CPA Trendlines Podcasts

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

July 12, 2025 23 mins

Leaders must decide whether to follow the money—or protect their independence.

Accounting Influencers
With Rob Brown

In a striking shift that’s redefining the accounting profession, private equity is no longer circling—it’s landed. On a recent episode of the Accounting Influencers Podcast, host Rob Brown breaks down what might be the most transformative trend facing accounting firm leaders today: the rapid...

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To turn disruption into opportunities, get marketers to the table "early and often."

Capstone Conversations
By Jean Caragher
For CPA Trendlines

Kristen Lewis, Managing Director of Marketing for EisnerAmper and the 2025 Association for Accounting Marketing (AAM) Marketer of the Year, joins Jean Caragher on Capstone Conversations to share lessons from her marketing leadership, insights on post-pandemic st...

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Hosts call out the fiscal dysfunction behind America’s school meltdown.


Accounting ARC
With Byron Patrick, and Donny Shimamoto

When CNBC published a video examining why U.S. public schools are facing severe budget shortfalls, it sparked a passionate accounting conversation. On the Accounting ARC podcast, co-hosts Donny Shimamoto, CPA.CITP, CGMA, and Byron Patrick, CPA.CITP, CGMA, offer a reaction episode that ...

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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!

See today 's best PRO  offers here.

Get exclusive access – Over 10,000 articles, tools, and expert guidance—keeping you ahead of the curve in practice management, growth, and ...

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...Before year-end chaos returns...


Quick Tax Tip
With Art Werner
CPE Today

Busy season is behind us. Year-end reporting deadlines haven’t hit yet. That makes right now the sweet spot for strategic client outreach—and tax professionals shouldn’t waste a second of it.

In the latest episode of the Quick Tax Tip podcast, listeners get an urgent wake-up call: This i...

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“You can have inclusion without belonging, but it’s not going to stick. People need to feel they matter.”

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines

In this episode of MOVE Like This, host Bonnie Buol Ruszczyk talks with Jim Wallace, CEO of BPM, about how the firm has embedded diversity, equity, inclusion, and belonging (DEIB) into the core of its culture and strategy. With more than 40...

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A brief disruption could cost you thousands. A complete failure could cost you everything.

Quick Tech Talk
With Steve Yoss
CPE Today

In the digital era, your data is your most valuable asset. Whether you're serving clients, analyzing operations, or simply keeping your business afloat, uninterrupted access to accurate data is essential. But what happens when that access is suddenly taken away?

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Boundaries, balance, and tech-powered efficiency are key to more fulfilling work.

 

The Disruptors

With Liz Farr


Jackie Meyer envisions a future where every taxpayer “has some kind of democratized access to tax-saving ideas.” Those on the lower end of the income spectrum might be able to upload their 1040s for an instant readout of missed tax saving opportunities and connection to an advisor.


  • CPA TRENDLINES CELEBR...
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Connecting the dots between behavior, legacy, and tax strategy unlocks greater trust—and stronger returns—for clients.


By Rory Henry CFP®, BFA™

For CPA Trendlines


In today’s evolving advice landscape, being an expert in investment portfolios or tax returns is just table stakes. To stand out in a crowded field, you must be able to think at least two steps ahead of your clients. It means helping clients navigate life tr...

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This interdisciplinary approach offers a glimpse into the future of the accounting profession.


The Concierge CPA

With Jackie Meyer

For CPA Trendlines


In this episode of The Concierge CPA, host Jackie Meyer introduces an extraordinary guest who truly embodies the term concierge advisor. Meet Chris Papin—CPA, attorney, insurance producer, and all-around problem-solver for small business clients navigating today’s increas...

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Ditch bland blogs and craft content that actually converts.


Accounting Influencers

With Rob Brown


In this Accounting Influencers episode, Nick Huber—former Financial Times journalist and expert in content strategy—calls out the elephant in the accounting marketing room: most firm content is forgettable. But it doesn’t have to be. 


 Instead of cranking out ge...

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They're not leaving the firm. They're leaving you.

 

Gear Up for Growth

With Jean Caragher

For CPA Trendlines


What’s driving talent out of accounting firms? According to Kimberly Ellison-Taylor, CPA, CGMA, CITP, CISA, everything from outdated leadership to untold success stories is pushing promising professionals away. In this episode of Gear Up for Growth, powered by CPA Trendlines, host Jean Caragher sits down with the po...

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Discover the link between triggers, burnout, and the power of saying “not right now.”


Accounting ARC

With Liz Mason, Byron Patrick, and Donny Shimamoto

Center for Accounting Transformation


Let’s be honest: the accounting profession isn’t exactly known for work-life balance. Long hours, tax season sprints, and "just one more thing" emails can leave even the most seasoned pros teetering on the edge of burnout.


In this...

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From unclear goals to digital missteps, this episode outlines what it takes to transform with confidence.


Accounting Influencers
With Rob Brown

Change isn’t slowing down. It’s speeding up. And according to Hannah Munro, that’s precisely why finance professionals can’t afford to treat transformation as a one-time event.

In this episode of Accounti...

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CPAClub is doing what few dared: killing the billable hour, shrinking the workweek, and proving that audit doesn’t have to suck.

The Disruptors
With Liz Farr

Public accounting has long had a reputation for being slow to change, but in the world of audit, that pace has been glacial. Chris Vanover, CPA, founder and president of CPAClub (formerly AuditClub), is here to challenge that status quo. In this episo...

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"We've got a real problem. And no easy fix."


Accounting Influencers
With Rob Brown

The accounting profession is undergoing a seismic shift—and not all of it bodes well for those who value independence, innovation, or client service. In this episode of Accounting Influencers, veteran tech strategist Randy Johnston, shareholder at K2 Enterprises, reveals the hard truths behind the changing operational and techno...

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Get more control, greater flexibility, and a path to smarter growth.


Gear Up for Growth
With Jean Caragher
For CPA Trendlines

In this episode of Gear Up for Growth, powered by CPA Trendlines, Anshul Agrawal, founder of June15 Consulting, shares how direct ownership offshoring is helping CPA firms unlock long-term value and sharpen their competitive edge. 

  • Gear Up for Growth spotlights the best ...
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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...

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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 ...

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“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...

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