
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. ...more
CPA Trendlines
All Episodes (123)
From new to old
From new to old
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1. Jason Deshayes: What We're Doing Isn't Working
Sep 11,2023 01:08:00 -
2. Heather Satterley: You've Got to Meet People Where They Are
Sep 04,2023 33:27 -
3. Adrian Hong: Necessity Can Make You an Expert
Aug 29,2023 31:16 -
4. Bill Penczak: Stop Forcing Smart People to Do Stupid Work
Aug 28,2023 01:20:23 -
7. Getting Real: Accounting Tech Decisions You Need to Make Today
Aug 08,2023 01:00:51 -
8. The Disruptors: Al Anderson on The New Manifesto for Audit
Jul 23,2023 59:55 -
9. Scott Scarano: First, Grow People. Then Firm Growth Can Follow
Jul 17,2023 01:10:16 -
10. Ira Rosenbloom: With M&A, Nobody Wants a Fixer-Upper
Jul 13,2023 56:38 -
11. Jody Padar: Build a Practice that Works for You, Not Vice-Versa.
Jul 10,2023 55:00 -
12. Peter Margaritis: Communication is key but can be harder to teach.
Jun 19,2023 43:22 -
15. Ryan Lazanis: Build the Firm that Suits Your Lifestyle
May 22,2023 46:36 -
18. Megan Genest Tarnow: Hire for Curiosity Rather Than Compliance
May 01,2023 43:06 -
19. Twyla Verhelst: Firms Must Get Creative to Compete
Apr 18,2023 56:01 -
20. Donny Shimamoto: Future Firm Growth Requires a Mindshift
Apr 17,2023 47:34 -
21. Hitendra Patil: No New Tech. No New Growth.
Apr 17,2023 45:59 -
24. The Disruptors with Heather Smith: Try Not Growing Your Business
Mar 27,2023 50:29 -
25. Jackie Meyer: Be a problem solver, not a number cruncher.
Mar 21,2023 26:11 -
27. Clayton Oates: One Way to Keep Clients for Life
Feb 17,2023 01:17:27 -
28. Ron Baker: Monetize the Relationship, Not the Transaction.
Feb 10,2023 01:07:06 -
32. The Disruptors with Hitendra Patil
Jan 10,2023 46:04 -
34. Work Less, Earn More: Build the Accounting Firm of Your Dreams
Dec 12,2022 01:04:19 -
36. Donny Shimamoto: Future Firm Growth Requires a Mindset Shift
Dec 01,2022 47:05 -
38. Mike Whitmire: Re-Think Your Hiring and Training Practices
Nov 23,2022 36:07 -
39. Ed Kless: Clients Don’t Want Outputs. They Want Outcomes!
Nov 13,2022 39:59 -
41. The Six Pillars for Finance Transformation with Chris Ortega
Oct 14,2022 06:36 -
42. CSR for CPAs: The Missing Ingredient
Oct 06,2022 31:29 -
43. O.D. Lanier: The Four – or Five – Steps for Moving into Consulting
Sep 28,2022 35:51 -
44. Hector Garcia: How Niche Knowledge Drives Success
Sep 21,2022 01:06:55 -
45. Career Advice and Success Planning for Accountants from Mike Maksymiw
Transformation TalksWith Bill PenczakCenter for Accounting TransformationAfter 16 years of working in firms, Mike Maksymiw, CPA, CGMA, was done. Or, so he thought.Maksymiw discussed his career path in the latest episode of Transformation Talks with Bill Penczak, the chief transformation officer for the Center for Accounting Transformation. Maksymiw, who is now the leader of Aprio's Alliance-Firm Foundation, offers career advice for new CPAs and thoSep 13,2022 33:53 -
46. Disruptor: Jason Staats Shakes Up the Status Quo
Sep 09,2022 50:20 -
47. Innovation Insights: Early Adopters Gain the Edge in Audit
Sep 03,2022 26:56 -
48. From Tax to Transformation
Aug 26,2022 32:00 -
49. The Disruptors: Penny Breslin on Facing Your Staffing Challenges Head-On
Aug 15,2022 01:02:01 -
50. Episode 421: Thinking Smart about New Tech: Byron Patrick
Aug 03,2022 38:09 -
52. Episode 419: Why the Future of Audit Is in Risk Advisory
Jul 15,2022 24:24 -
53. Episode 418: How Auditors Can Improve Efficiency and the Budget
Jul 15,2022 35:17 -
57. Episode 414: Is it CAS or CAAS? Getting Clarity
Apr 27,2022 00:00 -
60. Episode 411: The Disruptors: Brannon Poe Rejects the Status Quo
Apr 01,2022 34:01 -
62. Episode 408: How Private Equity Changes Everything
Mar 19,2022 12:52 -
69. Episode 402: Closing the Sale, with Sarah Dobek and Ty Hendrickson
Jan 19,2022 12:11 -
74. Episode 48: The Keys to Better Client Relations, with Jeff Pawlow
Dec 18,2021 03:50 -
75. Episode 47: How to Hire the Best, with Josh Fisher
Dec 15,2021 14:11 -
76. Episode 46: Staffing in the Age of COVID, with Pasha Malick
Dec 12,2021 20:24 -
81. Episode 43: How Covid Changes Recruiting, with Ronald Kranzler
Nov 26,2021 22:06 -
83. Episode 41: EisnerAmper CEO Explains the Firm's Private Equity Deal
Nov 22,2021 28:59 -
85. Episode 1: Google Ad Tips for Accountants with Becky Livingston
Oct 07,2021 01:00:50 -
91. Episode 1: Gary Cokins on Predictive Accounting with Steven Sacks
Jul 02,2021 22:59 -
92. Nancy Fox: Winning the Mind Game of Success
Apr 29,2021 26:35 -
97. Steven Braunstein: Learning How to Lunch Online
Mar 12,2021 14:09 -
98. Episode 25: Gary Cokins: Mythbusting Performance Management
Feb 01,2021 28:25 -
102. Blockchain 101 for Business, featuring Jack Shaw
Dec 04,2020 30:55 -
103. David Bergstein - What's a Bot?
Nov 13,2020 11:18 -
106. Robert Fligel: COVID Infects CPA Firm M&A Deals
Oct 05,2020 22:28 -
107. David Bergstein: Your Competition Isn't Who You think It Is
Oct 02,2020 33:50 -
108. Eileen Kennedy on Managing Client Experience in the Covid Age
Aug 16,2020 39:12 -
109. Stephen Nelson on Three Hidden Surprises in PPP Loan Forgiveness
Aug 16,2020 03:49 -
110. Judy Trepeck on How to Think Beyond Accounting
Aug 13,2020 25:32 -
111. Bill Reeb talks with Steven Sacks on Management in the COVID Era
Jul 27,2020 32:11 -
112. Gabby Luoma on the Covid Crisis
Jul 19,2020 20:42 -
114. Zach Gordon, NYSSCPA Cannabis
Sep 12,2019 27:44 -
115. [The Cannabis CPA] Ben Curren of Green Bits
Jun 24,2019 28:18 -
116. [The Cannabis CPA] Sean Robinson, Tebaja Consulting
Jun 22,2019 22:59 -
117. [The Cannabis CPA] Cristina Garza, CannaComply
Jun 22,2019 15:33 -
118. [The Cannabis CPA] Matt Karnes, Greenwave Consultants
Jun 22,2019 21:09 -
119. [The Cannabis CPA] Laura Durham, Kind Accounting
Jun 21,2019 27:32 -
120. [The Cannabis CPA] Alex Glueckler, Silver Leaf CBC
Jun 21,2019 26:53 -
121. [The Cannabis CPA] Rich Wortmann, Leading the Way in Pa.
May 21,2018 15:32
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.
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