Protea Conversations

By: Zane Stevens
  • Summary

  • "Protea Conversations" is an enlightening leadership podcast that delves into the dynamic world of business and accounting. In each episode, we engage with seasoned leaders to unravel their unique stories, uncovering pivotal advice that has shaped their success. Our guests generously share insights and practical guidance, offering listeners valuable lessons to propel their own career trajectories.

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Episodes
  • Episode 23 - Caleb Jenkins - The Power of Vision in Career Success
    Nov 20 2024

    Introducing Caleb Jenkins, the 2024 Insightful Accountants Pro Advisor of the Year.

    We Caleb's journey in accounting, his early influences, and the importance of community service. Caleb shares insights on wealth management, values-based investing, and the significance of having a vision and direction in one's career. The conversation highlights the impact of family support, personal growth, and the drive to make a difference in the community. In this conversation, Caleb Jenkins discusses the importance of trust in community programs, the complexities of different types of poverty, and how these insights have revolutionized his approach to business. He emphasizes the shift from compliance to advisory work in accounting, the significance of community engagement, and the balance between leadership and following. Caleb also shares practical advice for aspiring accountants and personal insights into his life and values.

    Takeaways

    - Caleb Jenkins emphasizes the importance of community service and giving back.

    - He started his accounting journey at a young age, influenced by his father's firm.

    - Caleb's passion for accounting was nurtured through hands-on experiences.

    - He believes in the power of leadership over following.

    - Education and self-directed learning played a crucial role in his career.

    - Caleb chose to pursue an Enrolled Agent designation instead of a CPA.

    - He is passionate about values-based investing and wealth management.

    - Caleb's outreach work in Haiti has significantly impacted his perspective.

    - He encourages others to take accountability for their career paths.

    - Caleb's success is attributed to hard work, determination, and a clear vision. Trust is essential for community programs to succeed.

    - Understanding the difference between crisis and chronic poverty is crucial.

    - Chronic poverty requires a deeper analysis of root causes.

    - Business practices should focus on solving underlying issues, not just surface symptoms. - Advisory work in accounting is about addressing root problems.

    - Daily routines can impact work-life balance and productivity.

    - Community engagement provides inspiration and growth opportunities.

    - Effective leadership involves having a clear vision and inspiring others.

    - Aspiring accountants should seek certification and community involvement.

    - Personal experiences shape our professional journeys and values.

    Sound Bites

    "I loved the eight hours of shredding."

    "I started tracking my own books on QuickBooks."

    "The aspect of being a leader rather than a follower."

    "Advisory work is about solving root problems."

    "Community inspires me and seeing others grow."

    "Vision is the intersection of your higher principle."

    "Get certified as a QuickBooks Pro Advisor."

    Chapters

    00:00 Introduction to Protea Conversations

    01:18 Caleb Jenkins: A Journey in Accounting

    03:50 Early Influences and Family Background

    10:03 The Path to Accounting: Passion and Opportunity

    22:40 The Importance of Vision and Direction

    27:48 Outreach Work and Community Impact

    28:51 The Importance of Trust in Community Programs

    30:09 Understanding Different Types of Poverty

    35:41 Revolutionizing Business Practices

    37:40 The Shift from Compliance to Advisory

    42:31 The Value of Community Engagement

    46:16 Leadership: Balancing Vision and Following

    49:20 Advice for Aspiring Accountants

    51:50 Personal Insights and Fun Facts

    Connect with Caleb: LinkedIn personal - https://www.linkedin.com/in/calebjenkins1994/

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    55 mins
  • Episode 22 - Eugene Dilan - The Power of Inclusion in Leadership
    Nov 6 2024

    In this episode of Protea Conversations, host Zane Stevens engages with Dr. Eugene Dilán, a clinical psychologist and leadership expert.

    They explore Eugene's journey from a challenging upbringing in Brooklyn to becoming a successful consultant. The conversation delves into the importance of human connection in business, the transformative power of leadership, and the mission behind Dilan Consulting Group. Eugene shares insights on overcoming personal doubt, the significance of inclusion in leadership, and his aspirations for the future, including a new nonprofit initiative aimed at fostering community dialogue.

    Takeaways

    - Leadership is about understanding and connecting with people.

    - Personal experiences shape our professional paths.

    - Inclusion in decision-making fosters ownership and commitment.

    - Transformative leadership requires empathy and understanding.

    - Business should prioritize stakeholders over shareholders.

    - Perseverance is key to overcoming challenges in entrepreneurship.

    - Creating a safe space for dialogue is essential for growth.

    - Self-awareness is crucial for effective leadership.

    - Community engagement enhances personal and professional fulfillment.

    - Every moment is an opportunity for co-creation.

    Sound Bites

    "Business is Human."

    "You always have a choice."

    "The difference between successful entrepreneurs is perseverance."

    Chapters

    00:00 Introduction to Leadership and Psychology

    02:42 Eugene's Journey to Psychology

    10:21 Growing Up in Brooklyn: A Personal Narrative

    19:41 Career Path: From Nonprofits to Consulting

    27:32 Transformative Leadership: The Importance of Inclusion

    30:56 Founding Delon Consulting Group

    38:55 The Mission of Delon Consulting

    42:18 Daily Operations and Community Engagement

    47:42 Short-Term Goals and Future Aspirations

    51:25 Overcoming Personal Doubt

    53:25 Advice for Aspiring Leaders

    56:30 Personal Insights and Rapid Fire Questions

    Connect with Eugene: LinkedIn personal - https://www.linkedin.com/in/eugenedilan/

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    54 mins
  • Episode 21 - Jamie Skinner - The Art of Process Improvement in Accounting
    Oct 30 2024

    In this episode of Protea Conversations, Zane speaks with Jamie Skinner, a fractional controller and CFO, about her journey into accounting, the challenges of entrepreneurship, and the importance of process improvement in financial operations.

    Jamie shares her experiences transitioning from a corporate role to consulting, her passion for helping small businesses, and her insights on work-life balance as a solopreneur. The conversation also touches on the significance of networking, learning from mistakes, and the personal joys of life outside of work.

    Takeaways

    - Jamie Skinner emphasizes the importance of following your passion in your career.

    - The transition from a corporate job to consulting can be challenging but rewarding.

    - Process improvement is a key focus for Jamie in her consulting work.

    - Networking is crucial for success in entrepreneurship.

    - Mistakes are a part of the journey; learning from them is essential.

    - Being transparent with clients about mistakes fosters trust.

    - Work-life balance is achievable with the right strategies.

    - Small business owners often need guidance in financial management.

    - Utilizing technology can enhance efficiency in business operations.

    - Having a supportive partner can help manage family and work responsibilities.

    Sound Bites

    "This is what I want to do."

    "I love being in the mountains."

    "If you don't ask, the answer is always no."

    Chapters

    00:00 Introduction to Prodig Conversations

    01:18 Journey into Accounting: Jamie Skinner's Story

    06:36 Career Decisions: From Teaching to Accounting

    12:28 Transforming Financial Processes in Healthcare

    18:55 The Leap to Consulting: Challenges and Opportunities

    26:27 The Role of a Consultant: More Than Just Numbers

    30:41 Process Improvement: A Consultant's Passion

    35:07 Balancing Work and Family Life

    43:24 Future Goals: The Fiscal Guardian Club

    48:42 Advice for Aspiring Entrepreneurs

    56:55 Personal Insights: Beyond the Professional

    01:02:11 Rapid Fire Questions: Fun Facts About Jamie

    Connect with Jamie: LinkedIn personal - https://www.linkedin.com/in/jamieskinnerreno/

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    57 mins

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