Join your host, John Sanchez, as he discusses impactful strategies and insights with guest Terrell Turner, a CPA and recognized authority in making accounting and finance accessible and relevant for decision-making in business and personal finance.
In this episode, we explore several key aspects that every FP&A professional should consider:
1. Learning the Basics of Accounting and Finance: Terrell talks about how learning basic accounting and finance changed his life.
2. Adaptability and Communication in a Military Family: Terrell and John talk about growing up with military dads. They say this helped them learn to be flexible and good at talking with people, which is very important in their FP&A jobs.
3. Technology and Financial Tools Assessment: Terrell uses a story about George Washington Carver and the peanut. He talks about understanding today’s tech tools well but not relying too much on them. Keeping the human touch in finance work is key.
4. Effective Communication and Strategic Thinking: Learn tips for talking to different types of people and making your financial reports clear. Terrell’s approach shows how important it is to tailor your message to your audience.
5. Creative Engagement and Presentation Techniques: See how Terrell uses fun stories, like one about Super Mario Brothers, to make finance fun and easy to understand. This helps people grasp ideas better during his talks.
This episode will help you learn more about finance tools and how to talk about them well. It’s great for anyone in FP&A who wants to get better at their job.
EPISODE INDEX
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00:00 Terrell Turner, CPA wants to make finance useful.
04:46 He enjoys work and finance, shares personal life.
08:54 Growing up on military base, father's silence.
12:40 AI's potential, understanding its limitations, and usage.
13:46 Technology is in its early stage.
18:56 Understand audience for effective communication and connection.
22:58 Connect with audience, use relatable stories, engage.
26:56 Friend's video challenge led to Super Mario success.
29:39 Improving communication of accounting and finance content.
33:03 Growth on LinkedIn took testing and strategy.
36:07 Discovering your niche through experimentation and persistence.
39:03 Accounting is more than just numbers and math.
44:19 Navigating stress in new role, role-playing preparation.
46:58 Understanding empathy reduced stress and increased respect.
49:50 Effective communication: think outside the box, know audience.
51:58 Great content. Check him out on LinkedIn.
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