2024 Year in Review
12/30/24 • 37 min
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.
Christma...
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.
Christma...
Previous Episode
Essential Mindset and Empathy Skills for Young Accountants with Chris Papin
“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)
Next Episode
Bridging the Generational Gap: Transforming Leadership for a New Era with Madeline Miller
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 ...
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