Welcome to CPA Career Paths, Episode 69. Today, we’re joined by Alan Whitman—Strategy & Growth Advisor, CEO Coach, Investor, and PE Advisor. Alan shares his journey as a leader in the CPA profession, discussing leadership challenges, mindset shifts, and strategic growth. We also dive into work-life balance and key advice for young professionals looking to advance in their careers.

✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa

00:00 - The Challenges of Leadership – Navigating obstacles and tough decisions in leadership roles.

04:12 - Changing Mindsets: A Step-by-Step Approach – How to shift perspectives for personal and professional growth.

07:34 - Breaking the Mold: A Vision for Change – Innovating and challenging industry norms to drive progress.

11:09 - The Role of Strategy in Success – The importance of strategic thinking in achieving long-term goals.

13:10 - Key Traits of Successful People – Essential habits and characteristics of high achievers.

14:16 - Finding Balance in Life After a Busy Career – Managing work, family, and personal well-being after years in the field.

16:38 - Advice for Young Professionals – Practical tips for career growth and standing out in the CPA profession.

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Struggling to navigate leadership challenges and career transitions? In this episode, I sit down with Alan Whitman—Strategy & Growth Advisor, CEO Coach, Investor, and PE Advisor—to explore key insights on leadership, mentorship, and business growth.

We discuss the importance of building strong professional relationships, the role of mentorship vs. coaching, and how to manage change effectively. Whether you're an executive, entrepreneur, or aspiring leader, this episode is packed with actionable strategies to help you advance in your career.

00:00 - Introduction – A brief introduction to the episode, the host, and guest Alan Whitman, highlighting his experience as a strategy and growth advisor.

01:46 - Choosing Accounting: A Childhood Decision – Alan shares what initially drew him to accounting and how his early interest shaped his career path.

02:55 - Early Career in Public Accounting – Insights into Alan’s first roles in public accounting, the skills he developed, and the challenges he faced.

04:32 - The Value of Public Accounting – How public accounting provides a strong foundation for leadership and business success.

05:52 - Building Strong Connections – Alan explains why maintaining professional relationships is essential for long-term career growth and business success.

07:25 - Balancing Relationships & Responsibilities – How to effectively manage both professional duties and personal relationships without burnout.

08:16 - Learning from Others: Mentorship & Knowledge Sources – Alan shares how mentorship, networking, and continuous learning have influenced his success.

10:50 - Lessons from Career Growth – Key leadership and career lessons Alan has learned throughout his journey.

14:46 - Mentorship vs. Coaching – A deep dive into the differences between mentorship and coaching and how each contributes to career development.

17:19 - Navigating Uncomfortable Change – How to embrace change, adapt to challenges, and use transitions as opportunities for growth.

19:44 - Expanding Baker Tilly’s Reach – Insights into Alan’s role in growing Baker Tilly and lessons on scaling a business.

If you're looking for expert advice on leadership, business strategy, and career development, this episode is for you!

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Struggling to balance career growth with personal life?

In this episode, I sit down with Sharon Onuma, CPA (Tax Senior Manager at EY) to discuss essential strategies for advancing in leadership while maintaining work-life harmony. Whether you're an aspiring CPA, a tax professional, or a leader looking for productivity hacks, this episode is packed with actionable insights to help you thrive in your career and personal life.

✨ This episode is proudly sponsored by Chapman University's Argyros School of Business and Economics. Considering a master's in accounting? Their MSA program offers personalized attention from world-class faculty, intimate class sizes, and a flexible structure designed for ambitious professionals. Learn more and apply at chapman.edu/msa

00:00 - Sponsor Ad

01:19 - Balancing Managerial Responsibilities and Focus Time – Managing leadership demands efficiently.

02:19 - Tips to Stay Organized and Productive – Practical time management tips.

03:25 - Encouraging Employees to Ask Questions – Creating a workplace culture of learning.

05:11 - The Importance of Research Before Asking Questions – Why preparation is key.

06:45 - Transitioning from Manager to Senior Manager – What to expect in leadership growth.

07:26 - Managing Career Growth and Personal Life – Finding balance in professional advancement.

08:58 - Guidance for New Parents at Work – Tips for working parents navigating their careers.

10:08 - Achieving Work-Life Balance – Realistic methods for maintaining harmony.

11:29 - Building Trust in the Workplace – Leadership skills for credibility.

12:41 - Building a Personal Brand Beyond Work – Standing out in your industry.

15:44 - The Importance of a Time Audit – How analyzing your schedule boosts efficiency.

18:45 - Prioritizing Self-Care – Why well-being is essential for success.

19:27 - The Discipline to Follow a Schedule – Developing habits for career growth.

22:02 - Reflections on Career Growth – Key lessons from Sharon’s leadership journey.

23:40 - A Fun Fact About Sharon – Get to know her beyond her career.

24:18 - Traveling with a Young Daughter – Balancing family, career, and travel.

If you're looking for strategies to excel in your career while maintaining personal balance, this episode is for you!

✅ Follow this podcast for more career and leadership insights!
⭐ Rate & Review if you found this episode valuable!
📢 Share this episode with colleagues & friends who need career inspiration!

#CareerGrowth #Leadership #CPA #TaxManager #AccountingCareers #WorkLifeBalance #PersonalBranding #BigFourAccounting #ProductivityTips #TimeManagement #SelfCare #WomenInAccounting #LeadershipSkills #CareerDevelopment #FinancePodcast #EY #BPM #AccountingSuccess

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