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All Episodes

Protea Conversations — 70 episodes

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Title
1

Michael Brown - Don’t Run With the Herd

2

Knowing Your Value, Setting Boundaries, and Starting Again - Melissa Armstrong

3

AI, Hiring & the Modern Accounting Firm - Anderson Petergeorge

4

The Audit Partner Who Took Improv Classes - Dan McMahon

5

Camden Bean - Nobody knows what advisory is!

6

Chase Damiano - Mastering Leadership and Scaling Your Business

7

Jennifer Green - Scaling an Accounting Firm Without Losing Your Culture

8

Seth Fineberg - How a Non-Accountant Revolutionized Thinking About the Future of Accounting

9

Diana Gleason - What I Gained from Gary Vaynerchuk's Mentorship

10

Cash East - The Courage to Take Big Swings

11

Jeff Okrepkie - From Fire Recovery to Public Service

12

Paul Schwartz - Strategies for effective networking and communication

13

Michael Mathews - Connecting Food, Business, and Leadership

14

Nancy McClelland - Celebrating Authenticity and Building Community in Accounting

15

Katie Thomas - From Accounting to Marketing: How Katie Took the Leap and Found Success

16

Anshul Agrawal - Building Global Teams with Offshoring

17

Randy Crabtree - How a Stroke Shifted a CPA’s Perspective on Success and Human Connection

18

Episode 50 - Justin Stephen - From Sales to Taxes: Journey to securing a legacy

19

Episode 49 - Leadership Lessons from the Policeman turned Chief Executive Mike Roe

20

Episode 48 - Ryan Brinkman - Boldness in Client Relationships and parenting

21

Episode 47 - Brit Summerill - From auditor to CFO to super connector

22

Episode 46 - Mike Bark - Empowering the Next Generation: Leadership and Innovation in Accounting

23

Episode 45 - Serena Shoup - Family, business, coach, and music. A story of fitting it all in!

24

Episode 44 - Chad Davis - RVs, Ai, and living a dream life through accounting

25

Episode 43 - Joe Manganelli - From Wall Street to Entrepreneurship

26

Episode 42 - Justine Lackey - Selling a Business: Lessons and Experiences

27

Episode 41 - Erin Pohan - Building a Modern Accounting Business

28

Episode 40 - Isaac Perdomo - Unlocking Time: The Power of Automation in Accounting

29

Episode 39 - Mike Sylvester - From Submarines to CPA to X influencer

30

Episode 38 - David Barbieto - From Numbers to Leadership, a Legacy Building Journey

31

Episode 37 - Geni Whitehouse - The Evolving Role of Accountants from the mouth of a trailblazer

32

Episode 36 - Scott Fuller - Navigating the Intersection of Faith and Finance

33

Episode 35 - Georgia Athanasiou - Fast cars, fast dogs, and cash flow!

34

Episode 34 - Lori Beth Merrill - The Essential Role of Fiduciaries in Estate Planning

35

Episode 33 - Lisa Hannah - Empowering Women in Real Estate

36

Episode 32 - Tailor Hartman - Challenging yourself to scale

37

Episode 31 - Jacob Giroux - Embracing the Journey

38

Episode 30 - Kellie Parks - Building Community in Cloud Accounting

39

Episode 29 - Ruby Steinbercher - From Loss to Legacy: Ruby's Estate Planning Insights

40

Carter Welch - Start where you are!

41

Episode 28 - Chris Williams - The Business of Buying Small Businesses

42

Mark Corum - what was the toughest lesson to success?

43

Episode 27 - Molly Varangkounh - Transforming Business Through Curiosity

44

Andrea Christensen - Lessons I wish I learned before I started

45

Episode 26 - John Fenton - Building Resilience in Business and Sports

46

Episode 25 - Rory Henry - Transforming Advisory Conversations for Better Outcomes

47

Episode 24 - Vipul Sheth - The Future of Outsourcing in Accounting

48

Episode 23 - Caleb Jenkins - The Power of Vision in Career Success

49

Episode 22 - Eugene Dilan - The Power of Inclusion in Leadership

50

Episode 21 - Jamie Skinner - The Art of Process Improvement in Accounting

51

Episode 20 - Terrell Turner - The Golden Age of Leadership

52

Episode 19 - Bryan Coryell - The Intersection of Law and Music

53

Episode 18 - Adam Lean - Sales expert teaching accountants how to value themselves

54

Episode 17 - Stacey Feldman - Conversation with a start-up veteran

55

Episode 16 - Krystalynn Schlegel - The Nomad Insurance Consultant

56

Episode 15 - Zack Swad - A financial advisor built on lessons from his Grandfather!

57

Episode 14 - Bill Vick - Adapting to Change in the Financial Services Industry Learning from Mistakes and Understanding Oneself

58

Episode 13 - Dominic Piscopo - Adding transparency to the accounting world

59

Episode 12 - Leo Bakerian - Protecting your business information from the dark web!

60

Episode 11 - Victor McKnight - Insurance consultant your business you really need!

61

Episode 10 - Isaac Smith - Making offshoring easy!

62

Episode 9 - Tony Wilson - Fractional CFO | Business Coach | 😎 Dad x4

63

Episode 8 - Roman Villard - Go Full Send! The accountant emphasizing balance for success!

64

Episode 7 - Josh Sterling - A soccer coach now helping you to financial freedom

65

Episode 6 - Hannah Smolinski - YouTube Superstar helping your business succeed

66

Episode 5 - Jeremy Little - The teacher turned attorney protecting your business

67

Episode 4 - Lukas Sundahl - Demystifying financial data and making accounting fun!

68

Episode 3 - Carter Welch - Making mega corporation experience available to small business

69

Episode 2 - Mark Corum - He built an add-on to make your accounting life easier!

70

Episode 1 - Andrea Christensen - Owner of a 100 year business!