Dear Accountant

“Dear Accountant,” a uniquely insightful and entertaining podcast for aspiring young business professionals. Each episode is packed with actionable advice to help young finance professionals get ready for their next big thing! Hosted by Cecilia ”Cece” Leung, CPA. Cece is as smart as she is personable. For over two decades, Cece honed her professional skills in the corporate world working for powerhouse firms like JP Morgan, PricewaterhouseCoopers, and Ernst & Young. As a Chinese emigrant, Cece also offers a real-world empathetic perspective of a female, minority business owner.

S5 E7. Your Favorite Mentor series with Tom Golden: Advice on life, relationship, career, writing books etc 08/31/2022

S5 E7. Your Favorite Mentor series with Tom Golden: Advice on life, relationship, career, writing books etc *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 author of the award-winning John Wiley & Sons book A Guide to Forensic Accounting Investigation, now in its 2nd Edition. He is a CPA and Certified Fraud Examiner, former chairman of the Board of Regents for the Association of Certified Fraud Examiners (ACFE) and has been given this organization’s highest honor being name Regent Emeritus, and former Chairman of the Better Government Association, a citizen watch-dog group operating in Chicago since 1922. Tom was also an adjunct professor at DePaul University, Chicago after he developed and taught the school’s first Forensic Accounting graduate course in 2002. Tom’s presentation style is indeed unique and can be tailored to each specific audience. Whether he speaks from a podium or freely moves around an open stage he delivers simple techniques which auditors and financial executives can use to spot and avoid fraud. Visit: Previous episode with Tom Golden - S2 E1: Numbers can tell very exciting stories: 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: Book Website: The Entrepreneur CFO website: Financial Planning: Coaching, Training and Workshop: PR, Media and Collab: Podcast Blog: Linkedin: /episode/index/show/dearaccountant/id/24227610

S5 E6. Your Favorite Mentor series with Catherine Flax: Updates + *Rebroadcast* The secrets to successful mentorships 07/13/2022

S5 E6. Your Favorite Mentor series with Catherine Flax: Updates + *Rebroadcast* The secrets to successful mentorships *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 from her leadership, wisdom, empathy, and everything in life and work really. Let's see what she’s up to since the last time we chatted over a year ago on this podcast. ABOUT OUR GUEST, CATHERINE FLAX Catherine Flax has a distinguished multi-decade career across diverse industries and positions and has served in executive leadership roles in financial services, FinTech, and commodities. Her global endeavors alongside accomplished worldwide C-suite executives are certainly impressive, but what makes her unique is her deep sense of humanity and empathy, and her genuine interest in connecting with others. Catherine is the President of Private Markets at X Machina Capital Strategies. She brings decades of experience in building successful businesses in commodities, financial services, technology, and professional services. She sits on the board of ISO-New England, Abaxx Technologies (), Astor Perkins, BASE Carbon and Amperon. Most recently, Catherine served as CEO of Pefin, the world’s first artificial intelligence financial advisor. Earlier, she worked at BNP Paribas, where she served as CEO, commodities, foreign exchange, and emerging markets. Catherine also worked at J.P. Morgan, serving as both CMO globally, as well as CEO, commodities EMEA. Catherine was named the “Most Influential Women in European Financial Markets”. She also is a board member at Cristo Rey Brooklyn Highschool, CareerSpring, Aggies on Wall Street Program at Texas A&M University, as well as a trustee at the Holy Family Church in New York City. CONNECT WITH CATHERINE: Linkedin: ABOUT X Machina Capital Strategies: 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: Book Website: The Entrepreneur CFO website: Financial Planning: Coaching, Training and Workshop: PR, Media and Collab: Podcast Blog: Linkedin: /episode/index/show/dearaccountant/id/23737511

S5 E5. Serendipity in Accounting, Technology and Asian Stereotypes with Donny Shimamoto 07/12/2022

S5 E5. Serendipity in Accounting, Technology and Asian Stereotypes with Donny Shimamoto *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 and bouncing off thoughts on some very tough questions, and this time is no exception. ABOUT OUR GUEST, DONNY SHIMAMOTO, CPA, CITP, CGMA Donny is the founder and managing director of IntrapriseTechKnowlogies, an advisory-focused CPA firm specialized in innovation acceleration and organizational development for small businesses, middle market organizations, and nonprofits. He is dedicated to help accountants and organizations strategically leverage technology while proactively managing their business and technical risk. CONNECT WITH DONNY SHIMAMOTO: Linkedin: About IntrapriseTechKnowlogies: GET INVOLVED IN THIS MEANINGFUL JOURNEY: Center for Accounting Transformation: . 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: Book Website: The Entrepreneur CFO website: Financial Planning: Coaching, Training and Workshop: PR, Media and Collab: Podcast Blog: Linkedin: /episode/index/show/dearaccountant/id/23725568

S5 E4. Your Favorite Mentor series with Chuck Burch: Updates + *Rebroadcast* How to embrace masculinity and vulnerability 07/11/2022

S5 E4. Your Favorite Mentor series with Chuck Burch: Updates + *Rebroadcast* How to embrace masculinity and vulnerability *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 story in my book, he grew up in the inner city in a single parent household, but his determination and focus has helped him get through so many unexpected twists and turns in his life - ultimately started his entrepreneurial journey and built a very successful business. Let's see what he’s up to! CONNECT WITH CHUCK BURCH: Linkedin: Company Website: Chuck Burch Scholarship Fund: The Evolution of Skating: Live, Love, Sk8 to Tell It (The Evolution of Skating Series) 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: Book Website: The Entrepreneur CFO website: Coaching, Training and Workshop: PR, Media and Collab: Podcast Blog: Linkedin: /episode/index/show/dearaccountant/id/23707217

S5 E3. How to Build an Impactful Business Empire with WFG Executive Chairwoman, Penney Ooi 06/16/2022

S5 E3. How to Build an Impactful Business Empire with WFG Executive Chairwoman, Penney Ooi *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 helped and impacted so many lives, she has also nurtured many successful leaders to become millionaires who are now proud business owners who enjoy true financial freedom. In this episode, we chatted with Penney about her journey over the past 28 years, from moving to the US as an international student from Malaysia, got rejected by the top firms, to ultimately building her successful business empire Dream builder financial to serve the masses. CONNECT WITH OUR GUEST, PENNEY OOI Instagram: Linkedin: About Penney: Dream Builder Financials: 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 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. Linkedin: Personal Website: Book Website: The Entrepreneur CFO website: PR, Media and Collab: Podcast Blog: GET FREE CPE CREDIT at This show is brought to you by Earmark CPE, your source for podcast-based continuing education for accounting and tax professionals. You can earn CPE for listening to the episodes on this podcast, and more! Sign up for the mobile app to earn free CPE whenever you want, wherever you go. Learn more at . /episode/index/show/dearaccountant/id/23452979

S5 E2. The best kept secret in Corporate America: The PhD Project 06/06/2022

S5 E1. Learn tax strategies to reduce taxes and build wealth with James Rainwater, CPA 05/23/2022

S4 E5. Women in Accounting and Finance 04/05/2022

S4 E4. How to create joy and purpose in your life? 02/28/2022

S4 E3. How to Prepare Students Now for the New CPA Evolution 2024 02/20/2022

S4 E2. How we can better support first generation students to achieve career success with Paul Posoli 02/07/2022

S4 E1. Center for Accounting Diversity with Dr. Kecia Williams Smith 01/24/2022

S4 E1. Center for Accounting Diversity with Dr. Kecia Williams Smith The topic of Diversity in Accounting is not new. I have been hearing about it even before I entered into the profession almost two decades ago! Yet, the accounting profession is still not where it should be in terms of diversity goals. Any studies or statistics would show you that the representation of minorities in the accounting profession is low, specifically as the professionals continue to rise up the rank. In the past years, we also heard about the pipeline problem - some of the young talents just don’t find accounting an attractive career option, which is such a shame because I personally love accounting, and how my accounting background and experiences has opened up so many opportunities and helped me to continue to build my entrepreneurial career. Usually, when people look at me, they would never think I am an accountant - but I am a super proud accountant, and I am also a lot of things - I am a published author, podcast host, speaker, business owner, endurance athlete, pianist, and yes, I also built an online skin care company and sold it many years ago! And honestly, when you get to know more of us in accounting, you will know how fascinating our stories are - there are comedians, FBI agents and children book authors - you name it! So I say we as accountants need to break this stereotype, change our narrative and branding, most importantly, share our stories so people know exactly what we do and the impact of our work. ABOUT DR. KECIA WILLIAMS SMITH, PhD, CPA, Director, Center for Accounting Diversity Kecia is a CPA, and currently serves as the Director of the Master of Accountancy Program in the Department of Accounting and Finance at North Carolina A&T State University. She spent her early careers at one of the big 4 for almost a decade, then, she pivoted to join the Public Company Accounting Oversight Board (PCAOB) where she created and led the Inspections Training Office that served over 400 inspection personnel. Yes, if you remember, the PCAOB is a dedicated regulatory agency that was created by the Sarbanes–Oxley Act of 2002 to audit the auditors. Then, after spending almost another decade there, she went back to school to get her PhD - and post-PhD, she taught at Virginia Tech for a few years, and eventually returned to her alma mater in academia, bringing all her experiences together to the classroom. Cece’s note: Kecia’s passion is contagious. I’d say it’s obvious that helping pave the way to quality education to the younger generations is not only her vocation, but her calling in life. Thank you, Kecia! Connect with Kecia: GET ON THE MAILING LIST The Center for Accounting Diversity will be officially launching in Feb 2022 -- so exciting!! Stay up to date with this important initiative - send an email to to be added to the mailing list. 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: Book Website: The Entrepreneur CFO website: Coaching, Training and Workshop: PR, Media and Collab: Podcast Blog: Linkedin: /episode/index/show/dearaccountant/id/21880001

S3 E10. Mission Incredible - What a fantastic year it has been! 12/29/2021

S3 E10. Mission Incredible - What a fantastic year it has been! Hey friends, welcome to the Dear Accountant podcast season 3 finale. I know it feels like it’s been forever, right? Thank you so much for all your notes saying hello and checking up on me - yes I am still here. So this episode is just going to be me talking to you - so I titled this episode Dear Cece’s friends, which is YOU! What better way to wrap up season 3 right? For all of you that are listening, I may not know who you are, yet; but I am very thankful that you are here sharing this moment with me. No matter where you are in the world, what journey you are on, I wish you the very best, good health with a lot of love and joy. I wish to meet you someday in person - in my workshop, group coaching or speaking events! Or hey maybe just in the coffee shop or bookstore! Happy holidays to you and your family and loved ones - I will see you back here on the Dear Accountant podcast in the new year 2022 kicking off Season 4! Until then, take care of yourself - rest up and get ready to kick ass in the new year!! Cece ———- 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: Book Website: The Entrepreneur CFO website: Coaching, Training and Workshop: PR, Media and Collab: Podcast Blog: Linkedin: /episode/index/show/dearaccountant/id/21623297

BONUS: Breaking the Stereotype of the typical accountant 11/30/2021

BONUS: Breaking the Stereotype of the typical accountant I 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 - Review my podcast on Apple Podcast - CONNECT WITH KAREN Linkedin: Fresh off the Vine Podcast: 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 . 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: Book Website: The Entrepreneur CFO website: Coaching, Training and Workshop: PR, Media and Collab: Podcast Blog: Linkedin: /episode/index/show/dearaccountant/id/21324824

S3 E9. What do the younger generations really want? 11/26/2021

S3 E9. What do the younger generations really want? Whenever we talk about the younger generations, or the term millennial, what comes to mind is usually nothing good, right? But honestly, you and I were young once, when I was a teenager or in my 20s, it's always full of drama, agony, worries, insecurities - so when you think about it, most generations start off with a bad reputation. The younger generation rarely delights the older generations. I don’t think this is anything new. The post-World War II generation complained about the baby boomers. Then the baby boomers complained about Gen X - It’s human nature to think you know more than those who come after you, that your way is the best way, and that “these kids” are really just that - well, they are kids. So millennials are considered entitled, selfish, and impatient, lazy and disloyal... there's probably some truth to that, or else people wouldn't say that... but my argument is that there's some level of truth to that for every generation when they are in their 20s to early 30s. Of course there may have been some slightly different aspects of what their weaker and stronger points were... but for all generations, there was some immaturity and self centeredness at that age. I work with a lot of young kids, specifically with underprivileged and immigrant kids, first generation students, and they always reminded me of my younger self - full of untapped strengths and hope inside that I didn't even know I had! So how do we crack their code and figure out their motivation and engage them in life and at work? This week I invited our youngest guest Sammy Warrayat on the show. He's the podcast host of "Successful Millennials Podcast", geared towards proactive and driven millennial born from 1990 to 1997 trying to find motivation as well as improve tactics to achieve success in the 5 major categories he defined - Happiness, Money, Health, Career, and Relationship - fully capture the impact of the rise of technology and social media being in the formative years instead of in adulthood. ABOUT OUR GUEST, SAMMY WARRAYAT Sammy is a fitness enthusiast, avid traveler, financial coach, money expert and so much more! After having a data analytics career throughout his 20s, he left Corporate America with a vision of helping others achieve financial independence and a successful overall life in health, relationships, and purpose through discipline and grit rather than just motivation and inspiration through his podcast and consulting services. Check out Sammy’s podcast - The Successful Millennials Podcast: Get coached by Sammy - work with him on your personal finance: https://financezilla.net Connect with Sammy: Instagram: Linkedin: 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: Book Website: The Entrepreneur CFO website: Coaching, Training and Workshop: PR, Media and Collab: Podcast Blog: Linkedin: /episode/index/show/dearaccountant/id/21293501

S3 E8. STEAM ahead with resilience 11/21/2021

S3 E8. STEAM ahead with resilience As you know, I am an accountant by training and spent my career in capital markets and investment funds for the past 2 decades. As an Asian female, my career journey has definitely been a roller coaster journey to say the least. I am sure you have heard it all, or maybe even experienced it yourself - being treated like an outsider. Feeling like you have to prove yourself all the time. Struggling to make your voice heard. Whether it’s overt discrimination or more subtle forms of bias, male-dominated industries like engineering and banking can pose huge challenges for women. But I gotta say, despite all the obstacles, I also got a lot of guidance and support from women and men, and eventually found my place. I am so honored to have Florence Hudson to be on the show this week to talk about the topic on STEAM (Science, Technology, Engineering, Accounting and Math) ahead with resilience! I love her energy, and her backstory is fascinating - I am impressed and seriously do not know how she does it all! She’s a proven success that no matter what life throws at her, she continues to keep moving forward and rise above challenges. ABOUT OUR GUEST, FLORENCE HUDSON: Florence is the Founder & CEO of FDHint, LLC, a consulting firm focused on advanced technologies, diversity and inclusion. She’s an aerospace and mechanical engineer by training, was a Former Chief Technology Officer at IBM, a Chief Innovation Officer, and an aerospace engineer at Grumman and NASA. She is Executive Director for the NSF funded Northeast Big Data Innovation Hub at Columbia University, and formerly Special Advisor for TrustedCI – the NSF Cybersecurity Center of Excellence at Indiana University. She serves on Boards at her alma mater Princeton, as well as Cal Poly, and Stony Brook Universities, Blockchain in Healthcare, and the IEEE Engineering in Medicine and Biology Standards Committee (EMB-SC). Connect with Florence on social media: Linkedin: Twitter handles: @flo4princeton (personal) @fdhint (consulting) @tippss4iot (ieee and security/privacy crowd). Florence's speaking engagements: 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: Book Website: The Entrepreneur CFO website: Coaching, Training and Workshop: PR, Media and Collab: Podcast Blog: Linkedin: /episode/index/show/dearaccountant/id/21233630

BONUS: Pay Matters with David Weaver 11/11/2021

BONUS: Pay Matters with David Weaver Hi everyone, this is Cece, thanks for tuning in. I cannot believe there's only 2 months left so I want to finish this year strong! Things have been great and I have been traveling a lot so I am exhausted! Aside from the 3 remaining episodes for this season, I have so many bonus episodes I'd like to share! Recently I got a lot of questions about pay and compensation, so I thought I’d re-broadcast this chat I had with David Weaver earlier this year during the lockdown. David is the award-winning author and podcast host called Pay Matters. Compensation is such a sensitive topic and most of us do not feel comfortable talking about it. We all want to get paid fairly and competitively for what we do. How much are you worth? Compensation is never just about money. What matters to people at different stages of life should be taken into account. But I do think people care about company culture and values, flexibility, community and contributions, and the sense of belonging, feeling that they are part of something greater than themselves. We all want to have a truly fulfilling personal and professional life. Enjoy the episode! About David Weaver: David is the President of Compensation and HR group. He's also the award-winning author of Pay Matters: The Art and Science of Employee Compensation. He's an influential and highly skilled Compensation Consultant with extensive experience working with senior leaders in Human Resources to design and implement compensation programs seamlessly. He has strong background in compensation program design, salary surveys, base pay, incentive plans, executive compensation, total rewards, sales incentives, performance management, job evaluation, global compensation, FLSA reviews and employee engagement surveys. Connect with David on LinkedIn: His company website: Pay Matters Book: Pay Matters Podcast: 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: Book Website: The Entrepreneur CFO website: Coaching, Training and Workshop: PR, Media and Collab: Podcast Blog: Linkedin: /episode/index/show/dearaccountant/id/21126353

S3 E7. How to thrive in an international career in accounting and finance 11/02/2021

S3 E7. How to thrive in an international career in accounting and finance When I was young growing up in Hong Kong, I was fascinated by the glamour of wall street and all the professionals dressing up in suits - I never imagined myself making it to New York City!! So when I graduated with my business degree in finance and economics, I also got my CPA - who would have thought having accounting and finance skills under my belt can be so powerful to open up my world in financial capital markets globally, and allowed me to continue to evolve and become an entrepreneur. I love this industry and I continued to be amazed by all the growth and opportunities. The financial markets basically exist to bring people together so money flows to where it is needed most. So often people think all the people who are crushing it out there in the financial world are the finance guys - but hey there are actually a lot of us cool bean counters not only counting beans but growing them for businesses to flourish. I am so excited to have David Sarfas as our guest this week to talk about his international career journey, the financial capital markets and so much more! For those of you who are interested in exploring the many career options in financial services - this conversation will provide a lot more colors, insights and perspectives! ABOUT OUR GUEST, DAVID SARFAS David is the Managing Director and Head of Private Capital at Intertrust Group. He has three decades of experience serving the alternative asset industry. He’s worked at the big 4 accounting firm, global investment bank, fund administration services in different capacities. His experience covers a wide range of business issues and processes which includes financial and accounting due diligence, structuring and valuing transactions and investment banking services for alternative asset management industry participants. David's Linkedin: https://www.linkedin.com/in/sarfas/ 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: Book Website: The Entrepreneur CFO website: Coaching, Training and Workshop: PR, Media and Collab: Podcast Blog: Linkedin: /episode/index/show/dearaccountant/id/21015605

BONUS: My interview with Mark Goldman, CPA, and podcast host of "Where Accountants Go" 10/31/2021

BONUS: My interview with Mark Goldman, CPA, and podcast host of "Where Accountants Go" Welcome to the Dear Accountant podcast bonus episode! I have been traveling this week so I am a bit behind in production - but I’d like to re-broadcast and share this amazing conversation I had with Mark Goldman in his podcast, called Where accountants go! We talked about my career journey and my book and all things accounting. You probably know Mark already - he is a CPA and runs his executive recruiting firm, helps connect businesses and talents - and, he has done 240+ podcast episodes featuring all the cool accountants in our space - such as an FBI agent and all the accounting superheroes you can possibly think of! I applaud all his effort because first of all there’s nothing like it out there in accounting; also, it takes a lot of tremendous effort to write and produce a well-thought-out podcast so thank you, Mark. You are fantastic, and You inspired me. And for all of you listening, I will share all the links in the show notes - so be sure to check out Mark’s podcast. Enjoy our conversation! ABOUT MARK GOLDMAN 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: Book Website: The Entrepreneur CFO website: Coaching, Training and Workshop: PR, Media and Collab: Podcast Blog: Linkedin: /episode/index/show/dearaccountant/id/20998988

S3 E6. How to embrace masculinity and vulnerability 10/24/2021

S3 E6. How to embrace masculinity and vulnerability Recently I have read some alarming statistics that men are being affected the most in the global mental health crisis. I never think it’s easy to be men, I think we just don’t hear enough about what they have to go through. I have empathy for everyone because I honestly think no matter what gender, each has its own unique and different set of challenges and circumstances! Men often grow up thinking that talking openly isn’t very ‘manly’. The concept of masculinity and vulnerability can vary depending on the world and environment they grew up in, their parents' values, role models, the type of advice and support they get. The ultimate question no matter to men or women would be - how vulnerable do we allow ourselves to be? I am so excited to bring on one of the featured mentors from my book, Chuck Burch. Chuck is a proud alumnus of North Carolina A&T State University. You probably have read about his story about growing up in the inner city in a single-parent household, nevertheless, he was focused and he was determined. His journey is definitely full of twists and turns but he navigated through it - let it be in the corporate environment, or getting laid off twice, went on to do manual labor just to make ends meet; but that period of time ultimately led him to start and build a very successful business and begin his entrepreneurial journey. But he’s here today not only to share with us his career or his interest in skating, but something deeper - to talk about vulnerability, mental health, insecurity and masculinity and how that may affect young men and what they can do. CONNECT WITH CHUCK BURCH: Linkedin: Company Website: Chuck Burch Scholarship Fund: Best Selling Book: The Evolution of Skating: Live, Love, Sk8 to Tell It (The Evolution of Skating Series) 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: Book Website: The Entrepreneur CFO website: Coaching, Training and Workshop: PR, Media and Collab: Podcast Blog: Linkedin: /episode/index/show/dearaccountant/id/20918768

Bonus: Grow Your Companies To Get Financially And Operationally Ready 10/20/2021

Bonus: Grow Your Companies To Get Financially And Operationally Ready Welcome to the Dear Accountant podcast bonus episode! I’d like to re-broadcast and share this amazing conversation I had with Dr. Lunide earlier this year in her podcast, called the best morning routine ever. First of all, I love Dr. Lunide and everything she teaches about routine and discipline - definitely check out her podcast and subscribe as I know you’ll benefit a lot. I had so much fun with her talking about all things disciplines and habits - being immigrants, how it built us, and how we transcend that into building businesses and building habits so we have a strong foundation to prepare and set us up for whatever challenges we may face. A lot of things have changed in the past 6 months for my business, it just kept on changing for the better - but this conversation reminds me of some of the essentials and my core values and beliefs really don’t change that much. My best advice as always - breathe, smile and don’t forget to drink water!! Enjoy the conversation! Check out Dr. Lunide’s podcast: 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: Book Website: The Entrepreneur CFO website: Coaching, Training and Workshop: PR, Media and Collab: Podcast Blog: Linkedin: /episode/index/show/dearaccountant/id/20874662

S3 E5. Celebrate Latina in Accounting and the United Nations 10/18/2021

S3 E5. Celebrate Latina in Accounting and the United Nations We have a very special guest today joining us from Rome, Lily Luna! So often when we think of the United Nation, we think of this international peacekeeping organization who deals with economic and social issues such as human rights, justice and international laws, refugees, famines, wars and other disasters. And you have to be politicians, researchers or scientists to be part of the action to be part of such noble mission! There are so many unsung heroes in accounting who do incredible work, and yes, many of them work in the UN!! ABOUT OUR GUEST, LILY LUNA Lily Luna is a Certified public accountant and a Certified Fraud Examiner - I’d describe her as a superwoman and her career definitely is a rollercoaster ride - exciting and exhilarating to say the least - she was able to combine her love for numbers, languages and travel to work and live in so many places over her 2 decades of international career. Her career began at PwC where she escalated the corporate ladder in the areas of Audit, Mergers and Acquisitions, Due Diligence and IPOs working in the US, France and Italy. She eventually landed her dream job working for the United Nations as a Finance Officer where she spent 15 years in various locations such as Hungary, Chile and Italy. Her work focuses on working with donor funding and taxpayer’s money, in which she takes pride in making sure she exercises her fiduciary responsibilities to ensure funds are used for the intended purpose and in the most efficient way. One of the things she finds most satisfying is to be able to use her skills to provide support and guidance to resolve complex issues arising from a wide range of financial and accounting matters in 3 UN official languages, as she is fluent in English, Spanish, and French. Aside from that, she’s also passionate about assembling high-performance teams, coaching and inspiring cross-functional, multicultural teams to perform at high standards and with high levels of productivity. Connect with Lily on LinkedIn: 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: Book Website: The Entrepreneur CFO website: Coaching, Training and Workshop: PR, Media and Collab: Podcast Blog: Linkedin: /episode/index/show/dearaccountant/id/20842496

S3 E4. How to Build a High-Impact Campus Recruitment Strategy 10/11/2021

S3 E4. How to Build a High-Impact Campus Recruitment Strategy Fall is one of my favorite seasons, with the trees and leaves changing colors, and the cool weather, everything is so beautiful - but for most accounting and finance professionals, it’s budget season, and it’s also recruiting season! That’s right! The fall season can be stressful and hectic. As companies, universities and colleges open their recruiting schedules for full-time and internship positions, these campuses or virtual sessions will be flooded with employers seeking the best and brightest students to be their future leaders. How should companies, students and recruiters be thinking about strategies to make it all a better experience? This is exactly what we will talk to our guest, Dayna Shamlin about - all things campus recruiting and more! ABOUT OUR GUEST, DAYNA SHAMLIN Dayna has been in financial services for two decades in various human resource, talent management and development capacities. She is currently the Executive Director at MSCI where she oversees talent pipeline programs globally, diversity sourcing and a number of strategic change initiatives for Talent Attraction & Mobility. She believes in the importance of wellbeing, inclusion and belonging, as well as creating equitable access through education and employment opportunities. She also serves on the NY Advisory Board of Career Springs, a nonprofit focused on providing career information, social capital and job placement services for First Generation Students. Connect with her on LinkedIn: 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: Book Website: The Entrepreneur CFO website: Coaching, Training and Workshop: PR, Media and Collab: Podcast Blog: Linkedin: /episode/index/show/dearaccountant/id/20775572

Bonus: Amplify DEI - Leadership Edition 2021 (Behind the scene conversation with Vivian Acquah) 10/04/2021

S3 E3. Learn the importance of community outreach and financial literacy through accounting education with Dawne Troupe 09/27/2021

S3 E3. Learn the importance of community outreach and financial literacy through accounting education with Dawne Troupe I am so excited to have Dawne Troupe as our guest - Dawne is a native New Yorker and She is a big believer in promoting equity and diversity within communities in New York state and across the country. As accounting and finance professionals, There are a lot of values we bring to businesses and individuals; but there are actually a lot more we can do to help make the world a better place through community outreach and professional development. Many organizations across the world have seen the valuable impact and benefits of community service—particularly during the time of a global pandemic. Community outreach isn't just for nonprofits for charities; for-profit organizations can also play a huge role in changing lives for team members. And young people - whether you are accounting and finance students or young professionals, what better and practical way to be able to apply your learning and knowledge to help improve the financial literacy of teens, parents, and business owners in your communities while getting real-world experience advising clients with all types of needs. ABOUT OUR GUEST, DAWNE TROUPE Dawne is a Senior Consultant for Common Thread Strategies - a black-owned strategic communication and speechwriting firm. She also manages the Outreach and Development program at the New York State Society of Certified Public Accountants (NYSSCPA). Through her work there, she strives to foster the philanthropic initiatives of the Moynihan (“Moy-nuh-han”) Scholarship Fund (MSF), and to increase the reach, education, and services that the organization provides to children across the state of New York who want to pursue a career in accounting. Over the past decade in the federal government and the nonprofit and private sectors, Dawne has led and implemented large-scale initiatives that have affected the public sector and social impact space. She was a Political Appointee in the Obama Administration. Dawne ensured the safety and upheld regulatory standards in more than 2,200 communities nationwide, in addition to conducting public records checks to vet junior and senior candidates for presidential appointments. Dawne’s Linkedin: New York State Society of CPAs: Accounting Educational Symposium (Oct 27, 2021) 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: Book Website: The Entrepreneur CFO website: Coaching, Training and Workshop: PR, Media and Collab: Linkedin: /episode/index/show/dearaccountant/id/20597906

S3 E2. Renowned dating coach Connell Barrett shares secrets of dating and career success 09/20/2021

S3 E2. Renowned dating coach Connell Barrett shares secrets of dating and career success Searching for a job, building a career and relationships at work is a lot like dating, isn’t it? There are a lot of similarities between dating and job hunting. You have to market yourself, have a good profile and online presence to differentiate yourself from the crowd - then, there’s a period of searching, and the first impression, while going through all sorts of emotions like disappointment, rejection, and excitement. But what we may not have thought about is - during the process, if you can be authentic and vulnerable, and take risks. Not only do you get to learn so much about yourself - you also learn that none of these career and dating success can define who you are and your self worth. ABOUT OUR GUEST, CONNELL BARRETT: Connell Barrett is the founder of Dating Transformation, where he serves as an international coach who helps guys connect with women by unlocking their best, true, most confident selves. Connell has appeared on shows such as Access Hollywood, the Today show, and Good Morning LA, and in many magazines, including Best Life; Cosmopolitan; O, The Oprah Magazine; and Playboy. He’s also a dating coach for The League—a swiping app aimed at high-achievers—and an advisor for AskMen and EliteDaily. And in 2019 named him “New York City’s Best Male Dating Coach.” Connell was formerly an Executive Editor at Sports Illustrated, and he has written for Esquire, Men’s Journal, and Salon. He lives and works in New York City. WAYS TO CONNECT WITH CONNELL: Learn more about Connell and his work: Connell’s best selling book: Instagram: Facebook: ABOUT CECE LEUNG, CPA Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses that 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: Book Website: The Entrepreneur CFO website: Coaching, Training and Workshop: PR, Media and Collab: Linkedin: /episode/index/show/dearaccountant/id/20523626

S3 E1. Learn how an inclusive culture enables a diverse workplace to thrive 09/15/2021

S3 E1. Learn how an inclusive culture enables a diverse workplace to thrive I am so excited to have the President and CEO, Rick Mastrocola and Managing Director Jamie Tong-Chow from Tonneson and Company as our guests, to give us an inside scope of a medium size firm, and how they nurture their talents and culture. Culture is one of those things that you just tell people about, and they’ll come - it doesn’t require a lot of selling, it just attracts the RIGHT people to come. Tonneson has been around for 46 years since 1975. I am always inspired to hear the hero journey of how companies started from zero to where they are. Tonneson is not your traditional accounting firm for just audit, tax and advisory services, they are best known for their entrepreneurial, innovative and forward thinking approach in business. And, the company was also named to Accounting Today‘s Best Accounting Firms to Work For for 4 consecutive years! Enjoy the episode to learn how an inclusive culture enables a diverse workplace to thrive. WAYS TO CONNECT WITH TONNESON & CO: Instagram – LinkedIn – Facebook – Twitter – Tonneson's website: OUR GUESTS: Rick Mastrocola: Jamie Tong-Chow: 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: Book Website: The Entrepreneur CFO website: Coaching, Training and Workshop: Linkedin: /episode/index/show/dearaccountant/id/20484308

S2 E10. Learn why the art of negotiation applies to your career & life! 08/09/2021

S2 E10. Learn why the art of negotiation applies to your career & life! Mori Taheripour is a globally recognized and highly sought-after speaker, award-winning educator and negotiation expert who's worked with some of the most iconic sports leagues and Fortune 500 corporations over the past twenty years. Mori's work has been featured in top business and sports publications like Forbes, INC, ESPN and Wall Street Journal. She is a regular contributor to sports discussions on Wharton Business Daily on SiriusXM and was featured in ESPN’s “30 for 30” documentary, Broke. Her current and past clients include Goldman Sachs Foundation, Major League Baseball (MLB), National Basketball Players Association (NBPA), National Football League (NFL), NFL Players Association, The Timberland Company, United Parcel Service (UPS), Wasserman, Wells Fargo, and the White House Fellows Program. 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: Book Website: The Entrepreneur CFO website: Linkedin: /episode/index/show/dearaccountant/id/20075417

S2 E9. Are you thinking about getting an advanced accounting accreditation? 08/02/2021

S2 E9. Are you thinking about getting an advanced accounting accreditation? Mansour Farhat is a CPA, CIA, CFE, CGMA, MAcc. He is the mastermind behind a series of online courses and a YouTube channel that is helping thousands of students achieve their advanced degree goals. Mansour understands that the traditional classroom setting is generally a one-size-fits-all. Not every student has the same pace of learning and students who need extra time to understand certain concepts may be left behind. farhatlectures.org offers open Accounting instructional videos to learners who want to study at their own pace in and outside the classroom. The website offers a growing number of Accounting lectures that cover college-level Accounting. Any student around the world who is struggling to understand a particular Accounting concept or juggling classes, a job, and family responsibilities can take advantage. 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: Book Website: The Entrepreneur CFO website: Linkedin: /episode/index/show/dearaccountant/id/20000186

S2 E8. Learn to stay mentally alert and at the top of your game. 07/26/2021

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