Off the Ledger

This month, MICPA Government Relations Director LasShawn Thomas joins Joe in a discussion on "regulating success" in the accounting profession. Explore legislative updates, licensure nuances and the importance of educating lawmakers, all with a dash of CPA-themed humor. 

This month, Joe discusses the significance of volunteering for CPAs with Jamie Lopiccolo, CPA, CGMA, founder of Capocore Professional Advisors. Jamie shares his path from the Small Practitioners Task Force to Chair of the Board of Directors for MICPA, highlighting the valuable skills CPAs offer in governance and the rewards of volunteering, such as professional development and networking opportuni...

This month, Joe explores the CPA shortage crisis with special guest Michelle Watterworth, CPA and partner at Plante Moran. Together, they explore the collaborative efforts of the AICPA and the National Association of State Auditors, Controllers, and Treasurers (NASACT). Michelle offers insights into strategies for attracting and retaining CPAs, and provides a sneak peek into an upcoming co-branded...

Explore the world of entrepreneurship with Paul Glantz, CPA, MST, chairman, and co-founder of Emagine Entertainment, Inc. Join the conversation as Paul shares his remarkable journey into the entertainment space and the invaluable role his CPA background has played in navigating challenges and seizing opportunities.

Get ready for an exclusive year-end conversation tailored just for our MICPA members! Special guest Bob Doyle, MICPA president and CEO, reflects on the defining moments of 2023. From unique member experiences to bolstering the future of accounting, this episode offers an insider's perspective on what shapes our MICPA community, setting the stage for an exciting new year.

This month, our host Joe Colosi is joined by Leon LaBrecque, JD, CPA, CFP®, CFA, consultant, problem solver, thinker, and speaker with Sequoia Financial Group, Troy, to discuss creating a strategic toolbox for nonprofits, covering team alignment, efficient processes, and strategy implementation.

This month's guest Mark Cory, CPA, founder, president, FranNet of Michigan, explores the crucial role CPAs play in guiding clients through through franchise opportunities. Mark walks through the key elements of financial evaluation, investment options, and the strategic vision necessary for successful "business in a box" ownership.

Joe is joined by MICPA member Jeff Rayis, CPA, CTP, MBA, assistant vice president of treasury and financial management at Michigan State University to discuss the university's development of a new paradigm for raising capital using blockchain distributed ledger technology.

Are people born with good character or is it a skill that can be honed? This month, Joe Colosi is joined by Stephanie L. Bowie, CEO, CPA, MBA of B. Empowered Leadership Academy, LLC as she shares her insights from over a decade of teaching leadership and financial management to soldiers as part of the U.S. Army Reserve. Hear Stephanie's take on how good character impacts decisions, leadership,...

Join Joe in this episode as he talks with Fernando Juarez, Esq., LL.M., EA, member of Freeman Law, PLLC in Frisco, Texas. Together, they delve into the world of tax compliance for United States employees working abroad amidst the rise of remote work, uncovering the complexities and implications involved.

Are these the habits of your leadership style? Our host, Joe Colosi, connects with Melissa Majors, CEO of Melissa Majors Consulting in Dallas, Texas, fresh off of her keynote presentation at MICPA Elevate to discover the habits of inclusive leadership.

You’ve heard the acronym. You might even know what it stands for. But what exactly is PAC as it relates to you? This month Joe sits down with Matthew Kidd, CPA, PFS from Blunden & Kidd Accounting & Consulting PC to talk about what exactly PAC does for the CPA profession and its importance.

As we wrap up National Volunteer Month, Joe sits down with Amanda Sayn, CPA, CFF, Manager at ShindelRock and Chair of the MICPA Emerging Leaders Task Force to talk about what she has learned from volunteering, how it has helped her progress in her career, and how YOU can get involved with volunteer groups at the MICPA.

What do sweeping floors, a human library and Jurassic Park have in common? Chair of the MICPA Board of Directors, Michelle Randall, CPA, CGMA, professor of accounting, Schoolcraft College, answers this riddle and shares the top three unexpected skills new CPAs need for success.

As an intern at Plante Moran, Rebecca (Becky) Stoutenger, CPA, asked her clients, “What was your path to becoming a CFO?” Now a controller at FlavorSum, Becky sits down with Joe to talk about her own journey to accounting in industry, including the benefits of starting in public accounting.

Ethics are the foundation of the CPA profession. How do we ensure that we hold ourselves and our firms to the highest ethical standards? Joe meets with Clare Levison, CPA, CGMA, owner, Inspired Responsibility in Blacksburg, Virginia to discuss how our behavior in and outside of work reflects on the profession.

As we get ready to close the books on 2022, we wanted to take some time to look back on where we’ve been and where we’re going. For our last episode of the year, Joe sits down with MICPA President and CEO, Bob Doyle, to reflect on 2022 and look at what 2023 might have in store.

Sure, we all know everything there is to know about cryptocurrency, but do you know the tax implications of cryptocurrency? Joe sits down with Allison Mcleod, LL.M., CPA from Allison Mcleod, LL.M., CPA, PLLC in Denton, Texas and get to the bottom of it to make sure you are in the know.

In this special episode of Off the Ledger , Joe catches up with Rachel Reardon, MICPA VP of Government Relations, who will break down the top 5 things CPAs need to know about the election results.

Forbes reports that about 1.1 billion on-demand gig workers exist worldwide, and that number is expected to grow over the next several years. So, what does that mean to companies and firms?  And what does it mean to YOU? Joe sits down with gig economy expert, Ani Srinivasraghavan, Senior Director, Strategy & Partnerships at WorkMarket, an ADP company to learn more.

Everyone has unique experiences and perspectives.  How do you use your unique experiences and perspectives to influence change or drive innovation as a thought leader? Alex Drost, CPA, Founder and CEO of Connection Builders, sits down with Joe this month to talk about how you can position yourself as a thought leader, how to set expectations and measure your success.

Ever thought about getting involved in political advocacy, but wondered if it really made any difference? This month, Michigan State Senator Mallory McMorrow sits down with Joe to assure us how and why advocacy efforts have an impact on the CPA profession and our daily lives.

This month, we’re talking about the stuff upon which the American Dream is built – Financial Empowerment and Economic Mobility. Priscilla Perkins, CEO and Gabrielle Thomas, COO from the Accounting Aid Society talk to Joe about why they are passionate about helping others recognize the tools available to them to help achieve that dream.

It’s not often that the student becomes the master and then becomes the student again, but in our current CPA environment, this might be all too familiar. Join Joe as he talks with Adam Schubatis, CPA, audit senior manager from KPMG about how new CPAs can learn as they start their new careers, but also what they uniquely bring to the table.

Professional networking and finding a soul mate just don’t compare, right? Oh, but they do! Find out how as Joe sits down with MICPA board member Matthew Kidd, CPA, Blunden & Kidd Accounting & Consulting PC, to talk about all things networking, from best practices for newcomers to its future. And who knows, you might just get some good relationship tips, too.