The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard Woodard Events

On this show, Heather speaks with Kelly Richmond Pope about her intriguing journey into forensic accounting, her experiences with fraud, and the human elements that complicate financial crimes. Here are a few key points from their conversation:
Kelly Richmond Pope's Background
Her Early Interest in Accounting
A Personal Anecdotes of Learning About Fraud
Professional Encounters with Fraud
Discussion on Whistleblowers
Impact of Fraud on Victims and the Role of Emotional Connection
Advice on Vigilance Against Fraud
Changing Dynamics in the Accounting Profession
Combining Passions and Careers
Kelly's work includes:
Fool Me Once - A book by Kelly on Amazon All the Queen's Horses - A documentary by Kelly available on YouTube More accountants are leaving the field than joining. What’s going on? - A BigThink talk by Kelly Thank you to our show sponsor!
Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Joe speaks with Randy Crabtree about the critical elements of fostering a positive company culture, its impact on professional mental health, and its significance in the business environment. Randy Crabtree, co-founder of Tri-Merit Specialty Tax, host of the Unique CPA podcast, and a renowned speaker in the accounting industry, shares his insights and experiences on building a culture that promotes mental wellness and productivity. Here are the key points from their conversation:
The Importance of Leadership in Cultivating Company Culture
Defining Positive Company Culture
Micromanagement vs. Empowerment
The Balance Between Process and Flexibility
Outcome-Based Work Environment
Employee Empowerment and Role Fit
The Financial Benefits of a Positive Culture
Diversity and Inclusivity in Building Company Culture
Don't forget to check out the book mentioned during the podcast.
Measure What Matters by John Doerr Thank you to our show sponsors!
Expensify — The expense management app that does it all, for every business Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this episode, Heather and Joe discuss how we do not always get things right with technology. Through experience (and a few genuine mistakes), they share the 5 technology fails most prevalent in your firm. They are:
Locally stored files Lack of security (policies, solutions, and systems) Lack of process Old hardware Lack of vetting with software solutions (e.g. SOC2 or equal standards) As a bonus, here is an IRS document called, "Creating a Written Information Security Plan for your Tax & Accounting Practice"
TV/Movie Segment
“We’re not just numbers in a spreadsheet. We’re people with lives, families.” – Christine Bates from Mr. Bates vs The Post Office “Lawyers are the swords of this century. Words are weapons now. I need you to learn how to use them.” – John Dutton from Yellowstone Book Segment
Firm Forward by Edi Osborne Amazon link Favorite Social Posts
"The trick isn’t to get away from the pain. The trick is to find something so important that the pain ceases to matter at all." —Mark Manson on Twitter/X The Woodard Report Article
4 Key Questions Bookkeepers Have for Their Clients' Tax Professional Thank you to our show sponsors!
Expensify — The expense management app that does it all, for every business Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this episode, Heather and Joe discuss Beneficial Ownership Information (BOI) requirements and how they may — or may not — affect your firm. This new compliance reporting requirement for businesses is meant to enhance transparency but it comes with a number of questions and caveats.
TV and Movie Quotes mentioned:
Resident Alien (TV) Blackberry (movie) Books mentioned:
Title: The Ideal Team Player Author: Patrick Lencioni Amazon Link: https://a.co/d/6zzDYA5 Favorite Social Posts:
https://twitter.com/JStaatsCPA/status/1761085927345242459 https://www.linkedin.com/posts/adriandparker_your-company-doesnt-have-a-diversity-problem-activity-7168981738910601216-9iMh/ Thank you to our show sponsors:
Expensify — The expense management app that does it all, for every business
Rightworks — All your accounting apps, unified in the cloud
Learn more about the show and our sponsors at Woodard.com/podcast

On this episode, Joe speaks with Dave Kersting, CEO of Capovario. Dave drew an incredible response from the audience at Scaling New Heights by delivering a knockout presentation based on his personal life experiences and how those experiences have helped shape his business sense. Community is at the core of both Dave's conversation with Joe and his business, Capovario. 
Thank you to our show sponsor:
Expensify — the expense management app that does it all, for every business
Learn more about the show and our sponsors at Woodard.com/podcast

On this episode Joe is joined by one of the most esteemed minds in the world of physics, Dr. Michio Kaku. He will be joining us on stage this year at Scaling New Heights!
Dr. Kaku has written several books including The Physics of the Impossible. He has appeared on the History Channel television show, The Universe. His most recent works include information about Artificial Intelligence, quantum computing, robotics in business, and the impact these changing technologies have on culture.
Most recently, he wrote the book Quantum Supremacy: How the Quantum Computer Revolution Will Change Everything 
Thank you to our show sponsor:
Expensify — the expense management app that does it all, for every business
Learn more about the show and our sponsors at Woodard.com/podcast