The Innovative Accountant Podcast | Integrated Advisory by WealthCo

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Feb 2024

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The wealth management industry is evolving and a client's most trusted advisor, their accountant, is going to lead this evolution. Hosted by Tim Coakwell, The Innovative Accountant Podcast is dedicated to helping accountants realize and capture their full potential by helping them build the wealth management practice of their dreams.

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31 recent

February 13, 20241 hr 12 min

#31 | Joseph Galli - Redefining Philanthropy with Life Insurance

On this episode of the Innovative Accountant Podcast, we are joined by Joseph Galli, the Chairman of PENCOR Charity Services. Joseph founded the Loeyz-Dietz Syndrome Foundation of Canada after receiving life-altering news about his son’s diagnosis with Loeys-Dietz syndrome. After learning of this, Joesph made the decision to pause his successful corporate advisory and venture capital career to focus on supporting his boys and others facing similar challenges. We will delve into his innovative approach to raising philanthropic capital in today’s world and about the inception of PENCOR Charity Services, an initiative aimed at building the largest private endowment fund in Canada. One of the most intriguing aspects of Joe's story is his ground-breaking solution to the challenge of charitable fundraising: the sustainability of donations from life insurance policies. Joe's unique strategy for leveraging lapsing life insurance policies to generate sustainable funding for charitable causes.

September 28, 202351 min

#30 | Karen Bowen - Emotional Intelligence in the Workplace

On this episode of the Innovative Accountant Podcast, we delve deep into the realm of emotions, exploring the pivotal role of emotional intelligence in the workplace, with a particular emphasis on its indispensable significance in leadership roles. Joining us in this conversation is Karen Bowen, with EQ Development Group. With over 25 years of experience as a leadership consultant and emotional intelligence specialist in the realm of organizational development. Karen's wealth of knowledge and passion for her career will guide us through a thought-provoking conversation that answers key questions about emotional intelligence and its profound impact on the corporate world. In this episode, we delve into the depths of emotional intelligence, shedding light on its significance compared to IQ or PQ (Practical Intelligence). We'll explore what emotionally intelligent leadership truly looks like and how it can transform businesses for the better. Learn how emotional intelligence is measured and tracked, uncovering whether it's an innate trait or a skill that can be cultivated. But that's not all. We'll examine the tangible effects of emotionally intelligent leadership (or the lack thereof) on companies and discover how this impact can be measured. Karen will share her insights into what businesses can do to support the development of emotionally intelligent leadership across their organizations, fostering positive workplace cultures and enhancing overall organizational effectiveness. Join us as we unravel the mysteries of emotional intelligence and discover how it can revolutionize the way we lead and succeed in the modern business world.

May 24, 2023Episode 291 hr 13 min

#29 | Lisa Knight - Attract & Retain Executive Level Top Talent

On this episode of the Innovative Accountant Podcast, we are focusing on an essential aspect of business success – attracting and retaining top-level executive talent. Joining us in this important conversation is Lisa Knight, with LHH Knightsbridge. With a successful career spanning several high-profile roles in the industry, Lisa is exceptionally well-positioned to provide insights into the current talent recruitment landscape. In this episode, we will tackle several crucial questions: • What creative strategies are companies employing to find top talent? • What are the recruitment and retention trends in 2023? • How is the future of work shaping up, and what is the evolving purpose of the office? • How are companies adapting work arrangements to attract the best in the business? • What are the pros and cons of various work models: fully in-office, hybrid, or fully remote? • Is the shift towards remote work with top talent here to stay? Tune in to benefit from Lisa's extensive experience and gain a unique perspective on talent acquisition and retention in 2023. Remember to subscribe, like, and share our podcast to keep the discussion going! #cpacanada #accounting #wealthmanagement #ExecutiveSearch #TalentAcquisition #Retention #WorkplaceTrends

March 29, 2023Episode 281 hr 12 min

#28 | Tim Jackson - The Foresight Initiative

Join Tim Coakwell as he discusses the Foresight Initiative and CPA RoadMap with Shad Canada President & CEO, Tim Jackson on this month's Innovative Accountant Podcast.

January 25, 20231 hr 15 min

#027 | Robin Esrock - The Great Canadian Bucket List

On this episode of the Innovative Accountant, we are joined by Author, Journalist, TV Host, & Speaker, Robin Esrock. We talk about his journey to creating the best selling travel book, “The Great Canadian Bucket List! Having travelled to over 110 countries on 7 continents, Robin has extensive knowledge on the all the best places to travel. He has written travel articles for a multitude of newspapers and magazines and has been profiled as a travel expert by 60 Minutes, CBC, MSNBC, ABC, CTV, Global, and many other publications. He created and hosted a television series called Word Travels, wrote 4 international bestselling books, and currently writes a national column, Bucket Listed, for Canadian Geographic.

October 13, 2022Episode 261 hr 31 min

#026 | Jeff Dyck, Jordan Tanner & Ryan Mackiewich - Financial Planning for Family Businesses

On today's Episode of the Innovative Accountant Podcast we will be conducting a round table discussion on the importance of financial planning for the affluent family and their businesses.    We are joined today by three team members from WealthCo, Jeff Dyck, Jordan Tanner and Ryan Mackiewich.     With years of combined experience, we will discuss how the needs of affluent families and their businesses are changing and evolving. Along with what professional service firms, like CPA firms and Wealth Management Firms, are doing with these changing needs.

August 10, 2022Episode 171 hr 19 min

#025 | Stuart Smith - Cyber Security, Data Privacy, and Tech for CPA Firms

On this episode of the Innovative Accountant we are joined byCo-Founder and Chief Technology Officer at Keyworks, Stuart Smith. We chat about technology, specifically cybersecurity and data privacy, because these days it is timely to focus on the key risks business owners are facing and best practices for Risk Management and Governance as it pertains to technology.   We also explore the opportunity that exists to elevate customer experiences with technology through digitization, automation, AI & the modernization of operations.   With decades of experience in the Information Technology domain, Stuart has held a number of executive leadership and technical roles during his career working for several of Canada’s largest publicly traded companies includingcShaw Communications – served in various roles including, Vice President (Business Transformation), Senior Director (Information Technology), Manager (IT Infrastructure), Co-founder and Chief Technology Officer for the technology strategy firm Keyworks in 2014 and most recently, BluesPoint in 2021.

July 13, 2022Episode 161 hr 13 min

#024 | Jamie L. Smith - Navigating the "Great Resignation"

On this episode Tim is joined by Co-Founder and Chief Experience Officer of Amplify Advisors, Jamie Smith.   With nearly 20 years of accounting experience, Jamie has worked with organizations of all sizes (including Deloitte and PWC) and within many industries, including telecommunications and technology, construction, airline, retail, energy, private equity, financial services and others. Jamie is a senior finance professional. She has held roles such as advisory senior manager, controller, accounting manager and audit senior manager. She is skilled in business advisory, finance effectiveness, management and financial reporting, continuous improvement and change management.   She is a Co-Founder and Chief Experience Officer of Amplify Advisors, which focuses on financial strategy for a growing business.  Amplify provides:  - Finance Leaders (fractional CFO/Controller, business coach, outsourced accounting)  - Consulting (accounting, automation, business processes, coaching and Net Suite ERP systems)  - Recruiting (permanent or temporary CPA support) - Tech (Net Suite ERP implementation and support) Watch the full episode on YouTube here: https://youtu.be/HwlELR-CMeI

May 26, 2022Episode 151 hr 2 min

#023 | Laurel Sim - Understanding Corporate Portfolio Management

On this episode Tim is joined by VP of Portfolio Management at Taleo, Laurel Sim. Laurel is also co-host on the Mission Driven Leader Podcast that focuses on helping leaders clarify and accomplish their missions by giving them the tools, tips and resources they need to succeed. Co-host with a past guest on this podcast, Ed Hoffman, former Chief Knowledge Officer of NASA. Outside of her work with Taleo, Laurel volunteers a great deal of her time helping to further educate others through speaking engagements, mentorship, and workshops. To recharge Laurel spends her free time at her family’s farm, playing sports, running with her dog Goose, and travelling. Learn more about Taleo Here: https://taleoconnects.com Listen to the Mission Driven Leader Here: https://anchor.fm/the-mission-driven-leader

April 13, 2022Episode 141 hr 17 min

#022 | Ed Hoffman - Leadership Lessons from NASA

Our guest joining Tim on the Innovative Accountant is former Chief Knowledge Officer of NASA, Ed Hoffman.  Dr. Hoffman is CEO, Knowledge Strategies, LLC. Knowledge Strategies is engaged in research, education, and consulting services in support of organization performance. Dr. Hoffman serves as Senior Lecturer, for Information and Knowledge Strategy Program at the Columbia University School of Professional Studies. He directly supports the Project Management Institute as a Strategic Advisor with a focus on integrated systems for talent management, knowledge engagement and learning strategies. Dr. Hoffman retired from NASA as a senior executive. He was appointed the first NASA Chief Knowledge Officer in 2011 and held responsibility for system-wide strategy, integration and deployment of knowledge services. Prior to this role he was the founding director of the NASA Academy of Program/Project and Engineering Leadership (APPEL) serving in this role for over 20 years.