S5 E7. Your Favorite Mentor series with Tom Golden: Advice on life, relationship, career, writing books etc
Dear Accountant
*Earn free CPE credit for listening to this episode! Visit to sign up for free! Tom Golden has a national reputation in forensic accounting and fraud investigation. He has been quoted in major world-wide publications including Journal of Accountancy, USA Today, The Financial Times, Business Week, Chicago Tribune, and The Age (Melbourne, Australia). He has extensive testifying experience and is a frequent presenter having conducted numerous fraud investigation training seminars for both U.S. and foreign corporations, and the Federal Government including the FBI and IRS. Tom was the lead...
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S5 E6. Your Favorite Mentor series with Catherine Flax: Updates + *Rebroadcast* The secrets to successful mentorships
Dear Accountant
*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free! Mentorship has been our core theme of this podcast, and ever since the pilot episodes, we kept getting endless questions about this topic. I’m excited to invite my mentor, Catherine Flax, to come back to have this coffee chat, while we rebroadcast the original episode so you can earn your CPE credit! As most of you know, Catherine is a strong champion for diversity and mentorship. You already know her story from my book, and even after knowing for over a decade, I continue to learn so much...
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S5 E5. Serendipity in Accounting, Technology and Asian Stereotypes with Donny Shimamoto
Dear Accountant
*Earn free CPE credit for listening to this episode! Visit to sign up for free! I am so excited to invite my friend, one of the few Asian thought leaders, educators and influencers in accounting, Donny Shimamoto, to talk about all things accounting, technology, small businesses and… Asian Representation!!! Well, you are probably very familiar with him because he’s everywhere, speaking and consulting about all things IT risk mgmt, business transformation, organizational development and AI! And as you know, I am always curious and have a million questions, I love talking to brilliant minds...
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S5 E4. Your Favorite Mentor series with Chuck Burch: Updates + *Rebroadcast* How to embrace masculinity and vulnerability
Dear Accountant
*Earn free CPE credit for listening to this episode! Visit to sign up for free! S5 E4. Your Favorite Mentor series with Chuck Burch: Updates + *Rebroadcast* How to embrace masculinity and vulnerability One of the most downloaded episodes has been season 3, episode 6 with Chuck where we talked about masculinity, vulnerability and insecurity of men. I decided to bring back your favorite mentor for a short coffee chat while we rebroadcast his episode because he always has interesting perspectives to share and I always learn so much from talking to him. As most of you know from reading his...
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S5 E3. How to Build an Impactful Business Empire with WFG Executive Chairwoman, Penney Ooi
Dear Accountant
*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free! I am so excited to invite my mentor, Penney Ooi, to chat about how to build an impactful business as an Asian female leader in the wealth management space! She is recognized as the first woman to achieve the highest field advancement level within World Financial Group, which is part of Transamerica, a fortune 500 company. She is a rare combination of visionary and master builder. Penney is a strong advocate for financial education and financial literacy - Through her career, she not only...
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S5 E2. The best kept secret in Corporate America: The PhD Project
Dear Accountant
*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free! What does Diversity Equity and Inclusion truly mean? Over 20 years ago, The KPMG Foundation, which invests in business education and volunteering, started a national program called The PhD Project, with the mission to increase the diversity of business school faculty. In this episode, I had the pleasure to speak with Blane Ruschak, President of PhD Project; and Dr. Marinilka Kimbro about their work with the PhD Project. I truly believe that The PhD Project is the best kept secret in...
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S5 E1. Learn tax strategies to reduce taxes and build wealth with James Rainwater, CPA
Dear Accountant
*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free! What are some of the things that rich people know and most of us may not know? Yes, tax strategy is definitely one of the biggest ones. In this episode, I invited my strategic tax coach, James Rainwater, to come on the show to share some tax tips and loopholes only the rich know! James not only is a CPA and tax strategist, he is also a very successful entrepreneur, investor, and advisor. Enjoy the episode! CONNECT WITH OUR GUEST, JAMES RAINWATER, CPA Linkedin: Tax Planning: Schedule time for...
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S4 E5. Women in Accounting and Finance
Dear Accountant
This week’s podcast guest has more celebrated achievements that's worth listing; Jessica McClain’s leadership and innovation continually spur our industry forward, and I’m excited to share our conversation with all of you. In this episode, we talk about what it takes to succeed as a woman in business, how to effectively manage a mentorship relationship, and so much more. I hope you enjoy our conversation! Episode and Blog: https://www.dearaccountantbook.com/post/women-in-accounting-and-finance CONNECT WITH OUR GUEST, JESSICA MCCLAIN ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a...
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S4 E4. How to create joy and purpose in your life?
Dear Accountant
I’m so excited to share this week’s episode with Danny Bader. Danny is an incredible public speaker, motivational instructor, author, provider, and more. After a near-death experience, Danny connected with the process and feeling of being alive in a whole new way. He advocates and helps others create joy, purpose, and fulfillment. In this episode, we dive deeply into the best ways to create with integrity and authenticity, to connect with others, and to be the best version of yourself. His career and passion shines through the episode, and there are tons of tidbits of great advice and...
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S4 E3. How to Prepare Students Now for the New CPA Evolution 2024
Dear Accountant
CPA licensing can open a lot of doors but opportunity cost matters; the field needs to consider shifts in its current approach in order to attract top talent, and this is an incredibly exciting time for the profession! I’m so excited to chat with Liz Kolar - her life resume encompasses all walks of experience, from public accounting at PwC to college professor; from CPA instructor to a leader in the educational technology space, Liz thrives on providing and encouraging young accountants. I speak with Liz about her career journey, her understanding of the changing CPA, and advice on how we...
info_outlineI wanna rebroadcast this conversation I have had with one of my favorite Asian female leaders, Karen Coyne. Karen is a CFP, certified financial planner - she is not only a financial wizard, but a charming and engaging podcast host! Check out her podcast called fresh off the vine - the Podcast about money sometimes about wine and always about getting better with time. Yep it sounds so cool right - I totally just took that tagline from her podcast :)
I really had so much time talking to her in this episode called “breaking the stereotype of the typical accountant” - in fact that really has been my mission and purpose of writing my book, my coaching and speaking. As you know, Accounting plays a critical role in every business, and it doesn’t have to be boring! I am passionate about this field not only because I am a CPA, it’s because I want you to know that if you can master this very powerful skill called accounting, a career in accounting and finance can be so fun and so dynamic that it would lead you to so many different professional pathways beyond your imagination!!
I cannot believe we have recorded 29 episodes and there’s only one episode left for season 3. I wanna thank you so much for your support and all your kind notes - that’s the reason why despite my ridiculous schedule, I still wanna come hang out with you guys! And if I can ask you for a huge favor to please leave me a rating or review for my book and my podcast, it would mean so much to me and really help spread the word! Until next time, take care of yourself! Enjoy this conversation!
Review my book on Amazon - https://www.amazon.com/Dear-Accountant-Stories-Advice-Explorations/dp/1544521138/
Review my podcast on Apple Podcast - https://podcasts.apple.com/fj/podcast/dear-accountant/id1560234052
CONNECT WITH KAREN
Linkedin: https://www.linkedin.com/in/karencoyne/
Fresh off the Vine Podcast: https://open.spotify.com/show/6ewO5N1cqUdgWOjIOTvMzQ
ABOUT KAREN COYNE, CFP®
Karen Coyne, CFP® is the founder of Clarity Planning, an independent financial planning practice at Raymond James.
She is a financial advisor to entrepreneurial physicians and professionals who value their time, wellness, and relationships as much as any other asset. She serves as a guide and sounding board for her clients, helping them make sense of how their money will best serve their vision and values. Karen is also a financial author and writer, with articles published by Medical Economics, Physician’s Practice, and DentistryIQ.com. She is the podcast host of FRESH OFF THE VINE™, and loves to explore the myriad of ways that finances intersect with so many other aspects of our lives.
The benefits of basic financial planning were made quite clear to Karen with the tragic loss of her father when he was just 40 years old. Because her parents had taken steps to help prepare for the unexpected, her family was able to avoid compounding an already painful situation. Karen is impassioned about being actionable and making decisions when you have options, before life makes your decisions for you.
Karen has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and a recognized standard of excellence in personal financial planning. CFP® professionals complete a rigorous and comprehensive program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
Karen also holds the securities licenses Series 7, 24 and 63, life and health insurance licenses, and is a Registered Principal and Investment Management Consultant (IMC).* She earned a bachelor’s degree in art history from the American University of Paris, France.
She brings experience, but also generous doses of humor and perspective. She “deals in the real” and is the antidote to shaming and “shoulding.”
Karen serves on the board of the Community Foundation of Washington County, Maryland and is the chair of Women’s Giving Circle of Washington County. She also serves on the Raymond James Women’s Advisory Council and the Raymond James Sustainable Investing Advisory Council. She enjoys staying active on the tennis courts and on her bike and is an unabashed food and wine enthusiast (currently trying to perfect homemade pita bread).
Karen grew up outside Chicago, Illinois. She has lived and traveled internationally, but is happiest surrounded by friends and family, wherever that may be. She lives in Hagerstown, Maryland and has two sons, Abe & Max.
ABOUT CECE LEUNG, CPA
Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.
Personal Website: www.ceceleung.com
Book Website: www.dearaccountantbook.com
The Entrepreneur CFO website: www.ecfopro.com
Coaching, Training and Workshop: https://www.ecfopro.com/training-and-coaching/
PR, Media and Collab: https://www.ceceleung.com/media
Podcast Blog: https://www.ceceleung.com/blog
Linkedin: https://www.linkedin.com/in/ceceleung/