Codified Wisdom

In Part 2 of Eric Eager's conversation with Geni Whitehouse—CPA, author, advisor, speaker, and president of the ITA Alliance—Geni shares her unconventional career journey from accounting and tech to becoming a wine country advisory expert.Eric Eager and Geni Whitehouse discuss key lessons from stand-up comedy and coaching, the importance of making accounting conversational, and why deep client relationships matter more than expert bravado. Geni Whitehouse shares how she navigated major transitions (from Navision to Sage to her move to California), championed advisory services, and now helps lead the future of the profession at the ITA Alliance.They dive into the current challenges and opportunities facing accountants, including automation, the impact of AI, upskilling, and why the profession must shift from transaction work to true advisory roles to stay relevant and impactful.Whether you’re an aspiring advisor or a seasoned CPA, this episode is packed with hard-won wisdom, real stories, and empowering advice on how to communicate, lead, and transform both firms and client relationships.Don’t miss Geni Whitehouse’s “one thing I wish I knew earlier” at the end of the episode!Chapters:Stand-up comedy in accountingProduct management and client communicationAdvisory services and dashboard insightsMoving to Napa and serving the wine industryLeading and growing the ITA AllianceThe rise of automation and AI in accountingAdvice for young professionals in the fieldSubscribe for more leadership lessons and career stories in accounting and business!

What if reaching the pinnacle of your career left you feeling more trapped than triumphant? In this two-part episode, Geni Whitehouse shares her astonishing journey from updating tax books for spare change as a kid to finally achieving partnership at a CPA firm—only to quit the very next morning. Discover how a series of setbacks, harsh evaluations, and unexpected career pivots led her to find professional fulfillment, embrace humor, and transform the world of accounting advisory services. Eric Eager dives deep into the resilience, reinvention, and genuine passion that turned Geni Whitehouse into a trailblazing leader and advocate for accountants everywhere. Prepare for candid stories, a bit of laughter, and plenty of inspiration.Timestamped Overview:[00:00] Introduction to Geni Whitehouse and her unique background[01:58] Early influences: Tax books and math in Greenville, SC[03:49] Deciding on accounting as a career[04:14] Academic journey and adapting to challenges[05:49] Breaking into Deloitte with "subpar" grades[07:12] Early career—manual accounting and embracing technology[08:42] Struggles with public accounting and negative feedback[10:33] Overcoming constant criticism and building grit[11:42] Transitioning to corporate tax and excelling through automation[12:25] Learning corporate limitations and navigating layoffs[13:40] Becoming a consultant and discovering Peachtree Software[15:02] The power of client interaction and building her own firm[18:01] Realizing the pitfalls of undervaluing work[18:27] Joining and leaving a CPA firm after reaching partner[20:29] The bold decision to quit and start over[22:04] Moving into software training and consulting[23:07] Finding her calling through innovation and outreach[24:16] Using humor to bridge the divide between CPAs and technologists[26:00] Comedy as a tool—stand-up training and public speaking[28:34] Passion for helping others and connecting through communication[29:42] Final reflections: Overcoming barriers, serving clients, and the inspiration for new advisory systems

What if everything you know about building a successful accounting firm—and the way you've always done things—is about to be rendered obsolete? In this episode of Codified Wisdom, Sandra Wiley joins Eric Eager to break down why the accounting profession is already in the eye of a perfect storm of change. This episode isn’t just about surviving disruption, but thriving in it: Sandra Wiley’s journey from a Kansas farm town to becoming a renowned leader in accounting advisory services is packed with actionable wisdom.Tune in to discover:Why most firms know what to do but still can’t act—and how to fix itHow embracing change, especially AI, is now a requirement, not a choiceThe single biggest reason accounting firms are losing talentWhy leadership training—not technical expertise—is the new secret weaponThe danger of ignoring culture and people developmentThe small, practical steps firms can take today to build a future-ready teamYou’ll walk away with quick-hit strategies and fresh inspiration to turn the coming tornado of tech and talent disruption into your greatest growth opportunity.Episode Overview:00:00 Introduction to Codified Wisdom and Sandra Wiley’s background04:49 Sandra Wiley’s unplanned journey from music major to accounting advisor08:30 Taking the leap—inflection points and saying yes to opportunity12:45 Confronting imposter syndrome and learning to lead without being a CPA14:11 The power of Kolbe and focusing on strengths in leadership17:08 Why people—not tech—are still the toughest challenge for CPA firms19:39 Why firms fail at valuing and developing their own people24:04 How the traditional career path in accounting is being upended28:44 Why the AI “tornado” is here—and what leaders must do fast34:21 How to move from compliance to true client advisory38:05 Creating a vision and the must-have habits for leading through change44:04 Microhabits: Why small steps and accountability matter most48:59 The best advice Sandra Wiley would give her 18-year-old self50:18 Finding your genius and building teams around strengths52:34 Wrap up and final wisdom from Sandra Wiley

What if the secret to future-proofing your career isn’t about keeping up with technology—but knowing yourself better? In this episode, Eric Eager sits down with Matt West, partner at the innovative wealth advisory firm Creative Planning, to uncover how intuition, resilience, and leaning into life’s signals can set you apart in an AI-driven era.You’ll hear Matt West’s candid journey: from growing up in a family of entrepreneurs in Temperance, Michigan, to racing internationally as a track and triathlon athlete (including guiding a blind teammate to world championship gold), all the way to becoming an early tech adopter in the accounting world. Discover how Matt West turned disruptions into opportunities, why “data has no agenda,” and how he balances ambitious professional goals with his passions (like flying planes and coaching soccer).Key highlights include Matt West’s unconventional philosophy on career risk and intuition, the unavoidable rise of AI in accounting and finance, and practical advice for adapting in turbulent times. This episode will leave you motivated to trust your instincts, embrace new tools, and never underestimate grit—the real “superpower” for today’s leaders.Episode Overview00:00 Introducing Codified Wisdom & Matt West’s journey01:06 Matt West on childhood influences, ambition, and athletics05:55 From intern to partner: starting in accounting tech10:13 Flying as metaphor: life fundamentals and career lessons13:55 Grit, elite sports, and pushing through adversity18:34 Risk, intuition, and the importance of listening to signals24:42 Embracing technology: early adopter stories and trend-spotting32:25 Joining Creative Planning and building something new38:38 The coming AI disruption: enablement, adaptation, and future roles47:28 Advice to your younger self and final takeaways50:42 Closing thoughts and lessons learned

What if AI isn’t coming for your job—but is about to supercharge your career in ways you never expected?In this game-changing episode, Eric Eager and Patricia Asp flip the script on the doomsday narrative around AI and automation. Instead of fearing a tidal wave of job losses, they reveal how AI frees us from mundane tasks and unlocks previously untapped talent within organizations. You’ll learn why “headcount cuts” often don’t mean people are losing jobs—and how natural attrition and higher productivity are changing the conversation.Patricia Asp shares stories of real-world transformation, where codified wisdom and decision intelligence enable employees to make smarter decisions, faster, regardless of experience level. Discover how leveraging collective mistakes and hard-won lessons can scale advisory services, raise confidence at every level, and drive exponential revenue per employee.Highlights include dangers of false confidence in AI, the critical need for context in advisory, and the powerful economic and culture shifts when organizations focus on growing capacity—not just headcount.Timestamped episode overview:00:00 Introduction, theme, and host setup01:17 AI job fears and the "great promotion" concept02:01 Untapped talent and leadership challenges04:28 Headcount vs actual job losses06:09 Employee elevation and companies’ preparation09:35 Discovering hidden employee talents11:31 Trades vs automation, and empathy gaps in AI13:04 Client trust erosion and context in decision-making17:32 Codifying wisdom and scaling advisory21:26 Story: codifying mistakes at scale25:35 Decision intelligence and accelerated confidence32:41 Organizational culture and recruiting35:58 Economic impact and succession planning41:06 Real-world simulation and confidence46:08 Client conversations—value of surfacing risks49:25 Velocity of business and pattern recognition53:28 Decision fatigue and narrowing options58:59 Economic shift: revenue per employee01:02:19 Leadership optimism and episode wrap01:03:23 Outro and inspiration for business guidance system

What if the future of accounting isn't about crunching numbers, but about unleashing untapped human potential?In this episode of Codified Wisdom, host Eric Eager sits down with Donny Shimamoto, founder of the Center for Accounting Transformation and one of the accounting profession’s most influential voices, to explore how technology—particularly AI and automation—isn't replacing accountants, but promoting them into more impactful advisory roles.Donny shares how his roots in Hawaii shaped his philosophy on trust and community, traces his path from tech-loving high schooler to national leader, and gets candid about why the surge in automation is a once-in-a-generation shift in accounting. You’ll hear practical advice for firms wrestling with advisory services, learn why balance between compliance and advisory is the real key to growth, and discover why the next generation of accountants might look—and think—very differently. Plus, Donny reveals the career advice he'd go back and give his younger self.Episode Overview:00:00 Introduction and guest background02:45 Growing up in Hawaii and foundational values06:17 First exposure to accounting and technology10:02 Early work experiences and choosing career path13:00 Early tech projects and consulting at Coopers16:36 Transition into consulting and entrepreneurship21:41 Founding his own firm and first clients24:14 Recognizing and responding to emerging risk28:05 National involvement and becoming an influencer31:40 How AI is shifting accounting from compliance to advisory36:20 Why this technology leap is different—and urgent42:54 How to get partners onboard with advisory services47:32 Retaining talent and new opportunities in accounting50:49 AI, human advisors, and the enduring need for expertise56:19 AI risks, reliability, and trust in decisions59:54 The advice Donny would give his younger self01:01:14 Wrap-up and closing thoughts

What if the one piece of career advice you were taught could be the very thing holding you back? In this eye-opening episode of Codified Wisdom, global accounting thought leader Martin Bissett joins Eric Eager for a candid conversation about why the approach that makes accounting firms comfortable could also make them obsolete. From breaking into the traditional world of accounting without a degree to shaping a modern profession in the face of private equity, technology, and AI, Martin shares never-before-told stories—including the bold job interview answer that launched his career, and the hard lessons learned watching his father’s business unravel.Discover how Martin’s journey from outlier to sought-after advisor reveals the true value accountants can offer, why the “compliance is dead” mantra isn’t the whole story, and how today’s perfect storm of private equity, AI disruption, and the talent pipeline crisis is changing everything. Walk away with practical wisdom about standing out, building lasting client relationships, and becoming the business owner’s best friend in tumultuous times.Timestamps Overview:00:00 Intro & Martin’s unique backstory02:44 Early influences, family lessons in brand and standing out05:30 Rethinking education and jumping into the workforce08:17 Learning from risks, short-term wins, and long-term lessons11:08 The infamous job interview and first big break14:57 Moving from software to consulting; fluke entry to accounting18:58 Realizing the real-world impact of accountants21:11 Why the profession’s reputation persists—and how some outliers change it26:44 Overlaying personal family loss and purpose with professional drive30:35 The pitfalls of only chasing referrals and not proactive change35:16 Why simple advice is so hard to put into action for firms38:25 What truly moves the needle in accounting – regulation and money40:10 PE consolidation: why, and what’s behind the sudden gold rush45:56 Is AI different this time? The perfect storm analogy50:42 From tools to agents: How AI elevates, disrupts, and redefines accounting53:03 Martin’s advice to his younger self—and unexpected industry shifts55:37 Wrap up, actionable inspiration for accountants and advisorsTune in for a dose of tough love, actionable wisdom, and a refreshing view on how accountants can not just survive, but thrive, in a rapidly changing world.

What if the CEO of a successful global leadership network once struggled to even hold a conversation—let alone speak on stage? In this episode of Codified Wisdom, host Eric Eager sits down with Linda Fisk, CEO and co-founder of LeadHership Global, to uncover her extraordinary journey from being an outcast and a stutterer to inspiring leaders worldwide.Tune in as Linda Fisk shares how her turbulent childhood—marked by constant moving, adoption, and cultural scrutiny—instilled adaptability and grit that would later fuel her rise. She opens up about overcoming her debilitating stutter through relentless perseverance, eventually becoming a national champion speaker. Linda Fisk also reveals pivotal lessons from her career, including her time at YPO and Susan G. Komen, and how her academic background in psychology uniquely prepared her to champion leadership, community, and the power of small wins.Key highlights include:The surprising obstacles Linda Fisk faced (and overcame) growing up adopted in a visibly diverse familyHow relentless self-improvement turned her biggest weakness into a strengthThe critical importance of safe, supportive communities for leadersThe real story behind LeadHership Global and her advice for anyone on the entrepreneurial pathActionable wisdom on resilience, humility, and finding hope in the journeyEpisode Overview:00:00 Introduction & Linda Fisk’s early life02:08 Childhood challenges: Moving, adoption, and belonging05:01 Lessons on embracing uniqueness10:44 Overcoming a debilitating stutter18:08 Academic journey: Psychology and imposter syndrome23:27 Leadership lessons from YPO & the power of community29:07 Founding LeadHership Global—vision, fear, and iteration36:10 Entrepreneurial grit, lessons, and hope42:52 Linda Fisk’s advice to her younger self44:40 Closing thoughts & leadhershipglobal.com infoListen in for an inspiring masterclass in courage, leadership, and finding meaning in the moments we often overlook.

What if the next big wave in accounting doesn’t just change how we work—it literally changes who does the work? In this episode of Codified Wisdom, Eric Eager sits down with powerhouse financial strategist Kacee Johnson, whose journey spans from tech startups to top thought leadership in the accounting profession. Kacee reveals how AI and emerging technology are shifting the landscape, offering not just new tools, but entirely new ways to operate, connect, and advise.From building a tech company from 87 users to 20,000, to mentoring startups on their rocket-ride journeys, Kacee shares the secrets behind thriving during intense growth, embracing risk, and why mentorship is vital. She also discusses the massive wave of change hitting accounting: private equity, consolidation, technology fatigue, and a retiring generation—all happening alongside the rise of AI agents set to transform knowledge work.You’ll hear Kacee’s strategic advice for staying calm amid the storm, what excites her about the future of AI, and the simple truth she wishes her younger self knew: “You are enough as you are.”Ready to learn where accounting is headed and how to future-proof your career? This episode is your essential guide.Episode Overview:00:00 Introduction & Host Welcome01:28 Kacee’s early influences and family background03:33 Education story: From pre-law to tech05:22 Launching into the tech startup world06:35 Scaling, innovation, and the transition to accounting tech09:08 Managing rapid growth and stress12:16 Consulting journey & shift to CPA.com13:52 Mentorship and professional relationships15:15 Role at CPA.com: Innovation and ecosystem building17:51 Startup accelerator insights & accounting’s “cool” factor20:17 Risk-taking & pivotal career decisions22:03 Becoming an influential voice in accounting25:07 Excitement for AI & founding AI Native Accounting Foundation27:36 AI’s impact on accounting: Real change vs. hype34:30 Change management in firms: Advice for leaders and staff39:21 Navigating massive change: PE, consolidation, retirements41:13 Why accounting still matters—and advice for next generation43:51 Kacee’s top wisdom for her younger self45:10 Closing remarks and takeaways

What if the most trusted profession in business is about to face its greatest transformation yet—and the key to survival isn’t more compliance, but a shift to advisory?Eric Eager sits down with Dan McMahon, CPA, CMAA, and founding managing partner of Integrated Growth Advisors. The conversation unpacks Dan McMahon’s candid journey: from a distracted high school student to a leader on the cutting edge of advisory services in accounting. Hear how his early passion for algebra led him into the profession, why late nights in audit sparked a desire for more meaningful work, and how a simple business model slide reshaped his entire perspective on what accountants do.Learn why advisory is the future for CPAs, what it took for Dan McMahon to leap from a secure partnership to entrepreneurship, and the hard truths and victories he's encountered helping firms adapt to seismic industry change. Whether you’re an accountant, business leader, or just curious about how disruption breeds innovation, this episode reveals what happens when professionals stop ticking boxes and start tackling the real needs of business owners.Episode Overview:00:03Introduction and Dan McMahon’s early roots02:47Choosing accounting: from algebra to audit07:22Observing leadership and lessons learned14:04Discovering the “missing link” in business advisory16:51The mindset and risks behind launching Integrated Growth Advisors21:06Sarbanes-Oxley and the evolution toward advisory23:08Wins, challenges, and shifting CPA firm culture28:30Listening to the market—helping accountants transform30:17The current disruption and what comes next for the professionTune in for a bold, honest, and optimistic look at the new era for CPAs, and discover the mindset every professional needs to thrive amidst change.

What if being dubbed “the worst accountant ever” was actually the launchpad for industry-shaping success?In this can't-miss episode of Codified Wisdom, host Eric Eager sits down with Allan Koltin, one of the most influential—yet unlikely—voices in the accounting profession. Allan shares his roller-coaster journey from repeatedly failing accounting classes and getting fired from his first accounting job, to becoming the CEO of Koltin Consulting Group and a trusted advisor for hundreds of top CPA firms.Get ready for powerful, unfiltered insights into how failure and resilience can spark transformation—not just for individuals, but for the entire accounting industry. Allan opens up about the inflection points that defined his career: navigating firing and re-hiring, pioneering business development roles before they were popular, and making pivotal moves as private equity swept into the profession. He reveals the behind-the-scenes realities of mergers, practice management, and how the business of accounting is being radically reshaped by technology, talent shortages, and a new era of client advisory.Key Highlights:How Allan’s rocky start (including flunking multiple college classes and being fired) led to a new vision for what accountants can doThe core skills that separate high performers from the pack (it’s not what you think!)Why accounting is at a “once-in-a-generation” turning point—and what this means for new CPAsPrivate equity’s surprising impact and why culture, talent, and leadership now matter more than everThe secret to building “cheerleader” clients and life-long business relationshipsPractical, no-fluff advice for anyone in (or considering) the accounting professionIf you want proven wisdom on overcoming setbacks, building meaningful client impact, and thriving in a rapidly changing industry, this conversation is for you.Episode Overview00:00 — Introduction to Allan Koltin and his unique path02:36 — Allan’s early struggles: academic failures and first job loss07:00 — Reinvention: becoming a business developer in accounting through unlikely connections11:00 — Rise to consultancy, selling businesses, and industry transformation15:12 — Handling inflection points, failures, and leaning into relationships22:35 — Private equity shakes up accounting: accountability vs. autonomy30:51 — The next era for CPAs: technology, advisory, and the client “value-add” revolution40:10 — Mentorship, resilience through setbacks, and the real meaning of success47:57 — Winners vs. losers: how firms can adapt and thrive amidst consolidation55:33 — The power of consistency and caring in client service59:14 — Parting wisdom: mistakes, mindset, and getting further, fasterReady to hear how failure can be your greatest teacher and why the future of accounting is brighter than ever? Hit play now.

What if the secret to world peace is as simple as letting teenagers write songs together?In this eye-opening episode of Codified Wisdom, host Eric Eager sits down with global keynote speaker, author, and cultural diplomat Ravi Hutheesing—a man whose life journey spans from rock stages with Hanson to diplomatic missions in Iraq, Russia, and Indonesia. Ravi’s story is anything but ordinary: from his beginnings in a famous political family in India, to dropping out of NYU to chase his passion for music, and eventually becoming a champion for empowering students to succeed in an unpredictable world.Explore how Ravi’s unconventional path highlights the critical need for teaching students the art of the “pivot”—adapting to rapid change, building true resilience, and mastering the human skills that even AI can’t replace. Hear how his lived experience led him to develop global youth programs that unite kids from opposing cultures and religions through the arts, revealing the astonishing truth: when curiosity and creativity are sparked, kids discover powerful connections that transcend borders and backgrounds.Key highlights from this episode:Discover the essential, yet often overlooked, role of risk-taking and failure in real learning—and why our school systems are missing the mark.Ravi shares unforgettable stories from the frontlines: launching songwriting workshops for former ISIS captives in Iraq, building bridges between Lebanese and Syrian youth, and the unexpected lesson he learned when he was stopped by Hezbollah.Practical advice for students, parents, and educators: how do we prepare the next generation for jobs that don’t exist yet? How can we make “peace profitable” and harness technology without losing our humanity?Why paying it forward—and building authentic relationships—is more valuable than “giving back.”If you’re ready to rethink everything about education, technology, and embracing the unknown, this episode will leave you inspired and energized for what comes next.Timestamped Overview:[00:00:00] Intro and Ravi’s extraordinary background—from India’s political first family to Wall Street, rock and roll, and beyond[00:05:42] Creating a career outside the mold: dropping out, writing a business plan, and joining Hanson[00:10:16] From the Internet collapse to the cockpit: why flying solo taught more than school ever did[00:17:19] Why young people struggle to find their path—and what’s broken in today’s education and career systems[00:21:03] The AI question: how do we keep “human intelligence” at the center of learning?[00:25:05] Can we accelerate the discovery of kids’ passions with tech and personalized assessment?[00:31:36] Real world stories: youth from different religions and cultures come together through music and art[00:39:00] Calculated risks in warzones and beyond—breaking down misconceptions[00:44:18] Curiosity over fear: how the next generation can embrace diversity and build global wisdom[00:48:16] What excites Ravi about technology and the future of learning[00:54:51] Ravi’s closing reflections: paying it forward, embracing the journey, and advice to his younger self[00:59:38] How to connect with Ravi and episode outroDon’t miss this insightful, globally-minded conversation that will change how you view education, success, and what’s truly possible for the next generation.

What if the secret to future-proofing your accounting career isn’t just about learning new software—but completely rethinking your relationship with technology and your clients?In this eye-opening episode of Codified Wisdom, Eric Eager sits down with Randy Johnston, one of the accounting technology world’s true pioneers—someone who’s been writing code since before the internet even existed. Randy takes listeners on a riveting journey through his decades-long career, sharing untold stories of how he went from running programs on IBM mainframes in the early 1960s to shaping the very curriculum for computer science and accounting at business schools across the country.You’ll discover why Randy believes the biggest threat (and opportunity) for accountants isn’t compliance automation—it’s failing to embrace continuous learning and the shift to genuinely client-centric advisory services. Hear how AI, automation, and even quantum computing are poised to transform the profession far sooner than most expect.Key highlights from this episode include:Randy’s origin story as a teenage coder running programs for national crime computers—and the improbable leap to being one of the first to adopt PCs in KansasThe critical “pivot points” and mindset shifts that allowed him to thrive through every major tech disruption, from punch cards to artificial intelligenceWhy so few firms have truly crossed over from transactional compliance to impactful advisory—and why most advisory fails to actually serve clientsThe coming reinvention of client relationships: How data-driven conversation and proactive guidance can elevate the CPA from “number cruncher” to indispensable navigatorWhat step every firm must take today to get future-ready (and why tiny changes compound faster than you’d think)Randy’s personal advice to his younger self on eliminating time-wasters—and the one principle that’s guided him for 65+ years of successWhether you’re excited or anxious about the AI revolution, you’ll walk away from this episode with practical wisdom, future-proven strategies, and inspiration to redefine your impact as an accounting professional.Episode Overview:00:00 – Randy's remarkable entry into computing and accounting07:25 – Early influences: Teaching, textbooks, and curriculum design11:59 – Embracing change: Key lessons from decades of disruption16:59 – Where the profession’s headed: Advisory as the next frontier22:29 – Why most “advisory services” fall flat—and how to fix it27:24 – Why accountants haven’t made the leap (yet)33:09 – How to get “unstuck” and move to high-value work37:22 – What’s really next in tech: AI, automation, and beyond41:33 – The ultimate career hack: Time management for exponential results44:23 – Closing reflections and wisdomReady to transform your practice? Listen now.

What if everything you thought you knew about the accounting profession was about to be turned upside down?In this episode of Codified Wisdom, host Eric Eager sits down with Aaron Harris, Global CTO at Sage and pioneering CTO of Intacct, for a jaw-dropping journey into the seismic innovations transforming accounting, AI, and the very nature of advisory work.Aaron reveals shocking truths from his decades-long journey—from being the 7th employee at a shaky startup to building a $100M powerhouse. He shares candid stories about risking it all during the dot-com crash, surviving mass layoffs, and how naïve boldness—and a touch of fear—shaped the foundation for revolutionizing accounting technology.But the biggest bombshell? The future isn’t about more hours, more staff, or even more compliance. Instead, AI is already unleashing a new breed of accounting advisor—one who can amplify their impact to serve 100 clients (or more), focus forward instead of backward, and help shape business strategy, not just count the beans.Key highlights include:The untold, messy backstory of Intacct’s rise—and how setbacks proved to be the fuel for explosive innovation.Why “continuous accounting” and real-time closing are becoming the new gold standard—and how they’re making spreadsheets and slow monthly closes obsolete.The game-changing role of AI: from automating compliance and transaction processing to providing real-time business insights and even upskilling accountants on the fly.Surprising advice for accountants: the most important upskilling isn’t about tech, but about how you think and what you aspire to deliver for clients.How AI may spark an unprecedented wave of entrepreneurship and make billion-dollar companies possible with just a handful of people.Aaron’s powerful reflection on “youthful exuberance,” the wisdom of failure, and the unique collision of brashness and experience every leader needs to innovate.Whether you’re an accounting professional, a startup founder, or just curious about how AI and automation will reshape the future of work, this episode will open your mind to what’s possible—and what’s coming faster than most expect.Episode Overview & Key Moments:[00:00:00] Introduction & background: Eric introduces Aaron Harris and frames the episode around radical transformation in accounting and AI.[00:02:17] Aaron’s accidental journey into accounting and tech; early entrepreneurial experiments.[00:05:22] Joining Intacct as the 7th employee; struggles, setbacks, and the early days of cloud-based accounting.[00:07:41] Overcoming skepticism: Convincing the world to trust the 'cloud' for sensitive financial data.[00:11:30] Today’s frontier: How AI is shifting accounting from backward-looking compliance to proactive advisorship.[00:17:25] Continuous accounting, real-time insights, and the power of agentic AI in decision-making.[00:23:16] Why getting data right and closing continuously is the new mission-critical skill.[00:25:06] Upskilling for the future: The surprising skill accountants will need (hint: not just data science).[00:32:11] The future of entrepreneurship in a world where AI lowers all barriers.[00:33:13] The impact of small, AI-powered teams—and the billion-dollar opportunities on the horizon.[00:34:39] Aaron’s advice to his younger self, and the power of combining youthful confidence with hard-won wisdom.[00:36:53] Wrap-up and final reflections.How AI Is Transforming Accounting and Empowering Advisors with Aaron Harris of Sage

What if the key to entrepreneurial success isn’t just about the numbers—but what you do with them next?In this eye-opening episode of Codified Wisdom, host Eric Eager sits down with Dixie McCurley, partner at Cherry Bekaert and a true trailblazer in digital transformation for accounting and finance. Dixie shares her unique journey from math-loving daughter of a Vietnam War pilot to pioneering leader, revealing why traditional accounting advice may be outdated—and what business owners really need to thrive in today’s rapidly changing landscape.Discover how Dixie’s early background in computer science, love for numbers, and experience at both enterprise and entrepreneurial levels shaped her people-first, tech-smart philosophy for modern finance. She opens up about the lessons learned from launching her own accounting firm, why listening trumps knowing, and the hidden dangers of running a business with poor financial literacy.Key highlights from this episode:The secret pressures and challenges founders face when making payroll—and why no business school truly prepares you for themWhy typical financial reporting is obsolete, and what clients actually want from their advisorsHow accounting is moving beyond compliance, empowering entrepreneurs to make strategic, cash-driven decisionsThe rise of AI and managed services in finance—and how it’s completely leveling the playing field for small and midsize businessesWhy outsourcing your finance function may be the smartest move in the gig economy and AI eraThe single mindset shift Dixie wishes she’d embraced sooner, and her top advice to her younger selfWhether you’re a business owner, advisor, or inside a firm, this conversation will challenge how you view finance, technology, and the human heart of business growth.Episode Overview & Timestamps:[00:00:00] – Introduction to Dixie McCurley and her “tech-forward” leadership journey[00:02:38] – Dixie’s early influences—from her father’s systems thinking to eBay entrepreneurship[00:05:38] – Lessons from EarthLink, Lean Six Sigma, and launching a next-gen accounting firm[00:10:27] – Learning from mentors, the power of team sports mentality, and developing a “why”[00:13:56] – Why financial statements alone don’t cut it anymore: Shifting to outcome-based advisory[00:19:07] – Financial literacy gaps in business owners—and the inflection point for outsourcing[00:22:56] – The entrepreneurial revolution: How AI and remote services disrupt traditional accounting[00:26:00] – Young founders, exponential mindsets, and what the “modern firm” looks like today[00:34:41] – Delivering enterprise-level support to growing companies, regardless of size[00:41:32] – The strategic value of finance: From cost center to growth partner[00:48:01] – Dixie’s hard-won life lesson: Listen more, solution less[00:49:21] – Final thoughts and where to find Dixie

What if the first two years of starting your business brought more crises than most entrepreneurs face in a lifetime—and you still managed not just to survive, but to build a purpose-driven legacy? In this episode of Codified Wisdom, host Eric Eager sits down with Gregory Gordon (founder and CEO of Gordon Highlander) and Dougan Sherwood (innovation ecosystem builder and co-founder of the Cambridge Innovation Center) for a raw, honest, and inspiring deep dive into the grit, heartache, and vision required to truly change communities.Key Highlights:Gregory Gordon reveals the rocky, near-unbelievable start to his firm—within months, he faced a high-conflict divorce, a tragedy on a job site, and litigation, all during the 2008 economic collapse.Dougan Sherwood shares why never having a life “North Star” led him to build some of America’s most successful innovation districts—and why uncertainty can be a blessing.The duo walks us through the creation of Dallas' Tower 22 District, where they're laying the foundation for a new kind of neighborhood—one where historic assets, entrepreneurship, and inclusive economic growth blend to build bridges in the city’s most overlooked corridors.Both guests talk candidly about overcoming fear, the power of relationships, and why vision—spoken aloud—creates reality.Learn what makes innovation districts thrive, how Dallas can become America’s next innovation destination, and the importance of education, partnership, and resilience.The episode wraps with hard-earned advice for young entrepreneurs (hint: experiential learning and courage trump any spreadsheet), and why no journey is ever as clear—or as lonely—as it might seem from the outside.Episode Overview:[00:00:00] – Introduction and background of guests[00:03:19] – Gregory Gordon’s roundabout path and the founding of Gordon Highlander[00:06:05] – Early trials: divorce, tragedy, lawsuits, and economic downturn[00:09:07] – Dougan Sherwood on finding his way and building innovation communities[00:14:50] – Epiphanies and “God winks”: the vision for Dallas’ Tower 22 District[00:21:18] – The blueprint for transforming neighborhoods through innovation[00:35:04] – What does success look like in 5 years? Impact, education, and the long game[00:48:35] – Nuggets of wisdom: courage, creativity, and letting go of fear[00:52:59] – Closing thoughts and call to actionCurious how neighborhoods—and legacies—really get built? This episode is a masterclass in resilience, vision, and authentic leadership for anyone who wants to be part of building the future of their city.

What if the real secret to business success isn’t about being the smartest in the room—but about asking the right questions and being brave enough to say, “I don’t know”?In this unmissable episode of Codified Wisdom, host Eric Eager sits down with world-renowned human behaviorist and serial entrepreneur Amilya Antonetti, whose leadership has driven over $2 billion in business growth and impacted tens of thousands globally.Amilya shares her remarkable journey from starting her first construction business at 17 (as one of the only women in the field!) to building the iconic Greenworks brand and leading global teams of over 50,000 employees. But beyond the impressive stats, this conversation is packed with shocking insights that will make you rethink everything about leadership, technology, and what it means to create a thriving business in a rapidly changing world.Key revelations from this episode:Why most business deals die in “diligence”—and how to spot where your business might fail before it’s too late.The reason AI and technology often spark chaos in organizations—and why “people-first” is the new tech strategy.How generational shifts in the workforce are blowing up old notions of loyalty, work ethic, and what motivates employees (Hint: It’s NOT just about promotions and pensions anymore).The powerful mindset shift leaders must make to create authentic engagement, loyalty, and innovation—even if it means embracing vulnerability and surrendering control.Why the true value in the age of AI lies not in having all the answers, but in the quality of your questions—and how this changes everything about your work and your worth.Plus: Amilya opens up about the hardest leadership lesson of her career, the importance of “trading” wisely (not just succeeding), and practical tips for business owners—from startup to enterprise—who want to harness collective wisdom without losing themselves to the grind.Whether you’re an entrepreneur, executive, or simply want to crack the human code of business, this episode will challenge, inspire, and arm you with codified wisdom you won’t hear anywhere else.Episode Overview:[00:00:00] – Introduction & Amilya’s unique entrepreneurial journey[00:02:00] – Breaking barriers in construction, hospitality, and the origin of Greenworks[00:04:50] – What kills business deals? Insights from mergers & acquisitions[00:09:00] – People vs. tech in business growth: What most leaders get backward[00:11:25] – Cracking the code on generational shifts in the workplace[00:16:00] – The age of AI: Why answers are cheap, and great questions are gold[00:21:00] – Thinking vs. doing: The habit of high performers[00:25:00] – The power of intention, authenticity, and relational leadership[00:30:00] – Tactical advice for leaders of small-to-mid-sized teams[00:37:00] – The art (and fear) of surrendering control as a leader[00:43:30] – Self-care, legacy, and leading by example[00:47:50] – Amilya’s advice to her younger self—and to every aspiring leaderDon’t miss these hard-earned lessons and visionary strategies to help you (and your business) get further, faster.

What if the biggest obstacle to your success wasn’t a competitor or the pace of technological change—but your own thinking?In this episode of Codified Wisdom, host Eric Eager sits down with John J. Fenton, former Managing Partner at BDO, author, “CEO Sensei,” and black belt in Tai Chi, for a conversation packed with eye-opening leadership insights, extraordinary career pivots, and actionable takeaways for today’s CPA professionals and business leaders.John shares his unlikely journey from struggling to climb a gym wall as a “cream puff” junior high student to becoming a Division I college athlete—and how those lessons in grit, vulnerability, and self-belief set the stage for a high-impact leadership career. Discover why Fenton believes that “old school thinking” is more dangerous than AI for the accounting field, and how shifting your mindset from compliance to advisory can unlock untapped value for both your firm and your clients.Key highlights from this episode:John’s turning point: How a stinging name-calling moment in junior high became the catalyst for a lifetime of leadership growth.Critical risks & career leaps: Behind-the-scenes stories of uprooting his family, switching firms, and why following his values always led to the best outcomes—even when the future was uncertain.The real threat to the accounting profession: It’s not AI, but resistance to change and underestimating your value.Why mastering “centered leadership”—drawn from martial arts—increases your clarity, emotional intelligence, and the ability to lead in turbulent times.Specific strategies for CPA firms to weather the talent crunch, embrace technology, and finally move beyond “just compliance.”The empowering advice John wishes he could give his younger self to get further, faster—and how you can apply it.Whether you’re a CPA, firm leader, or anyone interested in personal and professional transformation, this episode is loaded with honest stories, practical tools, and the kind of codified wisdom you won’t find in textbooks.Episode Overview & Timestamps:[00:00:00] – Introduction and John J. Fenton’s journey from athletic underdog to boardroom leader[00:04:56] – Major turning points, risk-taking, and why family always comes first[00:12:42] – Career milestones, tough calls, and uprooting for the sake of values[00:22:54] – The power of self-trust, vulnerability, and mindset in overcoming obstacles[00:26:49] – The “perfect storm” in the CPA profession: AI, private equity, consolidation, and talent shortages[00:28:03] – Old school thinking vs. new school opportunity: How firms must change[00:37:06] – Enter the “CEO Sensei”: Martial arts, centered leadership, and raising your EQ[00:44:34] – Building a legacy, developing future leaders, and why humanity matters most[00:48:31] – Codified wisdom: The advice John would give his younger self[00:51:32] – Resources and where to find John’s tools and coachingReady to challenge your assumptions and unlock new levels of leadership impact? Hit play!

What if the next billion-dollar accounting firm only needed two employees?In this episode of Codified Wisdom, host Eric Eager welcomes L. Gary Boomer—legend in the accounting profession, founder of Boomer Consulting, Inc., and a relentless advocate for exponential transformation. Together, they pull back the curtain on how accounting firms are standing at the edge of an “Intelligence Revolution”—and what it takes to not only survive, but thrive.Gary shares a candid look at his journey from a Kansas farm boy to becoming one of the most influential voices in the profession. He dives into why traditional business models are broken, how firms routinely undervalue their own teams, and what every leader gets wrong about hiring and scaling with technology.Are you ready to discover why private equity is storming the CPA world, what the next generation of accountants really want, and why now is the best time in history to be in this profession? Gary explains how exponential thinking, peer networking, and a shift from scarcity to abundance are reshaping the profession, and what core mindsets risky, visionary leaders must adopt as change accelerates.Key highlights from this episode:Gary’s early lessons in risk-taking, responsibility, and innovation growing up on a farm (and why those lessons matter for leaders today)Why most accounting firms radically undervalue non-CPA team members and diversity of skillsetsThe “broken” business model of hours-for-dollars, and how technology changes everythingOrigins of Boomer Consulting and the power of peer communities, visionary circles, and relentless curiosityConcrete examples of how EXO (exponential organizations) thinking is transforming CPA firms, and how you should be measuring technological ROIThe three seismic shifts shaking up the profession: private equity, AI/tech revolution, and the talent pipeline “hourglass”Why the firms that will lead in the future are the ones that embrace abundance, value innovation and leadership, and boldly invest in their people and infrastructureGary’s bold predictions for the top 100 firms—and why the landscape will look unrecognizable in just a few yearsEssential advice for young leaders: uncovering your “unique ability” and matching your path to your true passionTimeless wisdom for building teams that thrive (regardless of how technology or business models change)Ready to radically reimagine what’s possible for your firm? This episode is packed with practical advice, bold predictions, and inspiring wisdom from decades in the trenches—don’t miss it.Episode Overview[00:00:00] – Intro & Gary’s journey from farming roots to accounting visionary[00:05:28] – Lessons from the family business and the undervalued team[00:08:24] – Early digital transformation & challenging the status quo[00:14:35] – Founding Boomer Consulting and learning from big thinkers[00:17:41] – Creating powerful peer communities[00:20:22] – What EXO thinking means for accounting[00:24:00] – The “10X Question” that changes everything[00:29:56] – Private equity, AI, and the accounting profession’s big shifts[00:35:40] – Developing young talent & the future of mentorship[00:36:53] – Gary’s bold predictions for the top 100 firms[00:43:02] – Metrics that matter & the coming of digital agents[00:44:54] – Choosing your tech, learning every day, and staying ahead[00:47:25] – Organizational “immunity” and why resistance to change is real[00:49:49] – Gary’s advice to his younger self & closing wisdom[00:51:42] – How to get involved with Boomer Consulting

What if your company’s legacy—its purpose, values, and “secret sauce”—could be lost in just one merger, one leadership change… or one day of rapid growth?On this episode of Codified Wisdom, Eric Eager sits down with transformation strategist and seasoned executive Patricia Asp to uncover how organizations can hardwire their values and culture before they vanish in the chaos of change. Patricia shares the surprising truth about why most companies’ core values are just words on the wall—and why codifying behaviors is the key to real, measurable, and sustainable culture.Get ready for powerful stories: from Patricia’s humble beginnings on a dairy farm in Michigan learning integrity and teamwork, to leading cultural revolutions inside Fortune 500 giants. Discover how a simple outsider’s question revolutionized hospital food service, and learn the real reason most leaders fail to preserve their company’s greatness through transitions.Key highlights include:How growing up in a tight-knit, values-driven family shaped Patricia’s lifelong leadership philosophy.The pivotal mistakes and lessons that led her to “codify” success for repeatable, scalable excellence.Why asking the right questions—and not pretending to know everything—can ignite breakthrough change.The step-by-step process for hardwiring culture so it survives leadership turnover, M&A, and explosive growth.Why measuring behaviors (not abstract values) is the secret for building organizations that last.If you want real-world wisdom—and a roadmap to preserve what truly makes your company great—don’t miss this episode.Episode Overview[00:00:00] Introduction: Who is Patricia Asp?[00:02:09] Farm life, family values, and early leadership lessons[00:07:24] Breaking into the business world: Asking questions and conquering imposter syndrome[00:12:04] How one outsider’s question transformed hospital food service[00:17:15] Discovering the power of “codifying” wisdom for scale[00:21:15] Building a collective memory: Avoiding repeated mistakes in sales and contracts[00:23:50] Preserving culture through hardwired behaviors—not just mission statements[00:29:50] How simple systems + leadership commitment drive transformation[00:32:12] Patricia’s irreplaceable wisdom: Treat everyone with dignity, without labels[00:34:27] Wrap-up and actionable takeawaysTune in for sharp, actionable insights you can bring to your team—today!

What would make a Big Four partner walk away from the safety of a world-class firm to take a leap into uncharted territory—and end up steering one of the largest growth stories in accounting?On this episode of Codified Wisdom, host Eric Eager sits down with Michael Breit, Chairman and CEO of Eisner Advisory Partner, for an unfiltered, wisdom-packed conversation that reveals the real story behind the evolution of accounting—and what happens when you bet everything on entrepreneurial vision over comfort.Key Highlights:Michael shares the pivotal moment that pushed him out of a cushy Big Four partner role and into the fast lane of mid-market innovation, rapidly expanding Eisner from a $70M firm to a $1.3B industry giant.Learn about never burning bridges—how departing a major firm on the best of terms led to game-changing opportunities and set the tone for Breit's collaborative, servant-based leadership style.The future is now: Michael delivers an insider’s perspective on how AI, private equity, and changing capital structures are rewriting the rules for professional service firms, ushering in a new era of wealth—and complex career opportunities—for CPAs.Culture is king: Discover how Michael’s early-life jobs and Queens upbringing fueled a relentless work ethic and a people-first leadership approach that built a robust, client-focused, and team-oriented culture at every level.Honesty, humility, and grit: Michael opens up about battling imposter syndrome, overcoming career minefields, and how real leadership shows up on the “court,” not on the résumé.Whether you’re in professional services, a budding entrepreneur, or simply searching for actionable leadership wisdom, this episode is a masterclass in grit, humility, and how to leave a real legacy.Don’t miss practical next steps! Liked what you heard? Share the episode, subscribe, and start a conversation in your team or network about what “taking a leap” would look like for you. For more tools to accelerate your leadership journey, visit 4impactdata.comListen now—and change how you see your career, your firm, and your future.TIMESTAMPED OVERVIEW00:00 Entrepreneurial Journey and Sports Insights06:10 "Career Journey in Sports Media"07:57 Career Risk and Leadership Growth10:31 "Welcomed Home at Eisner"13:17 "Unexpected Career Boom in Accounting"19:19 "Path to Partnership Challenges"22:24 From Early Jobs to Sales Success23:28 Embedding Core Values at Eisner26:35 Building Success Through Relationships31:22 AI Reshaping Accounting Industry34:53 Evolving Accounting Career Expectations38:31 Retirement Plans and Reflections40:24 Learning from Entrepreneurial Mistakes

What if the single biggest leap every young CPA makes—becoming a true trusted advisor—could happen years faster? This episode reveals exactly how.On this episode of Codified Wisdom, host Eric Eager sits down with the legendary Barry Melancon, who served as president and CEO of the AICPA for three transformative decades. Barry pulls back the curtain on his remarkable journey—growing up in rural Louisiana, the tough career decisions that defined his path, and ultimately, his bold leadership that evolved the entire accounting profession from simply “saying no” to clients to becoming their most vital champions and partners.Key Highlights:Barry’s humble beginnings and how childhood shaped his confidence and leadership style.The critical, risky career choices—like turning down an 80% pay increase—that paid off in the long game.The evolution of the CPA profession under Barry’s stewardship, from rule enforcers to strategic business advisors.Eye-opening insights on what’s next for the accounting world, including the pivotal role of AI, private equity, and global trends.How confidence and business acumen—not just technical skill—are the new currency for CPAs, and why building them fast is now possible.The importance of combining the human element (trust, ethics, passion) with new technology to multiply your impact.Tangible examples of how young professionals can gain the confidence to deliver value earlier in their careers thanks to platforms like 4impact Data.Follow-up Steps:Reflect on a recent business decision or career risk. How could a ‘passion plus confidence’ approach have changed your response?Identify one way you can become more of a strategic advisor for your clients or team this week.Check out resources from 4impact Data (https://4impactdata.com) to see how technology can help you help others—faster.Don’t miss this inspiring, wisdom-packed conversation with one of the accounting world’s greatest leaders. Whether you’re a veteran CPA, an aspiring advisor, or a business owner, discover how to get further, faster, by learning from both the hard lessons and future-focused strategies Barry shares.Listen now, subscribe, and set your sights on that next big leap in impact and influence!Timestamped Overview00:00 Kenny's Journey and Milestones06:15 Path to Partnership Decisions09:38 Evolving the CPA Profession13:35 Global Accounting Profession Insights16:50 Embrace Uncertainty, Be Trusted Advisor20:04 Trust in CPA Relationships22:32 Empowering Entrepreneurs with CPA Wisdom26:34 Accelerating Success with AI Data29:28 "Overcoming Business Failures"33:46 Confidence Amid Rapid Challenges35:31 "Codified Wisdom Summary"

🚀 Excited to announce the launch of Codified Wisdom—a brand new podcast for business leaders, entrepreneurs, and CEOs who want to make smarter decisions, avoid common pitfalls, and scale with clarity.Hosted by Eric Eager, founder & CEO of For Impact Data, this show goes beyond trends to offer practical insights, real-world stories, and proven frameworks from leaders who’ve been in the trenches. Whether you’re building or scaling your business (or determined to avoid costly mistakes), this is your fresh lens for getting further, faster.3 Key Takeaways from Episode 0:Real-World Wisdom, No Fluff: The podcast is dedicated to actionable lessons and strategies that work in today’s business landscape.Learn from the Best: Hear firsthand from entrepreneurs, executives, data experts, and operators who share both their scars and successes.Frameworks That Last: The focus is on frameworks, data-driven decisions, and questions that help you separate thriving businesses from those that stall out.Ready to get ahead? Subscribe to Codified Wisdom on your favorite podcast platform or check out more at 4impactdata.com#Leadership #BusinessGrowth #PodcastLaunch #CodifiedWisdom #Entrepreneurship