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    CPA Review & More

    "CPA Review & More" is hosted by Phil Yaeger of Yaeger CPA Review. This podcast will discuss the CPA Exam and other topics related to CPAs. Each week we will have a special guest that we will interview about their career in the financial industry.
    en172 Episodes

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    Episodes (172)

    The work of Enrolled Agents and making accounting accessible with Roslyn Haynie Banks (Part 2)

    The work of Enrolled Agents and making accounting accessible with Roslyn Haynie Banks (Part 2)
    In the second part of this two-part episode, Roslyn talks about farm accounting and the impact Enrolled Agents can have both personally and professionally. Her book, "Adelaide the Accountant," explains what taxes do and accountants do. She discusses how the book sheds a positive light on taxes and helps kids and adults understand their purpose.

    The work of Enrolled Agents and making accounting accessible with Roslyn Haynie Banks (Part 1)

    The work of Enrolled Agents and making accounting accessible with Roslyn Haynie Banks (Part 1)
    In the first part of this two-part episode, Phil speaks with Roslyn Haynie Banks, an enrolled agent, 40 Under 40 Honoree and author. Roslyn shares her career path to becoming an EA and how she became intrigued by taxation while handling the book keeping for her family's farming business in rural Virginia. She shares how clients can determine if their Financial Advisor is the best fit for them.

    Using blockchain in Africa with Shadrack Kubyane (Part 1)

    Using blockchain in Africa with Shadrack Kubyane (Part 1)
    In the first part of this two-part episode, Phil speaks with Shadrack Kubyane, co-founder of Coronet Blockchain. Shadrack discusses what his company does and how he got into the blockchain sector. He also explains why he thinks consumers in the United States and those in the finance industry should care about the impact this blockchain has on Africa’s supply chain.

    Financial modeling with Ian Schnoor (Part 2)

    Financial modeling with Ian Schnoor (Part 2)
    In this second episode of this two-part episode, Phil continues his conversation with Ian Schnoor, President and Founder at The Marquee Group and Executive Director at the Financial Modeling Institute (FMI), about financial modeling. Ian talks about the CFA (charter financial analysis) exam and how the FMI prepares students for it. He also talks about entering the job market and why you should get into financial modeling.

    Financial modeling with Ian Schnoor (Part 1)

    Financial modeling with Ian Schnoor (Part 1)
    In the first part of this two-part episode, Phil speaks with Ian Schnoor, President and Founder at The Marquee Group and Executive Director at the Financial Modeling Institute (FMI). Ian talks about financial modeling, a discipline that builds a financial forecast of a company’s future performance. He discusses why financial modeling is the most important decision making tool in accounting and finance.

    Listen Again: Interview with Mike Decker - Vice President of Examination at AICPA

    Listen Again: Interview with Mike Decker - Vice President of Examination at AICPA
    CPA REVIEW & MORE | VOTED YOUR #1 CPA PODCAST

    CPA candidates, you can't afford to miss this episode of CPA Review & More. Mike Decker, AICPA VP of Examinations, talks with Phil about all things related to the CPA Exam. Since the AICPA creates and distributes the CPA Exam, you're hearing it straight from the horse's mouth.

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    CPA Review & More
    enJanuary 04, 2022

    Danielle Supkis Cheek Part 2: The Need to Innovate the CPA Model for The Better

    Danielle Supkis Cheek Part 2: The Need to Innovate the CPA Model for The Better
    In this episode of the Yaeger CPA Review and More Podcast, we continue our conversation with Danielle Supkis Cheek, the VP of Strategy and Industry Relations at MindBridge. MindBridge is a risk discovery platform that external and internal auditors or the finance teams can use to help augment their staff and make them spend time on what matters more.
    Listen in to learn the different ways the CPA model can be innovated to make it an attractive career to many people.
    In this Episode You’ll Learn:
    [1:35] Why she found the forensic accounting exam way easier than the CPA exam.
    [3:02] How to change the CPA model and the starting salaries to make CPA an attractive career to many people.
    [11:11] Can universities be influenced to add skills to CPA students to make them market-ready right out of school?
    [13:39] The importance of advocating for change in the CPA model to teach students what they need to know about CPA.
    [19:37] The value of having tough conversations without involving emotions as an expert witness.

    Relevant Links:
    Website: https://www.mindbridge.ai/
    LinkedIn: https://www.linkedin.com/in/dsupkischeek/
    CPA Review & More
    enDecember 27, 2021

    Danielle Supkis Cheek Part 1: Discovering Financial Risks Through Forensic Accounting

    Danielle Supkis Cheek Part 1: Discovering Financial Risks Through Forensic Accounting
    In this episode of the Yaeger CPA Review and More Podcast, we have Danielle Supkis Cheek, the VP of Strategy and Industry Relations at MindBridge. MindBridge is a risk discovery platform that external and internal auditors or the finance teams can use to help augment their staff and make them spend time on what matters more.

    Listen in to learn more about Danielle’s journey as a CPA and how she transitioned from policy influencing to forensic accounting. You will also learn how she works to discover fraud in financial data and the risky side of her job.

    In this Episode You’ll Learn:
    [4:19] How MindBridge discovers risk across companies’ financial data, plus Danielle’s role as VP of Strategy and Industry Relations.
    [9:00] Danielle’s former career as a policy influencer before transitioning into accounting.
    [17:53] She explains how she got into forensic accounting and some of the projects she’s been involved in.
    [20:52] The risky side of Danielle’s job plus her missed opportunity with the FBI.
    [26:54] How the FBI works on complicated fraud tasks plus how technology is changing that.

    Relevant Links:
    Website: https://www.mindbridge.ai/
    LinkedIn: https://www.linkedin.com/in/dsupkischeek/
    CPA Review & More
    enDecember 20, 2021
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