Seasoned professionals chatting about current accounting, audit, tax, and operational issues germane to tax-exempt entities including nonprofits, associations, employee benefit plans, labor unions, and other business enterprises.
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Cpa Group Podcasts
The Owner's Odyssey is a business podcast focused on exploring the unique journeys of real business owners co-hosted by Brook Gratia, Paul McCoy, and Zach Jones.
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SMSF News and Strategies Podcast Show
Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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The SMSF News and Strategy Podcast Show is a monthly podcast hosted by Chris Reed from Business Concepts Group (BCG). It includes discussions on all the latest news and issues around SMSF and Superannuation. The series provides information and education around the strategies now available to you and your SMSF and new strategies as they become available.
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We believe that mission driven organizations have the power to transform our economy by group purchasing.
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Candid discussions about cannabis inspired music, great past and upcoming concerts and the social implications of legalized cannabis. Old-school Grateful Dead fans, cannabis attorney Larry Mishkin share review past Grateful Dead concerts, discusses new music, shares music related news, concert updates and cannabis stories and his view of the industry. Produced By PodConx
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Welcome to The Accountant's Flight Plan, where we guide you toward building a top-tier CPA firm that you would want to buy. With over 20 years of working with accountants in mergers and acquisitions, Brannon Poe, CPA delves into engaging and vital topics with industry leaders. Unpacking everything from transition planning and accounting practice sales to practice management and firm development, Brannon equips you with the tools you need to build the practice of your dreams. Whether you are ...
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Beyond the Margins was created for you. To help you better understand how every decision you make has a financial impact on your business.While the bottom line is important, there are also things we need to address if we want to be successful in business and also at an individual level.Our goal is to unpack topics that will help you to make better financial decisions to grow your business but also grow and take care of yourself as an entrepreneur.
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SMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax Planning
Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
138
The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also h ...
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Hey, Creative! Are you ready to discuss profits, the money, the ways to make it happen? The profitable creative podcast is for you, the creative, how you define it. Videographers, photographers, entrepreneurs, marketing agencies. You get it. CEO of Core Group and author Christian Brim interviews industry experts, creative entrepreneurs and professionals alike who strive to be creative and make money at the same time. Sound like you? Tune in now. It's time for profit.
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Property Development Podcast Show
Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
116
The Master Class Property Development Podcast Series is hosted by Chris Reed from Business Concepts Group (BCG). The podcast series Master Class Course designed to guide through the property development process from pre-development planning to project completion. Topics covered includes Being Development Ready, Market Research, Financing and Attracting Investors, Due Diligence and Feasibility, Legal Documentation & Town Planning and Completion of Development.
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On the show you can expect to hear from everyone: from the intern, to the IT audit director, CAE and audit committee members because all of their opinions are important. We’ll talk about integrating tech into audit, how to get quick wins, the latest SOX guidance and whatever other topics the guests want to talk about and whatever you want to hear about. Be sure to subscribe to the show in whatever you’re listening to it on now and we’ll talk to you soon.
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Listen to the book that no civil services aspirant can avoid
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Welcome to the podcast dedicated to helping you grow your service business with Google Search Ads. Each week, we bring you actionable tips, insights, and updates to elevate your business through highly targeted search advertising. Whether you’re a freelancer, business owner, or anyone looking to get results with Google Ads, we break down strategies specifically for service businesses to maximize leads and conversions. Don’t get lost in the online ad jungle—hit subscribe, tune in, and let’s d ...
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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Welcome to the Real Estate Professional Status Podcast. Dive deep into the little understood yet powerful niche in real estate investing that every high-net-worth individual should know about. The Real Estate Professional Status (REPS). Tailored for affluent real estate investors and those looking to enter the space, this podcast provides a comprehensive guide on how to qualify for REPS and harness its benefits to supercharge your investments. Through engaging, conversational interviews with ...
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Welcome to LeaderSight- where we believe leadership is a people game. One that can be played by anyone, anywhere…because leadership is action by any party that helps your group meet its adaptive challenges. We bring you successful leaders who have something special, leadership wisdom- and put them in a position to share that with you, unfiltered. To offer you their insight, foresight, and maybe even some 20/20 leadership hindsight to help you on your leadership journey.
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Music Therapy is an existential podcast for musicians (and music fans!) Being a musician has never been easy, but in today’s over-saturated world, it feels more daunting than ever. With little money and murky paths to success, it’s no wonder musicians are struggling to find their place and value in the world. Musicians will find the Music Therapy podcast an indispensable and inspiring companion while navigating the ups and downs of creativity, the music industry, and mental health. Music fan ...
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The Power of Authenticity in Business | Michelle Griffin
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Send us a text PROFITABLE TALKS... In this episode of Profitable Creative, host Christian Brim and guest Michelle Griffin discuss the intricacies of personal branding, the importance of authenticity, and the challenges faced by entrepreneurs. They explore how to navigate the judgment monster, the significance of human connection in business, and th…
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IA on AI – How Finance Leaders Are Using AI and What Audit Can Learn
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9:34
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Links: Anthropic reports outages, Claude and Console impacted Charting the Future: How CFOs Are Navigating Change with Technology and Foresight Be sure to follow us on our social media accounts on: LinkedIn: https://www.linkedin.com/company/the-audit-podcast Instagram: https://www.instagram.com/theauditpodcast TikTok: https://www.tiktok.com/@theau…
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Hidden Tax Strategies, with CPA Tanner Adams - Replay
44:19
44:19
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Most business owners come into the financial game as the quarterback. They’re telling their CPA and financial advisor what they need and when they need it instead of working as a team to plan out a cohesive strategy. This needs to change. Listen to the latest episode of the podcast to learn why your business needs a financial team that works togeth…
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The Dark Side of Fame: An Entertainment Lawyer's Perspective | Steve Gallegos
48:37
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Send us a text PROFITABLE TALKS... In this episode of the Profitable Creative, host Christian Brim speaks with entertainment lawyer Steve Gallegos about his journey from the Marine Corps to the legal world, focusing on the challenges and realities of the creative industry. They discuss the often exploitative nature of the entertainment business, th…
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Ep 255: Follow the Risk w/ Richard Chambers (AuditBoard)
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This week on The Audit Podcast, we're joined by Richard Chambers, Senior Advisor of Risk and Audit for AuditBoard. Richard is celebrating his 50th anniversary as an auditor this month, making this the perfect time to reflect on lessons learned over his career. In this conversation, he shares advice for auditors at every stage, the mindset behind hi…
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Navigating the Digital Marketing Landscape with Enleaf | Adam Chronister
43:03
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Send us a text PROFITABLE TALKS... In this episode of the Profitable Creative, host Christian Brim speaks with Adam Chronister of Enleaf about the journey of entrepreneurship, the impact of COVID on business, and the importance of problem-solving in the entrepreneurial mindset. They discuss the transition from corporate jobs to full-time entreprene…
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IA on AI – Building Stronger AI Governance Frameworks
11:34
11:34
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Register for the 2025 Audit Analytics and AI Conference: https://theauditanalyticsconference.com/ Links: Warner Bros Sues Midjourney Over AI-Generated Characters Banks Pivot from GenAI Hype to Responsible AI AI Ethics Incidents Double Amid Soaring Adoption Be sure to follow us on our social media accounts on: LinkedIn: https://www.linkedin.com/comp…
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The 5 Billionaire Habits That Unlock Real Freedom
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Brian Skrobonja talks about the five habits billionaires live by, habits you can use to create your own financial freedom. Tune in to hear the benefits of having ruthless focus, how frugality with purpose can actually give you more freedom, and why you need to start looking at your life in decades instead of paychecks. Expect to hear practical idea…
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Mastering the Art of Selling | Sir Richard Moore
47:19
47:19
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Send us a text PROFITABLE TALKS... In this episode of the Profitable Creative, host Christian Brim speaks with Richard Moore, founder of Art of Sell, about the evolution of sales techniques and the importance of understanding buyer psychology. They discuss the transition from a lifestyle business to a scalable model, the emotional aspects of sellin…
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Ep 254: Emerging Leader Mentoring Program w/ Alex Rusate
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In this episode of The Audit Podcast, we’re joined by Alex Rusate, Senior Vice President and Director of Internal Audit at Arrow Financial, and former chair of the IIA’s Emerging Leaders Mentoring Program. Alex shares how the program began in 2019, grew so quickly that the IIA brought in full-time support, and has continued to thrive ever since. As…
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Private Equity Market Update in the Accounting Space: With Guest Morry Brown
1:01:19
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The Evolving Role of Private Equity In this special episode of The Accountant’s Flight Plan, Brannon meets with Morry Brown, regional market leader here at Poe Group Advisors, formerly of Goldman Sachs, to share a timely update on how private equity is impacting mergers and acquisitions in the accounting profession today.This was a live discussion …
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Unlocking Entrepreneurial Freedom | TJ Murphy
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Send us a text PROFITABLE TALKS... In this episode of the Profitable Creative, host Christian Brim speaks with TJ Murphy of Height Digital about the journey of entrepreneurship, the challenges faced by agency owners, and the importance of community and accountability in business. They discuss the impact of AI on marketing, the significance of clien…
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Ep 253: AI, Learning, and Leadership in Internal Audit w/ Jessica Rodgers (EY)
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In this episode of The Audit Podcast, we’re joined by Jessica Rogers, Global Internal Audit Leader at Ernst & Young. Jessica shares her journey to becoming a leader at one of the world’s largest professional services firms and what it really takes to reach that level. From her passion for continuous learning to her forward-thinking approach to AI, …
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SMSF NS 131: The latest ATO warnings on SMSF’s
20:08
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In this episode, we discussed the latest ATO warnings on SMSF’s. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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Links: The AI Oversight Gap: IBM's 2025 Data Breach Report Reveals Hidden Costs of Ungoverned AI EisnerAmper Survey Finds as Employees Embrace AI, Employer Oversight Lags AI startup reaped millions using bogus claims, FTC suit says Be sure to follow us on our social media accounts on: LinkedIn: https://www.linkedin.com/company/the-audit-podcast Ins…
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Four Big Financial Planning Mistakes Business Owners Make - Replay
12:42
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Entrepreneurs by nature are continuously occupied with running their business and wearing multiple hats throughout the day just to keep things running smoothly. Unfortunately, that leads entrepreneurs into making a number of common mistakes. Mistakes that damage the long-term success and potential of their business. Listen to the latest episode of …
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The Essential Guide to S-Corporations | Christian Brim
23:51
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Send us a text PROFITABLE TALKS... In this episode of the Profitable Creative, host Christian Brim delves into the complexities of S-Corporations, addressing common misconceptions and providing insights into the formation and maintenance of this business structure. He emphasizes the importance of asset protection, the necessity of consulting with t…
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How SDLI Can Provide Flexibility - Replay
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High income professionals face a unique situation when it comes to their retirement. You have the dual challenge of having your money tied up in your investments and also looming tax burdens once you retire. Listen to the latest episode of the podcast to learn about a Specially Designed Life Insurance policy, also known as a life insurance retireme…
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Mastering Personal Branding | Liam Darmody
52:37
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Send us a text PROFITABLE TALKS... In this episode of the Profitable Creative, host Christian Brim speaks with personal brand strategist Liam Darmody about the journey of transitioning from a corporate career to entrepreneurship. They discuss the challenges faced in setting expectations, the importance of building relationships in sales, and the sh…
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Ep 252: A Path to AGI w/ John Thompson (The Hackett Group Inc.)
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In this episode of The Audit Podcast, John Thompson returns to discuss his new book, The Path to AGI. With over 40 years in the field of artificial intelligence, John provides a grounded perspective on what AGI really means—and why it won’t arrive as quickly as many headlines suggest. John’s book: A Path to AGI Be sure to connect with John on Linke…
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Key Changes in the 2024 Uniform Guidance Revision
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Calibre Audit Partners Lila Leno and David Binstock break down the most significant changes to federal funding compliance in over a decade. Learn how the 2024 revision to the Uniform Guidance impacts thresholds, terminology, cost principles, and audit requirements—and what recipients should do now to prepare. Got a question? Contact us! For more Co…
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IA on AI – ChatGPT-5 Launch: What Internal Auditors Need to Know
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Open AI Finally Laucned ChatGPT 5 - heres everything you need to know Hackers Hijacked Google’s Gemini AI With a Poisoned Calendar Invite to Take Over a Smart Home Tesla ordered by Florida jury to pay $243 million in fatal Autopilot crash Be sure to follow us on our social media accounts on: LinkedIn: https://www.linkedin.com/company/the-audit-podc…
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The concept of investing is often associated only with money and the pursuit of wealth, but this Annuities are a popular thing these days… why is that the case? And are they a valid option for those planning their retirement? In this new episode of the Common Sense Financial Podcast, host Brian Skrobonja explores the world of annuities – from what …
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Ep 251: Practical Tips from a Chief Auditor on Driving Change w/ Rafael Kon (Mitsubishi Power)
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This week on The Audit Podcast, Rafael Kon, Chief Auditor at Mitsubishi Power, talks about how internal audit can stay connected to a company’s strategy while keeping controls strong. He shares how he uses automation and data to improve processes, why shorter and more practical audit reports can be more effective, and how his thinking on audit co-s…
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Former Seller Raffi Yousefian Talks About How Niching Down Transformed His CPA Firm
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33:46
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From A Big Four Firm to Entrepreneurship In this special episode of The Accountant’s Flight Plan, Brannon sat down with Raffi Yousefian, a NY/DC-based CPA and entrepreneur, to discuss his journey to building a thriving tax practice. Raffi began his career at EY before launching his own firm in 2016, growing rapidly before making the bold decision i…
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The Journey to Financial Epiphany | Scott Yamamura
42:57
42:57
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Send us a text PROFITABLE TALKS... In this episode, Christian Brim interviews Scott Yamamura, author of 'Financial Epiphany'. They discuss the importance of financial literacy, personal experiences with money, and the myths surrounding finance. Scott shares his journey towards understanding personal finance, the surprising truths he discovered, and…
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The Shocking Cost of College: How to Be Smart and Avoid a Tuition Trap
23:19
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Brian Skrobonja talks about the real cost of college—and why most families are dangerously unprepared. Tune in to learn how to fund your child’s education without sacrificing your retirement. Expect to hear eye-opening numbers, smarter strategies than 529 plans, and a flexible approach that keeps you in control, no matter what path your child takes…
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From Real Estate to Creative Agency | Wil Seabrook's Journey
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Send us a text PROFITABLE TALKS... In this episode of The Profitable Creative, host Christian Brim speaks with Will Seabrook, founder of Light Touch Media Group. They discuss Will's journey from the real estate industry to starting a creative agency, the evolution of online video, and the challenges of rapid growth in a changing market. Will shares…
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Ep 250: Process Improvement Starts with Curiosity w/ Genna Smith (RYAM)
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This week on The Audit Podcast, we’re joined by Genna Smith, Director of Internal Audit at RYAM. She believes process improvement starts with mindset, and that even the smallest changes can lead to real impact. In this episode, she shares how she’s using tools like ChatGPT to build SOPs from the ground up, standardize processes, and support her tea…
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#31 - Diving into the Alpha/Beta Shopping Ads (Ecommerce)
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In this episode we dive into the alpha beta setup for a shopping campaign. This is a bit more technical, but it is the best way to control search terms for any shopping campaign. Essentially you can show up for exactly what you want to show for. If you are interested in working with us, either send us an email at [email protected] or visit o…
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#30 - When Performance Max falls off a cliff (Google Ads)
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In this episode I dive into a few ideas on what you can do when you see your Performance Max fall off a cliff. I also talk about how to future proof your account so you don't have this happen.By Dan Caston
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The Path to Premium Coaching Success | Ann Carden
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Send us a text PROFITABLE TALKS... In this episode of the Profitable Creative, host Christian Brim interviews Ann Carden, a successful consultant and coach, who shares her journey from corporate business to helping others achieve success in their own ventures. Ann discusses the importance of finding one's true expertise, the challenges of working w…
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IA on AI – Why AGI Doesn’t Actually “Think”… At Least Not Yet (feat. John Thompson)
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Links: John Thompson Book - The Path to AGI: Artificial General Intelligence: Past, Present, and Future * Be sure to follow us on our social media accounts on LinkedIn: https://www.linkedin.com/company/the-audit-podcast Instagram: https://www.instagram.com/theauditpodcast TikTok: https://www.tiktok.com/@theauditpodcast?lang=en Also be sure to sign …
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1
Defining A Diversified Portfolio - Replay
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In this episode, Brian Skrobonja breaks down ways to save, grow, and invest your money. He sheds light on what a well-diversified portfolio looks like, the true definition of financial freedom, and why you need different mindsets for spending versus investing money. We all want the same thing when it comes to money--we all desire to make money, gro…
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From the Archives - The Making of Accounting Practice Academy
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We are taking a look back on an episode from the archives! Enjoy this retelling of how Accounting Practice Academy came to be. In this episode of the podcast, we have Ian Brennan (APA’s Creative Director), and my wife Carol Poe (PGA Buyer Specialist/APA’s right-hand woman) who played a pivotal role in the creation and execution of the workshop. Thi…
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From Hobby to Business: The Powwow.com Journey | Paul Gowder
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Send us a text PROFITABLE TALKS... In this episode of the Profitable Creative, host Christian Brim speaks with Paul Gowder, founder of Powwow.com, about the importance of connecting with Native culture and the journey of building a community around it. They discuss personal heritage, the challenges of creative writing, and the impact of AI on conte…
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IA on AI – Fake Data, Deleted Code, and the Risk We’re Not Ready For
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13:11
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Links: From Gizmodo.com - Replit’s AI Agent Wipes Company’s Codebase During Vibecoding Session From Last Week Tonight with John Oliver - https://www.youtube.com/watch?v=TWpg1RmzAbc From Financial Times - Can finance put a stop to AI data mining? * Be sure to follow us on our social media accounts on LinkedIn: https://www.linkedin.com/company/the-au…
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Investing in Your Ideal Future Self - Replay
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The concept of investing is often associated only with money and the pursuit of wealth, but this fails to capture the true essence of investing. An ideal future isn’t encapsulated by a stack of $100 bills. The true essence of investing is not about building wealth, but about building the atmospheric conditions that align with your ideal future self…
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SMSF NS: 130 The new financial year – lodgements, valuations and related party transactions
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In this episode, we discussed the new financial year – lodgements, valuations and related party transactions. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistBy Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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The Future of Travel Video Creation | Ed Ventures
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Send us a text PROFITABLE TALKS... In this episode of the Profitable Creative, host Christian Brim speaks with Ed Ventures about his journey in content creation, specifically focusing on IRL (In Real Life) streaming and the unique niche of travel video creators. They discuss the challenges and opportunities in the world of live streaming, the impor…
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Ep 249: Training Your Audit Team for the New AI Era w/ Anthony Reyes (Remitly)
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This week on The Audit Podcast, we’re joined by Anthony Reyes, Vice President of Internal Audit at Remitly. Anthony believes AI in audit isn’t a “someday” thing—it’s already happening. In this episode, he talks about the real ways AI is being used right now, including how it’s helping with testing controls and building smarter audit tools. We also …
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This week on The AI in IA Podcast, we’re taking a closer look at one of the newest AI developments: ChatGPT’s autonomous agents. What can they actually do and more importantly, what are the risks? We break down OpenAI’s own policy to highlight security concerns that internal auditors (and really, any user) need to know. From real-world examples lik…
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Fidelity Bonding Overview for Labor Organizations
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Join Arthur Budich and Glenn Eyrich, Partners at Calibre CPA Group, as they unpack the often-neglected area of governance—fidelity bonding requirements in labor unions. In this episode, they explain the difference between fidelity and fiduciary bonding, outline who must be covered, and walk through how to calculate the required coverage under the L…
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The Art of Business: Nancy Dillingham Marks
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Send us a text Summary Join host Christian Brim as he sits down with Nancy Dillingham Marks from the Glass Arts Collective. Discover how Nancy transitioned from a corporate career to founding a thriving creative business in fused glass art. Learn about the challenges she faced, the importance of marketing, and her unique approach to combining busin…
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IA on AI – McDonald’s Bot Breach, Google’s AI Cyber Win, and Nvidia Hits $4 Trillion
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This week on IA on AI, we break down the McDonald’s hiring bot fiasco — yes, the one where an AI chatbot exposed data from over 60 million job applicants due to a shockingly simple security lapse. We explore why these matters to internal auditors and what basic control failures like this can teach us about staying vigilant as AI becomes more embedd…
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An In-Depth Breakdown of Privatized Banking aka Build Banking - Replay
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Many people accumulate their wealth in a bank or a long-term investment, and this may create problems. But there is a different strategy. In this new episode of the Common Sense Financial Podcast, host Brian Skrobonja goes over the Build Banking strategy and how you can consider a different banking paradigm using specially designed life insurance p…
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Publishing Unplugged: Navigating Myths and Realities With Terry Whalin
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Send us a text Summary In this episode of "The Profitable Creative," host Christian Brim sits down with seasoned author and publisher Terry Whalen to explore the intricate world of publishing. They delve into the common myths and misconceptions authors face, the importance of setting realistic expectations, and the critical role of marketing in a b…
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Ep 248: What Really Matters When Building an Audit Team w/ Mike Padilla (Starbucks)
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This week on The Audit Podcast, we’re joined by Mike Padilla, Senior Manager of Internal Audit and SOX Leader at Starbucks. Mike brings a refreshing perspective on the internal audit profession—starting with the idea that we might need to stop taking ourselves so seriously. His insights are especially relevant for those thinking about the future of…
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Direct Marketing is Not Dead: Brian Kurtz
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Send us a text Summary In this episode of the Profitable Creative Podcast, host Christian Brim speaks with marketing expert Brian Kurtz about his journey in the marketing world, the evolution of direct marketing, and the importance of customer retention and lifetime value. They discuss the significance of lists in marketing, the engagement and trus…
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IA on AI – AI Voice Clones a Senator, State-Led Regulation, and What the FRC Just Made Clear
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In today’s episode of IA on AI, we cover an AI voice scam impersonating a high-ranking official, the sweeping new “Big Beautiful Bill” on AI regulations, and landmark AI guidance just released by the FRC. They break down: • A Marco Rubio impostor is using AI voice to call high-level officials - washingtonpost.com • ‘Big Beautiful Bill’ Leaves AI Re…
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