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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. 

Business News Finance News
Update frequency
every day
Average duration
33 minutes
Episodes
512
Years Active
2018 - 2025
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Costin, Mason: Next Gen Won’t Compromise on Belonging| MOVE Like This

Costin, Mason: Next Gen Won’t Compromise on Belonging| MOVE Like This

Prioritize belonging over optics.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesIn this episode of MOVE Like This, Bonnie Buol Ruszczyk speaks with Dr. Claire Costin, CPA (University of Por…
00:53:55  |   Wed 06 Aug 2025
May: From Negative K-1s to National Platform | Big 4 Transparency

May: From Negative K-1s to National Platform | Big 4 Transparency

“CAS gets stronger as tech gets better. The market’s expanding, not shrinking.” Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesIn this episode of Big 4 Transparency, Matthew May, former c…
00:41:22  |   Wed 06 Aug 2025
Yoss: Stronger Cybersecurity Starts with Stronger Internal Controls

Yoss: Stronger Cybersecurity Starts with Stronger Internal Controls

A proactive framework that includes these four steps can help keep your organization safe.Quick Tech TalkWith Steve YossCPE TodayWhether your organization operates out of a small-town office or a glo…
00:02:11  |   Tue 05 Aug 2025
Vilms: Proving the Power of People in a Tech‑Driven World | The Disruptors

Vilms: Proving the Power of People in a Tech‑Driven World | The Disruptors

Listening, translating, and meeting clients where they are is just as important as adopting the latest tech.The DisruptorsWith Liz FarrMichelle Vilms has a perspective that most small business accoun…
01:07:11  |   Tue 05 Aug 2025
Johnson, Lohrfink: Why Estate Planning Is the CPA’s Next Frontier | Holistic Guide to Wealth Management

Johnson, Lohrfink: Why Estate Planning Is the CPA’s Next Frontier | Holistic Guide to Wealth Management

Technology streamlines the process, but strong communication builds the needed relationships.By Rory Henry CFP®, BFA™For CPA TrendlinesResearch shows that 93% of people want estate planning services …
00:41:35  |   Mon 04 Aug 2025
Change Is Hard. Obsolescence Is Worse. | Accounting Influencers

Change Is Hard. Obsolescence Is Worse. | Accounting Influencers

Turn disruption into opportunity and lead with confidence.Accounting InfluencersWith Rob BrownAs disruption reshapes the accounting profession, a harsh reality is emerging: the vast majority of firms…
00:19:35  |   Sat 02 Aug 2025
Forget Buzzwords. Build a CAS Practice That Works. | It's Not Just the Numbers

Forget Buzzwords. Build a CAS Practice That Works. | It's Not Just the Numbers

The debut episode of It’s Not Just the Numbers reveals why half-built CAS divisions fail—and what to do instead.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadIn the inaugural episod…
00:38:06  |   Fri 01 Aug 2025
Weiner: From $300K to $1.3B: Building a National Powerhouse | Gear Up For Growth

Weiner: From $300K to $1.3B: Building a National Powerhouse | Gear Up For Growth

 The longtime leader of Marcum LLP, now Senior Advisor at CBIZ, says the future belongs to those who build, evolve—and admit their mistakes. Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn t…
00:45:13  |   Fri 01 Aug 2025
Speak. Fly. Repeat: The Jet-Set Life of Today’s Accounting Leaders | ARC

Speak. Fly. Repeat: The Jet-Set Life of Today’s Accounting Leaders | ARC

The path to influence in accounting starts with finding your voice—and sharing it on stage. Accounting ARCWith Liz Mason and Donny Shimamoto Center for Accounting TransformationForget the clichés of …
00:37:40  |   Thu 31 Jul 2025
Werner: No Tax on Overtime from 2025-2028? | Quick Tax Tip

Werner: No Tax on Overtime from 2025-2028? | Quick Tax Tip

New tax proposal offers four years of relief for qualified workers, starting retroactively in 2025.Quick Tax TipWith Art WernerCPE TodayDuring his campaign rallies, Donald Trump made repeated promise…
00:03:26  |   Wed 30 Jul 2025
Longobardi: Governance, Growth, and the PE Playbook | Big 4 Transparency

Longobardi: Governance, Growth, and the PE Playbook | Big 4 Transparency

"I had to learn to be a political animal."Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesIn a candid conversation on the Big 4 Transparency show, former CohnReznick CEO Frank Longobardi o…
00:35:58  |   Wed 30 Jul 2025
Yoss: Fraud Costs Big—Here’s How Financial Professionals Can Prevent It | Quick Tech Talk

Yoss: Fraud Costs Big—Here’s How Financial Professionals Can Prevent It | Quick Tech Talk

Even small improvements to internal controls can reduce the average $700,000 loss from financial statement fraud.Quick Tech TalkWith Steve YossCPE TodayFraud isn’t just a nuisance—it’s a multimillion…
00:02:15  |   Tue 29 Jul 2025
Go PRO: Get full sitewide access with today's best offer

Go PRO: Get full sitewide access with today's best offer

Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strateg…
00:01:19  |   Tue 29 Jul 2025
Dickerson: From Diagnosis to Disruption: How a Health Challenge Inspired a New Firm Model | The Disruptors

Dickerson: From Diagnosis to Disruption: How a Health Challenge Inspired a New Firm Model | The Disruptors

Legacy firms may value tenure, but firms of the future prioritize impact, innovation, and client fit. The DisruptorsWith Liz FarrFor most CPAs, the road to partner is long and narrow—often paved with…
01:02:29  |   Tue 29 Jul 2025
Bryant, Crabtree: Building Your Best Firm: Why Ownership, Flexibility, and Empathy Matter More Than Ever | Holistic Guide to Wealth Management

Bryant, Crabtree: Building Your Best Firm: Why Ownership, Flexibility, and Empathy Matter More Than Ever | Holistic Guide to Wealth Management

Only firms embracing culture, collaboration, and client impact will survive the next era. By Rory Henry CFP®, BFA™For CPA TrendlinesThe traditional CPA firm model is at a major crossroads. With an ag…
00:43:22  |   Mon 28 Jul 2025
Half of Accounting Leaders Will Be Irrelevant in 3 Years | Accounting Influencers

Half of Accounting Leaders Will Be Irrelevant in 3 Years | Accounting Influencers

Private equity is redefining influence, and only agile, change-ready professionals will survive.Accounting InfluencersWith Rob BrownIn the next 36 months or so, nearly half of accounting leaders coul…
00:14:16  |   Sat 26 Jul 2025
Go PRO!

Go PRO!

Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strateg…
00:01:19  |   Fri 25 Jul 2025
Ruszczyk: Listen to Your Marketers and Let Them Lead | Capstone Conversations

Ruszczyk: Listen to Your Marketers and Let Them Lead | Capstone Conversations

Differentiation, confidence, and connection can transform firms.Capstone ConversationsBy Jean CaragherFor CPA TrendlinesBonnie Buol Ruszczyk, founder of BBR Companies and one of the accounting profes…
00:34:02  |   Fri 25 Jul 2025
Students Challenge Accounting's Traditional Career Path | ARC

Students Challenge Accounting's Traditional Career Path | ARC

Emerging professionals and a Gen X CFO explore mentorship, curiosity, and why success no longer wears a suit and tie.Accounting ARCWith Arpan Grewal and Chayton FarleeCenter for Accounting Transforma…
00:49:36  |   Thu 24 Jul 2025
Werner: What the

Werner: What the "Big Beautiful Bill" Really Means for SALT Deductions | Quick Tax Tip

SALT changes may not be as sweet as clients think.Quick Tax TipWith Art WernerCPE TodayTax guru Art Werner doesn’t pull punches—and when it comes to the state and local tax (SALT) deduction limits in…
00:03:15  |   Wed 23 Jul 2025
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