The Herbein Conversation

PODCAST · business

The Herbein Conversation

Welcome to The Herbein Conversation: a podcast where we dive deep into the world of accounting, tax, and all things advisory, including HR Consulting, Risk Management, Wealth Management and other trending topics. Join us to learn from our specialists across Herbein, a premier CPA advisory firm committed to helping clients succeed with confidence today and tomorrow.

  1. 23

    Unpacking 'Pig Butchering' Scams

    For the Season 1 finale of the The Herbein Conversation’s Fraud Fighters series, host Debbi Fetter is joined by returning guest Julie Mixtacki to explore a fast-growing and highly manipulative scam known as Pig Butchering.These scams that often target older adults blend romance and investment fraud, and use social media and messaging apps to gain trust before convincing victims to invest in fake cryptocurrency platforms.Tune in to learn:How Pig Butchering scams typically unfoldRed flags to watch forWhy seniors are especially at riskActionable tips to stay protectedListen now to close out Season 1 and prepare yourself for one of today’s most dangerous financial scams. We’ll be back this fall with Season 2 of Fraud Fighters, featuring more expert guests, new topics and additional fraud prevention strategies.

  2. 22

    The Data Behind Engagement: Why People Power Performance

    In this episode of The Herbein Conversation Podcast, host Hannah Kubik is joined by Scott Smith, Director of Client Services in Herbein’s Human Capital & HR Consulting practice.Building on his recent blog, Employee Engagement Data and Value Creation: Lessons from Moneyball, Scott dives deeper into why employee engagement is more critical than ever, and how organizations can use validated, benchmarked data to understand, measure, and improve it.From Gallup’s 2025 State of the Global Workplace findings to Herbein’s own recognition as a 2025 Top Workplace, this conversation explores what truly drives engagement today, how it connects to business value, and how companies can take meaningful action.

  3. 21

    Modern Identity Theft: What You Need to Know to Stay Safe

    In this episode of ⁠The Herbein Conversation's Fraud Fighters⁠ series, host Debbi Fetter, Partner and Managing Director, flips the script with guest interviewer Hannah Kubik, to tackle one of the most persistent and evolving threats facing individuals and businesses alike: identity theft.From financial fraud to voice verification scams using AI, Debbi breaks down the many forms identity theft can take and shares practical steps to protect your personal and professional information.

  4. 20

    ACH Fraud: What You Don’t Know Could Cost You

    In this episode of ⁠The Herbein Conversation's Fraud Fighters⁠ series, host Debbi Fetter, Partner and Managing Director of Herbein’s Risk Management practice, is joined by Michelle Sowers, Senior Manager with Herbein’s On Demand Accounting and Advisory Services team. Together, they dive into real-world examples of ACH fraud, explore why businesses are especially vulnerable, and offer actionable tips to help you detect and prevent fraudulent transactions. Learn how to safeguard your business with daily monitoring, verification protocols, employee education, and more.

  5. 19

    Elder Fraud on the Rise Pt. 2: Digital Scams

    In this episode of The Herbein Conversation's Fraud Fighters series, host Debbi Fetter, Partner and Managing Director, is joined by Julie Mixtacki, Senior Manager and returning guest from our earlier episode on elder fraud.  This time, they discuss the growing threat of digital scams targeting older adults, and explore additional methods fraudsters use to exploit emotional vulnerability, isolation, and lack of tech familiarity to deceive older adults. Tune in for practical tips to protect your loved ones from phishing, tech support scams, and more.

  6. 18

    Don’t Click That Link! Smishing Scams and How to Avoid Them

    In this episode of The Herbein Conversation’s Fraud Fighters, Debbi Fetter, Partner and Managing Director, and Jeff Johns, Partner, take a deep dive into smishing, the phishing scam that hits your phone. Learn how to identify scam messages, verify sources, and educate your team before fraud strikes.

  7. 17

    HR Trends 2025: Are Organizations Keeping Up?

    In this episode of The Herbein Conversation Podcast, host Hannah Kubik sits down with Karen DiGioia, Director of Client Services in our Human Capital & HR Consulting practice, to explore the biggest HR trends shaping 2025. Together, they compare national insights from SHRM’s 2025 State of the Workplace Report with real-world responses from Herbein’s HR Benchmarking Survey.

  8. 16

    Combating Check Fraud in a Digital Age

    In this episode of The Herbein Conversation's Fraud Fighters series, host Debbi Fetter, Partner and Managing Director, sits down with Jason Kline, Senior Manager in Herbein's Risk Management practice, to discuss the evolving threat of check fraud.Fraudsters are using increasingly sophisticated tactics—from check washing to mobile deposit scams—to target businesses and individuals alike. Learn how to spot red flags and implement practical strategies to protect your finances.Whether you're a business owner or managing personal accounts, this episode will equip you with the knowledge to stay one step ahead of fraud.

  9. 15

    Protecting Your Business from Accounts Payable Fraud: Best Practices for 2025

    Accounts payable fraud is on the rise, and businesses need to stay ahead of the latest threats. In this episode of the Fraud Fighters podcast, host Debbi Fetter, Partner and Managing Director of our Risk Management practice, and Lyle Loeb, Partner, break down the newest fraud schemes—from AI-driven invoice scams to payment diversion tactics and employee reimbursement fraud.Tune in to learn essential strategies to protect your organization’s finances and prevent costly fraud risks.

  10. 14

    Cyber Deception: The Rise of Business Email Compromise

    In this episode of The Herbein Conversation's Fraud Fighters series, host Debbi Fetter, Partner and Managing Director, and Jeff Johns, Partner, explore the growing threat of business email compromise (BEC). They discuss how cybercriminals manipulate employees into revealing sensitive information, the staggering financial losses caused by these scams, and real-world cases affecting businesses of all sizes. Tune in to learn how to safeguard your organization from this pervasive cyber threat.

  11. 13

    HR in 2025: Navigating Federal Policy Shifts and Compliance Challenges

    In this episode of The Herbein Conversation podcast, host Hannah Kubik welcomes back Kris M. Bashore, VP and Practice Lead for Herbein’s Human Capital & HR Consulting practice. Together, they break down recent federal policy shifts, including the revocation of Executive Order 11246, changes in EEOC leadership, and proposed workforce reductions. Learn what these developments mean for HR teams and how organizations can proactively adapt to the evolving compliance landscape.

  12. 12

    Elder Fraud on the Rise: How to Spot & Prevent Scams

    In this episode of the Fraud Fighters podcast series, host Debbi Fetter, Partner and Managing Director for our risk management practice, and Senior Manager Julie Mixtacki explore the growing issue of elder fraud—a range of scams that prey on vulnerable adults over 60.They break down common schemes like romance scams, tech support fraud, and more. Learn how these scams work, key warning signs to watch for, and practical ways to help protect seniors from financial abuse.

  13. 11

    Inbox Infiltrated: The Truth About Email Compromise

    In this episode of the Fraud Fighters podcast series, host Debbi Fetter, Partner and Managing Director, and Jeff Johns, Partner, explore the rising threat of email compromise—a sophisticated cyber attack that continues to target individuals and businesses alike.Discover how these attacks happen, the red flags to watch for, and the most effective strategies to prevent them. From strengthening email security to implementing proactive risk mitigation tactics, this episode provides expert insights to help safeguard your sensitive information.

  14. 10

    Beyond the Ballot: Workplace Conduct and Social Media Tips

    In this episode of Herbein Conversation, we welcome back Kris Bashore, VP and Practice Lead for Herbein’s HR Consulting practice, to tackle a timely topic: navigating political discussions in the workplace after the 2024 presidential election. Building on insights from our earlier episode, "Navigating Politics in the Workplace: Best Practices for Leaders and Teams," this conversation dives into strategies for keeping workplace conversations respectful, guidance for managing political posts on personal social media accounts, and reminders that employees are brand ambassadors for their employers. Tune in for actionable tips to maintain a positive and professional workplace culture post-election.

  15. 9

    Navigating Politics in the Workplace: Best Practices for Leaders and Teams

    In this timely episode of the Herbein Conversation podcast, we're joined by Kris Bashore, Vice President and Practice Lead for Herbein’s HR Consulting practice, to explore how to handle politics in the workplace. With an upcoming election on the horizon, Kris shares essential best practices for leaders and teams to maintain a respectful and inclusive environment. From guidelines on political clothing and discussions to managing heated conversations, this episode provides actionable insights to help your workplace remain a safe space for all employees.

  16. 8

    Welcome to Fraud Fighters: Combating Fraud One Battle at a Time

    In this kick-off episode, we introduce our host and partner of our Risk Management team, Debbi Fetter. Debbi provides an overview of what the “Fraud Fighters” series is about, what inspired it, and what listeners can expect to learn. Our goal for the series is to help our audience learn how to lessen, mitigate, and in some cases prevent the blow that comes from fraud incidents targeting businesses today by properly aligning banking products, internal checks & balances, and information technology measures. 

  17. 7

    Navigating Economic Trends: Consumer Confidence, Spending, and Financial Resilience

    Welcome to the Herbein Conversation podcast, where we explore the issues that matter most to your business. In this episode, Matt Kline, an Investment Advisor Representative at Herbein Financial Group joins us to discuss the latest consumer spending habits and trends, diving into key indicators like the Consumer Confidence Index (CCI), Consumer Price Index (CPI), and Personal Consumption Expenditure (PCE). Key topics include how inflation and rising costs impact consumer behavior, the implications of falling personal savings rates, and the significance of increasing credit card delinquencies. Tune in to understand how to navigate the complex economic landscape and make informed financial decisions. This presentation is for information purposes only and is not intended to be representative of any specific investment strategy or products. Opinions expressed herein are solely those of Herbein Financial Group and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial advisor prior to implementation. Herbein Financial Group is a Registered Investment Advisor with the United States Securities Exchange Commission and works with clients throughout the United States. However, the firm only transacts business in states where it is properly notice filed, or excluded or exempted from notice filing or registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. This presentation should not be construed or interpreted as a solicitation to buy or sell any securities or investment advisory services. Past performance is not indicative of future results. Any references to returns do not reflect the impact that advisory fees and other expenses will have on the results. All investment strategies have the potential for profit or loss and there are no assurances that an investor’s portfolio will match or outperform any particular benchmark. Neither Herbein Financial Group nor any of its agents offer legal or tax advice. The firm is not engaged in the practice of law or accounting.   This presentation and the information contained herein is protected by copyright and intellectual property laws and may not be altered, reproduced, distributed, sold, published, or edited at any time without the express, written consent of Herbein Financial Group.

  18. 6

    Preparing for the Future: Estate Planning from a Tax Perspective

    Welcome to the Herbein Conversation Podcast, where we delve into pressing topics impacting your business. In this episode, we explore the world of estates and trusts with Stacy Weller, a Partner in Herbein's tax practice. Join us for an in-depth discussion of the changes in tax laws, as well as ways we can help turn those changes into your opportunities. Start estate planning now to ensure you are utilizing your wealth to its best potential - with the latest Herbein Conversation Podcast.

  19. 5

    Leading the Way: Linda Himeback - Herbein's Trailblazing 1st Woman Partner

    Welcome to the Herbein Conversation podcast, where we explore the issues that matter most to your business. In this Women's History Month episode, we invited Linda Himeback, Herbein’s first woman partner, for a discussion with Marybeth Olree, Herbein partner and co-leader of the firm’s women’s initiative, HWomen RISE. Linda shares her unique perspectives on the progress of women in accounting, and her personal story of her first days at our firm through admission to the partnership. Join us for this special Herbein Conversation.

  20. 4

    Navigating the Now, Where, How Approach: A Dive into Business Planning

    Welcome to the Herbein Conversation podcast, where we explore the issues that matter most to your business. In this episode, we examine the Now, Where, How approach with Ashley Blessing, senior manager in Herbein's small business group. Tune in today!

  21. 3

    Decoding CECL: An Overview of the Financial Reporting Changes

    In this episode, we examine Current Expected Credit Losses (CECL) with Kaitlyn Schappell, senior manager in Herbein's assurance practice. CECL is a new accounting standard introduced by the Financial Accounting Standards Board, which will replace the current incurred loss model with an expected loss credit loss model, aiming to provide a more forward-looking approach to assessing credit risk.

  22. 2

    Proposed Rulings in HR: What Employers Need to Know

    Welcome to the Herbein Conversation podcast, where we explore the issues that matter most to your business. Join Herbein HR Consulting vice president and practice lead Karen DiGioia, as she examines the proposed rulings centered on overtime pay exemption. Tune in today!

  23. 1

    Hiring Assessments: The Key to Retention

    Welcome to the Herbein Conversation Podcast, where we delve into pressing topics impacting your business. Join Dr. Gary Kustis, a partner of Herbein Watterson Talent Solutions as he explores the world of hiring assessments. Discover why assessments remain pivotal in today's job market, how technology is transforming the landscape, and best practices for integrating assessments into your hiring process. Tune in for valuable insights that could reshape your approach to talent acquisition and development.

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ABOUT THIS SHOW

Welcome to The Herbein Conversation: a podcast where we dive deep into the world of accounting, tax, and all things advisory, including HR Consulting, Risk Management, Wealth Management and other trending topics. Join us to learn from our specialists across Herbein, a premier CPA advisory firm committed to helping clients succeed with confidence today and tomorrow.

HOSTED BY

Herbein + Company, Inc.

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