1. EachPod

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
Share to:
Steve Yoss: Cybersecurity Essentials for Modern Accounting Firms | Quick Tech Talks

Steve Yoss: Cybersecurity Essentials for Modern Accounting Firms | Quick Tech Talks

Stopping cyber threats before they start begins with adopting one essential email habit today.Quick Tech TalkWith Steve YossCPE TodayIn today’s digital age, email continues to be a critical tool for …
00:02:24  |   Mon 03 Mar 2025
Embrace Change or Risk Obsolescence | Accounting Influencers

Embrace Change or Risk Obsolescence | Accounting Influencers

Innovation, AI, and next-gen leaders must successfully adapt to constantly changing landscapes.Accounting Influencerswith Rob BrownThe accounting profession stands at a crossroads, faced with technol…
00:59:00  |   Sat 01 Mar 2025
Bill Sheridan: Why Firms Must Adapt or Be Left Behind | Gear Up For Growth

Bill Sheridan: Why Firms Must Adapt or Be Left Behind | Gear Up For Growth

Focus on your clients...or someone else will.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesBill Sheridan, chief communications officer at the Maryland Association of CPAs, believes CPA firms …
00:36:29  |   Fri 28 Feb 2025
Are We Ready for the Hidden Risks of AI in Accounting? | ARC

Are We Ready for the Hidden Risks of AI in Accounting? | ARC

“Without AI literacy, we’re all at risk.” Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationArtificial intelligence is revolutionizing accounting, au…
00:38:23  |   Thu 27 Feb 2025
Art Werner: Unlock Smart Giving Strategies | Quick Tax Tip

Art Werner: Unlock Smart Giving Strategies | Quick Tax Tip

Make the most of financial contributions.Quick Tax TipWith Art WernerCPE TodayWhen it comes to charitable giving, many people think of writing an annual check to their favorite nonprofit. However, st…
00:01:32  |   Wed 26 Feb 2025
Monique Swansen: Align Firm Values with Services | The Disruptors

Monique Swansen: Align Firm Values with Services | The Disruptors

Do the work that fulfills you.The DisruptorsWith Liz FarrCannabis accounting is not for the faint of heart, says Monique Swansen, owner of Accounting for Green, which provides accounting services to …
00:53:19  |   Tue 25 Feb 2025
Steve Yoss: Training Staff to Recognize Fraud Indicators | Quick Tech Talks

Steve Yoss: Training Staff to Recognize Fraud Indicators | Quick Tech Talks

Engaging staff in proactive fraud detection can be critical in spotting issues early.Quick Tech TalkWith Steve YossCPE TodayFraud detection isn’t just the responsibility of leadership—it’s a team eff…
00:02:19  |   Mon 24 Feb 2025
Amy Vetter: Strategies for Transforming Workplace Culture in Accounting Firms | Gear Up For Growth

Amy Vetter: Strategies for Transforming Workplace Culture in Accounting Firms | Gear Up For Growth

Failure to address corporate climate can critically impact talent recruitment and retention.With Jean CaragherFor CPA TrendlinesAmy Vetter, CEO of the B3 Method Institute, discusses how accounting fi…
00:38:29  |   Fri 21 Feb 2025
The Research Imperative: Why Data Drives Accounting Success| ARC

The Research Imperative: Why Data Drives Accounting Success| ARC

“It’s not about what’s happening today, but about staying ahead of what’s coming next.”  Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting Transformation“Without r…
00:24:42  |   Thu 20 Feb 2025
Art Werner: It’s Not Too Late to Help Clients Reduce Their Tax Burden | Quick Tax Tip

Art Werner: It’s Not Too Late to Help Clients Reduce Their Tax Burden | Quick Tax Tip

Look for silver linings in tough situations.Quick Tax TipWith Art WernerCPE TodayWith tax season in full swing, many accountants are deep in the trenches, sorting through clients’ paperwork and prepa…
00:02:02  |   Wed 19 Feb 2025
Tina McGill: How to Create Lasting Client Impact | The Disruptors

Tina McGill: How to Create Lasting Client Impact | The Disruptors

Meet your clients where they are.The DisruptorsWith Liz FarrWhen Tina McGill, founder of MMAS CPA, transitioned from working as an assistant CFO at a university to public accounting, she first notice…
01:10:30  |   Tue 18 Feb 2025
Steve Yoss: Mastering Excel Integration and Enhanced Productivity | Quick Tech Talks

Steve Yoss: Mastering Excel Integration and Enhanced Productivity | Quick Tech Talks

Level up your skills with powerful lookup formulas.Quick Tech TalkWith Steve YossCPE TodayFor professionals wrestling with massive datasets, finding specific information in Excel can feel like search…
00:02:07  |   Mon 17 Feb 2025
Mark Fritz: Leadership Lessons for Today's World | Accounting Influencers

Mark Fritz: Leadership Lessons for Today's World | Accounting Influencers

"You don’t get to choose the leader you need to be. Your people tell you who you need to be to get the best out of them."Accounting Influencerswith Rob BrownLeadership is in the spotlight like never …
00:26:13  |   Sat 15 Feb 2025
Tim Allen: How Serendipitous Specialization Led to Success | Gear Up for Growth

Tim Allen: How Serendipitous Specialization Led to Success | Gear Up for Growth

Full commitment is critical in niche accounting.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn the world of accounting, niche specialization is often a deliberate strategy. For Tim Allen, C…
00:27:30  |   Fri 14 Feb 2025
Student Turns Tables on Thought Leaders | ARC

Student Turns Tables on Thought Leaders | ARC

In a special episode, student Arpan Grewal asks questions future CPAs and business leaders need answered.Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoIntroducing Special Guest Arpa…
00:47:17  |   Thu 13 Feb 2025
Alan Anderson: Applying JIT Concepts to the Audit Process

Alan Anderson: Applying JIT Concepts to the Audit Process

Reduce audit time by 20% without reducing quality.By Alan Anderson, CPATransforming Audit for the FutureFor most audit firms, the concept of “just in time” means that the audit was completed and the …
00:58:51  |   Wed 12 Feb 2025
Stefan van Duyvendijk: Develop Operational Mindset | The Disruptors

Stefan van Duyvendijk: Develop Operational Mindset | The Disruptors

Don't just check the boxes. Provide benefits.The DisruptorsWith Liz FarrStefan van Duyvendijk, Accounting Operations Evangelist at FloQast, wants accountants in the industry to expand their roles. In…
00:47:40  |   Tue 11 Feb 2025
Steve Yoss: Unlocking Business Insight with Power BIs | Quick Tax Tip

Steve Yoss: Unlocking Business Insight with Power BIs | Quick Tax Tip

Revolutionize how businesses visualize and interpret data.Quick Tech TalkWith Steve YossCPE TodayBusinesses today are moving beyond traditional reporting methods to embrace the transformative potenti…
00:02:37  |   Mon 10 Feb 2025
Jean Caragher: Fire Clients Who Don't Tick Your Boxes | Accounting Influencers

Jean Caragher: Fire Clients Who Don't Tick Your Boxes | Accounting Influencers

Removing clients isn’t just about profitability—it’s a firm-wide morale booster.Accounting Influencerswith Rob BrownWith over 35 years of industry experience, Jean Caragher has witnessed the professi…
00:29:20  |   Sat 08 Feb 2025
Breaking the Billable Hour | Gear Up For Growth

Breaking the Billable Hour | Gear Up For Growth

Firms that price for time rather than value are holding themselves back. Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesFor decades, accountants have relied on billable hours, tracking time sp…
00:49:37  |   Fri 07 Feb 2025
Disclaimer: The podcast and artwork embedded on this page are the property of CPA Trendlines. This content is not affiliated with or endorsed by eachpod.com.