Why investing in employees matters more than ever
Play • 18 min

In late 2020, Robert Half’s Paul McDonald delved into the hiring outlook for 2021. The second part of that conversation addresses the ways organizations can keep those already on staff during COVID-19. McDonald, Robert Half’s senior executive director, says the businesses that already had strong culture in place were better equipped to adapt to COVID-19. He offers advice for managers, details on their retention concerns, and insight into what employees are looking for beyond flexible work arrangements.

What you’ll learn from this episode:

  • The reasons nearly 90% of senior managers are worried about losing talent.
  • The steps companies and managers can take to show that they value employees.
  • Why McDonald says company culture is more like an ocean liner than a speedboat.
  • The types of nonfinancial benefits workers are seeking in the absence of raises.
  • The steps employees can take to make themselves more marketable.
  • McDonald’s thoughts on what office work might look like in 2022.
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
Jetpack Workflow
The Progressive Accountant’s Guide to Building Accounting Relationships
Recognized as one of the Top 50 Women in Accounting, Twyla Verhelst is known for leading the charge when it comes to advocacy, change, and community in her industry and beyond. She’s an experienced CPA and tech entrepreneur with a passion for helping others find and leverage their confidence. Twyla’s fascination with finances began when she was only nine years old, manning the cash register in her parents’ small business. After studying accounting and business management, she worked as an accountant, controller, and recruiter before moving on to co-found two successful companies: Twenty Eighty, an advisory accounting firm, and Helm, a cash flow forecasting app. She also started Empowering Tana, a non-profit benefiting girls and women with autism, and created the Video Per Day Experiment, a 30-day challenge designed to help professionals break out of their comfort zone and discover their voice. If that wasn’t enough, in her spare time she’s also an ultramarathon runner. Now Twyla is bringing her vast energy and expertise to FreshBooks, a market leader in cloud-based accounting solutions for small businesses. As leader of FreshBooks Accounting Professionals Program, she’s working to empower forward-thinking accounting pros with the tools they need to thrive, as well as helping them discover their most valuable asset — their authentic self.
36 min
CFO THOUGHT LEADER
CFO THOUGHT LEADER
Jack Sweeney Speaks to CFOs About Driving Change | Middle Market Media, LLC
677: Engaging Minds at Work | Michael Pickrum, CFO, ExecOnline
When Michael Pickrum tells us about ExecOnline, the company that he joined as CFO back in 2019, he wants us to know that the education technology firm is aligned with his goals both professionally and personally. When it comes to the professional side of things, Pickrum says, ExecOnline in certain ways is a media company. “You’re taking some IP and figuring out how to distribute and monetize it,” comments Pickrum, while boiling down the somewhat complex approach that ExecOnline uses to repackage the curricula of top business schools and universities to better serve the specific people development needs of a variety of corporate clients. Still, Pickrum’s shorthand description is intended not to spotlight the facets of ExecOnline’s business model but instead to draw our attention to its similarities with his past media industry experience—such as his 17 years with BET Networks, where he occupied the CFO office for 9 of them. As for the personal side of things, Pickrum says that he is a “big believer” when it comes to the transformative power of education. “I went to public schools growing up—I was very fortunate to go to a great university, and it changed my life,” remarks Pickrum, who adds that ExecOnline packages the academic IP not with aspiring college students in mind but with an eye toward first-time managers as well as more senior business leaders. According to Pickrum, part of the added value that ExecOnline offers corporate clients derives from providing the IP in a more relevant and efficient way. “Most of our programs are 1 week, 3 weeks, or 6ix weeks,” explains Pickrum, who says that at times the material being covered can be applied to a specific project that the managers are undertaking within their company. “It’s just a great marriage between the business school’s IP, professors, and resources, and our platform and ability to engage people where they are, which is at work.” –Jack Sweeney * Leave rating & review * Signup for our Newsletter GET MORE: Order now The CFO Yearbook, 2021 uf1Uaz9iI5wYUzzsFtwd
43 min
PwC's accounting podcast
PwC's accounting podcast
PwC
Forecast 2021: The “S” in ESG, spotlight on societal investments
In our Forecast 2021 podcast series, we’re focused on preparing you for the year ahead by offering insights to help you better understand and manage some of the opportunities and challenges that your company might face—think policy, technology, and other big picture topics. This week, we conclude our deep dive into ESG by focusing on the “S,” or social, initiatives. Heather Horn sits down with Aaron Gilcreast, PwC’s Global Valuation Leader, and Andreas Ohl, a partner in PwC’s National Office, to look at how companies are rebalancing their strategy to address societal challenges and building measurement frameworks that help prioritize and report on these societal initiatives. Topics include: * *1:05 - Overview.* We begin by highlighting a few big societal challenges—from globalization impacting supply chains to employee wellness and satisfaction—and how the companies that work to address these matters gain a competitive advantage in the marketplace. * *4:14 - Value creation vs. value destruction. *To calculate ROI on societal investments, organizations need to begin thinking about the measurement of these intangibles, which is part of a disciplined capital allocation process and robust reporting.    * *10:44 - The time is now. *The momentum behind ESG is powerful as a result of increasing interest from investors and consumers. But it’s good for the company too. We look at the brand-enhancing benefits of translating intangible attributes into quantifiable metrics.  * *20:44 - Global challenges. *We talk through some of the challenges in executing and reporting on societal initiatives faced by companies with a global footprint. * *22:59 - Key takeaways. *Companies have a role to play in proactively addressing societal issues, but they must be disciplined to build resilient assets and maximize value.  Want to learn more about ESG? Check out our C-suite summary, Making sense of ESG. Aaron Gilcreast is the PwC’s Global Valuation Leader. His professional services career in finance, M&A, and corporate strategy spans 25 years. In his concurrent role as leader of PwC's Global Valuation & Business Modeling practice, Aaron is responsible for its overall vision, strategy, and operations.  Andreas Ohl is a partner in PwC's National Office where he focuses on mergers and acquisitions under US GAAP and IFRS. Andreas is chairman of the Business Valuation Standards Board at the International Valuation Standards Council, is a member of the working group that authored the AICPA's In-Process R&D guide, and has served as a member of the FASB's Valuation Resource Group.  Heather Horn is PwC’s National Office thought leader, responsible for developing our communications strategy and conveying firm positions on accounting and financial reporting matters. She is the engaging host of PwC’s accounting and reporting weekly podcast and quarterly webcast series, as well as periodic webcasts for the power and utilities industry. With nearly 30 years of experience, Heather’s accounting and auditing expertise includes financial instruments and rate-regulated accounting.
26 min
The Dental Hacks Podcast
The Dental Hacks Podcast
Alan Mead and Jason Lipscomb
Dr. Jeni Perna on the Highs and Lows of Practice Acquisition (DHP318)
Dr. Jeni Perna joins the Dental Hacks to talk about purchasing a practice! Actually, she discusses that she was trying to buy a practice and it fell through! * Jeni and Instagram (yogi_dentist)...a great follow! * Content creators and consistency! * Instagram feed = perfect square (pearl!) * Instagram feed/posts vs. stories * "Get on stories and show your face" * Jeni's practice acquisition story * Are you "just an associate?" * Finding a practice before they hit brokerage sites! * Buying an existing practice means that you'll always have compromises from the existing owner. * Practice purchase vs. startup * Cold calls? * What would Jeni have done differently? * Flat fee attorneys/CPAs vs hourly...understand the investment that you'll make * Jeni on practice brokers * Make sure you have YOUR team as a buyer * The Letter of Intent (LOI) * Talk to LOTS of banks! Create a relationship, but don't have complete loyalty! Some links from the show: 3M Relyx Universal Resin Cement Cosmecore Get Jeni's Manuals! Scott McDonald episodes Canva.com Memorie Valentine's Tik Tok (her most watched Tik Tok) Dental Hacks Deals!: Dental Hacks Medit i500 deal! (starting at $17k + lab credit, rebate gets bigger the more our group takes advantage!) Email us at info@dentalhacks.com and use "Medit" in the subject line or tab Jason on Facebook or text "Medit" to (804) 885-2233! Enova Illumination has an amazing Dental Hacks discount on loupes and lights. Get that information at: https://form.jotform.com/210247991392056 Be sure to get your Dental Hacks pricing at Crazy Dental by using coupon code: DHN10 The Dental Hacks Nation closed Facebook group has 29,000 members! Head over there to interact with other Dental Hacks listeners, guests and Brain Trust members every day, all day! Remember…if you don’t have anything “dental” on your FB page, we might decline your membership request. So IM the group or email us at info@dentalhacks.com! New Product Alert! Smart Scheduling by YAPI is here to help you keep your appointment books full and gain more new patients with online booking that is in YOUR control. Easily configure your accepted insurances, operatory/provider availability, and scheduling rules to match your unique workflows. Only qualified new patients can book their visit when they confirm their insurance - they can even take a photo from their phone! Your existing patients will have the easiest way to book their next cleaning when Smart Scheduling includes a link via text or email reminders automatically sent by YAPI. Dentrix users get first dibs on Smart Scheduling, but it will soon be available for Open Dental and Eaglesoft as well. Learn more at https://yapiapp.com/online-scheduling Cosmecore from Cosmedent is a versatile, dual cured core material that handles great, comes in 3 great shades and won’t gouge when you prep it! You can even fill a matrix with it and NOT LIGHT CURE it and it will set hard as a rock! It comes in two handy sizes (50g and 8g syringes) and once you start using it, it will become your “go to” for ideal tooth preps! Go check it out at dentalhacks.com/cosmecore! Go Hack Yourself Jason: Healthy Start Alan: Jocko Tea If you have any questions or comments for us please drop us an email at info@dentalhacks.com or find us (and like us!) at www.facebook.com/dentalhacks. If you like us, why not leave us a review on iTunes? It helps us get found by like minded people and might even help us get into “What’s Hot” in the iTunes store! Go to this link and let the world know about the Dental Hacks! Finally, if you aren’t an Apple person, consider reviewing us on Stitcher at: stitcher.com/podcast/the-dentalhacks-podcast! If you would like to support the podcast you can check out our Patreon page! Also be sure to check out the Dental Hacks swag store where you can find t-shirts, stickers coffee mugs and all sorts of other things that let the world know you’re a part of the Dental Hacks Nation.
1 hr 30 min
Simply Tax
Simply Tax
Damien R. Martin, CPA
2021 Tax Filing Season Begins! #118
The American Institute of CPAs (AICPA) Tax Policy & Advocacy Team and volunteer members continually monitor and advocate on legislative, regulatory, and administrative tax matters. The team has been off to an active 2021, following a remarkably busy 2020. Guests Amy Wang and Alex Scott of the AICPA Tax Policy & Advocacy Team join host Damien Martin to share updates and provide insight into the current areas the team is closely watching and working in. Here’s what’s covered: * [03:20] Update on virtual currency-related tax issues and the AICPA comment letter on IRS virtual currency guidance (February 28, 2020) * [07:45] Insights on partnership tax basis capital reporting and the AICPA comment letter on Notice 2020-43 regarding tax capital reporting (September 15, 2020) * [16:07] Form 1065 instruction updates and the AICPA comment letter on the draft Form 1065 instructions (December 7, 2020) * [17:47] The latest on the Organisation for Economic Co-operation and Development (OECD) digital tax developments and AICPA advocacy efforts * AICPA policy paper: Taxation of the digitized economy(Revised May 2019) * AICPA comment letter on key elements essential to modification of the international tax system (May 2019) * AICPA comment letter on Pillar One and income allocations between jurisdictions (October 2019) * [22:33] Forms 5471 and 5472 penalty issues * [26:14] Section 163(j) guidance and AICPA advocacy efforts * AICPA comment letter on final and proposed regulations – pass-through issues (December 21, 2020) * AICPA comment letter on Section 163(j) international and exempt organization issues (December 21, 2020) * [36:20] Advice on the 2021 tax filing season Learn more about our guests and get additional resources here. GET MORE “SIMPLY TAX” We’re excited to also provide video content to strengthen your tax mind! Check it out on our YouTube channel. A complete archive of our episodes is available on our website and YouTube playlist. We’d love to hear from you! Email feedback and questions to SimplyTax@bkd.com. Connect with Damien on social media! LinkedIn | Twitter | Instagram | YouTube
43 min
Be Wealthy & Smart
Be Wealthy & Smart
Linda P. Jones
Stock Market Correction, Meme Stocks and Liquidity
Learn what is causing the stock market correction, how long it is going to last and what the risks are. There are many underlying issues happening now. Are you investing well for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest, makes a huge difference to your financial future and lifestyle. If you only knew where to invest for the long-term, what a difference it would make, because the difference between investing $100k and earning 2% or 10% on your money over 30 years, is the difference between it growing to $181,136 or $1,744,940, an increase of over $1.5 million dollars. Your compounding rate, and how well you invest, matters! INTERESTED IN THE BE WEALTHY & SMART VIP EXPERIENCE? -Asset allocation model with ticker symbols and % to invest -Monthly investing webinars with Linda -Private Facebook group with daily insights -Weekly stock market commentary email -Lifetime access -US and foreign investors, no minimum $ amount required Extending the holiday offer, enjoy a 50% savings on the VIP Experience. More information is here or have a complimentary consultation with Linda to answer your questions. For an appointment to talk, click here: https://2909395.survey.fm/application-for-vip-experience PLEASE REVIEW THE SHOW ON ITUNES If you enjoyed this episode, please subscribe and leave a review. I love hearing from you! I so appreciate it! SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed WEALTH HEIRESS TV Please subscribe to Wealth Heiress TV YouTube channel (it’s not just for women, it’s for men too!), here. PLEASE LEAVE A BOOK REVIEW Leave a book review on Amazon here. Get my book, “You’re Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!” Men love it too! After all, you are Wealth Heirs. :) Available for purchase on Amazon. International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning. Use the search bar in the upper right corner of the page to search topics. TODAY'S SPONSOR I want to take a few seconds to tell you about how I “read” more books and stay ahead of the curve. It’s by not reading books, but instead listening to them – like you are right now! With Audible, there are over 150,000 titles to choose from for your iPhone, Android, Kindle or mp3 player and…your first audiobook is FREE! I suggest you get the audio book of Think and Grow Rich, or you can check out my website Resources page where I list all of my favorite financial books and you see exactly what books I have read and recommend you read. Then get started with Audible by visiting https://lindapjones.com/FreeBook and order your first audio book free! Get Think and Grow Rich or another book from my recommend list, and be sure to get started checking off the books you want to read with your free book from Audible! Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America’s Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom. (Some links are affiliate links. There is no additional cost to you.)
11 min
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