The Soul of Enterprise: Business in the Transformation Economy by THRESHOLD
The Soul of Enterprise is designed to champion the insight that wealth is created by intellectual capital, a product of the inexhaustible human spirit. Wealth is above all an accumulation of possibilities. These possibilities lie hidden in the womb of the future, waiting to be discovered by human imagination, ingenuity, and creativity, manifested in free enterprises dedicated to the service of others. Tune in to The Soul of Enterprise, with Ron Baker and Ed Kless, broadcast live.
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Episode 555 - On Trump's AI Action Plan: Second interview with Adam Thierer
09/12/2025
Episode 555 - On Trump's AI Action Plan: Second interview with Adam Thierer
In this episode, we sit down with Adam Thierer, Resident Senior Fellow at the R Street Institute, to unpack his recent analysis—AI Policy in Congress Mid‑2025: Where Are We Headed Next? We explore shifting congressional priorities, from the AI–China strategic race to the rising friction with state-level AI regulations. Adam also shares how policymakers are evolving from a fear-driven stance to one increasingly open to AI’s broader benefits. Dive in for thoughtful insight on the road ahead in federal AI governance. Biography Adam Thierer is a Resident Senior Fellow on the Technology & Innovation team at the R Street Institute, dedicated to advancing "permissionless innovation" for a safer, more entrepreneurial world. Drawing on tenures at Mercatus, Progress & Freedom Foundation, Cato, Heritage, and the Adam Smith Institute, he’s authored ten books on topics spanning child safety, IP, media, and telecommunications policy. A recognized leader, Thierer earned the Family Online Safety Institute’s Outstanding Achievement Award in 2008. Adam's Previous Appearances
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Episode 554 - Kimberlee Josephson (Part VI): Superman, Snacks & the Invisible Order
09/05/2025
Episode 554 - Kimberlee Josephson (Part VI): Superman, Snacks & the Invisible Order
Ron and Ed are thrilled to welcome back Kimberlee Josephson for the sixth time, diving into her fascinating latest piece: “”. In it, Kimberlee reflects on how seemingly small acts—like sneaking snacks into a film screening—reveal the spontaneous, emergent structures that bind society�—drawing on themes of personal norms, subtle coordination, and the texture of social order. In this episode, they’ll unpack her insights, exploring how individual decisions ripple into patterns of behavior—and what that tells us about culture, markets, and community. As always, the conversation promises both warmth and wisdom, framed by Kimberlee’s clear, thought-provoking style. Catch her last two TSOE appearances: Episode 494 - Episode 528 - Kimberlee's Bio Dr. Kimberlee Josephson is an Associate Professor of Business Administration at Lebanon Valley College in Pennsylvania, specializing in international studies, strategic management, and marketing. She holds a Ph.D. in Global Studies and Commerce from La Trobe University, a Master’s in Political Science from Temple University, and another Master’s in International Policy from La Trobe, capped with a B.S. in Business Administration from Bloomsburg University. Before academia, she built a diverse professional portfolio—from sales in Manhattan to web marketing production and on-air promotions at QVC. Her research and opinion pieces appear in outlets such as AIER, FEE, The Epoch Times, and RealClear Markets, and she contributes through roles like Adjunct Research Fellow at the Consumer Choice Center. Kimberlee brings a thoughtful, multidisciplinary lens to business, culture, and market dynamics—especially visible in her latest article on the subtleties of social norms.
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Episode 553 - The Soul of Strategy: From Answers to Imagination
08/29/2025
Episode 553 - The Soul of Strategy: From Answers to Imagination
We throw the word strategy around so much that it risks becoming meaningless. Is it a plan? A budget? A list of goals? In this episode of The Soul of Enterprise, Ron and Ed revisit the meaning of strategy through the lens of John Hillen’s book . Strategy, Hillen argues, is not chosen — it’s designed. It’s not about squeezing more juice from today’s orange but positioning for tomorrow’s orchard. From Netflix’s reinvention to Hilti’s leap into tool leasing, from LEGO’s brand extensions to Cirque du Soleil’s circus transformation, we’ll explore how strategy creates sustainable advantage by being different, not just better. Join us as we unpack the difference between strategy and business models, between planning and thinking, and between reacting to the present and shaping the future. If you’ve ever wondered whether your “strategic plan” is really a strategy, this conversation will challenge, clarify, and inspire.
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Episode 552 - Gross Output (GO) vs. Gross Domestic Product (GDP): The Top Line of the Economy
08/22/2025
Episode 552 - Gross Output (GO) vs. Gross Domestic Product (GDP): The Top Line of the Economy
For years, GDP has been treated as the ultimate scorecard of economic performance. But GDP only measures final goods and services. It’s like judging a business by gross margin while ignoring sales. Economist Mark Skousen’s innovation, Gross Output (GO), fixes that. GO is the “Top Line” of the economy—capturing total sales and revenues at every stage of production, from raw materials to finished goods. GDP, in contrast, is the “Bottom Line,” measuring only what reaches final use. Together, they tell the full story, just as accountants need both revenue and profit to understand a business. This broader lens matters. GO reveals that business spending and investment drive about 60% of economic activity, with consumer spending closer to 30%—not the oft-quoted two-thirds. It also serves as a leading indicator: GO plunges deeper in recessions and rises faster in recoveries, signaling turning points before GDP does. For accounting and finance professionals, GO restores the supply chain to center stage and gives us a more accurate, dynamic picture of economic life. If GDP is the bottom line, GO is the top line—and both are needed to grasp the true soul of enterprise. ICYMI: (August 18, 2018), where he discussed the origins of GO, its adoption by the Bureau of Economic Analysis (BEA), and how GO often doubles GDP in scale—even suggesting a leading indicator role for GO over GDP.
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Episode 551 - Catchall Chaos
08/15/2025
Episode 551 - Catchall Chaos
Sometimes the best conversations come from the stories that don’t neatly fit into a single theme—but are too good to ignore. In this week’s episode of The Soul of Enterprise, Ron and Ed bring you a lively grab bag of pricing and business news, insights, and oddities they’ve collected from around the world. From surprising trends in how companies set prices, to cautionary tales in leadership, to the occasional “you-can’t-make-this-up” moment from the marketplace, no topic is off limits. Tune in for sharp commentary, unexpected connections, and a little controlled chaos.
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Episode 550 - THRESHOLD and The Revelation
08/08/2025
Episode 550 - THRESHOLD and The Revelation
On their first independent episode, Ron and Ed will share some thoughts on the new format, the transformation economy, their new entity (), and their Jerry Maguire mission statement to the professions entitled The . From the Preamble We affirm that the raison d’être of business is not profit, but human flourishing. Profit is the echo of value well delivered, the index of one's contribution to the health, wealth, wisdom, purpose, and meaning of others. It is a signal of trust earned and lives elevated. But profit is not the aim. It is the applause, not the performance. It is evidence, not essence.
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A New Beginning - Teaser Episode
08/01/2025
A New Beginning - Teaser Episode
Ron and Ed (well, just Ed, really) announced their transition from VoiceAmerica to their own platform. The show will continue streaming on Fridays at 3 PM Eastern/Noon PT, with the streams available at or . In addition to a few announcements, Ed shares the audio version of the Preamble to the REVELATION - a mission statement outlining their vision for the Transformation Economy focused on human flourishing. We are also seeking new sponsors and invite emails at .
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Episode 549 - The Experience Dividend: Why Money is Time
07/25/2025
Episode 549 - The Experience Dividend: Why Money is Time
Despite Ben Franklin’s witticism, time is not money. In economic reality, money is time. That’s because we buy things with money, but we pay for them with time. In this episode of The Soul of Enterprise, Ed and Ron explore how consumers, firms, and even the Federal Reserve are starting to measure value not in dollars, but in time well spent. Drawing on a May 2025 article in the , and the 1997 Federal Reserve Bank of Dallas report , the conversation covers: Why experience-based businesses have been flourishing since Joe Pine and James Gilmore identified the Experience Economy How to think about “valueflation” The profound economic insight that goods are getting cheaper, freeing up more time to enjoy life, and spend on experiences and transformations Whether you’re an accountant, entrepreneur, or simply a lover of liberty and leisure, this episode will challenge how you think about time, productivity, and pricing.
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Episode 548 - Memorable Mentors: Fred Smith, Founder of Federal Express
07/18/2025
Episode 548 - Memorable Mentors: Fred Smith, Founder of Federal Express
Ron and Ed explore the legacy and leadership lessons of Fred Smith, the visionary founder of Federal Express. From a bold undergraduate paper (legend has it that he only got a C+) to building one of the world’s most transformative logistics companies, Smith’s journey is a case study in perseverance, innovation, and strategic execution. We’ll unpack what made him not just a successful entrepreneur but a memorable mentor, both to his team and to an entire generation of business leaders. Tune in to discover the values, decisions, and mindset that helped shape the global economy, one overnight delivery at a time.
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Episode 547 - Recapping Scaling New Heights 2025 - Ninth interview with Joe Woodard
07/11/2025
Episode 547 - Recapping Scaling New Heights 2025 - Ninth interview with Joe Woodard
In his unprecedented ninth appearance with Ron and Ed, Joe Woodard will share his thoughts on the learning from the Woodard Group's Scaling New Heights 2025 event and also give a small sneak peek at next year! As always, the conversation will be fast, furious, and wide-ranging. More specifically, with hundreds of billions being invested in agentic AI, the next six months might see more change than the last six years!
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Episode 546 - The Road to Hell and Bad Marketing: Interview with Nick Asbury
06/27/2025
Episode 546 - The Road to Hell and Bad Marketing: Interview with Nick Asbury
Ron and Ed welcome Nick Asbury to a conversation about his book, . From the book jacket The road to hell is paved with good intentions, says the proverb. Never has that been truer than in the case of corporate purpose, the movement that took over the business and advertising world following the financial crisis of 2008. Guided by the mantra ‘do well by doing good’, businesses embraced a social purpose agenda that sought to align doing good for society with doing well in the marketplace. The result, according to author Nick Asbury, has been a wave of humourless and hubristic advertising, and a spiral of worse social outcomes, as businesses wade into issues beyond their remit, while neglecting their real ethical responsibilities. Diving into examples including Bud Light, Patagonia, Cadbury and Unilever, Nick Asbury builds a compelling case against purpose – covering what it is, where it came from, how it leads to worse marketing, and how it leads to worse social outcomes. As a positive alternative, he makes the case for creativity, cognitive empathy and valuing the human over the corporate. Amid the fierce and topical debate about purpose and corporate politics, The Road to Hell is a sharp and entertaining intervention, shedding light on how we got here – and where we go next.
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Episode 545 - The Power of Differentiation: Interview with Barry Labov
06/20/2025
Episode 545 - The Power of Differentiation: Interview with Barry Labov
In this episode of The Soul of Enterprise, hosts Ron Baker and Ed Kless are joined by Barry LaBov, founder and CEO of LABOV Marketing Communications and Training. A two-time Ernst & Young Entrepreneur of the Year and inductee into the Entrepreneur of the Year Hall of Fame, Barry brings a wealth of experience in brand differentiation and leadership. He has authored over a dozen business books, including The Power of Differentiation, and has collaborated with iconic brands like Harley-Davidson and Audi. Beyond his marketing acumen, Barry’s background as a musician and songwriter adds a unique perspective to his approach in business. In this conversation, they delve into strategies for uncovering and celebrating what makes brands unique, fostering employee engagement, and building customer loyalty. About Barry Barry LaBov is the founder and CEO of LABOV Marketing Communications and Training, specializing in brand differentiation. A two-time Ernst & Young Entrepreneur of the Year, he has authored over a dozen business books and collaborated with brands like Harley-Davidson and Audi. Barry’s unique approach integrates his musical background, enriching his creative strategies in business.
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Episode 544 - Interview with Jackie Meyer
06/13/2025
Episode 544 - Interview with Jackie Meyer
In this episode of “The Soul of Enterprise,” hosts Ron Baker and Ed Kless engage in a dynamic conversation with Dr. Jackie Meyer, a trailblazer in the accounting profession. As the founder of TaxPlanIQ and host of “The Concierge CPA” podcast, Dr. Meyer has been recognized as a “40 Under 40” honoree since 2018. She is renowned for her innovative approach to tax planning and her commitment to enhancing the health, wealth, and relationships of accounting professionals. In this insightful discussion, Dr. Meyer shares her journey from establishing an award-winning CPA firm to developing a SaaS tax advisory platform. She delves into her trademarked ROI Method™, which emphasizes value-based pricing and addresses cultural challenges within firms to combat burnout and turnover. Listeners will gain valuable insights into transforming accounting practices, the impact of AI on the profession, and strategies for achieving a sustainable work-life balance. Guest Bio Dr. Jackie Meyer is a distinguished figure in the accounting industry, celebrated for her innovative contributions and leadership. As the founder of TaxPlanIQ, she has revolutionized tax advisory services with a platform that streamlines tax planning and implementation. Dr. Meyer also hosts “The Concierge CPA” podcast, where she shares insights and best practices for accounting professionals. Her dedication to the profession has earned her recognition as a “40 Under 40” honoree since 2018. Beyond her professional achievements, Dr. Meyer is committed to promoting better health, wealth, and relationships within the accounting community.
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Episode 543 - Totally Tariff-Free Talk
06/06/2025
Episode 543 - Totally Tariff-Free Talk
You’ve heard us talk tariffs. You’ve definitely heard us talk Trump’s tariffs. So this week, in a bold act of podcasting restraint, we’re doing something radical: no tariff talk whatsoever. Instead, we tackle a roundup of current business events—from curious market moves to eyebrow-raising headlines—with our signature commentary and a touch of irreverence. Think of it as a tariff-free zone for your brain. You’re welcome.
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Episode 542 - Your Body; Your Healthcare: Interview with Dr. Jeffrey Singer
05/30/2025
Episode 542 - Your Body; Your Healthcare: Interview with Dr. Jeffrey Singer
In this episode of The Soul of Enterprise, Ron and Ed welcome Dr. Jeffrey A. Singer, a senior fellow at the Cato Institute and a seasoned general surgeon, to discuss his latest book, Your Body, Your Health Care. Dr. Singer delves into the erosion of patient autonomy in the modern healthcare system, attributing much of it to increasing government intervention. He advocates for a return to a patient-centered approach, emphasizing informed consent and individual sovereignty in medical decisions. The conversation explores the historical shift from medical paternalism to patient rights, critiques current regulatory frameworks, and offers insights into policy reforms that prioritize personal choice and freedom in healthcare. Guest Bio: Dr. Jeffrey A. Singer is a senior fellow at the Cato Institute’s Department of Health Policy Studies and the founder of Valley Surgical Clinics, Arizona’s largest and oldest group private surgical practice. With over 35 years in private surgical practice, he brings a wealth of clinical experience to his policy work. Dr. Singer is also a visiting fellow at the Goldwater Institute and serves on the Board of Scientific Advisors for the American Council on Science and Health. His research focuses on healthcare policy, patient autonomy, and the unintended consequences of drug prohibition.
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Episode 541 - Omnium Gatherum
05/23/2025
Episode 541 - Omnium Gatherum
Once again, it is time for Ron and Ed to get a few things off their chests. Not since October 2024's Outstanding Olio has there been such a collection of Friday Farrago, Glorious Gallimaufry, or even Holiday Hodgepodge. Join us as we make our way through this Mishmash of Miscellany.
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Episode 540 - Inventing Sequence: Interview with Doug Reuter
05/16/2025
Episode 540 - Inventing Sequence: Interview with Doug Reuter
Ron and Ed sit down with Doug Reuter, the inventive mind behind the beloved board game Sequence. Doug shares the fascinating journey of bringing Sequence to life—a process that spanned four years of development, three years to secure licensing, and nearly another year before it hit store shelves in 1982. Beyond his success in the gaming industry, Doug delves into his political career, highlighting his two terms in the Minnesota House of Representatives. He discusses how his knack for strategy and rule-making in game design translated into his legislative work, where he adeptly utilized procedural rules to navigate political challenges. Join us for an engaging conversation that explores the intersections of creativity, entrepreneurship, and public service. Guest Bio Doug Reuter and his wife, Nancy, are 19-year residents of Corinth, TX – a north suburb of Dallas. Married 54 years, they have two daughters, four grandchildren and a son who is deceased. Doug has a BA in Business Management with a minor in Business Finance. Doug is a Vietnam-era veteran - Honorably Discharged in 1972 after having served six years of combined active duty and active reserve service in the U. S. Navy. He has over 30 years of Senior Human Resource Management experience and was twice elected to the Minnesota House of Representatives where he served from 1997 to 2001. Legislative achievements include working single-handedly for 14 months to successfully re-establish the original Founders language regarding the House session opening prayer rule and successfully worked across the aisle with Representative Phyllis Kahn (D) Minneapolis, both in Committee and in a full House session, to kill Governor Ventura’s desire to establish a Unicameral Legislature in Minnesota. Doug is also the inventor of several board and card games including the family board game SEQUENCEÒ which has been continuously marketed for over 40 years, enjoys world-wide distribution and has sold over 20 million copies.
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Episode 539 - We're not Done with Dunn: Interview with Paul Dunn
05/09/2025
Episode 539 - We're not Done with Dunn: Interview with Paul Dunn
In this episode of The Soul of Enterprise, Ron and Ed welcome Paul Dunn, a 4-time TEDx speaker, award-winning entrepreneur, and chairman of B1G1: Business for Good. Paul shares his insights on how small businesses can make a massive impact through purpose-driven initiatives. From transforming customer connections to embedding giving into everyday business activities, Paul’s wisdom will inspire you to think differently about success and significance. Guest Bio Paul Dunn is a globally recognized business leader and speaker, known for his innovative approach to purpose-driven business. As chairman of , he has helped over 2,300 businesses create 150 million+ giving impacts worldwide. A recipient of the Global Lifetime Achievement Award for Service to the Accounting Profession, Paul continues to empower businesses to integrate impact into their core strategies.
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Episode 538 - In the Octagon: Eighth interview with Joe Woodard
05/02/2025
Episode 538 - In the Octagon: Eighth interview with Joe Woodard
What do David Allen's Getting Things Done, Daniel Susskind's A World Without Work, and AppleTV's Severence have in common? They are all on the mind of Ron and Ed's Guest for this episode, Joe Woodard. This will be Joe's record-extending EIGHTH appearance on T$oE. He is always an audience favorite. So buckle up! As always it will be a fast-paced wide-ranging conversation with him.
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Episode 537 - One of Our Own - Second interview with Mark Koziel
04/25/2025
Episode 537 - One of Our Own - Second interview with Mark Koziel
We are thrilled to welcome Mark Koziel, CPA, CGMA, as our guest on this episode of The Soul of Enterprise. Mark has recently been appointed as the President and CEO of the American Institute of CPAs (AICPA) and the Association of International Certified Professional Accountants, effective January 2025. Prior to this role, he served as the President and CEO of Allinial Global, an association of independent accounting and advisory firms. With over 25 years of experience in accounting and leadership, Mark has been a consistent advocate for the profession, bringing a global perspective to the evolving landscape of accounting and finance. In this episode, we delve into Mark’s vision for the future of the accounting profession, discussing the challenges and opportunities that lie ahead. We explore his journey from public accounting to leading major professional organizations, and how his experiences have shaped his perspectives on leadership, innovation, and the role of accountants in today’s dynamic business environment. Join us for an insightful conversation as we uncover the insights and strategies that have propelled Mark to the forefront of the accounting world, and learn how he plans to steer the profession into the future.
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Episode 536 - Crossing the Threshold: A New Chapter Begins
04/18/2025
Episode 536 - Crossing the Threshold: A New Chapter Begins
Ron and Ed unveil their bold new venture—THRESHOLD. In this episode, they share the vision behind the company, why it matters now, and how it aims to challenge the status quo in advisory and consulting. THRESHOLD is more than a brand—it’s a mindset shift for professionals ready to think beyond billable hours and transactional models. If you’re looking for transformation, not just iteration, this is your call to cross the threshold with us.
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Episode 535 - Juche for Dummies: Why Self-Sufficiency Sucks
04/11/2025
Episode 535 - Juche for Dummies: Why Self-Sufficiency Sucks
Ron and Ed break down the latest tariff policies of President Donald Trump, offering a free market critique of its implications. They explore how tariffs function as hidden taxes on consumers, challenge the idea of using protectionism as economic strategy, and examine the historical consequences of similar policies. With their signature blend of insight and humor, they discuss what this could mean for trade, inflation, and entrepreneurial freedom.
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Episode 534 - Milton’s Mandate: The Market, Morality, and Money
04/04/2025
Episode 534 - Milton’s Mandate: The Market, Morality, and Money
In this episode, Ron and Ed dive into one of the most influential and debated essays in business and economic thought: Milton Friedman’s The Social Responsibility of Business Is to Increase Its Profits. Published in The New York Times in 1970, Friedman’s argument that businesses should focus solely on maximizing shareholder value while operating within the law sparked decades of debate about corporate ethics, stakeholder capitalism, and the role of business in society. Ron and Ed will unpack Friedman’s perspective, discuss its implications for modern businesses, and explore how it contrasts with contemporary views on corporate social responsibility (CSR) and ESG (Environmental, Social, and Governance) initiatives. Is Friedman’s argument still valid in today’s world, or has the definition of corporate responsibility evolved? Tune in for an insightful discussion on one of the most enduring ideas in free-market economics. 📖 Read Friedman’s original essay:
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Episode 533 - 2025 Tech Trends Report with Greg Tirico
03/28/2025
Episode 533 - 2025 Tech Trends Report with Greg Tirico
With Ron Baker out this week due to a personal matter, Ed Kless is joined by Greg Tirico for a deep dive into the FTSG 2025 Tech Trends Report. Together, they explore 10 provocative takeaways shaping the future of technology—from AI’s evolution into “living intelligence” and action models, to the rise of agentic systems, climate-driven innovation, and the commercial colonization of space. Ed and Greg break down what these shifts mean for business leaders, professionals, and society at large. Expect thoughtful insights, some healthy skepticism, and a few surprises as they navigate the frontier of what’s next.
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Episode 532 - Superabundance Revisited: Our Second Conversation with Gale Pooley
03/21/2025
Episode 532 - Superabundance Revisited: Our Second Conversation with Gale Pooley
Join us for an enlightening discussion as we welcome back economist and author Dr. Gale L. Pooley to celebrate the release of his new book. In this episode, we delve deeper into the groundbreaking concepts presented in the book, exploring how human ingenuity and freedom drive resource abundance and economic growth. Dr. Pooley shares new insights and reflections since his last appearance, offering a fresh perspective on the relationship between population dynamics and prosperity. Don’t miss this opportunity to gain a deeper understanding of the principles that challenge conventional views on scarcity and highlight the potential for human creativity to overcome limitations. More about Gale Dr. Gale L. Pooley is an American economist, professor, and co-author of Superabundance. He currently teaches U.S. economic history at Utah Tech University and has held academic positions at institutions including Brigham Young University–Hawaii and Alfaisal University in Riyadh. Dr. Pooley is renowned for his work on the concept of abundance and population growth, notably co-authoring the Simon Abundance Index, which measures resource availability relative to population growth. He holds professional designations from the Appraisal Institute, the Royal Institution of Chartered Surveyors, and the CCIM Institute.
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Episode 531 - The Boardroom Brawl: Will Purpose Stand Tall or Will Profit Take All?
03/14/2025
Episode 531 - The Boardroom Brawl: Will Purpose Stand Tall or Will Profit Take All?
In this episode of The Soul of Enterprise, Ron and Ed dive into the long-standing debate: Is the purpose of business to make a profit, or is profit simply the result of fulfilling a deeper mission? Drawing inspiration from the wisdom of Peter Drucker—who famously stated, “There is only one valid definition of business purpose: to create a customer”—they explore the implications of this perspective for entrepreneurs, executives, and professionals. Does a relentless focus on profit lead to short-termism and ethical compromises? Or is profit the natural outcome of serving customers, creating value, and building a sustainable enterprise? Join us as Ron and Ed unpack these ideas, challenge conventional wisdom, and discuss what this debate means for the future of business.
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Episode 530 - One Thing - March 2025
03/07/2025
Episode 530 - One Thing - March 2025
Inspired by A. J. Jacobs when he appeared on Russ Robert's great podcast EconTalk, Ron and Ed have each been keeping a "One Thing" journal for the last few years. The idea is simple. You have a place where each day you capture, just one thing that inspired you. For us, it is often a quote, but it can just be an idea. In this episode, Ron and Ed once again share entries from their "One Thing" journals. It is a bit random, but contains nugget after nugget of curated wisdom for the reading and listening habits of the hosts.
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Episode 529 - Entrepreneurial Neadery - Second interview with Seth David
02/28/2025
Episode 529 - Entrepreneurial Neadery - Second interview with Seth David
In this episode of “The Soul of Enterprise,” hosts Ron and Ed engage in a compelling conversation with Seth David, the Chief Nerd and CEO of Nerd Enterprises, Inc. Seth is renowned for his ability to demystify complex financial concepts, making them accessible and actionable for businesses and accounting professionals alike. With a rich background that includes auditing and a passion for leveraging technology to enhance business efficiency, Seth shares his journey from traditional accounting roles to becoming a leading educator and consultant in the industry. More about Seth Seth David is the Chief Nerd and CEO of Nerd Enterprises, Inc., a firm dedicated to empowering accounting professionals and business owners through expert training and support. With a career spanning over two decades, Seth has established himself as a thought leader in accounting and business consulting, known for his unique ability to simplify complex financial topics. He is the creator of the “Bulletproof Bookkeeping®” methodology and offers a range of courses designed to enhance efficiency and accuracy in financial management. Beyond his professional endeavors, Seth is an animal lover and a creative individual committed to helping others achieve their best.
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Episode 528 - Questioning Conscious Capitalism - Fifth interview with Kimberlee Josephson
02/21/2025
Episode 528 - Questioning Conscious Capitalism - Fifth interview with Kimberlee Josephson
In this episode, we welcome back Dr. Kimberlee Josephson for her fifth appearance on The Soul of Enterprise. Dr. Josephson, an associate professor of business at Lebanon Valley College and adjunct research fellow with the Consumer Choice Center, brings her extensive expertise in global sustainability, international marketing, and workplace diversity to our discussion. We delve into the complexities of Environmental, Social, and Governance (ESG) criteria, examining their impact on business operations and economic freedom. Dr. Josephson shares her insights on the challenges ESG poses to free-market principles and the potential consequences for entrepreneurs and consumers alike. Join us for a thought-provoking conversation that explores the intersection of corporate responsibility and economic liberty, and gain a deeper understanding of the current debates surrounding ESG in today’s business landscape. More about Kimberlee Dr. Kimberlee Josephson is an associate professor of business at Lebanon Valley College and serves as an adjunct research fellow with the Consumer Choice Center. She teaches courses on global sustainability, international marketing, and workplace diversity. Her research and op-eds have appeared in various outlets. She holds a doctorate in global studies and commerce and a master’s degree in international policy both from La Trobe University, a master’s degree in political science from Temple University, and a bachelor’s degree in business administration with a minor in political science from Bloomsburg University
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Episode 527 - Building Your Ideal Practice - Roundtable with experts from Woodard
02/14/2025
Episode 527 - Building Your Ideal Practice - Roundtable with experts from Woodard
Join Ron and Ed for an engaging roundtable discussion with three dynamic leaders from Woodard: Patricia Hendrix, Heather Satterley, and Deborah Defer. These accomplished professionals bring their unique expertise in practice advancement, technology integration, and Client Advisory Services (CAS) to the conversation. Together, they’ll explore the evolving landscape of accounting, the role of automation, and strategies for business transformation. Tune in for insights, innovation, and inspiration from some of the industry’s top minds! Guest Bios 🔹 Patricia Hendrix – EVP of Woodard Communities & Director of Practice Advancement Coaching. With 30+ years in accounting, Patricia helps firms transform through leadership, business strategy, and mentorship. 🔹 Heather Satterley – Director of Education & Media at Woodard. A CPA and tech advocate, she co-hosts The Appy Hour and specializes in automation and innovation in accounting. 🔹 Deborah Defer – Director of CAS at Woodard. A thought leader in Client Advisory Services, Deb designs cutting-edge strategies to streamline processes and drive business growth.
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