Off the Ledger

MICPA

Michigan CPAs get real as we take it ‘off the ledger’ and cover everything from stories, personal financial tips, leadership development to honestly- who knows? We’re just getting started! Tune in as the MICPA interviews a variety of CPA guests ‘Off the Ledger’.

  1. DEC 18

    Bobcast 2025

    As 2025 winds down, Joe talks with Bob Doyle, president and CEO of MICPA, reflecting on the organization’s past, present and what’s ahead. They look back on a year focused on empowering members through advocacy, collaboration and education, discuss progress on an additional CPA licensure pathway, and look ahead to an inspiring 2026, including signature events and a milestone 125th anniversary celebration.

    19 min

  2. NOV 24

    LARA and Order

    In this episode, Joe talks with Michigan’s director of the Department of Licensing and Regulatory Affairs, Marlon Brown, DPA, about his path into public service and the wide scope of LARA’s work. They cover everything from Michigan’s economic landscape to ongoing efforts to streamline regulation, including an additional pathway for CPA licensure.

    18 min

  3. OCT 28

    The Human Side of Leadership

    In this episode of Off the Ledger, Joe talks with Lisa Dy, CPA, MBA, and Mindset Coach at Boundless Potential Coaching, about how trust, vulnerability, and emotional intelligence help leaders connect more authentically with their teams. Lisa shares insights from her journey from CPA to coach, emphasizing the power of self-awareness, embracing imperfection, and investing in personal growth to build a stronger, more human-centered workplace.

    14 min

  4. SEP 23

    How Accounting Ethics Account for AI

    In this episode, Joe talks with Dori Danko, CPA, MBA, accounting instructor and accounting internship coordinator at Grand Valley State University’s Seidman College of Business, about how accounting ethics intersect with artificial intelligence (AI). They discuss real-world classroom experiences, AI’s potential to detect and commit fraud, regulatory issues such as “AI washing” and best practices for accountants to use AI responsibly as both a tool and a skill set.

    19 min

  5. AUG 26

    A SALTy Retrospective

    In this episode of Off the Ledger, Joe speaks with Jordan Goodman of Kilpatrick Townsend & Stockton LLP in Chicago about the evolving state and local tax laws, including changes to federal protections, market-based sourcing challenges and the impact on small businesses.

    14 min

  6. JUL 30

    Beyond the Ledger: Building a Stronger Team through Effective Communication

    This month Joe speaks with George Copeland, CEO of GMC Consulting, about how the DISC behavioral assessment can improve team communication by helping individuals understand and adapt to different personality styles. George shares personal insights on how applying DISC has strengthened his leadership, reduced conflict, and fostered more supportive and effective workplace dynamics.

    18 min

  7. JUN 25

    What’s the ‘DEAL’ with AI?

    In this episode, Joe talks with Jamar Cobb-Dennard, J.D., a business broker with Indiana Business Advisors in Indianapolis, to explore how artificial intelligence (AI) is reshaping the accounting profession. From drafting content to analyzing financials to enhance deals, Jamar explains how AI enhances efficiency, provides deeper insights, and supports stronger strategic thinking. He also expands on why it’s not a replacement for human expertise, but a tool that elevates impact.

    18 min

  8. MAY 28

    Building Your Best-In-Class Tech Stack

    In this episode, Joe sits down with Amy Vetter, CPA, CGMA, RYT-500, CSP. Amy is the CEO of the B³ Method Institute and the keynote speaker for the MICPA’s 2025 Elevate Conference. They discuss how firms can build a best-in-class tech stack by thoughtfully selecting, standardizing and training on the right tools.

    14 min
See All (55)

Ratings & Reviews

5
out of 5
2 Ratings

About

Michigan CPAs get real as we take it ‘off the ledger’ and cover everything from stories, personal financial tips, leadership development to honestly- who knows? We’re just getting started! Tune in as the MICPA interviews a variety of CPA guests ‘Off the Ledger’.

Information

  • Creator
    MICPA
  • Years Active
    2021 - 2025
  • Episodes
    55
  • Rating
    Clean
  • Copyright
    © MICPA
  • Show Website
    Off the Ledger