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The Green Apple Podcast: don't let professionalism suffocate your personality

“Recovering CPA” John Garrett talks with professionals who are shattering the stereotype by being known at work for a hobby or passion. Accountants, consultants, lawyers and other professionals are doing some really cool things after they leave the office. We discuss how these passions continue to impact their career in surprising ways.
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The Green Apple Podcast: don't let professionalism suffocate your personality
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Now displaying: Page 11
Mar 30, 2016

MB’s stained glass projects make for colorful client relationships

 

Several years ago, a friend invited MB (Mary Beth) to a stained glass workshop and now she can’t stop. And when the stained glass studio made the move to QuickBooks, you better believe they called MB first. So her passion led directly to a new client that she still has today.

In this episode, MB talks about how people sense when you’re not being true to yourself. When they sense this, it makes them not want to interact with you which could really hinder your ability to serve your clients well.

 

MB does QuickBooks consulting and training, having trained more than 12,000 QuickBooks users and accounts. Prior to this, she had a full-time tax and accounting practice. She is a CPA, CITP and Advanced QuickBooks ProAdvisor.

She has a BA in Psychology from the University of Dayton and an MS in Taxation from the University of New Haven.

John talks with

MB Raimondi

 

 
 
 
 

 

Other pictures of MB

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MB poses with Brad Smith, President & CEO of Intuit.

 

Teaching a QuickBooks workshop at the Scaling New Heights Conference.

 

MB’s favorite stained glass project.

 

MB’s links

 

Mar 23, 2016

Clients enjoy that John is a modern day George Plimpton

 

John Choe has played an inning of professional and he’s also tried out with an NHL team. And you better believe that clients and coworkers gravitate toward these stories, especially in the sports-obsessed stock picking world. One client compared John to George Plimpton, famous for his “participatory journalism”, where he would do an activity once and then write about it.

In this episode, he talks about how he used the skills he developed in the office to open the door to these professional sports opportunities and how it’s greatly increased his relationships at work. And if you’re in a place that doesn’t encourage this, you can still find a small group of the right people to do so.

 

John is a Security Analyst with FinArc Investments and responsible for researching, analyzing, and recommending stocks to the investment committee. Previously, he held research analyst positions at Liberty Mutual Group Asset Management, Inc. and State Street Global Advisors.

John earned a Bachelor of Science degree in materials science and engineering from the Massachusetts Institute of Technology (MIT) and an MBA from the Tuck School of Business at Dartmouth.

John talks with

John Choe

 

 
 
 
 

 

Other pictures of John

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John getting ready to make his professional baseball debut.

 

John gets an at-bat for the CornBelters in Bloomington-Normal, IL.

 

John tries out for goalie for the NHL’s Florida Panthers.

 

John’s links

Mar 17, 2016

Jim races his way to better coworker relationships

 

Jim Fahey, or “Captain Noncharge” as he’s been called, has a lot of hobbies — competitive Scrabble, fly fishing, visiting Major League Baseball stadiums, driving remote control cars and autocross. He’d be enough to fill three episodes but we crammed it all into this episode. And the next time I visit Ohio, I’m going to get a test ride in Jim’s Toyota MR2.

Jim talks about a really cool activity he’s doing every month with the staff at HBK to help reinforce the Green Apple message.

 

Jim Fahey is the Chief Learning Officer at HBK CPAs & Consultants. He has many years of CPA firm experience working in human resources, recruiting, training and development, technology and practice management — working for everything from a small local firm, then a regional firm and now a Top100 national firm.  This broad experience helps him understand the unique needs of the staff.

Jim obtained his bachelor’s degree in Business Management, Human Resources from the University of Akron.

 
 
 

 

Other pictures of Jim

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Jim attends an Autocross event with his HBK co-worker Rob.

 

There are many things hanging in Jim’s office, including this Scrabble board.

 

Jim’s Toyota MR2.

 

Jim’s links

Mar 9, 2016

Jody’s being radical develops stronger coworker relationships

 

Jody Padar wrote the book that started the revolution of new generation accounting professionals. And she hasn’t looked back since, continuing to radicalize others. And when she’s not doing that, she swims competitively through the Illinois Masters Swimming Association.

Jody talks about making friends involves being a friend first. Don’t be afraid to be vulnerable because that’s when goods things happen. And most importantly, we talk about how watching the Kardashians is good for bonding with coworkers.

 

Jody Padar is the CEO and principal of the Chicago-based firm New Vision CPA Group, which she transformed into a technologically advanced, paperless work environment. She is a regular contributor to a number of industry publications, including CPA Trendlines, and has been named by Accounting Today as “the Top 100 Most Influential to the Profession” for four years in a row.

Jody has a BBA from Saint Mary’s College and her MST from Northern Illinois University.


 
 

 

Other pictures of Jody

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Jody speaks with CPAs Gone Wild at SXSW.

 

Jody’s Radical CPA platform is changing the accounting profession.

 

At the CCH Connections User Conference with Teresa Mackintosh, Elvis and Marilyn.

 

Jody’s links

Mar 2, 2016

Misty’s Junior Leagues creates better coworker relationships

 

When it comes to volunteering, Misty Geer is a pro. Now she’s focused her energy on the Junior Leagues and this has helped her develop presentation skills she uses in her job and many more connections both in and out of work. And all of this helps her become more human to her coworkers.

Misty talks about how others reacted to her when she started sharing her passions at work. She also brings up an excellent point that talking only about yourself could be counterproductive, so be sure to use your sharing as a way to get others to open up as well.

 

Misty Geer is an Accounting Supervisor with Halliburton performing managerial accounting functions for the Rockies Area.  Previously, she worked as an auditor for Postlethwaite & Netterville before moving into industry with CARBO Ceramics.

Misty obtained her bachelor’s degrees from Southeastern Louisiana University and her MBA from Florida State University and is a CPA and CGMA.


 
 

 

Other pictures of Misty

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Misty and the Junior League volunteer to update a women’s shelter.

 

Misty helps others paint at a women’s shelter.

 

Misty and the Junior League gathered over 1k pounds of food in their last food drive.

 

Misty’s links

Feb 24, 2016

Kevin relays his way to better client relationships

 

When he’s not using his business valuation skills, you can find Kevin running around the country on a 200 mile Ragnar Relay or interviewing rock stars as a Beat Writer for AXS Entertainment.

Kevin is a Shareholder and the Director of Valuation Services for Brueggeman and Johnson Yeanoplos, P.C. in Tucson, AZ. He was inducted into the AICPA Business Valuation Hall of Fame in 2010, recognizing fewer than 30 individuals whose lifetime achievements and contributions have significantly advanced the valuation discipline and have enhanced the valuation profession for CPAs. We met after I presented at an AICPA conference last year so it’s nice to talk with him again here.

 

Kevin graduated Magna Cum Laude from the University of Utah, is a Certified Public Accountant Accredited in Business Valuation and Certified in Financial Forensics and was in the charter class of those earning the ABV credential and the CFF credential.


 

 

Other pictures of Kevin

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Kevin talks with Jeff Bridges.

 

John Mayer poses with Kevin after an interview.

 

Kevin poses with Sting before a concert.

 

Kevin running his leg of the Ragnar Del Sol.

 

Kevin posing after the Pat’s Run for the Pat Tillman Foundation.

 

Kevin carrying the baton in the Wasatch Back Ragnar Relay.

 

Kevin’s links

Feb 10, 2016

Randy rocks his way to better client relationships

 

All the Partners at Anton Collins Mitchell have website headshots that show their hobbies or passions. When Randy became a Partner, golf was already taken so he had to dig into his past to bring out his guitar. By opening up a little about his college guitar playing days, clients began asking him to jam with them. That’s when he had to admit that he needed to practice quite a bit before taking the stage with them, which shows that you don’t have to be proficient in your hobby to share it with others. You just have to be passionate about it.

I talk with Randy about how Anton Collins Mitchell uses a Fun Calendar to encourage staff to develop stronger relationships with others that share the same passions. And how, as a Partner, he looks for people who are eager to continue to grow — which is only enhanced by bringing your hobbies and passions to work.

 

Randy graduated with a degree in Accounting from University of Northern Colorado and has worked in public accounting ever since.


 
 

 

Other pictures of Randy

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Randy let’s loose on the golf course.

 

Randy poses with Blues Traveler after the NOCO Unify Suitcase Party fundraiser.

 

Randy’s Blues Traveler tattoo signed by lead singer John Popper.

 

Randy’s links

Feb 3, 2016

Caleb writes his way to better professional relationships

 

While Caleb Newquist no longer works in accounting, he is very busy being around it all the time. He’s the Founding Editor of Going Concern, easily the most talked about website about he accounting profession. Caleb is also the head of content for Accountingfly and the Founder of Yarn, a creative firm that serves the accounting profession.

I talk with Caleb about how his hobby became his passion, then his work, and now his job. And the friendships he’s developed since working from home have all stemmed from him talking about this.

 

Caleb graduated from a BBA at the University of Nebraska at Kearney and later a master’s in accounting from Colorado State University. He worked public accounting for 6 years before starting Going Concern.


 
 

 

 

     

 

Caleb’s links

Jan 27, 2016

Rumbi is the social butterfly between her many networks

Whether it's singing karaoke in front of thousands in Berlin, running the New York City Marathon or being a part of the New York African Film Festival, Rumbi is making connections.

I talk with Rumbi about how important developing relationships is for someone who started her own forensics accounting firm. Which is pretty impressive considering she admits to becoming an accountant "on accident".

Rumbi graduated from Mount Holyoke College in Massachusetts with a degree in Economics and Mathematics before going to study accounting at the University of South Africa. She worked for Big Four and industry before starting her own firm, Rock Financial Forensics in New York City.

She's also the editor of Figuring Financial Forensics where she discusses news and her views of the world of financial forensics.

 

 

Other pictures of Rumbi

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Rumbi participates in a panel at the New York African Film Festival.
Rumbi sings karaoke in front of over two thousand in Berlin.
Rumbi is getting ready to run another Brooklyn Half-Marathon.

 

Rumbi's links

 

Jan 13, 2016

Stuart jokes his way to better networking

 

Stuart Hack recently stepped on stage at the Improv Comedy Club and was big hit with his clients.

In this episode, we talk about how Stuart’s radio host days and stand-up comedy hobby have allowed him to be much better at networking to generate more business for his Firm. He spent many years working for accounting firms before taking a leap of faith to start his own practice, Hack Tax and Accounting Services.

 

Stuart has a Bachelors in Mathematics and a Masters in Accounting, both from the State University of New York at Albany. He’s got over 27 years of experience providing individuals and small businesses with tax and accounting needs.


 
 
 

 

Other pictures of Stuart

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Stuart on stage at the Improv Comedy Club.

 

Stuart cuts the ribbon at his new office.

 

Stuart speaking at the Chamber of Commerce.

 

Stuart’s links

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