Episode Highlights* The host, Kristie Ondracek, welcomes listeners and introduces the repeat guest speaker for the upcoming conference: Dr. Minh Nguyen, DO, Chief Medical Officer of Agile Occupational Medicine.​* Dr. Nguyen shares his background, including 25 years of practice specializing in occupational and environmental medicine, taking care of the workforce such as police officers, firefighters, and teachers.​Main Topics Discussed* Dr. Nguyen will present the closing session at the Fall Accounting Conference, discussing "Redefining Health"—addressing physical, mental, emotional, and energetic health.​* He emphasizes how organizational leadership can benefit from prioritizing individual and collective wellness, as the health of team members translates into healthier, more successful organizations.​* The discussion covers why attending his session is essential for both personal and organizational benefit—it will help attendees improve their health, wellness, and overall performance, which positively impacts professional and personal spheres.​* Dr. Nguyen highlights the importance of energy, compassion, and focus in leadership, encouraging participants to "pay it forward" in their own organizations after the session.​Takeaways and Recommendations* The session is designed to provide practical strategies for improving health and energy, regardless of attendees’ current wellness level.​* Both Kristie and Dr. Nguyen encourage entire teams and leaders to attend, noting that every participant will gain unique insights relevant to their own circumstances.​* Registration information and resources will be available in the show notes; the event is open to CPAs, accountants, finance professionals, and anyone interested in wellness and professional growth.​Notable Guests and Roles* Host: Kristie Ondracek (TXCPA Houston)* Guest Speaker: Dr. Minh Nguyen, DO, Chief Medical Officer, Agile Occupational MedicineClosing Remarks* The podcast wraps up with encouragement to register for the conference and a note of appreciation to listeners, emphasizing the value of community and peer support. REGISTER HERE FOR F.A.C.T.S. - https://bit.ly/4hgPUHt

Leading Finance Teams Through Change — A Conversation with Arthur Forbus Host: Kristie Ondracek, TXCPA HoustonGuest: Arthur Forbus, Founder & CEO, Changing the Face of Finance (CFOF) Episode OverviewIn this episode of TXCPA Houston’s Virtual Rolodex, Kristie Ondracek sits down with Arthur Forbus, founder and CEO of Changing the Face of Finance (CFOF), for a preview of his upcoming session at the 2025 Fall Accounting Conference and Technology Symposium (FACTS). The event will be held November 19–20, 2025, at the Norris Conference Center in Houston, Texas.Arthur shares his insights on leading finance teams through change, emphasizing how CFOs and accounting leaders can guide their teams through transformation with confidence and clarity. Key Topics Discussed·        The importance of aligning strategy, people, process, technology, and data in modern finance.·        How finance leaders can prepare their teams for organizational and technological change.·        Practical application of the ADKAR change management model.·        The role of adaptive leadership in evolving finance environments.·        The value of lifelong learning and networking at professional conferences. Why You Should Attend FACTS 2025·        Connect with top accounting and finance professionals.·        Gain real-world insights from CFOs and industry experts.·        Participate in authentic, conversational sessions like Arthur’s fireside chat with Adam Maclay, CFO of LSS Cyber at Honeywell.·        Leave inspired, informed, and ready to lead change in your organization.Event DetailsDates: November 19–20, 2025Location: Norris Conference Center, Houston, TXRegistration: https://bit.ly/4hgPUHt

In this episode of Virtual Rolodex, Kristie sits down with Matt Daniel from All in IT for a conversation that blends technology, strategy, and partnership.Matt shares his insights on:* The IT services every business should be thinking about* What he believes is the true “secret sauce” to business success* Why he’s looking forward to being a partner with TXCPA HoustonWhether you’re curious about how IT can strengthen your business, or you want to hear what drives successful leaders, this episode is packed with value.Matt's contact information:Matt Daniel, CEO, FOUNDER All in IT855‑ALL IN ITo:281.493.8098c:281.932.3855matt@allinit.comhttps://www.linkedin.com/in/matt-daniel-allinit/

Kristie Ondracek welcomes listeners to a special episode of the TXCPA Houston Virtual Rolodex, featuring quarterly updates from corporate sponsors. This episode spotlights Goodman Financial, represented by Senior Financial Advisor Hunter Coday, who ...

Join us for an inspiring conversation with Mariella Bosquez, a University of Houston student and active member of the TXCPA Houston Chapter. Mariela shares her unique journey from psychology and Spanish to discovering her passion for accounting, how she found a welcoming community in the Houston chapter, and her insights on the evolving accounting profession.https://www.linkedin.com/in/mariella-bosquez-906a37134/

In this episode of the TXCPA Houston Virtual Rolodex podcast, host Kristie Ondracek welcomes Mark Struczewski, also known as “Mister Productivity.” Mark shares his mission to help overwhelmed professionals get “unstuck” by focusing not just on to-do lists, but also on mindset and overall well-being. He emphasizes that many people wait until their problems become severe before seeking help, and encourages listeners to be proactive about self-reflection and continuous learning. Mark discusses the importance of embracing new technologies like AI as helpful tools rather than threats, and urges professionals to stay curious and adaptable.And as a listener and follower of TXCPA Houston, special program just for you to level up your productivity journey in a holistic way.The Clarity Catalyst — Founder’s EditionFor: High-performing pros who feel stuck, scattered, or stretched too thin and need decisive clarity—fast.Length: 30-day private coaching sprintFounder’s Rate: $4,997 (full launch price will be $10k+)Seats: 4 total · doors close Sunday 11:59 PM CST or when all four are claimedWhat’s inside:• 90-min Deep-Clarity Kickoff• Custom 30-Day Momentum Map (day-by-day action plan)• Weekly 45-min 1-on-1 coaching calls (a total of 4)• Unlimited WhatsApp coaching (Mon–Fri)• Exclusive tools & templates from my productivity vault• 7-Day Momentum Booster check-in to lock the winsHow to claim a seat:1. Reply “I’m in” to this email and I’ll handle onboarding, or2. Book a quick qualifier call → https://tidycal.com/ski/10-minute-clarity-catalyst-fit-callMark ‘Ski’ Struczewski (stru-chess-key)Coach Clarity | Helping High-Achievers Cut Through the Noise & Take Intentional Action

Kristie welcomes Ely Delaney, an expert in automated systems and email marketing strategy, to discuss authentic communication, building lasting client relationships, and the smart use of automation and AI in business outreach. Ely shares actionable tips for making your emails stand out, avoiding common marketing mistakes, and creating genuine connections that turn prospects into lifelong clients.What’s Inside:* How to write emails people actually want to read—ditch the spammy tactics and connect like a real human.* Why authenticity and personality are your best marketing tools.* The magic script Ely uses to re-engage cold contacts (hint: it starts with “I’m such a slacker…”).* How to mix value and offers so your audience is excited to hear from you—not annoyed.* AI in marketing: Use it as a brainstorming tool, but keep your voice real and your stories true.* Practical tips: Read your emails out loud before sending to keep your tone natural and conversational.Connect with Ely DelaneyEly is open to conversations and happy to help with your marketing challenges.http://ConnectWithEly.com (http://ConnectWithEly.com)

In this episode of the TXCPA Houston Virtual Rolodex, host Kristie Ondracek sits down with Steve Goodman, founder of Goodman Financial, to discuss the firm’s long-standing support of TXCPA Houston, their unique approach to financial planning, and the importance of community and professional development within the CPA world. Steve shares insights into Goodman Financial’s mission, the value of building trusted relationships, and how the firm fosters both internal leadership and external education for CPAs and the broader communitySteve Goodman, CPA, CFP®www.goodmanfinancial.com

Kristie Ondracek welcomes Roger Devine to discuss innovative fundraising solutions for nonprofits, especially those connected to schools and grassroots organizations. Roger shares insights into his company, SchoolAuction.net, and how their software is tailored to support volunteer-led fundraising events with user-friendly, cost-effective tools.SchoolAuction.net is designed for small, volunteer-driven nonprofits seeking efficient, affordable, and user-friendly fundraising solutions.The platform stands out for its transparent pricing, flexibility, and commitment to customer support.Innovative ideas like sign-up parties and robust communication tools help organizations maximize their fundraising potential, even in challenging timesFor more information - Roger Devine - roger@schoolauction.net

Meet Natallia Ornelas, CFP®, RICP®, Wealth Management Advisor with 15+ years of experience and CFP® & ICP designations. From Belarus to the U.S., her inspiring journey is built on grit, professionalism, and a passion for helping clients navigate complex financial decisions.✨ Fun fact: She used to be a singer — and that’s how she met her husband!

In this episode, Kristie Ondracek interviews Alec Olinger, Senior Audit Associate at Harding, Shymanski & Company and creator of the "Elevate CPA" TikTok channel. Alec shares his honest journey to passing the CPA exam-including early setbacks, taking a break, and finally passing in October 2024. He talks about the mental challenges, the importance of finding your own study rhythm, and balancing work, life, and exam prep.Alec started his TikTok channel to encourage CPA candidates and offer real, practical advice after finding most exam tips too vague. He emphasizes that the CPA exam is a test of discipline, not intelligence, and encourages candidates not to compare themselves to others-everyone’s path is unique.Alec debunks the myth that accounting is boring, highlighting the dynamic work and great people in the profession. He advises anyone on the fence about the CPA to go for it, as the credential opens doors and sets you apart, especially with the current shortage of CPAs.Key Takeaways:·      The CPA journey is tough but worth it-don’t give up, even if you fail.·      Balance is possible: make time for friends and family, but stay disciplined.·      Find your best study times and give yourself grace.·      The accounting field is full of variety, growth, and community.·      Passing the CPA exam is about persistence and mindset, not just smarts.Check out Alec’s “Elevate CPA” TikTok for more encouragement and tips.https://www.linkedin.com/in/alec-olinger/

In this episode, Kristie Ondracek interviews Sabrina Leonardi about her unique journey to becoming a CPA, her career path across industry and consulting, and the wide-ranging opportunities available in accounting and finance. Sabrina shares insights on the value of the CPA credential, the diversity of roles in the field, and advice for students considering accounting or finance.Key Topics Discussed* Sabrina’s Background and EducationGraduated from Oklahoma State University with degrees in accounting and finance.Did not pursue a master’s in accounting but became CPA-eligible by taking extra classes and studying while working full-time at ExxonMobil.Passed the CPA exam in nine months.* Career PathStarted at ExxonMobil in the Controllers organization with roles in project accounting, risk and controls, and financial planning and analysis.Transitioned to consulting at Riveron, focusing on accounting process improvements and financial modeling.Currently at Alvarez & Marsal, leveraging her energy industry experience and CPA background.* Industry vs. Consulting: Day-to-Day DifferencesConsulting involves varied projects and problem-solving for different clients, especially in the energy sector.Industry roles, such as those at ExxonMobil, included project-specific accounting and working with financial statements.Both paths offer dynamic, non-repetitive work.* Why Choose Accounting and the CPA Credential?Accounting opens doors to numerous industries and roles.The CPA is highly valued by employers and provides a competitive edge.Sabrina encourages students to consider accounting and finance for their versatility and career potential.* Advice for StudentsBoth accounting and finance degrees are challenging but rewarding.These fields offer opportunities in every industry, from consulting to technology.Determination and a willingness to learn can lead to success.* The Accounting CommunityAccountants and CPAs share an analytical mindset and attention to detail.The profession fosters a supportive community, with colleagues often collaborating to solve complex problems.* The Future of AccountingTechnology, including AI and advanced systems, is increasingly important.Sabrina recommends learning about accounting systems and staying ahead with tech skills.Key Quotes“The CPA opens a lot of doors… It gives you a competitive advantage over other people.” – Sabrina Leonardi“Every day is different. That’s what I like about accounting-it’s always something new, always a new challenge.” – Sabrina Leonardi“If you’re considering getting your CPA or majoring in accounting or finance, I highly recommend you go for it. It really will open so many doors and opportunities for you.” – Sabrina LeonardiTakeaways* The CPA credential is a powerful asset for career mobility and advancement.* Accounting and finance professionals are needed in every industry.* The field is dynamic, offering diverse roles and constant learning opportunities.* Embracing technology and continuous learning are key to future success.Connect with the Show* Subscribe for more interviews with CPAs and industry professionals.* Share your feedback and questions for future episodes.

Kristie welcomes Mark Bacon, a professional engineer and practice lead at Leyton, a global tax consulting firm specializing in niche tax incentives for commercial real estate. Mark is a featured speaker at the upcoming Spring Technology and Accounting Resources Summit (STARS), taking place May 13–14 at the Sugar Land Marriott.Key Topics Covered:* Mark’s Background:* Mark is an engineer with experience at Moss Adams (now Baker Tilly) and currently leads Leyton’s commercial real estate services team. Leyton focuses on helping businesses maximize underutilized tax incentives, especially in real estate and construction.* Summit Presentation Preview:* Mark will participate in a panel on financing methods for clients owning commercial real estate. The discussion will walk through the construction lifecycle, identifying opportunities for tax savings and incentives at each stage, including:Project funding options (e.g., commercial PACE loans)State and local utility rebates (such as incentives for installing energy-efficient equipment)Federal and local tax incentives that can significantly reduce project costs* Why Attend This Session:* Many valuable tax incentives are overlooked because the IRS does not proactively inform taxpayers about missed opportunities. Mark’s session aims to equip CPAs and advisors with actionable knowledge to help clients save more on real estate projects and avoid leaving money on the table.* Conference Benefits:* The summit is strategically scheduled after tax season, giving professionals a chance to network, learn from peers, and gain insights into best practices and new strategies for client service.Event Details:* Spring Technology and Accounting Resources Summit (STARS)* Dates: May 13–14* Location: Sugar Land Marriott* Registration: Link provided in show notes-register ASAP to secure your spot.Contact & Networking:Attendees are encouraged to connect with Mark and other experts to expand their own "virtual rolodex" for future client needs.Don’t miss this opportunity to learn about maximizing tax incentives in commercial real estate and to network with industry leaders. Register for STARS today - bit.ly/2025STARS!

Guest: Michael Haynes, Business Growth Specialist from Sydney, AustraliaEvent: Spring Technology and Accounting Resources (STARS) Summit* Date: May 13-14, 2025* Location: Sugar Land, HoustonSession Details: "Cracking the Code: Finding, Winning, and Keeping High-Value Advisory Clients"* Two-part session* Interactive, not "death by PowerPoint"* Covers:* 1. What today's advisory service buyers want* 2. How buyers purchase advisory services* 3. Go-to-market strategy pillars* 4. Creating effective advisory servicesKey Takeaways:* Action plan for firm growth* Understanding modern B2B advisory service dynamics* Practical strategies for acquiring high-value clientsBonus: Additional 3-hour Northwest Roundtable workshop for deeper strategy developmentRecommended For:* Firm owners* Aspiring entrepreneurs* Industry professionals* Anyone seeking strategic advisory insightsPotential ROI: Estimated 400%+ through practical, proven strategiesHighlights: Engaging, interactive learning with actionable next steps for business growth

Episode Overview:Kristie welcomes Nef Palacio, a CPA since 2021, to discuss his journey into accounting, the value of the CPA credential, and the realities of working in public accounting.Key Topics:Career Beginnings:* Nef shares how a high school accounting class and encouragement from his sister sparked his interest in the field. Influential professors and peers in college introduced him to the CPA path and its professional opportunities.Benefits of Being a CPA:* The CPA designation has opened doors both professionally and personally, enabling Nef to connect with like-minded professionals, mentor interns, and participate in recruiting efforts.A Day in the Life:* Nef describes his typical workday, which includes catching up on emails, reviewing tax returns, attending meetings, and taking essential breaks. During busy season, hours are longer, but flexibility increases after major deadlines.Advice for Aspiring Accountants:* Nef encourages newcomers to embrace the learning curve, noting the profession’s challenges and rewards. He highlights the satisfaction of seeing a project through to completion and the financial stability the field offers.Debunking Misconceptions:* Addressing stereotypes, Nef explains that accounting is far from boring or purely about math. The work is dynamic, people-focused, and involves problem-solving and strategic advising for clients. Technology and software have streamlined routine tasks, allowing accountants to focus on higher-level consulting.The Future of Accounting:* Nef discusses how skills in accounting empower professionals to create solutions and seize opportunities. He notes the growing role of AI and outsourcing in handling routine tasks, freeing accountants to provide more client-focused services.

In this episode, Kristie Ondracek welcomes Rhonda Travers, a featured speaker at the upcoming Spring Technology and Accounting Resources Summit (STARS), taking place May 13–14 in Sugar Land, TX, and virtually. Kristie and Rhonda discuss the importance of board engagement in nonprofit organizations, leadership development, and actionable strategies for accounting professionals looking to make an impact in the nonprofit sector.Register today: bit.ly/2025STARS

Kristie Ondracek hosts Deanna Sullivan, a renowned speaker and ethics expert, as part of the TXCPA Houston Virtual Rolodex series. This episode previews Deanna’s upcoming session at the Spring Technology Accounting Resource Summit (STARS), focusing on ethics in the accounting profession and beyond.Event Details* Ethics Session: May 12, 2025 (afternoon)* STARS Conference: May 13–14, 2025, Sugar Land, TXWho Should Attend: CPAs, finance professionals, auditors, legal professionals, and anyone interested in ethical leadership and professional developmentSession Highlights·      Covers recent fraud cases and why individuals cross ethical lines·      Explores the difference between ethical and unethical behaviors, including those that may be “acceptable” but not right·      Includes interactive scenarios and audience discussions·      Ethics CPE credit available for CPAs, CIAs, CFEs, and valuable for all professionals

In this episode of TXCPA Houston's Virtual Rolodex, host Kristie Ondracek interviews Vladimir Amiouny, a CPA and audit and assurance senior at Deloitte in Houston. Vladimir shares his journey from being born in Canada to growing up in Houston, earning his bachelor’s in accounting and master’s in finance from Texas A&M University, and eventually pursuing a career in auditing. He explains that his role involves reviewing financial statements, internal controls, and providing opinions on their fairness and accuracy, with a focus on mentorship and team leadership during the busy season.Learn more about TXCPA Houston at www.txcpahouston.cpa

In this episode, Kristie Ondracek continues her series on the real-world experiences of accounting professionals by interviewing Rehan Noorani, a Houston-based CPA. Rehan shares his unique journey through various roles in the accounting field, offering valuable insights for aspiring accountants and CPAs.Thank you for listening!For more stories from accounting professionals and previews of upcoming conference speakers, subscribe and keep tuning in to the TXCPA Houston Virtual Rolodex.Connect with us for more resources, discounts on CPA study materials, and community support!www.txcpahouston.cpa