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CPA Trendlines Podcasts - Podcast

CPA Trendlines Podcasts

Exclusive information. Extraordinary insight.See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends. We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour. 

News Business News Finance
Update frequency
every day
Average duration
33 minutes
Episodes
514
Years Active
2018 - 2025
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Adopt a Continuous Improvement Mindset to Stay Competitive | Accounting Influencers

Adopt a Continuous Improvement Mindset to Stay Competitive | Accounting Influencers

"Embrace change and keep filling your tool belt with the best technology out there."Accounting Influencerswith Rob BrownJim Bourke, a recognized leader in accounting technology and a partner at Withu…
00:30:14  |   Sat 29 Mar 2025
How Top Rainmakers Win Clients | Gear Up For Growth

How Top Rainmakers Win Clients | Gear Up For Growth

Doing great work is no longer enough to ensure client retention.Sponsored by "TurboCharge Your Profits: How to Thrive in the New Economy," by Frank Stitely, CPA, CVA  – See Today’s Special OfferWith …
00:47:34  |   Fri 28 Mar 2025
Why Accountants Must Master Tough Conversations | Transformation Talks

Why Accountants Must Master Tough Conversations | Transformation Talks

“Politics affects tax laws, compliance, and financial decisions. We can’t afford to ignore it."  Transformation TalksWith Donny ShimamotoCenter for Accounting TransformationPolitics and business have…
00:47:39  |   Thu 27 Mar 2025
Tax Turmoil and Opportunity: Breaking Down the Q1 2025 Tax Landscape| Quick Tax Tip

Tax Turmoil and Opportunity: Breaking Down the Q1 2025 Tax Landscape| Quick Tax Tip

What do tax pros need to know about the uncertainty in Washington?Quick Tax TipWith Art WernerCPE TodayWith tax season in full swing, CPAs and tax professionals are juggling client returns and a rapi…
00:31:19  |   Wed 26 Mar 2025
Richard Roppa-Roberts: Collaboration Over Competition | The Disruptors

Richard Roppa-Roberts: Collaboration Over Competition | The Disruptors

Find your community; find your people.The DisruptorsWith Liz FarrRichard Roppa-Roberts created Roundtable Labs by accident.He had just started his consulting firm, Quasar Cowboy, “and I had one spot …
01:18:25  |   Tue 25 Mar 2025
Steve Yoss: Unlock the Power of Data Visualization | Quick Tech Talk

Steve Yoss: Unlock the Power of Data Visualization | Quick Tech Talk

Make smarter decisions with the right data tools in Excel, Power BI, and TableauQuick Tech TalkWith Steve YossCPE TodayData visualization isn’t just about making numbers look good—it’s about telling …
00:01:45  |   Mon 24 Mar 2025
Becky Livingston: How AI Boosts Firm Marketing and Client Engagement | Gear Up For Growth

Becky Livingston: How AI Boosts Firm Marketing and Client Engagement | Gear Up For Growth

Utilize new tech to level up thought leadership and advisory services. Gear Up for Growth With Jean CaragherFor CPA TrendlinesThe latest episode of Gear Up for Growth, hosted by Jean Caragher of Caps…
00:43:47  |   Fri 21 Mar 2025
Is Agentic AI an Accounting Game Changer or Game Ender? | ARC

Is Agentic AI an Accounting Game Changer or Game Ender? | ARC

"We’ve underestimated how quickly AI is changing our profession." Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIn a world where artificial intel…
00:32:38  |   Thu 20 Mar 2025
Art Werner: Maximize Retirement Contributions for 2025 | Quick Tax Tip

Art Werner: Maximize Retirement Contributions for 2025 | Quick Tax Tip

Retirement planning isn't just about saving - it's about strategy. Quick Tax TipWith Art WernerCPE TodayWith tax laws constantly evolving, finding the right balance between financial planning, tax re…
00:03:15  |   Wed 19 Mar 2025
Luke Templin: Lose Your Perfectionist Gene | The Disruptors

Luke Templin: Lose Your Perfectionist Gene | The Disruptors

Don't be afraid to try new ideas or plans--or afraid to fail.The DisruptorsWith Liz FarrLuke Templin believes that CAS – Client Advisory Services – will be the key to success as an accountant in the …
00:49:00  |   Tue 18 Mar 2025
Why Accounting Qualifications Matter More Than Ever | Accounting Influencers

Why Accounting Qualifications Matter More Than Ever | Accounting Influencers

"It’s a five-year degree for accounting versus four years for finance, and finance graduates often earn more."Accounting Influencerswith Rob BrownAs technology reshapes the accounting landscape, prof…
00:46:36  |   Mon 17 Mar 2025
Steve Yoss: Transform Financial Data into Actionable Insights with Power BI | Quick Tech Talk

Steve Yoss: Transform Financial Data into Actionable Insights with Power BI | Quick Tech Talk

Bring complex financial data to life with advanced visualization techniques.Quick Tech TalkWith Steve YossCPE TodayFinancial statements can be difficult for non-accounting professionals to interpret.…
00:02:09  |   Mon 17 Mar 2025
AICPA Leader Outlines the Future of the Profession | Gear Up for Growth

AICPA Leader Outlines the Future of the Profession | Gear Up for Growth

Mark Koziel calls for CPA firm transformation amid industry disruption. Gear Up for GrowthWith Jean CaragherCapstone MarketingMark Koziel, newly appointed president and CEO of the Association of Inte…
00:39:10  |   Fri 14 Mar 2025
What Keeps Accountants in Public Accounting? Research Unpacks Key Retention Factors | Know-How Korner

What Keeps Accountants in Public Accounting? Research Unpacks Key Retention Factors | Know-How Korner

Study finds job embeddedness, not engagement, drives retention.Know-How KornerWith Donny ShimamotoCenter for Accounting TransformationA new study by Dr. Amy Cooper, CPA, CFE, CGMA, an assistant accou…
00:34:11  |   Thu 13 Mar 2025
Ira Rosenbloom: M&A Numbers Are Easy - Culture Fit Is Hard | The Disruptors

Ira Rosenbloom: M&A Numbers Are Easy - Culture Fit Is Hard | The Disruptors

Progressive firms are the key to the future of the profession.The DisruptorsWith Liz FarrThe world of M&A is full of disruption, distraction, and disorientation these days, says Ira Rosenbloom, CEO o…
00:57:32  |   Tue 11 Mar 2025
Steve Yoss: Why CPAs Should Up Their Skills with AI | Quick Tech Talks

Steve Yoss: Why CPAs Should Up Their Skills with AI | Quick Tech Talks

Transform your workday with generative AI and discover practical ways to save time.Quick Tech TalkWith Steve YossCPE TodayGenerative AI tools are revolutionizing how we approach work, offering practi…
00:02:07  |   Mon 10 Mar 2025
Sarah Elliott: How Conscious Leadership Secures Independence

Sarah Elliott: How Conscious Leadership Secures Independence

Leaders must empower others, share leadership, and foster an inclusive culture to ensure long-term success.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn a rapidly evolving profession where…
00:35:02  |   Fri 07 Mar 2025
Building a Thriving Company Against All Odds | ARC

Building a Thriving Company Against All Odds | ARC

“I’d go through cancer again before I’d go back to not having confidence.”Accounting ARCWith Arpan GrewalCenter for Accounting TransformationWhen Kelly Mann left her public accounting job, she had no…
00:33:45  |   Thu 06 Mar 2025
Roman Villard: Ditch the Suit & Create a Firm Where Authenticity Thrives | The Disruptors

Roman Villard: Ditch the Suit & Create a Firm Where Authenticity Thrives | The Disruptors

Dress for the job you want, not the job you have - yes, seriously. The DisruptorsWith Liz FarrTraditional accounting firms are undergoing a seismic shift, and at the forefront of this transformation …
01:03:31  |   Tue 04 Mar 2025
Randy Johnston Unpacks the Opportunities and Risks with AI | Accounting Influencers

Randy Johnston Unpacks the Opportunities and Risks with AI | Accounting Influencers

Adopting these tools will define future success in the profession.Accounting Influencerswith Rob BrownRandy Johnston, a pioneer in fintech and technology for accounting, shares his insights on the ra…
00:31:12  |   Mon 03 Mar 2025
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