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
“Politics affects tax laws, compliance, and financial decisions. We can’t afford to ignore it."
Transformation Talks
With Donny Shimamoto
Center for Accounting Transformation
Politics and business have always been intertwined, but today’s climate of deep division presents new challenges for accounting professionals. Whether discussing tax policy, compliance, or broader economic issues, accountants oft...
What do tax pros need to know about the uncertainty in Washington?
Quick Tax Tip
With Art Werner
With tax season in full swing, CPAs and tax professionals are juggling client returns and a rapidly shifting tax landscape. In the latest Quick Tax Tip, Art Werner joins Rick Telberg of CPA Trendlines to dissect the state of tax policy, IRS challenges, and how accountants can turn uncertainty into opportunity.
Find your community; find your people.
The Disruptors
With Liz Farr
Richard Roppa-Roberts created Roundtable Labs by accident.
He had just started his consulting firm, Quasar Cowboy, “and I had one spot available for a new client, and I had nine prospects, and I didn't know what to do,” Roppa-Roberts explains. “I was new at this whole thing, and I'm like, Well, I'm gonna put them all in a room together and see what...
Make smarter decisions with the right data tools in Excel, Power BI, and Tableau
Quick Tech Talk
With Steve Yoss
Data visualization isn’t just about making numbers look good—it’s about telling a story. Whether you’re working in Microsoft Excel, Power BI, or Tableau, the chart you choose can completely change the way you interpret and communicate your data. But are you using the right one?
Utilize new tech to level up thought leadership and advisory services.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
The 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 convers...
"We’ve underestimated how quickly AI is changing our profession."
Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation
In 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 coordinate...
Retirement planning isn't just about saving - it's about strategy.
Quick Tax Tip
With Art Werner
With 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.
Don't be afraid to try new ideas or plans--or afraid to fail.
The Disruptors
With Liz Farr
Luke 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 ...
"It’s a five-year degree for accounting versus four years for finance, and finance graduates often earn more."
Accounting Influencers
with Rob Brown
As 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 mo...
Bring complex financial data to life with advanced visualization techniques.
Quick Tech Talk
With Steve Yoss
CPE Today
Financial 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 ...
Mark Koziel calls for CPA firm transformation amid industry disruption.
Gear Up for Growth
With Jean Caragher
Capstone Marketing
Mark 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 acco...
Study finds job embeddedness, not engagement, drives retention.
Know-How Korner
With Donny Shimamoto
Center for Accounting Transformation
A 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. <...
Progressive firms are the key to the future of the profession.
The Disruptors
With Liz Farr
The 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 PODCA...
Transform your workday with generative AI and discover practical ways to save time.
Quick Tech Talk
With Steve Yoss
Generative 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...
Leaders must empower others, share leadership, and foster an inclusive culture to ensure long-term success.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
In 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...
“I’d go through cancer again before I’d go back to not having confidence.”
Accounting ARC
With Arpan Grewal
Center for Accounting Transformation
When 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...
Dress for the job you want, not the job you have - yes, seriously.
The Disruptors
With Liz Farr
Traditional 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 re...
Adopting these tools will define future success in the profession.
Accounting Influencers
with Rob Brown
Randy 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...
Stopping cyber threats before they start begins with adopting one essential email habit today.
Quick Tech Talk
With Steve Yoss
In 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.
Innovation, AI, and next-gen leaders must successfully adapt to constantly changing landscapes.
Accounting Influencers
with Rob Brown
The 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 R...
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