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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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Leadership for the Future: Stakeholders, Sustainability, and Strategic Vision | Accounting ARC

Leadership for the Future: Stakeholders, Sustainability, and Strategic Vision | Accounting ARC

Leadership beyond control means empowering others to succeed and, of course, eating last.Accounting ARCWith Byron Patrick and Donny ShimamotoCenter for Accounting TransformationThis episode of Accoun…
00:30:51  |   Wed 25 Sep 2024
Alicia Katz Pollock: Create a Human-Centric Business | The Disruptors

Alicia Katz Pollock: Create a Human-Centric Business | The Disruptors

The DisruptorsWith Liz FarrAlicia Katz Pollock proves that you don’t need an accounting degree or formal bookkeeping training to be a hugely helpful resource for the QuickBooks community.SHOW NOTES h…
00:59:07  |   Tue 24 Sep 2024
Joe Kovacs: Why the Digital Brand Experience is Essential | Capstone Conversations

Joe Kovacs: Why the Digital Brand Experience is Essential | Capstone Conversations

Capstone ConversationsBy Jean CaragherFor CPA TrendlinesThe greatest challenge in marketing CPA firms is understanding the role of technology and how different generations of clients and prospects wa…
00:38:40  |   Mon 23 Sep 2024
Mike Sylvester, Ryan Pulice: The Joys of Firing Bad Clients | Gear Up For Growth

Mike Sylvester, Ryan Pulice: The Joys of Firing Bad Clients | Gear Up For Growth

Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesDemand for tax services emboldens CPAs to fire clients and deliberate about the clients they choose to work with. Two practitioners share their s…
00:37:25  |   Fri 20 Sep 2024
BYU Students Launch TechHub Accounting Ed Platform | Know How Korner

BYU Students Launch TechHub Accounting Ed Platform | Know How Korner

 Know How KornerWith Donny Shimamoto.Center for Accounting TransformationIn a world where technology evolves at lightning speed, staying ahead of the curve is crucial for professionals in any field, …
00:32:20  |   Thu 19 Sep 2024
Nancy McClelland: Be the One Your Clients Ask First | The Disruptors

Nancy McClelland: Be the One Your Clients Ask First | The Disruptors

Rely on your professional network for answers you don't know.The DisruptorsWith Liz FarrNancy McClelland never intended to start a firm, but after leaving a toxic work environment, she took on a few …
01:32:09  |   Tue 17 Sep 2024
Carrie Steffen: The Two New Superpowers Leaders in Accounting Didn't Know They Needed | Capstone Conversations

Carrie Steffen: The Two New Superpowers Leaders in Accounting Didn't Know They Needed | Capstone Conversations

Plus: The marketing myths that plague accounting firms.  Capstone Conversations.  With Jean Caragher  For CPA Trendlines Being a managing partner is tough enough, but now accounting firm leaders must…
00:34:47  |   Mon 16 Sep 2024
Brenda Sleeper: The Journey to the Hall of Fame | Capstone Conversations

Brenda Sleeper: The Journey to the Hall of Fame | Capstone Conversations

Capstone ConversationsInformal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms.With Jean CaragherFor CPA TrendlinesBrenda Sleeper reflects on her …
00:28:02  |   Mon 16 Sep 2024
How to Future-Proof the Accounting Profession | Accounting Influencers

How to Future-Proof the Accounting Profession | Accounting Influencers

Accounting Influencerswith Rob BrownIs the accounting profession facing an identity crisis? Can it adapt to meet the demands of a rapidly changing business landscape? Rob Brown brings together a pane…
00:54:54  |   Sun 15 Sep 2024
Tom Hood: When Your Mindset Is Your Biggest Problem | Gear Up for Growth

Tom Hood: When Your Mindset Is Your Biggest Problem | Gear Up for Growth

Gear Up for GrowthWith Jean CaragherCapstone MarketingInvesting in learning and development is essential for retaining and attracting staff. Developing a curriculum that includes both technical and s…
00:34:10  |   Fri 13 Sep 2024
In-Person Conferences Still Crucial for Accounting Professionals | ARC

In-Person Conferences Still Crucial for Accounting Professionals | ARC

Despite the rise of virtual events, live conferences remain essential for career growth and relationship-building in the accounting industry. Accounting ARCWith Liz Mason, Byron Patrick and Donny Shi…
00:26:36  |   Thu 12 Sep 2024
Alan Whitman: Stop Accepting the Status Quo | The Disruptors

Alan Whitman: Stop Accepting the Status Quo | The Disruptors

The firms that shift from billable hours to value outcomes will win.The DisruptorsWith Liz FarrAlan Whitman wants to break the mold of public accounting. He wants to put an end to the billable hour a…
00:57:31  |   Tue 10 Sep 2024
Bethany Silvis: Success begins with Trust | Capstone Conversations

Bethany Silvis: Success begins with Trust | Capstone Conversations

Capstone ConversationsWith Jean CaragherWhat fun it is speaking with Bethany Silvis, marketing supervisor for Kerkering, Barberio & Co., who was named the Association for Accounting Marketing Rookie …
00:19:09  |   Mon 09 Sep 2024
Joey Havens: The Role Culture Plays in Firm Growth | Gear Up for Growth

Joey Havens: The Role Culture Plays in Firm Growth | Gear Up for Growth

Gear Up for GrowthWith Jean CaragherCapstone Marketing“It's probably impossible to have exponential growth without a strong culture,” says Joey Havens, author of the Amazon bestseller, "Leading with …
00:29:23  |   Fri 06 Sep 2024
Art Werner: Post-Mortem Estate Planning | Quick Tax Tip

Art Werner: Post-Mortem Estate Planning | Quick Tax Tip

Quick Tax TipWith Art WernerCPE TodayArthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd.Werner’s lecture topic specialt…
00:01:28  |   Thu 05 Sep 2024
Steve Yoss: An Accountant's Detailed Guide on Databases, Integration, and Data Sharing | Quick Tech Talk

Steve Yoss: An Accountant's Detailed Guide on Databases, Integration, and Data Sharing | Quick Tech Talk

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today.Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yossSta…
00:01:49  |   Thu 05 Sep 2024
Non-Accountants in Accounting: A Game-Changer for the Profession | ARC

Non-Accountants in Accounting: A Game-Changer for the Profession | ARC

Accounting ARCWith Liz Mason, Byron Patrick and Donny ShimamotoCenter for Accounting TransformationIn this episode of Accounting ARC, Donny Shimamoto, Byron Patrick, and Liz Mason dive into the often…
00:25:47  |   Wed 04 Sep 2024
Sean Duncan: Discover Your Own Genius | The Disruptors

Sean Duncan: Discover Your Own Genius | The Disruptors

There aren’t enough of us to help everyone who needs our help.The DisruptorsWith Liz FarrWhat would work look like if it reflected your passions? “Imagine,” says Sean Duncan, CPA, “if you worked with…
01:16:32  |   Tue 03 Sep 2024
Rubik Yeriazarian: Small Firms, Big Opportunities in Forensics | Accounting ARC

Rubik Yeriazarian: Small Firms, Big Opportunities in Forensics | Accounting ARC

Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationFor many accounting professionals, the Big Four firms represent the pinnacle of success—a destination for those with high aspirat…
00:27:45  |   Thu 29 Aug 2024
Allison Schlegelmilch: Leadership Lessons from Firm Mergers | Capstone Conversations

Allison Schlegelmilch: Leadership Lessons from Firm Mergers | Capstone Conversations

Capstone ConversationsInformal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms.By Jean CaragherFor CPA TrendlinesI was delighted to have a Capston…
00:30:55  |   Mon 26 Aug 2024
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