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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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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  |   Wed 23 Jul 2025
Bailey: From Values to Vision: Communicating Culture with Clarity| MOVE Like This

Bailey: From Values to Vision: Communicating Culture with Clarity| MOVE Like This

As language evolves, clarity and authenticity are more important than ever.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesIn this episode of MOVE Like This, host Bonnie Buol Ruszczyk welcom…
00:50:03  |   Wed 23 Jul 2025
Yoss: Kickbacks, Embezzlement, and Lies: What Every Business Leader Needs to Know | Quick Tech Talks

Yoss: Kickbacks, Embezzlement, and Lies: What Every Business Leader Needs to Know | Quick Tech Talks

Don’t be the next victim. Spot--and stop--fraud early.   Quick Tech TalkWith Steve YossCPE TodayOccupational fraud remains one of the most pervasive and costly threats to organizations worldwide—and …
00:02:04  |   Tue 22 Jul 2025
Kapilovich: A Radical Fix for Accounting’s Talent Crisis? Treat People Like People | The Disruptors

Kapilovich: A Radical Fix for Accounting’s Talent Crisis? Treat People Like People | The Disruptors

Accounting must abandon toxic traditions, prioritize people over profits, and rebuild its mentoring culture—or risk losing the next generation entirely. The DisruptorsWith Liz FarrYuri Kapilovich did…
00:46:50  |   Tue 22 Jul 2025
Nicholson, Fox: Exit Planning and the Psychology of Letting Go | Holistic Guide to Wealth Management

Nicholson, Fox: Exit Planning and the Psychology of Letting Go | Holistic Guide to Wealth Management

"No one wants to leave the IRS more than they have to." By Rory Henry CFP®, BFA™For CPA TrendlinesAn estimated 10 to 12 million Boomer-owned businesses are expected to transition over the next decade…
00:44:42  |   Mon 21 Jul 2025
How Accounting Leaders Build Influence Without a Big Four Resume | Accounting Influencers

How Accounting Leaders Build Influence Without a Big Four Resume | Accounting Influencers

...And the 8 emerging leadership paths that can help you rise to the top...Accounting InfluencersWith Rob BrownIn the world of accounting, influence is no longer the exclusive domain of Big Four alum…
00:17:25  |   Sat 19 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  |   Fri 18 Jul 2025
Alex Miller: Marketing Success Depends on Curiosity, Collaboration, and Client Experience | Capstone Conversations

Alex Miller: Marketing Success Depends on Curiosity, Collaboration, and Client Experience | Capstone Conversations

Understanding the full picture delivers higher ROI.Capstone ConversationsBy Jean CaragherFor CPA TrendlinesIn this episode of Capstone Conversations with Jean Caragher of Capstone Marketing, Alex Mil…
00:33:12  |   Fri 18 Jul 2025
True Grit: Recognizing Struggles That Shape Our Successes | ARC

True Grit: Recognizing Struggles That Shape Our Successes | ARC

The ARC team spills their messiest moments and why grit—not perfection—matters most. Accounting ARCWith Byron Patrick, Liz Mason, and Donny ShimamotoCenter for Accounting TransformationIn the latest …
00:54:06  |   Thu 17 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  |   Wed 16 Jul 2025
Art Werner: The Hidden Tax Hike for Accountants in Trump’s “Big Beautiful Bill” | Quick Tax Tip

Art Werner: The Hidden Tax Hike for Accountants in Trump’s “Big Beautiful Bill” | Quick Tax Tip

"Every bill hides a tax increase."Quick Tax TipWith Art WernerCPE TodayTrump’s new “Big Beautiful Bill” might look like a win for taxpayers...but not so fast. For accountants, lawyers, consultants, a…
00:03:53  |   Wed 16 Jul 2025
Stay Employable in the Age of AI | Accounting Influencers

Stay Employable in the Age of AI | Accounting Influencers

Plus, get 20 key takeaways, including life after layoffs.Accounting InfluencersWith Rob BrownAs technology transforms the accounting profession, jobs are being redefined—or eliminated altogether. In …
00:13:36  |   Wed 16 Jul 2025
Yoss: Don't Let a Crash Wreck You| Quick Tech Talks

Yoss: Don't Let a Crash Wreck You| Quick Tech Talks

Back up your data in 10 minutes or less. It could be the most important thing you do today. Quick Tech TalkWith Steve YossCPE TodayIn the latest episode of Quick Tech Talks, you’ll learn why backing …
00:02:05  |   Tue 15 Jul 2025
Martha Yasso: From Wall Street Warrior to Main Street Ally | The Disruptors

Martha Yasso: From Wall Street Warrior to Main Street Ally | The Disruptors

Your real ROI comes from relationships, not spreadsheets. The DisruptorsWith Liz FarrMartha Yasso didn’t just balance billion-dollar books — she watched businesses crumble under them.CPA TRENDLINES C…
00:48:02  |   Tue 15 Jul 2025
Crosby, Johnston: A Human-First, Tech-Forward Future | Holistic Guide to Wealth Management

Crosby, Johnston: A Human-First, Tech-Forward Future | Holistic Guide to Wealth Management

Research shows that money activates more areas of the brain than sex, death, politics, or religion.  By Rory Henry CFP®, BFA™For CPA TrendlinesA recent McKinsey study found that the demand for holist…
00:47:55  |   Mon 14 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  |   Mon 14 Jul 2025
Reza Hooda: Model a 7-Figure Firm in 10Hrs/Week | The Concierge CPA

Reza Hooda: Model a 7-Figure Firm in 10Hrs/Week | The Concierge CPA

Building a firm should provide time, money, and freedom. The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn this conversation, Dr. Jackie Meyer, CPA and Reza Hooda, Coach & Mentor to Accountants …
00:34:17  |   Mon 14 Jul 2025
Deal or No Deal? The P.E. Dilemma for Firms | Accounting Influencers

Deal or No Deal? The P.E. Dilemma for Firms | Accounting Influencers

Leaders must decide whether to follow the money—or protect their independence.Accounting InfluencersWith Rob BrownIn a striking shift that’s redefining the accounting profession, private equity is no…
00:23:55  |   Sat 12 Jul 2025
Kristen Lewis: Growth Strategy that Actually Works  | Capstone Conversations

Kristen Lewis: Growth Strategy that Actually Works | Capstone Conversations

To turn disruption into opportunities, get marketers to the table "early and often."Capstone ConversationsBy Jean CaragherFor CPA TrendlinesKristen Lewis, Managing Director of Marketing for EisnerAmp…
00:29:48  |   Fri 11 Jul 2025
More Admins, Fewer Students, No Plan | ARC

More Admins, Fewer Students, No Plan | ARC

Hosts call out the fiscal dysfunction behind America’s school meltdown.Accounting ARCWith Byron Patrick, and Donny ShimamotoWhen CNBC published a video examining why U.S. public schools are facing se…
00:36:29  |   Thu 10 Jul 2025
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