Close this search box.
Upstream Academy logo

Episode 38:

The Thought of Leaving a Profession

Bert Purdy


The Upstream Leader’s Heath Alloway catches up with Bert Purdy, a Financial Services Partner at FORVIS, to talk about the time he almost left public accounting. He shares experiences about what he was going through, why he stayed, and ideas to help others with similar thoughts.

About the Guest

A member of FORVIS’ Financial Services Practice, Bert brings more than 20 years of experience to the clients he serves. He provides a wide range of accounting, audit, and consulting services. Bert works with financial institutions ranging in size from de novo banks to multibillion-dollar institutions.

In addition to his financial statement audit responsibilities, he leads FORVIS’ Community Bank Internal Audit Services Committee, which is responsible for the firm’s internal audit framework for financial institutions. He also leads the St. Louis office’s financial services consulting team, which provides strategic planning services, internal audit services, SOX and FDICIA consulting, internal audit risk assessments, asset liability management reviews, Automated Clearing House audits, and trust audits.

Bert facilitates quarterly CEO, CFO, and Operations & Technology forums and regularly speaks at national, state, and local industry conferences and has been interviewed on several podcasts. He also has written articles for FORVIS and for various national and state industry publications.

He is a 2000 graduate of Harding University, Searcy, Arkansas, with a B.S. degree in accounting.

Highlights / Transcript

In this episode we discuss:
  • The significance of rediscovering your passion.
  • How to make a decision based on where you want to be and not how you feel today.
  • The importance of the word “no.”
  • Lessons learned during the 75 Hard Challenge.
  • How coaching and community can change a person.
  • The role of feeling valued with retention.



Subscription Options