Codified Wisdom

What if a single "hello" could change the course of a child's life forever? In Part 2 of an engaging conversation, Eric Eager dives into the untold, behind-the-scenes stories of innovation and perseverance with robotics pioneer Richard Guest. Discover how a nonverbal 14-year-old said "hi" to his parents for the very first time, and a five-year-old with behavioral challenges learned to read within...

What if a 13-year-old could beat Silicon Valley to AI and robotics—with nothing but duct tape and determination? In this episode, host Eric Eager sits down with Richard Guest, an entrepreneur and innovator whose journey from making duct tape wallets to pioneering AI-powered robotics in special education will change how you think about technology, learning, and leadership. Discover how early parent...

In Part 2 of Eric Eager's conversation with Geni Whitehouse—CPA, author, advisor, speaker, and president of the ITA Alliance—Geni shares her unconventional career journey from accounting and tech to becoming a wine country advisory expert. Eric Eager and Geni Whitehouse discuss key lessons from stand-up comedy and coaching, the importance of making accounting conversational, and why deep clien...

What if reaching the pinnacle of your career left you feeling more trapped than triumphant? In this two-part episode, Geni Whitehouse shares her astonishing journey from updating tax books for spare change as a kid to finally achieving partnership at a CPA firm—only to quit the very next morning. Discover how a series of setbacks, harsh evaluations, and unexpected career pivots led her to find pro...

What if everything you know about building a successful accounting firm—and the way you've always done things—is about to be rendered obsolete? In this episode of Codified Wisdom, Sandra Wiley joins Eric Eager to break down why the accounting profession is already in the eye of a perfect storm of change. This episode isn’t just about surviving disruption, but thriving in it: Sandra Wiley’s jou...

What if the secret to future-proofing your career isn’t about keeping up with technology—but knowing yourself better? In this episode, Eric Eager sits down with Matt West, partner at the innovative wealth advisory firm Creative Planning, to uncover how intuition, resilience, and leaning into life’s signals can set you apart in an AI-driven era. You’ll hear Matt West’s candid journey: from growing...

What if AI isn’t coming for your job—but is about to supercharge your career in ways you never expected? In this game-changing episode, Eric Eager and Patricia Asp flip the script on the doomsday narrative around AI and automation. Instead of fearing a tidal wave of job losses, they reveal how AI frees us from mundane tasks and unlocks previously untapped talent within organizations. You’ll learn...

What if the future of accounting isn't about crunching numbers, but about unleashing untapped human potential? In this episode of Codified Wisdom, host Eric Eager sits down with Donny Shimamoto, founder of the Center for Accounting Transformation and one of the accounting profession’s most influential voices, to explore how technology—particularly AI and automation—isn't replacing accounta...

What if the one piece of career advice you were taught could be the very thing holding you back? In this eye-opening episode of Codified Wisdom, global accounting thought leader Martin Bissett joins Eric Eager for a candid conversation about why the approach that makes accounting firms comfortable could also make them obsolete. From breaking into the traditional world of accounting without a degre...

What if the CEO of a successful global leadership network once struggled to even hold a conversation—let alone speak on stage? In this episode of Codified Wisdom, host Eric Eager sits down with Linda Fisk, CEO and co-founder of LeadHership Global, to uncover her extraordinary journey from being an outcast and a stutterer to inspiring leaders worldwide. Tune in as Linda Fisk shares how her turbulen...

What if the next big wave in accounting doesn’t just change how we work—it literally changes who does the work? In this episode of Codified Wisdom, Eric Eager sits down with powerhouse financial strategist Kacee Johnson, whose journey spans from tech startups to top thought leadership in the accounting profession. Kacee reveals how AI and emerging technology are shifting the landscape, offering no...

What if the most trusted profession in business is about to face its greatest transformation yet—and the key to survival isn’t more compliance, but a shift to advisory? Eric Eager sits down with Dan McMahon, CPA, CMAA, and founding managing partner of Integrated Growth Advisors. The conversation unpacks Dan McMahon’s candid journey: from a distracted high school student to a leader on the cutting...

What if being dubbed “the worst accountant ever” was actually the launchpad for industry-shaping success? In this can't-miss episode of Codified Wisdom, host Eric Eager sits down with Allan Koltin, one of the most influential—yet unlikely—voices in the accounting profession. Allan shares his roller-coaster journey from repeatedly failing accounting classes and getting fired from his first acco...

What if the secret to world peace is as simple as letting teenagers write songs together? In this eye-opening episode of Codified Wisdom, host Eric Eager sits down with global keynote speaker, author, and cultural diplomat Ravi Hutheesing—a man whose life journey spans from rock stages with Hanson to diplomatic missions in Iraq, Russia, and Indonesia. Ravi’s story is anything but ordinary: from hi...

What if the secret to future-proofing your accounting career isn’t just about learning new software—but completely rethinking your relationship with technology and your clients? In this eye-opening episode of Codified Wisdom, Eric Eager sits down with Randy Johnston, one of the accounting technology world’s true pioneers—someone who’s been writing code since before the internet even existed. Randy...

What if everything you thought you knew about the accounting profession was about to be turned upside down? In this episode of Codified Wisdom, host Eric Eager sits down with Aaron Harris, Global CTO at Sage and pioneering CTO of Intacct, for a jaw-dropping journey into the seismic innovations transforming accounting, AI, and the very nature of advisory work. Aaron reveals shocking truths from his...

What if the key to entrepreneurial success isn’t just about the numbers—but what you do with them next? In this eye-opening episode of Codified Wisdom, host Eric Eager sits down with Dixie McCurley, partner at Cherry Bekaert and a true trailblazer in digital transformation for accounting and finance. Dixie shares her unique journey from math-loving daughter of a Vietnam War pilot to pioneering lea...

What if the first two years of starting your business brought more crises than most entrepreneurs face in a lifetime—and you still managed not just to survive, but to build a purpose-driven legacy? In this episode of Codified Wisdom, host Eric Eager sits down with Gregory Gordon (founder and CEO of Gordon Highlander) and Dougan Sherwood (innovation ecosystem builder and co-founder of the Cambridge...

What if the real secret to business success isn’t about being the smartest in the room—but about asking the right questions and being brave enough to say, “I don’t know”? In this unmissable episode of Codified Wisdom, host Eric Eager sits down with world-renowned human behaviorist and serial entrepreneur Amilya Antonetti, whose leadership has driven over $2 billion in business growth and impacted...

What if the biggest obstacle to your success wasn’t a competitor or the pace of technological change—but your own thinking? In this episode of Codified Wisdom, host Eric Eager sits down with John J. Fenton, former Managing Partner at BDO, author, “CEO Sensei,” and black belt in Tai Chi, for a conversation packed with eye-opening leadership insights, extraordinary career pivots, and actionable take...

What if the next billion-dollar accounting firm only needed two employees? In this episode of Codified Wisdom, host Eric Eager welcomes L. Gary Boomer—legend in the accounting profession, founder of Boomer Consulting, Inc., and a relentless advocate for exponential transformation. Together, they pull back the curtain on how accounting firms are standing at the edge of an “Intelligence Revolution”—...

What if your company’s legacy—its purpose, values, and “secret sauce”—could be lost in just one merger, one leadership change… or one day of rapid growth? On this episode of Codified Wisdom, Eric Eager sits down with transformation strategist and seasoned executive Patricia Asp to uncover how organizations can hardwire their values and culture before they vanish in the chaos of change. Patricia sh...

What would make a Big Four partner walk away from the safety of a world-class firm to take a leap into uncharted territory—and end up steering one of the largest growth stories in accounting? On this episode of Codified Wisdom, host Eric Eager sits down with Michael Breit, Chairman and CEO of Eisner Advisory Partner, for an unfiltered, wisdom-packed conversation that reveals the real story behind...

What if the single biggest leap every young CPA makes—becoming a true trusted advisor—could happen years faster? This episode reveals exactly how. On this episode of Codified Wisdom , host Eric Eager sits down with the legendary Barry Melancon, who served as president and CEO of the AICPA for three transformative decades. Barry pulls back the curtain on his remarkable journey—growing up in rural L...

🚀 Excited to announce the launch of Codified Wisdom —a brand new podcast for business leaders, entrepreneurs, and CEOs who want to make smarter decisions, avoid common pitfalls, and scale with clarity. Hosted by Eric Eager, founder & CEO of For Impact Data, this show goes beyond trends to offer practical insights, real-world stories, and proven frameworks from leaders who’ve been in the trenc...