The Young CPA Success Show

Kai Gray, an accountant specializing in advising on ESG initiatives, discusses the importance of education in the ESG space, the role of accountants in reporting and advising on ESG initiatives, and the influence of consumers, investors, and employees in shaping corporate behavior.

Coach Bob Shenefelt discusses unleashing visionary potential, defining vision, and creating a meaningful life. Topics include visualizing goals, transitioning to a visionary entrepreneur, building a people-first work environment, empowering teams, and importance of family and connection.

"Home Alone is a family movie, and nothing is more important during Christmas than your family." – Jamie NauEpisode 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: youngcpasuccessshow@anderscpa.comWe’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunitiesFacebook - https://www.facebook.com/vcfobyandersTwitter - https://twitter.com/vcfobyandersTikTok - https://www.tiktok.com/@vcfobyandersInstagram- https://www.instagram.com/vcfobyanders/LinkedIn - https://www.linkedin.com/company/1258494/admin/YouTube - https://www.youtube.com/@vcfobyanders

"The choice to change your story always happens inside your own heart and inside your own mind." -Jeff Bartsch The finer details of this episode:Identity and its relevance to young accounting professionalsImposter syndrome and its impact on shaping identity in the accounting industryThe power of mindset in shaping identity and career trajectoryThe importance of storytelling and narrative in communication and personal growth 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: youngcpasuccessshow@anderscpa.comWe’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunitiesJeff Bartsch is a visionary storyteller and thought leadership coach at Story Greenlight. With over 20 years of experience in the entertainment industry and online business, Jeff has helped shape content for clients including ABC, NBC, Disney, Apple, Netflix, and many others. Jeff’s commentary has been featured in major publications including Time Magazine, USA Today, and the Associated Press. Through Story Greenlight, Jeff empowers business experts and advisors to show up confidently and memorably as industry thought leaders, so they can create the human connections to expand their business and their impact in the world. He believes that the power of story is within reach of everyone, and that human connection is everything. To reach Jeff, visit https://www.storygreenlight.com/youngcpa/ 

Kristen Keats, a firm owner changing the focus of accounting, discusses finding joy in the profession, management's role in employee satisfaction, exploring different career paths, and providing growth opportunities within a firm.

“There are more career paths today than ever before in the industry.” -Dave Hartley  The finer details of this episode:Shift in the accounting profession toward adding value Positive changes in the industry, such as an employee-focused approach Opportunities and resources available to young professionals Changing perceptions about the profession  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: youngcpasuccessshow@anderscpa.comWe’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunitieshttps://www.linkedin.com/in/davehartley/Check out Dave’s podcast! https://anderscpa.com/podcasts/

“Frame your mind to think that you don't need to do everything and achieve everything to be viewed as competent; high performance has been the anchor or the cornerstone for everything that we do professionally. But what does viewing it differently like? ‘How am I impacting others? How do I use this opportunity for something good?’ That’s a growth mindset.” - Victor Ojeleye The finer details of this episode:Importance of mentorship and personal growth in the early years of a careerImportance of feedback and finding the right fit in mentor-mentee relationshipsFocusing on a few growth opportunities at a time and shifting to a growth mindsetImportance of focusing on the process rather than just the end result  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 – youngcpasuccessshow@anderscpa.comWe’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunitieshttps://www.linkedin.com/in/victor-ojeleye-9018a930/https://www.cargill.com/

“We have this wonderful profession, but we don’t teach anyone the history of it.” – Blake Oliver The finer details of this episode:Frustration with outdated curriculum and lack of technology integration in accounting educationDiscussion on the role of the CPA exam and its requirementsNext generation of accountants and their entrepreneurial mindset, such as their need for meaningful work and shift toward being advisors  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 – youngcpasuccessshow@anderscpa.comWe’re hiring! Check out our open positions – https://www.summitcpa.net/career-opportunitieshttps://earmarkcpe.com/https://www.linkedin.com/in/blaketoliver/

“It’s important to understand that every single person around you is experiencing the world in a very different and unique way.” - Josh MillerThe finer details of this episode:Discussion on the importance of psychological safety in the corporate worldNavigating hard conversations in a healthy and productive wayOvercoming imposter syndrome and claiming one's authorityImportance of being seen, heard, and understood in the workplaceEpisode 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 – youngcpasuccessshow@anderscpa.comWe’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunitieshttps://empathyparadigm.com/Josh Miller, MCPC | LinkedIn

The finer details of this episode:Importance of positive client interactions and finding data points that resonateChallenges of recruiting new accountants and the growing gap in the industry Unique aspects of working as a tax CPA and the unique structure of Summit’s tax department 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: youngcpasuccessshow@anderscpa.comWe’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunitiesConnect with Dave: https://www.linkedin.com/in/daviddanic/