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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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How Coaching Can Unlock Professional Success| ARC

How Coaching Can Unlock Professional Success| ARC

“Coaching isn’t about fixing people—it’s about helping them unlock their full potential.” Accounting ARCWith Donny Shimamoto.Center for Accounting TransformationFor many accountants, career progressi…
00:30:42  |   Thu 06 Feb 2025
Steve Evans: Why Traditional Hiring Methods Fail | The Disruptors

Steve Evans: Why Traditional Hiring Methods Fail | The Disruptors

Redefine how you hire and develop top accounting talent.The DisruptorsWith Liz FarrIn 2012, Steve Evans’ friend Giles Pearson, a Big Four accountant in New Zealand, needed help. PwC kept making the s…
00:47:55  |   Tue 04 Feb 2025
Steve Yoss: How Powered BI Connects with Data Sources | Quick Tech Talks

Steve Yoss: How Powered BI Connects with Data Sources | Quick Tech Talks

Unlock insights quickly, from QuickBooks to custom systems.Quick Tech TalkWith Steve YossCPE TodayMicrosoft’s Power BI revolutionizes how professionals and businesses interact with their data. This c…
00:02:23  |   Mon 03 Feb 2025
Diversity and Technology Take Center Stage in Accounting Debate | Accounting Influencers

Diversity and Technology Take Center Stage in Accounting Debate | Accounting Influencers

Firms must embrace AI, digital tools, and diversity to remain competitive.Accounting Influencerswith Rob BrownIn the latest episode of Accounting Influencers, an international panel of distinguished …
01:01:05  |   Sat 01 Feb 2025
Kristen Rampe: Accountability and Simplicity in Partner Compensation Drive CPA Firm Growth | Gear Up For Growth

Kristen Rampe: Accountability and Simplicity in Partner Compensation Drive CPA Firm Growth | Gear Up For Growth

“Compensation is one tool, not the tool, to change behaviors and outcomes."Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesKristen Rampe, managing partner of Rosenberg Associates, spotlights tw…
00:33:06  |   Fri 31 Jan 2025
Demystifying Accounting Governance | ARC

Demystifying Accounting Governance | ARC

From State Societies to the AICPA, the hosts shed light on the collaborative ecosystem guiding CPAs. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting Transformat…
00:49:26  |   Thu 30 Jan 2025
Art Werner: Beneficial Ownership and Control | Quick Tax Tip

Art Werner: Beneficial Ownership and Control | Quick Tax Tip

Learn how a 1% owner can wield more power than a 99% shareholder under specific agreements.Quick Tax TipWith Art WernerCPE TodayIn today’s complex regulatory environment, the term "beneficial ownersh…
00:02:31  |   Wed 29 Jan 2025
Roger Knecht: Can You Be an Accountrepreneur? | The Disruptors

Roger Knecht: Can You Be an Accountrepreneur? | The Disruptors

You don’t need all the answers, but you do need to ask the right questions.The DisruptorsWith Liz FarrAbout ten years ago, Roger Knecht, President of Universal Accounting, noticed that while accounta…
01:03:41  |   Tue 28 Jan 2025
Katie Tolin: Listen to What the Market's Telling Us | Capstone Conversations

Katie Tolin: Listen to What the Market's Telling Us | Capstone Conversations

Understanding the story behind the data is critical to success.Capstone ConversationsBy Jean CaragherFor CPA TrendlinesKatie Tolin, a veteran marketing strategist and the driving force behind CPA Gro…
00:24:08  |   Mon 27 Jan 2025
Jennifer Harrity: ESG Unlocks Accounting Opportunities | Gear Up For Growth

Jennifer Harrity: ESG Unlocks Accounting Opportunities | Gear Up For Growth

Uncover how regulations, investor demands, and market expectations are driving organizations to embrace sustainable practices.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn a world where su…
00:37:18  |   Fri 24 Jan 2025
Top 10 Red Flags to Watch for in Accounting Offices | ARC

Top 10 Red Flags to Watch for in Accounting Offices | ARC

Outdated technology, unrealistic billable hours, and "unlimited PTO" among key issues discussed. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationT…
00:25:09  |   Thu 23 Jan 2025
Art Werner: Corporate Transparency Act and FinCEN Reporting | Quick Tax Tip

Art Werner: Corporate Transparency Act and FinCEN Reporting | Quick Tax Tip

Helping clients with these filings isn’t just a responsibility—it’s a chance to enhance your practice and grow your billable hours.Quick Tax TipWith Art WernerCPE TodayToday, tax professionals are na…
00:03:55  |   Wed 22 Jan 2025
Beth Whitworth: Focus on Outcomes Not Hours | The Disruptors

Beth Whitworth: Focus on Outcomes Not Hours | The Disruptors

Stop wearing your hours worked as a badge of honor.The DisruptorsWith Liz FarrA few months ago, Beth Whitworth emailed her remaining legacy 1040 clients, informing them that they would have to move o…
00:57:41  |   Tue 21 Jan 2025
Steve Yoss: Boost Security with MFA | Quick Tech Talks

Steve Yoss: Boost Security with MFA | Quick Tech Talks

Your data has probably already been exposed.Quick Tech TalkWith Steve YossCPE TodayData breaches have become an unfortunate reality in the digital age, and with them, the risk to personal and financi…
00:02:49  |   Mon 20 Jan 2025
Jason Blumer: Serving Your Team Is the Ultimate Leadership Strategy | Gear Up For Growth

Jason Blumer: Serving Your Team Is the Ultimate Leadership Strategy | Gear Up For Growth

Discover why intentionality and clarity are key traits for successful leaders.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesLeadership in accounting firms requires a shift from technical expe…
00:34:10  |   Fri 17 Jan 2025
Private Equity as a Catalyst for Growth | ARC

Private Equity as a Catalyst for Growth | ARC

CEO says private equity isn’t about cost-cutting—it’s about investing in technology and talent.Accounting ARCWith Donny Shimamoto.Center for Accounting TransformationThe accounting profession is evol…
00:31:46  |   Thu 16 Jan 2025
Art Werner: Due Diligence and the IRS Enforcement | Quick Tax Tip

Art Werner: Due Diligence and the IRS Enforcement | Quick Tax Tip

The IRS is increasing scrutiny, and your due diligence must meet the challenge.Quick Tax TipWith Art WernerCPE TodayAs the IRS increases its enforcement efforts fueled by new funding and additional a…
00:03:36  |   Wed 15 Jan 2025
Mike Sylvester: Learn to Say No | The Disruptors

Mike Sylvester: Learn to Say No | The Disruptors

Be blunt. Give your clients the advice they should hear, not what they want to hear. The DisruptorsWith Liz FarrThe talent crunch in accounting isn’t an issue for Mike Sylvester. Last year, 40 accoun…
01:01:19  |   Tue 14 Jan 2025
Jason Staats: It's Time for a Re-Think | Accounting Influencers

Jason Staats: It's Time for a Re-Think | Accounting Influencers

Balancing tech, trust, and innovation.Accounting Influencerswith Rob BrownJason Staats shares insights on balancing innovation, mental health, and technology in today’s profession. Staats, known for …
00:30:58  |   Sat 11 Jan 2025
Steve Yoss: AI's Power in Assurance Services | Quick Tech Talks

Steve Yoss: AI's Power in Assurance Services | Quick Tech Talks

Efficiency meets innovation when you turbocharge audits with AI. Quick Tech TalkWith Steve YossCPE TodayAccountants can leverage AI tools—not just the industry-specific platforms like MindBridge and …
00:02:02  |   Thu 09 Jan 2025
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