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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

53:52

Randy Crabtree: Live at the Intersection of Passion...

CPA Trendlines Podcasts ·

2025/06/17

Abandon rigid roles and redefine success on your own terms.The DisruptorsWith Liz FarrRandy Crabtree believes the biggest shift accounting needs isn’t in technology or tax law—it’s in mindset. For decades, the profession has prized consistency and predictability. But in a time of demographic disruption and rapid innovation, Crabtree argues that clinging to “Same As Last Year” thinking is holding the profession back. “We have to embrace change,” he says. “This is a massive opportunity to

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52:13

How to Save $8 Million in Estate Taxes with One...

CPA Trendlines Podcasts ·

2025/06/16

The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn this conversation, Dr. Jackie Meyer and Justin Baker delve into the intricacies of estate tax planning, discussing the current landscape of estate tax exemptions, the role of CPAs in estate tax planning, and the importance of proactive engagement with clients. More Jackie MeyerThey explore the dynamics of unexpected estate tax bills and provide practical examples of how effective planning can lead to significant tax savings. The

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25:51

Brannon Poe: PE Drives Demand--And Change |...

CPA Trendlines Podcasts ·

2025/06/14

What forces are really driving firm sales—and what separates the sellable from the stagnant?Accounting Influencerswith Rob BrownThe great reshuffle in accounting is underway.With three-quarters of the profession approaching retirement age and M&A activity reaching historic highs, many firm owners are asking the same question: What’s my practice worth?Brannon Poe, CPA, founder of Poe Group Advisors, joins the Accounting Influencers Podcast to offer a rare, inside look at how deals are

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1:19

Go PRO!

CPA Trendlines Podcasts ·

2025/06/13

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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45:50

Phil Whitman: No PE? No Problem. How CPA Firms Can...

CPA Trendlines Podcasts ·

2025/06/13

Can CPA firms still stay independent? Yes—but only if they get serious.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn the latest episode of Gear Up for Growth, host Jean Caragher sits down with industry powerhouse Phil Whitman—CEO of Whitman Transition Advisors and founder of C-Suite Impact—to tackle one of the accounting profession’s biggest questions: Can CPA firms still thrive independently in the age of private equity and nonstop M&A?Whitman’s answer? A firm “yes”—but only

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37:48

What Happens in Vegas… Gets Reported on a Tax Return...

CPA Trendlines Podcasts ·

2025/06/12

You can serve brothels, cannabis firms, and poker pros—just don’t cross the legal line.Accounting ARCWith Liz Mason and Byron PatrickCenter for Accounting TransformationAccountants are often seen as the gatekeepers of financial integrity—but what happens when the client operates a strip club, sells cannabis, or works in legal sex work? In the latest episode of Accounting ARC, Liz Mason, CPA, and Byron Patrick,CPA.CITP, CGMA, challenge the idea that “sin” industries are off-limits for

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14:36

Turn Conference Season Into Career Gold | Accounting...

CPA Trendlines Podcasts ·

2025/06/11

Break down the strategy behind smart networking, brand building, and true ROI at live events.Accounting Influencerswith Rob BrownDo you really know how to work a conference?Sure, you’ve been to plenty—shook hands, sat through sessions, grabbed some swag. But in an era when time, travel, and training budgets are tight, attending a conference without a strategy can cost you more than just money. It can cost you momentum.More Rob BrownIn the latest episode of the Accounting Influencers

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43:52

Jennifer Harrity: The Business Case for Doing Good:...

CPA Trendlines Podcasts ·

2025/06/11

“We don’t need a few companies doing everything perfectly, we need everyone doing something. That’s how real change happens.” MOVE Like ThisWith Bonnie Buol RuszcykFor CPA TrendlinesIn this episode of MOVE Like This, Jennifer Harrity, director of Sustainability at Sensiba, talks about how B Corp certification and ESG (Environmental, Social, and Governance) frameworks are reshaping accounting firms from the inside out. Originally Sensiba’s head of marketing, Jennifer pivoted to lead the

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64:28

McClelland and Telka: Women Ready to Rewrite the...

CPA Trendlines Podcasts ·

2025/06/10

Representation isn't symbolic. It’s essential for the profession’s future.The DisruptorsWith Liz FarrAccounting pros Nancy McClelland, CPA, and Questian Telka, EA, are pulling back the curtain on what it really means to be a woman in the accounting world—with all the messy, maddening, and motivating moments that come with it.Their new podcast, She Counts, is more than just a talk show—it’s a movement. Aimed at ending the isolation so many women in accounting face, the show tackles taboo

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53:19

Matt Tait: The Monthly Close Should Be History | The...

CPA Trendlines Podcasts ·

2025/06/09

Peek inside the firm powering real-time finance for 1,000+ companies with just 100 staff. The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn this episode of the Concierge CPA Podcast, Dr. Jackie Meyer interviews Matt Tait, founder and CEO of Decimal, a firm that leverages AI and technology to enhance accounting operations. Matt shares his journey from being a lawyer to creating a client-centric accounting experience, emphasizing the importance of technology in streamlining workflows and

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29:18

Terrell Turner: Every CPA Should Think Like an...

CPA Trendlines Podcasts ·

2025/06/07

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 accounting profession is at a tipping point.In this episode of Accounting Influencers, Turner calls on accountants, bookkeepers, and CFOs to evolve from number-crunchers to strategic decision-makers. "We can no longer sit in the back room," he says. "We’ve got to come to the front line and get involved

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33:59

Carla McCall: Create Leaders from Within | Gear Up...

CPA Trendlines Podcasts ·

2025/06/06

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 welcomes Carla McCall, managing partner of AAFCPAs and immediate past chair of the AICPA, for a candid conversation about one of the most pressing challenges facing the accounting profession: leadership succession. Gear Up for Growth spotlights the best strategies for smart and effficient

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37:50

Bonnie Buol Ruszczyk: The Quiet Crisis in Accounting...

CPA Trendlines Podcasts ·

2025/06/05

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 TransformationThe accounting profession stands at a crossroads. Despite a steady influx of women into the field, their advancement into leadership continues to lag. Bonnie Buol Ruszczyk, managing director of the Accounting MOVE Project, is sounding the alarm—and offering data-driven solutions. MORE:

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1:53

Art Werner: Maximizing Fringe Benefits

CPA Trendlines Podcasts ·

2025/06/04

"Pseudo compensation” can reduce taxable income and optimize client outcomes.Quick Tax TipWith Art WernerCPE TodayIn the latest episode of Quick Tax Tip, tax planning authority Art Werner makes a compelling case for rethinking how accountants approach compensation—shifting the focus from traditional deductions to strategic use of fringe benefits.Click here for more Art Werner“What are we really trying to accomplish?” Werner asks. “We’re trying to create what I call pseudo

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16:12

Burn the Boats: The Partnership Model Is Dead |...

CPA Trendlines Podcasts ·

2025/06/04

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 Accounting Influencers Podcast, host Rob Brown declares that the traditional partnership model in accounting is no longer fit for purpose. Instead, he argues, the future belongs to firms that adopt CEO-led corporate structures, embrace private equity, champion technology, and develop strategic

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78:23

Celebrating 100 Episodes of The Disruptors: Paul Dunn...

CPA Trendlines Podcasts ·

2025/06/03

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 with a powerful conversation featuring Paul Dunn, a four-time TEDx speaker, accounting innovator, and co-founder of the global giving platform B1G1. A true visionary, Dunn has spent decades redefining what it means to be an accountant—and his message to the profession is as bold and inspiring

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40:19

Chad Koebnick: Tribal Tax Credit Promises, Pitfalls,...

CPA Trendlines Podcasts ·

2025/06/02

With 40% discounts and zero clawbacks, this credit is turning heads—and raising eyebrows. The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn this episode, Dr. Jackie Meyer interviews Chad Koebnick, VP of Specialized Tax Services at Nepsis, about the innovative Tribal Tax Credit. More Jackie MeyerThey discuss the mechanics of the credit, its origins, and the skepticism surrounding it. Chad explains the due diligence required for tax professionals and taxpayers, the process of claiming

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49:42

Bold Action Urged on Talent, Tech, and Culture|...

CPA Trendlines Podcasts ·

2025/05/31

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 Influencers Podcast, three industry leaders—David Osborne, CEO of Conga and former Caseware chief; Tom Hood, EVP of Business Engagement and Growth at the AICPA; and Katie Thomas, owner and founder of Leaders Online—called for a radical reimagining of how the profession recruits, retains, and

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30:50

Mitchell Reno: Client Experience as a Growth Driver |...

CPA Trendlines Podcasts ·

2025/05/30

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 experience can be the key to standing out in a profession defined by trust, service, and technical excellence. That’s the message from Mitchell Reno, director of client experience at Rehmann, in this episode of Gear Up for Growth, hosted by Jean Caragher, president of Capstone Marketing. Gear Up for

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38:42

Burnout, Be Gone: Accounting Needs a Boundary...

CPA Trendlines Podcasts ·

2025/05/29

Learn how to protect your time, energy, and sanity in a world of nonstop pings. Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIn a profession that’s long celebrated overwork as a rite of passage, the Accounting ARC podcast team flips the script. In a recent episode, hosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA, unpack the art—and science—of setting boundaries in the accounting profession. Their

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686 results

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