*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...

*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...

*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...

*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...

*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...

*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...

*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free! What are some of the things that rich people know and most of us may not know? Yes, tax strategy is definitely one of the biggest ones. In this episode, I invited my strategic tax coach, James Rainwater, to come on the show to share some tax tips and loopholes only the rich know! James not only is a CPA and tax strategist, he is also a very successful entrepreneur, investor, and advisor. Enjoy the...

This week’s podcast guest has more celebrated achievements that's worth listing; Jessica McClain’s leadership and innovation continually spur our industry forward, and I’m excited to share our conversation with all of you. In this episode, we talk about what it takes to succeed as a woman in business, how to effectively manage a mentorship relationship, and so much more. I hope you enjoy our conversation! Episode and Blog: ...

I’m so excited to share this week’s episode with Danny Bader. Danny is an incredible public speaker, motivational instructor, author, provider, and more. After a near-death experience, Danny connected with the process and feeling of being alive in a whole new way. He advocates and helps others create joy, purpose, and fulfillment. In this episode, we dive deeply into the best ways to create with integrity and authenticity, to connect with others, and to be the best version of yourself. His...

CPA licensing can open a lot of doors but opportunity cost matters; the field needs to consider shifts in its current approach in order to attract top talent, and this is an incredibly exciting time for the profession! I’m so excited to chat with Liz Kolar - her life resume encompasses all walks of experience, from public accounting at PwC to college professor; from CPA instructor to a leader in the educational technology space, Liz thrives on providing and encouraging young accountants. I...

I am so excited to have Paul Posoli, the founder and president of CareerSpring to talk about his inspiration, mission and vision for this social impact platform that help so many students and graduates with limited economic resources; and how he combined his two decades of executive leadership in global businesses, and leadership in education to build CareerSpring. CONNECT WITH PAUL: https://www.linkedin.com/in/paul-posoli-b566791aa/ CHECK OUT CAREERSPRING: https://careerspring.org/ GET...

The topic of Diversity in Accounting is not new. I have been hearing about it even before I entered into the profession almost two decades ago! Yet, the accounting profession is still not where it should be in terms of diversity goals. Any studies or statistics would show you that the representation of minorities in the accounting profession is low, specifically as the professionals continue to rise up the rank. In the past years, we also heard about the pipeline problem - some of the young...

Hey friends, welcome to the Dear Accountant podcast season 3 finale. I know it feels like it’s been forever, right? Thank you so much for all your notes saying hello and checking up on me - yes I am still here.  So this episode is just going to be me talking to you - so I titled this episode Dear Cece’s friends, which is YOU! What better way to wrap up season 3 right? For all of you that are listening, I may not know who you are, yet; but I am very thankful that you are here sharing this...

I wanna rebroadcast this conversation I have had with one of my favorite Asian female leaders, Karen Coyne. Karen is a CFP, certified financial planner - she is not only a financial wizard, but a charming and engaging podcast host! Check out her podcast called fresh off the vine - the Podcast about money sometimes about wine and always about getting better with time. Yep it sounds so cool right - I totally just took that tagline from her podcast :) I really had so much time talking to her in...

Whenever we talk about the younger generations, or the term millennial, what comes to mind is usually nothing good, right? But honestly, you and I were young once, when I was a teenager or in my 20s, it's always full of drama, agony, worries, insecurities - so when you think about it, most generations start off with a bad reputation. The younger generation rarely delights the older generations. I don’t think this is anything new. The post-World War II generation complained about the baby...

Whenever we talk about the younger generations, or the term millennial, what comes to mind is usually nothing good, right? But honestly, you and I were young once, when I was a teenager or in my 20s, it's always full of drama, agony, worries, insecurities - so when you think about it, most generations start off with a bad reputation. The younger generation rarely delights the older generations. I don’t think this is anything new. The post-World War II generation complained about the baby...

As you know, I am an accountant by training and spent my career in capital markets and investment funds for the past 2 decades. As an Asian female, my career journey has definitely been a roller coaster journey to say the least. I am sure you have heard it all, or maybe even experienced it yourself - being treated like an outsider. Feeling like you have to prove yourself all the time. Struggling to make your voice heard. Whether it’s overt discrimination or more subtle forms of bias,...

Hi everyone, this is Cece, thanks for tuning in. I cannot believe there's only 2 months left so I want to finish this year strong! Things have been great and I have been traveling a lot so I am exhausted! Aside from the 3 remaining episodes for this season, I have so many bonus episodes I'd like to share! Recently I got a lot of questions about pay and compensation, so I thought I’d re-broadcast this chat I had with David Weaver earlier this year during the lockdown. David is the...

When I was young growing up in Hong Kong, I was fascinated by the glamour of wall street and all the professionals dressing up in suits - I never imagined myself making it to New York City!! So when I graduated with my business degree in finance and economics, I also got my CPA - who would have thought having accounting and finance skills under my belt can be so powerful to open up my world in financial capital markets globally, and allowed me to continue to evolve and become an entrepreneur....

Welcome to the Dear Accountant podcast bonus episode! I have been traveling this week so I am a bit behind in production - but I’d like to re-broadcast and share this amazing conversation I had with Mark Goldman in his podcast, called Where accountants go! We talked about my career journey and my book and all things accounting. You probably know Mark already - he is a CPA and runs his executive recruiting firm, helps connect businesses and talents - and, he has done 240+ podcast episodes...

Recently I have read some alarming statistics that men are being affected the most in the global mental health crisis. I never think it’s easy to be men, I think we just don’t hear enough about what they have to go through.  I have empathy for everyone because I honestly think no matter what gender, each has its own unique and different set of challenges and circumstances! Men often grow up thinking that talking openly isn’t very ‘manly’.  The concept of masculinity and vulnerability can...

Welcome to the Dear Accountant podcast bonus episode! I’d like to re-broadcast and share this amazing conversation I had with Dr. Lunide earlier this year in her podcast, called the best morning routine ever. First of all, I love Dr. Lunide and everything she teaches about routine and discipline - definitely check out her podcast and subscribe as I know you’ll benefit a lot. I had so much fun with her talking about all things disciplines and habits - being immigrants, how it built us, and how...

We have a very special guest today joining us from Rome, Lily Luna! So often when we think of the United Nation, we think of this international peacekeeping organization who deals with economic and social issues such as human rights, justice and international laws, refugees, famines, wars and other disasters. And you have to be politicians, researchers or scientists to be part of the action to be part of such noble mission! There are so many unsung heroes in accounting who do incredible...

Fall is one of my favorite seasons, with the trees and leaves changing colors, and the cool weather, everything is so beautiful - but for most accounting and finance professionals, it’s budget season, and it’s also recruiting season! That’s right! The fall season can be stressful and hectic. As companies, universities and colleges open their recruiting schedules for full-time and internship positions, these campuses or virtual sessions will be flooded with employers seeking the best and...