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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

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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2:49

Art Werner: Wealth Transfer Strategies in a Time of...

CPA Trendlines Podcasts ·

2025/05/28

High-net-worth clients are urged to act before the estate tax exemption expires in 2025.Quick Tax TipWith Art WernerCPE TodayA key provision of the Tax Cuts and Jobs Act (TCJA) is approaching its expiration date—and Art Werner, J.D., M.S. Tax, is sounding the alarm for advisors and their wealthy clients.In the latest episode of the Quick Tax Tip podcast, Werner explains that the temporarily doubled estate and gift tax exemption, enacted under the TCJA, is set to sunset on December 31, 2025

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53:59

Sandra Wiley: Culture, DEI, and the Future of the...

CPA Trendlines Podcasts ·

2025/05/28

“I am begging firms: do not let go of your DEI&B initiatives. It is a mistake.” MOVE Like ThisWith Bonnie Buol RuszcykFor CPA TrendlinesIn a wide-ranging and deeply personal conversation on the Move Like This podcast, Sandra Wiley, president of Boomer Consulting, shares powerful insights about the evolving culture of the accounting profession and what firms must do to thrive in 2025 and beyond. From building inclusive workplaces to solving the talent crisis, Wiley emphasizes one central

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59:47

Jacob Schroeder: AI Won’t Replace Accountants—But It...

CPA Trendlines Podcasts ·

2025/05/27

Use AI to work smarter and connect deeper.The DisruptorsWith Liz FarrJacob Schroeder, founder of Ascend Consulting, is clear-eyed about artificial intelligence. He doesn’t see it as a silver bullet or a threat. Instead, he sees it as a catalyst that helps accountants get back to what matters most: being human.“AI is not the solution. It's a tool,” Schroeder says. “If you're trying to make AI the solution, you're going about it wrong.”MORE PODCASTS and VIDEOS: Ditching Corporate America:

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28:04

Jen Cryder: Rewrite the Rules | Accounting Influencers

CPA Trendlines Podcasts ·

2025/05/24

As the first woman CEO of PICPA, Cryder shares how she’s tackling the CPA pipeline crisis and why it’s time to re-evaluate long-standing licensure rules. Accounting Influencerswith Rob BrownIn this episode of Accounting Influencers, Jen Cryder, CPA, CEO of the Pennsylvania Institute of Certified Public Accountants (PICPA), opens up about her unexpected path to leadership, the challenges shaping the accounting profession today, and why she believes this is one of the most exciting times to

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40:49

Paul Dunn: Ditch the Clock, Lead with Heart | Gear Up...

CPA Trendlines Podcasts ·

2025/05/23

Stop billing. Start thrilling.Gear Up for Growth With Jean CaragherFor CPA TrendlinesIn a persuasive new episode of Gear Up for Growth, powered by CPA Trendlines, Paul Dunn – four-time TEDx speaker, cofounder of B1G1, and longtime champion of transformational leadership in the accounting profession – delivered a clear call to action for firm leaders: Ditch the billable hour and lead with purpose.Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's

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34:18

Cancel Culture or Curious Culture? You Choose. |...

CPA Trendlines Podcasts ·

2025/05/22

Turn communication breakdowns into trust-building moments. Transformation TalksWith Donny ShimamotoCenter for Accounting TransformationIn the latest episode of Transformation Talks, host Donny Shimamoto, CPA.CITP, CGMA, leads a powerful discussion on “assumed discrimination”—the cultural collisions that happen when others project bias onto someone’s words or actions. MORE TRANSFORMATION TALKSJoining him are Arianna Campbell, COO of Boomer Consulting; Ed Kless, co-founder of THRESHOLD and

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2:40

Art Werner: The Hidden Retirement Perk Most Taxpayers...

CPA Trendlines Podcasts ·

2025/05/21

The retirement planning hack can be a secret weapon for tax-free growth.Quick Tax TipWith Art WernerCPE TodayWhen most people hear “HSA,” they think of medical expenses and high-deductible health plans. But in the latest episode of Quick Tax Tip, tax educator and attorney Art Werner urges tax professionals—and their clients—to look deeper.Click here for more Art WernerIn his signature style, Werner reframes the Health Savings Account (HSA) as one of the most underrated retirement planning

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54:10

Ditching Corporate America: The Bold Story Behind PBS...

CPA Trendlines Podcasts ·

2025/05/20

After years in corporate roles, Samantha Hallburn created a firm where people come before profits—and business thrives because of it.The DisruptorsWith Liz FarrSamantha Hallburn, founder of PBS Accounting and Tax, didn’t set out to be an accountant. After a progression through sales, marketing, HR, PR, and a stint as ops manager for a telecom company, she was working in banking. Her business owner clients needed loans, but when she asked for financials, “they had no idea what I was even

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39:56

Amy Vetter: How Professionals Can Reclaim Their Time,...

CPA Trendlines Podcasts ·

2025/05/19

“We’re afraid to communicate, we’re afraid to speak up.” The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn a profession known for long hours and technical precision, Amy Vetter, CPA.CITP, CGMA, CSP, RYT, offers a refreshing message.There’s more to success than climbing the traditional career ladder.More Jackie MeyerThe founder of the B3 Method Institute joins Jackie Meyer on The Concierge CPA to share her journey from audit partner to yogi and mindful tech advisor—challenging firm

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30:08

Adam Lean: Why Accountants Are Stuck—and How to...

CPA Trendlines Podcasts ·

2025/05/17

"This is your chance to make a real difference."Accounting Influencerswith Rob BrownMillions of accountants and bookkeepers are stuck in a cycle of overwork, undercharging, and undervaluation. In this episode of the Accounting Influencers podcast, Adam Lean, CEO and co-founder of TheCFOProject.com, delivers a wake-up call: The compliance model is broken—and the profession must change course to remain relevant.More Rob BrownLean explains that for most clients, every accountant “looks the

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41:59

Aprio CEO: Culture and Capital Fuel Firm’s Rapid...

CPA Trendlines Podcasts ·

2025/05/16

PE doesn't have to strip your culture.With Jean CaragherFor CPA TrendlinesOn a recent episode of Gear Up for Growth, powered by CPA Trendlines, Aprio CEO Richard Kopelman offered a behind-the-scenes look at what’s powering his firm’s remarkable trajectory—from a traditional CPA firm to a diversified advisory powerhouse. In conversation with Jean Caragher, president of Capstone Marketing, Kopelman credited Aprio’s sustained momentum to two key drivers: a relentlessly reinforced culture and a

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34:20

The Ultimate Business Hack You’re Probably Ignoring |...

CPA Trendlines Podcasts ·

2025/05/15

“Leaders should model respect, not just expect it.” Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIn the age of digital disruption and hybrid work, professional etiquette often feels like an afterthought. But in the latest episode of Accounting ARC, hosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA, argue the opposite: manners are more relevant—and strategic—than ever. MORE Accounting ARC:

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3:59

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

CPA Trendlines Podcasts ·

2025/05/14

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 tax educator and CPA Art Werner offers a stark warning to practitioners: “Crypto concerns me—and I think it should concern accountants.” Click here for more Art WernerIn a recent episode of Quick Tax Tips with Art Werner, the well-respected tax advisor and educator peels back the hype to expose

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38:54

Donny Shimamoto: Reimagining Diversity and Belonging...

CPA Trendlines Podcasts ·

2025/05/14

“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 RuszcykFor CPA TrendlinesIn this episode of MOVE Like This, host Bonnie Buol Ruszczyk and guest Donny Shimamoto, CPA.CITP, CGMA, explore the complex landscape of diversity, equity, and inclusion (DEI) in the accounting profession, specifically in the current political climate.Shimamoto, founder and managing director of

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48:38

Jean Zick: Happy Team Members Lead to Happy Clients |...

CPA Trendlines Podcasts ·

2025/05/13

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 podcast is highlighting the pioneers who are rewriting the rules. In this episode, host Liz Farr talks with Jean Zick, CEO and co-founder of Juna Financial, about how she’s building a different kind of accounting firm: remote, people-first, and future-ready. MORE PODCASTS and VIDEOS: Breslin

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43:24

David Podell: Use Strategic Retirement Planning to...

CPA Trendlines Podcasts ·

2025/05/12

"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 Concierge CPA, host Dr. Jackie Meyer welcomes back David Podell, CEO and founder of Business Benefits Consultants, for a deep-dive on retirement strategies that are often overlooked by small business owners, CPAs, and even seasoned financial professionals.More Jackie MeyerKicking off with

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61:04

The Profession’s Future Amid Talent Gaps, Tech...

CPA Trendlines Podcasts ·

2025/05/10

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 most prominent voices gather for a candid discussion on the challenges and opportunities facing the accounting world. From evolving business models to deep talent shortages, the conversation explores how firms must adapt—or risk irrelevance.The panel includes Randy Johnston, co-founder of K2

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31:56

Matt Criss: Forget the Grind; Grow Intentionally |...

CPA Trendlines Podcasts ·

2025/05/09

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 episode of Gear Up For Growth, business coach and author Matt Criss joins host Jean Caragher to share how accountants can build resilience, reflection, and renewed purpose by growing with intention.Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive

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48:21

Resilience, Real Talk, and the Road to Mental...

CPA Trendlines Podcasts ·

2025/05/08

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 Conversations episode of Accounting ARC, high school business student Arpan Grewal steps in as guest host for a raw, reflective episode centered on mental health and resilience. In conversation with Jina Etienne, CPA, CGMA, CDE, CEO of Etienne Consulting; Rafael Casas, senior consultant with Workday;

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