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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

28:02

Agentic AI Needs Guardrails, Not Hype | ARC

CPA Trendlines Podcasts ·

2026/09/10

Accountants should demand systems that reveal the work, respect boundaries, and produce results humans can verify.Accounting ARCWith Donny Shimamoto, Liz Mason, and Byron PatrickCenter for Accounting TransformationAgentic AI does not have to replace an accountant to transform accounting. Its more practical role may be far less dramatic — and far more useful.In this episode of the Accounting ARC podcast, Donny Shimamoto, CPA.CITP, CGMA; Liz Mason, CPA; and Byron Patrick, CPA.CITP, explore

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45:50

AI Isn’t Erasing Tax Careers. It’s Rewriting Them | ARC

CPA Trendlines Podcasts ·

2026/09/03

Firms must build new pathways that develop reviewers, judgment and client-facing skills.Accounting ARCWith Donny Shimamoto, Liz Mason, and Byron PatrickCenter for Accounting TransformationArtificial intelligence may not eliminate the entry-level tax professional. But it is dismantling the job that many firms still use to train one.That's the conversation driving a new episode of the Accounting ARC podcast featuring Donny Shimamoto, CPA.CITP, CGMA, founder and managing director of

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45:41

Leah Yoneda: Stop Mistaking Networking for Business...

CPA Trendlines Podcasts ·

2026/09/02

Sustainable growth comes from cultivating trust over time—not collecting contacts, memorizing sales scripts or forcing professionals into uncomfortable networking routines.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchIn this episode of MOVE Like This, Bonnie Buol Ruszczyk sits down with Lea Yoneda, founder and CEO of Golden Ginkgo Group, to explore why so many talented accounting professionals struggle with business development and why the problem often has less to do

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55:53

Erin Pohan: How to Help Your Clients Understand...

CPA Trendlines Podcasts ·

2026/09/02

Connect with your clients: "You're an entrepreneur, I'm an entrepreneur."Full show notes hereThe DisruptorsWith Liz FarrErin Pohan’s firm, Upkeeping, is on a mission “to make accounting relevant and understandable” to all its clients. Pohan describes Upkeeping as “a tax-ready firm” that does everything but tax prep, which they hand off to the clients’ tax professionals. But their hand-off doesn’t stop with providing the tax pro with the information needed for the tax return.MORE Liz Farr |

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35:09

Shelly Weir: Florida CPAs Save Their Licenses. For...

CPA Trendlines Podcasts ·

2026/08/28

FICPA CEO Shelly Weir says the profession survived its most serious deregulation fight yet. The threat isn’t confined to Florida. Full show notes hereGear Up for GrowthWith Jean CaragherFor CPA TrendlinesFlorida CPAs came closer than many realized to losing the regulatory structure behind the CPA license, as a sweeping deregulation drive threatened the state Board of Accountancy and raised the possibility of a credential weakened to the point that “anybody could put those letters behind

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47:18

Blake Carroll: The CPA Exam Isn’t Testing How Smart...

CPA Trendlines Podcasts ·

2026/08/27

PwC consultant and CPA exam coach says success depends less on being the smartest person in the room and more on managing time, building effective habits, and continuing after setbacks.Accounting ConversationsWith Chayton FarleeCenter for Accounting TransformationThe greatest obstacle standing between most CPA candidates and their licenses is not intelligence. It is time. That distinction matters, says Blake Carroll, CPA, a deployment consultant with PwC who helps aspiring CPAs develop the

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31:22

David Podell: The Retirement Plan Provision Most Tax...

CPA Trendlines Podcasts ·

2026/08/24

Solo 401(k)s let you think beyond retirement.Full show notes here.The Concierge CPAWith Jackie MeyerIn this episode of The Concierge CPA, Dr. Jackie Meyer welcomes back David Podell, founder of Business Benefits Consultants, to unravel the evolving world of retirement planning and its strategic value for business owners.MORE Jackie Meyer and The Concierge CPA | MORE CPA Trendlines Streaming NetworkPodell explains the solo 401(k)’s advantages over simpler plans like SEPs or SIMPLEs, dives

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43:45

Jim Metzler: The Profession’s Best Are Walking Away...

CPA Trendlines Podcasts ·

2026/08/21

Firms, not candidates, are to blame for a generation of superstars declining the summons.Show notes hereGear Up for Growthwith Jean Caragherfor CPA TrendlinesFew voices carry more weight on the question of who becomes a partner, and why, than Jim Metzler’s.So when the former AICPA vice president and longtime mentor to emerging firm leaders says the profession’s top performers are hesitating at the threshold of partnership, firm owners would do well to listen.MORE Jean Caragher here | Get

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34:21

Can Gen Z and Boomers Speak the Same Business...

CPA Trendlines Podcasts ·

2026/08/20

As workplace language evolves, effective professionals know their audience and adapt their message.Accounting ARCWith Byron Patrick, Donny Shimamoto and Liz MasonCenter for Accounting TransformationEvery generation enters the workplace speaking a slightly different language.For Generation Z, that language may include phrases such as “delulu,” “mid” and “fire.” For earlier generations, the dated vocabulary might sound different, but the underlying challenge remains familiar: How do people

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39:37

Shannon Stone-Winding: The Workforce Was Built for a...

CPA Trendlines Podcasts ·

2026/08/19

As caregiving responsibilities expand across generations and definitions of family, employers have an opportunity to rethink how work gets done — and keep valuable people in the process.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchIn this episode of MOVE Like This, Shannon Stone-Winding, President and CEO of the Business Alliance of Colleges and Employers (BACE), joins Bonnie Buol Ruszczyk to explore caregiving through a much broader lens: what does it mean for an

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75:28

Randy Johnston: Accounting’s Brave New World of MCPs...

CPA Trendlines Podcasts ·

2026/08/17

If MCPs are the infrastructure, agentic AI is the workforce.Full show notes hereThe DisruptorsWith Liz FarrRandy Johnston has been in accounting technology longer than many of today’s practitioners have been alive. With more than 50 years in the field, and a hand in designing everything from IBM ThinkPads to Excel’s PivotTables, he has seen more technological revolutions than he can easily count. He even wrote AI code in 1975 in Lisp. Through it all, he has remained true to a singular

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39:42

Mark Koziel: The End of Accounting as We Know It |...

CPA Trendlines Podcasts ·

2026/08/14

Koziel Calls for a New CPA Firm Model. Show notes hereGear Up for Growthwith Jean Caragherfor CPA TrendlinesMark Koziel is putting the accounting profession on notice: The business model that sustained CPA firms for generations is running out of time.“The hours-times-rate model is a death knell for the profession,” says Koziel, CPA, CGMA, president and CEO of the AICPA and the Association of International Certified Professional Accountants, on Gear Up for Growth, powered by CPA Trendlines

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30:37

Accounting Internships Need an Upgrade | ARC

CPA Trendlines Podcasts ·

2026/08/13

As AI handles more routine work, how do young accountants develop judgment, communication and leadership?Accounting ARCWith Donny Shimamoto and Liz MasonCenter for Accounting TransformationThe accounting internship is due for an upgrade.For decades, internships often give aspiring accountants their first real taste of the profession by dropping them into the work: Learn the process, complete the assignment, survive busy season and figure out the unwritten rules along the way.But as

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39:36

Rachel Farris: The CPA Career Nobody Talks About | ARC

CPA Trendlines Podcasts ·

2026/08/06

The next generation is blending entrepreneurship, AI, and advisory into careers that barely existed a few years ago.Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationFor decades, the accounting profession has followed a familiar script: earn a CPA license, join a firm, climb the ladder and perhaps become a partner.Rachel Farris, CPA, MBA, is proving there is another way.After building a highly specialized tax advisory practice serving U.S. citizens relocating to Puerto

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44:05

Caregiving Isn’t a Side Issue - It’s a Workforce...

CPA Trendlines Podcasts ·

2026/08/05

“Flexibility should be used as a tool for success. It shouldn't be the exception.” MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchIn this episode of MOVE Like This, Mandy Gallagher, lead manager of Women’s Initiatives at the AICPA, joins Bonnie Buol Ruszczyk to discuss why caregiving has become such an important conversation in accounting, what firms may misunderstand about caregivers, and how greater flexibility and support could influence retention and leadership

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48:20

Conference Season Exposes Accounting's Knowledge Gap...

CPA Trendlines Podcasts ·

2026/07/30

From vendor demonstrations to hallway conversations, this year's conference season highlights both excitement and uncertainty across the profession.Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationEvery summer, accounting professionals pack conference centers looking for the next big idea. They attend breakout sessions, visit vendor booths, compare notes with peers and return to their firms with pages of ideas.This year, however, the conversations feel

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24:22

William LeFew, Ph.D.: The Best AI Professionals Think...

CPA Trendlines Podcasts ·

2026/07/23

Technology changes quickly, but critical thinking remains the most valuable skill accountants can develop. Accounting ARCWith Donny ShimamotoCenter for Accounting TransformationArtificial intelligence is changing accounting faster than almost anyone predicted. But according to William LeFew, Ph.D., the professionals who benefit most from AI are not necessarily the ones with the strongest technical skills—they are the ones who know how to think.In this episode of Accounting ARC, Donny

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41:19

Peter McCarroll: Rethink the Ladder | MOVE Like This

CPA Trendlines Podcasts ·

2026/07/22

AI changes how professionals gain experience, forcing teams to reinvent leadership development.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines ResearchArtificial intelligence has dominated conversations throughout the accounting profession, but much of the discussion remains focused on efficiency. In this episode of MOVE Like This, Bonnie Buol Ruszczyk sits down with Peter McCarroll, founder of The AI Accountant and partner at Fuel Accountants, to explore a much bigger question:

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60:51

David Cristello: Growth Breaks Things – and That’s...

CPA Trendlines Podcasts ·

2026/07/21

Build the firm you want by hiring only the best.The DisruptorsWith Liz FarrShow notes hereWhen David Cristello launched Jetpack Workflow in 2016, the market already had plenty of solutions. “Are we too late?” he wondered. But he launched anyway, “and the only reason we launched is because we interviewed so many firms.” These firms told him about the problems with other solutions, and with his founders’ group, he was able to co-create a product that worked.MORE CPA Trendlines Streaming

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34:13

The Feedback Mistake That Costs You Your Best People...

CPA Trendlines Podcasts ·

2026/07/16

Intent, tone and delivery matter just as much as the message itself. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationOne poorly handled conversation can undo months—or years—of trust. In this episode of Accounting ARC, Donny Shimamoto, CPA.CITP, CGMA, Byron Patrick, CPA.CITP, and Liz Mason, CPA, unpack why difficult feedback often fails, how leaders can communicate with greater intention, and what separates constructive coaching from

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