, offers insights and strategies about talent recruitment and retention, leadership development and what each generation can learn from each other.

]]> With the face of the workplace changing—literally and figuratively—how can leaders and organizations ensure everyone is engaged and pulling in the same direction? Listen as Sarah Sladek, CEO and chief strategist of XYZ University, offers insights and strategies about talent recruitment and retention, leadership development and what each generation can learn from each other.

]]> CalCPA Buzzsprout-12355713 Mon, 06 Mar 2023 00:00:00 -0800 1897 1 13 full false Ep. 12: Finding Financial Freedom Ep. 12: Finding Financial Freedom Having a firm grasp on your finances and knowing where your money is coming from—and where it’s going—can be challenging and sometimes scary. In this episode of Rise and Stride, Larry Pon, CPA and chair of the CalCPA Financial Literacy Committee, outlines some strategies to help build a solid financial foundation.

Resources:

CalCPA Financial Literacy https://www.calcpa.org/public-resources/financial-literacy

Guidestar  https://www.guidestar.org

 

]]> Having a firm grasp on your finances and knowing where your money is coming from—and where it’s going—can be challenging and sometimes scary. In this episode of Rise and Stride, Larry Pon, CPA and chair of the CalCPA Financial Literacy Committee, outlines some strategies to help build a solid financial foundation.

Resources:

CalCPA Financial Literacy https://www.calcpa.org/public-resources/financial-literacy

Guidestar  https://www.guidestar.org

 

]]> CalCPA Buzzsprout-12255892 Tue, 21 Feb 2023 00:00:00 -0800 1632 full false Ep. 11: Mindset of Learning Ep. 11: Mindset of Learning There are a lot of characteristics that go into being a good leader that go beyond knowledge and expertise, including things like empathy, taking the questions and giving before you get. Listen as Michelle Russo, chief communications officer for the U.S. Chamber of Commerce, discusses strategies organizations can take to keep their workforce informed and engaged. 

]]> There are a lot of characteristics that go into being a good leader that go beyond knowledge and expertise, including things like empathy, taking the questions and giving before you get. Listen as Michelle Russo, chief communications officer for the U.S. Chamber of Commerce, discusses strategies organizations can take to keep their workforce informed and engaged. 

]]> CalCPA Buzzsprout-12171001 Mon, 06 Feb 2023 07:00:00 -0800 1815 1 11 full false Ep. 10: Dialing in on Digital Assets Ep. 10: Dialing in on Digital Assets From blockchain to cryptocurrency, the digital economy is here to stay. Listen as Gabriella Kusz, CEO of the Global Digital Asset and Cryptocurrency Association, discusses what this means for the financial sector—and how CPAs can best prepare. 


Resources discussed: Bitcoin: A Peer-to-Peer Electronic Cash System (Satoshi Nakamoto) 

Management and Disclosure of Climate-Related Financial Impacts for State-Owned Enterprises: Toolkit for Shareholders and Regulators (World Bank) 

Climate-Related Financial Disclosures: Thematic Module in the Integrated State-Owned Enterprises Framework (World Bank)

]]> From blockchain to cryptocurrency, the digital economy is here to stay. Listen as Gabriella Kusz, CEO of the Global Digital Asset and Cryptocurrency Association, discusses what this means for the financial sector—and how CPAs can best prepare. 


Resources discussed: Bitcoin: A Peer-to-Peer Electronic Cash System (Satoshi Nakamoto) 

Management and Disclosure of Climate-Related Financial Impacts for State-Owned Enterprises: Toolkit for Shareholders and Regulators (World Bank) 

Climate-Related Financial Disclosures: Thematic Module in the Integrated State-Owned Enterprises Framework (World Bank)

]]> CalCPA Buzzsprout-12098626 Mon, 23 Jan 2023 00:00:00 -0800 1923 full false Ep. 9: Embracing the Change Ep. 9: Embracing the Change From data science to blockchain to robotic process automation, the accounting profession is taking on a different look. In this episode, Mike Wetklow, Deputy CFO and Division Director for Financial Management at the National Science Foundation, https://www.nsf.gov, talks about the importance of lifelong learning, how CPAs fit into the data picture and the importance of including accounting among STEM fields.

]]> From data science to blockchain to robotic process automation, the accounting profession is taking on a different look. In this episode, Mike Wetklow, Deputy CFO and Division Director for Financial Management at the National Science Foundation, https://www.nsf.gov, talks about the importance of lifelong learning, how CPAs fit into the data picture and the importance of including accounting among STEM fields.

]]> CalCPA Buzzsprout-11995111 Mon, 09 Jan 2023 07:00:00 -0800 1962 1 9 full false Ep. 8: Keeping the Supply Chain Connected Ep. 8: Keeping the Supply Chain Connected From manufacturers needing parts to individuals looking to stock their pantries, everyone has experienced supply chain issues. So what’s changing to make sure disruptions are kept at a minimum and where do CPAs fit into the strategy? Listen as Tom Derry, CEO of the Institute of Supply Management (https://www.ismworld.org) explains.

]]> From manufacturers needing parts to individuals looking to stock their pantries, everyone has experienced supply chain issues. So what’s changing to make sure disruptions are kept at a minimum and where do CPAs fit into the strategy? Listen as Tom Derry, CEO of the Institute of Supply Management (https://www.ismworld.org) explains.

]]> Buzzsprout-11845746 Mon, 12 Dec 2022 09:00:00 -0800 2175 8 full false Ep. 7: Take a Look Around Ep. 7: Take a Look Around AI, Big Data, XBRL … the profession is moving fast. If you don't stop and look around once in a while, you could miss it. Mike Willis of the U.S. SEC discusses changes occurring—and coming—to the profession, and how curiosity can help you succeed.

]]> AI, Big Data, XBRL … the profession is moving fast. If you don't stop and look around once in a while, you could miss it. Mike Willis of the U.S. SEC discusses changes occurring—and coming—to the profession, and how curiosity can help you succeed.

]]> CalCPA Buzzsprout-11636852 Mon, 07 Nov 2022 00:00:00 -0800 1854 full false Ep. 6: The Long Game Ep. 6: The Long Game It’s easy to get caught up in the here and now when it comes to investing, but CalPERS Managing Director James Andrus stresses it’s a long game you want to play—whether as an institution or an individual.

]]> It’s easy to get caught up in the here and now when it comes to investing, but CalPERS Managing Director James Andrus stresses it’s a long game you want to play—whether as an institution or an individual.

]]> CalCPA Buzzsprout-11402226 Mon, 03 Oct 2022 00:00:00 -0700 1802 full false Ep. 5: A Look at California’s Business Environment Ep. 5: A Look at California’s Business Environment One thing is always constant when it comes to California’s business environment—change. CalChamber CEO Jennifer Barrera discusses what’s top of mind for business, as well as what issues business should be on the watch for.

]]> One thing is always constant when it comes to California’s business environment—change. CalChamber CEO Jennifer Barrera discusses what’s top of mind for business, as well as what issues business should be on the watch for.

]]> CalCPA Buzzsprout-11345296 Mon, 19 Sep 2022 08:00:00 -0700 1784 CalChamber, business, California, CPA, Jennifer Barrera, CalCPA 1 5 full false Ep. 4: The Future Is Here, Flying to Your Door Ep. 4: The Future Is Here, Flying to Your Door CalCPA member, attorney and award winner Shannon Nash, CPA—CFO of the on-demand, drone delivery service Wing—shares her experience on bringing Google’s Alphabet technology from the skies to your doorstep; what she’s learned from her relationship with the multi-talented Debbie Allen; insights and work on diversity, equity and inclusion; the story of her work as a documentary filmmaker. 

]]> CalCPA member, attorney and award winner Shannon Nash, CPA—CFO of the on-demand, drone delivery service Wing—shares her experience on bringing Google’s Alphabet technology from the skies to your doorstep; what she’s learned from her relationship with the multi-talented Debbie Allen; insights and work on diversity, equity and inclusion; the story of her work as a documentary filmmaker. 

]]> CalCPA Buzzsprout-11089352 Mon, 08 Aug 2022 00:00:00 -0700 2054 full false Ep. 3: CPA Profession Hot Topics Ep. 3: CPA Profession Hot Topics Michael Savoy, CalCPA member and president of the California Board of Accountancy, shares his thoughts on licensure pathways to the evolving CPA profession to how he remains a San Francisco Giants fan living in LA.

]]> Michael Savoy, CalCPA member and president of the California Board of Accountancy, shares his thoughts on licensure pathways to the evolving CPA profession to how he remains a San Francisco Giants fan living in LA.

]]> CalCPA Buzzsprout-10967891 Fri, 15 Jul 2022 09:00:00 -0700 1615 1 3 full false Ep. 2: Diversity, Equity & Inclusion and the CPA Profession Ep. 2: Diversity, Equity & Inclusion and the CPA Profession NABA CEO Guylaine Saint Juste says the time is now to have fierce conversations about this important topic—and that means people have to be OK with hearing something they’ve not heard before.

]]> NABA CEO Guylaine Saint Juste says the time is now to have fierce conversations about this important topic—and that means people have to be OK with hearing something they’ve not heard before.

]]> CalCPA Buzzsprout-10783888 Mon, 13 Jun 2022 06:00:00 -0700 2107 full false Ep. 1 Welcome to Rise and Stride! Ep. 1 Welcome to Rise and Stride! CalCPA Buzzsprout-10633790 Tue, 17 May 2022 09:00:00 -0700 86 1 full false