Welcome to an exciting new season of the podcast Your Career: Choice or Chance? - as we dive into the ever-evolving world of GenAI in the Workplace and explore the latest trends, experiences, and career journeys shaping the future of work as AI is increasingly ingrained in it. Each episode provides fresh insights, addressing the transformative influence of GenAI in shaping the workforce of tomorrow, making it a must-listen for anyone interested in staying ahead in the ever-evolving world of ...
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continue reading
Content provided by Rosey Flaherty, CPA, MSA, Rosey Flaherty, CPA, and MSA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rosey Flaherty, CPA, MSA, Rosey Flaherty, CPA, and MSA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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Ep.77: Deliver Results—No Matter Your Role
Manage episode 480724808 series 3372452
Content provided by Rosey Flaherty, CPA, MSA, Rosey Flaherty, CPA, and MSA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rosey Flaherty, CPA, MSA, Rosey Flaherty, CPA, and MSA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Hey everyone, Rosey Flaherty here!
🎧 In this episode, I sit down with Jeff Wilson II, CPA, founder of The W2 Group and a dynamic voice in the accounting world. Jeff shares how his diverse experiences—from auditing prisons to economic analysis—shaped his leadership style and entrepreneurial journey.
Whether you're in public accounting, exploring leadership roles, or just starting out, Jeff’s story will inspire you to deliver results, lead with purpose, and stay authentic in your career.
✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa
00:00 – Introduction to Jeff Wilson II and His Journey: Introduction to Jeff Wilson II, where his background and career journey are discussed.
06:04 – Career Aspirations: From CFO to CEO: Jeff talks about his career aspirations, transitioning from CFO to CEO.
11:51 – Leading Projects in College: A Unique Experience: Jeff shares his experience leading projects during college, providing early leadership insights.
18:09 – KPMG Experience: Auditing Prisons: Jeff discusses his unique experience auditing prisons during his time at KPMG.
24:06 – Transitioning from Audit to Economic Analysis: Jeff explains his transition from auditing to economic analysis and how his skills translated.
34:14 – Transitioning to the Bureau of Economic Analysis: Jeff talks about his move to the Bureau of Economic Analysis and his role there.
39:49 – Building a Network in the CPA Community: Jeff discusses the importance of networking within the CPA community and shares tips on how to build connections.
45:28 – Challenges in Entrepreneurship: Jeff highlights the challenges faced in entrepreneurship and the lessons learned along the way.
51:57 – Balancing Work and Personal Life: Jeff offers advice on maintaining a healthy balance between work and personal life.
🎧 Subscribe for more powerful conversations around growth, leadership, and building a meaningful career in finance.
💬 Drop a comment if Jeff’s story resonated with you—we’d love to hear your thoughts.
👍 Like & Share this episode with someone who's ready to grow into leadership.
#podcast #jeffwilson #roseyflaherty #cpalife #episode77 #leadership #accountingjourney #careeradvancement #resultsdriven #professionaldevelopment #entrepreneurship #careergoals
77 episodes
Share
Manage episode 480724808 series 3372452
Content provided by Rosey Flaherty, CPA, MSA, Rosey Flaherty, CPA, and MSA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rosey Flaherty, CPA, MSA, Rosey Flaherty, CPA, and MSA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Hey everyone, Rosey Flaherty here!
🎧 In this episode, I sit down with Jeff Wilson II, CPA, founder of The W2 Group and a dynamic voice in the accounting world. Jeff shares how his diverse experiences—from auditing prisons to economic analysis—shaped his leadership style and entrepreneurial journey.
Whether you're in public accounting, exploring leadership roles, or just starting out, Jeff’s story will inspire you to deliver results, lead with purpose, and stay authentic in your career.
✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa
00:00 – Introduction to Jeff Wilson II and His Journey: Introduction to Jeff Wilson II, where his background and career journey are discussed.
06:04 – Career Aspirations: From CFO to CEO: Jeff talks about his career aspirations, transitioning from CFO to CEO.
11:51 – Leading Projects in College: A Unique Experience: Jeff shares his experience leading projects during college, providing early leadership insights.
18:09 – KPMG Experience: Auditing Prisons: Jeff discusses his unique experience auditing prisons during his time at KPMG.
24:06 – Transitioning from Audit to Economic Analysis: Jeff explains his transition from auditing to economic analysis and how his skills translated.
34:14 – Transitioning to the Bureau of Economic Analysis: Jeff talks about his move to the Bureau of Economic Analysis and his role there.
39:49 – Building a Network in the CPA Community: Jeff discusses the importance of networking within the CPA community and shares tips on how to build connections.
45:28 – Challenges in Entrepreneurship: Jeff highlights the challenges faced in entrepreneurship and the lessons learned along the way.
51:57 – Balancing Work and Personal Life: Jeff offers advice on maintaining a healthy balance between work and personal life.
🎧 Subscribe for more powerful conversations around growth, leadership, and building a meaningful career in finance.
💬 Drop a comment if Jeff’s story resonated with you—we’d love to hear your thoughts.
👍 Like & Share this episode with someone who's ready to grow into leadership.
#podcast #jeffwilson #roseyflaherty #cpalife #episode77 #leadership #accountingjourney #careeradvancement #resultsdriven #professionaldevelopment #entrepreneurship #careergoals
77 episodes
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Similar to CPA CAREER PATHS
Welcome to an exciting new season of the podcast Your Career: Choice or Chance? - as we dive into the ever-evolving world of GenAI in the Workplace and explore the latest trends, experiences, and career journeys shaping the future of work as AI is increasingly ingrained in it. Each episode provides fresh insights, addressing the transformative influence of GenAI in shaping the workforce of tomorrow, making it a must-listen for anyone interested in staying ahead in the ever-evolving world of ...
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
Awarded Best of Apple Podcasts, The $100 MBA Show delivers practical business lessons for the real world. These no fluff episodes are packed with only the pure business building training you want. Omar Zenhom shares lessons, strategies and insights from 20+ years of entrepreneurship. He’s bootstrapped two multi-million dollar businesses (and several smaller businesses, too). Join him for short, actionable lessons on how to do everything from validating your idea, to audience-building and mar ...
…
continue reading
1
The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
Brian Burns
10k279
No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
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