The Innovative Accountant Podcast | Integrated Advisory by WealthCo
By The Integrated Advisory Network
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.
The Innovative Accountant Podcast | Integrated Advisory by WealthCoJan 12, 2022
#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.
#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.
#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
#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.
#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.
#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.
#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.
#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
#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
#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.
#021 | Bryton Udy - Tactical Tips for Marketing Your Accounting Firm
On this episode of The Innovative Accountant Tim is joined by Founder and CEO of At Heart Creative, Bryton Udy.
From hockey goalie, to country music artist and now entrepreneur, Bryton Udy has already lived out some of his greatest dreams. Having previously performed as one half of the CCMA nominated duo Leaving Thomas, Bryton Udy navigated the Canadian country music industry both as an artist and as an entrepreneur. Not only was he a singer/songwriter in the group, but Bryton also lead all brand and digital marketing strategy for the band as well, seeing exponential growth through content campaigns such as “The LT Show” YouTube Series, and “The Funny Thing Is… with Leaving Thomas" Podcast. Now, Bryton has turned his focus to another creative outlet in founding his marketing company At Heart Creative.
From producing digital content series, including his own podcast “At The Heart Of It”, as well as various YouTube shows and podcasts for his clients of At Heart Creative is focused on helping small to medium sized businesses, including accounting firms, effectively tell their stories market their businesses (AtHeartcreative.com)
Watch the full episode here: https://youtu.be/Zx6Wfgx_3jo
#020 | Melanie Russell - Understanding the Value of Your Business
On this episode of the Innovative Accountant Podcast, host Tim Coakwell is joined by Melanie Russell.
Melanie is the founder of Kalex Valuations Inc. and began professional practice in 1985, which includes several years of industry experience. Throughout her professional career she has been involved in many assignments for a variety of public and private companies of various sizes and across many industries, obtaining her training at two of the largest international accounting firms in the industry.
Melanie placed second in Canada on the CICBV membership examination. She founded Kalex Valuations Inc. in 1996.
Watch the video version of this episode here: https://youtu.be/jOeD7Sv-Eqk
#019 | Jim Virtue - The Evolution of the Insurance Industry
Host Tim Coakwell is joined by President and CEO of PPI Solutions, Jim Virtue, and shares insight in the the evolution of the insurance industry and how accountants can help their clients make more educated decisions when considering insurance products.
Watch the full episode on YouTube here: https://youtu.be/vUYO38TO2kY
#018 | Stacie Joosten - How Tech Is Transforming the Financial Services Industry
Host Tim Coakwell is joined by VP of Sales and Marketing for Conquest Planning, Stacie Joosten on this episode of the Innovative Accountant Podcast, where they talk about how tech is transforming the financial services industry.
After spending 15 years in the retail and small business banking sector in Canada with Manulife, teaching financial advisors and clients how banking strategies can augment a financial plan, she joined Conquest Planning as their VP of Sales & Marketing to democratize access to financial plans globally. Conquest believes in leveraging the best that technology has to offer, to enable advisors to get more people into financial plans.
Stacie travels around the country meeting with large financial institutions to help them elevate their financial planning tech through Conquests proprietary offering.
Connect with Stacie on LinkedIn: https://www.linkedin.com/in/stacie-joosten-mba-she-her-b5571618/
Watch the episode on YouTube: https://youtu.be/b-6YRQasgfc
#017 | Allison Maher - Building An Effective Family Office Practice
On this episode Tim is joined by Allison Maher, the co-founder of Family Wealth Coach Planning Services, based in Calgary, Alberta.
Over the past 20 years, she has become the “Chief Legacy Officer” for many Canadian families and their businesses. She specializes in working with multigenerational family offices, family businesses and high net worth individuals, with a focus on estate, insurance and succession planning.
Allison is passionate about helping families make enduring decisions that take into account the perspectives of all stakeholders – family, shareholders and management. Her work includes articulating a family’s core values and identifying “What Matters Most” to each stakeholder. Her goal is to identify each family’s “Place of Most Potential” and ensure they thrive for generations to come.
Her current governance work includes acting as a Director of Surge Energy Inc. (SGY) and Chair of its Audit Committee, a Director and Audit Committee member of The Calgary Health Foundation, a Trustee for Cidel’s Donor Advised Fund, Chair of numerous family council meetings, and the Chair of Calgary’s TIGER 21 Chapter. She also volunteers on the University of Calgary’s Haskayne Schools of Business’ Finance Advisory Committee. She is the past Chair of The Alberta Business Families Institute’s Advisory Board (a centre within the University of Alberta’s School of Business), past Director of The Famous 5 Foundation and past Director of the Heritage Park Foundation.
She has been recognized as one of Calgary’s Top 40 under 40 in Avenue Magazine (2009), is a frequent speaker for The Executive Committee (TEC), the Business Transition Forum, Family Office Forums, FEX and the Society for Trust and Estate Practitioners (STEP). She has also co-authored a book entitled: “The Future of You: Where Wealth Intersects Life”.
She is the mother of two thriving, active boys – Joshua (16) and Jacob (14). They are at the heart and soul of her work.
#016 | Sophie Blais - HR and Fostering Corporate Culture
Tim is joined by WealthCo's CCO/COO Sophie Blais, on this episode of the Innovative Accountant Podcast. Sophie shares some insights and the tools that WealthCo uses to create a stronger team and corporate culture.
To get in touch with Sophie visit her LinkedIn Profile: https://www.linkedin.com/in/sophieblais/
Watch the full interview with Todd on YouTube here: https://youtu.be/jEyTBUaxRu0
#015 | Todd Coakwell - Understanding ESG (Environmental, Social, Governance)
Tim is joined by his brother Todd, Senior Executive of Sustainability and ESG Disclosure at Nutrien, on this episode of the Innovative Accountant Podcast. Todd shares his experience and expertise on ESG (Environmental, Social, Governance) and its importance to shareholders, and stakeholders today.
Watch the full interview with Todd on YouTube here: https://youtu.be/RxnrTecnX9w
Learn more about Nutiren Here: https://www.nutrien.com
#014 | Adrian Davis - Why Selling Isn't a Dirty Word
Adrian Davis joins Tim is this episode of the Innovative Accountant Podcast and shares some valuable sales advice and even flips the script on the word "selling", uncovering why "Sales" isn't a dirty word.
Like you, strategic sales expert and author Adrian Davis believes that sales is a valuable service. Adrian uses his advanced skills in storytelling, and his deep insight into the sales and buying process, to inspire sales people to reach higher levels of performance. He makes it clear that there is no room for average in today’s market place. Adrian practices what he preaches. He connects with his audiences with real-life stories and openness in a way that creates intimacy and trust. He always tailors his content to focus on your most important sales challenges.
Learn More about Adrian and his word by visiting: https://whetstoneinc.ca/
Watch the full episode on YouTube here: https://youtu.be/Gs6Ts2wo1zA
#013 | Adrienne Duffy - Unique Ability and Business Vision
Adrienne Arlen Duffy, co-founder and partner of Big Futures Inc., is an innovative leadership coach, speaker, and consultant whose influence, knowledge, and unique approach has helped individuals, entrepreneurs, families, corporations, and non-profit organizations achieve greater results and more fulfilling success for over 30 years. Adrienne joins Tim on this episode of the podcast to talk about harnessing your unique ability and your business's vision to achieve your goals.
Learn more about the amazing work that Adrienne is doing by visiting the link below.
Big Futures (bigfuturesinc.ca)
#012 | Mark Bowden - Body Language and Zoom Tips
Mark Bowden is an expert and author on body language and human behaviour. Bowden's nonverbal techniques for influence and persuasion have been described in the Canadian national press as a “secret weapon” for G7 leaders, including Canadian Prime Minister, Stephen Harper. Mark joins our host, Tim Coakwell on this episode of the Innovative Accountant podcast to chat about a few tips to be more persuasive and engaging in person and on your next Zoom meeting!
TRUTHPLANE®: https://truthplane.com
Mark Bowden - TRUTHPLANE® Body Language Keynote Speaker: https://truthplane.com/home/people/mark-bowden/
Mark uses some visuals to help explain some of his concepts. To watch the full video version of the episode visit the YouTube link here: https://youtu.be/mhfKvXzHCts
#011 | Kim Moody - Tax Reform, Personal Style, and the Future of Accounting
On this episode of the Innovative Accountant Podcast we are joined by, a progressive tax accountant, entrepreneur, innovator, educator, speaker, author, master marketer, champion for change, colorful character, and founder of Moody’s Tax and Moody’s Private Client, Kim Moody.
Connect with Kim Moody: https://www.moodystax.com
#010 | Scott Orth – Mindful Tools to Help CPAs Manage Stress During Tax Season.
Scott Orth is a Resiliency and Productivity Coach and founder of Mindful Wisdom Inc. Scott does plenty of work with accountants to help them become more mindful and more productive in their everyday lives. Scott joins Innovative Accountant host, Tim Coakwell, and shares some great tools to help CPAs manage their stress and remain productive during tax season.
Scott came to mindfulness in 2010 through a coach and mentor - Ray Williams. As a local expert in mindfulness, Ray has been both a mentor and a subject matter expert in designing the Mindful Wisdom 8-week mindfulness training program. Through continued learning, ongoing meditation training, and exploration of the mind, he's come to see mindful awareness more broadly, and is always incorporating the latest in neuroscience, behavior science, emotional intelligence, positive psychology and present moment activities into my teaching and coaching.
Further, Scott's passion for this practice runs deeper than something he believes in; as the parent of an anxious child, mindfulness has enabled him to stay present, open and non-judgmental when his body is often screaming to react. It has become critical for him being the best parent he can be.
#009 | Brannon Poe – How to best prepare to sell your CPA firm.
Most partners in accounting firms wonder how they are going to effectively exit their business when they are ready to retire. Brannon Poe, a CPA and Founder of Poe Group Advisors joins our host, Tim Coakwell, to share how you can best prepare to sell their firm when the time is right.
Brannon is the founder of Poe Group Advisors and has been facilitating successful accounting practice transitions throughout the US and Canada since 2003. He is also the creator of Accounting Practice Academy™. Brannon is the author of the Accounting Practice Insights Blog and hosts the Accountant’s Flight Plan” podcast with other top thought-leaders in the accounting profession. Brannon is an E&Y alumnus. He has worked with some of the most successful and seasoned CPAs in the industry and has been privy to the behind-the-scenes methods that these clients have used to build highly profitable practices along with capable and independent teams. Brannon has authored multiple books, including “Accountant’s Flight Plan – Best Practices for Today’s Firms” (published by both the AICPA and CPA Canada) and “On Your Own: How to Start Your Own CPA Firm,” Second Edition (published by the AICPA). Brannon is passionate about entrepreneurship and is the president of EO Charleston (Entrepreneur’s Organization).
#008 | The Time Is Now For CPAs In Canada To Evolve.
Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share why the time is now for accounting firms in Canada to catch up to the rest of the world and begin offering an Integrated Advisory Experience.
To learn more about WealthCo and the Integrated Advisory Model, visit, IntegratedAdvisory.ca
#007 | The Evolution Of Insurance & The Integrated Advisory Model
Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share the evolution of insureance and how it fits into the Integrated Advisory service offering.
To learn more about WealthCo and the Integrated Advisory Model, visit, IntegratedAdvisory.ca
#006 | The Evolution Of Investing & WealthCo's Investment Model
Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share WealthCo's Investment Philosophy, and why it's so different from any other investment firms.
To learn more about WealthCo and the Integrated Advisory Model, visit, IntegratedAdvisory.ca
#005 | Active Financial Planning vs. A Rigid Financial Plan
Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share the Financial Planning Philosophy for Integrated Advisory, and why it is so successful in CPA firms.
To learn more about WealthCo and the Integrated Advisory Model, visit, IntegratedAdvisory.ca
#004 | How To Deliver The Integrated Advisory Experience
Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share how the relationship between the CPA firm, and their clients evolves with Integrated Advisory. With the CPA at the centre or their client's financial life, they are primed to help their clients achieve not only their financial goals, but their life goals as well.
To learn more about WealthCo and the Integrated Advisory Model, visit, IntegratedAdvisory.ca
#003 | What Is Integrated Advisory & What's In It For You, The CPA Firm?
Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share the vision of Integrated Advisory and what the experience looks like for accounting firms.
To learn more about WealthCo and the Integrated Advisory Model, visit, IntegratedAdvisory.ca
#002 | The Future Of The Accounting Industry & The Opportunity For CPA Firms
Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share the vision of the accounting industry, and the incredible opportunity that CPAs have to grow their firms, better serve their clients, and disrupt the wealth management industry.
To learn more about WealthCo and the Integrated Advisory Model, visit, IntegratedAdvisory.ca
#001 | Introduction & The Integrated Advisory Story
Meet David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo. They will be your hosts on the Integrated Advisory Podcast. In this episode they will share the story of Wealthco, its history as well as introduce the Integrated Advisory process and why CPAs all over Canada are leading the evolution of the world of wealth management.
To learn more about WealthCo and the Integrated Advisory Model, visit, IntegratedAdvisory.ca