Woodard Events
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
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Woodard Events
The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisodes
Woodard Events
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
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Episodes of The Woodard Report Podcast
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On this show, Heather speaks with Naomi Granger and Bruce Anderson about the cannabis industry from a financial and regulatory standpoint. About Naomi: Naomi Granger, CPA, MBA, is a seasoned accounting professional with over 18 years of experie
On this show, Heather speaks with Kelly Richmond Pope about her intriguing journey into forensic accounting, her experiences with fraud, and the human elements that complicate financial crimes. Here are a few key points from their conversation:
On this show, Joe speaks with Randy Crabtree about the critical elements of fostering a positive company culture, its impact on professional mental health, and its significance in the business environment. Randy Crabtree, co-founder of Tri-Meri
On this episode, Heather and Joe discuss how we do not always get things right with technology. Through experience (and a few genuine mistakes), they share the 5 technology fails most prevalent in your firm. They are: Locally stored files Lack
On this episode, Heather and Joe discuss Beneficial Ownership Information (BOI) requirements and how they may — or may not — affect your firm. This new compliance reporting requirement for businesses is meant to enhance transparency but it come
On this episode, Joe speaks with Dave Kersting, CEO of Capovario. Dave drew an incredible response from the audience at Scaling New Heights by delivering a knockout presentation based on his personal life experiences and how those experiences h
On this episode Joe is joined by one of the most esteemed minds in the world of physics, Dr. Michio Kaku. He will be joining us on stage this year at Scaling New Heights! Dr. Kaku has written several books including The Physics of the Impossibl
What is it that sets you apart from competitors? That is, what is the secret sauce that your firm brings to the world? There are several ways to differentiate your practice from the rest of the competition so in this episode Joe and Heather div
Is you price the right price and what are the hidden costs that cause you to be less profitable than you should be? This episode is based on the strategic pricing workshop offered by Woodard. We've seen people go through the workshop and find $
On this episode, Heather and Joe talk about the psychodynamics of client relationships, otherwise known as taking the power back in client relationships. There is a pyschological power struggle in any relationship and it takes on a unique angle
On this episode, Heather speaks with Michelle Mitchell of Mitchell Consulting. Michelle seeks to create financial freedom for women entrepreneurs by bridging the gap in their knowledge to create confident CEOs. Heather and Michelle talk abou
On this episode, Heather speaks with Ingrid Edstrom. She's known as the Priestess of Profits and co-founder of the Accounting Alchemy network. As the Priestess of Profits, she offers consulting services for Tours & Activities businesses, speaks
On this episode, Heather speaks with Sharrin Fuller of Glass Wallet Ventures. Sharrin shares her experience as the CEO of Glass Wallet Ventures and a Managing Partner in two thriving accounting firms. She's an exit expert and runs a program tha
On this episode, Joe and Heather talk about failure. It's something we all experience in our lives, usually multiple times. The way you approach failure sets you up for success! This is a FUN, EXCITING topic and we shouldn't fear failure becaus
On this episode, Joe speaks with Bob Lewis, one of the top 100 most influential individuals in the industry as recognized by Accounting Today. Bob is a mergers and acquisitons expert. He has a tremendous reputation with the top 200 accounting f
On this episode, Heather and Joe talk about the future of Client Accounting and Advisory Services. The future of CAS (CAAS) will be a series of fusions: The general ledger and workflow solutions fusion The client communications and workflow fu
On this episode, Heather and Joe talk about things that help accountants with various things, otherwise known as process improvement strategies or process optimization. We all have process but the question is, "How do we manage process?" Thank
On this episode Joe speaks with Dawn Brolin who is trying to LOSE clients. Has she lost her mind? Listen to Dawn talk about serving 250 clients, doing average work, and coming to the realization that there is a better way.
On this episode Joe speaks with Blake Oliver of Earmark and The Accounting Podcast. They start with a conversation about Intuit Assist and then dive deeper into the topic of general artificial intelligence.
On this episode Heather and Joe talk about change management strategies because as Joe jokes, "We all love change." Actually, people don't dislike change. They dislike being changed. So how can we be better with change? Joe and Heather have som
On this episode Heather and Joe talk about service excellence and the 10 barriers between your practice and performing distinctive, powerful, high impact services that are wealth generating for your clients.
On this episode Heather is joined by Dr. Sabrina Starling, The Business Psychologist and author of the How To Hire The Best series, The 4 Week Vacation®, and founder of Tap the Potential.
On this episode Joe speaks with Randy Johnston, co-founder of NGMI about the quantum computing revolution. Randy has been in the business of providing managed services before the term existed. Now, Randy is one of the nations leading thought le
On this episode Heather speaks with Jeff Seibert, co-founder and CEO of Digits. Jeff joined us on stage at Scaling New Heights for an amazing keynote and talked about The Social Dilemma (the documentary) and the future of artificial intelligenc
On this episode Joe and Heather talk about innovation in accounting firms, both the importance of innovation and how we can cultivate a culture of innovation within our firms.
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