Dear Accountant Cecilia Leung CPA

*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free!

Tom Golden has a national reputation in forensic accounting and fraud investigation. He has been quoted in major world-wide publications including Journal of Accountancy, USA Today, The Financial Times, Business Week, Chicago Tribune, and The Age (Melbourne, Australia).

He has extensive testifying experience and is a frequent presenter having conducted numerous fraud investigation training seminars for both U.S. and foreign corporations, and the Federal Government including the FBI and IRS. Tom was the lead author of the award-winning John Wiley & Sons book A Guide to Forensic Accounting Investigation, now in its 2nd Edition. He is a CPA and Certified Fraud Examiner, former chairman of the Board of Regents for the Association of Certified Fraud Examiners (ACFE) and has been given this organization’s highest honor being name Regent Emeritus, and former Chairman of the Better Government Association, a citizen watch-dog group operating in Chicago since 1922. Tom was also an adjunct professor at DePaul University, Chicago after he developed and taught the school’s first Forensic Accounting graduate course in 2002.

Tom’s presentation style is indeed unique and can be tailored to each specific audience. Whether he speaks from a podium or freely moves around an open stage he delivers simple techniques which auditors and financial executives can use to spot and avoid fraud.

Visit: http://www.tomgoldenbooks.com

Previous episode with Tom Golden - S2 E1: Numbers can tell very exciting stories: https://dearaccountant.libsyn.com/numbers-can-tell-very-exciting-stories

ABOUT CECE LEUNG, CPA

Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.


Personal Website: www.ceceleung.com

Book Website: www.dearaccountantbook.com

The Entrepreneur CFO website: www.ecfopro.com

Financial Planning: https://www.ecfopro.com/financial-planning-advisory/

Coaching, Training and Workshop: https://www.ecfopro.com/training-and-coaching/

PR, Media and Collab: https://www.ceceleung.com/media

Podcast Blog: https://www.ceceleung.com/blog

Linkedin: https://www.linkedin.com/in/ceceleung/

*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free!
 
Mentorship has been our core theme of this podcast, and ever since the pilot episodes, we kept getting endless questions about this topic. I’m excited to invite my mentor, Catherine Flax, to come back to have this coffee chat, while we rebroadcast the original episode so you can earn your CPE credit! As most of you know, Catherine is a strong champion for diversity and mentorship. You already know her story from my book, and even after knowing for over a decade, I continue to learn so much from her leadership, wisdom, empathy, and everything in life and work really. Let's see what she’s up to since the last time we chatted over a year ago on this podcast.
 
ABOUT OUR GUEST, CATHERINE FLAX
Catherine Flax has a distinguished multi-decade career across diverse industries and positions and has served in executive leadership roles in financial services, FinTech, and commodities. Her global endeavors alongside accomplished worldwide C-suite executives are certainly impressive, but what makes her unique is her deep sense of humanity and empathy, and her genuine interest in connecting with others.
Catherine is the President of Private Markets at X Machina Capital Strategies. She brings decades of experience in building successful businesses in commodities, financial services, technology, and professional services. She sits on the board of ISO-New England, Abaxx Technologies (ABXX.NE), Astor Perkins, BASE Carbon and Amperon.
 
Most recently, Catherine served as CEO of Pefin, the world’s first artificial intelligence financial advisor. Earlier, she worked at BNP Paribas, where she served as CEO, commodities, foreign exchange, and emerging markets. Catherine also worked at J.P. Morgan, serving as both CMO globally, as well as CEO, commodities EMEA. Catherine was named the “Most Influential Women in European Financial Markets”. She also is a board member at Cristo Rey Brooklyn Highschool, CareerSpring, Aggies on Wall Street Program at Texas A&M University, as well as a trustee at the Holy Family Church in New York City.
 
CONNECT WITH CATHERINE:
Linkedin: https://www.linkedin.com/in/catherineflax/'
 
ABOUT X Machina Capital Strategies:
https://www.xmcstrategies.com
 
ABOUT CECE LEUNG, CPA
Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.
 
Personal Website: www.ceceleung.com
Book Website: www.dearaccountantbook.com
The Entrepreneur CFO website: www.ecfopro.com
Financial Planning: https://www.ecfopro.com/financial-planning-advisory/
Coaching, Training and Workshop: https://www.ecfopro.com/training-and-coaching/
PR, Media and Collab: https://www.ceceleung.com/media
Podcast Blog: https://www.ceceleung.com/blog
Linkedin: https://www.linkedin.com/in/ceceleung/

*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free!

I am so excited to invite my friend, one of the few Asian thought leaders, educators and influencers in accounting, Donny Shimamoto, to talk about all things accounting, technology, small businesses and… Asian Representation!!! Well, you are probably very familiar with him because he’s everywhere, speaking and consulting about all things IT risk mgmt, business transformation, organizational development and AI! And as you know, I am always curious and have a million questions, I love talking to brilliant minds and bouncing off thoughts on some very tough questions, and this time is no exception.

ABOUT OUR GUEST, DONNY SHIMAMOTO, CPA, CITP, CGMA

Donny is the founder and managing director of IntrapriseTechKnowlogies, an advisory-focused CPA firm specialized in innovation acceleration and organizational development for small businesses, middle market organizations, and nonprofits. He is dedicated to help accountants and organizations strategically leverage technology while proactively managing their business and technical risk.

CONNECT WITH DONNY SHIMAMOTO:

Linkedin: https://www.linkedin.com/in/donnyitk/

About IntrapriseTechKnowlogies:
www.intraprise.us

GET INVOLVED IN THIS MEANINGFUL JOURNEY:
Center for Accounting Transformation:  www.improvetheworld.net.


ABOUT CECE LEUNG, CPA

Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.

Personal Website: www.ceceleung.com

Book Website: www.dearaccountantbook.com

The Entrepreneur CFO website: www.ecfopro.com

Financial Planning: https://www.ecfopro.com/financial-planning-advisory/

Coaching, Training and Workshop: https://www.ecfopro.com/training-and-coaching/

PR, Media and Collab: MEDIA | Cece Leung

Podcast Blog: https://www.ceceleung.com/blog

Linkedin: https://www.linkedin.com/in/ceceleung/

*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free!
S5 E4. Your Favorite Mentor series with Chuck Burch:  Updates + *Rebroadcast* How to embrace masculinity and vulnerability
One of the most downloaded episodes has been season 3, episode 6 with Chuck where we talked about masculinity, vulnerability and insecurity of men. I decided to bring back your favorite mentor for a short coffee chat while we rebroadcast his episode because he always has interesting perspectives to share and I always learn so much from talking to him. As most of you know from reading his story in my book, he grew up in the inner city in a single parent household, but his determination and focus has helped him get through so many unexpected twists and turns in his life - ultimately started his entrepreneurial journey and built a very successful business. Let's see what he’s up to!
CONNECT WITH CHUCK BURCH:
Linkedin: https://www.linkedin.com/in/chuck-burch-cpa-pfs-cfp%C2%AE-b0569a22/
Company Website: http://www.chuckburchcfp.com/
Chuck Burch Scholarship Fund: https://www.chuckburchscholarshipfund.org/
The Evolution of Skating: Live, Love, Sk8 to Tell It (The Evolution of Skating Series)
https://www.amazon.com/Evolution-Skating-Live-Love-Tell-ebook/dp/B08WPCCB5P
 
ABOUT CECE LEUNG, CPA
 
Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.
 
Personal Website: www.ceceleung.com
Book Website: www.dearaccountantbook.com
The Entrepreneur CFO website: www.ecfopro.com
Coaching, Training and Workshop: https://www.ecfopro.com/training-and-coaching/
PR, Media and Collab: https://www.ceceleung.com/media
Podcast Blog: https://www.ceceleung.com/blog
Linkedin: https://www.linkedin.com/in/ceceleung/

*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free!

 
I am so excited to invite my mentor, Penney Ooi, to chat about how to build an impactful business as an Asian female leader in the wealth management space! She is recognized as the first woman to achieve the highest field advancement level within World Financial Group, which is part of Transamerica, a fortune 500 company. She is a rare combination of visionary and master builder. Penney is a strong advocate for financial education and financial literacy - Through her career, she not only helped and impacted so many lives, she has also nurtured many successful leaders to become millionaires who are now proud business owners who enjoy true financial freedom.
In this episode, we chatted with Penney about her journey over the past 28 years, from moving to the US as an international student from Malaysia, got rejected by the top firms, to ultimately building her successful business empire Dream builder financial to serve the masses.

 
 
CONNECT WITH OUR GUEST, PENNEY OOI
 
Instagram: https://www.instagram.com/penneyooi/?hl=en
 

Linkedin: https://www.linkedin.com/in/penneyooi/

 
About Penney: https://www.prnewswire.com/news-releases/penney-ooi-becomes-first-woman-to-achieve-highest-field-advancement-level-with-world-financial-group-301382047.html
 

Dream Builder Financials: https://dreambuilderfs.com/penney

 
 
ABOUT CECE LEUNG, CPA
Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.
Linkedin: https://www.linkedin.com/in/ceceleung/
Personal Website: www.ceceleung.com
Book Website: www.dearaccountantbook.com
The Entrepreneur CFO website: www.ecfopro.com
PR, Media and Collab: https://www.ceceleung.com/media
 
Podcast Blog: https://www.ceceleung.com/blog
 
GET FREE CPE CREDIT at EARMARKCPE.COM
This show is brought to you by Earmark CPE, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE for listening to the episodes on this podcast, and more! Sign up for the mobile app to earn free CPE whenever you want, wherever you go. Learn more at EarmarkCPE.com.
 

*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free!
What does Diversity Equity and Inclusion truly mean? Over 20 years ago, The KPMG Foundation, which invests in business education and volunteering, started a national program called The PhD Project, with the mission to increase the diversity of business school faculty. In this episode, I had the pleasure to speak with Blane Ruschak, President of PhD Project; and Dr. Marinilka Kimbro about their work with the PhD Project.  I truly believe that The PhD Project is the best kept secret in corporate America - keep listening and find out more!  
 
CONNECT WITH OUR GUESTS and THE PhD PROJECT: 
LINKEDIN: 
Blane: https://www.linkedin.com/in/blane-ruschak/
Dr. Kimbro: https://www.linkedin.com/in/marinilka-kimbro-58b1b/
 
THE PhD PROJECT: 
Main Website - www.phdproject.org
Facebook – https://www.facebook.com/thephdproject/info/
Twitter – https://twitter.com/thephdproject
LinkedIn – https://www.linkedin.com/company/thephdproject
Instagram - The PhD Project (@thephdproject) • Instagram photos and videos
Conference Info - Annual Conference - The PhD Project
 
ABOUT CECE LEUNG, CPA
Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.
Linkedin: https://www.linkedin.com/in/ceceleung/
Personal Website: www.ceceleung.com
Book Website: www.dearaccountantbook.com
The Entrepreneur CFO website: www.ecfopro.com
PR, Media and Collab: https://www.ceceleung.com/media
Podcast Blog: https://www.ceceleung.com/blog
 
GET FREE CPE CREDIT at EARMARKCPE.COM
This show is brought to you by Earmark CPE, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE for listening to the episodes on this podcast, and more! Sign up for the mobile app to earn free CPE whenever you want, wherever you go. Learn more at EarmarkCPE.com.