David Holt, CE instructor and owner of HoltCPE, shared his time with us on this episode of Life In Accounting: The Where Accountants Go podcast.
Since David generally gets paid for speaking on some of these topics, I very much appreciated him taking the time out to record this podcast.
24 years
David’s entrance into the continuing education world started when he began teaching in-house classes for the CPA firm he worked for early in his career. He enjoyed teaching and so he expanded into providing courses after-hours while still working during the day, and then eventually went full-time into the business in 1993.
Handling ethical dilemmas…
We talk quite a bit in this episode about how to prevent ethical situations from arising in the first place, as well as how to navigate the issue when they unfortunately do come up. One of the comments I found most valuable is that David talks about how to make the situation a win-win by treating the situation as one where you are protecting the individual from getting into trouble, as opposed to turning it into an adversarial conversation.
Proudest moment – Not what you may think…
I rarely mention a guest’s ‘proudest moment’ in the show-notes, but in this case it’s something that definitely warrants inclusion on this page. I’ll let you hear the details from David himself in the recording, but suffice it to say that helped a family friend through an addiction issue that may have ultimately saved their life. (As a side note, TSCPA has an assistance program as well to address these needs. Visit the site for the Accountants Confidential Assistance Network at https://www.tscpa.org/advocacy/acan for details.)
David was very open and transparent in this podcast and I hope you benefit from the frank discussion.
We hope to have you join us again soon… there’s more to come!
Mark Goldman CPA
President – Where Accountants Go
www.WhereAccountantsGo.com
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