Rise and Stride

CalCPA
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Oct 7, 2024 • 41min

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. 
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Sep 9, 2024 • 51min

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.
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Aug 12, 2024 • 37min

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.
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Jul 1, 2024 • 30min

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.
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Jun 10, 2024 • 29min

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.
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May 6, 2024 • 36min

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.  
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Apr 1, 2024 • 36min

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. 
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Feb 5, 2024 • 41min

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.isDisrupt Disruption https://www.amazon.com/dp/B0BT6SPPR2?ref_=cm_sw_r_cp_ud_dp_G08RET326YSNDPE06T0K
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Jan 8, 2024 • 35min

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. 
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Dec 4, 2023 • 27min

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.

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