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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

43:47

Becky Livingston: How AI Boosts Firm Marketing and...

CPA Trendlines Podcasts ·

2025/03/21

Utilize new tech to level up thought leadership and advisory services. Gear Up for Growth With Jean CaragherFor CPA TrendlinesThe latest episode of Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing and powered by CPA Trendlines, featured an insightful discussion with Becky Livingston, founder and CEO of Penheel Marketing, on the role of artificial intelligence (AI) in CPA firm marketing. The conversation centered around two key takeaways: AI’s ability to enhance thought

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32:38

Is Agentic AI an Accounting Game Changer or Game...

CPA Trendlines Podcasts ·

2025/03/20

"We’ve underestimated how quickly AI is changing our profession." Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationIn a world where artificial intelligence is rapidly evolving, agentic AI is emerging as a powerful tool that could redefine the accounting profession. Unlike traditional AI applications, agentic AI doesn’t just respond to prompts—it actively coordinates multiple AI models to complete complex workflows. But is this a

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3:15

Art Werner: Maximize Retirement Contributions for...

CPA Trendlines Podcasts ·

2025/03/19

Retirement planning isn't just about saving - it's about strategy. Quick Tax TipWith Art WernerCPE TodayWith tax laws constantly evolving, finding the right balance between financial planning, tax reduction, and compliance with the Internal Revenue Code can feel like a moving target. Fortunately, powerful opportunities are available in 2025 to maximize your retirement savings while minimizing your tax burden.Click here for more Art WernerFor instance, contribution limits to 401(k)s have

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49:00

Luke Templin: Lose Your Perfectionist Gene | The...

CPA Trendlines Podcasts ·

2025/03/18

Don't be afraid to try new ideas or plans--or afraid to fail.The DisruptorsWith Liz FarrLuke Templin believes that CAS – Client Advisory Services – will be the key to success as an accountant in the future. Not only is it an effective recruiting and retention tool for staff, but “it’s an attractive offering to clients,” he says. “If you were to talk to most entrepreneurs on what they want, most of them are going to want some sort of proactive advice on the numbers,” and not just the basics

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46:36

Why Accounting Qualifications Matter More Than Ever |...

CPA Trendlines Podcasts ·

2025/03/17

"It’s a five-year degree for accounting versus four years for finance, and finance graduates often earn more."Accounting Influencerswith Rob BrownAs technology reshapes the accounting landscape, professional qualifications must evolve to keep pace. In a compelling episode of the Accounting Influencers Podcast, Brian Hock, founder of HOCK International, argues that accounting certifications and qualifications are more important than ever in an era of automation and artificial

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2:09

Steve Yoss: Transform Financial Data into Actionable...

CPA Trendlines Podcasts ·

2025/03/17

Bring complex financial data to life with advanced visualization techniques.Quick Tech TalkWith Steve YossCPE TodayFinancial statements can be difficult for non-accounting professionals to interpret. Balance sheets and cash flow statements often contain crucial information, yet they remain inaccessible to many decision-makers. Enter Microsoft Power BI—a business intelligence and visualization tool that transforms structured financial data into interactive, easy-to-understand

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39:10

AICPA Leader Outlines the Future of the Profession |...

CPA Trendlines Podcasts ·

2025/03/14

Mark Koziel calls for CPA firm transformation amid industry disruption. Gear Up for GrowthWith Jean CaragherCapstone MarketingMark Koziel, newly appointed president and CEO of the Association of International Certified Professional Accountants (AICPA & CIMA), recently appeared on the Gear Up for Growth podcast, reflecting on his tenure as CEO of Allinial Global and the challenges facing the accounting profession. Koziel, who spent 14 years in leadership roles at AICPA before joining

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34:11

What Keeps Accountants in Public Accounting? Research...

CPA Trendlines Podcasts ·

2025/03/13

Study finds job embeddedness, not engagement, drives retention.Know-How KornerWith Donny ShimamotoCenter for Accounting TransformationA new study by Dr. Amy Cooper, CPA, CFE, CGMA, an assistant accounting professor and program director at University of Alaska Fairbanks, challenges conventional wisdom, revealing that job embeddedness—not engagement—is the key to keeping accountants in public firms. MORE: Donny Shimamoto “I assumed smaller firms would foster stronger embeddedness, but my

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57:32

Ira Rosenbloom: M&A Numbers Are Easy - Culture Fit Is...

CPA Trendlines Podcasts ·

2025/03/11

Progressive firms are the key to the future of the profession.The DisruptorsWith Liz FarrThe world of M&A is full of disruption, distraction, and disorientation these days, says Ira Rosenbloom, CEO of Optimum Strategies. While the headlines focus on private equity’s increasing role in CPA firm acquisitions, two new types of acquirers are playing a bigger role: Family offices and wealth management.MORE PODCASTS and VIDEOS: Roman Villard: Ditch the Suit & Shine | Monique Swansen:

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2:07

Steve Yoss: Why CPAs Should Up Their Skills with AI |...

CPA Trendlines Podcasts ·

2025/03/10

Transform your workday with generative AI and discover practical ways to save time.Quick Tech TalkWith Steve YossCPE TodayGenerative AI tools are revolutionizing how we approach work, offering practical, efficient, and innovative solutions for professionals across industries. If you haven’t explored tools like OpenAI’s ChatGPT or Anthropic’s Claude, now is the time to dive in. These cutting-edge technologies are as accessible as they are powerful, requiring no special training—just your

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35:02

Sarah Elliott: How Conscious Leadership Secures...

CPA Trendlines Podcasts ·

2025/03/07

Leaders must empower others, share leadership, and foster an inclusive culture to ensure long-term success.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn a rapidly evolving profession where mergers, acquisitions, and private equity investments dominate headlines, many CPA firms face a critical choice: sell, merge, or remain independent. For firms determined to chart their own course, leadership is the key to survival and success.Gear Up for Growth spotlights the best strategies

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33:45

Building a Thriving Company Against All Odds | ARC

CPA Trendlines Podcasts ·

2025/03/06

“I’d go through cancer again before I’d go back to not having confidence.”Accounting ARCWith Arpan GrewalCenter for Accounting TransformationWhen Kelly Mann left her public accounting job, she had no clients, no roadmap, and no guarantee of success. But what she did have was a vision—and a willingness to take risks. Today, she is the CEO of AuditMiner, a groundbreaking software company that simplifies 401(k) audits for CPA firms across the country. MORE Accounting ARC: Are We Ready for the

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63:31

Roman Villard: Ditch the Suit & Create a Firm Where...

CPA Trendlines Podcasts ·

2025/03/04

Dress for the job you want, not the job you have - yes, seriously. The DisruptorsWith Liz FarrTraditional accounting firms are undergoing a seismic shift, and at the forefront of this transformation is Roman Villard, founder of Full Send Accounting. In this episode of The Disruptors podcast, Liz Farr sits down with Villard to explore his unconventional approach to running an accounting and data consultancy. From redefining firm culture to embracing technology, Villard shares how his firm is

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31:12

Randy Johnston Unpacks the Opportunities and Risks...

CPA Trendlines Podcasts ·

2025/03/03

Adopting these tools will define future success in the profession.Accounting Influencerswith Rob BrownRandy Johnston, a pioneer in fintech and technology for accounting, shares his insights on the rapid evolution of artificial intelligence (AI) with a deep dive into its history and future potential. Johnston traces AI’s roots back to Alan Turing's groundbreaking work in the 1950s and walks listeners through decades of milestones, from the first neural networks to OpenAI's ChatGPT.More

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2:24

Steve Yoss: Cybersecurity Essentials for Modern...

CPA Trendlines Podcasts ·

2025/03/03

Stopping cyber threats before they start begins with adopting one essential email habit today.Quick Tech TalkWith Steve YossCPE TodayIn today’s digital age, email continues to be a critical tool for communication—but it’s also a leading gateway for cyber threats such as malware, ransomware, and financial scams. For professionals, this makes email not only a convenience but also a significant risk factor. MORE STEVE YOSSMORE TECHExclusively for PRO Members. Log in here or upgrade to PRO

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59:00

Embrace Change or Risk Obsolescence | Accounting...

CPA Trendlines Podcasts ·

2025/03/01

Innovation, AI, and next-gen leaders must successfully adapt to constantly changing landscapes.Accounting Influencerswith Rob BrownThe accounting profession stands at a crossroads, faced with technological disruption, shifting business models, and an evolving workforce. In a recent episode of the Accounting Influencers podcast, industry leaders Bobby Lane, CEO of Factotum; Tony Szczepaniak, CEO of LEA Global; and Rick Richardson, CEO & Founder of Richardson Media & Technologies,

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36:29

Bill Sheridan: Why Firms Must Adapt or Be Left Behind...

CPA Trendlines Podcasts ·

2025/02/28

Focus on your clients...or someone else will.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesBill Sheridan, chief communications officer at the Maryland Association of CPAs, believes CPA firms must embrace change to stay competitive. As technology automates compliance work, firms that focus on client advisory services will be the ones that thrive. “Our clients’ expectations are changing, and they are looking for more than just traditional compliance services,” Sheridan says. “The

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38:23

Are We Ready for the Hidden Risks of AI in...

CPA Trendlines Podcasts ·

2025/02/27

“Without AI literacy, we’re all at risk.” Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting TransformationArtificial intelligence is revolutionizing accounting, automating everything from bookkeeping to tax preparation. But as AI advances, accountants must ask: Can we trust it? In this Accounting ARC episode, Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP, CGMA; and Liz Mason, CPA, explore the growing risks AI poses to the profession, including

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1:32

Art Werner: Unlock Smart Giving Strategies | Quick...

CPA Trendlines Podcasts ·

2025/02/26

Make the most of financial contributions.Quick Tax TipWith Art WernerCPE TodayWhen it comes to charitable giving, many people think of writing an annual check to their favorite nonprofit. However, strategic charitable planning is much more than just making a yearly donation—it’s about aligning generosity with effective tax strategies to maximize impact while benefiting both the donor and the recipient.Get more Art Werner at cpatrendlines.com here:

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53:19

Monique Swansen: Align Firm Values with Services |...

CPA Trendlines Podcasts ·

2025/02/25

Do the work that fulfills you.The DisruptorsWith Liz FarrCannabis accounting is not for the faint of heart, says Monique Swansen, owner of Accounting for Green, which provides accounting services to cannabis businesses. First, there’s a big inventory component, so “if you're an accounting professional that does not want to deal in inventory, cannabis is not your space,” Swansen says. Cannabis inventory is further complicated by Federal law, which disallows tax deductions for anything but

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687 results

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