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CPA Trendlines Podcasts

CPA Trendlines
Accounting
Diversity, Equity, Inclusion, and Belonging
Mental Health
Accounting Profession
Microsoft Power BI
CPA Firms
Artificial Intelligence
Finance
Tax
Automation Tools
CPE Today
Corporate Culture
Charitable Giving
Value Pricing
Blockchain Technology
Technology
Work-Life Balance
Business Intelligence
Geni Whitehouse
Profitability

Exclusive information. Extraordinary insight.See all podcast episodes here: 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 ou... more

PublishesDailyEpisodes630Founded5 years ago
Number of ListenersCategories
Business NewsNews

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Artwork for CPA Trendlines Podcasts

Latest Episodes

Ex-Baker Tilly CEO takes helm at a new “category” of CPA firm.

By Rory Henry CFP®, BFA™

For CPA Trendlines

Full show notes here

When CPA firms talk about growth, the conversation often centers on acquisitions, headcount, or revenue targets.

But Al... more

Learn how easily pros tie well-being to success—and how fear of failure can distort self-worth.

Accounting ARC

With Byron Patrick and Donny Shimamoto

Center for Accounting Transformation

Busy season may still be a days out, but the stress response... more

YouTube

Expanding access while maintaining rigorous standards.

Gear Up for Growth

With Jean Caragher

For CPA Trendlines

Full show notes here

“This legislation has real consequences – positive consequences – for the health of firms, corporate accounting d... more

YouTube

Label intent, clarify tone and choose the right channel so feedback lands as coaching, not conflict.

Accounting ARC

With Liz Mason, Byron Patrick, and Donny Shimamoto

Center for Accounting Transformation

Leaders in accounting do not need to choose ... more

YouTube

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Recent Guests

Alan Whitman
Former CEO and chairman of Baker Tilly, author of 'Break the Mold, How to Achieve Transformational Change, Scale and Growth Simultaneously'
Author, Advisor
Episode: Alan Whitman: Breaking the Mold with PE Backing | Holistic Guide
Jen Cryder
CEO of the PICPA, the State Society Advocating for CPAs in Pennsylvania
Pennsylvania Institute of CPAs
Episode: Jen Cryder: From Membership Model to Market Maker | Big 4 Transparency
Brannon Poe
Founder of Poe Group Advisors and host of the Accountants Flight Plan Podcast
Poe Group Advisors
Episode: Brannon Poe: What Private Equity Really Wants From CPA Firms | The Disruptors
Jan Lewis
Partner at BMSS Advisors and CPAs, Vice Chair of the AICPA
BMSS Advisors and CPAs
Episode: Jan Lewis: Workforce Development Is the Next CPA Imperative | Gear Up For Growth
Rory Henry
Director at Error Root Family Office and author.
Error Root Family Office
Episode: OCR, Research Bots and Meeting Assistants: What Actually Helps This Year? | ARC
Dr. Jackie Meyer
Founder and president of Tax Plan IQ, a SaaS software for tax advisory
Tax Plan IQ
Episode: OCR, Research Bots and Meeting Assistants: What Actually Helps This Year? | ARC
Caitlin Hobson
Assistant Professor of Accounting at Arkansas Tech University and researcher in public accountants' hope.
Arkansas Tech University
Episode: OCR, Research Bots and Meeting Assistants: What Actually Helps This Year? | ARC
Amber Schrock
Las Vegas Market Leader and Advisory Partner at Frazier & Deeter
Frazier & Deeter
Episode: Kristi Epp and Amber Schrock: Firms that Listen Keep Their People | MOVE Like This
Kristi Epp
Tax partner at Frazier & Deeter
Frazier & Deeter
Episode: Kristi Epp and Amber Schrock: Firms that Listen Keep Their People | MOVE Like This

Reviews

3.8 out of 5 stars from 10 ratings
  • We’re Tuning in Every Day!

    Rock your world with these new voices and visionaries every day. We’re re-making our firm and the people CPA Trendlines features are an inspiration. Besides, it’s real-world practical from real, live practicing professionals like us. They’ve got it figured out and we’re learning something new every time. Best of all, the stuff works! Weve .

    Apple Podcasts
    5
    Sagabonacker
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The show is praised for its focus on actionable intelligence, which is highly valued by its audience of busy professionals.
Listeners appreciate the practical and relevant insights shared by industry professionals, highlighting the podcast's ability to inform and inspire action in their professional lives.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Alan Whitman: Breaking the Mold with PE Backing | Holistic Guide
Q: Can you talk about the importance of strategy versus planning?
Strategy defines what you wish to achieve, while planning is how you intend to act on that strategy.
Alan Whitman: Breaking the Mold with PE Backing | Holistic Guide
Q: What is that thesis? Or what made it so compelling for you to come on board?
They had a clear market focus and integration plan, making alignment easy when I joined.
Alan Whitman: Breaking the Mold with PE Backing | Holistic Guide
Q: Can you talk about the early experience at Baker Tilly and how you started to break the mold there first?
Alan listened, observed, and noted what needed reimagining, leading to a strategic redesign in 2018.
AJ Johnson: New CPA Licensure Pathway Opens Doors to Talent | Gear Up for Growth
Q: So how is the New Jersey Society helping its public accounting members stay competitive?
AJ discusses recent initiatives such as hosting small firm round tables and establishing support communities for practitioners.
AJ Johnson: New CPA Licensure Pathway Opens Doors to Talent | Gear Up for Growth
Q: What is the biggest surprise that you have found in this role so far?
AJ highlights the strength of community and the collaborative efforts across the country among accounting professionals.

Audience Metrics

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Frequently Asked Questions About CPA Trendlines Podcasts

What is CPA Trendlines Podcasts about and what kind of topics does it cover?

The content consistently provides insights into the accounting, finance, and tax professions, focusing on contemporary challenges, experiences, and innovations. Topics often span from technological advancements like artificial intelligence and blockchain to practical advice on leadership, client relations, and improving work-life balance within the industry. The podcasts feature discussions that emphasize real-world applications, drawing on the expertise of seasoned professionals who share personal anecdotes, enabling listeners to better navigate their careers and organizations. With an emphasis on actionable intelligence and professional development, the discussions are tailored to equip listeners with the knowledge needed to confront emer... more

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These podcasts share a similar audience with CPA Trendlines Podcasts:

1. WSJ Tech News Briefing
2. Trump's Terms

How many episodes of CPA Trendlines Podcasts are there?

CPA Trendlines Podcasts launched 5 years ago and published 630 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on CPA Trendlines Podcasts?

Recent guests on CPA Trendlines Podcasts include:

1. Alan Whitman
2. Jen Cryder
3. Brannon Poe
4. Jan Lewis
5. Rory Henry
6. Dr. Jackie Meyer
7. Caitlin Hobson
8. Amber Schrock

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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