エピソード

  • Does your firm need a CGO?

    Does your firm need a CGO?
    2025/09/15

    As more and more firms add a chief growth officer to their leadership teams, Sarah Dobek of Inovautus Consulting dives into what they should be doing and how firms can get the most out of them.
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    27 分
  • What's now and what's next for CAS

    What's now and what's next for CAS
    2025/08/04

    CAS expert Kane Polakoff of Top 100 Firm CohnReznick digs deep into the current staff of client advisory services, and how this fast-growing service offering is rapidly evolving.
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    34 分
  • Becoming a holistic advisor

    Becoming a holistic advisor
    2025/07/21

    Clients are looking for truly holistic advisors, and accountants are perfectly positioned to be just that, says Rory Henry, a director at Arrowroot Family Office and author of "Holistic Guide to Wealth Management.”
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    24 分
  • Strategic planning for CPAs

    Strategic planning for CPAs
    2025/07/14
    There has never been a time when carefully planning out the future of your firm has been so important, says Matt Rampe of Rosenberg Consulting, as he offers a roadmap for building the firm you want.
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    30 分
  • Managing stress at your firm

    Managing stress at your firm
    2025/07/07
    Long-time industry observer and author of the new book "Civil Warrior" Kristy Short shares best practices for keeping your staff -- and yourself -- from burning out.
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    24 分
  • Audit accelerates

    Audit accelerates
    2025/06/30

    Technology is driving transformation in how audits are conducted at an ever-faster pace, says Paul Goodhew, global assurance innovation & emerging technology leader at Big Four firm Ernst & Young -- and artificial intelligence will only accelerate that.
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    31 分
  • Passion, vision and hard work: Inside Jeff Weiner's success

    Passion, vision and hard work: Inside Jeff Weiner's success
    2025/06/23
    The longtime leader of Top 10 Firm Marcum, Jeff Weiner, shares the secrets behind his remarkable career, and the equally remarkable firm he ran.
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    36 分
  • Accounting in an era of disruption

    Accounting in an era of disruption
    2025/06/16
    AICPA chair Lexy Kessler looks ahead at the challenges and opportunities —often one and the same — that are facing the profession, and what accountants need to do to be ready for them.
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    34 分