Episode 97 - Interview with Jina Etienne - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
Release Date: 10/16/2024
Episode 103 - AI in Accounting: Transforming the Future with Deborah Defer - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode Heather speaks with Deborah Defer, Director of CAS Consulting at Woodard, about the transformative role of artificial intelligence in the accounting industry. They explore Deborah's extensive career journey, her insights from attending the Digital CPA conference, and the exponential growth in AI adoption. Most importantly, they talk about the importance of blending technology with human expertise. Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values...
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Episode 102 - Is it burnout or moral injury? An interview with Ron Baker - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
In this episode, Joe Woodard talks to Ron Baker about the concept of moral injury as a more accurate explanation for what is often misdiagnosed as burnout, especially in the accounting and medical professions. They explore how moral injury arises when professionals face systemic or situational pressures that force them to act against their deeply held beliefs, creating anxiety and dissatisfaction. This issue is more profound than the surface-level symptoms of burnout and is rooted in the disconnect between the transactional nature of modern work environments and the purpose-driven calling many...
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Episode 101 - Interview with Danielle Bornowski - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Heather Satterley interviews Danielle Bornowski, the CEO of DQB Strategies, who is a marketing strategist helping business owners make smart marketing decisions that don't feel like slimy sales. Danielle believes that customer reviews are an unsung hero in marketing that can do a lot to help people grow their business. For professional firms, they help to document the customer journey and inform services, which in turn, allows accounting pros to provide a unique experience and set themselves apart from everyone else. From DBQ Strategies, here is a copy-and-paste...
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Episode 100 - Special Edition: The US Election - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this episode, Joe Woodard and Heather Satterley discuss the recent U.S. election. They focus on how business advisors, leaders, and individuals can manage political shifts in a way that prioritizes understanding, respect, and stability within professional and personal relationships. As always, the Woodard organization remains apolitical and fosters an internal environment where varying perspectives can thrive. Books mentioned during this episode: Thank you to our show sponsor, Truewind! Truewind is a next generation AI-powered accounting platform. Adhering to the highest standards...
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Episode 99 - Interview with Candy Bellau - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this show, Heather Satterley speaks with Candy Bellau about her personal journey in the accounting industry, touching on resilience, pricing, and the power of community. Candy shares valuable insights from her experiences, especially on overcoming business struggles, and offers guidance for accountants facing similar challenges. Some of the wide ranging topics discussed in this episode: Candy's Career Background Building Resilience Community Support Overcoming Pricing Struggles Importance of Mindset Creating a Positive Work Environment Practical Advice for Accountants Thank you to our...
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Episode 98 - Special Edition: The Intuit "Tax Breakup" - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this show, Heather and Joe discuss the Intuit "Tax Breakup" advertising campaign and the industry reaction. Here are some important links for this special edition of the Woodard Report Podcast: Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at
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Episode 97 - Interview with Jina Etienne - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this show, Joe Woodard speaks with Jina Etienne about reimagining and redefining Diversity, Equity, and Inclusion (DEI), as well as exploring its broader implications beyond common perceptions. Jina is CEO of Etienne Consulting, LLC. She is a consultant, coach, facilitator, and speaker on inclusivity and belonging. Jina's work where her mission is to shatter unseen barriers. Additional work from Jina: Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at
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Episode 96 - Intuit Enterprise Suite with William "Bill" Murphy - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this show, Heather Satterley speaks with William "Bill" Murphy about the newly announced Intuit Enterprise Suite, a major release targeting mid-market businesses aimed at companies with sales over $3 million and up to 250 employees. Bill Murphy's work, including his predictions about Intuit Enterprise Suite prior to it being officially announced, . Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at
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Episode 95 - Outsourcing and Offshoring Strategies - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this show, Heather Satterley and Joe Woodard discuss the intricacies of outsourcing and offshoring strategies, focusing on how businesses can leverage these approaches during a staffing crisis. Here are the key points discussed in the episode: Outsourcing and Offshoring: Joe and Heather went through the details of different models depending on company size and can even addressed how this practice can be great for small firms and solo practitioners. TV and Movie Segment: Heather is rewatching Game of Thrones and loves this quote from Daenerys Targaryen: "I'm not going to stop the wheel,...
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Episode 94 — David Hartley - Partner-in-charge - Advisory Services (CAS) Anders CPAs + Advisors Top 100 firm — The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
On this show, Heather Satterley speaks to about the evolving role of technology in the accounting industry and the importance of innovation for young professionals. Read David's articled called, "" About David Hartley: Dave is the partner-in-charge of advisory at Anders with over three decades of experience serving both public and privately-held businesses, showcasing his unique blend of technological expertise and CPA proficiency. With a background in C-suite leadership and consulting, he specializes in helping middle-market businesses grow while focusing on innovation and technology....
info_outlineOn this show, Joe Woodard speaks with Jina Etienne about reimagining and redefining Diversity, Equity, and Inclusion (DEI), as well as exploring its broader implications beyond common perceptions.
Jina is CEO of Etienne Consulting, LLC. She is a consultant, coach, facilitator, and speaker on inclusivity and belonging. Jina's work can be found at Etienne Consulting where her mission is to shatter unseen barriers.
Additional work from Jina:
- 2024 season of D&I One-on-One
- CPA Trendlines Podcast on decoupling DEIB
- "A Holistic Approach to Diversity"
- Podcast on ADHD called "The Distracted Elephant"
Thank you to our show sponsor!
- Rightworks — All your accounting apps, unified in the cloud
Learn more about the show and our sponsors at Woodard.com/podcast