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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

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All Episodes

0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/14

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

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56:42

Tom Hood and Lexi Weber: Disrupt Yourself Before...

CPA Trendlines Podcasts ·

2025/10/14

RISE2040 challenges the accounting profession to stop reacting and start shaping its own future.The DisruptorsWith Liz FarrWhat will the future of accounting be like? As listeners to The Disruptors know, I’ve been asking accountants about their predictions for the state of accounting in ten years. However, a new initiative from the AICPA and CIMA, RISE2040, is taking that further by asking accountants worldwide for their vision of accounting in 2040. I recently spoke with Tom Hood,

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/13

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

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25:44

Stacie Kwaiser: Keep Your Best Talent by Living Your...

CPA Trendlines Podcasts ·

2025/10/13

Keep people first, purpose clear, and culture intact.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesIn the latest MOVE Like This, host Bonnie Buol Ruszczyk sits down with?Stacie Kwaiser, CPA, CEO of Rehmann, to discuss her nearly 30-year journey with the firm and the values that continue to shape its culture. Kwaiser reflects on her start in public accounting at Coopers & Lybrand before joining Rehmann, a firm that has since grown to more than 1,100 professionals across 22

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/11

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

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14:32

Stay or Go? Why Accountants Are Rethinking Job...

CPA Trendlines Podcasts ·

2025/10/11

Is the next big opportunity across the street...or right where you already are?Accounting InfluencersWith Rob BrownPost-pandemic, accounting professionals saw record pay increases just for changing employers.However, as economic conditions tighten and median pay raises for job switchers fall from roughly 7% to just over 4%, the calculus is changing. The latest episode of the Accounting Influencers explores this new reality, urging professionals to look beyond paychecks and consider the

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/10

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

en-us

45:13

Jeffrey Weiner: Leadership Lessons from a...

CPA Trendlines Podcasts ·

2025/10/10

Great firms are built, not bought.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn this episode of Gear Up for Growth, host Jean Caragher sits down with Jeffrey Weiner, former CEO and Chairman of Marcum LLP and current Senior Advisor at CBIZ. Weiner shares candid insights from his 40-year leadership journey, explaining how a Long Island accounting firm with seven employees and $300,000 in revenue became a $1.3 billion national powerhouse—before merging with CBIZ. Gear Up for

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/09

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

en-us

0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/09

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. View testimonials. Poe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was

en-us

55:52

Royalties, Residuals, and Reality Checks | ARC-SLC

CPA Trendlines Podcasts ·

2025/10/09

CPAs translate fame into cash flow, contracts, and accountability. Accounting ARC - Student-Led ConversationsWith Harshita MultaniCenter for Accounting TransformationIn a special episode of Accounting ARC: Student-Led Conversations, student host Harshita Multani interviews Jeff Frable, CPA, CGMA, a partner at CCK Strategies in Tulsa, Okla.; Aurmaudra Bradley, CPA, president of the NABA Indianapolis Chapter; and video producer Dave Maresca with the Center for Accounting Transformation and

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/08

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. View testimonials.Poe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was

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44:51

Mike Maksymiw: Walking Away from the Top...And...

CPA Trendlines Podcasts ·

2025/10/08

“Being efficient got me more work, not more money. So I left.” Big 4 TransparencyBy Dominic Piscopo, CPAFor CPA TrendlinesWhen Mike Maksymiw, executive director of the Aprio Firm Alliance, walked away from a $500,000-a-year partner role without another job lined up, he wasn’t chasing a title - he was chasing alignment. In this episode of the Big 4 Transparency, host Dominic Piscopo welcomes Maksymiw back for his second appearance, digging into Aprio’s recent acquisition of the PS+ Alliance,

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60:26

Tony Proctor: Turn Dumb Ideas into Brilliant...

CPA Trendlines Podcasts ·

2025/10/07

Reward curiosity, encourage experimentation, and involve the team in every step of firm transformation.The DisruptorsWith Liz FarrLike many guests on The Disruptors, Tony Proctor didn’t start out as an accountant. His firm, Proctor and Associates, started as a side hustle in 2007 when he was working in IT management. As a testament to the client service focus of his tech-forward firm, his very first paid client remains his customer. “They are actually still on the roster, and so I’m very

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/06

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

en-us

50:23

Dr. Meghaan Lurtz: Financial Psychology Transforms...

CPA Trendlines Podcasts ·

2025/10/06

Normalize money talk, foster belonging, and guide clients toward lives of meaning and well-being.By Rory Henry CFP®, BFA™For CPA TrendlinesSpreadsheets, projections, and tax strategies have long dominated advisory. But as Dr. Meghaan Lurtz of Shaping Wealth explains, the work of advisors goes far beyond the numbers. At its best, our work is about relationships, community, and helping clients solve financial challenges and build lives full of meaning and connection. MORE Rory Henry and The

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/04

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

en-us

15:51

Big 4 Layoffs Reveal New Jobs Reality | Accounting...

CPA Trendlines Podcasts ·

2025/10/04

Industry turbulence opens doors for smaller firms, but only those that clearly define and communicate value.Accounting InfluencersWith Rob BrownBetween June 2023 and September 2024, several of the largest accounting firms announced significant workforce reductions and structural changes. KPMG disclosed a deeper round of auditor layoffs in mid-2023. Grant Thornton cut approximately 3% of its U.S. staff (about 350 employees) in May 2024. In September 2024, PwC announced one of its most

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0:38

Sponsored by Poe Group Advisors: Helping accountants...

CPA Trendlines Podcasts ·

2025/10/03

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by

en-us

42:22

Melancon: Private Equity and the Partnership | Gear...

CPA Trendlines Podcasts ·

2025/10/03

"The accounting profession today is living its golden age, driven by its expanded capabilities."Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn a landmark episode of the Gear Up For Growth podcast, Barry Melancon, CPA, CGMA, the longest-serving CEO in AICPA history, joined host Jean Caragher to share his invaluable insights on the evolution of the accounting profession. After 30 years at the helm of the AICPA, Melancon stepped down at the end of 2024, leaving a profound legacy of

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