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Episodes
The newest 20 of 112 episodes
- Balancing the Future Ep. 41 - Make Your Money Work: A Practical Investing Framework with Alex Roca · 44 min · Episode 112Alex Roca, a CFP at Fidelity and host of Women Talk Money, joins Chris Mitchell to demystify investing for real life. She shares her unconventional path into finance, why…
- Balancing the Future Ep. 40 - Prompting Your Future: AI Tools for Career Advancement with Kaplan Mobray · 44 min · Episode 111AI isn't a trend—it's becoming the currency of work. In this episode of Balancing the Future, leadership coach and author Kaplan Mobray breaks down why AI literacy is now…
- BAP Ep. 9 - The Brain in the Room Part 1: Brain-Friendly Conversations as a Leadership Practice with Heather Esposito · 55 min · Episode 110Heather Esposito, founder of Movora Strategies, joins host Chris Mitchell as part of a series to unpack the neuroscience behind "brain-friendly" communication. They explore how…
- Tax News Now Ep. 23 - Think Before You File: Influencer Income, Entity Structure, and the Future of Tax Advisory with Marit Burmood · 1 h 4 min · Episode 109In this episode of the Tax News Now Podcast, Mark Gallegos and his guest, Marit Burmood, CPA, Enrolled Agent, and founder of Flair Financial, explore her journey from…
- Balancing the Future Ep. 39 - A Seat at the Table: Earning Influence in Corporate Life with Marvin Chiddick · 55 min · Episode 108Marvin Chiddick, a seasoned finance executive, shares how a single college event sparked a 35+ year career—and how being a first-generation professional shaped his drive…
- Balancing the Future Ep. 38 - The CPA Exam Mindset Every Candidate Needs with Blake Carroll · 42 min · Episode 107What does it really take to pass the CPA exam today? In this episode, CPA exam coach Blake Carroll breaks down why most candidates don't fail from lack of intelligence—they…
- Cool Careers in Accounting Ep. 39 - Public Accounting's Hidden Specialty: Real Estate Tax Credits with Nic Mathias · 46 min · Episode 106What do affordable housing, solar fields, and historic rehabs have in common? Tax credits—and a fast-growing niche in public accounting. In this episode, CohnReznick partner Nic…
- Balancing the Future Ep. 37 - Sarbanes-Oxley Without the Burnout: A Better Internal Audit Model with Ian Burnett · 50 min · Episode 105Is SOX 404 helping internal audit—or hijacking it? In this conversation, Ian Burnett, Managing Director at Sirius Solutions, and host Chris Mitchell revisit the chaos of early…
- Tax News Now Ep. 22 - Never Stop at Formation Day: How the Right Entity Choice Evolves with Your Business with Tony Nitti · 1 h 18 min · Episode 104In this episode of the Tax News Now Podcast, Mark Gallegos and his guest, Tony Nitti, Partner in EY's National Tax Office, for a wide-ranging conversation on entity choice and…
- BAP Ep. 8 - An Insider Tour of Oil & Gas Accounting with Rayna Kordonowy · 48 min · Episode 103Rayna Kordonowy, CFO at United Energy, joins us to unpack the story behind North Dakota's 75 years of oil production—and the next big push: "Crack the Code 2.0." She explains how…
- Cool Careers in Accounting Ep. 38 - The Bold Moves That Built a Modern Accounting Firm with Matt Fargo · 1 h 0 min · Episode 102Matt Fargo joins host Mike Potenza to share how he went from an entry-level CPA to co-founding Kurtz Fargo and growing it into Colorado's largest locally owned accounting firm…
- Cool Careers in Accounting Ep. 37 - Leading Through Transformation: How to Build a CFO Toolkit with John Szczepanski · 52 min · Episode 101How do you go from graduating into a recession to becoming CFO of a publicly traded retailer? John Szczepanski shares the real story: the 200-resume grind, pivoting from audit to…
- Tax News Now Ep. 21 - Tariffs, Taxes, and the Post-Midterm Playbook with Kasey Pittman · 1 h 12 min · Episode 100In this episode of the Tax News Now Podcast, Mark Gallegos and his returning guest, Kasey Pittman, Managing Director of Tax Policy at Cherry Bekaert, break down what Congress can…
- Cool Careers in Accounting Ep. 36 - Chance Encounters and Big Outcomes: How Accounting Opens Doors with President Joseph Echevarria · 51 min · Episode 99Joe Echevarria went from a South Bronx childhood to the CEO of Deloitte—and now President of the University of Miami. In this candid interview, he shares the two chance moments…
- Balancing the Future Ep. 36 - Internal Audit Transformation: Building AI Savvy Teams and Smarter Assurance with Justin Van Beek · 39 min · Episode 98What happens when internal audit has to move at corporate speed—and stay credible across third-party risk, compliance, and cybersecurity in the same day? Justin Van Beek shares a…
- Cool Careers in Accounting Ep. 35 - A Look Inside The World of Oil & Gas Accounting with Rayna Kordonowy · 55 min · Episode 97What does it take to build an accounting or finance career in one of the most volatile industries in the world? CFO Rayna Kordonowy shares how she went from small-town Montana…
- Tax News Now Ep. 20 - Permanent Until It Isn't: Navigating Tax Complexity in a Post-HR1 World with Damien Martin · 1 h 13 min · Episode 96In this episode of the Tax News Now Podcast, Mark Gallegos and his guest, Damien Martin, Partner at Ernst & Young, mark the one-year anniversary of HR1 (the One Big Beautiful…
- BAP Ep. 7 - The Advisor Leap Part 5: The Advisor Leap and the AI Question with Heather Esposito · 49 min · Episode 95AI isn't just changing accounting workflows—it's changing what clients need most from their advisors. As part of a five-part series, Heather Esposito joins us to reframe the fear…
- BAP Ep. 6 - The Advisor Leap Part 4: The Relationship Is The Product with Heather Esposito · 41 min · Episode 94In this episode of a five-part series, Chris Mitchell and leadership coach Heather Esposito unpack why technical excellence alone isn't enough—and how "relationship is the…
- BAP Ep. 5 - The Advisor Leap Part 3: Compliance Mindset vs. Advisory Judgment with Heather Esposito · 48 min · Episode 93Heather Esposito, founder of Movora Strategies, joins us as part of a five-part series to explain why accountants are wired for a "compliance mindset"—certainty, patterns, fast…
