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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 09 Jul 2025
Art Werner: Use This Window Wisely | Quick Tax Tip

Art Werner: Use This Window Wisely | Quick Tax Tip

...Before year-end chaos returns...Quick Tax TipWith Art WernerCPE TodayBusy season is behind us. Year-end reporting deadlines haven’t hit yet. That makes right now the sweet spot for strategic clien…
00:02:30  |   Wed 09 Jul 2025
BPM CEO Jim Wallace: Cracking the Code on Inclusion | MOVE Like This

BPM CEO Jim Wallace: Cracking the Code on Inclusion | MOVE Like This

“You can have inclusion without belonging, but it’s not going to stick. People need to feel they matter.”MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesIn this episode of MOVE Like This, ho…
00:44:03  |   Wed 09 Jul 2025
Yoss: You Need a REAL Data Backup Plan - Right Now | Quick Tech Talks

Yoss: You Need a REAL Data Backup Plan - Right Now | Quick Tech Talks

A brief disruption could cost you thousands. A complete failure could cost you everything.Quick Tech TalkWith Steve YossCPE TodayIn the digital era, your data is your most valuable asset. Whether you…
00:02:05  |   Tue 08 Jul 2025
Jackie Meyer: Tax Planning in 90 Seconds? Believe It | The Disruptors

Jackie Meyer: Tax Planning in 90 Seconds? Believe It | The Disruptors

Boundaries, balance, and tech-powered efficiency are key to more fulfilling work. The DisruptorsWith Liz FarrJackie Meyer envisions a future where every taxpayer “has some kind of democratized access…
00:45:27  |   Tue 08 Jul 2025
DiJoseph and Mazabel: Estate Planning Is the New Advisory Service Power Play | Holistic Guide to Wealth Management

DiJoseph and Mazabel: Estate Planning Is the New Advisory Service Power Play | Holistic Guide to Wealth Management

Connecting the dots between behavior, legacy, and tax strategy unlocks greater trust—and stronger returns—for clients.By Rory Henry CFP®, BFA™For CPA TrendlinesIn today’s evolving advice landscape, b…
00:47:04  |   Mon 07 Jul 2025
Chris Papin: A Bold Blueprint for the Modern Firm | The Concierge CPA

Chris Papin: A Bold Blueprint for the Modern Firm | The Concierge CPA

This interdisciplinary approach offers a glimpse into the future of the accounting profession.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn this episode of The Concierge CPA, host Jackie Mey…
00:30:04  |   Mon 07 Jul 2025
Nick Huber: From Noise to Noteworthy | Accounting Influencers

Nick Huber: From Noise to Noteworthy | Accounting Influencers

Ditch bland blogs and craft content that actually converts.Accounting InfluencersWith Rob BrownIn this Accounting Influencers episode, Nick Huber—former Financial Times journalist and expert in conte…
00:25:31  |   Sat 05 Jul 2025
Kimberly Ellison-Taylor: Why Small Firms Hold the Key to Accounting’s Talent Crisis | Gear Up For Growth

Kimberly Ellison-Taylor: Why Small Firms Hold the Key to Accounting’s Talent Crisis | Gear Up For Growth

They're not leaving the firm. They're leaving you. Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesWhat’s driving talent out of accounting firms? According to Kimberly Ellison-Taylor, CPA, CGMA…
00:35:10  |   Fri 04 Jul 2025
The Hidden Reason You're Exhausted | ARC

The Hidden Reason You're Exhausted | ARC

Discover the link between triggers, burnout, and the power of saying “not right now.”Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationLet’s be hones…
00:38:42  |   Thu 03 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 02 Jul 2025
Hannah Munro: Real Reasons Change Fails | Accounting Influencers

Hannah Munro: Real Reasons Change Fails | Accounting Influencers

From unclear goals to digital missteps, this episode outlines what it takes to transform with confidence.Accounting InfluencersWith Rob BrownChange isn’t slowing down. It’s speeding up. And according…
00:31:33  |   Wed 02 Jul 2025
Chris Vanover: Audit, Rebranded: Now with 100% Less Misery | The Disruptors

Chris Vanover: Audit, Rebranded: Now with 100% Less Misery | The Disruptors

CPAClub is doing what few dared: killing the billable hour, shrinking the workweek, and proving that audit doesn’t have to suck.The DisruptorsWith Liz FarrPublic accounting has long had a reputation …
00:49:53  |   Tue 01 Jul 2025
Koebnick: Freedom from Federal Taxes? The Tribal Credit That’s Sparking Fireworks in Tax Advisory | The Concierge CPA

Koebnick: Freedom from Federal Taxes? The Tribal Credit That’s Sparking Fireworks in Tax Advisory | The Concierge CPA

This holiday week, advisors are learning how a federally registered tribal credit could mean big tax savings. The Concierge CPAWith Jackie MeyerFor CPA Trendlines As Americans celebrate independence,…

00:40:19  |   Mon 30 Jun 2025
Johnston: Private Equity, Shady Vendors, and Broken Software | Accounting Influencers

Johnston: Private Equity, Shady Vendors, and Broken Software | Accounting Influencers

"We've got a real problem. And no easy fix."Accounting InfluencersWith Rob BrownThe accounting profession is undergoing a seismic shift—and not all of it bodes well for those who value independence, …
00:23:28  |   Sat 28 Jun 2025
Anshul Agrawal: Gain a Competitive Edge Through Direct Ownership Offshoring | Gear Up For Growth

Anshul Agrawal: Gain a Competitive Edge Through Direct Ownership Offshoring | Gear Up For Growth

Get more control, greater flexibility, and a path to smarter growth.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn this episode of Gear Up for Growth, powered by CPA Trendlines, Anshul Agra…
00:35:54  |   Fri 27 Jun 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  |   Thu 26 Jun 2025
What Career Advice Gets Wrong for Gen Z—and How to Fix It | ARC

What Career Advice Gets Wrong for Gen Z—and How to Fix It | ARC

Learn why today’s students want more than titles—and how employers should respond.Accounting ARCWith Arpan Grewal and Harshita MultaniCenter for Accounting TransformationAccounting ARC: Student-Led C…
00:51:27  |   Thu 26 Jun 2025
Embrace the Machines | Accounting Influencers

Embrace the Machines | Accounting Influencers

Forward-thinking firms transform disruption into dominance. Accounting InfluencersWith Rob BrownIn a profession built on precision, trust, and timeless principles, a disruptive force has arrived—and …
00:11:48  |   Wed 25 Jun 2025
Angela Oakley:  Strengths-Based Coaching Fuels Engagement | MOVE Like This

Angela Oakley: Strengths-Based Coaching Fuels Engagement | MOVE Like This

“When people see their strengths clearly for the first time, they feel seen, and that changes everything.”MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesAt Clark Nuber, developing talent is…
00:28:52  |   Wed 25 Jun 2025
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