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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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Crypto Caution: Be Wary of Digital Assets | Quick Tax Tip

Crypto Caution: Be Wary of Digital Assets | Quick Tax Tip

Treat cryptocurrencies like the next dot-com bubble.Quick Tax TipWith Art WernerCPE TodayAs cryptocurrencies continue to infiltrate everyday investment portfolios and client conversations, seasoned t…
00:03:59  |   Wed 14 May 2025
Donny Shimamoto: Reimagining Diversity and Belonging in the Accounting Profession | MOVE Like This

Donny Shimamoto: Reimagining Diversity and Belonging in the Accounting Profession | MOVE Like This

“The real question isn’t whether a firm is diverse enough. It's whether the people in that firm feel like they truly belong there.” MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesIn this ep…
00:38:54  |   Wed 14 May 2025
Jean Zick: Happy Team Members Lead to Happy Clients | The Disruptors

Jean Zick: Happy Team Members Lead to Happy Clients | The Disruptors

Flexible schedules, remote culture, and ‘durable skills’ are reshaping the accounting profession.The DisruptorsWith Liz FarrThe traditional accounting firm model is under pressure—and The Disruptors …
00:48:38  |   Tue 13 May 2025
David Podell: Use Strategic Retirement Planning to Build Net Worth | The Concierge CPA

David Podell: Use Strategic Retirement Planning to Build Net Worth | The Concierge CPA

"If you're not putting your clients into retirement plans, you're missing one of the biggest value-adds in tax advisory."The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn a recent episode of The…
00:43:24  |   Mon 12 May 2025
The Profession’s Future Amid Talent Gaps, Tech Disruption, and Evolving Business Models | Accounting Influencers

The Profession’s Future Amid Talent Gaps, Tech Disruption, and Evolving Business Models | Accounting Influencers

Global accounting leaders call for mindset shifts, better storytelling, and a redefined brand.Accounting Influencerswith Rob BrownIn this edition of Accounting Influencers, four of the profession’s m…
01:01:04  |   Sat 10 May 2025
Matt Criss: Forget the Grind; Grow Intentionally | Gear Up For Growth

Matt Criss: Forget the Grind; Grow Intentionally | Gear Up For Growth

Stop drifting and start leading.Gear Up for Growth With Jean CaragherFor CPA TrendlinesIn a high-stress profession like accounting, intentional growth isn’t just helpful—it’s necessary. In this episo…
00:31:56  |   Fri 09 May 2025
Resilience, Real Talk, and the Road to Mental Wellness | ARC

Resilience, Real Talk, and the Road to Mental Wellness | ARC

From mindful walking to redefining worth, this conversation reveals what it really takes to thrive. Accounting ARCWith Arpan GrewalCenter for Accounting TransformationIn the latest Student-Led Conver…
00:48:21  |   Thu 08 May 2025
SMBs Are Overwhelmed by Tax Complexity — Here’s What They Need Most | Quick Tax Tip

SMBs Are Overwhelmed by Tax Complexity — Here’s What They Need Most | Quick Tax Tip

Small businesses face a storm of tax pressures, but trusted advisors can offer calm amid the chaos.Quick Tax TipWith Art WernerCPE TodayIn the latest episode of Quick Tax Tip, Art Werner delivers an …
00:02:36  |   Wed 07 May 2025
Beyond the Numbers: Be Your Client's Advocate | The Disruptors

Beyond the Numbers: Be Your Client's Advocate | The Disruptors

Provide clients with actionable information they can use to move their businesses forward. The DisruptorsWith Liz FarrBack in 2013, before CAS became part of the accounting vernacular, Penny Breslin …
01:21:13  |   Tue 06 May 2025
Van Carlson: Why 831(b) Risk Management Strategies Are Gaining Ground | The Concierge CPA

Van Carlson: Why 831(b) Risk Management Strategies Are Gaining Ground | The Concierge CPA

What once was seen as a tax loophole is now becoming a mainstream strategy for business continuity—if done right.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesThe world of business risk has cha…
00:59:47  |   Mon 05 May 2025
Okorie Ramsey: Diversity's About Building Bigger Tables | Accounting Influencers

Okorie Ramsey: Diversity's About Building Bigger Tables | Accounting Influencers

“Diversity is about building bigger tables, not just filling seats.”Accounting Influencerswith Rob BrownAs past chair of AICPA and CIMA, Okorie Ramsey represented nearly 700,000 members worldwide. Bu…
00:27:16  |   Sat 03 May 2025
Marketers to CEOs: The Expanding Role of Growth Leaders in Accounting | Gear Up For Growth

Marketers to CEOs: The Expanding Role of Growth Leaders in Accounting | Gear Up For Growth

Strategic thinking, curiosity, and innovation can turn traditional marketing roles into firm leadership opportunities.Gear Up for Growth With Jean CaragherFor CPA TrendlinesIn a special episode of Ge…
00:50:50  |   Fri 02 May 2025
How Blockchain Could Still Reshape Business and Accounting | ARC

How Blockchain Could Still Reshape Business and Accounting | ARC

Technologies like AI and Web3 could eventually unlock blockchain’s full potential. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIs blockchain de…
00:23:00  |   Thu 01 May 2025
Tricia Bencich: How Mental Load Silently Undermines Career Progress | MOVE Like This

Tricia Bencich: How Mental Load Silently Undermines Career Progress | MOVE Like This

Mental load includes the invisible cognitive effort that goes into even the smallest tasks—and it’s constant.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesIn the latest episode of MOVE Lik…
00:33:28  |   Wed 30 Apr 2025
Art Werner: Lead with Optimism - Even in this Economy | Quick Tax Tip

Art Werner: Lead with Optimism - Even in this Economy | Quick Tax Tip

Despite uncertainties, accountants have an opportunity to lead clients with confidence, expertise, and a forward-looking strategy.Quick Tax TipWith Art WernerCPE TodayIn the latest episode of Quick T…
00:03:56  |   Wed 30 Apr 2025
Dominic Piscopo: Use Salary Transparency for Bargaining Power | The Disruptors

Dominic Piscopo: Use Salary Transparency for Bargaining Power | The Disruptors

"If you can’t afford fair salaries, it’s time to fix your machine—not squeeze your people."The DisruptorsWith Liz FarrLike many accountants, Dominic Piscopo, the founder of Big4Transparency.com, was …
01:01:53  |   Tue 29 Apr 2025
Heidi Henderson: High Impact Tax Strategies Revealed | The Concierge CPA

Heidi Henderson: High Impact Tax Strategies Revealed | The Concierge CPA

Pivotal incentives, like cost segregation studies and energy credits, can revolutionize accounting firm service models.The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn the latest episode of The…
00:48:56  |   Mon 28 Apr 2025
The Year of the Advisor is Here | Accounting Influencers

The Year of the Advisor is Here | Accounting Influencers

"Your top clients are your competitors' top prospects. Are you showing up as their trusted advisor?" Accounting Influencerswith Rob BrownHow well-equipped is the accounting profession to handle rapid…
00:53:29  |   Sat 26 Apr 2025
Wade Clark: Stop Selling; Start Catalyzing  | Gear Up For Growth

Wade Clark: Stop Selling; Start Catalyzing | Gear Up For Growth

Uncover growth hidden in plain sight.Gear Up for Growth With Jean CaragherFor CPA TrendlinesIn the latest Gear Up for Growth, host Jean Caragher, president of Capstone Marketing, sits down with Wade …
00:41:29  |   Fri 25 Apr 2025
What Gen Z Wants from Business | ARC

What Gen Z Wants from Business | ARC

The future is watching.Accounting ARCWith Arpan GrewalCenter for Accounting TransformationIn the latest Student Led Conversations episode of Accounting ARC, high school student Arpan Grewal hosts a d…
00:32:40  |   Thu 24 Apr 2025
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