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#AICPA_EDGE
Suit Up for Succeeding in Industry
August 7, 2015 – 11:40 a.m. – 12:30 p.m.
Misty L. Geer, CPA, CGMA, MBA
#AICPA_EDGE 2
#AICPA_EDGE
IMAGE
Working Past the Stereotype
• Number Crunchers /
Bean Counters
• Profit Police
• Boring / unrelatable
• Not “idea” people
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#AICPA_EDGE
Working Past the Stereotype
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#AICPA_EDGE
What Does “Suiting Up” Look Like?
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What Does “Suiting Up” Look Like?
Business, Strategic, and
Financial Acumen
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EQUIPPED & READY
Steel-toed Boots
• Understand the product /
service offering
• Financial impact of
processes / transactions
Get on the shop floor
#AICPA_EDGE
EQUIPPED & READY
Steel-toed Boots
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Get on the shop floor
• Understand the product /
service offering
• Financial impact of processes /
transactions
#AICPA_EDGE
Steel-toed Boots
Material #
311323 # of Joints of Blank Pipe 3,000
Cost / Joint $ 85
Perf / Joint $ 90
Thread per Joint $ 160
779946 Total Cost $ 1,005,000
# of Joints 3,000
779946 Perf'ed & Threaded / Joint $ 214
Total Cost $ 642,000
Delta $ 363,000
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Winter Boots
Know the Business Climate
• Market
• Industry
• Economics
• Politics
• Legal
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Combat Boots
Be the “General Ledger” of Accounting
• Competence = Credibility
• Quick response to common questions
• Can help meet KPI’s
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FULL INTEGRATION
Hiking Boots
• Be a source of solutions
• Process
• Improvements
• Controls
• Remember successes
Climb the mountains of challenges
#AICPA_EDGE
Cowboy boots
No horsing around with GAAP
• Use diplomatic resolve to gain
buy-in
• Stay in step with your
stakeholders
• Creatively ensure compliance
while meeting strategic goals
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#AICPA_EDGE
Rain boots
Stay committed – rain or shine
• Solidifies your role as a business partner
• Financial expertise to aid with strategy in declining
business conditions
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BE HUMAN
Unique Shoes
• Makes you relatable
• Helps establish connections
• Promotes trust
Allow them to know the real you
#AICPA_EDGE
Sneakers
Speak their language
• Use common vernacular
• Speak in terms they care
about / understand
• Be practical / rational
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Mismatched Shoes
Vulnerability = growth
• Not limited by your
perception of others’
expectations
• Break through your own
limitations
• Stretch beyond your
comfort zone
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SUIT UP!
“Opportunity is missed by most
people because it is dressed in
overalls and looks like work.”
Thomas A. Edison
SUIT UP!
Seizing those opportunities
allow for:
Career development
Professional growth
Impactful business partnerships
Sought-after expertise
#AICPA_EDGE 21
Work on quote to have “human”
accentuated and not “be”
MISTY GEER, CPA, CGMA, MBA
Halliburton
1125 17th
Street, Suite 1900
Denver, CO 80202-2016
Email: [email protected]
Office: (303) 675-4451
Mobile: (337) 296-5314
@GeerMisty
www.linkedin.com/in/mistylgeer
© 2015 American Institute of CPAs. All rights reserved.
