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
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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
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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.
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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.
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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.
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