Ep. 17: Building Trust and Leading Change: Insights from Donny Shimamoto’s Accounting Career
What if the future of accounting isn't about crunching numbers, but about unleashing untapped human potential?
In this episode of Codified Wisdom, host Eric Eager sits down with Donny Shimamoto, founder of the Center for Accounting Transformation and one of the accounting profession’s most influen…
Ep. 18: How Decision Intelligence Outpaces Traditional Advisory Models with Patricia Asp
What if AI isn’t coming for your job—but is about to supercharge your career in ways you never expected?
In this game-changing episode, Eric Eager and Patricia Asp flip the script on the doomsday narrative around AI and automation. Instead of fearing a tidal wave of job losses, they reveal how AI f…
Ep. 19: Breaking Barriers: Matt West on Adapting, Leading, and Elevating Advisory Firms
What if the secret to future-proofing your career isn’t about keeping up with technology—but knowing yourself better?
In this episode, Eric Eager sits down with Matt West, partner at the innovative wealth advisory firm Creative Planning, to uncover how intuition, resilience, and leaning into life…
Ep. 20: Lessons in Leadership and Adaptation from Sandra Wiley
What if everything you know about building a successful accounting firm—and the way you've always done things—is about to be rendered obsolete?
In this episode of Codified Wisdom, Sandra Wiley joins Eric Eager to break down why the accounting profession is already in the eye of a perfect storm of…
Ep. 21: Empowering CPAs: Geni Whitehouse Shares Tools for Lasting Client Impact - Part 1
What if reaching the pinnacle of your career left you feeling more trapped than triumphant?
In this two-part episode, Geni Whitehouse shares her astonishing journey from updating tax books for spare change as a kid to finally achieving partnership at a CPA firm—only to quit the very next morning.…
ATL254: Decision Intelligence with Eric Eager
In this episode of the Accounting Technology Lab, hosts Randy Johnston and Brian Tankersley welcome CPA and entrepreneur Eric Eager to explore the emerging concept of Decision Intelligence—the next evolution beyond AI. While AI delivers probabilistic, text-based outputs, Eager explains that Decisio…
Ep. 22: Empowering CPAs: Geni Whitehouse Shares Tools for Lasting Client Impact - Part 2
In Part 2 of Eric Eager's conversation with Geni Whitehouse—CPA, author, advisor, speaker, and president of the ITA Alliance—Geni shares her unconventional career journey from accounting and tech to becoming a wine country advisory expert.
Eric Eager and Geni Whitehouse discuss key lessons from sta…
Ep. 23: From Duct Tape Wallets to Robotics: Richard Guest’s Unconventional Entrepreneurial Journey - Part 1
What if a 13-year-old could beat Silicon Valley to AI and robotics—with nothing but duct tape and determination?
In this episode, host Eric Eager sits down with Richard Guest, an entrepreneur and innovator whose journey from making duct tape wallets to pioneering AI-powered robotics in special edu…
Ep. 24: From Duct Tape Wallets to Robotics: Richard Guest’s Unconventional Entrepreneurial Journey - Part 2
What if a single "hello" could change the course of a child's life forever?
In Part 2 of an engaging conversation, Eric Eager dives into the untold, behind-the-scenes stories of innovation and perseverance with robotics pioneer Richard Guest.
Discover how a nonverbal 14-year-old said "hi" to his …
The Confidence Gap in Advisory Services
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