Native American Indian History Month: Dominic Ortiz

Dominic OrtizTribal, Family and Mentor Support Helped Guide Dominic Ortiz to Valuable Opportunities

In November, the AICPA along with the entire nation, celebrates Native American Indian History Month. For Dominic Ortiz, a CPA, CGMA and enrolled tribal member of the Prairie Band Potawatomi Nation, the month is about recognizing the contributions that First Nations Peoples have made to the U.S. and sharing tribal culture and traditions. It is also about honoring his heritage by using his experience as a CPA and CGMA to continually give back to the community that has given him so much.

Ortiz credits his tribe, as well as family members and mentors, for supporting, encouraging and guiding him. Ortiz began his academic career at Haskell Indian’s Nation University. While there, he became president of the American Indian Business Leaders (AIBL), a nonprofit dedicated to empowering business students.

While he was a student, he met Tom Clevenger, a CPA and professor in Accounting who was working with his tribe as a business consultant. Clevenger and Ortiz’s father, a tribally elected member of the tribal council, had become friends.

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Happy Thanksgiving from AICPA Insights

ThanksgivingWe’d like to wish you a happy, healthy Thanksgiving. We are grateful for your readership, comments and continued interest in AICPA Insights. Enjoy turkey (or Tofurky) and stuffing with family and friends—and we’ll be back with more food—for thought, that is—next week.

Happy Thanksgiving.

--AICPA Communications

Thanksgiving wishes courtesy of Shutterstock.

Shaping Our Future: Driving a Relevant Profession

Christen_Tim_headshot_resizeI’m honored and excited to be taking on the role of chairman of the AICPA Board of Directors at such a pivotal time in our profession’s evolution. Although today we enjoy tremendous success and respect, we must acknowledge that transformative changes in the business environment pose many potential risks to our relevance. We work in an evolving marketplace, one that’s defined by new technologies, complexity, specialization, a changing workforce, globalization and other mega trends. We know that just because something worked in the past doesn’t mean it will continue to work in the future. Now it’s incumbent on us to forge solutions that will preserve our relevance going forward.

Fortunately, CPAs are starting from a position of strength. Let me share my own story with you.

Like many AICPA members, I’m a first generation professional. I grew up in the small farming town of Belmont, Wisconsin, about 65 miles from Madison. I’ve spent my entire career with Baker Tilly Virchow Krause, except for a two-year stint when I worked as a management accountant for one of our firm’s clients, an automobile dealership. The owner taught me something that’s critical to our profession: a sense of urgency. Emil’s dealerships measured productivity every day and frequently asked customers for candid feedback. I thought these were brilliant ideas and put them to work when I returned to Virchow Krause. We began questioning the established rules and implementing the lessons of urgency and action. We measured revenue in real time and solicited immediate feedback from our employees and clients. Our sense of urgency helped us grow from a small Wisconsin firm to the 13th largest firm in America. We didn’t wait for the marketplace to determine our future for us.

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Holiday Shopping: A Cautionary Tale

Holiday present

 Holiday Shopping: A Cautionary Tale

As a teenager, every year I knew where I would be the Saturday before Christmas: getting dragged from store to store by my father, who inevitably waited until then to go shopping for my mother’s gifts. This annual exercise in procrastination and family bonding was a recipe for arguing and, more importantly, left my dad no opportunity to shop around for the best deals.

Here’s how you can avoid these holiday shopping pitfalls and get good deals, stay on budget, and remember to factor in more than just gifts when you calculate your holiday spending goals.

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Women's Initiatives Executive Committee CPA Firm Gender Survey

18866-386 WIEC CPA Firm Gender Survey Infographic_HighRez

Click here to download a PDF of this infographic.


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