Dear Accountant (Cecilia Leung CPA)
Explore every episode of Dear Accountant
| Pub. Date | Title | Duration | |
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| 29 Dec 2021 | S3 E10. Mission Incredible - What a fantastic year it has been! | 00:05:45 | |
Hey friends, welcome to the Dear Accountant podcast season 3 finale. I know it feels like it’s been forever, right? Thank you so much for all your notes saying hello and checking up on me - yes I am still here. So this episode is just going to be me talking to you - so I titled this episode Dear Cece’s friends, which is YOU! What better way to wrap up season 3 right? For all of you that are listening, I may not know who you are, yet; but I am very thankful that you are here sharing this moment with me. No matter where you are in the world, what journey you are on, I wish you the very best, good health with a lot of love and joy. I wish to meet you someday in person - in my workshop, group coaching or speaking events! Or hey maybe just in the coffee shop or bookstore! Happy holidays to you and your family and loved ones - I will see you back here on the Dear Accountant podcast in the new year 2022 kicking off Season 4! Until then, take care of yourself - rest up and get ready to kick ass in the new year!!
Cece ———-
ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.
Personal Website: www.ceceleung.com Book Website: www.dearaccountantbook.com The Entrepreneur CFO website: www.ecfopro.com Coaching, Training and Workshop: https://www.ecfopro.com/training-and-coaching/ PR, Media and Collab: https://www.ceceleung.com/media Podcast Blog: https://www.ceceleung.com/blog Linkedin: https://www.linkedin.com/in/ceceleung/ | |||
| 02 Aug 2021 | S2 E9. Are you thinking about getting an advanced accounting accreditation? | 00:21:28 | |
Mansour Farhat is a CPA, CIA, CFE, CGMA, MAcc. He is the mastermind behind a series of online courses and a YouTube channel that is helping thousands of students achieve their advanced degree goals. Mansour understands that the traditional classroom setting is generally a one-size-fits-all. Not every student has the same pace of learning and students who need extra time to understand certain concepts may be left behind. farhatlectures.org offers open Accounting instructional videos to learners who want to study at their own pace in and outside the classroom. The website offers a growing number of Accounting lectures that cover college-level Accounting. Any student around the world who is struggling to understand a particular Accounting concept or juggling classes, a job, and family responsibilities can take advantage.
ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella. Personal Website: http://www.ceceleung.com Book Website: http://www.dearaccountantbook.com The Entrepreneur CFO website: http://www.ecfopro.com Linkedin: https://www.linkedin.com/in/ceceleung/
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| 28 Feb 2022 | S4 E4. How to create joy and purpose in your life? | 00:36:59 | |
I’m so excited to share this week’s episode with Danny Bader. Danny is an incredible public speaker, motivational instructor, author, provider, and more. After a near-death experience, Danny connected with the process and feeling of being alive in a whole new way. He advocates and helps others create joy, purpose, and fulfillment. In this episode, we dive deeply into the best ways to create with integrity and authenticity, to connect with others, and to be the best version of yourself. His career and passion shines through the episode, and there are tons of tidbits of great advice and strategies for living your best life. I hope you enjoy this as much as I did! BLOG: https://www.dearaccountantbook.com/post/how-to-create-joy-purpose
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| 11 Nov 2021 | BONUS: Pay Matters with David Weaver | 00:30:41 | |
Hi everyone, this is Cece, thanks for tuning in. I cannot believe there's only 2 months left so I want to finish this year strong! Things have been great and I have been traveling a lot so I am exhausted! Aside from the 3 remaining episodes for this season, I have so many bonus episodes I'd like to share! Recently I got a lot of questions about pay and compensation, so I thought I’d re-broadcast this chat I had with David Weaver earlier this year during the lockdown. David is the award-winning author and podcast host called Pay Matters. Compensation is such a sensitive topic and most of us do not feel comfortable talking about it. We all want to get paid fairly and competitively for what we do. How much are you worth? Compensation is never just about money. What matters to people at different stages of life should be taken into account. But I do think people care about company culture and values, flexibility, community and contributions, and the sense of belonging, feeling that they are part of something greater than themselves. We all want to have a truly fulfilling personal and professional life. Enjoy the episode!
About David Weaver: David is the President of Compensation and HR group. He's also the award-winning author of Pay Matters: The Art and Science of Employee Compensation. He's an influential and highly skilled Compensation Consultant with extensive experience working with senior leaders in Human Resources to design and implement compensation programs seamlessly. He has strong background in compensation program design, salary surveys, base pay, incentive plans, executive compensation, total rewards, sales incentives, performance management, job evaluation, global compensation, FLSA reviews and employee engagement surveys. Connect with David on LinkedIn: https://www.linkedin.com/in/davidkweaver His company website: https://chrg.compensationhr.com/ Pay Matters Book: Pay Matters Podcast: https://paymattersbook.com/podcast/
ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.
Personal Website: www.ceceleung.com Book Website: www.dearaccountantbook.com The Entrepreneur CFO website: www.ecfopro.com Coaching, Training and Workshop: https://www.ecfopro.com/training-and-coaching/ PR, Media and Collab: https://www.ceceleung.com/media Podcast Blog: https://www.ceceleung.com/blog Linkedin: https://www.linkedin.com/in/ceceleung/ | |||
| 26 Apr 2021 | S1 E4. Get great career advice & learn the many dynamic opportunities in accounting! | 00:27:09 | |
Cece's guest is Nathan Liao, the founder of CMA Exam Academy, a top Certified Management Accountant exam review program. As a CMA and CMA coach, Nathan mentors accounting and finance professionals in over 80 countries to earn their CMA certification in as little as 8 months. The unique review framework in CMA Exam Academy has proven to be the key to his students’ outstanding success in attaining their dream of earning the Certified Management Accountant certification. To connect with Nathan: https://cmaexamacademy.com/contact/ ABOUT "DEAR ACCOUNTANT" & Host Cecilia Leung, CPA Each episode of "Dear Accountant" is packed with actionable advice to help young finance professionals get ready for their next big thing! Hosted by Cecilia ”Cece” Leung, CPA. Cece is as smart as she is personable. For over two decades, Cece honed her professional skills in the corporate world working for powerhouse firms like JP Morgan, PricewaterhouseCoopers, and Ernst & Young. As an Chinese emigrant, Cece also offers a real-world empathetic perspective of a female, minority business owner. | |||
| 12 Apr 2021 | S1 E2. Learn how to embrace change and thrive! | 00:31:31 | |
Jody Padar, known as the radical CPA, began her “radical journey” 13 years ago. Jody was at an old-school firm with seven partners. As a young staff member, Jody was working an insane number of hours. When she became a mother, Jody knew the culture of the firm was just not right for her. That’s when she decided to join her dad’s firm. One of the first things he said to her was, “this is my practice, and you’ll need to go find your own customers.” And that was the best advice he ever gave Jody. Today, Jody Padar is vice president of strategy at Botkeeper, Inc., an accounting software firm based in the Chicago area. As one of the profession’s visionary thought leaders, Jody has redefined the business model of an accounting practice. Each episode of "Dear Accountant" is packed with actionable advice to help young finance professionals get ready for their next big thing! Hosted by Cecilia ”Cece” Leung, CPA. Cece is as smart as she is personable. For over two decades, Cece honed her professional skills in the corporate world working for powerhouse firms like JP Morgan, PricewaterhouseCoopers, and Ernst & Young. As an Chinese emigrant, Cece also offers a real-world empathetic perspective of a female, minority business owner. | |||
| 24 Jan 2022 | S4 E1. Center for Accounting Diversity with Dr. Kecia Williams Smith | 01:10:28 | |
The topic of Diversity in Accounting is not new. I have been hearing about it even before I entered into the profession almost two decades ago! Yet, the accounting profession is still not where it should be in terms of diversity goals. Any studies or statistics would show you that the representation of minorities in the accounting profession is low, specifically as the professionals continue to rise up the rank. In the past years, we also heard about the pipeline problem - some of the young talents just don’t find accounting an attractive career option, which is such a shame because I personally love accounting, and how my accounting background and experiences has opened up so many opportunities and helped me to continue to build my entrepreneurial career. Usually, when people look at me, they would never think I am an accountant - but I am a super proud accountant, and I am also a lot of things - I am a published author, podcast host, speaker, business owner, endurance athlete, pianist, and yes, I also built an online skin care company and sold it many years ago! And honestly, when you get to know more of us in accounting, you will know how fascinating our stories are - there are comedians, FBI agents and children book authors - you name it! So I say we as accountants need to break this stereotype, change our narrative and branding, most importantly, share our stories so people know exactly what we do and the impact of our work.
ABOUT DR. KECIA WILLIAMS SMITH, PhD, CPA, Director, Center for Accounting Diversity Kecia is a CPA, and currently serves as the Director of the Master of Accountancy Program in the Department of Accounting and Finance at North Carolina A&T State University. She spent her early careers at one of the big 4 for almost a decade, then, she pivoted to join the Public Company Accounting Oversight Board (PCAOB) where she created and led the Inspections Training Office that served over 400 inspection personnel. Yes, if you remember, the PCAOB is a dedicated regulatory agency that was created by the Sarbanes–Oxley Act of 2002 to audit the auditors. Then, after spending almost another decade there, she went back to school to get her PhD - and post-PhD, she taught at Virginia Tech for a few years, and eventually returned to her alma mater in academia, bringing all her experiences together to the classroom. Cece’s note: Kecia’s passion is contagious. I’d say it’s obvious that helping pave the way to quality education to the younger generations is not only her vocation, but her calling in life. Thank you, Kecia! Connect with Kecia: https://www.linkedin.com/in/kecia-williams-smith-ph-d-cpa-6053b11/
GET ON THE MAILING LIST The Center for Accounting Diversity will be officially launching in Feb 2022 -- so exciting!! Stay up to date with this important initiative - send an email to thecenter@ncat.edu to be added to the mailing list.
ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.
Personal Website: www.ceceleung.com Book Website: www.dearaccountantbook.com The Entrepreneur CFO website: www.ecfopro.com Coaching, Training and Workshop: https://www.ecfopro.com/training-and-coaching/ PR, Media and Collab: https://www.ceceleung.com/media Podcast Blog: https://www.ceceleung.com/blog Linkedin: https://www.linkedin.com/in/ceceleung/ | |||
| 11 Jul 2022 | S5 E4. Your Favorite Mentor series with Chuck Burch: Updates + *Rebroadcast* How to embrace masculinity and vulnerability | 01:12:09 | |
*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free! S5 E4. Your Favorite Mentor series with Chuck Burch: Updates + *Rebroadcast* How to embrace masculinity and vulnerability One of the most downloaded episodes has been season 3, episode 6 with Chuck where we talked about masculinity, vulnerability and insecurity of men. I decided to bring back your favorite mentor for a short coffee chat while we rebroadcast his episode because he always has interesting perspectives to share and I always learn so much from talking to him. As most of you know from reading his story in my book, he grew up in the inner city in a single parent household, but his determination and focus has helped him get through so many unexpected twists and turns in his life - ultimately started his entrepreneurial journey and built a very successful business. Let's see what he’s up to! CONNECT WITH CHUCK BURCH: Linkedin: https://www.linkedin.com/in/c Company Website: http://www.chuckburchcfp.com/ Chuck Burch Scholarship Fund: https://www.chuckburchscholar The Evolution of Skating: Live, Love, Sk8 to Tell It (The Evolution of Skating Series) https://www.amazon.com/Evolut
ABOUT CECE LEUNG, CPA
Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.
Personal Website: www.ceceleung.com Book Website: www.dearaccountantbook.com The Entrepreneur CFO website: www.ecfopro.com Coaching, Training and Workshop: https://www.ecfopro.com/train PR, Media and Collab: https://www.ceceleung.com/med Podcast Blog: https://www.ceceleung.com/blog Linkedin: https://www.linkedin.com/in/c | |||
| 16 Apr 2021 | S1 E3. Learn how to own your life! | 00:33:19 | |
Ryan Sterling is a Chartered Financial Analyst, financial advisor, wealth coach, podcast host, and an author - and that is not even half of what he does. He's really all in! Despite being a successful high earning finance professional, he once fell into the same financial trap that most Americans fall victim to. Today his mission is to bring financial peace and independence to the masses by taking clients on the journey from being a consumer of stuff and supplier of labor to an owner of capital and life on their own terms. ABOUT RYAN STERLING Ryan Sterling is the founder of Future You Wealth, a successful wealth manager and sought after holistic wealth coach, speaker, and published author of “You’re Making Other People Rich”. As a financial advisor, he challenges and inspires people to live life on their terms by taking accountability and action over their wealth. Ryan has personally worked with thousands of people to help go from being a consumer of “stuff” to an owner of capital and life on their terms. He has been featured in media outlets such as Business Insider, CNN Money, Huff Post, and is a TEDx speaker. He has earned his MBA and the distinction of Chartered Financial Analyst. Before starting Future You Wealth, he worked at some of the world’s leading financial institutions such as Goldman Sachs, AllianceBernstein and Capital Group. TEDx Talk - https://www.youtube.com/watch?v=_-kUV9HMVMU Book - https://ryansterling.com/book/ Podcast - https://ryansterling.com/blog/ Future You Wealth - https://futureyouwealth.com/
ABOUT "DEAR ACCOUNTANT" & Host Cecilia Leung, CPA Each episode of "Dear Accountant" is packed with actionable advice to help young finance professionals get ready for their next big thing! Hosted by Cecilia ”Cece” Leung, CPA. Cece is as smart as she is personable. For over two decades, Cece honed her professional skills in the corporate world working for powerhouse firms like JP Morgan, PricewaterhouseCoopers, and Ernst & Young. As an Chinese emigrant, Cece also offers a real-world empathetic perspective of a female, minority business owner. | |||
| 10 May 2021 | S1 E6. Humor is an important element of success! | 00:41:53 | |
Drew Tarvin is speaker / trainer / author / coach who teaches people and organizations how to use humor to be more effective while having fun. Drew has delivered speaking and training sessions for over 10,000 people at more than 100 organizations, including Procter & Gamble, GE, general assembly, and the Ohio State University. Through his company, “humor that works” he helps people find success by tapping into their natural personality. He also loves the color orange and is obsessed with milkshakes. ABOUT "DEAR ACCOUNTANT" & Host Cecilia Leung, CPA Each episode of "Dear Accountant" is packed with actionable advice to help young finance professionals get ready for their next big thing! Hosted by Cecilia ”Cece” Leung, CPA. Cece is as smart as she is personable. For over two decades, Cece honed her professional skills in the corporate world working for powerhouse firms like JP Morgan, PricewaterhouseCoopers, and Ernst & Young. As an Chinese emigrant, Cece also offers a real-world empathetic perspective of a female, minority business owner. Andrew Tarvin BIO Andrew Tarvin is the CEO of Humor That Works, a leadership development company that teaches professionals how to use humor to achieve better business results. He has partnered with top organizations–including IBM, the UN, and the FBI–to solve human challenges with humor solutions. A best-selling author, Andrew has been featured in The Wall Street Journal, Inc, and FastCompany, and was named a ‘Visionary Under 40’ by the P&G Alumni Network. His TEDx talk on the skill of humor has been viewed more than nine million times, only half of which were his mother. He loves chocolate and tweeting puns.
Links: TEDx Talk on the Skill of Humor ABOUT "DEAR ACCOUNTANT" & Host Cecilia Leung, CPA Each episode of "Dear Accountant" is packed with actionable advice to help young finance professionals get ready for their next big thing! Hosted by Cecilia ”Cece” Leung, CPA. Cece is as smart as she is personable. For over two decades, Cece honed her professional skills in the corporate world working for powerhouse firms like JP Morgan, PricewaterhouseCoopers, and Ernst & Young. As an Chinese emigrant, Cece also offers a real-world empathetic perspective of a female, minority business owner. | |||
| 02 Nov 2021 | S3 E7. How to thrive in an international career in accounting and finance | 00:38:29 | |
When I was young growing up in Hong Kong, I was fascinated by the glamour of wall street and all the professionals dressing up in suits - I never imagined myself making it to New York City!! So when I graduated with my business degree in finance and economics, I also got my CPA - who would have thought having accounting and finance skills under my belt can be so powerful to open up my world in financial capital markets globally, and allowed me to continue to evolve and become an entrepreneur. I love this industry and I continued to be amazed by all the growth and opportunities. The financial markets basically exist to bring people together so money flows to where it is needed most. So often people think all the people who are crushing it out there in the financial world are the finance guys - but hey there are actually a lot of us cool bean counters not only counting beans but growing them for businesses to flourish. I am so excited to have David Sarfas as our guest this week to talk about his international career journey, the financial capital markets and so much more! For those of you who are interested in exploring the many career options in financial services - this conversation will provide a lot more colors, insights and perspectives!
ABOUT OUR GUEST, DAVID SARFAS David is the Managing Director and Head of Private Capital at Intertrust Group. He has three decades of experience serving the alternative asset industry. He’s worked at the big 4 accounting firm, global investment bank, fund administration services in different capacities. His experience covers a wide range of business issues and processes which includes financial and accounting due diligence, structuring and valuing transactions and investment banking services for alternative asset management industry participants. David's Linkedin: https://www.linkedin.com/in/sarfas/
ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.
Personal Website: www.ceceleung.com Book Website: www.dearaccountantbook.com The Entrepreneur CFO website: www.ecfopro.com Coaching, Training and Workshop: https://www.ecfopro.com/training-and-coaching/ PR, Media and Collab: https://www.ceceleung.com/media Podcast Blog: https://www.ceceleung.com/blog Linkedin: https://www.linkedin.com/in/ceceleung/ | |||
| 28 Jun 2021 | S2 E4. Learn how to identify fraud from award-winning financial journalist, Diana Henriques. | 00:45:12 | |
Diana B. Henriques, an award-winning financial journalist, is the author of A First-Class Catastrophe: The Road to Black Monday, the Worst Day in Wall Street History, released in September 2017. She is also the author of The Wizard of Lies: Bernie Madoff and the Death of Trust, a New York Times bestseller, and three other books on business history. ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella. Personal Website: http://www.ceceleung.com Book Website: http://www.dearaccountantbook.com The Entrepreneur CFO website: http://www.ecfopro.com Linkedin: https://www.linkedin.com/in/ceceleung/
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| 15 Sep 2021 | S3 E1. Learn how an inclusive culture enables a diverse workplace to thrive | 00:47:34 | |
I am so excited to have the President and CEO, Rick Mastrocola and Managing Director Jamie Tong-Chow from Tonneson and Company as our guests, to give us an inside scope of a medium size firm, and how they nurture their talents and culture. Culture is one of those things that you just tell people about, and they’ll come - it doesn’t require a lot of selling, it just attracts the RIGHT people to come. | |||
| 16 Mar 2021 | S1 E1. Cece & her guest Catherine Flax share the secrets to successful mentorships. | 00:34:34 | |
Each episode of "Dear Accountant" is packed with actionable advice to help young finance professionals get ready for their next big thing! Hosted by Cecilia ”Cece” Leung, CPA. Cece is as smart as she is personable. For over two decades, Cece honed her professional skills in the corporate world working for powerhouse firms like JP Morgan, PricewaterhouseCoopers, and Ernst & Young. As an Chinese emigrant, Cece also offers a real-world empathetic perspective of a female, minority business owner. | |||
| 03 May 2021 | S1 E5. Learn how to own and control your emotions for success! | 00:21:06 | |
My guest is a well-known and respected psychologist. In her work she explores the many sides of human psychology. From the psychology behind anxiety, dealing with grief, body confidence and attitudes in the workplace & everything in between. She has published more than forty academic articles and is the author of numerous books including her most recent book, “UNFOLLOW: Living life on your own terms.” Welcome Dr. Linda Papadopoulos! ABOUT "DEAR ACCOUNTANT" & Host Cecilia Leung, CPA Each episode of "Dear Accountant" is packed with actionable advice to help young finance professionals get ready for their next big thing! Hosted by Cecilia ”Cece” Leung, CPA. Cece is as smart as she is personable. For over two decades, Cece honed her professional skills in the corporate world working for powerhouse firms like JP Morgan, PricewaterhouseCoopers, and Ernst & Young. As an Chinese emigrant, Cece also offers a real-world empathetic perspective of a female, minority business owner. ABOUT "DEAR ACCOUNTANT" & Host Cecilia Leung, CPA Each episode of "Dear Accountant" is packed with actionable advice to help young finance professionals get ready for their next big thing! Hosted by Cecilia ”Cece” Leung, CPA. Cece is as smart as she is personable. For over two decades, Cece honed her professional skills in the corporate world working for powerhouse firms like JP Morgan, PricewaterhouseCoopers, and Ernst & Young. As an Chinese emigrant, Cece also offers a real-world empathetic perspective of a female, minority business owner. | |||
| 14 Jun 2021 | S2 E2. Learn an amazing lesson on never giving up! | 00:23:56 | |
Our guest is a groundbreaking physician-scientist, and disease hunter. But at the age 25 he went from being a beast-like college quarterback...to receiving his last rites while in medical school and nearly dying four more times battling an extremely rare disease. It would transform him from a patient on the brink of death, whose illness stumped specialist after specialist, into one of the leading researchers in his field. He’s now sharing lessons he learned about life, hope, and resilience in his national bestselling memoir, “chasing my cure: a doctor's race to turn hope into action,” which has been translated into five languages. Welcome, Dr. David Fajgenbaum. Contact Dr. Fajgenbaum: https://chasingmycure.com ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella. Personal Website: http://www.ceceleung.com Book Website: http://www.dearaccountantbook.com The Entrepreneur CFO website: http://www.ecfopro.com Linkedin: https://www.linkedin.com/in/ceceleung/
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| 16 Jun 2022 | S5 E3. How to Build an Impactful Business Empire with WFG Executive Chairwoman, Penney Ooi | 01:04:49 | |
*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free! I am so excited to invite my mentor, Penney Ooi, to chat about how to build an impactful business as an Asian female leader in the wealth management space! She is recognized as the first woman to achieve the highest field advancement level within World Financial Group, which is part of Transamerica, a fortune 500 company. She is a rare combination of visionary and master builder. Penney is a strong advocate for financial education and financial literacy - Through her career, she not only helped and impacted so many lives, she has also nurtured many successful leaders to become millionaires who are now proud business owners who enjoy true financial freedom. In this episode, we chatted with Penney about her journey over the past 28 years, from moving to the US as an international student from Malaysia, got rejected by the top firms, to ultimately building her successful business empire Dream builder financial to serve the masses. CONNECT WITH OUR GUEST, PENNEY OOI Instagram: https://www.instagram.com/pen Linkedin: https://www.linkedin.com/in/p Dream Builder Financials: https://dreambuilderfs.com/pe ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella. Linkedin: https://www.linkedin.com/in/c Personal Website: www.ceceleung.com Book Website: www.dearaccountantbook.com The Entrepreneur CFO website: www.ecfopro.com PR, Media and Collab: https://www.ceceleung.com/med Podcast Blog: https://www.ceceleung.com/blog
GET FREE CPE CREDIT at EARMARKCPE.COM This show is brought to you by Earmark CPE, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE for listening to the episodes on this podcast, and more! Sign up for the mobile app to earn free CPE whenever you want, wherever you go. Learn more at EarmarkCPE.com.
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| 26 Nov 2021 | S3 E9. What do the younger generations really want? | 00:48:11 | |
Whenever we talk about the younger generations, or the term millennial, what comes to mind is usually nothing good, right? But honestly, you and I were young once, when I was a teenager or in my 20s, it's always full of drama, agony, worries, insecurities - so when you think about it, most generations start off with a bad reputation. The younger generation rarely delights the older generations. I don’t think this is anything new. The post-World War II generation complained about the baby boomers. Then the baby boomers complained about Gen X - It’s human nature to think you know more than those who come after you, that your way is the best way, and that “these kids” are really just that - well, they are kids. So millennials are considered entitled, selfish, and impatient, lazy and disloyal... there's probably some truth to that, or else people wouldn't say that... but my argument is that there's some level of truth to that for every generation when they are in their 20s to early 30s. Of course there may have been some slightly different aspects of what their weaker and stronger points were... but for all generations, there was some immaturity and self centeredness at that age. I work with a lot of young kids, specifically with underprivileged and immigrant kids, first generation students, and they always reminded me of my younger self - full of untapped strengths and hope inside that I didn't even know I had! So how do we crack their code and figure out their motivation and engage them in life and at work? This week I invited our youngest guest Sammy Warrayat on the show. He's the podcast host of "Successful Millennials Podcast", geared towards proactive and driven millennial born from 1990 to 1997 trying to find motivation as well as improve tactics to achieve success in the 5 major categories he defined - Happiness, Money, Health, Career, and Relationship - fully capture the impact of the rise of technology and social media being in the formative years instead of in adulthood.
ABOUT OUR GUEST, SAMMY WARRAYAT Sammy is a fitness enthusiast, avid traveler, financial coach, money expert and so much more! After having a data analytics career throughout his 20s, he left Corporate America with a vision of helping others achieve financial independence and a successful overall life in health, relationships, and purpose through discipline and grit rather than just motivation and inspiration through his podcast and consulting services.
Check out Sammy’s podcast - The Successful Millennials Podcast: https://podcasts.apple.com/us/podcast/successful-millennials-podcast/id1559215368 Get coached by Sammy - work with him on your personal finance: https://financezilla.net Connect with Sammy: Instagram: https://www.instagram.com/financezilla/ Linkedin: https://www.linkedin.com/in/sammywarrayat/
ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.
Personal Website: www.ceceleung.com Book Website: www.dearaccountantbook.com The Entrepreneur CFO website: www.ecfopro.com Coaching, Training and Workshop: https://www.ecfopro.com/training-and-coaching/ PR, Media and Collab: https://www.ceceleung.com/media Podcast Blog: https://www.ceceleung.com/blog Linkedin: https://www.linkedin.com/in/ceceleung/ | |||
| 24 Oct 2021 | S3 E6. How to embrace masculinity and vulnerability | 00:45:01 | |
Recently I have read some alarming statistics that men are being affected the most in the global mental health crisis. I never think it’s easy to be men, I think we just don’t hear enough about what they have to go through. I have empathy for everyone because I honestly think no matter what gender, each has its own unique and different set of challenges and circumstances! Men often grow up thinking that talking openly isn’t very ‘manly’. The concept of masculinity and vulnerability can vary depending on the world and environment they grew up in, their parents' values, role models, the type of advice and support they get. The ultimate question no matter to men or women would be - how vulnerable do we allow ourselves to be? I am so excited to bring on one of the featured mentors from my book, Chuck Burch. Chuck is a proud alumnus of North Carolina A&T State University. You probably have read about his story about growing up in the inner city in a single-parent household, nevertheless, he was focused and he was determined. His journey is definitely full of twists and turns but he navigated through it - let it be in the corporate environment, or getting laid off twice, went on to do manual labor just to make ends meet; but that period of time ultimately led him to start and build a very successful business and begin his entrepreneurial journey. But he’s here today not only to share with us his career or his interest in skating, but something deeper - to talk about vulnerability, mental health, insecurity and masculinity and how that may affect young men and what they can do.
CONNECT WITH CHUCK BURCH: Linkedin: https://www.linkedin.com/in/chuck-burch-cpa-pfs-cfp%C2%AE-b0569a22/ Company Website: http://www.chuckburchcfp.com/ Chuck Burch Scholarship Fund: https://www.chuckburchscholarshipfund.org/ Best Selling Book: The Evolution of Skating: Live, Love, Sk8 to Tell It (The Evolution of Skating Series) https://www.amazon.com/Evolution-Skating-Live-Love-Tell-ebook/dp/B08WPCCB5P
ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.
Personal Website: www.ceceleung.com Book Website: www.dearaccountantbook.com The Entrepreneur CFO website: www.ecfopro.com Coaching, Training and Workshop: https://www.ecfopro.com/training-and-coaching/ PR, Media and Collab: https://www.ceceleung.com/media Podcast Blog: https://www.ceceleung.com/blog Linkedin: https://www.linkedin.com/in/ceceleung/ | |||
| 09 Aug 2021 | S2 E10. Learn why the art of negotiation applies to your career & life! | 00:42:31 | |
Mori Taheripour is a globally recognized and highly sought-after speaker, award-winning educator and negotiation expert who's worked with some of the most iconic sports leagues and Fortune 500 corporations over the past twenty years. Mori's work has been featured in top business and sports publications like Forbes, INC, ESPN and Wall Street Journal. She is a regular contributor to sports discussions on Wharton Business Daily on SiriusXM and was featured in ESPN’s “30 for 30” documentary, Broke. Her current and past clients include Goldman Sachs Foundation, Major League Baseball (MLB), National Basketball Players Association (NBPA), National Football League (NFL), NFL Players Association, The Timberland Company, United Parcel Service (UPS), Wasserman, Wells Fargo, and the White House Fellows Program. https://www.linkedin.com/in/moritaheripour/ ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella. Personal Website: http://www.ceceleung.com Book Website: http://www.dearaccountantbook.com The Entrepreneur CFO website: http://www.ecfopro.com Linkedin: https://www.linkedin.com/in/ceceleung/
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| 20 Sep 2021 | S3 E2. Renowned dating coach Connell Barrett shares secrets of dating and career success | 00:45:05 | |
Searching for a job, building a career and relationships at work is a lot like dating, isn’t it? There are a lot of similarities between dating and job hunting. You have to market yourself, have a good profile and online presence to differentiate yourself from the crowd - then, there’s a period of searching, and the first impression, while going through all sorts of emotions like disappointment, rejection, and excitement. But what we may not have thought about is - during the process, if you can be authentic and vulnerable, and take risks. Not only do you get to learn so much about yourself - you also learn that none of these career and dating success can define who you are and your self worth. | |||
| 19 Jul 2021 | S2 E7. Learn the benefits of coaching and how it can catapult your accounting career today! | 00:17:58 | |
In this special episode, Ray Chow, a former Ernst & Young Partner, and Cece, talk about why they have partnered up to create a special "Dear Accountant" career coaching service tailored to accounting professionals in both group as well as one-on-one formats. You will learn why it's never to late - and never too early - to begin receiving the benefits of skilled professional coaching. Ray Chow - https://www.linkedin.com/in/chow-ray/ ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella. Personal Website: http://www.ceceleung.com Book Website: http://www.dearaccountantbook.com The Entrepreneur CFO website: http://www.ecfopro.com Linkedin: https://www.linkedin.com/in/ceceleung/
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| 27 Sep 2021 | S3 E3. Learn the importance of community outreach and financial literacy through accounting education with Dawne Troupe | 00:43:47 | |
I am so excited to have Dawne Troupe as our guest - Dawne is a native New Yorker and She is a big believer in promoting equity and diversity within communities in New York state and across the country. As accounting and finance professionals, There are a lot of values we bring to businesses and individuals; but there are actually a lot more we can do to help make the world a better place through community outreach and professional development. Many organizations across the world have seen the valuable impact and benefits of community service—particularly during the time of a global pandemic. Community outreach isn't just for nonprofits for charities; for-profit organizations can also play a huge role in changing lives for team members. And young people - whether you are accounting and finance students or young professionals, what better and practical way to be able to apply your learning and knowledge to help improve the financial literacy of teens, parents, and business owners in your communities while getting real-world experience advising clients with all types of needs.
ABOUT OUR GUEST, DAWNE TROUPE Dawne is a Senior Consultant for Common Thread Strategies - a black-owned strategic communication and speechwriting firm. She also manages the Outreach and Development program at the New York State Society of Certified Public Accountants (NYSSCPA). Through her work there, she strives to foster the philanthropic initiatives of the Moynihan (“Moy-nuh-han”) Scholarship Fund (MSF), and to increase the reach, education, and services that the organization provides to children across the state of New York who want to pursue a career in accounting. Over the past decade in the federal government and the nonprofit and private sectors, Dawne has led and implemented large-scale initiatives that have affected the public sector and social impact space. She was a Political Appointee in the Obama Administration. Dawne ensured the safety and upheld regulatory standards in more than 2,200 communities nationwide, in addition to conducting public records checks to vet junior and senior candidates for presidential appointments.
Dawne’s Linkedin: https://www.linkedin.com/in/dawne-troupe-75b4b111/ New York State Society of CPAs: www.nysscpa.org Accounting Educational Symposium (Oct 27, 2021) https://cpe.nysscpa.org/product/32980
ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.
Personal Website: www.ceceleung.com Book Website: www.dearaccountantbook.com The Entrepreneur CFO website: www.ecfopro.com Coaching, Training and Workshop: https://www.ecfopro.com/training-and-coaching/ PR, Media and Collab: https://www.ceceleung.com/media Linkedin: https://www.linkedin.com/in/ceceleung/ | |||
| 19 May 2021 | S1 E8. Learn Dan Frank's inspiring journey from accountant to co-founder of Podcast Movement! | 00:26:05 | |
Welcome Dan Franks! Dan Franks began his career as a CPA. Spending the first 8 years of his career in public accounting, starting in the big four with KPMG, but he realized his true passion was working with small business owners and entrepreneurs. That’s when he discovered podcasting, becoming the business manager for a major podcasting company, Midroll / Stitcher. He worked alongside the CFO, helping with all aspects of the business side of the company. At the same time, in 2014 he helped co-found and launch “Podcast Movement” - the world's largest conference and trade show for the podcast industry. In 2018 it became his full-time job. Now “Podcast Movement” welcomes over 3,000 podcasters and industry professionals from around the world to their annual event. ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella. Personal Website: http://www.ceceleung.com Book Website: http://www.dearaccountantbook.com The Entrepreneur CFO website: http://www.ecfopro.com Linkedin: https://www.linkedin.com/in/ceceleung/
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| 31 Aug 2022 | S5 E7. Your Favorite Mentor series with Tom Golden: Advice on life, relationship, career, writing books etc | 00:47:54 | |
*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free!
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| 18 Oct 2021 | S3 E5. Celebrate Latina in Accounting and the United Nations | 00:44:37 | |
We have a very special guest today joining us from Rome, Lily Luna! So often when we think of the United Nation, we think of this international peacekeeping organization who deals with economic and social issues such as human rights, justice and international laws, refugees, famines, wars and other disasters. And you have to be politicians, researchers or scientists to be part of the action to be part of such noble mission! There are so many unsung heroes in accounting who do incredible work, and yes, many of them work in the UN!!
ABOUT OUR GUEST, LILY LUNA Lily Luna is a Certified public accountant and a Certified Fraud Examiner - I’d describe her as a superwoman and her career definitely is a rollercoaster ride - exciting and exhilarating to say the least - she was able to combine her love for numbers, languages and travel to work and live in so many places over her 2 decades of international career. Her career began at PwC where she escalated the corporate ladder in the areas of Audit, Mergers and Acquisitions, Due Diligence and IPOs working in the US, France and Italy. She eventually landed her dream job working for the United Nations as a Finance Officer where she spent 15 years in various locations such as Hungary, Chile and Italy. Her work focuses on working with donor funding and taxpayer’s money, in which she takes pride in making sure she exercises her fiduciary responsibilities to ensure funds are used for the intended purpose and in the most efficient way. One of the things she finds most satisfying is to be able to use her skills to provide support and guidance to resolve complex issues arising from a wide range of financial and accounting matters in 3 UN official languages, as she is fluent in English, Spanish, and French. Aside from that, she’s also passionate about assembling high-performance teams, coaching and inspiring cross-functional, multicultural teams to perform at high standards and with high levels of productivity.
Connect with Lily on LinkedIn: https://www.linkedin.com/in/lily-luna-cpa-cfe-94b0a628
ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.
Personal Website: www.ceceleung.com Book Website: www.dearaccountantbook.com The Entrepreneur CFO website: www.ecfopro.com Coaching, Training and Workshop: https://www.ecfopro.com/training-and-coaching/ PR, Media and Collab: https://www.ceceleung.com/media Podcast Blog: https://www.ceceleung.com/blog Linkedin: https://www.linkedin.com/in/ceceleung/ | |||
| 31 Oct 2021 | BONUS: My interview with Mark Goldman, CPA, and podcast host of "Where Accountants Go" | 00:35:21 | |
Welcome to the Dear Accountant podcast bonus episode! I have been traveling this week so I am a bit behind in production - but I’d like to re-broadcast and share this amazing conversation I had with Mark Goldman in his podcast, called Where accountants go! We talked about my career journey and my book and all things accounting. You probably know Mark already - he is a CPA and runs his executive recruiting firm, helps connect businesses and talents - and, he has done 240+ podcast episodes featuring all the cool accountants in our space - such as an FBI agent and all the accounting superheroes you can possibly think of! I applaud all his effort because first of all there’s nothing like it out there in accounting; also, it takes a lot of tremendous effort to write and produce a well-thought-out podcast so thank you, Mark. You are fantastic, and You inspired me. And for all of you listening, I will share all the links in the show notes - so be sure to check out Mark’s podcast. Enjoy our conversation!
ABOUT MARK GOLDMAN Mark Goldman’s podcast “Where Accountants Go”
My episode #228 on Mark’s podcast Mark’s MANY amazing books on accounting and recruiting
ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.
Personal Website: www.ceceleung.com Book Website: www.dearaccountantbook.com The Entrepreneur CFO website: www.ecfopro.com Coaching, Training and Workshop: https://www.ecfopro.com/training-and-coaching/ PR, Media and Collab: https://www.ceceleung.com/media Podcast Blog: https://www.ceceleung.com/blog Linkedin: https://www.linkedin.com/in/ceceleung/ | |||
| 31 May 2021 | S1 E10. Learn how to network from the best! | 00:34:20 | |
Andrew Moses is vice president of Morgan-Franklin, a management advisory firm that works with leading businesses and government to address complex and transformational finance, technology, and business objectives. Andrew is also the host of the weekly podcast, “everybody pulls the tarp,” which features thought-provoking conversations with Olympians, pro athletes, CEO’s, elite coaches, bestselling authors, and other high-performers on his journey to uncover their secrets to success. He’s a proud Penn State alum and became the youngest alumni to ever win the alumni volunteer of the year award. Each week Andrew talks to Olympians, pro athletes, CEOs, elite coaches, bestselling authors, and other high-performers to uncover their secrets to success on his podcast Everybody Pulls The Tarp. Podcast - https://podcasts.apple.com/us/podcast/everybody-pulls-the-tarp/id1514986294 LinkedIn - https://www.linkedin.com/in/andrewhmoses/ Andrew's Newsletter - www.everybodypullsthetarp.com/newsletter
ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella. Personal Website: http://www.ceceleung.com Book Website: http://www.dearaccountantbook.com The Entrepreneur CFO website: http://www.ecfopro.com Linkedin: https://www.linkedin.com/in/ceceleung/
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| 04 Oct 2021 | Bonus: Amplify DEI - Leadership Edition 2021 (Behind the scene conversation with Vivian Acquah) | 00:23:19 | |
Hey friends - Welcome to the dear accountant podcast bonus episode. I wanna share with you this incredible event called amplify DEI summit that I was so honored to be invited to speak. It was a global virtual event so I got to join over 80 speakers all over the world to talk about so many different topics within DEI, some of which were completely new and refreshing learning for me. I will leave the link in the show notes so definitely check it out - the behind-the-scene is free, and the ticket price gets you one year of access to all the talks which I think it’s such a great treat. So Enjoy this behind the scene clip where I chatted with the amazing founder Vivian Acquah - Vivian is not just an inclusive wellness advocate - her backstory is actually fascinating so I hope that she will come join us on the podcast soon - in the meantime, enjoy this bonus episode! I will see you next week back here on the dear accountant podcast!
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| 20 Feb 2022 | S4 E3. How to Prepare Students Now for the New CPA Evolution 2024 | 00:53:43 | |
CPA licensing can open a lot of doors but opportunity cost matters; the field needs to consider shifts in its current approach in order to attract top talent, and this is an incredibly exciting time for the profession! I’m so excited to chat with Liz Kolar - her life resume encompasses all walks of experience, from public accounting at PwC to college professor; from CPA instructor to a leader in the educational technology space, Liz thrives on providing and encouraging young accountants. I speak with Liz about her career journey, her understanding of the changing CPA, and advice on how we can bring in the best talent to become CPAs and excel as accountants in the field. Enjoy! BLOG: https://www.dearaccountantbook.com/post/how-to-prepare-students-now-for-the-new-cpa-evolution-2024-1
LEARN MORE ABOUT LIZ AND SURGENT ACCOUNTING AND FINANCIAL EDUCATION: https://www.surgent.com https://www.surgentcpareview.com/why-surgent/expert-instructors/ ABOUT CECE LEUNG, CPA
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| 07 Jun 2021 | S2 E1. Numbers can tell very exciting stories! | 00:36:53 | |
Tom Golden has a national reputation in forensic accounting and fraud investigation. He has been quoted in major world-wide publications including Journal of Accountancy, USA Today, The Financial Times, Business Week, Chicago Tribune, and The Age (Melbourne, Australia). He has extensive testifying experience and is a frequent presenter having conducted numerous fraud investigation training seminars for both U.S. and foreign corporations, and the Federal Government including the FBI and IRS. Tom was the lead author of the award-winning John Wiley & Sons book A Guide to Forensic Accounting Investigation, now in its 2nd Edition. He is a CPA and Certified Fraud Examiner, former chairman of the Board of Regents for the Association of Certified Fraud Examiners (ACFE) and has been given this organization’s highest honor being name Regent Emeritus, and former Chairman of the Better Government Association, a citizen watch-dog group operating in Chicago since 1922. Tom was also an adjunct professor at DePaul University, Chicago after he developed and taught the school’s first Forensic Accounting graduate course in 2002. Tom’s presentation style is indeed unique and can be tailored to each specific audience. Whether he speaks from a podium or freely moves around an open stage he delivers simple techniques which auditors and financial executives can use to spot and avoid fraud. Visit: http://www.tomgoldenbooks.com ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella. Personal Website: http://www.ceceleung.com Book Website: http://www.dearaccountantbook.com The Entrepreneur CFO website: http://www.ecfopro.com Linkedin: https://www.linkedin.com/in/ceceleung/
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| 23 May 2022 | S5 E1. Learn tax strategies to reduce taxes and build wealth with James Rainwater, CPA | 00:47:47 | |
*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free! What are some of the things that rich people know and most of us may not know? Yes, tax strategy is definitely one of the biggest ones. In this episode, I invited my strategic tax coach, James Rainwater, to come on the show to share some tax tips and loopholes only the rich know! James not only is a CPA and tax strategist, he is also a very successful entrepreneur, investor, and advisor. Enjoy the episode!
CONNECT WITH OUR GUEST, JAMES RAINWATER, CPA Linkedin: https://www.linkedin.com/in/j Tax Planning: https://www.rainwatercpa.com/ Schedule time for your FREE TAX ASSESSMENT now and see how much money James could save you! http://freetaxassessment.rain
ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.
Linkedin: https://www.linkedin.com/in/c Personal Website: www.ceceleung.com Book Website: www.dearaccountantbook.com The Entrepreneur CFO website: www.ecfopro.com PR, Media and Collab: https://www.ceceleung.com/med Podcast Blog: https://www.ceceleung.com/blog
GET FREE CPE CREDIT at EARMARKCPE.COM This show is brought to you by Earmark CPE, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE for listening to the episodes on this podcast, and more! Sign up for the mobile app to earn free CPE whenever you want, wherever you go. Learn more at EarmarkCPE.com. | |||
| 30 Nov 2021 | BONUS: Breaking the Stereotype of the typical accountant | 00:43:04 | |
I wanna rebroadcast this conversation I have had with one of my favorite Asian female leaders, Karen Coyne. Karen is a CFP, certified financial planner - she is not only a financial wizard, but a charming and engaging podcast host! Check out her podcast called fresh off the vine - the Podcast about money sometimes about wine and always about getting better with time. Yep it sounds so cool right - I totally just took that tagline from her podcast :) I really had so much time talking to her in this episode called “breaking the stereotype of the typical accountant” - in fact that really has been my mission and purpose of writing my book, my coaching and speaking. As you know, Accounting plays a critical role in every business, and it doesn’t have to be boring! I am passionate about this field not only because I am a CPA, it’s because I want you to know that if you can master this very powerful skill called accounting, a career in accounting and finance can be so fun and so dynamic that it would lead you to so many different professional pathways beyond your imagination!! I cannot believe we have recorded 29 episodes and there’s only one episode left for season 3. I wanna thank you so much for your support and all your kind notes - that’s the reason why despite my ridiculous schedule, I still wanna come hang out with you guys! And if I can ask you for a huge favor to please leave me a rating or review for my book and my podcast, it would mean so much to me and really help spread the word! Until next time, take care of yourself! Enjoy this conversation!
Review my book on Amazon - https://www.amazon.com/Dear-Accountant-Stories-Advice-Explorations/dp/1544521138/ Review my podcast on Apple Podcast - https://podcasts.apple.com/fj/podcast/dear-accountant/id1560234052
CONNECT WITH KAREN Linkedin: https://www.linkedin.com/in/karencoyne/ Fresh off the Vine Podcast: https://open.spotify.com/show/6ewO5N1cqUdgWOjIOTvMzQ
ABOUT KAREN COYNE, CFP® Karen Coyne, CFP® is the founder of Clarity Planning, an independent financial planning practice at Raymond James. She is a financial advisor to entrepreneurial physicians and professionals who value their time, wellness, and relationships as much as any other asset. She serves as a guide and sounding board for her clients, helping them make sense of how their money will best serve their vision and values. Karen is also a financial author and writer, with articles published by Medical Economics, Physician’s Practice, and DentistryIQ.com. She is the podcast host of FRESH OFF THE VINE™, and loves to explore the myriad of ways that finances intersect with so many other aspects of our lives. The benefits of basic financial planning were made quite clear to Karen with the tragic loss of her father when he was just 40 years old. Because her parents had taken steps to help prepare for the unexpected, her family was able to avoid compounding an already painful situation. Karen is impassioned about being actionable and making decisions when you have options, before life makes your decisions for you. Karen has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and a recognized standard of excellence in personal financial planning. CFP® professionals complete a rigorous and comprehensive program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. Karen also holds the securities licenses Series 7, 24 and 63, life and health insurance licenses, and is a Registered Principal and Investment Management Consultant (IMC).* She earned a bachelor’s degree in art history from the American University of Paris, France. She brings experience, but also generous doses of humor and perspective. She “deals in the real” and is the antidote to shaming and “shoulding.” Karen serves on the board of the Community Foundation of Washington County, Maryland and is the chair of Women’s Giving Circle of Washington County. She also serves on the Raymond James Women’s Advisory Council and the Raymond James Sustainable Investing Advisory Council. She enjoys staying active on the tennis courts and on her bike and is an unabashed food and wine enthusiast (currently trying to perfect homemade pita bread). Karen grew up outside Chicago, Illinois. She has lived and traveled internationally, but is happiest surrounded by friends and family, wherever that may be. She lives in Hagerstown, Maryland and has two sons, Abe & Max.
ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.
Personal Website: www.ceceleung.com Book Website: www.dearaccountantbook.com The Entrepreneur CFO website: www.ecfopro.com Coaching, Training and Workshop: https://www.ecfopro.com/training-and-coaching/ PR, Media and Collab: https://www.ceceleung.com/media Podcast Blog: https://www.ceceleung.com/blog Linkedin: https://www.linkedin.com/in/ceceleung/ | |||
| 05 Jul 2021 | S2 E5. Learn incredible career advice & crypto predictions from Henri Arslanian, PwC Crypto Leader and Partner | 00:32:48 | |
Henri Arslanian is the PwC Crypto Leader and Partner, the former Chairman of the FinTech Association of Hong Kong and an Adjunct Professor at the University of Hong Kong where he teaches the first FinTech university course in Asia. Henri advises many of the world’s leading crypto exchanges, investors, financial institutions and tech firms on their FinTech and crypto initiatives as well numerous governments, regulators and central banks on Fintech and crypto regulatory and policy matters. Henri was named by LinkedIn as one of the global Top Voices in Economy & Finance. Henri, welcome! https://www.linkedin.com/in/henriarslanian/
ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella. Personal Website: http://www.ceceleung.com Book Website: http://www.dearaccountantbook.com The Entrepreneur CFO website: http://www.ecfopro.com Linkedin: https://www.linkedin.com/in/ceceleung/
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| 21 Jun 2021 | S2 E3. Learn how to manage in a toxic work environment. | 00:26:26 | |
Melanie Pump is an industry-renowned business leader and the CFO of Plank Ventures, an investment company whose mission is to fund, buy and scale businesses. Passionate about sharing her expertise with others, Melanie is the author of “Detox: Managing Insecurity in the Workplace”, where she shares her learnings and experiences on the impacts of toxic work environments. Melanie also aims to provide helpful tips to all in the corporate landscape through her website, which includes insight and advice on how businesses and employees can reach their full potential. https://www.linkedin.com/in/melanie-pump-57481b4?originalSubdomain=ca ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella. Personal Website: http://www.ceceleung.com Book Website: http://www.dearaccountantbook.com The Entrepreneur CFO website: http://www.ecfopro.com Linkedin: https://www.linkedin.com/in/ceceleung/
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| 17 May 2021 | S1 E7. How to realize your dream from your passion & perseverance. | 00:22:04 | |
Cece's Book, Dear Accountant: Stories, Advice and Explorations, is out TODAY! She's here to tell us all about it and her amazing career journey. Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella. Personal Website: http://www.ceceleung.com Book Website: http://www.dearaccountantbook.com The Entrepreneur CFO website: http://www.ecfopro.com Linkedin: https://www.linkedin.com/in/ceceleung/
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| 26 Jul 2021 | S2 E8. Learn to stay mentally alert and at the top of your game. | 00:30:45 | |
Known in the fitness community as the Mind-Body-Soul Connector, Robert Brace is a celebrity wellness expert, motivational speaker, and a former soloist ballet dancer. In 2008, he founded what is now known as Brace Life Studios. As a visionary fitness expert, Robert believes that true fitness begins within and infusing “inner work” with physical workouts to realize substantial and sustainable results. By the way, he’s also an ordained minister. ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella. Personal Website: http://www.ceceleung.com Book Website: http://www.dearaccountantbook.com The Entrepreneur CFO website: http://www.ecfopro.com Linkedin: https://www.linkedin.com/in/ceceleung/
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| 07 Feb 2022 | S4 E2. How we can better support first generation students to achieve career success with Paul Posoli | 00:46:33 | |
I am so excited to have Paul Posoli, the founder and president of CareerSpring to talk about his inspiration, mission and vision for this social impact platform that help so many students and graduates with limited economic resources; and how he combined his two decades of executive leadership in global businesses, and leadership in education to build CareerSpring. CONNECT WITH PAUL: https://www.linkedin.com/in/paul-posoli-b566791aa/ CHECK OUT CAREERSPRING: https://careerspring.org/ GET INVOLVED! If you are interested in becoming an advisor, or gain access as an advisee, sign up on the website. If you are a non-profit or organization, and would like to partner with CareerSpring - email admin@careerspring.org for more info. ABOUT CECE LEUNG, CPA Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella. Personal Website: www.ceceleung.com Book Website: www.dearaccountantbook.com The Entrepreneur CFO website: www.ecfopro.com Coaching, Training and Workshop: https://www.ecfopro.com/training-and-coaching/ PR, Media and Collab: https://www.ceceleung.com/media Podcast Blog: https://www.ceceleung.com/blog Linkedin: https://www.linkedin.com/in/ceceleung/ | |||
| 24 May 2021 | S1 E9. Learn how to properly interpret body language. | 00:31:54 | |
Tonya Reiman is a nonverbal communication specialist. She has provided expert body language analysis and knowledge of communication in print, radio and various tv media such as the today show, good morning America, and fast money. She contributes to articles on body language and persuasion for such publications as Cosmopolitan, Time Magazine, and The New York Times. ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella. Personal Website: http://www.ceceleung.com Book Website: http://www.dearaccountantbook.com The Entrepreneur CFO website: http://www.ecfopro.com Linkedin: https://www.linkedin.com/in/ceceleung/
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| 20 Oct 2021 | Bonus: Grow Your Companies To Get Financially And Operationally Ready | 00:31:25 | |
Welcome to the Dear Accountant podcast bonus episode! I’d like to re-broadcast and share this amazing conversation I had with Dr. Lunide earlier this year in her podcast, called the best morning routine ever. First of all, I love Dr. Lunide and everything she teaches about routine and discipline - definitely check out her podcast and subscribe as I know you’ll benefit a lot. I had so much fun with her talking about all things disciplines and habits - being immigrants, how it built us, and how we transcend that into building businesses and building habits so we have a strong foundation to prepare and set us up for whatever challenges we may face. A lot of things have changed in the past 6 months for my business, it just kept on changing for the better - but this conversation reminds me of some of the essentials and my core values and beliefs really don’t change that much. My best advice as always - breathe, smile and don’t forget to drink water!! Enjoy the conversation!
Check out Dr. Lunide’s podcast: https://bestmorningroutineever.libsyn.com/
ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.
Personal Website: www.ceceleung.com Book Website: www.dearaccountantbook.com The Entrepreneur CFO website: www.ecfopro.com Coaching, Training and Workshop: https://www.ecfopro.com/training-and-coaching/ PR, Media and Collab: https://www.ceceleung.com/media Podcast Blog: https://www.ceceleung.com/blog Linkedin: https://www.linkedin.com/in/ceceleung/ | |||
| 05 Apr 2022 | S4 E5. Women in Accounting and Finance | 00:34:22 | |
This week’s podcast guest has more celebrated achievements that's worth listing; Jessica McClain’s leadership and innovation continually spur our industry forward, and I’m excited to share our conversation with all of you. In this episode, we talk about what it takes to succeed as a woman in business, how to effectively manage a mentorship relationship, and so much more. I hope you enjoy our conversation! Episode and Blog: https://www.dearaccountantbook.com/post/women-in-accounting-and-finance
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| 21 Nov 2021 | S3 E8. STEAM ahead with resilience | 00:49:36 | |
As you know, I am an accountant by training and spent my career in capital markets and investment funds for the past 2 decades. As an Asian female, my career journey has definitely been a roller coaster journey to say the least. I am sure you have heard it all, or maybe even experienced it yourself - being treated like an outsider. Feeling like you have to prove yourself all the time. Struggling to make your voice heard. Whether it’s overt discrimination or more subtle forms of bias, male-dominated industries like engineering and banking can pose huge challenges for women. But I gotta say, despite all the obstacles, I also got a lot of guidance and support from women and men, and eventually found my place. I am so honored to have Florence Hudson to be on the show this week to talk about the topic on STEAM (Science, Technology, Engineering, Accounting and Math) ahead with resilience! I love her energy, and her backstory is fascinating - I am impressed and seriously do not know how she does it all! She’s a proven success that no matter what life throws at her, she continues to keep moving forward and rise above challenges. ABOUT OUR GUEST, FLORENCE HUDSON: Florence is the Founder & CEO of FDHint, LLC, https://www.fdhint.com/ a consulting firm focused on advanced technologies, diversity and inclusion. She’s an aerospace and mechanical engineer by training, was a Former Chief Technology Officer at IBM, a Chief Innovation Officer, and an aerospace engineer at Grumman and NASA. She is Executive Director for the NSF funded Northeast Big Data Innovation Hub at Columbia University, and formerly Special Advisor for TrustedCI – the NSF Cybersecurity Center of Excellence at Indiana University. She serves on Boards at her alma mater Princeton, as well as Cal Poly, and Stony Brook Universities, Blockchain in Healthcare, and the IEEE Engineering in Medicine and Biology Standards Committee (EMB-SC). Connect with Florence on social media: Linkedin: https://www.linkedin.com/in/florencehudson/ Twitter handles: @flo4princeton (personal) @fdhint (consulting) @tippss4iot (ieee and security/privacy crowd). Florence's speaking engagements: https://fdhint.com/speaking ABOUT CECE LEUNG: CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.
Personal Website: www.ceceleung.com Book Website: www.dearaccountantbook.com The Entrepreneur CFO website: www.ecfopro.com Coaching, Training and Workshop: https://www.ecfopro.com/training-and-coaching/ PR, Media and Collab: https://www.ceceleung.com/media Podcast Blog: https://www.ceceleung.com/blog Linkedin: https://www.linkedin.com/in/ceceleung/ | |||
| 12 Jul 2021 | S2 E6. Learn why you should be seeking a career coach sooner than later. | 00:19:41 | |
Ray Chow is a former Ernst & Young Partner and skilled professional who has led all facets of operations, including finance, human resources, learning & development, marketing, advancement and facilities management in Asian, North American and Global contexts. In addition to Ray’s professional accomplishments, he believes he has a passion and calling to serve people and organizations - help them solve problems, embrace the opportunity of change and achieve their full potential. https://www.linkedin.com/in/chow-ray/ ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella. Personal Website: http://www.ceceleung.com Book Website: http://www.dearaccountantbook.com The Entrepreneur CFO website: http://www.ecfopro.com Linkedin: https://www.linkedin.com/in/ceceleung/
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| 13 Jul 2022 | S5 E6. Your Favorite Mentor series with Catherine Flax: Updates + *Rebroadcast* The secrets to successful mentorships | 00:45:13 | |
*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free!
Mentorship has been our core theme of this podcast, and ever since the pilot episodes, we kept getting endless questions about this topic. I’m excited to invite my mentor, Catherine Flax, to come back to have this coffee chat, while we rebroadcast the original episode so you can earn your CPE credit! As most of you know, Catherine is a strong champion for diversity and mentorship. You already know her story from my book, and even after knowing for over a decade, I continue to learn so much from her leadership, wisdom, empathy, and everything in life and work really. Let's see what she’s up to since the last time we chatted over a year ago on this podcast.
ABOUT OUR GUEST, CATHERINE FLAX Catherine Flax has a distinguished multi-decade career across diverse industries and positions and has served in executive leadership roles in financial services, FinTech, and commodities. Her global endeavors alongside accomplished worldwide C-suite executives are certainly impressive, but what makes her unique is her deep sense of humanity and empathy, and her genuine interest in connecting with others. Catherine is the President of Private Markets at X Machina Capital Strategies. She brings decades of experience in building successful businesses in commodities, financial services, technology, and professional services. She sits on the board of ISO-New England, Abaxx Technologies (ABXX.NE), Astor Perkins, BASE Carbon and Amperon.
Most recently, Catherine served as CEO of Pefin, the world’s first artificial intelligence financial advisor. Earlier, she worked at BNP Paribas, where she served as CEO, commodities, foreign exchange, and emerging markets. Catherine also worked at J.P. Morgan, serving as both CMO globally, as well as CEO, commodities EMEA. Catherine was named the “Most Influential Women in European Financial Markets”. She also is a board member at Cristo Rey Brooklyn Highschool, CareerSpring, Aggies on Wall Street Program at Texas A&M University, as well as a trustee at the Holy Family Church in New York City.
CONNECT WITH CATHERINE: Linkedin: https://www.linkedin.com/in/c
ABOUT X Machina Capital Strategies:
ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.
Personal Website: www.ceceleung.com Book Website: www.dearaccountantbook.com The Entrepreneur CFO website: www.ecfopro.com Financial Planning: https://www.ecfopro.com/finan Coaching, Training and Workshop: https://www.ecfopro.com/train PR, Media and Collab: https://www.ceceleung.com/med Podcast Blog: https://www.ceceleung.com/blog Linkedin: https://www.linkedin.com/in/c | |||
| 12 Jul 2022 | S5 E5. Serendipity in Accounting, Technology and Asian Stereotypes with Donny Shimamoto | 00:50:32 | |
*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free! ABOUT OUR GUEST, DONNY SHIMAMOTO, CPA, CITP, CGMA
About IntrapriseTechKnowlogies: GET INVOLVED IN THIS MEANINGFUL JOURNEY:
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| 06 Jun 2022 | S5 E2. The best kept secret in Corporate America: The PhD Project | 01:08:54 | |
*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free! What does Diversity Equity and Inclusion truly mean? Over 20 years ago, The KPMG Foundation, which invests in business education and volunteering, started a national program called The PhD Project, with the mission to increase the diversity of business school faculty. In this episode, I had the pleasure to speak with Blane Ruschak, President of PhD Project; and Dr. Marinilka Kimbro about their work with the PhD Project. I truly believe that The PhD Project is the best kept secret in corporate America - keep listening and find out more!
CONNECT WITH OUR GUESTS and THE PhD PROJECT: LINKEDIN: Blane: https://www.linkedin.com/in/b Dr. Kimbro: https://www.linkedin.com/in/m
THE PhD PROJECT: Main Website - www.phdproject.org Facebook – https://www.facebook.com/thep Twitter – https://twitter.com/thephdpro LinkedIn – https://www.linkedin.com/comp Instagram - The PhD Project (@thephdproject) • Instagram photos and videos Conference Info - Annual Conference - The PhD Project
ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella. Linkedin: https://www.linkedin.com/in/c Personal Website: www.ceceleung.com Book Website: www.dearaccountantbook.com The Entrepreneur CFO website: www.ecfopro.com PR, Media and Collab: https://www.ceceleung.com/med Podcast Blog: https://www.ceceleung.com/blog
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| 11 Oct 2021 | S3 E4. How to Build a High-Impact Campus Recruitment Strategy | 00:40:38 | |
Fall is one of my favorite seasons, with the trees and leaves changing colors, and the cool weather, everything is so beautiful - but for most accounting and finance professionals, it’s budget season, and it’s also recruiting season! That’s right! The fall season can be stressful and hectic. As companies, universities and colleges open their recruiting schedules for full-time and internship positions, these campuses or virtual sessions will be flooded with employers seeking the best and brightest students to be their future leaders. How should companies, students and recruiters be thinking about strategies to make it all a better experience? This is exactly what we will talk to our guest, Dayna Shamlin about - all things campus recruiting and more! ABOUT OUR GUEST, DAYNA SHAMLIN Dayna has been in financial services for two decades in various human resource, talent management and development capacities. She is currently the Executive Director at MSCI where she oversees talent pipeline programs globally, diversity sourcing and a number of strategic change initiatives for Talent Attraction & Mobility. She believes in the importance of wellbeing, inclusion and belonging, as well as creating equitable access through education and employment opportunities. She also serves on the NY Advisory Board of Career Springs, a nonprofit focused on providing career information, social capital and job placement services for First Generation Students. Connect with her on LinkedIn: https://www.linkedin.com/in/dayna-shamlin-b2bba67
ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella. Personal Website: www.ceceleung.com Book Website: www.dearaccountantbook.com The Entrepreneur CFO website: www.ecfopro.com Coaching, Training and Workshop: https://www.ecfopro.com/training-and-coaching/ PR, Media and Collab: https://www.ceceleung.com/media Podcast Blog: https://www.ceceleung.com/blog Linkedin: https://www.linkedin.com/in/ceceleung/ | |||