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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 Finance Business News
Update frequency
every day
Average duration
33 minutes
Episodes
508
Years Active
2018 - 2025
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Episode 28: James Lopiccolo on Selling Service, Not Hours, with Steven Sacks

Episode 28: James Lopiccolo on Selling Service, Not Hours, with Steven Sacks

With Steven Sacks for CPA Trendlines. The accounting profession is "stuck in a rut," says James N. Lopiccolo, founder and managing member of Capocore Professional Advisors, in Lake Orion, Mich. He sa…
00:27:34  |   Tue 06 Apr 2021
Episode 27: David Bergstein on Leveraging Knowledsge, Not Just Process

Episode 27: David Bergstein on Leveraging Knowledsge, Not Just Process

With Steven Sacks To be more competitive, CPAs need to shift their focus from compliance service to process-oriented, value-added work, veteran CPA David Bergstein tells CPA Trendlines. This means w…
00:14:39  |   Sun 28 Mar 2021
Steven Braunstein: Learning How to Lunch Online

Steven Braunstein: Learning How to Lunch Online

Staffing, Recruiting and Retention for the COVID Age. With Richard Rothstein Click here for more by Richard Rothstein Steven Braunstein, managing partner of Snyder Cohn in North Bethesda, Md., talk…
00:14:09  |   Fri 12 Mar 2021
Episode 25: Gary Cokins: Mythbusting Performance Management

Episode 25: Gary Cokins: Mythbusting Performance Management

CPAs and finance leaders have to start asking some really painful questions like, according to Gary Cokins, an internationally recognized expert in performance management, in this interview with Stev…
00:28:25  |   Mon 01 Feb 2021
Frank Stitely on How COVID Changes Recruitment, with Richard Rothstein

Frank Stitely on How COVID Changes Recruitment, with Richard Rothstein

Richard Rothstein and Frank Stitely discuss How COVID Changes Recruiting, for CPA Trendlines.   In this video, Richard Rothstein (Founder of Rothstein Consulting, CMO of Clarity Practice Management)…
00:09:20  |   Tue 05 Jan 2021
Rethinking Workflows in a Work-from-Home World with Ian Vacin of Karbon and Matt Solomon of

Rethinking Workflows in a Work-from-Home World with Ian Vacin of Karbon and Matt Solomon of

Rethinking Workflows in a Work-from-Home World, featuring Ian Vacin, Karbon co-founder, with Matt Solomon, CEO of The Center for Enlightened Business, for CPA Trendlines.
00:08:58  |   Fri 18 Dec 2020
Bill Carroll on The Art & Science of Hiring, with Matt Solomon for CPA Trendlines

Bill Carroll on The Art & Science of Hiring, with Matt Solomon for CPA Trendlines

With Matt Solomon for CPA Trendlines Bill Carroll, CEO of Hoops HR, reveals the three keys to smart hiring for accounting firms, in this conversation with Matt Solomon. "We look at retention in reall…
00:13:56  |   Fri 18 Dec 2020
Blockchain 101 for Business, featuring Jack Shaw

Blockchain 101 for Business, featuring Jack Shaw

Steve Sacks interviews Jack Shaw about the 101 of Blockchain for Business for CPA Trendlines. The Blockchain Basics for Business podcast discusses the elements of the technology, its early beginnin…
00:30:55  |   Fri 04 Dec 2020
David Bergstein - What's a Bot?

David Bergstein - What's a Bot?

David Bergstein, CPA, CITP, CGMA, is a leader in tax and accounting technology issues, and a sought-after speaker, writer, and practitioner. David has been in the accounting industry for many years …
00:11:18  |   Fri 13 Nov 2020
Adam Batchelor & John Higgins - PICPA acquires CPA Crossings, LLC

Adam Batchelor & John Higgins - PICPA acquires CPA Crossings, LLC

Listen in as Adam Batchelor and John Higgins discuss the tectonic shift in the CPE business - PICPA acquiring CPA Crossings, LLC - with Rick Telberg for CPA Trendlines.
00:49:28  |   Sun 18 Oct 2020
Hitendra Patil - Success Factors in the Age of Covid (CAS Webinar)

Hitendra Patil - Success Factors in the Age of Covid (CAS Webinar)

Join Rick Telberg and Hitendra Patil for this informative CAS Webinar, "Success Factors in the Age of Covid".
00:36:46  |   Fri 09 Oct 2020
Robert Fligel: COVID Infects CPA Firm M&A Deals

Robert Fligel: COVID Infects CPA Firm M&A Deals

COVID-19 is putting new pressure on CPA firms to close merger deals, even if it means taking a haircut in the selling price, says Robert Fligel, the legendary New York-based CPA firm mergers-and-acqu…
00:22:28  |   Mon 05 Oct 2020
David Bergstein: Your Competition Isn't Who You think It Is

David Bergstein: Your Competition Isn't Who You think It Is

Steven Sacks, author of The NEW Fundamentals, interviews David Bergstein, who says a perfect storm of emerging technologies, a competitive shakeout in accounting, and COVID-fueled change is creating …
00:33:50  |   Fri 02 Oct 2020
Eileen Kennedy on Managing Client Experience in the Covid Age

Eileen Kennedy on Managing Client Experience in the Covid Age

Creating Customized Client Experiences in the Covid Age, with Eileen Kennedy [in only 30-minutes] Eileen J. Kennedy, CEO of The Kennedy Factor, demonstrates how to create a consistent, exceptional…
00:39:12  |   Sun 16 Aug 2020
Stephen Nelson on Three Hidden Surprises in PPP Loan Forgiveness

Stephen Nelson on Three Hidden Surprises in PPP Loan Forgiveness

And you only have one chance to get it right.     Rick Telberg: Hi, I'm here today with Steve Nelson, CPA of Nelson CPA, managing member. You probably know him best because he's sold five million or …
00:03:49  |   Sun 16 Aug 2020
Judy Trepeck on How to Think Beyond Accounting

Judy Trepeck on How to Think Beyond Accounting

With Steven Sacks   The NEW Fundamentals   Armed with the latest technologies, accountants can do more than ever – faster, better, and cheaper.   But too many accountants are missing the biggest oppo…
00:25:32  |   Thu 13 Aug 2020
Bill Reeb talks with Steven Sacks on Management in the COVID Era

Bill Reeb talks with Steven Sacks on Management in the COVID Era

CPA firms are ill-prepared for the new era of virtual, work-from-home partners and staff, according to Bill Reeb, a leading CPA firm practice consultant, in this conversation with CPA Trendlines cont…
00:32:11  |   Mon 27 Jul 2020
Gabby Luoma on the Covid Crisis

Gabby Luoma on the Covid Crisis

Tax season turns into 'advisory season,' and a whole new niche is born. By CPA Trendlines Research Gabrielle Luoma, long one of the profession's leading innovators, says the future under COVID-19 be…
00:20:42  |   Sun 19 Jul 2020
Katye Maxson-Landis [Cannabis CPA]

Katye Maxson-Landis [Cannabis CPA]

Katye Maxson-Landis: “I have my ethics attorney on speed dial.” With Liz Gold cannabizcpa.pro
00:45:08  |   Thu 12 Sep 2019
Zach Gordon, NYSSCPA Cannabis

Zach Gordon, NYSSCPA Cannabis

By Liz Gold CannaBizCPA.PRO A strong network in cannabis, staying up-to-date on all the moving parts of legislation and reading constantly keeps Zach Gordon, CPA well-informed as co-practice leader …
00:27:44  |   Thu 12 Sep 2019
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