Accountants On Purpose

Entrepreneurship: A Life By Design with Spencer Sheinin

Accountants On Purpose

Show Notes

Spencer Sheinin has a unique background with over 15 years as an entrepreneur combined with extensive financial experience as a CPA, CA and investment banker. He is the Founder and CEO of Shift Financial Insights, providing ridiculously simple accounting and financial insights for business on the rise.

Spencer has previously owned businesses in manufacturing, construction, cold storage and Real Estate. He has been recognised as winner of the Business in Vancouver's Top 40 Under 40 awards and finalist for the Surrey Business Excellence Awards. Spencer is an instructor for the Chartered Professional Accountants of B.C. and guest speaker at the University of British Columbia. He is a hyperactive member (since 2005) of the Entrepreneurs Organization (EO) and is the current Finance Expert for Canada and Past President of EO Vancouver.

Spencer is passionate about endurance sport and has completed several marathons, several more ultra-marathons (as far as 162 km), Iron man, distance cycling events, and most recently he completed his first marathon distance swim. Not surprisingly, both endurance sports and building a business require a ton of blood, sweat and tears.

In this episode we cover: How Spencer starts his day with a list of 40 things to check off. The importance of moving the needle. Living a life by design. The "aha" moment that started Shift Financial Insights. Creating financial empowerment The significance of the number: 86,400.

And much more! Check out the full episode.

[FOOD FOR THOUGHT] Don't lose sight in the difficult times and it will actually feed your passion later.

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[ABOUT THE HOST] Sarah Bartholomeusz is the founder of You Legal, an Adelaide-based law firm that provides business leaders with the confidence and certainty they need to make bold decisions within their organisations. You Legal provides top tier consultative legal services to corporate clients, including ASX listed companies. Sarah's clients also call her the Goddess of Governance because she works to protect and nurture her clients' businesses so that they can focus on having the impact that they want in the world.

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Jun 27, 2022

That's a wrap on Season 5 of Accountants on Purpose! What an inspiring season with such an amazing group of people who have such a diverse range of experience, across many different organisations and industries, all across the world! As made evident this season, the job of a CFO or In-House is not just about revenue, costs and budgets. This season has been all about leadership and purpose and has emphasised the importance of enjoying what you do. We've learned many inspiring lessons from our guests that we want to share in this episode. Thank you to our sponsor, Chartered Accountants Australia & New Zealand for their support and a massive thank you to all of the guests and everyone who listened in to Season 5!

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Sean Pearce, an Associate Director at SRG Partners, joins Sarah Bartholomeusz in the Season 5 Finale. Sean is a chartered accountant with over 18 years of experience across Big 4, listed organisations, SMEs, family-owned businesses and startups. He was previously the CFO of La Casa Del Formaggio and Water Utilities Australia, was a Senior Manager of Financial Planning & Analysis at Thomas Foods, as well as holding various roles at Elders. He has gained valuable experience in the food industry, financial services, agribusiness, consumer and industrial products. He is particularly skilled in CFO duties, due diligence, financial modelling, valuations, mergers and acquisitions, and divestments, financial reporting and analysis, project management, technology implementation, and much more.

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In this episode, Sarah Bartholomeusz is joined by Amanda Cox, the Chief Financial & People Officer at Racing and Wagering Western Australia and previous executive at the West Coast Eagles Football Club. She is also a Fellow of both Chartered Accountants Australia & New Zealand and the Governance Institute of Australia. Not only that, she also serves as a non-executive director with Edge Employment Solutions, WA Institute of Sports and RPH Medical Research Foundation. Amanda is an experienced sports executive with more than 20 years of finance, people and culture, strategy, risk management and governance experience that helps her in her current role and the many community committees that she is a part of.

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