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W.T.F (We're Trying to Figure-out) with Saul | MY-CPE📚

W.T.F (We're Trying to Figure-out) with Saul | MY-CPE📚

Auteur(s): Saul Sony CPA
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À propos de cet audio

Welcome to our exciting new podcast series! As part of our ongoing commitment to providing valuable educational content and opportunities, we're thrilled to launch an engaging podcast series tailored for our speakers and audience alike.Saul Sony, CPA
Épisodes
  • Figuring Out: The 4 Pillars of High-Performing Teams | Podcast #EP31
    Jan 16 2026

    What if the secret to a high-performing team isn’t just about talent or strategy? It’s about creating a culture that sticks—one that engages, inspires, and motivates team members to perform at their best.

    Welcome to another Episode of W.T.F. with Saul, where Sean Glaze, teamwork expert and speaker, explores how organizations can build Sticky Cultures that keep employees engaged, accountable, and inspired. Are you ready to elevate your team’s performance and engagement? Let’s explore the four pillars of a successful, sustainable culture.

    By focusing on teammates, coachability, leadership, and culture, this course will teach you how to build a team that excels in every area. We’ll discuss the common pitfalls organizations fall into when building culture and engagement and provide actionable steps to overcome them. Through practical strategies, you’ll be able to boost communication, trust, and accountability within your team, ensuring long-term success. It’s not about simply having great talent—it’s about creating an environment where that talent can thrive.

    Key Topics:

    • Building Winning Teams Together
    • Fostering Coachability and Feedback
    • Developing Leadership at Every Level
    • Creating a Culture of Accountability
    • Driving Long-Term Team Engagement

    By the end of this CPE podcast, we will talk about the tools to transform your team’s culture into one that sticks. Join us and take the first step toward creating a high-performing team that thrives in today’s competitive world.

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    57 min
  • Figuring Out: How Fractional Shares Shape Investing | Podcast #EP30
    Jan 13 2026

    Welcome to another exciting Episode of W.T.F. with Saul! In this Episode, we dive into the world of fractional shares, a revolutionary investment tool that’s making the stock market more accessible than ever before. Once reserved for the wealthy, investing in high-priced stocks is now within reach for everyday individuals. But how do fractional shares work? What are their benefits and risks? Get ready to explore this game-changing topic that could reshape your investment strategy.

    Joining us today is Miranda Marquit, a renowned Financial Wellness Expert with years of experience in personal finance. Miranda will break down the concept of fractional shares, offering clear insights into how they’re transforming the investing landscape. She’ll also shed light on their role in stock splits, dividend reinvestment plans (DRIPs), and mergers and how fractional shares fit into a broader financial strategy, especially for new investors. This conversation will give you the tools to navigate the modern investment world with confidence.

    Key Topics:

    • Introduction to Fractional Shares
    • Stock Splits and Reverse Splits
    • Dividend Reinvestment Plans (DRIPs)
    • Market Accessibility and Volatility
    • Regulatory Challenges in Investing

    In this CPE Episode, we’ll explore the power of fractional shares, their impact on market volatility, and how they’ve opened up exciting opportunities for first-time investors. Whether you're just starting or looking to enhance your portfolio, this is one episode you won’t want to miss!

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    55 min
  • Figuring Out: Private Equity’s Impact on CPA Firms | Podcast #EP29
    Jan 13 2026

    Welcome to another insightful episode of MYCPE ONE, where we dive deep into the evolving world of accounting and finance. In this Episode, Host Shawn Parikh sits down with seasoned industry expert Phil Whitman, CEO of Whitman Transition Advisors, to uncover the seismic shifts taking place in the CPA industry. With private equity investments reshaping firm valuations, partners contemplating their exit strategies, and the increasing demand for capital infusion, accounting firms are navigating uncharted waters. Are these changes unlocking new opportunities or posing unforeseen risks? What does it mean for the culture, profitability, and future of CPA firms? We tackle these pressing questions head-on, bringing clarity to the rapidly transforming landscape.

    Phil Whitman brings a wealth of experience, having spent decades advising CPA firms on mergers, acquisitions, and transition strategies. His journey from managing law and CPA firms to spearheading one of the largest advisory organizations in the U.S. provides a unique perspective on the ongoing private equity boom. In this discussion, he breaks down the impact of enterprise valuation shifts, the role of EBITDA multiples, and how firms can position themselves for sustainable growth—whether through strategic partnerships or independent scaling. With real-world case studies and expert insights, Phil sheds light on the most pressing issues shaping the accounting industry's future.

    Key Topics:

    • Private Equity Firm Valuations
    • Enterprise Value Calculation Methods
    • CPA Firm Mergers & Acquisitions
    • Offshoring and Profitability Strategies
    • Cultural Impact of Firm Transitions

    This episode is packed with essential knowledge for CPA firm leaders, partners, and professionals looking to stay ahead in an industry undergoing rapid transformation. Tune in for expert guidance on navigating the complexities of mergers, acquisitions, and strategic growth in today’s accounting landscape.

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    55 min
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