In this episode, Rory speaks with Alan Whitman, former CEO and Chairman of Baker Tilly, about his philosophy of “breaking the mold” and how it has shaped his approach to leadership and innovation in the accounting profession. Learn why Alan believes that intentional evolution, rather than revolution, is the key...
In this episode, Rory speaks with Samantha Lamas, a behavioral researcher at Morningstar, about the crucial but often neglected aspect of retirement: emotional preparedness. Discover how retirement is evolving beyond the traditional notion of leisure and why it’s essential to consider the psychological transitions alongside financial planning. Learn why Samantha...
In this episode, Rory welcomes Alex Kirby, CEO of Total Family, to discuss how families can uncover and pursue their life visions. Learn how Alex transitioned from banking to leading a company that focuses on defining and aligning family values, purpose, and roles to create a meaningful vision. Discover why...
In this episode, Rory welcomes Jamie Peebles, who shares his journey from lawyer-turned-developer to Founder and CEO of Knuula. Discover why solving problems that generate revenue quickly can be more valuable than chasing perfection, and how Knuula’s platform is revolutionizing document workflows for firms. Jamie discusses the challenges of starting...
In this episode, Rory speaks with Jody Padar, the Radical CPA, about the future of CPA firms and her latest book, "Radical Pricing." Discover why Jody believes the traditional CPA firm model won't exist by 2030 and how private equity and fintech are transforming the accounting profession. Learn about the...
Connect on LinkedIn:Connect with Rory HenryConnect with Eric EagerLearn more aboutArrowroot Family Office4 Impact Data AI and Data: A GPS for Business Success/ Eric Eager In this episode, Rory interviews Eric Eager, the CEO of 4impactdata, a company leveraging AI to enhance business success. Discover how Eric, a recovering CPA with a...
Connect on LinkedIn:Rory HenryByron Patrick CPA, CITPLearn more aboutArrowroot Family OfficeVerifyiQ Leadership in a Volatile Landscape w/ Byron Patrick In this episode, Rory interviews Byron Patrick, the CEO of VerifyIQ, a practice management solution that automates and accelerates bookkeeping reviews. Discover how Byron, a CPA turned tech innovator, navigates leadership in the...
In this episode, Rory speaks with Shahram Zarshenas, CEO of Financial Cents, to explore how practice management software can transform accounting firms. Discover Shahram's unique journey from private equity to founding Financial Cents, and learn how his non-traditional background helped him create a tool that addresses workflow inefficiencies and enhances...
In this episode, Rory speaks with Shannon Hay, SVP at United Midwest Savings Bank, to talk about accounting firm financing and acquisitions. Discover the opportunities and challenges for firm sellers and buyers and how private equity is reshaping the profession. Learn about the critical role of relationships in the value...
In this episode, Rory welcomes Andrea Eisfeldt, economist, researcher, and finance professor at UCLA Anderson School of Management, to talk about intangible assets. Discover why intangible assets, such as software, R&D, and brand capital, are critical yet overlooked parts of valuing companies. Learn how Andrea's research led to the development...
