Thriveal Podcast: Future of Accounting Leadership | EP1 1 Credit
Select your learning mode
Welcome to this exciting Episode of Thrivecast – A Thriveal Series Podcast! where we dive into the inspiring journey of Brett Kelly, founder and CEO of Kelly Partners Group.
Tune in as Brett shares how he built an accounting firm from the ground up, taking it public in 2017, and now expanding into the U.S. market. What sets Kelly Partners apart from the competition? It’s a conversation you won’t want to miss. This episode is part of our  Thriveal Podcast series, where we explore the evolving world of leadership, business strategy, and innovation in the accounting industry. Brett will also discuss the challenges he faced when starting Kelly Partners in 2006 alongside his wife Rebeca.  He will also cover values-driven model with the short-term focus of private equity firms, highlighting the risks of the latter’s approach. He’ll also share insights into leadership, culture, and the importance of maintaining strong values, especially as the firm grows across the U.S.
Major Topics:
Join us to hear Brett's unique perspective on scaling a firm with strong mission-driven values and why he believes the future of accounting lies in partnerships, not short-term profits. This Episode is packed with insights on growing a sustainable business that prioritizes people, clients, and communities.
| License details | Credits | Status |
|---|---|---|
| BusIness Management & Organization for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| BusIness Management & Organization for CPA in Canada | 1 CPD | Eligible |
| Business Management for Certified Management Accountants (CMA) | 1 CPE | Eligible |
| BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.com.
Brett Kelly is the Founder and CEO of Kelly+Partners (ASX:KPG), a professional speaker, and a best-selling author of four books. Brett holds a bachelor’s degree in business from the University of Technology, Sydney, and a master’s degree in taxation from the University of New South Wales. He is a Chartered Accountant and Registered Tax Agent with more than 25 years of commercial and professional accountancy experience. Brett specialises in assisting individuals and families who own private businesses.
Brett founded Kelly+Partners Chartered Accountants in 2006 and, over 18 years, has grown the business to become the private business specialist accounting network and the 21st largest firm in Australia. Brett has expanded Kelly+Partners from two greenfield offices in Sydney to 37 operating businesses across 34 locations in Australia, the United States, Hong Kong, and India. The total team consists of more than 550 people, including 93 partners, who service over 23,000 SME clients. The holding company, Kelly Partners Group Holdings Limited (ASX: KPG), successfully listed on the Australian Stock Exchange on 21 June 2017 and has subsequently been made available through the OTCQX® Best Market under the symbol “KPGHF”.
In 1997, at age 22, unemployed, with no money, journalistic experience, connections, or publisher, Brett picked himself up, interviewed 34 leading Australian achievers, including Bob Hawke, Malcolm Turnbull, Poppy King, Gerry Harvey, Kathryn Greiner, Ray Martin, Imelda Roche, Jeff Kennett, Pat O’Shane, and Peter Brock. He raised the funds, gathered the expertise to self-publish ‘Collective Wisdom’ in 1998, and made it a national best-seller.
Jason serves as Thriveal’s CEO, leading the strategy of which structures help Thriveal grow, and how to approach the profession with transformative education. Jason got his Bachelors in Accounting from Wofford College in Spartanburg, SC. His near 30 year career has been so varied, he’s performed every function in a firm and many other companies he has worked in. He has been a CPA since 1998. Jason shows genuine care as a leader of the Thriveal team, and is deeply thankful for the opportunity to lead alongside other people who do their work from the heart. Jason is a sought after international speaker, educator, coach, consultant, and friend to firm entrepreneurs all over the globe.
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
-1738924151.webp)
Inclusions
Multiple Credits
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
Certifications & Reporting
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
Credit Tracker
Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.
Certificate Vault
Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.
Compliance Reminders
Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
Mobile App Access
The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.
Live Support
Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.
Exclusive mobile
app for our unlimited
access subscribers
All Podcasts are included under the Individual Subscription
Select your plan, complete your payment, and access a world of knowledge.
| Subscription Inclusions | Silver | Gold |
|---|---|---|
15,000+ Hrs of CPE approved Content
Largest content library covering all aspects of professional development. |
 |
|
|
500+ Emerging Subject Areas
Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm. |
|
|
|
50+ State- Specific Ethics Courses
Stay compliant with ethics requirements for every state. |
|
|
|
50+ State Compliance Packages
Pre-selected courses for quick compliance, saving time and effort. |
|
|
|
100+ Advanced Certification Programs
Expert-led programs to build advanced expertise and strengthen your career credentials. |
|
|
|
AICPA Eligibility Programs (CFF, ABV, PFS)
Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion. |
|
|
|
Compliance Tracker and Credit Vault
Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker. |
|
|
|
Instant Certification and Fast Reporting
Instant reporting to IRS, CFP Board, and other governing bodies. |
|
|
| Mobile App Access (iOS and Android) | |
|
|
Access to Practical Training Programs
Focused training with pre-built assessments for all levels to upskill your staff efficiently. |
 |
|
|
Select Tenure |
Congratulations!
Error!
