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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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CPA Trendlines - The Center for Accounting Transformation - Accounting ARC - Ep 24_Is Accounting Really STEM?

CPA Trendlines - The Center for Accounting Transformation - Accounting ARC - Ep 24_Is Accounting Really STEM?

Accounting experts debate STEM designation and its implications for the accounting field. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationAs accou…
00:36:53  |   Wed 04 Dec 2024
Tom Wheelwright: If It's Not Fun, Rethink Client Service | Accounting Influencers

Tom Wheelwright: If It's Not Fun, Rethink Client Service | Accounting Influencers

"Good accountants focus on tasks, but great ones focus on outcomes." Accounting Influencerswith Rob BrownWealthAbility founder and veteran CPA Tom Wheelwright dives into the essential strategies for …
00:31:35  |   Sat 30 Nov 2024
Gary Shamis: Strategy Is Easy. Execution Is Key | Gear Up for Growth

Gary Shamis: Strategy Is Easy. Execution Is Key | Gear Up for Growth

Moving beyond a "partner-driven" model is essential to scale operations and continue growth.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesWhile many skills contribute to effective leadership,…
00:31:59  |   Fri 29 Nov 2024
Rose Wang: Where Numbers Meet Strategy and Creativity | Accounting ARC

Rose Wang: Where Numbers Meet Strategy and Creativity | Accounting ARC

Accounting ARCWith Donny Shimamoto.Center for Accounting TransformationAs the accounting profession expands beyond its traditional boundaries, Rose Wang represents a new wave of CPAs who bring strate…
00:27:53  |   Wed 27 Nov 2024
Greg Adams: From Finance to Storytelling | The Disruptors

Greg Adams: From Finance to Storytelling | The Disruptors

Accountants need to write their own stories.The DisruptorsWith Liz FarrGreg Adams believes that accountants' work opportunities have long been underappreciated and misunderstood. When accountants at …
00:54:24  |   Tue 26 Nov 2024
Glen Carmichael: Leadership Sets the Tone for Marketing Success | Capstone Conversations

Glen Carmichael: Leadership Sets the Tone for Marketing Success | Capstone Conversations

Capstone ConversationsBy Jean CaragherFor CPA TrendlinesGlen Carmichael, digital marketing coordinator at YHB CPAs and Consultant, is pushing the firm's newsletter to more than 55,000 recipients, gro…
00:16:47  |   Mon 25 Nov 2024
Gary Shamis: When It Comes to PE, Young Partners Should Proceed Cautiously | Accounting Influencers

Gary Shamis: When It Comes to PE, Young Partners Should Proceed Cautiously | Accounting Influencers

Private equity in accounting could boost firm value, but at what personal cost?Accounting Influencerswith Rob BrownIn a deep dive into private equity’s involvement in accounting, Gary Shamis, CEO of …
00:30:14  |   Sat 23 Nov 2024
Unlocking the Secrets to Smart Growth with Alan Whitman | Gear Up For Growth

Unlocking the Secrets to Smart Growth with Alan Whitman | Gear Up For Growth

"Speed and being nimble are critical to being able to try new things and iterate quickly."Gear Up For GrowthWith Jean CaragherFor CPA TrendlinesAlan Whitman, CEO of ADW Advisory, formerly led Baker T…
00:39:47  |   Fri 22 Nov 2024
TikTok Fraud Exposes Gaps in Financial Literacy | Accounting ARC

TikTok Fraud Exposes Gaps in Financial Literacy | Accounting ARC

Social media users jumped on a Chase ATM “free money” scheme—but the consequences were severe. Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimamoto.Center for Accounting TransformationIn …
00:31:27  |   Wed 20 Nov 2024
Jody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | The Disruptors

Jody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | The Disruptors

Your pricing isn’t aligned with the future, and neither is your business model. Plus: 18 more takeaways.The Disruptors  With Liz Farr  Jody Padar, The Radical CPA, has been pushing for big changes in…
00:58:01  |   Tue 19 Nov 2024
Stacy Dreher: Scaling Marketing Excellence for CPA Firms | Capstone Conversations

Stacy Dreher: Scaling Marketing Excellence for CPA Firms | Capstone Conversations

"Marketing CPA firms in a sea of sameness is challenging, but when you niche down, the possibilities are limitless."By Jean CaragherFor CPA TrendlinesIn the latest episode of Capstone Conversations, …
00:34:17  |   Mon 18 Nov 2024
Bailey Parnell: Why Accountants Must Master Soft Skills in a VUCA World | Accounting Influencers

Bailey Parnell: Why Accountants Must Master Soft Skills in a VUCA World | Accounting Influencers

Having a growth mindset, seeking feedback, and auditing one's skills are essential to continuous learning and development.Accounting Influencerswith Rob BrownBailey Parnell, owner of Skills Camp, emp…
00:31:35  |   Sat 16 Nov 2024
John Higgins: How ChatGPT Can Help CPAs Be Advisors | Gear Up For Growth

John Higgins: How ChatGPT Can Help CPAs Be Advisors | Gear Up For Growth

"Clients want value, and now, with these tools, you can give them more value."Gear Up for GrowthWith Jean CaragherFor CPA Trendlines“AI and ChatGPT-type tools can become your advisory services assist…
00:36:13  |   Fri 15 Nov 2024
Art Werner: Preparing for the Tax Cuts and Jobs Act to Expire | Quick Tax Tip

Art Werner: Preparing for the Tax Cuts and Jobs Act to Expire | Quick Tax Tip

Quick Tax Tip  With Art Werner  CPE Today  As the end of 2024 draws closer, tax advisors and taxpayers should prepare for major changes that could significantly impact tax bills. Art Werner highlight…
00:02:51  |   Thu 14 Nov 2024
How Accounting Pros Own the Stage in Public Speaking | Accounting ARC

How Accounting Pros Own the Stage in Public Speaking | Accounting ARC

From free speeches to paid engagements, thought leaders discuss breaking into the speaking circuit and what they’ve learned along the way.Accounting ARCWith Liz Mason, Byron Patrick, and Donny Shimam…
00:51:32  |   Wed 13 Nov 2024
Greg Kyte: Being a CPA is Like Being the Marie Kondo of Numbers | Accounting ARC

Greg Kyte: Being a CPA is Like Being the Marie Kondo of Numbers | Accounting ARC

Find your unique voice in the profession, and don’t be afraid to innovate. Accounting ARCWith Donny Shimamoto.Center for Accounting TransformationGreg Kyte defies every stereotype of the typical acco…
00:36:36  |   Tue 12 Nov 2024
Rebecca Driscoll: Amplify Reach by Helping Other Firm Owners | The Disruptors

Rebecca Driscoll: Amplify Reach by Helping Other Firm Owners | The Disruptors

The future of accounting will be strategy, communication, analysis, and proactive support. The DisruptorsWith Liz FarrRebecca Driscoll went out on her own at a young age when a partner at the CPA fir…
00:56:27  |   Tue 12 Nov 2024
Becca Johns: How Rea CPAs Is Pushing into Advisory | Capstone Conversations

Becca Johns: How Rea CPAs Is Pushing into Advisory | Capstone Conversations

Challenging the CPA mindset.Capstone Conversations  With Jean Caragher  Rea & Associates is transitioning from a traditional CPA-centric model to a broader advisory role, aiming to offer services suc…
00:27:28  |   Mon 11 Nov 2024
Ed Warren: Have Difficult Conversations to Grow Your Business | Accounting Influencers

Ed Warren: Have Difficult Conversations to Grow Your Business | Accounting Influencers

Prune your existing portfolio to create a revenue pipeline.Accounting Influencerswith Rob BrownEd Warren, a veteran sales executive in the accounting industry, shares expert insights on growing accou…
00:29:24  |   Sat 09 Nov 2024
Rory Henry: Create the Return on Relationship | The Disruptors

Rory Henry: Create the Return on Relationship | The Disruptors

Be a client-centric human in a world of AI and technology. The DisruptorsWith Liz FarrSeveral years ago, Rory Henry asked himself, “Why don’t financial advisors and CPAs work together?” It boggled hi…
00:55:01  |   Tue 05 Nov 2024
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