CPA Trendlines Podcasts

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Learn why today’s students want more than titles—and how employers should respond.

Accounting ARC
With Arpan Grewal and Harshita Multani
Center for Accounting Transformation

Accounting ARC: Student-Led Conversations isn’t just another student podcast—it’s a cross-generational wake-up call.

In this episode, business students Arpan Grewal and Harshita Multani, both interns for the Center for Accoun...

Forward-thinking firms transform disruption into dominance.

Accounting Influencers
With Rob Brown

In a profession built on precision, trust, and timeless principles, a disruptive force has arrived—and it’s not just another regulation. It’s technology. Automation, AI, and machine learning are redefining accounting at a rapid pace, sparking a pressing question: Is technology a force for good, or the demise ...

“When people see their strengths clearly for the first time, they feel seen, and that changes everything.”

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines

At Clark Nuber, developing talent is more than a bullet point on a strategic plan; it's woven into the fabric of how the firm operates. Angela Oakley, director of the firm’s Talent Advisor Program, sits down with the Move Like This podcast...

Thrive with a lean schedule, happy clients, and a calm home life.

The Disruptors
With Liz Farr

Erica Goode was exhausted and burned out as a corporate accountant and mom of two young children. “I could not figure out a sane way to operate a 50-hour work week and raise two kids and have a spouse who worked a 50-hour work week,” Goode explains. “I don't think there is a great way to do it. It does not leave ...

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By Rory Henry CFP®, BFA™
For CPA Trendlines

As Teddy Roosevelt once said, “People don’t care how much you know until they know how much you care.”

When people ask why more accountants are incorporating holistic finance services into their practices, it’s because they’re realizing the power of empathy, trust, and the future of fi...

With a looming shortage of 100,000 financial advisors, CPAs have a once-in-a-generation opportunity to fill the gap.

By Rory Henry CFP®, BFA™
For CPA Trendlines

As Teddy Roosevelt once said, “People don’t care how much you know until they know how much you care.” Roosevelt made that comment over a century ago, but it remains highly relevant today. For instance, when people ask me why more accountants are i...

Top minds in accounting push for systemic reform, more innovative tech, and a human-first workplace.

Accounting Influencers
with Rob Brown

While many firms report strong financials and steady client demand, an urgent conversation is happening behind the scenes—one that questions whether traditional business models, outdated technology, and uninspiring career paths can sustain the future.

• More Ro...

AICPA’s Peterson sounds the alarm for small firms.

Gear Up for Growth

With Jean Caragher

For CPA Trendlines

In a farewell interview on Gear Up for Growth, powered by CPA Trendlines, Carl Peterson, vice president of Small Firm Interests at the AICPA, shares hard-earned insights with Jean Caragher, president of Capstone Marketing, from his 14-year tenure - and sounds a call to action for the next generation of CPA firm l...

Silence, shame, and outdated policies still shape the profession—but we rise anyway.  

Accounting ARC
With Liz Mason and Donny Shimamoto
Center for Accounting Transformation

In a stirring Pride Month episode of the Accounting ARC podcast, Liz Mason, CPA, and Donny Shimamoto, CPA.CITP, CGMA, confront what it really means to belong in a profession still wrestling with how to talk about identity.

“Brin...

Compromise, party discipline, and presidential influence could make this bill one of the most impactful yet.

Quick Tax Tip
With Art Werner
CPE Today

When major tax reform is introduced, it's easy to assume the process is straightforward: the House writes a bill, the Senate reviews it, and Congress either passes or blocks it. But the truth is much messier—and much more interesting. On the Quick Tax Tip p...

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...

What's the best professional step in accounting? It's free, powerful—and you're probably not doing it.

Accounting Influencers
with Rob Brown

Want to stand out in your firm? Build a loyal client base? Attract speaking gigs, promotions, or even media opportunities? In this episode of Accounting Influencers, the answer isn’t more certifications or hours—it’s writing. Publicly.

Rob Brown makes a bold cl...

Abandon rigid roles and redefine success on your own terms.

The Disruptors
With Liz Farr

Randy 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 pro...

The Concierge CPA
With Jackie Meyer
For CPA Trendlines

In 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 Meyer

They explore the dynamics of unexpected estate tax bills...

What forces are really driving firm sales—and what separates the sellable from the stagnant?

Accounting Influencers
with Rob Brown

The 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 ...

Can CPA firms still stay independent? Yes—but only if they get serious.

Gear Up for Growth

With Jean Caragher

For CPA Trendlines

In 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 ...

You can serve brothels, cannabis firms, and poker pros—just don’t cross the legal line.

Accounting ARC

With Liz Mason and Byron Patrick

Center for Accounting Transformation

Accountants 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.C...

Break down the strategy behind smart networking, brand building, and true ROI at live events.

Accounting Influencers
with Rob Brown

Do 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. I...