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Episodes

073: Finance and Accounting Career Trends for 2022
Jan. 17, 2022

073: Finance and Accounting Career Trends for 2022

Send a text You need to stay current with what is happening in the Finance and Accounting fields so that you can address your skills gap to remain competitive. I will continue to recommend that you learn leadership since that will remain critical to advancing your career. The nature of work is chan…

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Leaders Keep a Daily Journal
Jan. 10, 2022

Leaders Keep a Daily Journal

Send a text Episode # 72: As a leader, taking time to capture your thoughts and ideas is critical to developing a better work-flow for yourself and your team, and to explore your entire life. Keeping a journal is a great way to deep dive some ideas or other areas of your leadership and life to find…

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071: Goal Setting in 2022 - This Will Be Your Best Year Ever
Jan. 3, 2022

071: Goal Setting in 2022 - This Will Be Your Best Year Ever

Send a text We are in the new year, and I believe that 2022 will be your best year to date. This will be a time to develop a plan of action for what’s important to you that includes your career AND your personal life. It can be the blueprint for setting your personal priorities and ensuring you don…

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Bonus Episode 33: Thank You & Getting Ready for 2022
Dec. 27, 2021

Bonus Episode 33: Thank You & Getting Ready for 2022

Send a text As we move into the new year, I want you to resist making New Year’s Resolutions. They are whimsical, short-lived illusions that often result in failure instead of real results. What we need to do is to develop a plan of action to improve our chance of success. We will write out realist…

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Bonus Episode 32: Holiday Message for 2021
Dec. 20, 2021

Bonus Episode 32: Holiday Message for 2021

Send a text Build hope into your daily activities. Tomorrow will be a better day for you, your friends, your family, and everything else important in your life. The world has collectively been through a lot in 2021 and going all the way back to 2020. We must continue to build resilience for what is…

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Bonus Episode 31: Priorities for 2022
Dec. 13, 2021

Bonus Episode 31: Priorities for 2022

Send a text What do you really want to finish next year? Prioritize so you can focus your effort. Episode outline: 1) What is important to you, 2) What are your key personal events for 2022, 3) What are your current challenges, 4) What is the vision (or purpose) for your life, 5) Prioritize your ef…

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Bonus Episode 30: Our Mental Fitness Checkup for the Holiday Season
Dec. 6, 2021

Bonus Episode 30: Our Mental Fitness Checkup for the Holiday Season

Send a text It’s important for everyone to check their mental fitness during the holiday season. Sometimes we take on more than we can handle and also sometimes our reality doesn’t match up to our expectations. We ask too much of others who may not be ready to act or to participate. Please connect …

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Bonus Episode 29: Complete Your Continuing Professional Education Credits
Nov. 29, 2021

Bonus Episode 29: Complete Your Continuing Professional Education Cre…

Send a text A professional certification provides a credential that marks you as an authority in Finance and Accounting, so ensure you can continue to hold that certification by earning the required annual credits. 2021 is coming to an end quickly and due to the holidays, everything is a rush and y…

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CFO Career Planning
Nov. 22, 2021

CFO Career Planning

Send a text Your long-term goal of achieving the role of Chief Financial Officer is ambitious and will require planning, commitment, and hard work. You must be seen as a knowledgeable and professionally credentialed leader in Finance and Accounting. Commit to owning your career today so you plan ou…

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The CFO and Technology Planning
Nov. 15, 2021

The CFO and Technology Planning

Send a text Episode 69: All organizations in the 21st century must view themselves as a technology company first, no matter their industry, to set the correct mindset and perspective. Your technology system determines how relevant and how quickly information and communication can be processed, whic…

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The CFO and the Business Strategy
Nov. 8, 2021

The CFO and the Business Strategy

Send a text The Chief Financial Officer contributes significantly to the strategic planning and execution processes of the organization. Strategy becomes a decision about choices around available resources. Where do you commit the company to go based on the resources that are available? The CFO and…

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How CFOs Add Value to the Business
Nov. 1, 2021

How CFOs Add Value to the Business

Send a text Episode 67: What value does the Chief Financial Officer add to the company? A CFO typically has a wealth of experience, knowledge, and a particular strategic skillset to help them navigate the challenges of leading an organization. But what do CFOs do to add value? The CFO Leads the Fin…

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The CFO Skillset for a Complex Business Environment
Oct. 25, 2021

The CFO Skillset for a Complex Business Environment

Send a text Episode 66: The modern CFO requires a different set of skills and perspective to navigate the complexities of the new global marketplace. Traditional business concepts are changing into more a dynamic and socially conscious environment where you must be able to solve much different prob…

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The C-Suite Dynamic - How Senior Executives Partner Together to Lead the Organization
Oct. 18, 2021

The C-Suite Dynamic - How Senior Executives Partner Together to Lead …

Send a text Episode 65: The C Suite is a partnership of senior leaders who must be committed to working with each other to properly guide their organization to success, while also ensuring that group think never takes hold. Senior executives must challenge each other professionally, execute the str…

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The CFO Mindset
Oct. 11, 2021

The CFO Mindset

Send a text Episode 64: The Role of Chief Financial Officer requires a different mindset, a different world view, and a perspective that helps you see the organization differently. The CFO must be forward thinking and must never quit. Episode outline: The qualities of the successful C-suite executi…

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Bonus Episode 28: Your Future Senior Leader Role
Oct. 4, 2021

Bonus Episode 28: Your Future Senior Leader Role

Send a text This is the time to prepare for your future senior leader role. Don’t wait until you are a senior manager looking to break into a more junior executive position. Work on the key skills today and change your mindset. You can now purchase a course to help you advance your career from fina…

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Bonus Episode 27: Coaching Leads to Better Results
Sept. 27, 2021

Bonus Episode 27: Coaching Leads to Better Results

Send a text This week I am sharing an encore episode from Season 6 – Episode 48, Coaching Leads to Better Results. I believe that everyone needs coaching, because great coaching can help us see things in our life and our career that we can’t see and the best coaching happens when the coach guides, …

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Bonus Episode 26: Overcoming Limiting Beliefs
Sept. 20, 2021

Bonus Episode 26: Overcoming Limiting Beliefs

Send a text There are so many ways in which we limit ourselves from achieving our goals. A self-imposed limit is defeating ourselves before we even begin. Once we convince ourselves that there are no limits to what we can do and achieve, we become unstoppable in the pursuit of our dreams. You have …

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Stop Playing It Safe
Sept. 13, 2021

Stop Playing It Safe

Send a text Bonus episode #25: The Finance and Accounting professionals who stay in their comfort zones and only do their daily tasks, will not get the same opportunities as those who get on high visibility projects and who are constantly improving themselves. You may be seen as reliable and trustw…

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Bonus Episode 24: Finding a Mentor
Sept. 6, 2021

Bonus Episode 24: Finding a Mentor

Send a text I believe in having the right mentor, and that is someone outside your current work situation who can really help you fine tune your career strategy and even help you make some key connections for your future. The best mentor is someone you were worked with in the past, but are not work…

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063: Self-Awareness and Reading the Room
Aug. 30, 2021

063: Self-Awareness and Reading the Room

Send a text Leaders must be self-aware of their thoughts, actions, words and behaviors so they are constantly working to build trust and develop their teams. Self-aware leaders know what is appropriate and what isn’t appropriate. Emotionally intelligent leaders can read the room properly that leads…

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062: What Leaders Do
Aug. 23, 2021

062: What Leaders Do

Send a text The most important responsibility leaders have is to grow other leaders. The first task a great leader will do is to build trust and that begins with our own actions, our attitude, and our behavior. We often get overwhelmed with the tasks, but I want you to shift from a task-focus to a …

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061: Earning Your Annual Continuing Professional Education Credits
Aug. 16, 2021

061: Earning Your Annual Continuing Professional Education Credits

Send a text This week, I am talking about developing your plan for earning continuing professional education credits. Continual learning in the Finance and Accounting fields is essential to developing your expertise and establishing your credibility. Ensure you approach earning your annual CPEs by …

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Partner with Senior Leaders to Execute the Strategy
Aug. 9, 2021

Partner with Senior Leaders to Execute the Strategy

Send a text Episode #60: Finance and Accounting professionals should be partnering with senior leaders and their teams to better execute the organization’s strategy. We know the numbers and can better deliver insights when we open communication instead of staying in our usual stoved-piped function.…

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