Here’s where we are trying to make a difference:
on the airwaves, in person, on camera, or in the news
Upcoming Speaking Events
Jan 14, 2024 “I TAlk Tech with Geni Whitehouse & Chris Gallo, Creative Planning Business Services” - 4:00 PM EST/1:00 PM PST
Podcast Features
Talk Less, Listen More: The Counterintuitive Art of Advisory - LumiQ, 2024
Client Communication: Control the Chaos - Tax Chat, CPA Trendlines Podcast with Seth Fineberg, 2024
Empowering Future Accountants: Skills for a New World - Accounting Influencers Roundtable, 2024
What Links Compliance to Advisory for Accountants? - The Accounting Influencers Podcast, 2024
How Accountants Will Create Value in the Future - Sage Though Leadership Podcast, 2024
Use Humor to Break Down the Barrier - The ISV Society, 2023
A Quest for Value: The Importance of Asking More Questions - The Abundant Accountant, 2023
Extraordinary Lessons from an Ordinary Woman - Inside-Out Career Design Podcast, 2023
Numbers Don’t Have to Be Scary - Energy Stoners Cafe Podcast, 2023
Back In Black: Advising for Profitability - The Good, The Bad, and The Ugly Accounting Podcast, 2022
How To Communicate Financial Information to Normal People - Earmark CPE, 2022
Becoming The Impactful Advisor - LumiQ, 2022
Accounting Nerds, Unlock Your Super Powers - CPA Trendlines, 2022
Drive Outcomes For Your Clients - Smart Strategy for CPAs, 2021
Demystify Financial Reporting For Your Clients w/ Geni Whitehouse - QuickBooks Connect, 2021
How To Become The Speaker People Listen To - Journal of Accountancy, 2019
How To Make Boring Topics Interesting with Geni Whitehouse - AltAccountant Podcast, 2019
Thought Leader - Geni Whitehouse on the problem of "Small Data" - Sage, 2019
Straightforward Communication 💬 Can Improve the Everyone's Bottom Line - Cloud Stories, 2016
Listen to Yourself: Geni Whitehouse - Challenge Your Thinking With Dr. Linda Tucker, 2015
Press & Articles
A 3 Step Process for Retail Accounting Success - Firm of the Future, May, 2024
How to Evolve Your Tax Firm into a CAS Practice - Smartvault, Sept. 2023
Geni Whitehouse Appointed President of ITA - June, 2023
How to Deliver the Services Your Clients Crave - Firm of the Future, 2022
Whitehouse: A Future Without A Busy Season - Accounting Today, 2022
Change Your Mindset To Change Your Firm - Padgett Business Services, 2022
Want to be an advisor? Shift your perspective! - Intuit, 2020
Going Vertical To Up Your Value - Womxn Talk Money, 2020
5 Things You Won’t Find On Your Balance Sheets - Sage, 2020
Create A New Roadmap For Your Business w/ Geni Whitehouse 🎯 - QuickBooks Connect, 2020
Interview with Geni Whitehouse: How CPAs Can Become Business Advisors - Ace Cloud Hosting, 2019
How Big Data in Accounting Is Reshaping and Revitalizing Roles From the Bottom Up - ADP, 2019
Experts Address the Most Pressing Automation Questions - Accounting Web, 2019
2017 Most Powerful Women in Accounting - CPA Practice Advisor, 2017
What Small Business Owners Need To Know About Sales And Use Tax - Sage, 2017
Financing Your Business –Now And In The Future - Sage, 2017
Owning Your Brand, Quirks and All - Accounting Web, 2016
Leading from Within: The Basset Hound versus The Nun - TEDxNapaValley, 2012
NEWS
NEWS
Geni Whitehouse Appointed President of Information Technology Alliance
From the Press Release June 28, 2023
" The Information Technology Alliance (ITA), an independent membership association of leading mid-market technology professionals, consultants and product/service providers in North America, today announced the
appointment of Geni Whitehouse, CPA.CITP, CSPM as President, effective August 1, 2023. Whitehouse’s resume includes roles at Top 100 and niche accounting firms, accounting software developers, consulting and advisory practices, and private industry. She takes the helm at ITA with a mandate to help lead members through an unprecedented era of change, growth and transformation in the accounting and technology sectors, from ongoing staff shortages to private equity investment in firms to the swift entry of generative AI across sectors. "
From the announcement on Accounting Today
"My career path and leadership development were guided and enriched in large part by my involvement as an ITA member many years ago, so today's announcement, and career pinnacle, brings me full circle," said Whitehouse, who has held a number of roles over the years at Top 100 firms, niche practices, accounting software developers, consulting and advisory practices, and private industry. "
ITA is a unique organization that blends professional education and training with industry networking and provides a recurring venue to build lasting and valuable professional associations and friendships. For many longtime members, ITA is a trusted collective for knowledge and information sharing — where members can help one another address business challenges and share best practices in 'the vault.'
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This role allows me to continue working as a winery consultant for www.bdcocpa.com, a position I have held since 2008 as well as provide accounting professionals advisory training through The Impactful Advisor. In this new position at ITA, I will have access to the smartest minds in technology where I can gain new insights and tools to share with my firm, my winery clients and my Impactful Advisor students.