Skip to content
AICPA-CIMA
  • AICPA & CIMA:
  • Home
  • CPE & Learning
  • My Account
Journal of Accountancy
  • TECH & AI
    • All articles
    • Artificial Intelligence (AI)
    • Microsoft Excel
    • Information Security & Privacy

    Latest Stories

    • Use Excel dynamic arrays to build a revenue-testing schedule that auto-refreshes
    • Optimize Windows 11 with these 8 settings tweaks
    • Elder fraud rises as scammers use AI
  • TAX
    • All articles
    • Corporations
    • Employee benefits
    • Individuals
    • IRS procedure

    Latest Stories

    • IRS tapped Inflation Reduction Act funds to cover 2025 filing season, watchdog says
    • Ways to de-risk concentrated stock portfolios
    • Transfer of for-profit colleges to nonprofit entity held to be bargain sale
  • PRACTICE MANAGEMENT
    • All articles
    • Diversity, equity & inclusion
    • Human capital
    • Firm operations
    • Practice growth & client service

    Latest Stories

    • IRS tapped Inflation Reduction Act funds to cover 2025 filing season, watchdog says
    • Americans’ financial optimism edges higher, but worries remain
    • SEC accepting Professional Accounting Fellow applications
  • FINANCIAL REPORTING
    • All articles
    • FASB reporting
    • IFRS
    • Private company reporting
    • SEC compliance and reporting

    Latest Stories

    • SEC proposes amendments to small entity definitions
    • Key signals from the SEC-PCAOB conference point to a busy new year
    • New SEC chair to CPAs: ‘Back to basics’
  • AUDIT
    • All articles
    • Attestation
    • Audit
    • Compilation and review
    • Peer review
    • Quality Management

    Latest Stories

    • Audit report card: More internal audit teams suffered cuts in 2025
    • Auditing Standards Board proposes changes to attestation standards
    • Change at the top: PCAOB will feature new chair, 3 new board members
  • MANAGEMENT ACCOUNTING
    • All articles
    • Business planning
    • Human resources
    • Risk management
    • Strategy

    Latest Stories

    • Audit report card: More internal audit teams suffered cuts in 2025
    • Optimism, while tempered, is up among finance leaders
    • AI early adopters pull ahead but face rising risk, global report finds
  • Home
  • News
  • Magazine
  • Podcast
  • Topics
Advertisement
  1. newsletter
  2. Cpa Insider
CPA INSIDER

Tips for finding and securing a mentor

Mentors offer guidance on everything from careers to industry changes.

By Dawn Wotapka
June 3, 2019

Please note: This item is from our archives and was published in 2019. It is provided for historical reference. The content may be out of date and links may no longer function.

Related

May 20, 2019

Gain the confidence to pitch ideas at work

March 1, 2019

Mentoring tax staff

January 14, 2019

CPAs reveal their favorite mentors

TOPICS

  • Professional Development
    • Communication

You’ve heard it a lot: Having a mentor is good for your career. But how do you find one? And how do you ask someone to provide this valuable service?

“It can be awkward,” said David Galowich, founder and CEO of Terra Firma Leadership LLC, a professional development organization based in Chicago. “We’re not wired to say, ‘You’re better at something than I am and I need help.'”

But if you want to be enriched from the guidance and counsel a mentor can offer, that’s exactly what you need to do. Here’s how you can secure a mentor:

Open yourself up. It may seem simple, but the first step is to realize that you’re ready. That can be difficult because “it all starts with vulnerability,” said Galowich. To work with a mentor, you have to open yourself to outside opinions and criticisms, which may not always be easy to hear.

Meanwhile, don’t worry that it is too early or too late in your career, said Melissa Shipman, CPA, a vice president of managed business services for staffing firm Robert Half in Houston. People just starting out can be helped, as can someone with decades of experience. “There can be so many benefits all along the stages of your career,” said Shipman, who has had at least 10 mentors over the years.

Identify candidates. Many workplaces offer formal mentor programs, so consider beginning your search with a manager or human resources, Shipman said. Someone you respect within your workplace could offer guidance about navigating the nuances of your office’s culture and internal politics. Or a peer from a professional organization whom you’ve heard speak or with whom you’ve worked on a professional activity could help with questions about shifting jobs, the future of the profession, and more. With whomever you forge a mentor relationship, be sure it’s a person you can trust with your private thoughts and confidences, Shipman advised.

Make the ask. Once you identify a candidate, make sure you feel a connection and think about how to best approach him or her. For the formal route, Galowich suggests something like: “I’ve really enjoyed learning from you. Can we get more of a formal mentorship going?”

Advertisement

Keep in mind that being mentored can be as simple as learning from another person, so if the word “mentor” feels too formal, make the request more casual, Shipman advised. For someone you’ve met from outside your organization, you might suggest coffee or lunch and say something like: “I’d love to pick your brain on a few things.” Another approach she suggested is: “It meant a lot to me what you were sharing. It resonated with me. I’d love to have your insight into my career.” If that first encounter goes well, you can then pursue a mentor/mentee relationship.

While most people will consider a mentoring request a compliment, don’t be put off or give up on finding a mentor if that person declines your request. “In today’s day and age, people may say ‘no,'” Galowich said. “They just don’t have the bandwidth.”

Consider multiple mentors. Meanwhile, don’t be afraid to have more than one mentorship going at once, said Shipman. One may be more focused on your corporate life, while another could be the go-to for discussions about how to navigate a changing industry or how to serve on a professional board. Someone else could be an expert on achieving work/life integration or whether to pursue an advanced degree. “If you’re clear what your objective is with each mentor and they’re not overlapping, I don’t think it’s confusing,” Galowich said.

Keep the connection. Some mentor-mentee relationships have a defined length, say six months or a year, while others may go on indefinitely, said Galowich, who favors more structured formats that specify a time span. You and the mentor can determine that and decide how often you’ll connect, depending on timing and what feels natural.

While it’s fine to outgrow a relationship and formally or informally end it, don’t lose the connection, because you never know when your paths may cross again. “The good news is if it’s someone you truly enjoy working with, you’re going to stay in touch with them,” Galowich said.

Dawn Wotapka is a freelance writer based in Atlanta. To comment on this article or to suggest an idea for another article, contact Chris Baysden, JofA associate director, at Chris.Baysden@aicpa-cima.com.

Advertisement

latest news

April 3, 2026

IRS tapped Inflation Reduction Act funds to cover 2025 filing season, watchdog says

April 2, 2026

Americans’ financial optimism edges higher, but worries remain

April 1, 2026

SEC accepting Professional Accounting Fellow applications

March 31, 2026

PCAOB seeks comment on strategic priorities

March 27, 2026

IESBA to assess need for standards on alternative practice structures

Advertisement

Most Read

How will accountants learn new skills when AI does the work?
IRS Dirty Dozen adds new capital gains scheme for 2026
What CPAs should know about Trump accounts
Excel’s Dark Mode: A subtle change that makes a big difference
IRS proposes regulations for Trump accounts, pilot program
Advertisement

Podcast

April 2, 2026

Liability lessons on documentation, high-profile clients, CAS engagement letters

March 26, 2026

The surprising way one CFO grows her network and her knowledge

March 19, 2026

Ancient Greece to AI: The past and future of bank fraud

Features

Elder fraud rises as scammers use AI
Elder fraud rises as scammers use AI

Elder fraud rises as scammers use AI

How to protect nonprofits from hidden fraud risks
How to protect nonprofits from hidden fraud risks

How to protect nonprofits from hidden fraud risks

Ways to de-risk concentrated stock portfolios
Ways to de-risk concentrated stock portfolios

Ways to de-risk concentrated stock portfolios

How are finance teams really using AI and automation?
How are finance teams really using AI and automation?

How are finance teams really using AI and automation?

ALSO FEATURED

How to protect nonprofits from hidden fraud risks

CPAs can help not-for-profits spot the red flags of common schemes, so they can take steps to tighten controls and reduce exposure.

From The Tax Adviser

March 31, 2026

Current developments in taxation of individuals: Part 1

March 31, 2026

Current Developments in Taxation of Individuals: Part 1

March 31, 2026

Considerations for intergenerational split-dollar arrangements

March 6, 2026

Navigating the Form 1099-DA reporting maze

MAGAZINE

April 2026

April 2026

April 2026
March 2026

March 2026

March 2026
February 2026

February 2026

February 2026
January 2026

January 2026

January 2026
December 2025

December 2025

December 2025
November 2025

November 2025

November 2025
October 2025

October 2025

October 2025
September 2025

September 2025

September 2025
August 2025

August 2025

August 2025
July 2025

July 2025

July 2025
June 2025

June 2025

June 2025
May 2025

May 2025

May 2025
view all

View All

http://JofA_Default_Mag_cover_small_official_blue

PUSH NOTIFICATIONS

Learn about important news

This quick guide walks you through the process of enabling and troubleshooting push notifications from the JofA on your computer or phone.

CPA LETTER DAILY EMAIL

CPA Letter Logo

Subscribe to the daily CPA Letter

Stay on top of the biggest news affecting the profession every business day. Follow this link to your marketing preferences on aicpa-cima.com to subscribe. If you don't already have an aicpa-cima.com account, create one for free and then navigate to your marketing preferences.

Connect

  • X Logo JofA on X
  • facebook JofA on Facebook

HOME

  • News
  • Monthly issues
  • Podcast
  • A&A Focus
  • PFP Digest
  • Academic Update
  • Topics
  • RSS feed rss feed
  • Site map

ABOUT

  • Contact us
  • Advertise
  • Submit an article
  • Editorial calendar
  • Privacy policy
  • Terms & conditions

SUBSCRIBE

  • Academic Update
  • CPE Express

AICPA & CIMA SITES

  • AICPA-CIMA.com
  • Global Engagement Center
  • Financial Management (FM)
  • The Tax Adviser
  • AICPA Insights
  • Global Career Hub
AICPA & CIMA

© 2026 Association of International Certified Professional Accountants. All rights reserved.

Reliable. Resourceful. Respected.