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Beyond the Bottom Line

Beyond the Bottom Line

Unique Cpa Featured Image Ep 235 Lori Zukin - Beyond The Bottom Line - Tri-Merit

People-First Leadership with Lori Zukin

Lori Zukin’s path began in a small-town family drugstore, where work and love blurred together behind the counter. Years later, after earning a PhD in industrial and organizational psychology, she found herself coaching leaders at Booz Allen Hamilton and, eventually, guiding the transformation of Baker Tilly’s executive team. On Episode 235 of The Unique CPA, Lori shares how a single phone call, received in the shadow of personal loss, sparked a partnership that would reshape a major accounting firm’s culture. She reveals the real impact of trust, particularly given the hidden costs of the stories we tend to tell ourselves when we don’t have all the information. Randy and Lori trade insights on vulnerability, missed opportunities, and the courage to lead with empathy, and along the way, Lori’s passion for mental health and her belief in the intersection of passion and skill shine through, offering a rare glimpse into the heart of modern leadership.

About the Guest

Lori Zukin, Ph.D., is the CEO and Founder of Zukin Leadership, with over 20 years’ experience as an organizational psychologist, executive coach, and leadership expert. Formerly on the faculty at Georgetown University, she now facilitates with Simon Sinek’s Optimism Company and has coached for the Presidential Leadership Scholars Program. Lori spent 17 years as a Principal at Booz Allen Hamilton, leading large teams and managing multimillion-dollar portfolios. She holds a Ph.D. in Industrial/Organizational Psychology and is an ICF Professional Certified Coach, trained in multiple leadership assessments. Her clients range from the NFL and USTA to Chevron and WebMD, reflecting her people-focused approach. A passionate speaker and mental health advocate, Lori finds renewal in movement and lives in Northern Virginia with her husband and two adult sons.

Meet the Host

Randy Crabtree, CPA

Randy CrabtreeRandy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the “The Unique CPA,” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.

   

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