CPA Practice Transitions: Preserving Clients, Staff, and Legacy

What Board Members Need to Know About Finances

In this conversation with George Pita, retired Fortune 300 CFO, a current serving Independent Board Member and Audit Committee Chair for a public company, as well as Board Member & Strategic Advisor to private and public companies, we discuss role clarity and essential skills required of board members in the areas of financial acumen, strategic financial oversight, audit governance, financial risk management, and emerging considerations for boards.

CPA Practice Transitions: Preserving Clients, Staff, and Legacy

In this episode of the Financial Acumen podcast with Rishi Gautam, CPA, Co-Founder & Director of Venning Advisors we discuss how firm owners can successfully transition their practice while preserving what matters most: client trust, team culture, and long-term legacy. Tune in as we unpack: • When and how to start planning your exit • What causes CPA transitions to fail—and how to avoid it • Strategies for valuing your firm, retaining staff, and communicating with clients This is a must-watch for any CPA owner thinking about the future of their practice.

Winning High-Value Clients: The Human Connection Advantage

In this conversation with Doug Brown, CEO of CEO Sales Strategies & Author of Win-Win Selling, and the creator of the Double Your Sales Methodology, he shares his wisdom bytes on how business leaders and sales professionals can shift from transactional sales tactics to authentic relationship-building strategies that drive high-value deals.

What Makes a Great Pitch Deck?

In this discussion with Stephane Nasser Co-Founder of Open VC , we discuss the components of a great pitch deck including storytelling, content and design, financial projections, risk and scalability and the "call to action." This is a must see podcast for entrepreneurs seeking capital from an executive whose platform attracts over 300 pitch decks per week.

What is the Difference Between Investing and Speculating?

In this discussion with Ivan Illian, AIF, CFS, Founder and Chief Investment Officer for Aligne Wealth Advisors, a best selling author of the book “ Success as a Financial Advisor for Dummies.” and an official member of the Forbes Finance Council, we discuss the difference between investing and speculating and cover topics such as market behavior, financial impact and risk management from these different approaches.