Advertise on podcast: Off the Ledger

In this episode, Joe talks with Cindy Bjorkquist, director of activation and events at Blue Cross Blue Shield of Michigan, about the connection between mental health and overall well-being, particularly for high-stress professionals such as CPAs. Bjorkquist shares practical, research-backed tools to help listeners calm their minds, build resilience, and respond thoughtfully under pressure.

As 2025 winds down, Joe talks with Bob Doyle, president and CEO of MICPA, reflecting on the organization’s past, present and what’s ahead. They look back on a year focused on empowering members through advocacy, collaboration and education, discuss progress on an additional CPA licensure pathway, and look ahead to an inspiring 2026, including signature events and a milestone 125th anniversary celebration.

In this episode, Joe talks with Michigan’s director of the Department of Licensing and Regulatory Affairs, Marlon Brown, DPA, about his path into public service and the wide scope of LARA’s work. They cover everything from Michigan’s economic landscape to ongoing efforts to streamline regulation, including an additional pathway for CPA licensure.

In this episode of Off the Ledger, Joe talks with Lisa Dy, CPA, MBA, and Mindset Coach at Boundless Potential Coaching, about how trust, vulnerability, and emotional intelligence help leaders connect more authentically with their teams. Lisa shares insights from her journey from CPA to coach, emphasizing the power of self-awareness, embracing imperfection, and investing in personal growth to build a stronger, more human-centered workplace.

In this episode, Joe talks with Dori Danko, CPA, MBA, accounting instructor and accounting internship coordinator at Grand Valley State University’s Seidman College of Business, about how accounting ethics intersect with artificial intelligence (AI). They discuss real-world classroom experiences, AI’s potential to detect and commit fraud, regulatory issues such as “AI washing” and best practices for accountants to use AI responsibly as both a tool and a skill set.

In this episode of Off the Ledger, Joe speaks with Jordan Goodman of Kilpatrick Townsend & Stockton LLP in Chicago about the evolving state and local tax laws, including changes to federal protections, market-based sourcing challenges and the impact on small businesses.

This month Joe speaks with George Copeland, CEO of GMC Consulting, about how the DISC behavioral assessment can improve team communication by helping individuals understand and adapt to different personality styles. George shares personal insights on how applying DISC has strengthened his leadership, reduced conflict, and fostered more supportive and effective workplace dynamics.

In this episode, Joe talks with Jamar Cobb-Dennard, J.D., a business broker with Indiana Business Advisors in Indianapolis, to explore how artificial intelligence (AI) is reshaping the accounting profession. From drafting content to analyzing financials to enhance deals, Jamar explains how AI enhances efficiency, provides deeper insights, and supports stronger strategic thinking. He also expands on why it’s not a replacement for human expertise, but a tool that elevates impact.

In this episode, Joe sits down with Amy Vetter, CPA, CGMA, RYT-500, CSP. Amy is the CEO of the B³ Method Institute and the keynote speaker for the MICPA’s 2025 Elevate Conference. They discuss how firms can build a best-in-class tech stack by thoughtfully selecting, standardizing and training on the right tools.

This month Joe chats with Business Development Market Leader at BDO, Anthony Rosenblum, CPA about his lifelong passion for volunteering, sparked by early experiences in his hometown, and how it has enriched his personal and professional life, helping him build leadership skills, meaningful relationships, and community impact through roles ranging from CPA board work to coaching his kids’ sports teams.

On this episode of Off the Ledger, Joe sits down with the Founding Partner of J&F Advisors, Ashley Johnson, CPA, EA, and discusses the importance of financial literacy and her work introducing high school students to accounting, as well as preparing students for CPA careers and the broad opportunities within the accounting profession.

This month, Joe chats with John Eardley, CPA, MST from Crowe LLP about Michigan’s flow-through entity tax, its complexities, and recent legislative changes aimed at simplifying compliance for taxpayers and CPAs.

In this episode, Joe sits down with MICPA Senior Vice President, Peggy Jury, CPA, CGMA to talk about the new quality management standards for accounting firms, which include risk assessment, communication documents, and annual monitoring. 

In this special year-end episode, Bob Doyle, president and CEO of MICPA, returns to reflect with Joe on MICPA’s 2024 accomplishments, including the importance of cultivating leadership, inspiring future CPAs, and celebrating the accounting profession's impact. Bob also previews some of the exciting plans for 2025 with insights into the Michigan accounting landscape and MICPA’s ongoing efforts to support members and the profession.

In this episode, Reed Freiberger, CPA, a supervisor at Gordon Advisors PC, joins Joe to discuss the nuances of tax law, particularly the role of creativity in managing complex issues such as sales tax, property tax, and state tax compliance.