Off the Ledger MICPA

In this episode, Joe is joined by the former VP of Treasury at Michigan State University and new CFO at Indiana Wesleyan University, Jeff Rayis, CPA, CTP, MBA. They discuss the 30 best practices for building and growing client relationships that Jeff has discovered during his career. Will they be able to get through all 30 of them in just one episode?

This month Joe talks with Charlotte Stallings, president and CEO of Charlotte Stallings Enterprises in Houston, TX. Together they explore the idea of transformation being an inside job, discussing how embracing change and overcoming internal obstacles are crucial for personal and professional growth.

In this episode, Joe is joined by former US Attorney, Barbara McQuade, to explore the pervasive issue of disinformation. They discuss the deliberate spread of misleading information and its impact on society and professions like accounting emphasizing the importance of upholding facts and integrity, offering insights into combating disinformation, and promoting ethical leadership.

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 opportunities.

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 paper set to be released later this year.