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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

1:19

Go PRO: Get full sitewide access with today's best offer

CPA Trendlines Podcasts ·

2025/07/29

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, strategies, and tools designed just for YOU!See today 's best PRO offers here.Get exclusive access – Over 10,000 articles, tools, and expert guidance—keeping you ahead of the curve in practice management, growth, and industry trends.Enjoy VIP perks – Be the first to get new content, receive special

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62:29

Dickerson: From Diagnosis to Disruption: How a Health...

CPA Trendlines Podcasts ·

2025/07/29

Legacy firms may value tenure, but firms of the future prioritize impact, innovation, and client fit. The DisruptorsWith Liz FarrFor most CPAs, the road to partner is long and narrow—often paved with decades of grueling hours and delayed ownership. But Aaron Dickerson, founder of Dickerson CPA in Austin, Texas, had no interest in waiting 20 years to earn a seat at the table. CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors MORE STREAMING: Kapilovich: Treat People Like

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43:22

Bryant, Crabtree: Building Your Best Firm: Why...

CPA Trendlines Podcasts ·

2025/07/28

Only firms embracing culture, collaboration, and client impact will survive the next era. By Rory Henry CFP®, BFA™For CPA TrendlinesThe traditional CPA firm model is at a major crossroads. With an aging leadership base, evolving client expectations, and growing private equity interest, firms must rethink how they operate—or risk falling behind. MORE Rory Henry and The Holistic Guide to Wealth Management BUY the Holistic Guide to Wealth Management “Many firms are still stuck in outdated

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14:16

Half of Accounting Leaders Will Be Irrelevant in 3...

CPA Trendlines Podcasts ·

2025/07/26

Private equity is redefining influence, and only agile, change-ready professionals will survive.Accounting InfluencersWith Rob BrownIn the next 36 months or so, nearly half of accounting leaders could find themselves labeled as legacy problems. That’s the stark prediction in the latest episode of Accounting Influencers, where host Rob Brown unpacks how private equity is fundamentally reshaping the rules of leadership, authority, and influence in the profession. MORE Accounting Influencers

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1:19

Go PRO!

CPA Trendlines Podcasts ·

2025/07/25

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, strategies, and tools designed just for YOU! Get exclusive access to over 7,000 articles, tools, and expert analyses—keeping you ahead of the curve in practice management, growth, and industry trends! Enjoy VIP perks! Be the first to get new content, receive special handling on orders, and unlock

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34:02

Ruszczyk: Listen to Your Marketers and Let Them Lead...

CPA Trendlines Podcasts ·

2025/07/25

Differentiation, confidence, and connection can transform firms.Capstone ConversationsBy Jean CaragherFor CPA TrendlinesBonnie Buol Ruszczyk, founder of BBR Companies and one of the accounting profession’s most respected marketing strategists, joined Jean Caragher for a compelling episode of Capstone Conversations—this time as a newly inducted member of the Association for Accounting Marketing Hall of Fame.Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The

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49:36

Students Challenge Accounting's Traditional Career...

CPA Trendlines Podcasts ·

2025/07/24

Emerging professionals and a Gen X CFO explore mentorship, curiosity, and why success no longer wears a suit and tie.Accounting ARCWith Arpan Grewal and Chayton FarleeCenter for Accounting TransformationWhen you think of accounting, do you picture spreadsheets and number crunchers locked in back offices? Think again.In a special student-led edition of the Accounting ARC podcast, high school senior and Center for Accounting Transformation intern Arpan Grewal joins college accounting student

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3:15

Werner: What the "Big Beautiful Bill" Really Means...

CPA Trendlines Podcasts ·

2025/07/23

SALT changes may not be as sweet as clients think.Quick Tax TipWith Art WernerCPE TodayTax guru Art Werner doesn’t pull punches—and when it comes to the state and local tax (SALT) deduction limits in the proposed “Big Beautiful Bill,” he’s sounding the alarm for tax pros across the country.“This was the one area under the Tax Cuts and Jobs Act that had the most screaming going on,” Werner says, referencing the uproar he witnessed during live lectures in high-tax states like New York and

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1:19

Go PRO: Get full sitewide access with today's best offer

CPA Trendlines Podcasts ·

2025/07/23

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, strategies, and tools designed just for YOU!See today 's best PRO offers here.Get exclusive access – Over 10,000 articles, tools, and expert guidance—keeping you ahead of the curve in practice management, growth, and industry trends.Enjoy VIP perks – Be the first to get new content, receive special

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50:03

Bailey: From Values to Vision: Communicating Culture...

CPA Trendlines Podcasts ·

2025/07/23

As language evolves, clarity and authenticity are more important than ever.MOVE Like ThisWith Bonnie Buol RuszczykFor CPA TrendlinesIn this episode of MOVE Like This, host Bonnie Buol Ruszczyk welcomes Cass Bailey, CEO of Slice Communications, for an insightful discussion on how firms—especially those in professional services—can effectively communicate their organizational values in a way that resonates in today’s polarized environment. With deep experience in public relations, crisis

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2:04

Yoss: Kickbacks, Embezzlement, and Lies: What Every...

CPA Trendlines Podcasts ·

2025/07/22

Don’t be the next victim. Spot--and stop--fraud early. Quick Tech TalkWith Steve YossCPE TodayOccupational fraud remains one of the most pervasive and costly threats to organizations worldwide—and many companies may be underestimating the risk. A recent Quick Tech Talks episode delves into key findings from the Association of Certified Fraud Examiners' (ACFE) 2024 Report to the Nations, uncovering the mechanics behind the world’s most common types of fraud and the staggering financial

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46:50

Kapilovich: A Radical Fix for Accounting’s Talent...

CPA Trendlines Podcasts ·

2025/07/22

Accounting must abandon toxic traditions, prioritize people over profits, and rebuild its mentoring culture—or risk losing the next generation entirely. The DisruptorsWith Liz FarrYuri Kapilovich didn’t set out to become #TheFunCPA. It started as a casual hashtag when he shared photos from buses and bikes, but it stuck—especially after a networking event where attendees misread his booth sign and started calling him “The Funk PA.” The nickname became a brand, but it also reflects his deeper

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44:42

Nicholson, Fox: Exit Planning and the Psychology of...

CPA Trendlines Podcasts ·

2025/07/21

"No one wants to leave the IRS more than they have to." By Rory Henry CFP®, BFA™For CPA TrendlinesAn estimated 10 to 12 million Boomer-owned businesses are expected to transition over the next decade. That’s a massive wave of planning, liquidity events, and legacy questions. Yet experts say most owners don’t engage advisors until they’re well into the deal process.MORE Rory Henry and The Holistic Guide to Wealth Management BUY the Holistic Guide to Wealth Management “By the time they

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17:25

How Accounting Leaders Build Influence Without a Big...

CPA Trendlines Podcasts ·

2025/07/19

...And the 8 emerging leadership paths that can help you rise to the top...Accounting InfluencersWith Rob BrownIn the world of accounting, influence is no longer the exclusive domain of Big Four alumni or Ivy League pedigrees. Each December, Accounting Today releases its Top 100 Most Influential People list, highlighting leaders who shape the profession. The surprising truth behind many of these selections? Over 70% started from modest beginnings, without elite credentials, but with a clear

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1:19

Go PRO: Get full sitewide access with today's best offer

CPA Trendlines Podcasts ·

2025/07/18

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, strategies, and tools designed just for YOU!See today 's best PRO offers here.Get exclusive access – Over 10,000 articles, tools, and expert guidance—keeping you ahead of the curve in practice management, growth, and industry trends.Enjoy VIP perks – Be the first to get new content, receive special

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33:12

Alex Miller: Marketing Success Depends on Curiosity,...

CPA Trendlines Podcasts ·

2025/07/18

Understanding the full picture delivers higher ROI.Capstone ConversationsBy Jean CaragherFor CPA TrendlinesIn this episode of Capstone Conversations with Jean Caragher of Capstone Marketing, Alex Miller, marketing manager at Lanigan Ryan and the Association for Accounting Marketing’s 2025 Volunteer of the Year, shares powerful insights about the evolving role of marketers in accounting firms. Her two top takeaways? Curiosity and collaboration drive career success, and client experience and

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54:06

True Grit: Recognizing Struggles That Shape Our...

CPA Trendlines Podcasts ·

2025/07/17

The ARC team spills their messiest moments and why grit—not perfection—matters most. Accounting ARCWith Byron Patrick, Liz Mason, and Donny ShimamotoCenter for Accounting TransformationIn the latest episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Liz Mason, CPA; and Byron Patrick, CPA.CITP, CGMA, lay down their professional armor to explore one central theme: grit—what it means, when it matters, and how it shows up in real life. MORE Accounting ARC: More Admins, Fewer

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1:19

Go PRO: Get full sitewide access with today's best offer

CPA Trendlines Podcasts ·

2025/07/16

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, strategies, and tools designed just for YOU!See today 's best PRO offers here.Get exclusive access – Over 10,000 articles, tools, and expert guidance—keeping you ahead of the curve in practice management, growth, and industry trends.Enjoy VIP perks – Be the first to get new content, receive special

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3:53

Art Werner: The Hidden Tax Hike for Accountants in...

CPA Trendlines Podcasts ·

2025/07/16

"Every bill hides a tax increase."Quick Tax TipWith Art WernerCPE TodayTrump’s new “Big Beautiful Bill” might look like a win for taxpayers...but not so fast. For accountants, lawyers, consultants, and other professional service providers, it could bring a stealthy tax hike.Click here for more Art WernerIn this episode of Quick Tax Tip, expert Art Werner unpacks how this proposed legislation may change the way accountants—and other professionals—get taxed. The bottom line? If you’re part of

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13:36

Stay Employable in the Age of AI | Accounting...

CPA Trendlines Podcasts ·

2025/07/16

Plus, get 20 key takeaways, including life after layoffs.Accounting InfluencersWith Rob BrownAs technology transforms the accounting profession, jobs are being redefined—or eliminated altogether. In this episode of Accounting Influencers, host Rob Brown unpacks the wave of layoffs sweeping through the Big Four and leading software providers and what it means for the future of accounting careers.MORE Accounting Influencers with Rob Brown Layoffs at PwC, EY, Deloitte, KPMG, and Intuit are a

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