The State of Business with the Ohio Society of CPAs

A CPA's perspective on taking career risks

We're speaking with Jacob Schroeder, CPA, cofounder of Hydda Living and founder of Ascend Consulting, LLC about the role risk plays in our personal and professional lives. We discussed what it’s like to evaluate risk as a CPA, his perspective on risk as an entrepreneur and how to implement a system to determine whether a risk is worth it. 

What to expect working with farming and agriculture clients

In this episode we spoke with Paul Neiffer, CPA, a principal with CliftonLarsonAllen in Washington. He specializes in income taxation, accounting services, and succession planning for farmers and agribusiness processors and he’s a regular speaker at national conferences and contributor at agweb.com, a site that delivers business information on American agriculture. He also has a podcast called The Farm CPA. 

We discussed Neiffer's passion for agriculture, how farming has evolved over recent years, common misperceptions about farming, what's on the mind of farmers for the rest of 2021 and more. 

What to expect when serving on a board of directors

We're speaking with Barb Smoot, president and CEO of the Women for Economic and Leadership Development. We discussed the process of serving on a board of directors, and you can hear more from her at the July 22, Women, Wealth and Wellness virtual event on the same topic. Go to ohiocpa.com/rise to register.

We covered what you should be thinking of first when serving on a board, how to get the most out of your experience, what qualities you’ll need to be successful during your board service and much more. 

How to develop an effective succession planning strategy

In this episode we're speaking with Gene Marks, columnist who has written for publications such as The New York Times, The Washington Post, The Hill, Forbes, Inc. Magazine, Entrepreneur Magazine and Fox Business. Gene has written five books on business management, and is also the host of a weekly podcast called "Small Biz Ahead" with The Hartford, available at sba.thehartford.com

We discussed how to develop a strategy for succession planning, the mistakes businesses make, how the pandemic impacted succession planning and much more. 

DEI and mental health

On this week’s episode we’re sharing portions of an interview with Margaret Finley, CPEC, CDP, OSCPA’s diversity, equity & inclusion strategist. Margaret reflects on the George Floyd killing one year later and discusses the impact that it, the pandemic and other events of the past year have had on mental health.

How to build a successful advisory practice

In this episode we're speaking with Amy Vetter, CPA, about advisory services. Amy is the CEO of The B3 Method Institute, speaker, author and member of the Ohio Society of CPAs executive board. We discussed how firms go about becoming more involved in advisory services, the growth opportunities in the space, how to be strategic and much more.

Hear more from Amy at these upcoming learning opportunities: 

• Sept 21: Advisory Services Virtual Conference https://my.ohiocpa.com/topclass/topclass.do?expand-GotoOffering-aptifyid=56457

  November 7: CAS Workshop: Building & Scaling a CAS Practice https://my.ohiocpa.com/topclass/topclass.do?expand-ConferenceEnrollment-mode=3-offering_id=14044254-viaTC=1

  November 30: CAS Workshop: Building & Scaling a CAS Practice https://my.ohiocpa.com/topclass/topclass.do?expand-ConferenceEnrollment-mode=3-offering_id=14044211-viaTC=1

  Octover 28 – December 14: The Client Advisory Services Practice Roadmap: The Cherished Advisor® Step-by-Step Program https://my.ohiocpa.com/topclass/topclass.do?expand-GotoOffering-aptifyid=56346

How to simplify your life to better pursue your goals

In this episode we're speaking with Rose Lounsbury, speaker, author and simplicity coach. Before everyone was Marie Kondo-ing their closets, Rose said she started her decluttering journey of simplicity to bring more mental clarity and calm to her life and has never looked back. Rose will present on this topic at our July 22^nd Women, Wealth and Wellness Virtual Conference, and you can go to ohiocpa.com/rise and check out the conference agenda.

We discuss the benefits of simplifying, how to start, how to get others involved and much more.

To retain and grow your team, grow your leaders

In this episode we spoke with Rita Keller, an advisor, speaker, and blogger who works with CPA firms on practice management. Rita writes regularly for her blog, Solutions for CPA Firm Leaders, and has been repeatedly named to the Top 100 Most Influential People In Accounting by Accounting Today and as one of Most Powerful Women in Accounting by CPA Practice Advisor. We cover identifying your team’s strengths, supporting a remote team and the difference great communication can make long-term.

How to succeed in a post-COVID environment

In this episode we're speaking with John Cavalier, partner of management consulting at Cohen & Company. John recently wrote a blog post on the Cohen website titled “3 Critical Lessons to Incorporate into Your Business in a Post-COVID World” and we discussed on how agility impacts businesses, the mindset organizations should have as they consider their post-Covid moves, what it means to be a purpose-led organization and much more. 

Strategies for negotiating your next promotion

In this episode we spoke with, Kim Radison Founder of KKR Consult, LLC, on how to prepare for a promotion negotiation, where people make mistakes, how often to ask for a promotion and much more. Kim will present on this topic at the July 22^nd  Women, Wealth and Wellness Virtual Conference, and you can find out more at ohiocpa.com/rise.