In this episode, Joe talks with Michigan’s Director of the Department of Licensing and Regulatory Affairs, Marlon Brown, DPA, about his path into public service and the wide scope of LARA’s work. They cover everything from Michigan’s economic landscape to the ongoing efforts to streamline regulation, including an additional pathway for CPA licensure.
In this episode of Off the Ledger, Joe talks with Lisa Dy, CPA, MBA, and Mindset Coach at Boundless Potential Coaching, about how trust, vulnerability, and emotional intelligence help leaders connect more authentically with their teams. Lisa shares insights from her journey from CPA to coach, emphasizing the power of self-awareness, embracing imperfection, and investing in personal growth to build a stronger, more human-centered workplace.
This episode of Off the Ledger explores how accounting ethics intersect with artificial intelligence as Joe sits down with Accounting Instructor & Accounting Internship Coordinator from Grand Valley State University Seidman College of Business in Grand Rapids, Dori Danko, CPA, MBA. They cover topics like real-world classroom experiences, AI’s potential to detect and commit fraud, regulatory issues like “AI washing,” and best practices for accountants to use AI responsibly as both a tool and a skill set.
In this episode of Off the Ledger, Joe speaks with Jordan Goodman from Kilpatrick Townsend & Stockton LLP in Chicago, IL, about updates on the evolving state and local tax laws, including changes to federal protections, market-based sourcing challenges, and the impact on small businesses.
This month Joe speaks with George Copeland, CEO of GMC Consulting, about how the DISC behavioral assessment can improve team communication by helping individuals understand and adapt to different personality styles. George shares personal insights on how applying DISC has strengthened his leadership, reduced conflict, and fostered more supportive and effective workplace dynamics.
In this episode, Joe talks with Jamar Cobb-Dennard, J.D., a business broker with Indiana Business Advisors in Indianapolis, to explore how artificial intelligence (AI) is reshaping the accounting profession. From drafting content to analyzing financials to enhance deals, Jamar explains how AI enhances efficiency, provides deeper insights, and supports stronger strategic thinking. He also expands on why it’s not a replacement for human expertise, but a tool that elevates impact.
In this episode, Joe sits down with Amy Vetter, CPA, CGMA, RYT-500, CSP. Amy is the CEO of the B³ Method Institute and the keynote speaker for the MICPA’s 2025 Elevate Conference. They discuss how firms can build a best-in-class tech stack by thoughtfully selecting, standardizing and training on the right tools.