With Geof Brown

Randy welcomes newly appointed President and CEO of the Illinois CPA Society, Geof Brown, on Episode 118 of The Unique CPA. Geof discusses Diversity, Equity and Inclusion in the accounting profession and a report the Society recently published, going over Randy’s specific questions on a number of metrics. Jeff shares his insights and expertise around DEI and highlights the need to promote inclusion, recognize the benefits of diverse perspectives, and prioritize employees’ mental health and wellbeing as ways not just to do the right thing, but to drive the success of your enterprise.

Important Links

Illinois CPA Society

CPA Diversity Report

Geof Brown on LinkedIn

About the Guest

Portrait of Geof BrownGeoffrey Brown, CAE, is the President and CEO of the Illinois CPA Society. Founded in 1903, the Society is one of the largest state CPA societies in the nation with more than 21,700 members. It provides convenient and customized education, timely and relevant information, influential advocacy, and countless opportunities to make powerful professional connections. Geof’s expertise is varied and he has earned a number of certifications, including the American Society of Association Executives’ Certified Association Executive and a Certificate in Diversity, Equity and Inclusion in the Workplace from the University of South Florida’s Office of Corporate Training and Professional Education.

Geof previously served as the CEO of the National Association of Personal Financial Advisors, a post he held for nearly a decade. He is a member of the American Society of Association Executives and of the Association Forum. He serves as a volunteer board member for the Association of Frateral Leadership & Values and the Association Forum. Geof earned his Bachelor’s in Government and Politics at the University of Maryland.

Meet the Host

Randy Crabtree, CPA


Randy Crabtree

Randy 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.