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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

2:19

Steve Yoss: Training Staff to Recognize Fraud...

CPA Trendlines Podcasts ·

2025/02/24

Engaging staff in proactive fraud detection can be critical in spotting issues early.Quick Tech TalkWith Steve YossCPE TodayFraud detection isn’t just the responsibility of leadership—it’s a team effort. One of the most effective ways to safeguard your firm and clients from fraud is to empower your staff with the knowledge and awareness needed to recognize red flags. In the latest episode of Quick Tech Talks, the importance of this often-overlooked topic is explored in detail, offering

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25:31

Nick Huber: Elevate Content Creation for a Strategic...

CPA Trendlines Podcasts ·

2025/02/22

"Have fun. Make it accurate, clear, and interesting."Accounting Influencerswith Rob BrownOn this episode of Accounting Influencers, Nick Huber, a journalist and content strategist, explores how accounting firms can transform their content into a powerful tool for growth. Known for his work with the Financial Times and expertise in thought leadership, Huber shares actionable strategies to help firms navigate the ever-evolving digital landscape.More Accounting Influencers with Rob Brown

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38:29

Amy Vetter: Strategies for Transforming Workplace...

CPA Trendlines Podcasts ·

2025/02/21

Failure to address corporate climate can critically impact talent recruitment and retention.With Jean CaragherFor CPA TrendlinesAmy Vetter, CEO of the B3 Method Institute, discusses how accounting firms can transform workplace culture, reduce stress, and empower leaders to create a thriving work environment on the latest Gear Up for Growth episode.“A thriving workplace culture starts with strong leadership, clear communication, and a commitment to values,” Vetter says. “When leaders empower

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24:42

The Research Imperative: Why Data Drives Accounting...

CPA Trendlines Podcasts ·

2025/02/20

“It’s not about what’s happening today, but about staying ahead of what’s coming next.” Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoCenter for Accounting Transformation“Without research, we’re just guessing,” says Donny Shimamoto, CPA.CITP, CGMA, setting the tone for a compelling discussion on the latest episode of Accounting ARC. Alongside fellow thought leaders Liz Mason, CPA, and Byron Patrick, CPA.CITP, CGMA, Shimamoto explores the vital role of research in

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2:02

Art Werner: It’s Not Too Late to Help Clients Reduce...

CPA Trendlines Podcasts ·

2025/02/19

Look for silver linings in tough situations.Quick Tax TipWith Art WernerCPE TodayWith tax season in full swing, many accountants are deep in the trenches, sorting through clients’ paperwork and preparing returns. While proactive tax planning is ideal, there are still opportunities to help clients optimize their tax situation—even in February and March.Tax expert Art Werner stresses that while year-end planning is crucial, tax professionals can still take strategic steps to ensure clients

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70:30

Tina McGill: How to Create Lasting Client Impact |...

CPA Trendlines Podcasts ·

2025/02/18

Meet your clients where they are.The DisruptorsWith Liz FarrWhen Tina McGill, founder of MMAS CPA, transitioned from working as an assistant CFO at a university to public accounting, she first noticed “how segmented we were from the client experience.” She was delivering the data the partners told her needed to be delivered, “But the client didn't necessarily understand what I was delivering.” For seven years, in her conversations with clients, she followed the “checklist of what I'm

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2:07

Steve Yoss: Mastering Excel Integration and Enhanced...

CPA Trendlines Podcasts ·

2025/02/17

Level up your skills with powerful lookup formulas.Quick Tech TalkWith Steve YossCPE TodayFor professionals wrestling with massive datasets, finding specific information in Excel can feel like searching for a needle in a haystack. Whether it’s a customer ID, transaction number, or check number, pinpointing related details like totals, names, or dates can be daunting without the right tools. Enter Excel's powerful lookup formulas.MORE STEVE YOSSMORE TECHExclusively for PRO Members. Log in

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26:13

Mark Fritz: Leadership Lessons for Today's World |...

CPA Trendlines Podcasts ·

2025/02/15

"You don’t get to choose the leader you need to be. Your people tell you who you need to be to get the best out of them."Accounting Influencerswith Rob BrownLeadership is in the spotlight like never before. In a recent episode of the Accounting Influencers podcast, global leadership expert Mark Fritz shares his insights on how leaders can navigate today’s complex environment. Fritz emphasizes that the core principles of leadership remain timeless, but their application must adapt to the

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27:30

Tim Allen: How Serendipitous Specialization Led to...

CPA Trendlines Podcasts ·

2025/02/14

Full commitment is critical in niche accounting.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn the world of accounting, niche specialization is often a deliberate strategy. For Tim Allen, CPA, however, his journey into winery finance was more serendipitous than strategic. With over 30 years of experience—including time at a Big 4 firm, leadership roles at multiple wineries, and now managing a successful boutique firm exclusively dedicated to the wine industry—Allen has carved out

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47:17

Student Turns Tables on Thought Leaders | ARC

CPA Trendlines Podcasts ·

2025/02/13

In a special episode, student Arpan Grewal asks questions future CPAs and business leaders need answered.Accounting ARCWith Liz Mason, Byron Patrick, and Donny ShimamotoIntroducing Special Guest Arpan GrewalCenter for Accounting TransformationIn an episode that flips the script, Accounting ARC features a fresh voice in business: Arpan Grewal, a high school junior and state officer for Indiana Business Professionals of America. In this inaugural episode of ARC: Student-led Conversations,

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58:51

Alan Anderson: Applying JIT Concepts to the Audit...

CPA Trendlines Podcasts ·

2025/02/12

Reduce audit time by 20% without reducing quality.By Alan Anderson, CPATransforming Audit for the FutureFor most audit firms, the concept of “just in time” means that the audit was completed and the financials were delivered “just in time” to meet the deadline. But in this webinar, Alan Anderson explains how concepts from just-in-time manufacturing can be applied to make audits more efficient, reducing time by at least 15-20% while also improving quality and customer service. MORE ALAN

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47:40

Stefan van Duyvendijk: Develop Operational Mindset |...

CPA Trendlines Podcasts ·

2025/02/11

Don't just check the boxes. Provide benefits.The DisruptorsWith Liz FarrStefan van Duyvendijk, Accounting Operations Evangelist at FloQast, wants accountants in the industry to expand their roles. In addition to the vital role of providing the basic requirements of accounting, he wants them to develop an operational mindset, as described in the book van Duyvendijk co-authored with Mike Whitmire, CEO of FloQast: Shift Happens: The Rise of the Operational Mindset and How Controllers Can Drive

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2:37

Steve Yoss: Unlocking Business Insight with Power BIs...

CPA Trendlines Podcasts ·

2025/02/10

Revolutionize how businesses visualize and interpret data.Quick Tech TalkWith Steve YossCPE TodayBusinesses today are moving beyond traditional reporting methods to embrace the transformative potential of business intelligence tools. Industry leaders emphasize the importance of platforms like Tableau, Qlik, and Power BI, which allow companies to turn raw data into dynamic, interactive dashboards. These tools empower decision-makers to access real-time insights tailored to their specific

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29:20

Jean Caragher: Fire Clients Who Don't Tick Your Boxes...

CPA Trendlines Podcasts ·

2025/02/08

Removing clients isn’t just about profitability—it’s a firm-wide morale booster.Accounting Influencerswith Rob BrownWith over 35 years of industry experience, Jean Caragher has witnessed the profession's transformation, noting that marketing roles in accounting firms are now more strategic and influential than ever.More Accounting Influencers with Rob Brown hereCaragher describes her work at Capstone Marketing, where she serves as a fractional chief marketing officer for firms specializing

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49:37

Breaking the Billable Hour | Gear Up For Growth

CPA Trendlines Podcasts ·

2025/02/07

Firms that price for time rather than value are holding themselves back. Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesFor decades, accountants have relied on billable hours, tracking time spent on client work and invoicing accordingly. However, according to Michelle Golden-River, CEO of Fore LLC, this model is fundamentally flawed.“Accountants have taken their cost structure—allocating hours to clients and projects—and turned that into their revenue model,” she explains. “They’re

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30:42

How Coaching Can Unlock Professional Success| ARC

CPA Trendlines Podcasts ·

2025/02/06

“Coaching isn’t about fixing people—it’s about helping them unlock their full potential.” Accounting ARCWith Donny Shimamoto.Center for Accounting TransformationFor many accountants, career progression follows a predictable path—graduate, gain experience, and work toward a leadership role. However, as the industry transforms, many CPAs find themselves seeking something beyond technical expertise: personal growth, leadership skills, and work-life integration. That's where Doug Slaybaugh, CPA

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3:25

Art Werner: The Godfather and Tax Issues | Quick Tax Tip

CPA Trendlines Podcasts ·

2025/02/05

The Corleone family’s quest for legitimacy mirrors modern business succession planning.Quick Tax TipWith Art WernerCPE TodayImagine a tax class inspired by "The Godfather" by Mario Puzo. Beyond its thrilling narrative of crime and family loyalty, this iconic novel is surprisingly rich in business succession and adaptation lessons. While such a class might remain hypothetical, its concept offers a fascinating lens for understanding contemporary tax issues like the Corporate Transparency Act

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47:55

Steve Evans: Why Traditional Hiring Methods Fail |...

CPA Trendlines Podcasts ·

2025/02/04

Redefine how you hire and develop top accounting talent.The DisruptorsWith Liz FarrIn 2012, Steve Evans’ friend Giles Pearson, a Big Four accountant in New Zealand, needed help. PwC kept making the same hiring mistakes because they had no way to assess a candidate’s technical accounting skills. Steve, an expert in psychometric testing, thought it might take half a day to scour the marketplace for appropriate tests but found nothing useful. MORE PODCASTS and VIDEOS: Roger Knecht: Can You

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2:23

Steve Yoss: How Powered BI Connects with Data Sources...

CPA Trendlines Podcasts ·

2025/02/03

Unlock insights quickly, from QuickBooks to custom systems.Quick Tech TalkWith Steve YossCPE TodayMicrosoft’s Power BI revolutionizes how professionals and businesses interact with their data. This cutting-edge tool, designed for business intelligence and dashboarding, is user-friendly, highly versatile, and incredibly powerful. Whether you’re working with sales, marketing, accounting, inventory, payroll, or other datasets, Power BI seamlessly connects to nearly 100 native cloud

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61:05

Diversity and Technology Take Center Stage in...

CPA Trendlines Podcasts ·

2025/02/01

Firms must embrace AI, digital tools, and diversity to remain competitive.Accounting Influencerswith Rob BrownIn the latest episode of Accounting Influencers, an international panel of distinguished accounting professionals gathered to discuss the profession's challenges, opportunities, and future. Featuring Dr. Anton Lewis, Kelly Mann, Sabby Gill, and Eriona Bajrakurtaj and hosted by Rob Brown, the conversation delves into the pressing issues shaping the accounting landscape and the

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687 results

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