Reimagining the Mentor/Mentee Experience

June 26, 2018


Mentoring doesn’t have to be a formal, structured process but finding the right mentor and getting the most out of this mentor/mentee relationship can be challenging regardless of which role you take. Hear from Michael Goodman, CPA/PFS and Ben Westerman, CPA/PFS on:

  • The new mentor/mentee model
  • The key ingredients to put in to get the most out of a mentor/mentee relationship
  • Mentoring beyond career development and problem-solving

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The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at to join our community and gain access to valuable member-only benefits.