show episodes
 
“In Process” is a podcast series from Vince Mirabelli, a self-confessed process geek, and professional "pain in the ass". This series will focus on providing value to listeners through tips, tools, and trends in the process improvement, business innovation, and operational excellence space. There will be clips, rants, interviews, recorded keynotes and presentations, all in the name of improving you and your business through innovation and process, to get you away from "that's the way we've a ...
 
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show series
 
Remote work has become the new normal, and as a business owner, you can’t help but wonder how this will affect your business during tax seasons to come. Kathy LaMonica, principal and senior manager of Rea’s State and Local Tax (SALT) team is here to discuss the layers of remote work and what landmines do you need to be aware of, registering for pay…
 
“Sales” has a bad reputation. When you think about somebody who “sells” for a living, what type of person do you think about? Does the image of a pushy car salesman come to mind? Or maybe you’re thinking about a conversation you had with pushy telemarketers during dinner? Why does the very thought of “sales” leave such a bad taste in our mouth? On …
 
How important is your company’s brand? As a business leader, you’ve worked hard to build a company on key values, instill solid company culture, and deliver an excellent experience. These qualities have all shaped your business’s brand. But what if you were faced with a really tempting opportunity or a decision that would ultimately take you out of…
 
These days, work is no longer defined by showing up at 8, punching a clock, doing your job, and getting outta there at 5. Employees are increasingly shaping the workforce and they are demanding a business environment that prioritizes health, well-being, psychological safety, flexible work options, DEI, and more. Karen Sating, a leader on Rea’s HR t…
 
Relationships are the cornerstone of any good organization and initiative. What we’ve learned over the years is that the stronger the relationship, the more success you are likely to achieve. When it comes to the topic of relationships, there are so many avenues we could take. In this episode of unsuitable, we are going to take a look at the incred…
 
People tend to spend more time thinking about and planning their next family vacation than they do thinking about and planning for retirement. As a result, they are ill-equipped to make that inevitable leap into their Golden Years when the time finally does come. Darlene Finzer, a Later Life Planning expert at Rea & Associates, is here to discuss w…
 
Do you know the difference between a “Managed Service Provider” and a “Managed Security Service Provider”? While they may have similarities, there are some crucial differences between the two – starting with the fact that managed security service providers lead with a security and risk-first approach. Shawn Richardson and Jorn Baxstrom, leaders on …
 
Even though the 2021 tax season is coming to an end, if you are a business owner, taxes should always be a topic of consideration — especially your tax obligations at the state and local levels. Luke Lucas, a senior manager on Rea & Associates’ state and local tax team, is here to give us some insight into how different states have responded to the…
 
2020 taught us many lessons, mainly that you will never truly be prepared for everything no matter how hard you try. Even so, understanding the essential functions of your business may help keep you going strong until you can get back on course. Andrew Geiser, a senior manager on Rea & Associates’ manufacturing and distribution services team, share…
 
The 2021 busy season just got busier for tax professionals. Working through the results of the recent election, new tax provisions resulting from an ongoing pandemic, and more, business owners will have to be prepared to look at things a little differently in the year ahead. Chris Axene, a principal on Rea’s federal tax team, explains what accounta…
 
Charitable giving in 2020 looked a lot different than anyone could have expected. Policy changes, tax updates, and a larger share of household giving than the preceding year all played a role. Laura MacDonald, principal and founder of Benefactor Group, is here to provide insight into what she witnessed as a leader in the nonprofit space during 2020…
 
The busiest time of year for tax professionals is about to get a lot busier - thanks to the CARES Act, PPP Second Draw Loans (not to mention PPP 1.0), and the Employee Retention Credit (ERC). There are a lot of questions facing business owners and it's up to the tax professionals to provide them with the answers they're looking for. But, it's fair …
 
Creating company morale in a virtual world can be quite difficult, but it’s not impossible. Abbey Kanellakis, Practice Growth Senior Manager at Rea, is going to talk about our initiatives within Rea to keep virtual life engaging, known as the Committee of Awesomeness. Listen to this episode of unsuitable to learn: The challenges with keeping up mor…
 
One Columbus has a vision for the Columbus Region to be the most prosperous region in the United States — that means growing businesses, preparing communities, and more. Chip Holcombe, Director of Investor Relations at Columbus 2020, joins unsuitable to give us a little insight about the One Columbus plan. Listen to this episode of unsuitable to le…
 
Keeping your organization’s information and computer systems safe can be tricky, but assessing current processes and recommending new and innovative software could put you on the right path to grow your organization. Darrell Williams, Chief Information Officer at Rea & Associates, joins unsuitable to talk about a few IT initiatives Rea is doing to …
 
The tough part about developing your organization's employee development strategy is forgetting the fact that one size can’t fit all. Annie Yoder, Principal and Director of Development at Rea & Associates, joins unsuitable to talk about how you can balance employee development amongst a broad scale and the differences between Coaching, Mentorship, …
 
It’s no secret that bad actors are getting sneakier, but with the right tips, you can protect your organization from fraud. Karen Davis, owner and founder of Green Oak Advisors, LLC is here to talk about fraud and how it can impact your accounting processes. Listen to this episode of unsuitable to learn: What fraud is and how it occurs The reasons …
 
With the long-lasting effects of the election and pandemic, you have to wonder how much this will make a mark on your future…. or the legacy you wish to leave behind. Inez Bowie, Principal at Rea & Associates, is here to talk about Estate Planning and how recent events may impact your plan. Listen to this episode of unsuitable to learn: Recommendat…
 
While many industries suffered in 2020, construction has actually seen a lot of opportunities. Operating a business in 2020 still comes with its own unique set of challenges, but we’re optimistic about the state of the industry in 2021. Joe Urquhart, Vice President of Overmyer Hall Associates, joins unsuitable to talk about construction trends we a…
 
There is so much change happening in the world of HR and safety guidelines every day. It can be a struggle keeping up with everything. Luckily, we have experts like Renee West, Senior Manager and Lead HR Consultant at Rea & Associates, keeping tabs on everything for us. She tells us about some of the updates regarding the FFCRA, what resources are …
 
It’s been a weird year for just about everyone and everything, the economy included. So, this year’s end-of-year to-do list is a little weird, too. To help us understand what’s different this year and some of the unique opportunities available to us, we sat down with Dee Gray, Client Service Specialist at Rea & Associates. We talk about COVID-19 si…
 
COVID-19 continues to make major impacts especially in government funding. So we sat down with Zac Morris, Principal and Director of Government Services Practice at Rea & Associates, and Ken Richards, Principal at Rea & Associates, to talk about the latest and greatest in government funding and our most recent merger with Kennedy Cottrell Richards …
 
As new trends emerge in today’s society, it’s important that industries follow suit. That’s why Don Gregory, Director and Chair of Construction Law Practice at Kegler, Brown, Hill & Ritter, and Mike Madigan, Director at Kegler Brown, are here to share the top trends and issues in the corporate legal industry, as well as what they foresee for 2021. …
 
There are a lot of unknowns right now when it comes to the political environment, and that doesn’t help with the uncertainty that surrounds retirement. But there are still things you can control. Chris Hensel, Principal at Investment Partners, joins the show to share insight on how you can calm your financial anxiety about retirement. Listen to thi…
 
Finding solutions to reduce the risk of employee injuries can be difficult, especially with the minimal regulations for construction industries. Travis Spagnolo, Certified Safety Specialist at Safex, joins this episode of unsuitable to share a few best practices and stories on how your workplace can prevent serious injury. Listen to this episode of…
 
Retirement comes with many ups and downs, but knowing your retirement options and getting the proper assistance can help the ride go smoother. And Kim Veal, Supervisor at Rea & Associates, is here to give insight on what to expect with your retirement plan and how you can receive help. Listen to this episode of unsuitable to learn: What you should …
 
There is nothing scarier than a tax audit gone wrong to haunt your dreams. Knowing the keys to success or failure may save you time, money, and an audit nightmare. Michaela McGinn, Principal and Director of Assurance Services at Rea & Associates, is here to share a few best practices to help you prevent a tax audit horror story. Listen to this epis…
 
States are under pressure and looking for businesses to help bridge the gap. Increased expenses, decreased revenue, and minimal support are a few things that they are battling with. Joe Popp, Principal and Director of SALT Services, is here to give insight on state revenues and departments, tips that could help preserve state business, and what you…
 
Having a strong foundation is required in anything you build—and that’s no different when you’re working to create a better business. Today, Scott Bechtel, Principal at Rea & Associates, is here to give insight on the construction industry, what he foresees in the future, and how you can create a strong foundation for your business by choosing the …
 
As the world becomes more digital, you can be sure that cyber criminals are not slowing down. Today, we celebrate National Cyber Security Awareness Month with Shawn Richardson, Principal and Director of Cybersecurity Services at Rea & Associates, and Conner Mundy, Associate at Rea & Associates, to share the importance of cybersecurity and why you s…
 
Industries continue to work towards pre-COVID conditions, and now that we are weathering through this storm we can’t help but look ahead. Brian Kempf, principal at Rea & Associates, shares his experience in the agricultural industry, the current economic impacts, what the industry may look like in the future, and the estate planning and tax conside…
 
Working toward normalcy is what we all are striving for, but it may take a little bit longer than we all anticipated - especially if you own and/or manage a restaurant or one of the other small- to mid-sized businesses that were hit especially hard by COVID-19. So, how can you survive economic uncertainty and rebound from the coronavirus crisis? Th…
 
Businesses and individuals continue to be greatly affected by the lasting impact of COVID-19. But as we take a look at the industries across the board, construction may be one of the few that has had a positive outcome as a result. Today, David Catanese and Jack Kehl Surety from Overmyer Hall Associates share what they foresee for the construction …
 
Searching for business relationships that are right for your organization can be quite the challenge, but understanding your boundaries as a business and creating best practices to follow could be the key to a healthy relationship with your client. On this episode of unsuitable, Mark McKinley, Regional President of West Central Ohio at Rea & Associ…
 
Staying compliant as an employer is more important than ever, but with ever-changing policies, it can be tough to keep up with the government's requirements. As businesses struggle with employee retention and recruitment, it is imperative that you understand the current regulations. Luckily, Renee West, senior manager at Rea & Associates, is going …
 
With the 2020 elections approaching and the uncertainty of what the future holds for COVID-19, we can expect to see new legislation and tax-related provisions over the next few months. Today, Chris Axene, principal at Rea & Associates, shares some of the decisions we can expect to see from the Supreme Court, as well as some of the questions you sho…
 
Embracing diversity and inclusion in the workplace is one of the many things that can strengthen your company culture (and bottom line), but a lot of employers don’t understand how and when to start taking action. So we invited Desiree Lyon, Human Resource Manager at Rea & Associates, onto the show to teach us about the importance of diversity in t…
 
In a short period of time, banks have drastically changed the way they operate in the hope of easing the financial anxiety in the marketplace. With commercial banks being at the epicenter of a financial storm, you can’t help but look at all the ways COVID-19 has affected the banking industry; with many challenges and changes, banks had the monument…
 
Continuing to manage your organization's costs can be difficult to keep top-of-mind — especially with everything else going on. COVID-19, a troubled economy, figuring out how to bring employees back to work... you have enough on your mind, and it can be tempting to take the "set it and forget it" approach with your costs. But understanding your tru…
 
Identifying when it’s time for you to finally retire isn’t an easy decision to make. Then, when you finally do decide it’s time for you to exit the business, you soon realize how difficult it is to actually make the whole “retirement” thing happen. There are so many moving pieces and so many factors to take into consideration that it can actually b…
 
Late last year, lawmakers passed one of the most substantial updates to help business owners with new retirement plans. Today, we are going to take a look at the SECURE Act and the impact it currently has on companies, beneficiaries, and individual retirement accounts. Paul McEwan, principal and director of Benefit Plan Services with Rea & Associat…
 
Employers have always grappled with the rising cost of employee healthcare, but ever since COVID-19 reared its ugly head, employers have raised a ton of questions and concerns related to healthcare’s future costs and what they can do to protect their employees as well as their bottom lines. Michael Clark, an employee benefits consultant at Oswald C…
 
This is not the first time we’ve reflected on how the COVID-19 pandemic has changed the way we do business, and it won’t be the last. But today, we’re going to talk about the crisis from a cash flow and cost optimization perspective. Jim Lichtenberg, a strategic partner with the expense reduction consulting company Schooley Mitchell, is here to hel…
 
These days, there are challenges at every turn. But that means there are opportunities abound, too. Today we’re going to talk about turning lemons into lemonade… at least, from a tax planning perspective. It’s no longer business as usual. Things are constantly changing, especially with the CARES Act and other legislation related to coronavirus. And…
 
If you’ve been watching the news lately, you’ve probably noticed an uptick in reports about cybercrime as many companies operate with a remote workforce. And if you’re currently preparing for re-entry, unfortunately, your cyber-safety concerns won’t go away as soon as your team is back in your physical building — in fact, re-entry poses a lot of cy…
 
We’ve all experienced disruption lately. But, as they say, the show must go on. So, if you want to grow your business, you must find ways to continue the important job of business development, even when everything has changed. Our expert guest on this episode of unsuitable is Amy Franko, author of the Amazon best-seller “The Modern Seller.” Amy dis…
 
These days, businesses collect a ton of data, and this data can be used for a variety of purposes — even to commit fraud, unfortunately. To help us get the lowdown on our data, we’re joined by Greg Kelley, an expert in cybersecurity and digital forensics and the chief technology officer of Vestige Digital Investigations. Greg takes us on a journey …
 
Like the last couple of episodes, we recorded this in early April. And as you can see, we’re still doing the virtual thing. Some people call this kind of setup “the new normal.” While it’s impossible to say whether that’s true or not, we’re confident that the way we do our jobs and the way employers conduct business will never be the same as a resu…
 
There is no shortage of business owners who are trying to make sense of this current economic environment in an effort to sustain and manage their businesses, and they’re coming to accounting and finance professionals for support — but most of them don’t understand the foreign language of business. So, we all need to be aware of when we’re speaking…
 
This is certainly a time of uncertainty for the business community and nobody knows exactly what the future will hold. But one thing is certain in uncertain times, especially uncertain markets: your business needs a plan before things go bad. So we called up Jeremy Senften, Chief Operating Officer here at Rea & Associates, to get his take on recess…
 
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