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CPA Trendlines Podcasts

CPA Trendlines
Accounting
Diversity, Equity, Inclusion, and Belonging
Mental Health
Accounting Profession
Microsoft Power BI
CPA Firms
Automation Tools
Tax
Artificial Intelligence
CPE Today
Finance
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

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Latest Episodes

In the age of AI, conversations, not calculations, will define the future of the profession.

The Disruptors

With Liz Farr

Ed Kless believes accountants can do much more than monitor the numbers. Together with Ron Baker, their latest venture, Thresh... more

YouTube

A new generation of borrowers is emerging—and advisors need to be ready to serve them.

By Rory Henry CFP®, BFA™

For CPA Trendlines

Student loan debt is not just a problem for young professionals anymore. It is a challenge that increasingly touches ... more

YouTube

"The classroom is no longer a pipeline for work-ready professionals."

Accounting Influencers

With Rob Brown

Today’s accounting leaders are facing an alarming truth: the next generation of recruits may be the least “work-ready” in decades.

They kno... more

YouTube

Firms that want to stay independent must transform how they operate, lead, and plan for succession.

.

Gear Up for Growth

With Jean Caragher

For CPA Trendlines

“The problem that a lot of firms have is they just don’t pay attention to what succes... more

YouTube

Key Facts

Accepts Guests
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People also subscribe to these shows.

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Call Me Back - with Dan Senor
Call Me Back - with Dan SenorArk Media, Ilan Benatar

Recent Guests

Bill Pirolli
Executive Vice President of Firm Services at Succession Institute, LLC, specializing in trusted advisor and emerging partner training
Succession Institute, LLC
Episode: Bill Pirolli: You Can’t “Declare” Independence — You Have to Earn It | Gear Up For Growth
Katherine Studley
Founder of a judgment-free consulting firm for the adult industry.
Episode: Katherine Studley: Navigating the Niche of Adult Industry Accounting | Big 4 Transparency
John Geraci
Managing partner of LGA CPAs & Advisors
LGA CPAs & Advisors
Episode: Jeff Call and John Geraci: Future-Proofing Without P.E. | Gear Up For Growth
Jeff Call
Managing partner of Bennett Thrasher
Bennett Thrasher
Episode: Jeff Call and John Geraci: Future-Proofing Without P.E. | Gear Up For Growth
Keith Friedman
CEO and founder of FBO Strategies, creator of the Carbyne Allocation approach.
FBO Strategies
Episode: Keith Friedman: Use Insurance as a Wealth Preservation and Financial Planning Tool | Holistic Guide to Wealth Management
Matt Rampe
Partner of Rosenberg Associates, he consults with CPA firm leaders about strategic planning, succession planning, partner development and profitability.
Rosenberg Associates
Episode: Matt Rampe: Make Strategy Stick | Gear Up For Growth
Chayton Farlee
Student advocate for cloud accounting, host of the Accounting Conversations Podcast
Actuate Cloud Professional Accounting
Episode: Chayton Farlee: How AI and Outsourcing Are Shaping Graduate Careers | It's Not Just the Numbers
Stacie Kwaiser
CEO of Rehmann with nearly 30 years at the firm
Rehmann
Episode: Stacie Kwaiser: Keep Your Best Talent by Living Your Values | MOVE Like This
Jeffrey Weiner
Former Chairman and CEO of Marcum LLP, currently a Senior Advisor at CBIZ
CBIZ
Episode: Jeffrey Weiner: Leadership Lessons from a Billion-Dollar Firm Builder | Gear Up For Growth

Host

Rick Talbert
Host of CPA Trendlines Podcast, providing critical insights into the accounting and finance industries.

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 Statesa year ago

Listeners Say

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

Many find the discussions to be inspirational and beneficial for rethinking strategies in their professional practices, enhancing their understanding of complex topics.
Listeners appreciate the show's focus on practical insights from industry professionals, emphasizing the relevance and applicability of the content to their careers.

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: From Silos to Synergy - Rebuild Culture on 'Progress,' Not Change | The Disruptors
Q: What's the difference between strategy and planning?
Whitman clarifies that strategy is the framework involving mission and vision, whereas planning refers to the specific tactics and implementations meant to achieve those strategic goals.
Alan Whitman: From Silos to Synergy - Rebuild Culture on 'Progress,' Not Change | The Disruptors
Q: What were these groups and how did you build trust between them?
Whitman discusses the internal divisions between long-standing team members and newer recruits. He utilized one-on-one meetings and small group discussions to foster trust and emphasized that change would be evolutionary, not revolutionary.
Bill Pirolli: You Can’t “Declare” Independence — You Have to Earn It | Gear Up For Growth
Q: What happens if a firm doesn't have that future leader or leaders? Are they just destined to be acquired?
Without future leaders, firms may be acquired, and the landscape will change, especially with private equity influencing operations.
Bill Pirolli: You Can’t “Declare” Independence — You Have to Earn It | Gear Up For Growth
Q: Where should CPA firm leaders start when they're thinking about developing a succession plan? What's the first step?
The first step is to define what succession means, and it should be acknowledged as an ongoing process that starts on day one, not just as a partner retirement issue.
Katherine Studley: Navigating the Niche of Adult Industry Accounting | Big 4 Transparency
Q: Where are you going to do the tax research, right?
Katherine shares that she hires knowledgeable accountants, relies on mentors, and utilizes Google Alerts, learning through client problems to stay updated on tax research.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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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?

Focused on the needs of professionals in tax, accounting, and finance, this series provides exclusive insights and research-driven analysis to empower decision-makers in the industry. Through engaging conversations with experts, the content addresses pressing issues, industry trends, and practical strategies aimed at enhancing professional success and organizational growth. Notably, it emphasizes actionable intelligence and offers listeners concise executive briefings, making complex topics accessible and relevant to busy professionals looking to stay ahead in a rapidly evolving landscape. The blend of research, expert commentary, and real-world perspectives makes this series a valuable resource for those striving to thrive in their careers... more

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How many listeners does CPA Trendlines Podcasts get?

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Which podcasts are similar to CPA Trendlines Podcasts?

These podcasts share a similar audience with CPA Trendlines Podcasts:

1. The Accounting Podcast
2. Talking Tax
3. All-In with Chamath, Jason, Sacks & Friedberg
4. Small Business Tax Savings Podcast
5. Call Me Back - with Dan Senor

How many episodes of CPA Trendlines Podcasts are there?

CPA Trendlines Podcasts launched 5 years ago and published 561 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact CPA Trendlines Podcasts?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on CPA Trendlines Podcasts?

Recent guests on CPA Trendlines Podcasts include:

1. Bill Pirolli
2. Katherine Studley
3. John Geraci
4. Jeff Call
5. Keith Friedman
6. Matt Rampe
7. Chayton Farlee
8. Stacie Kwaiser

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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