CPA Trendlines Podcasts

Agentic AI Does Not Need Your Job. It Needs a Job Description | ARC

Its greatest value to accounting may be as a carefully controlled specialist working behind the scenes. Accounting ARC With Donny Shimamoto, Liz Mason, and Byron Patrick

Shane Lloyd: Are You Promoting Talent--or Survival? | MOVE Like This

Leaders should examine workplace conditions that determine who gets ahead and who gets left behind. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines Research

Matt Rampe: Your Team Has a Strategy, But Do You Have Momentum? | The Disruptors

Clear ownership, an inspiring vision, and quick wins help accounting teams turn plans into progress. Here are 4 steps to leading change... The Disruptors With Liz Farr F

4 AI Mistakes Leaders Keep Making | Accounting Voices

How accounting teams use the time AI frees up could shape their advice and and prepare the next generation of leaders. Accounting Voices With Rob Brown If AI cuts the

Rebecca Burnick: How to Turn Accountants Into Advisors | It's Not Just the Numbers

Building an advisory practice takes more than freeing up staff time. It requires a deliberate approach to client relationships, training, scope and technology. It's Not

Scotty Scarano: Create Your Dream Career - And Make It Fun | Accounting Conversations

Entrepreneurship, community, and a candid look at firm ownership reveal possibilities many never dream of. Accounting Conversations With Chayton Farlee Center for Accoun

Anne Napolitano: The Future of Accounting's in Value, Not Time | The Disruptors

Accounting firms may offer flexibility, but outdated expectations and missed opportunities can still push experienced professionals out the door. The Disruptors With Liz

What Do You Have to Show for Implementing AI? | Accounting Voices

Look at pricing, services, and client relationships to assess whether AI investments are reshaping the business. Accounting Voices With Rob Brown A tax return completed

Avalara Simplifies Pricing as AI Changes Compliance Work

State-based plans and a newly available AI platform put software costs and accountants' oversight role in focus. By Seth Fineberg For CPA Trendlines Avalara is making i

Before Building with AI, Firms Need a Plan for Client Data | Innovation Insights

Context, verified sources, and human review remain essential as teams build AI tools. Innovation Insights With Donny Shimamoto and Liz Mason Center for Accounting Transf

Michael Annichine: Women Aren’t Small Men - Why Women’s Health Belongs in the Career Conversation | MOVE Like This

The 2026 Accounting MOVE Project report examines how caregiving affects women’s careers. A newly released MOVE Like This episode explores another part of that conversatio

Bonnie Buol Ruszczyk: Caregivers Caught in the Middle | The Disruptors

Accounting firms may offer flexibility, but outdated expectations and missed opportunities can still push experienced professionals out the door. The Disruptors With Liz

How Your Skills as an Accountant May be Undermining Your Firm's Future | Accounting Voices

Technical expertise earns credibility, but the ability to delegate, build trust, and guide people through uncertainty determines how far a business can grow. Full show no

Jeane Hardy: Work You Don't Track Could Be Holding Your Firm Back | It's Not Just the Numbers

Overlooked client requests and undocumented know-how can distort pricing, strain teams, and limit advisory growth. It's Not Just the Numbers With Penny Breslin and Damie

Caitlynn Eldridge: Some Build Smaller Firms to Make Room for Bigger Lives | Accounting Conversations

Recurring revenue, client boundaries, and an entrepreneurial mindset helps shape a career around family. Accounting Conversations With Chayton Farlee Center for Accounti

Tim Brackney: Scaling with Soul | Big 4 Transparency

“This isn’t a flash in the pan. This is an actual structural change in the profession.” Big 4 Transparency By Dominic Piscopo, CPA For CPA Trendlines Private equity in

Nick Boscia: More Clients. More Hours. Less Happiness. | The Disruptors

Burnout pushed him to rethink growth, rebuild his processes, and make room for a better life. The Disruptors With Liz Farr For CPA Trendlines  When Nick Boscia joined h

Buying AI Is Easy. Rebuilding the Firm Is Hard. | Accounting Voices

Leaders reveal a widening gap between adopting new capabilities and building firms that can use them effectively. Accounting Voices With Rob Brown A firm buys powerful

Trent Yesberg: How AI Re-Builds Accounting Firms | It's Not Just the Numbers

Nontechnical teams can use AI-built scripts to automate repetitive work, reclaim valuable time, and turn an accounting firm’s operational problem into a marketable produc

The AI Demo Is Easy. The Rollout Gets Complicated. | Innovation Insights

Building an accounting tool with AI is only the beginning of making it useful, secure, and sustainable. Innovation Insights With Donny Shimamoto and Byron Patrick Center