The Innovative Accountant Podcast | Integrated Advisory by WealthCo

#31 | Joseph Galli - Redefining Philanthropy with Life Insurance

On this episode of the Innovative Accountant Podcast, we are joined by Joseph Galli, the Chairman of PENCOR Charity Services. Joseph founded the Loeyz-Dietz Syndrome Foundation of Canada after receiving life-altering news about his son’s diagnosis with Loeys-Dietz syndrome. After learning of this, Joesph made the decision to pause his successful corporate advisory and venture capital career to focus on supporting his boys and others facing similar challenges. We will delve into his innovative approach to raising philanthropic capital in today’s world and about the inception of PENCOR Charity Services, an initiative aimed at building the largest private endowment fund in Canada. One of the most intriguing aspects of Joe's story is his ground-breaking solution to the challenge of charitable fundraising: the sustainability of donations from life insurance policies. Joe's unique strategy for leveraging lapsing life insurance policies to generate sustainable funding for charitable causes.

#30 | Karen Bowen - Emotional Intelligence in the Workplace

On this episode of the Innovative Accountant Podcast, we delve deep into the realm of emotions, exploring the pivotal role of emotional intelligence in the workplace, with a particular emphasis on its indispensable significance in leadership roles. Joining us in this conversation is Karen Bowen, with EQ Development Group. With over 25 years of experience as a leadership consultant and emotional intelligence specialist in the realm of organizational development. Karen's wealth of knowledge and passion for her career will guide us through a thought-provoking conversation that answers key questions about emotional intelligence and its profound impact on the corporate world. In this episode, we delve into the depths of emotional intelligence, shedding light on its significance compared to IQ or PQ (Practical Intelligence). We'll explore what emotionally intelligent leadership truly looks like and how it can transform businesses for the better. Learn how emotional intelligence is measured and tracked, uncovering whether it's an innate trait or a skill that can be cultivated. But that's not all. We'll examine the tangible effects of emotionally intelligent leadership (or the lack thereof) on companies and discover how this impact can be measured. Karen will share her insights into what businesses can do to support the development of emotionally intelligent leadership across their organizations, fostering positive workplace cultures and enhancing overall organizational effectiveness. Join us as we unravel the mysteries of emotional intelligence and discover how it can revolutionize the way we lead and succeed in the modern business world.

#29 | Lisa Knight - Attract & Retain Executive Level Top Talent

On this episode of the Innovative Accountant Podcast, we are focusing on an essential aspect of business success – attracting and retaining top-level executive talent. Joining us in this important conversation is Lisa Knight, with LHH Knightsbridge. With a successful career spanning several high-profile roles in the industry, Lisa is exceptionally well-positioned to provide insights into the current talent recruitment landscape. In this episode, we will tackle several crucial questions: • What creative strategies are companies employing to find top talent? • What are the recruitment and retention trends in 2023? • How is the future of work shaping up, and what is the evolving purpose of the office? • How are companies adapting work arrangements to attract the best in the business? • What are the pros and cons of various work models: fully in-office, hybrid, or fully remote? • Is the shift towards remote work with top talent here to stay? Tune in to benefit from Lisa's extensive experience and gain a unique perspective on talent acquisition and retention in 2023. Remember to subscribe, like, and share our podcast to keep the discussion going! #cpacanada #accounting #wealthmanagement #ExecutiveSearch #TalentAcquisition #Retention #WorkplaceTrends

#28 | Tim Jackson - The Foresight Initiative

Join Tim Coakwell as he discusses the Foresight Initiative and CPA RoadMap with Shad Canada President & CEO, Tim Jackson on this month's Innovative Accountant Podcast.

#027 | Robin Esrock - The Great Canadian Bucket List

On this episode of the Innovative Accountant, we are joined by Author, Journalist, TV Host, & Speaker, Robin Esrock. We talk about his journey to creating the best selling travel book, “The Great Canadian Bucket List! Having travelled to over 110 countries on 7 continents, Robin has extensive knowledge on the all the best places to travel. He has written travel articles for a multitude of newspapers and magazines and has been profiled as a travel expert by 60 Minutes, CBC, MSNBC, ABC, CTV, Global, and many other publications. He created and hosted a television series called Word Travels, wrote 4 international bestselling books, and currently writes a national column, Bucket Listed, for Canadian Geographic.