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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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Allan Koltin: How Small Firms Battle PE-Powered Competitors | Gear Up for Growth

Allan Koltin: How Small Firms Battle PE-Powered Competitors | Gear Up for Growth

Gear Up for GrowthWith Jean CaragherFor CPA Trendlines“More than half of the CPA firms in the country won't qualify to be part of private equity,” says Allan Koltin, CEO of Koltin Consulting, appeari…
00:38:43  |   Fri 23 Aug 2024
Art Werner: Estate Planning For Non-Traditional Clients | Quick Tax Tip

Art Werner: Estate Planning For Non-Traditional Clients | 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…
00:01:37  |   Thu 22 Aug 2024
Steve Yoss: Charting, Graphing, and Mapping Data Made Easy | Quick Tech Talk

Steve Yoss: Charting, Graphing, and Mapping Data Made Easy | 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 22 Aug 2024
Ingrid Edstrom: True Wealth is Not Financial | The Disruptors

Ingrid Edstrom: True Wealth is Not Financial | The Disruptors

Work-life balance means integrating work and life so that the work we choose to do expresses who we want to be in the world.The DisruptorsWith Liz FarrIngrid Edstrom wants accounting to be not just a…
00:53:34  |   Thu 22 Aug 2024
AI Will Steal Your Job. And That's a Good Thing | Accounting ARC

AI Will Steal Your Job. And That's a Good Thing | Accounting ARC

Accounting ARCWith Liz Mason, Byron Patrick and Donny ShimamotoCenter for Accounting TransformationFew industries are poised for a dramatic transformation as accounting in the rapidly advancing world…
00:33:24  |   Wed 21 Aug 2024
Caleb Jenkins: Firm Growth Requires Owners to Shift Roles

Caleb Jenkins: Firm Growth Requires Owners to Shift Roles

Leave the stone age behind. Join the new paradigm.The DisruptorsWith Liz FarrWhen Caleb Jenkins was eight, he started selling cookies to his dad’s firm during tax season. His dad told him, “For me to…
00:42:34  |   Thu 15 Aug 2024
Steve Yoss, Quick Tech Talk: Connect, Transform, and Analyze Data Like a Pro with Power Query Basic

Steve Yoss, Quick Tech Talk: Connect, Transform, and Analyze Data Like a Pro with Power Query Basic

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…
00:02:08  |   Thu 15 Aug 2024
The Right Kind of Lazy: Innovative Approaches to Streamlining Workflows | Accounting ARC

The Right Kind of Lazy: Innovative Approaches to Streamlining Workflows | Accounting ARC

ARC hosts discuss redefining efficiency in the accounting profession and when it pays to 'slack off.'  Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting Transforma…
00:31:29  |   Wed 14 Aug 2024
Accountants in Pop Culture: Myths, Realities, and Stereotypes - Accounting ARC

Accountants in Pop Culture: Myths, Realities, and Stereotypes - Accounting ARC

From "The Office" to "Parks and Recreation," listen in on how TV and movies shape our view of accountants.Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting Transfo…
00:24:53  |   Thu 08 Aug 2024
Jody Grunden: Be Different. Make More Money.

Jody Grunden: Be Different. Make More Money.

Prove the naysayers wrong.The DisruptorsWith Liz FarrIn 2013, Jody’s firm, Summit Virtual CFO, became one of the first financial firms in the world to go fully remote. At the same time, they narrowed…
00:56:34  |   Sat 03 Aug 2024
Dawn Brolin: Grow Your Firm By Shrinking It

Dawn Brolin: Grow Your Firm By Shrinking It

Make life at work better for yourself, your team, and your clients.The DisruptorsWith Liz FarrDawn Brolin, CPA, CFE, intentionally shrank her firm, Powerful Accounting, from 11 to three team members,…
01:18:20  |   Fri 02 Aug 2024
Chris Hervochon: Be the Leader You Want to Work For

Chris Hervochon: Be the Leader You Want to Work For

Build a firm for your tribe.The DisruptorsWith Liz FarrChris Hervochon is building his firm, Better Way CPA, “in a very specific way, for our tribes.” He explains, “Not everyone needs to be our custo…
00:55:59  |   Fri 02 Aug 2024
Accounting ARC: Exploring AI's Role in Modern Accounting

Accounting ARC: Exploring AI's Role in Modern Accounting

Stringent ethical oversight and proactive regulation are needed as AI becomes more integrated into daily life.Accounting ARCWith Donny Shimamoto and Liz MasonCenter for Accounting TransformationHosts…
00:31:27  |   Thu 01 Aug 2024
Archos Advisors: A Structured Approach to Change Management

Archos Advisors: A Structured Approach to Change Management

Innovation InsightsCenter for Accounting TransformationWith Donny ShimamotoCenter for Accounting TransformationManaging change effectively is crucial for organizational success in a rapidly evolving …
00:39:55  |   Thu 01 Aug 2024
Rosenbloom: Don't Merge for the Money

Rosenbloom: Don't Merge for the Money

Merge to make a better business.The DisruptorsWith Liz FarrIra Rosenbloom has worked in the M&A area with accounting firms for years, but things are changing today. The community of buyers is shrinki…
01:01:22  |   Tue 30 Jul 2024
Quick Tech Talks with Steve Yoss: Automation for Accountants

Quick Tech Talks with Steve Yoss: Automation for Accountants

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 CPA Trendlines here: https://cpa.click/steve-yossStarti…
00:02:47  |   Mon 29 Jul 2024
150 Hours Revisited: The Profession Needs a Facelift

150 Hours Revisited: The Profession Needs a Facelift

What if pipeline issues aren't related to education or experience, but rather just image?With Steven SacksThe NEW Fundamentals: Thriving in DisruptionWhile firms and accountants continue to lament st…
00:15:08  |   Sun 28 Jul 2024
Accounting ARC: Where in the World Are You Seeing This?

Accounting ARC: Where in the World Are You Seeing This?

From bullet trains to ski slopes, accountants embrace the freedom of remote work. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting TransformationIn an era where…
00:44:31  |   Sat 27 Jul 2024
Adam Lean: Get Out of the Accountant’s Trap

Adam Lean: Get Out of the Accountant’s Trap

Be unstoppable without sacrificing your soul.The DisruptorsWith Liz FarrLike many of today’s younger accountants, Adam Lean didn’t want to be relegated to the back office recording history and focuse…
01:04:53  |   Tue 23 Jul 2024
Vimal Bava: Grow in Your Journey; Don’t Just Go Through It

Vimal Bava: Grow in Your Journey; Don’t Just Go Through It

Humans are the most advanced supercomputers, but there’s no user manual.The DisruptorsFrom the CPA Trendlines networkWith Liz Farr Like many who start out in public accounting, Vimal Bava didn’t init…
00:37:26  |   Tue 23 Jul 2024
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