NYCPA Trusted Professional Podcast

In this episode of the Trusted Professional Podcast, host Calvin Harris Jr. speaks with Peter Olinto, a seasoned CPA, CFA, and JD, about his extensive journey in the accounting and finance fields.

They discuss the evolution of the CPA exam, the importance of credentials, the challenges faced by accounting professionals, and the impact of technology on the industry. Peter shares insights on the necessity of sales skills in public ac...

In this episode of the Trusted Professional Podcast, Lexi Weber discusses her journey into the accounting profession, the challenges faced by accountants today, and the impact of technology and AI on the industry. She emphasizes the importance of mentorship and communication in supporting the next generation of accountants and shares insights on the AICPA's Rise 2040 project, which aims to envision the future of the profession. Lex...

In this episode of the Trusted Professional Podcast, host Calvin Harris Jr. speaks with Julianne Gutierrez, a CPA with over 19 years of experience in accounting and finance. They discuss Julianne's journey into accounting, her career progression, the challenges faced in the profession, and the misconceptions surrounding accountants. Julianne shares her insights on the importance of leadership and retention in accounting, as well as...

In this episode of the Trusted Professional Podcast, Byron Patrick shares his journey from a young entrepreneur delivering newspapers to a CPA passionate about leveraging technology in the accounting profession. He discusses the evolution of technology in accounting, the importance of human skills, and the misconceptions surrounding the role of accountants, especially in the age of AI. Byron emphasizes the need for CPAs to build re...

In this episode of the Trusted Professional Podcast, Calvin Harris Jr. speaks with Stacey Ryan-Cornelius, the Global Chief Financial Officer at Burson. They discuss Stacey's journey into accounting, the evolving role of the CFO, the impact of technology and AI on the profession, and the importance of communication and leadership in finance. Stacey emphasizes the need for accountants to be seen as strategic partners rather than just...

In this episode of the Trusted Professional podcast, Calvin Harris Jr. speaks with Mike Quinn, a CPA and CFO in the not-for-profit sector. They discuss Mike's journey into accounting, the challenges faced in the profession, the impact of AI on accounting practices, and the importance of continuous learning. Mike shares his experience of becoming a Chartered Accountant in Ireland and reflects on the value of CPAs in practice. The co...

In this episode of the Trusted Professional Podcast, Kevin Matz, President of the New York State Society of CPAs, shares his unique journey from aspiring musician to a prominent figure in the accounting profession. He discusses the importance of professional committees, the challenges facing the accounting industry, and the need for financial education. Matz emphasizes the role of community and innovation in shaping the future of a...

In this episode of the Trusted Professional Podcast, Jack Castonguay discusses his journey into accounting, the challenges facing the profession, and the importance of public engagement. He emphasizes the need for innovation and interdisciplinary approaches in accounting education and practice, while also sharing insights on the evolving role of technology in the field. Jack's passion for running and his upcoming marathon plans ser...

In this episode of the Trusted Professional Podcast, David Samayoa shares his inspiring journey from an international business major to becoming a recipient of the Elijah Watt Sells Award. He discusses the importance of the CPA exam, his study strategies, and the challenges facing the accounting profession today. David emphasizes the need for greater awareness of accounting careers and the potential impact of AI on the industry. He...

In this episode of the Trusted Professional Podcast, Scott Krug, CFO of the New York Yankees, shares insights from his extensive career in accounting and finance. He discusses his journey into the accounting profession, the challenges faced by accountants today, and the importance of understanding business beyond just numbers. Scott emphasizes the value of hard work and offers advice for aspiring accountants, highlighting the impac...

In this episode, Calvin Harris Jr. interviews Bob Huether, a CPA and Executive Director of SEC Reporting at Estee Lauder. Bob shares his unique journey into the accounting profession, starting from an internship at National Grid to his current role overseeing SEC reporting. He discusses the importance of industry experience, the dynamics of working in a large corporation, and the challenges facing the accounting profession, particu...

In this episode of the Trusted Professional Podcast, Calvin Harris Jr. speaks with Andy Mintzer, a forensic accountant with extensive experience in accounting standards and ethics. They discuss Andy's journey into accounting, the challenges facing the profession, the impact of ESG (Environmental, Social, and Governance) reporting, and the role of technology in shaping the future of accounting. Andy emphasizes the importance of main...

In this episode, Calvin Harris Jr. interviews William Huether, a CPA with a unique journey from skateboarding to accounting. Bill shares his experiences in both private and public accounting, the importance of networking and mentorship, and discusses the challenges and opportunities facing the accounting profession today, particularly in light of technological advancements.

William and Calvin discuss the evolving role of accountants...

In this engaging conversation, Kirthi Mani, Chief People Officer at CLA, shares her journey into the accounting profession, emphasizing the importance of storytelling in accounting and the need for work-life balance. She discusses the challenges facing the profession, including misconceptions about salaries and the impact of AI. Kirthi highlights the importance of independence in firms and the need to transform the accounting profe...

In this episode of the Trusted Professional podcast, Calvin Harris Jr. interviews Taylor Van Slyck, an accounting professional specializing in CFO advisory services. Taylor shares her unexpected journey into accounting, her experiences in the profession, and the challenges it faces, particularly regarding the perception of accountants. She emphasizes the importance of education and mentorship in attracting new talent to the field a...

In this episode of the Trusted Professional Podcast, host Calvin Harris Jr. engages in a profound conversation with Kimberly Ellison-Taylor and Okorie Ramsey, two trailblazers in the accounting profession. Ellison-Taylor and Ramsey are the only two Black CPAs to have both served as chair of the American Institute of CPAs (AICPA).

They share their personal journeys into accounting, discuss the challenges facing the profession today, ...

In this episode of the Trusted Professional Podcast, Calvin Harris Jr. speaks with Nadia Maria Matthie, an experienced financial services audit partner. They discuss Nadia's journey into accounting, the importance of mentorship, and the challenges faced in the accounting profession, including branding, retention, and cyber threats. Nadia emphasizes the need for exposure to the profession for young people, particularly from underrep...