Welcome to CPA Career Paths, Episode 69. Today, we’re joined by Alan Whitman—Strategy & Growth Advisor, CEO Coach, Investor, and PE Advisor. Alan shares his journey as a leader in the CPA profession, discussing leadership challenges, mindset shifts, and strategic growth. We also dive into work-life balance and key advice for young professionals looking to advance in their careers.
✨ 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 - The Challenges of Leadership – Navigating obstacles and tough decisions in leadership roles.
04:12 - Changing Mindsets: A Step-by-Step Approach – How to shift perspectives for personal and professional growth.
07:34 - Breaking the Mold: A Vision for Change – Innovating and challenging industry norms to drive progress.
11:09 - The Role of Strategy in Success – The importance of strategic thinking in achieving long-term goals.
13:10 - Key Traits of Successful People – Essential habits and characteristics of high achievers.
14:16 - Finding Balance in Life After a Busy Career – Managing work, family, and personal well-being after years in the field.
16:38 - Advice for Young Professionals – Practical tips for career growth and standing out in the CPA profession.
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