CPA Trendlines Podcasts

It's time to abandon outdated models and rethink everything. Accounting Influencers with Rob Brown The accounting profession is standing at a critical juncture. In a powerhouse panel for the Accounting Influencers Podcast , three industry leaders—David Osborne, CEO of Conga and former Caseware chief; Tom Hood, EVP of Business Engagement and Growth at the AICPA; and Katie Thomas, owner and founder...

Firms with client experience programs see 19% higher growth rates, according to ClearlyRated study.  Gear Up for Growth With Jean Caragher For CPA Trendlines Creating a truly differentiated client experience can be the key to standing out in a profession defined by trust, service, and technical excellence. That’s the message from Mitchell Reno, director of client experience at Rehmann, in this epi...

High-net-worth clients are urged to act before the estate tax exemption expires in 2025. Quick Tax Tip With Art Werner CPE Today A key provision of the Tax Cuts and Jobs Act (TCJA) is approaching its expiration date—and Art Werner, J.D., M.S. Tax, is sounding the alarm for advisors and their wealthy clients. In the latest episode of the Quick Tax Tip podcast, Werner explains that the temporarily d...

“I am begging firms: do not let go of your DEI&B initiatives. It is a mistake.” MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In a wide-ranging and deeply personal conversation on the Move Like This podcast, Sandra Wiley, president of Boomer Consulting, shares powerful insights about the evolving culture of the accounting profession and what firms must do to thrive in 2025 and be...

Use AI to work smarter and connect deeper. The Disruptors With Liz Farr Jacob Schroeder, founder of Ascend Consulting, is clear-eyed about artificial intelligence. He doesn’t see it as a silver bullet or a threat. Instead, he sees it as a catalyst that helps accountants get back to what matters most: being human. “AI is not the solution. It's a tool,” Schroeder says. “If you're trying to make AI t...

As the first woman CEO of PICPA, Cryder shares how she’s tackling the CPA pipeline crisis and why it’s time to re-evaluate long-standing licensure rules.   Accounting Influencers with Rob Brown In this episode of Accounting Influencers , Jen Cryder, CPA, CEO of the Pennsylvania Institute of Certified Public Accountants (PICPA), opens up about her unexpected path to leadership, the challenges shapi...

Turn communication breakdowns into trust-building moments.  Transformation Talks With Donny Shimamoto Center for Accounting Transformation In the latest episode of Transformation Talks, host Donny Shimamoto, CPA.CITP, CGMA, leads a powerful discussion on “assumed discrimination”—the cultural collisions that happen when others project bias onto someone’s words or actions.  MORE TRANSFORMATION TALKS...

The retirement planning hack can be a secret weapon for tax-free growth. Quick Tax Tip With Art Werner CPE Today When most people hear “HSA,” they think of medical expenses and high-deductible health plans. But in the latest episode of Quick Tax Tip , tax educator and attorney Art Werner urges tax professionals—and their clients—to look deeper. Click here for more Art Werner In his signature style...

After years in corporate roles, Samantha Hallburn created a firm where people come before profits—and business thrives because of it. The Disruptors With Liz Farr Samantha Hallburn, founder of PBS Accounting and Tax, didn’t set out to be an accountant. After a progression through sales, marketing, HR, PR, and a stint as ops manager for a telecom company, she was working in banking. Her business ow...

“We’re afraid to communicate, we’re afraid to speak up.”  The Concierge CPA With Jackie Meyer For CPA Trendlines In a profession known for long hours and technical precision, Amy Vetter, CPA.CITP, CGMA, CSP, RYT, offers a refreshing message. There’s more to success than climbing the traditional career ladder. More Jackie Meyer The founder of the B3 Method Institute joins Jackie Meyer on The Concie...

"This is your chance to make a real difference." Accounting Influencers with Rob Brown Millions of accountants and bookkeepers are stuck in a cycle of overwork, undercharging, and undervaluation. In this episode of the Accounting Influencers podcast, Adam Lean, CEO and co-founder of TheCFOProject.com , delivers a wake-up call: The compliance model is broken—and the profession must change course to...

PE doesn't have to strip your culture. With Jean Caragher For CPA Trendlines On a recent episode of Gear Up for Growth , powered by CPA Trendlines, Aprio CEO Richard Kopelman offered a behind-the-scenes look at what’s powering his firm’s remarkable trajectory—from a traditional CPA firm to a diversified advisory powerhouse. In conversation with Jean Caragher, president of Capstone Marketing, Kopel...

“Leaders should model respect, not just expect it.”  Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In the age of digital disruption and hybrid work, professional etiquette often feels like an afterthought. But in the latest episode of Accounting ARC, hosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA, ar...

Treat cryptocurrencies like the next dot-com bubble. Quick Tax Tip With Art Werner CPE Today As cryptocurrencies continue to infiltrate everyday investment portfolios and client conversations, seasoned tax educator and CPA Art Werner offers a stark warning to practitioners: “Crypto concerns me—and I think it should concern accountants.”   Click here for more Art Werner In a recent episode of Quick...

“The real question isn’t whether a firm is diverse enough. It's whether the people in that firm feel like they truly belong there.”   MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In this episode of MOVE Like This, host Bonnie Buol Ruszczyk and guest Donny Shimamoto, CPA.CITP, CGMA, explore the complex landscape of diversity, equity, and inclusion (DEI) in the accounting profession,...

Flexible schedules, remote culture, and ‘durable skills’ are reshaping the accounting profession. The Disruptors With Liz Farr The traditional accounting firm model is under pressure—and The Disruptors podcast is highlighting the pioneers who are rewriting the rules. In this episode, host Liz Farr talks with Jean Zick, CEO and co-founder of Juna Financial, about how she’s building a different kind...

"If you're not putting your clients into retirement plans, you're missing one of the biggest value-adds in tax advisory." The Concierge CPA With Jackie Meyer For CPA Trendlines In a recent episode of The Concierge CPA, host Dr. Jackie Meyer welcomes back David Podell, CEO and founder of Business Benefits Consultants, for a deep-dive on retirement strategies that are often overlooked by small busin...

Global accounting leaders call for mindset shifts, better storytelling, and a redefined brand. Accounting Influencers with Rob Brown In this edition of Accounting Influencers, four of the profession’s most prominent voices gather for a candid discussion on the challenges and opportunities facing the accounting world. From evolving business models to deep talent shortages, the conversation explores...

Stop drifting and start leading. Gear Up for Growth With Jean Caragher For CPA Trendlines In a high-stress profession like accounting, intentional growth isn’t just helpful—it’s necessary. In this episode of Gear Up For Growth , business coach and author Matt Criss joins host Jean Caragher to share how accountants can build resilience, reflection, and renewed purpose by growing with intention. Gea...

From mindful walking to redefining worth, this conversation reveals what it really takes to thrive. Accounting ARC With Arpan Grewal Center for Accounting Transformation In the latest Student-Led Conversations episode of Accounting ARC, high school business student Arpan Grewal steps in as guest host for a raw, reflective episode centered on mental health and resilience. In conversation with Jina...

Small businesses face a storm of tax pressures, but trusted advisors can offer calm amid the chaos. Quick Tax Tip With Art Werner CPE Today In the latest episode of Quick Tax Tip, Art Werner delivers an insightful update for small and midsized business (SMB) owners — many of whom are feeling overwhelmed by a growing list of tax and regulatory pressures. Click here for more Art Werner “I think that...

Provide clients with actionable information they can use to move their businesses forward.   The Disruptors With Liz Farr Back in 2013, before CAS became part of the accounting vernacular, Penny Breslin and Damien Greathead taught a roomful of accountants how to do what Breslin called bookkeeping and back office support, or BOS. “We had 200 accountants sitting in the room wanting to know how to gr...

What once was seen as a tax loophole is now becoming a mainstream strategy for business continuity—if done right. The Concierge CPA With Jackie Meyer For CPA Trendlines The world of business risk has changed drastically since 1986, and so has the way innovative entrepreneurs protect themselves. In a recent episode of The Concierge CPA, host Dr. Jackie Meyer sits down with Van Carlson, founder and...

“Diversity is about building bigger tables, not just filling seats.” Accounting Influencers with Rob Brown As past chair of AICPA and CIMA, Okorie Ramsey represented nearly 700,000 members worldwide. But in his view, leadership isn’t about wielding power—it’s about partnership, innovation, and service to the public.   More Rob Brown In a wide-ranging conversation on the Accounting Influencers podc...

Strategic thinking, curiosity, and innovation can turn traditional marketing roles into firm leadership opportunities. Gear Up for Growth With Jean Caragher For CPA Trendlines In a special episode of Gear Up For Growth, host Jean Caragher hands the mic to guest facilitator Sarah Dobek, president of Inovautus Consulting, to lead an inspiring conversation about career opportunities in accounting mar...