33 episodes

Welcome to “Big Ideas”! A podcast series put on by The CPA Consultants Alliance – a working group of thought leaders united in their efforts to further leadership within the CPA Profession.

CPACA - Big Ideas CPACA

    • Business

Welcome to “Big Ideas”! A podcast series put on by The CPA Consultants Alliance – a working group of thought leaders united in their efforts to further leadership within the CPA Profession.

    Bonnie Buol Ruszczyk: Creating a Positive Customer Experience

    Bonnie Buol Ruszczyk: Creating a Positive Customer Experience

    Understanding what customer experience is – and how to create a positive one for the duration of all client relationships – can differentiate your firm, increase client loyalty, and grow your revenue too.

    • 12 min
    Sarah Elliott: Creating New Possibilities through a Coaching Culture

    Sarah Elliott: Creating New Possibilities through a Coaching Culture

    Just imagine what’s possible for your organization when you unlock the latent potential of your people and inspire them to reach new heights! We will explore how you can create new possibilities for your organization, the people in it and everyone you serve by creating a coaching culture.

    • 12 min
    Sarah Dobek: Lead Generation in a Virtual World

    Sarah Dobek: Lead Generation in a Virtual World

    Many firms know that digital and virtual can be important for their growth, but they aren’t always sure how to make a shift to have it play a bigger role in their growth.

    • 8 min
    Tamera Loerzel: Addressing Racism at Work: Start with Microaggressions

    Tamera Loerzel: Addressing Racism at Work: Start with Microaggressions

    Confronting racism begins by educating ourselves and talking about it, even when it is difficult and uncomfortable. Take one piece at a time, such as understanding how microaggressions show up daily for people of color, so you can develop a new way of thinking and interacting in our workplaces. and I think we have to start by talking about it - and not in temporary memes and social media posts or even inspiring messages from our leadership team. I believe we have authentically engage in conversations and look where I am responsible for racism, particularly with Blacks and African Americans.

    • 16 min
    Sandra Wiley: Attributes Needed to Move from Technical Advisor to Consultant

    Sandra Wiley: Attributes Needed to Move from Technical Advisor to Consultant

    Everyone understands that firms must move to advisory and consultative soon, but the question is how. In this podcast Sandra will answer the how, but also the what and the who!

    • 11 min
    Roman Kepcyzk: Importance of the Tech Stack in your Firm's CAAS Transformation

    Roman Kepcyzk: Importance of the Tech Stack in your Firm's CAAS Transformation

    Your firm’s Tech(nology) Stack is the foundation for providing business information to support your transformation towards advisory services. This podcast discusses how today’s integrated applications can deliver information in near real time to help clients make better decisions and streamline their businesses under your direction as their trusted advisor.

    • 10 min

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