Dominic R. Ortiz, CPA, CGMA
Dominic R. Ortiz, CPA, CGMA, is CEO of the Potawatomi Hotel & Casino in Milwaukee and a member of the AICPA board of directors.
Professional Development
‘Own your narrative’ and other advice from a Starbucks executive
CPA leader Tiffany Willis shares some of her dreams and her career journey in this podcast episode with transcript. Also, get caught up on two IRS-related news items.
The importance of ‘boss moves’ when making your next career step
A leadership consultant explains more about what she means by “boss moves,” why women are hesitant to apply for some jobs, and why managers should focus more on how employees are doing than on what they are doing.
CPA email closings: Go pro or add a personal touch?
Accounting professionals discuss the importance of email as a communication tool and the need to think about how their emails — including the closings — reflect on their and their firms’ professionalism. They say the messages should also consider the nature of the relationship they have with the other person.
CAQ increases diversity efforts with new initiative
The CAQ announced a strategic education initiative intended to expose students to careers in accounting, attract greater diversity and representation within the profession, and address barriers to entry from underrepresented and underserved groups.
Why CFOs have confidence in the midst of difficult economic times
A Deloitte partner with a CFO focus explains the main obstacles facing large-company CFOs now and why one indicator points to optimism about the future. Listen to his thoughts or read the full transcript.
4 ways to ‘break the bias’ and support women in your organization
Asking questions is a first step towards addressing the problem of gender inequity, says Tracey Walker of RSM US, who will share her experiences at this year’s AICPA & CIMA Women’s Global Leadership Summit.
What everyone can do to strengthen the next generation of CPAs
Firms, faculty, and CPAs all play crucial roles in promoting the profession to young people. Here are ways you can bolster the pipeline.
Kimberly Kirkendall, CPA
Kimberly Kirkendall, CPA, is president of international Resource Development Inc. in Cleveland.
Master the one-on-one meeting
Follow this advice for successful meetings with your direct reports.
Feeling stuck or overwhelmed? Advice to help ‘calm the storm’
Amber Setter, a former accountant and an International Coaching Federation-accredited professional certified coach, talks about signs someone may need to consider speaking with a professional about their mental health and what you can do if you notice these signs in someone else.
Advice for avoiding the data waterfall in presentations
An accounting professor and author with a background in corporate America shares considerations and key questions when it comes to parsing and presenting data.
How to follow up after a job interview
Here’s what today’s hiring personnel expect.
Why CPAs focused on the ‘core’ shouldn’t forget about exploring the ‘edge’
Hear an encore presentation of an entrepreneur and consultant’s thoughts on the CPA profession’s “really interesting inflection point” and his lessons from innovation leaders from around the world. The podcast also has a full transcript.
Susan M. Tillery, CPA/PFS
Susan M. Tillery, CPA/PFS, is president and co-founder of Paraklete Financial Inc. and co-owner of Financial Planning Advocate LLC, both in Kennesaw, Ga.
Making the partnership decision
Ask yourself — and your firm’s leaders — these essential questions.
Why growing knowledge is more important than proving knowledge
A firm managing director explains how he would approach the start of his career if he could begin again, what’s next for remote and hybrid work, and how organizations can ramp up risk management.
The 411 from Tom Hood on the future of finance
Hear a midsummer update on skills, finance leadership opportunities, and some of the focus areas of the Future of Finance Leadership Advisory Group in this podcast episode with transcript.
2024 CPA Exam Blueprints: The trends driving proposed changes
Get the rundown on changes proposed by the 2024 CPA Exam Blueprints, and why there’s a need for updates, in this podcast episode with transcript.
What new managers wish they’d known
CPAs offer advice to help leaders as they begin their management roles.
