Podcast thumbnail for Dear Accountant

Dear Accountant

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by Cecilia Leung CPA

4.9(26 reviews)
47 episodes
Updated Daily
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Podcast Overview

"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.

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Publishing Since

3/16/2021

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Recent Episodes

Episode thumbnail for S5 E7. Your Favorite Mentor series with Tom Golden: Advice on life, relationship, career, writing books etc

August 31, 2022

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

<p><span style="color: #000000;">*Earn free CPE credit for listening to this episode! Visit <a style= "color: #000000;">EarmarkCPE.com</a> to sign up for free!<br /> <br /> 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).<br /> <br /> 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.<br /> <br /> 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.<br /> <br /> Visit: <a style="color: #000000;" href= "http://www.tomgoldenbooks.com/">http://www.tomgoldenbooks.com</a><br /> <br /> Previous episode with Tom Golden - S2 E1: Numbers can tell very exciting stories: <a style="color: #000000;" href= "https://dearaccountant.libsyn.com/numbers-can-tell-very-exciting-stories">https://dearaccountant.libsyn.com/numbers-can-tell-very-exciting-stories</a><br /> <br /> <strong>ABOUT CECE LEUNG, CPA</strong><br /> <br /> 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.</span></p> <p><span style="color: #000000;"><br /> <br /> Personal Website: <a style="color: #000000;" href= "http://www.ceceleung.com/">www.ceceleung.com</a><br /> <br /> Book Website: <a style="color: #000000;" href= "http://www.dearaccountantbook.com/">www.dearaccountantbook.com</a><br /> <br /> The Entrepreneur CFO website: <a style="color: #000000;" href= "http://www.ecfopro.com/">www.ecfopro.com</a><br /> <br /> Financial Planning: <a style="color: #000000;" href= "https://www.ecfopro.com/financial-planning-advisory/">https://www.ecfopro.com/financial-planning-advisory/</a><br /> <br /> Coaching, Training and Workshop: <a style="color: #000000;" href= "https://www.ecfopro.com/training-and-coaching/">https://www.ecfopro.com/training-and-coaching/</a><br /> <br /> PR, Media and Collab: <a style="color: #000000;" href= "https://www.ceceleung.com/media">https://www.ceceleung.com/media</a><br /> <br /> Podcast Blog: <a style="color: #000000;" href= "https://www.ceceleung.com/blog">https://www.ceceleung.com/blog</a><br /> <br /> Linkedin: <a style="color: #000000;" href= "https://www.linkedin.com/in/ceceleung/">https://www.linkedin.com/in/ceceleung/</a></span></p>

Episode thumbnail for S5 E6. Your Favorite Mentor series with Catherine Flax: Updates + *Rebroadcast* The secrets to successful mentorships

July 13, 2022

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

<p>*Earn free CPE credit for listening to this episode! Visit EarmarkCPE.com to sign up for free!</p> <p> </p> <p dir="ltr">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.</p> <p> </p> <p dir="ltr">ABOUT OUR GUEST, CATHERINE FLAX</p> <p dir="ltr">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.</p> <p dir="ltr">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 (<a href= "http://abxx.ne/">ABXX.NE</a>), Astor Perkins, BASE Carbon and Amperon.</p> <p> </p> <p dir="ltr">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.</p> <p> </p> <p dir="ltr">CONNECT WITH CATHERINE:</p> <p dir="ltr">Linkedin: <a href= "https://www.linkedin.com/in/catherineflax/">https://www.linkedin.com/in/c<wbr />atherineflax/'</a></p> <p dir="ltr"> </p> <p dir="ltr">ABOUT X Machina Capital Strategies:</p> <p dir="ltr"><a href= "https://www.xmcstrategies.com/">https://www.xmcstrategies.com</a></p> <p> </p> <p dir="ltr">ABOUT CECE LEUNG, CPA</p> <p dir="ltr">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.</p> <p> </p> <p dir="ltr">Personal Website: <a href= "http://www.ceceleung.com/">www.ceceleung.com</a></p> <p dir="ltr">Book Website: <a href= "http://www.dearaccountantbook.com/">www.dearaccountantbook.com</a></p> <p dir="ltr">The Entrepreneur CFO website: <a href= "http://www.ecfopro.com/">www.ecfopro.com</a></p> <p dir="ltr">Financial Planning: <a href= "https://www.ecfopro.com/financial-planning-advisory/">https://www.ecfopro.com/finan<wbr />cial-planning-advisory/</a></p> <p dir="ltr">Coaching, Training and Workshop: <a href= "https://www.ecfopro.com/training-and-coaching/">https://www.ecfopro.com/train<wbr />ing-and-coaching/</a></p> <p dir="ltr">PR, Media and Collab: <a href= "https://www.ceceleung.com/media">https://www.ceceleung.com/med<wbr />ia</a></p> <p dir="ltr">Podcast Blog: <a href= "https://www.ceceleung.com/blog">https://www.ceceleung.com/blog</a></p> <p dir="ltr">Linkedin: <a href= "https://www.linkedin.com/in/ceceleung/">https://www.linkedin.com/in/c<wbr />eceleung/</a></p>

Episode thumbnail for S5 E5. Serendipity in Accounting, Technology and Asian Stereotypes with Donny Shimamoto

July 12, 2022

S5 E5. Serendipity in Accounting, Technology and Asian Stereotypes with Donny Shimamoto

<p style="text-align: left;"><span style= "background-color: #ffffff; color: #000000;"><strong>*Earn free CPE credit for listening to this episode! Visit</strong> <strong><a style= "background-color: #ffffff; color: #000000;">EarmarkCPE.com</a> to sign up for free!<br /> <br /></strong>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.<br /></span></p> <p style="text-align: left;"><span style= "background-color: #ffffff; color: #000000;"><strong>ABOUT OUR GUEST, DONNY SHIMAMOTO, CPA, CITP, CGMA</strong><br /> <br /> 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.</span></p> <p style="text-align: left;"><span style= "background-color: #ffffff; color: #000000;"><br /> <strong>CONNECT WITH DONNY SHIMAMOTO:</strong><br /> <br /> Linkedin: <a style="background-color: #ffffff; color: #000000;" href= "https://www.linkedin.com/in/donnyitk/">https://www.linkedin.com/in/donnyitk/</a><br /> </span></p> <p style="text-align: left;"><span style= "background-color: #ffffff; color: #000000;"><strong>About IntrapriseTechKnowlogies:</strong><br /> <a style="background-color: #ffffff; color: #000000;" href= "http://www.intraprise.us">www.intraprise.us</a><br /></span></p> <p style="text-align: left;"><span style= "background-color: #ffffff; color: #000000;"><strong>GET INVOLVED IN THIS MEANINGFUL JOURNEY:</strong><br /> <strong>Center for Accounting Transformation: </strong> <a style= "background-color: #ffffff; color: #000000;" href= "http://www.improvetheworld.net/">www.improvetheworld.net</a>.<br /> </span></p> <p style="text-align: left;"><span style= "background-color: #ffffff; color: #000000;"><br /> <strong>ABOUT CECE LEUNG, CPA</strong><br /> <br /> 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.<br /> <br /> Personal Website: <a style= "background-color: #ffffff; color: #000000;" href= "http://www.ceceleung.com/">www.ceceleung.com</a><br /> <br /> Book Website: <a style="background-color: #ffffff; color: #000000;" href= "http://www.dearaccountantbook.com/">www.dearaccountantbook.com</a><br /> <br /> The Entrepreneur CFO website: <a style= "background-color: #ffffff; color: #000000;" href= "http://www.ecfopro.com/">www.ecfopro.com</a><br /> <br /> Financial Planning: <a style= "background-color: #ffffff; color: #000000;" href= "https://www.ecfopro.com/financial-planning-advisory/">https://www.ecfopro.com/financial-planning-advisory/</a><br /> <br /> Coaching, Training and Workshop: <a style= "background-color: #ffffff; color: #000000;" href= "https://www.ecfopro.com/training-and-coaching/">https://www.ecfopro.com/training-and-coaching/</a><br /> <br /> PR, Media and Collab: <a style= "background-color: #ffffff; color: #000000;" href= "https://www.ceceleung.com/media">MEDIA | Cece Leung</a><br /> <br /> Podcast Blog: <a style="background-color: #ffffff; color: #000000;" href= "https://www.ceceleung.com/blog">https://www.ceceleung.com/blog</a><br /> <br /> Linkedin: <a style="background-color: #ffffff; color: #000000;" href= "https://www.linkedin.com/in/ceceleung/">https://www.linkedin.com/in/ceceleung/</a></span></p>

47 total episodes available

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Frequently asked questions

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What is 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.

How often does this podcast release new episodes?

This podcast updates daily.

Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

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