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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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Lucas LaChance: Revenue Generation through Digital Marketing | Capstone Conversations

Lucas LaChance: Revenue Generation through Digital Marketing | Capstone Conversations

With Jean Caragher  For CPA Trendlines  Lucas LaChance brings an auditor’s eye to marketing as the partner in charge of practice growth at Dallas-based Lane Gorman Trubitt, where he drives digital st…
00:38:33  |   Mon 04 Nov 2024
Reinventing Accounting: A Lawyer’s Perspective on Industry Disruption | Accounting ARC

Reinventing Accounting: A Lawyer’s Perspective on Industry Disruption | Accounting ARC

How nontraditional professionals leverage their skills to bring innovation and growth to the accounting profession. Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationThe accountin…
00:28:16  |   Sun 03 Nov 2024
Kate Johnson: How Accountants Can Grow with Video | Accounting Influencers

Kate Johnson: How Accountants Can Grow with Video | Accounting Influencers

Diversify your revenue streams with video and build a virtual accounting career.Accounting Influencerswith Rob BrownKate Josephine Johnson owns Heritage Business Services, LLC, a virtual bookkeeping …
00:27:30  |   Sat 02 Nov 2024
Revolutionizing Ethics Education in Accounting: Expanding Beyond the Basics | Accounting ARC

Revolutionizing Ethics Education in Accounting: Expanding Beyond the Basics | Accounting ARC

“The difficulty isn’t identifying the ethical decision; it’s making the right choice with difficult implications."Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting…
00:41:17  |   Wed 30 Oct 2024
Mike Maksymiw: Be the Leader You Wish You Had | The Disruptors

Mike Maksymiw: Be the Leader You Wish You Had | The Disruptors

If no one’s complaining that your fees are too high, your fees are too low.The Disruptors.  With Liz Farr. Mike Maksymiw, the leader of Aprio Firm Alliance, hates charge hours as a primary performanc…
01:08:02  |   Tue 29 Oct 2024
Alex Drost: Firms Must Be Scrappy to Compete with PE-Backed Competitors | Gear Up For Growth

Alex Drost: Firms Must Be Scrappy to Compete with PE-Backed Competitors | Gear Up For Growth

As private equity gains momentum in the accounting industry, firms face a decision: embrace external investment or double down on independence.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn…
00:41:33  |   Sun 27 Oct 2024
Donny Shimamoto: Defining Accounting Transformation | Accounting Influencers

Donny Shimamoto: Defining Accounting Transformation | Accounting Influencers

Accounting Influencerswith Rob BrownRob Brown and Donny Shimamoto discuss reform, transformation, and change in the accounting profession at individual accountant and CPA plus practice levels.More Ac…
00:17:34  |   Sun 27 Oct 2024
Bailey Lenart: From Ledger Sheets to Transformational Change | Accounting ARC

Bailey Lenart: From Ledger Sheets to Transformational Change | Accounting ARC

Accountants must adapt to new value measures to remain relevant in a rapidly changing world. Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationJoin host Donny Shimamoto as he chat…
00:40:35  |   Wed 23 Oct 2024
Terrell Turner: Build a Solid Business Showing Up as Yourself | The Disruptors

Terrell Turner: Build a Solid Business Showing Up as Yourself | The Disruptors

Your clients may need a lot of empathy and not just tactical advice. Plus 13 key takeaways.  The DisruptorsWith Liz Farr Terrell Turner started his “journey of doing things differently” on April 1, 2…
01:19:35  |   Tue 22 Oct 2024
Kristen Lewis: The Biggest Challenge Marketing Accounting Firms | Capstone Conversations (Jean Caragher)

Kristen Lewis: The Biggest Challenge Marketing Accounting Firms | Capstone Conversations (Jean Caragher)

Capstone Conversations. Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms.With Jean Caragher.  For CPA Trendlines.  In a business not alway…
00:26:31  |   Mon 21 Oct 2024
Tim Brackney: Don't Blame Private Equity. Blame the Accountants | Accounting Influencers

Tim Brackney: Don't Blame Private Equity. Blame the Accountants | Accounting Influencers

The profession's problems are the profession's own fault.Accounting Influencerswith Rob BrownTim Brackney, CEO of a private equity-backed CPA and advisory firm, is challenging the widespread notion t…
00:31:55  |   Sat 19 Oct 2024
Sarah Cirelli: Launching the 'SWAT' Plan at Grassi CPAs | Capstone Conversations

Sarah Cirelli: Launching the 'SWAT' Plan at Grassi CPAs | Capstone Conversations

Capstone ConversationsInformal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms.With Jean CaragherFor CPA TrendlinesWhen the Covid pandemic hit Gra…
00:31:14  |   Tue 15 Oct 2024
Richard Kopelman: Aprio's Plans for Global Conquest | Accounting Influencers | Part 2 of 2

Richard Kopelman: Aprio's Plans for Global Conquest | Accounting Influencers | Part 2 of 2

From $70 milliion to $450 million: The power of positivity, strategic planning, and going international.Accounting Influencerswith Rob BrownRichard Kopelman, CEO and managing partner of PE-owned Apri…
00:13:25  |   Sat 12 Oct 2024
Richard Kopelman: Inside Aprio's Bold Makeover | Accounting Influencers | Part 1 of 2

Richard Kopelman: Inside Aprio's Bold Makeover | Accounting Influencers | Part 1 of 2

Lessons from dozens of strategic mergers & acquisitions.Accounting Influencerswith Rob BrownRichard Kopelman, CEO and managing partner of PE-owned Aprio, reveals the firm's dramatic transformation an…
00:19:14  |   Sat 12 Oct 2024
Katie Thomas: How to Recruit the Best, Organically | Gear Up For Growth

Katie Thomas: How to Recruit the Best, Organically | Gear Up For Growth

Leveraging social media and other digital platforms allows firms to attract talent without relying on traditional job boards or recruiters.Gear Up for Growth.With Jean Caragher.For CPA Trendlines."Yo…
00:34:11  |   Sat 12 Oct 2024
Election Politics: What CPAs Need to Know about Tax Policies | Accounting ARC

Election Politics: What CPAs Need to Know about Tax Policies | Accounting ARC

How will proposed tax reforms impact businesses and tax professionals in the 2024 election cycle?Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationTh…
00:35:13  |   Wed 09 Oct 2024
How CSR Drives Consumer Behavior with Jeff Joireman | Know-How Korner

How CSR Drives Consumer Behavior with Jeff Joireman | Know-How Korner

Beyond its ethical implications, CSR can bring tangible financial gains.Know-How KornerWith Donny Shimamoto  Center for Accounting TransformationIn this episode of Know-How Korner, we interview Jeff …
00:35:03  |   Thu 03 Oct 2024
Kelly Mann: Be the Bull in the China Shop | The Disruptors

Kelly Mann: Be the Bull in the China Shop | The Disruptors

Stop following SALY. Think about what you are trying to accomplish. Plus 17 key takeaways.The DisruptorsWith Liz Farr Kelly Mann wants firms to stop relying on SALY – same as last year – for everythi…
00:55:55  |   Tue 01 Oct 2024
Korby Boswell: Three Pieces of Advice for CPA Firm Managing Partners | Capstone Conversations

Korby Boswell: Three Pieces of Advice for CPA Firm Managing Partners | Capstone Conversations

Capstone ConversationsWith Jean CaragherFor CPA TrendlinesAccording to Korby Boswell, Adams Brown's senior marketing and growth manager, successful accounting firm marketing lies in effective project…
00:32:58  |   Mon 30 Sep 2024
Kristin Murray & Jennifer Wilson: Best People Practices for Smail Firms | Gear Up For Growth

Kristin Murray & Jennifer Wilson: Best People Practices for Smail Firms | Gear Up For Growth

Balancing growth, profits, culture, and staff retention.Gear Up for Growth. With Jean Caragher. For CPA Trendlines. “Probably no surprise, the greatest challenge to growth in this industry is attract…
00:33:34  |   Fri 27 Sep 2024
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