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Car arl J

• J. P

Perso son Customized S Solutions C s Compan any Aperso son2perso son Consu sulting F Firm 901. 1.212. 212.515 151 www.customizedsolutions4y 4you.com

Rearview Mirror vs Windshield Accountability IIA Memphis Chapter

October 10, 2019

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Topics of Discussion

Where Did The Time Go? Rearview Mirror Am I Satisfied? Balancing Work Life Demand The Windshield

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Who Are We?…

Ordinary Becoming Extraordinary…..

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What Works For Me……. Delete & Discard Delay Do

More and More Work; But Not Enough Time

Delegate

Proud P Pare rent nts

Proud P Paren ents

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Rearview Mirror

“We Have Always Done Things This Way”….. Not Listening To the Numbers…Troubling Waters Rules and Regulations Changes; Not Aware The Greatest Assessment Is?

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The Windshield

By 2026 There Will Be 1,537,600 Auditors/CPA up 140k Growing Economy And The Impact Thereof More IPOs. Private Company Going Public Globalization Requires Expertise in Multiple Tax Codes and Regulations

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The Windshield cont’d

Technological Advancement Routine Accounting Task Will Become More Automated The Advisory and Analytical Role of the Job Will Move More To Center Stage More and More Financial Oversite Will Be Needed

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The Audit Review

Very Critical To Stakeholders; Many Don’t Understand Content Counting Numbers is 50%; Writing, Summary and Teaching is The Other 50%

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Just Ordinary People Becoming Extraordinary…..

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En Enjoy M y Mike Jacka ka

Am I Satisfied?

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State of The Union

Impact To Audi Auditors & & CP CPA’s

College Graduates Are Staying Home

Memphis…. ….

The Season Is Now For Memphis

Public & Private Partners

Collaboration at All Time High

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Community Service

Engage With Youth; Mentorships Are Critical To Success Join A Board; Make An Impact Become Extraordinary

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Work Life Balance

Faith Finance

Guiding Principles…..

Family Fun

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The Power of Being Ordinary Becoming Extraordinary…..