CPA Trendlines Podcasts

CPA Trendlines
  • 3.8 (8)
  • Business News
  • Updated Semiweekly

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. 

  1. 3d ago

    Shelly Weir: Florida CPAs Save Their Licenses. For Now | Gear Up for Growth

    FICPA CEO Shelly Weir says the profession survived its most serious deregulation fight yet. The threat isn’t confined to Florida. Full show notes hereGear Up for GrowthWith Jean CaragherFor CPA TrendlinesFlorida CPAs came closer than many realized to losing the regulatory structure behind the CPA license, as a sweeping deregulation drive threatened the state Board of Accountancy and raised the possibility of a credential weakened to the point that “anybody could put those letters behind their name,” according to Shelly Weir, president and CEO of the Florida Institute of CPAs.MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | MORE Gear Up for Growth here | MORE CPA Trendlines Streaming Network here“The elimination of the CPA license altogether – or having a license so degraded and devalued that anybody could put those letters behind their name – I don’t know what terrifies me more,” Weir tells Jean Caragher in this episode of Gear Up for Growth.READ MORE > > >

  2. 4d ago

    Blake Carroll: The CPA Exam Isn’t Testing How Smart You Are | Accounting Conversations

    PwC consultant and CPA exam coach says success depends less on being the smartest person in the room and more on managing time, building effective habits, and continuing after setbacks.Accounting ConversationsWith Chayton FarleeCenter for Accounting Transformation The greatest obstacle standing between most CPA candidates and their licenses is not intelligence. It is time. That distinction matters, says Blake Carroll, CPA, a deployment consultant with PwC who helps aspiring CPAs develop the plans, habits, and mindsets they need to pass the exam. “I truly believe anyone can pass it,” Carroll tells host Chayton Farlee on the Accounting Conversations podcast. “It’s not a test of intelligence. It is a test of endurance.” MORE CPA Trendlines Streaming Network In the episode, Carroll and Farlee, an assurance associate at CliftonLarsonAllen, explore what makes the exam so difficult — and why the skills candidates develop while preparing for it can continue serving them long after they earn their licenses. Carroll knows candidates must master a large volume of technical material, often while working full time, attending school, or managing family responsibilities. They must sustain that effort for months and sometimes longer, without the frequent deadlines and feedback that help structure a college course. The resulting pressure can lead candidates to question whether they are smart enough, moving quickly enough, or studying the right way. “Anxiety can kill more CPA dreams than the difficulty of the material,” Carroll says.

  3. Aug 24

    David Podell: The Retirement Plan Provision Most Tax Advisers Overlook | The Concierge CPA

    Solo 401(k)s let you think beyond retirement.Full show notes here.The Concierge CPAWith Jackie MeyerIn this episode of The Concierge CPA, Dr. Jackie Meyer welcomes back David Podell, founder of Business Benefits Consultants, to unravel the evolving world of retirement planning and its strategic value for business owners.MORE Jackie Meyer and The Concierge CPA | MORE CPA Trendlines Streaming NetworkPodell explains the solo 401(k)’s advantages over simpler plans like SEPs or SIMPLEs, dives into common mistakes business owners make, and shares how smart structuring — including leveraging Roth contributions and defined benefit add-ons — can elevate retirement planning from compliance to strategy.“Putting money in these retirement plans pulls money out of the business and creates a personal net worth," Podell says.MORE > > >

  4. Aug 21

    Jim Metzler: The Profession’s Best Are Walking Away from Partnership | Gear Up for Growth

    Firms, not candidates, are to blame for a generation of superstars declining the summons.Show notes hereGear Up for Growthwith Jean Caragherfor CPA Trendlines Few voices carry more weight on the question of who becomes a partner, and why, than Jim Metzler’s. So when the former AICPA vice president and longtime mentor to emerging firm leaders says the profession’s top performers are hesitating at the threshold of partnership, firm owners would do well to listen.MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | MORE Gear Up for Growth here | MORE CPA Trendlines Streaming Network hereIn the new episode of “Gear Up for Growth,” hosted by Jean Caragher of Capstone Marketing, Metzler lays out why – and what separates the firms that keep their stars from the ones that lose them.“The bigger the superstar in the firm, the more they say, ‘I’m really not sure if I want to be a partner,'” says Jim Metzler, founder of Metzler Advisory Group and author of “The Emerging Partner Playbook: A Complete Guide for Emerging Partners in CPA Firms,” this edition of “Gear Up for Growth,” powered by CPA Trendlines and hosted by Jean Caragher, president of Capstone Marketing. READ MORE > > >

  5. Aug 20

    Can Gen Z and Boomers Speak the Same Business Language? | ARC

    As workplace language evolves, effective professionals know their audience and adapt their message. Accounting ARCWith Byron Patrick, Donny Shimamoto and Liz MasonCenter for Accounting Transformation Every generation enters the workplace speaking a slightly different language. For Generation Z, that language may include phrases such as “delulu,” “mid” and “fire.” For earlier generations, the dated vocabulary might sound different, but the underlying challenge remains familiar: How do people bring their authentic voices to work while still communicating professionally? MORE Accounting ARC: Accounting Internships Need an Upgrade | The CPA Career Nobody Talks About | Conference Season Exposes Accounting's Knowledge Gap | The Feedback Mistake That Costs You Your Best People | Is Your Boss Really the Problem? | Most Accountants Are Missing This AI Shift | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting’s Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet In this episode of the Accounting ARC podcast, Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP; and Liz Mason, CPA, examine the supposed language barrier separating Generation Z and baby boomers — and question whether it is really as new or insurmountable as some portray it. Their conclusion is less about memorizing the latest slang and more about developing an essential power skill: adaptability.

  6. Aug 19

    Shannon Stone-Winding: The Workforce Was Built for a Life That No Longer Exists | MOVE Like This

    As caregiving responsibilities expand across generations and definitions of family, employers have an opportunity to rethink how work gets done — and keep valuable people in the process. MOVE Like ThisWith Bonnie Buol RuszczykFor CPA Trendlines Research In this episode of MOVE Like This, Shannon Stone-Winding, President and CEO of the Business Alliance of Colleges and Employers (BACE), joins Bonnie Buol Ruszczyk to explore caregiving through a much broader lens: what does it mean for an organization to truly care for its people? Shannon brings both a professional and deeply personal perspective to the conversation. In addition to her work connecting employers, colleges, and emerging talent, she has spent 20 years as the primary caregiver for her husband, a 100% service-connected disabled Marine Corps veteran. MORE MOVE Like This | MORE CPA Trendlines Streaming Network That experience has shaped how she thinks about caregiving, workplace culture, and what employees need to remain and thrive in their careers. Shannon’s current caregiving research grew from a conversation at a diversity symposium, where accounting professionals began sharing examples of how firms were responding to employees’ changing needs.

  7. Aug 17

    Randy Johnston: Accounting’s Brave New World of MCPs | The Disruptors

    If MCPs are the infrastructure, agentic AI is the workforce. Full show notes hereThe DisruptorsWith Liz Farr Randy Johnston has been in accounting technology longer than many of today’s practitioners have been alive. With more than 50 years in the field, and a hand in designing everything from IBM ThinkPads to Excel’s PivotTables, he has seen more technological revolutions than he can easily count. He even wrote AI code in 1975 in Lisp. Through it all, he has remained true to a singular ideal: “My personal mission has always been to help as many people as possible do the things they want to do with technology.”MORE DISRUPTORS: David Cristello: Growth Breaks Things – and That’s Normal | The Disruptors | Blumer, Vacin: What Only 5% of Firms Get Right | Disruptors | Ira Rosenbloom: PE Forces Firms to Pick a Future | The Disruptors | Doug Slaybaugh: How to Define “Values in Motion” | The Disruptors | Nancy McClelland: Bookkeepers Need a Safe Space to Collaborate | The Disruptors | Chase Damiano: Good Operations Means Defining How the Hand-Offs Happen | The Disruptors | Jeff Seibert: Digits Software Moves Toward Real-Time Accounting | The Disruptors |  MORE CPA Trendlines Streaming NetworkYet Johnston, executive vice president of K2 Enterprises and co-founder of Network Management Group, says the most significant shift is happening right now with Model Context Protocols (MCPs). MCPs are a technical layer that allows multiple systems to be connected and queried through AI. Though he’s spent decades watching technology evolve through mainframes, databases, graphical interfaces, and SaaS, he says MCPs may be the most consequential development he’s seen in years. “It’s making me think we no longer need dashboards. It’s making me think we no longer need user interfaces the way we did,” he says. “I think we’re actually going to wind up talking to a lot of our systems in the very near term.” MORE > > >

  8. Aug 14

    Mark Koziel: The End of Accounting as We Know It | Gear Up for Growth

    Koziel Calls for a New CPA Firm Model. Show notes here Gear Up for Growthwith Jean Caragherfor CPA Trendlines Mark Koziel is putting the accounting profession on notice: The business model that sustained CPA firms for generations is running out of time. “The hours-times-rate model is a death knell for the profession,” says Koziel, CPA, CGMA, president and CEO of the AICPA and the Association of International Certified Professional Accountants, on Gear Up for Growth, powered by CPA Trendlines and hosted by Jean Caragher, president of Capstone Marketing. MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here Gear Up for Growth is tailored specifically for public accounting firms with up to 100 team members looking to expand their practices intelligently and efficiently. MORE Gear Up for Growth here | MORE CPA Trendlines Streaming Network here As artificial intelligence accelerates the automation of tax preparation and compliance work, Koziel says CPA firms must fundamentally rethink how they create—and price—value for clients. “There’s still value to that tax return,” Koziel says. “It’s just not based on our inputs.” Rather than charging for the time it takes to complete compliance work, Koziel encourages firms to focus on the insight, judgment and peace of mind they provide through planning, advisory services and proactive client relationships. One of his strongest messages centers on repositioning the profession beyond its traditional identity. “If you ask anybody on the street what a CPA does, they’re going to tell you tax,” Koziel says. “But advisory and planning are the two that we really need to start nailing down.”Throughout the discussion, Koziel emphasizes that while AI continues to reshape workflows, it does not diminish the importance of the CPA. Instead, it elevates the profession’s responsibility to help clients interpret information, make better decisions and navigate increasing complexity. MORE > > >

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Ratings & Reviews

3.8
out of 5
8 Ratings

About

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. 

Information

  • Creator
    CPA Trendlines
  • Years Active
    2020 - 2026
  • Episodes
    706
  • Rating
    Clean
  • Copyright
    © Copyright 2026 CPA Trendlines
  • Show Website
    CPA Trendlines Podcasts

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