CPA CAREER PATHS

Ep.68: Slow Down to Speed Up

Alan Whitman Episode 68

Struggling to navigate leadership challenges and career transitions? In this episode, I sit down with Alan Whitman—Strategy & Growth Advisor, CEO Coach, Investor, and PE Advisor—to explore key insights on leadership, mentorship, and business growth.

We discuss the importance of building strong professional relationships, the role of mentorship vs. coaching, and how to manage change effectively. Whether you're an executive, entrepreneur, or aspiring leader, this episode is packed with actionable strategies to help you advance in your career.


00:00 - Introduction – A brief introduction to the episode, the host, and guest Alan Whitman, highlighting his experience as a strategy and growth advisor.

01:46 - Choosing Accounting: A Childhood Decision – Alan shares what initially drew him to accounting and how his early interest shaped his career path.

02:55 - Early Career in Public Accounting – Insights into Alan’s first roles in public accounting, the skills he developed, and the challenges he faced.

04:32 - The Value of Public Accounting – How public accounting provides a strong foundation for leadership and business success.

05:52 - Building Strong Connections – Alan explains why maintaining professional relationships is essential for long-term career growth and business success.

07:25 - Balancing Relationships & Responsibilities – How to effectively manage both professional duties and personal relationships without burnout.

08:16 - Learning from Others: Mentorship & Knowledge Sources – Alan shares how mentorship, networking, and continuous learning have influenced his success.

10:50 - Lessons from Career Growth – Key leadership and career lessons Alan has learned throughout his journey.

14:46 - Mentorship vs. Coaching – A deep dive into the differences between mentorship and coaching and how each contributes to career development.

17:19 - Navigating Uncomfortable Change – How to embrace change, adapt to challenges, and use transitions as opportunities for growth.

19:44 - Expanding Baker Tilly’s Reach – Insights into Alan’s role in growing Baker Tilly and lessons on scaling a business.

If you're looking for expert advice on leadership, business strategy, and career development, this episode is for you!


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#Leadership #BusinessStrategy #CEOCoach #AccountingCareers #Mentorship #ProfessionalGrowth #ExecutiveCoaching #CareerDevelopment #FinancePodcast #AlanWhitman #RoseyFlaherty #Podcast #WorkplaceCulture #Networking #SuccessTips



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