CPA Trendlines Podcasts

Can AI Finally Tame the K-1?

K1x Is Betting $175 Million on It. Full show notes here By Seth Fineberg For CPA Trendlines K1x is putting $175 million in new investment behind an expansion of its K-

Agentic AI Needs Guardrails, Not Hype | ARC

Accountants should demand systems that reveal the work, respect boundaries, and produce results humans can verify. Accounting ARC With Donny Shimamoto, Liz Mason, and By

AI Isn’t Erasing Tax Careers. It’s Rewriting Them | ARC

Firms must build new pathways that develop reviewers, judgment and client-facing skills. Accounting ARC With Donny Shimamoto, Liz Mason, and Byron Patrick Center for Acc

Leah Yoneda: Stop Mistaking Networking for Business Development | MOVE Like This

Sustainable growth comes from cultivating trust over time—not collecting contacts, memorizing sales scripts or forcing professionals into uncomfortable networking routine

Erin Pohan: How to Help Your Clients Understand Accounting | The Disruptors

Connect with your clients: "You're an entrepreneur, I'm an entrepreneur." Full show notes here The Disruptors With Liz Farr Erin Pohan’s firm, Upkeeping, is on a missio

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 here Gear Up for Growth

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

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 CPA With Jackie Meyer In this episode of The Concierge CPA, Dr. Jackie Meyer welcomes

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 here Gear Up for Growth with Jean Caragher for CPA Trendlines Few v

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 ARC With Byron Patrick, Donny Shimamoto and Liz Mason Cent

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

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

If MCPs are the infrastructure, agentic AI is the workforce. Full show notes here The Disruptors With Liz Farr Randy Johnston has been in accounting technology longer

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 Growth with Jean Caragher for CPA Trendlines Mark Koziel is putting the accounting profession on not

Accounting Internships Need an Upgrade | ARC

As AI handles more routine work, how do young accountants develop judgment, communication and leadership? Accounting ARC With Donny Shimamoto and Liz Mason Center for Ac

Rachel Farris: The CPA Career Nobody Talks About | ARC

The next generation is blending entrepreneurship, AI, and advisory into careers that barely existed a few years ago. Accounting ARC With Donny Shimamoto Center for Accou

Caregiving Isn’t a Side Issue - It’s a Workforce Issue | MOVE Like This

“Flexibility should be used as a tool for success. It shouldn't be the exception.” MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines Research In this episode

Conference Season Exposes Accounting's Knowledge Gap | ARC

From vendor demonstrations to hallway conversations, this year's conference season highlights both excitement and uncertainty across the profession. Accounting ARC With

William LeFew, Ph.D.: The Best AI Professionals Think Like Humans | ARC

Technology changes quickly, but critical thinking remains the most valuable skill accountants can develop. Accounting ARC With Donny Shimamoto Center for Accounting Tra

Peter McCarroll: Rethink the Ladder | MOVE Like This

AI changes how professionals gain experience, forcing teams to reinvent leadership development. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines Research Art

David Cristello: Growth Breaks Things – and That’s Normal | The Disruptors

 Build the firm you want by hiring only the best. The Disruptors With Liz Farr Show notes here When David Cristello launched Jetpack Workflow in 2016, the market alread