Jack McCullough, a Profile of Excellence

What makes a person a leader among leaders? We explore this in our series, Profiles of Excellence. We’re excited to premier this series by featuring Jack McCullough, author, keynote speaker, Forbes contributor, and a founder of two world-class organizations transforming the way CFOs network – thereby influencing how tax and other professionals will network – critical in our new all-digital environment.

Jack is continuously innovating and delivering high caliber products and services. Earlier career highlights include being a CFO and helping launch KPMG’s Global Technology Innovation Center in Boston, Massachusetts. In 2002, Jack cofounded MIT Sloan CFO Summit, a preeminent conference for CFOs. Four years later, Jack launched CFO Leadership Council (CFO LC) to provide nonpareil professional development and networking to financial executives. Last year, he parlayed insights collected from conversations with over 40 of the world’s foremost CFOs into Secrets of Rockstar CFOs.

With the economy spinning and conventional avenues for connecting upside-down, leaders are seeking solutions for guiding their company safely through the morass. CFO LC has been a beacon for singular networking and wisdom.

Why does this matter to a tax professional? What impacts a business often impacts its taxes. To competently advise our companies, we (tax professionals) must understand the financial and operational aspects of the business as these flow into the tax results. So, the concerns of a CFO will often be the concerns of tax executives. CFO LC has raised the bar on and set the trend for how networking and knowledge in finance, an overarching field, is delivered.

Take, for example, CFO LC’s Masterclass Keynote Series (MKS), five 90-minute courses held over a five-week period in May and June. When the pandemic closed the doors on in-person events, CFO LC masterfully pivoted from its in-person CFO Week to offering the virtual MKS, delivering in a scientific framework expertise on managing through catastrophic events from finance and research luminaries such as Elaine Paul, CFO of Amazon Studios, Christine Komola, former CFO of Staples, Steve Priest, CFO of JetBlue, Court Chilton, Senior Lecturer, Work and Organization Studies at MIT Sloan School of Management, and Renee Richardson Gosline, Senior Lecturer, Management Science Group at MIT Sloan School of Management.

More TED-like than standard webinars, MKS elevated subjects of surviving and thriving during an economic downturn by combining the science behind cultivating success with real life examples, conveying meaningful, actionable information to leaders. Addressing work styles, John Carrier, Senior Lecturer, System Dynamics Group at MIT Sloan School of Management and Managing Director of 532 Partners, opened the second episode by framing the discussion around behavior being a function of the people and system in which they find themselves, sharing keys to monitoring and measuring success, and from recent experiences of dignitaries in finance such as Amrita Ahuja, CFO of Square, and Elis Costa, CFO North America of Marsh & McLennan Companies to fill out the discussion. All the while, the audience of over 800 were participating in a live discussion through chat.

Professional organizations are more crucial when people are disconnected and unable to network through traditional methods. Leadership and volunteer positions in CFO LC are gateways to casually connect with executives, venture capitalists, and subject matter experts. This may explain why, even though financial executives are notoriously busy, more than 250 have scheduled time to volunteer on a committee or in programming at CFO LC.

In addition to leading and inventing, Jack finds time to speak, contribute to Forbes, and mentor.

Hear Jack’s insights on cultivating excellence in leadership and receive a free digital copy of his book at our upcoming five-week conference opening October 19, 2020.

Experience unrivaled networking and professional development at TaxForward (tax professionals) or Future Tax Leaders (tax students) by joining its leadership, volunteering, or becoming a member. Contact Info@TaxForward.org to learn more.

Ashby Walters is Executive Director and cofounder of TaxForward and Future Tax Leaders. She has served as head of or leader in tax for Peet’s Coffee, Inc., Quizno’s, Staples, Dish Network, and other companies. Over her 20-plus year career, Ashby has helped organizations from Fortune 200 companies to start-ups, save more than $200 million in cash taxes, millions in G&A, and thousands of production hours collectively.

The Wisdom of Greg Anton, Accounting Cultural Icon

Greg Anton, a CEO with a long list of accomplishments, has been influencing accounting culture for decades. While Greg may make success look easy, it was achieved through innovation, grit, and by embracing what he loves. We’ve captured some of the insights on building success he’ll share at TaxForward’s 2020 conference on October 25 through 27th here.

Before launching ACM LLP, a regional powerhouse CPA firm with 26 partners and four offices across two states, with two colleagues in 2002, Greg was a Partner at BDO. In 1999, he began six years of service on the Board of Directors for Colorado Society of Certified Public Accountants (COCPA), one of those years as its Chair. His influence expanded to the American Institute of Certified Public Accountants (AICPA), when he joined its Board of Directors, serving as its Chair, a liaison to Congress, and on several technical committees. In 2015, AICPA recognized Greg’s contributions by bestowing its highest honor, the Gold Medal Award for Distinguished Service, on him.

How does Greg cultivate success? By doing things that are generally within all our capacities to do.

He Integrates What He Loves with His Work

Greg says he has had only two careers his whole life: camp counselor and accountant. As a camp counselor, Greg learned the value of integrating what one loves – then, being a camper – into one’s work. According to Greg, focusing on the things he enjoys and does well helps him set his compass and decide where to invest his time, freeing him to do more of what he loves. He attributes communicating what he’s passionate about to helping people identify opportunities to partner with or learn from him. Acknowledging what he doesn’t do well enables Greg to find people with complementary skills.

Unable to think of ways in which to integrate what you love with work? Bringing to mind Mary Poppins teaching Jane and Michael Banks to find the “element of fun” in a job (turning chores into a game in the movie named after the titular character), Greg recommends looking at other ways to integrate your passions and work, such as exercising during breaks.

He Differentiates Himself and His Company

Differentiation sets us apart from our peers and competitors, making it easier for our target audience to select us. Sharing and pursuing what he enjoys doing is a way Greg differentiates himself from his peers.

He has done the same with ACM. When launching ACM, Greg wasn’t creating something new; as he points out, the tools and laws are the same, it’s the people that are different. His goal was “building a better mouse trap” by delivering a superior experience and product than other firms. Today, ACM is renowned for quality.

He Sets the Tone

As a camp counselor, Greg had the advantage in size and strength over the younger campers in races to the swimming hole. Yet, he purposefully led the races from behind rather than in front. This gave Greg better line of sight to coach campers on how to improve and enabled campers to learn from their decisions and experiences. It was an opportunity for him to learn from the campers, as well. “My way isn’t the best way,” Greg says, “it is a way.”

To build a professional and highly competent team at ACM, Greg created an environment that fosters growth and opportunity, where others can lead and contribute. “People want to be around opportunities to succeed, grow, and advance,” he says. He’s eliminated common barriers to growth by cultivating a culture that rewards teaming with people having complementary skills and encourages its professionals to welcome questions and opportunities to collaborate.

He is Continuously Learning

When Greg entered college, he knew he wanted to be an entrepreneur – but he didn’t know how to become one. He pursued accounting in part for the job security associated with the field. Now, he draws on what he learned as an accountant to be a successful entrepreneur.

He is Comfortable with Change

Having to innovate to overcome the hurdles of severe dyslexia, Greg learned early in life a person could have “major failures” but still be successful. A lifetime of seeking tools and techniques to succeed has put Greg in the forefront of adapting to the evolution undergoing the accounting field. For example, he uses dictation software, which can transcribe words three times faster than the average person, freeing up time.

Greg is excited about the technological changes occurring in his field. He believes artificial intelligence and virtual robots will assume unexciting work, enabling accountants to operate at a higher level and pursue more enjoyable consultative, observational, and value-added work.

Greg adds, doing what one enjoys will differentiate companies and individuals as technology displaces human capital.

He is Involved

Greg actively participates in what he calls the “enrichment cycle” – he is engaged in organizations within his field, which enriches his knowledge of the field, improving his ability to serve his company, employees, and clients, which creates opportunities for him, his team, and his company.

Lastly, He Tries

Greg says willingness to try and risk failure provides opportunities to succeed. Failing contributes to success by providing opportunities to learn and grow.

Learn more at this year’s conference, October 25 through 27. Register HERE.

Ashby Walters is Executive Director and cofounder of TaxForward and Future Tax Leaders. She has served as head of or leader in tax for Peet’s Coffee, Inc., Quizno’s, Staples, Dish Network, and other companies. Over her 20-plus year career, Ashby has helped organizations from Fortune 200 companies to start-ups, save more than $200 million in cash taxes, millions in G&A, and thousands of production hours collectively.

4th Annual Conference – Virtual – Cultivating Excellence

We're sorry, but all tickets sales have ended because the event is expired.

  • October 19, 2020 - November 20, 2020
    12:00 pm - 5:40 pm