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 advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends. We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.
Episodes
How savvy CPAs are unlocking powerful insights buried in their practice management systems.
Plus: Download the slide deck.
See all the show notes here
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
“What surprised me most isn’t what the data says,” says Michelle Golden River, CEO of Fore LLC, in a new episode of Gear Up for Growth, powered by CPA Trendlines. “It’s that almost every CPA...
The 2026 MOVE Project aims to turn caregiving challenges into actionable insights for firms.
Accounting ARC
With Liz Mason, Donny Shimamoto, and Byron Patrick
Center for Accounting Transformation
As accounting firms continue to grapple with talent shortages, retention challenges, and evolving workforce expectations, a growing segment of professionals is quietly carrying an additional burden — one that r...
Effective leaders create connection, recognizing that human-centered leadership is critical.
MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research
In this episode of MOVE Like This, Bonnie Ruszczyk is joined by Lisa Fitzgerald, Chief Human Resources Officer at Eide Bailly, for a conversation about talent, leadership, and what it takes to build workplaces where people actually want to stay. Wi...
Freedom comes from systems.
Full show notes here
The Disrupters
With Liz Farr
For CPA Trendlines
Sharrin Fuller isn’t your typical accountant. For one, she’s not a CPA. She doesn’t have an accounting degree. She didn’t even go to college. But despite lacking what most consider the usual credentials and following “the most unconventional and broken path possible,” she managed to build and sell two...
What It Means for Next Phase of Artificial Intelligence in Accounting.
Full show notes here
By Seth Fineberg
For CPA Trendlines Research
“Managing partner-in-residence” is not a standard role in accounting, and that was the first point of friction when Kenji Kuramoto was asked to explain his new job at Basis, the accounting AI agent company. What does that actually mean?
The answer goes beyon...
Internships, leadership roles, and networking accelerate success for accounting students...Plus 20 Key Takeaways!
Student-Led Conversations
With Chayton Farlee
Center for Accounting Transformation
What if the difference between a “typical” accounting student and a standout future professional isn’t GPA, but initiative?
That’s the underlying theme of this episode of Student-Led Conversations, wher...
Illinois CPA Society CEO lays out the three big challenges.
Full show notes here
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
“What got you to this point is not going to be what gets your firm to its next major milestone,” says Geoffrey Brown, president and CEO of the Illinois CPA Society.
MVP culture, investor pressure, and marketing—not product quality—often decide winners.
Accounting ARC
With Liz Mason and Byron Patrick
Center for Accounting Transformation
The accounting technology market looks crowded from the outside. New tools launch every month. Conference expo halls overflow with promise. And artificial intelligence is accelerating everything.
But beneath that surface, the...
Why chasing a number won’t solve clients’ financial anxiety—and what advisors should focus on instead.
Full show notes here
With Rory Henry CFP®, BFA™
For CPA Trendlines
The Holistic Guide to Wealth Management
When advisors think about financial planning, numbers, projections, and optimization strategies are what typically come to mind. But in a recent podcast conversation with me, Carl Richards ...
Sponsored by The True Adviser: Buy now | Learn more
Big 4 Transparency
With Dominic Piscopo, CPA
Full show notes here
Decimal CEO Matt Tait joins Dominic Piscopo to explain why his CAS firm is franchising its playbook, how it drives 50%-plus margins with queue-based delivery and daily book maintenance, and why private equity may accelerate – not kill – entrepreneurship in accounting.
MORE Dominic...
Accounting Voices
With Rob Brown
Sponsored by The True Adviser: Buy now | Learn more
If you feel like your accounting firm has become unpredictable, you are not imagining it. The ground is moving under your feet. People who spent years feeling stable and secure are suddenly unsettled. Partners are leaving. New leaders appear from nowhere. Titles change. Policies change. Strategies change. And no one explains w...
And why culture matters more than ever.
Full show notes here
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
Sponsored by The True Advisor: Buy now | Learn more
Alan Whitman isn’t trying to build a better CPA firm. He’s trying to replace it.
At Nichols Cauley, the former Baker Tilly CEO is recasting the traditional accounting practice as a “financial services company”—a structure...
A near-tragedy sparks a critical conversation on business continuity, risk, and responsibility in accounting firms.
Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation
Business continuity planning often lives in the realm of “someday.”
Until it doesn’t.
In the latest episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Byron P...
Success breeds complacency – and obsolescence.
Full show notes
The Disruptors
With Liz Farr
Success, long the defining strength of U.S. accounting firms, is fast becoming their most dangerous liability, according to Oz Demirdovan, a PKF executive with a global portfolio.
Flush with steady profits, deep client rosters, and decades of compliance-driven demand, many firms see little reason to ch...
How To Decide If Public Accounting Is Still Right For You.
Full show notes
Accounting Voices
With Rob Brown
You know a profession is under pressure when strangers online ask the same question every week. And in accounting, right now, that question is this. Should I leave public accounting?
It shows up constantly on o...
Too many potential clients, not enough staff or capacity.
Full show notes here
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
“CAS is kicking CASS right now,” says Kane Polakoff, principal and CAS practice leader at CohnReznick, in the new episode of Gear Up for Growth, hosted by Jean Caragher, president of Capstone Marketing.
“It’s on fire, especially over the last five or six ...
Educators explore ethics, creativity, critical thinking and the future of learning in an AI-powered world.
Student-Led Conversations
With Harshita Multani
Center for Accounting Transformation
Artificial intelligence is no longer a future issue in education. It is already shaping how students study, how teachers prepare lessons, how universities think about access and admissions, and how employers evalua...
Paying attention to personal stress signals can help professionals recharge before fatigue turns into burnout.
Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation
In accounting, exhaustion does not always look dramatic.
Sometimes it looks like irritability. Sometimes it looks like staring at a spreadsheet that suddenly makes no sense. Sometimes it ...
Understanding a company’s history, leadership, and future matters as much as financial statements.
Accounting ARC
With Donny Shimamoto
Center for Accounting Transformation
Donny Shimamoto, CPA.CITP, CGMA, opens a recent episode of Accounting ARC with a simple question: How do you value a business when the numbers tell only part of the story?
His guest, Baria Jaroudi, a Houston-based director in B...
Small Firm Success Requires Intention, Focus, and Community
Full show notes here
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
“Small firm practitioners need to remember that they are in the driver’s seat,” says Stephanie Otero, vice president, Small Firm Advocate at the AICPA, in this episode of Gear Up for Growth with Jean Caragher.
MORE Jean Caragher here | Get her best-selli...
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