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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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Terrell Turner: Every CPA Should Think Like an Entrepreneur | Accounting Influencers

Terrell Turner: Every CPA Should Think Like an Entrepreneur | Accounting Influencers

The profession’s future belongs to those who step out of the back room and into the boardroom Accounting Influencerswith Rob BrownTerrell Turner, CPA, co-founder of TLTurner Group, says the accountin…
00:29:18  |   Sat 07 Jun 2025
Carla McCall: Create Leaders from Within | Gear Up For Growth

Carla McCall: Create Leaders from Within | Gear Up For Growth

Self-awareness and self-reflection are key to discovering an authentic leadership style.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn this episode of Gear Up for Growth, host Jean Caragher…
00:33:59  |   Fri 06 Jun 2025
Bonnie Buol Ruszczyk: The Quiet Crisis in Accounting - Losing the People We Need Most | Know-How Korner

Bonnie Buol Ruszczyk: The Quiet Crisis in Accounting - Losing the People We Need Most | Know-How Korner

MOVE’s latest project explores why even high-performing professionals are quietly exiting—and how firms can stop the leak. Know-How KornerWith Amy L. Welch, APR, CAECenter for Accounting Transformati…
00:37:50  |   Thu 05 Jun 2025
Art Werner: Tax-Savvy Compensation with Smart Fringe Benefits | Quick Tax Tip

Art Werner: Tax-Savvy Compensation with Smart Fringe Benefits | Quick Tax Tip

"Pseudo compensation” can reduce taxable income and optimize client outcomes.Quick Tax TipWith Art WernerCPE TodayIn this episode of Quick Tax Tip, tax planning authority Art Werner makes a compellin…
00:01:53  |   Wed 04 Jun 2025
Burn the Boats: The Partnership Model Is Dead | Accounting Influencers

Burn the Boats: The Partnership Model Is Dead | Accounting Influencers

Accounting firms must pivot to CEO-led structures or risk falling behind in the age of private equity and tech transformation.Accounting Influencerswith Rob BrownIn a bold new episode of the Accounti…
00:16:12  |   Wed 04 Jun 2025
Celebrating 100 Episodes of The Disruptors: Paul Dunn - From Standard to Stand Out to Stand For | The Disruptors

Celebrating 100 Episodes of The Disruptors: Paul Dunn - From Standard to Stand Out to Stand For | The Disruptors

This milestone episode proves that accountants can change lives—and legacies—every single day.The DisruptorsWith Liz FarrIn its milestone 100th episode, The Disruptors podcast pulls out all the stops…
01:18:23  |   Tue 03 Jun 2025
Bold Action Urged on Talent, Tech, and Culture| Accounting Influencers

Bold Action Urged on Talent, Tech, and Culture| Accounting Influencers

It's time to abandon outdated models and rethink everything.Accounting Influencerswith Rob BrownThe accounting profession is standing at a critical juncture. In a powerhouse panel for the Accounting …
00:49:42  |   Sat 31 May 2025
Mitchell Reno: Client Experience as a Growth Driver | Gear Up For Growth

Mitchell Reno: Client Experience as a Growth Driver | Gear Up For Growth

Firms with client experience programs see 19% higher growth rates, according to ClearlyRated study. Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesCreating a truly differentiated client experi…
00:30:50  |   Fri 30 May 2025
Art Werner: Wealth Transfer Strategies in a Time of Uncertainty | Quick Tax Tip

Art Werner: Wealth Transfer Strategies in a Time of Uncertainty | Quick Tax Tip

High-net-worth clients are urged to act before the estate tax exemption expires in 2025.Quick Tax TipWith Art WernerCPE TodayA key provision of the Tax Cuts and Jobs Act (TCJA) is approaching its exp…
00:02:49  |   Wed 28 May 2025
Sandra Wiley: Culture, DEI, and the Future of the Accounting Profession | MOVE Like This

Sandra Wiley: Culture, DEI, and the Future of the Accounting Profession | MOVE Like This

“I am begging firms: do not let go of your DEI&B initiatives. It is a mistake.” MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesIn a wide-ranging and deeply personal conversation on the Move…
00:53:59  |   Wed 28 May 2025
Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | The Disruptors

Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | The Disruptors

Use AI to work smarter and connect deeper.The DisruptorsWith Liz FarrJacob Schroeder, founder of Ascend Consulting, is clear-eyed about artificial intelligence. He doesn’t see it as a silver bullet o…
00:59:47  |   Tue 27 May 2025
Jen Cryder: Rewrite the Rules | Accounting Influencers

Jen Cryder: Rewrite the Rules | Accounting Influencers

As the first woman CEO of PICPA, Cryder shares how she’s tackling the CPA pipeline crisis and why it’s time to re-evaluate long-standing licensure rules. Accounting Influencerswith Rob BrownIn this e…
00:28:04  |   Sat 24 May 2025
Paul Dunn: Ditch the Clock, Lead with Heart | Gear Up For Growth

Paul Dunn: Ditch the Clock, Lead with Heart | Gear Up For Growth

Stop billing. Start thrilling.Gear Up for Growth With Jean CaragherFor CPA TrendlinesIn a persuasive new episode of Gear Up for Growth, powered by CPA Trendlines, Paul Dunn – four-time TEDx speaker, …
00:40:49  |   Fri 23 May 2025
Cancel Culture or Curious Culture? You Choose. | Transformation Talks

Cancel Culture or Curious Culture? You Choose. | Transformation Talks

Turn communication breakdowns into trust-building moments. Transformation TalksWith Donny ShimamotoCenter for Accounting TransformationIn the latest episode of Transformation Talks, host Donny Shimam…
00:34:18  |   Thu 22 May 2025
Art Werner: The Hidden Retirement Perk Most Taxpayers Miss | Quick Tax Tip

Art Werner: The Hidden Retirement Perk Most Taxpayers Miss | Quick Tax Tip

The retirement planning hack can be a secret weapon for tax-free growth.Quick Tax TipWith Art WernerCPE TodayWhen most people hear “HSA,” they think of medical expenses and high-deductible health pla…
00:02:40  |   Wed 21 May 2025
Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | The Disruptors

Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | The Disruptors

After years in corporate roles, Samantha Hallburn created a firm where people come before profits—and business thrives because of it.The DisruptorsWith Liz FarrSamantha Hallburn, founder of PBS Accou…
00:54:10  |   Tue 20 May 2025
Amy Vetter: How Professionals Can Reclaim Their Time, Energy, and Purpose | The Concierge CPA

Amy Vetter: How Professionals Can Reclaim Their Time, Energy, and Purpose | The Concierge CPA

“We’re afraid to communicate, we’re afraid to speak up.” The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn a profession known for long hours and technical precision, Amy Vetter, CPA.CITP, CGMA, …
00:39:56  |   Mon 19 May 2025
Adam Lean: Why Accountants Are Stuck—and How to Escape the Trap | Accounting Influencers

Adam Lean: Why Accountants Are Stuck—and How to Escape the Trap | Accounting Influencers

"This is your chance to make a real difference."Accounting Influencerswith Rob BrownMillions of accountants and bookkeepers are stuck in a cycle of overwork, undercharging, and undervaluation. In thi…
00:30:08  |   Sat 17 May 2025
Aprio CEO: Culture and Capital Fuel Firm’s Rapid Growth | Gear Up For Growth

Aprio CEO: Culture and Capital Fuel Firm’s Rapid Growth | Gear Up For Growth

PE doesn't have to strip your culture.With Jean CaragherFor CPA TrendlinesOn a recent episode of Gear Up for Growth, powered by CPA Trendlines, Aprio CEO Richard Kopelman offered a behind-the-scenes …
00:41:59  |   Fri 16 May 2025
The Ultimate Business Hack You’re Probably Ignoring | ARC

The Ultimate Business Hack You’re Probably Ignoring | ARC

“Leaders should model respect, not just expect it.” Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIn the age of digital disruption and hybrid wor…
00:34:20  |   Thu 15 May 2025
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