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CPA Trendlines Podcasts

CPA Trendlines Podcasts

著者: CPA Trendlines
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Exclusive information. Extraordinary insight.

See all podcast episodes here: https://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 our clients.

Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support.

You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed.

Facts. Figures. Insights. Implications.

Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends.

We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities.

We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives.

Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.

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  • 5 Ways to Stay Ahead of the AI Curve | Accounting Influencers
    2025/11/08

    Automation isn’t replacing accountants—it’s exposing who can’t evolve.

    Accounting Influencers
    With Rob Brown

    Artificial intelligence isn’t a future disruptor—it’s already embedded in accounting. The profession’s survival depends on how quickly firms adapt.

    “The robots are coming—scratch that—they’re already here,” says Accounting Influencers host Rob Brown. “AI literacy isn’t optional anymore. If you’re treating AI as tomorrow’s problem, you’re already behind the curve.”

    The latest episode explores the seismic impact of automation on accounting and the urgent need for firms to transform their skills, strategies, and structures.

    • MORE Accounting Influencers with Rob Brown

    Citing a McKinsey report, Brown notes that nearly 80% of organizations already use AI in at least one core function. “It’s pervasive now,” he says. “Reconciliation, data entry, transaction classification—AI eats those jobs for breakfast.”

    A 2023 OpenAI study even found that automation could impact nearly all tasks performed by accountants and auditors. Yet, surprisingly, the accounting job market hasn’t collapsed. “Two years into the generative AI journey, most jobs haven’t vanished,” Brown observes. “The danger isn’t robots replacing humans—it’s humans who fail to leverage robots being replaced by those who do.”

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    10 分
  • Julie Barnes: Redefine Your Career from Within | Gear Up For Growth
    2025/11/07

    Growth doesn’t always mean moving on—it can mean moving deeper.

    Gear Up for Growth
    With Jean Caragher
    For CPA Trendlines

    “I love Smith + Howard, and I loved marketing, but I didn’t think I was the person for that role anymore,” says Julie Barnes, chief of staff of Smith + Howard, during her appearance on Gear Up for Growth, powered by CPA Trendlines, and hosted by Jean Caragher of Capstone Marketing. “I didn’t want to leave; I wanted to do something different. I wanted to be valuable to the firm and create value in whatever role I landed in.”

    • More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More Gear Up for Growth
    • More CPA Trendlines videos and podcasts here

    Barnes shares how her 30-year journey at the firm has evolved through initiative, transparency, and a culture that supports growth from within.

    Her story offers two powerful takeaways for professionals in accounting firms.

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    25 分
  • Strategic AI, Not Shiny Objects | ARC
    2025/11/06

    Leaders tie AI to real workflows, not wish lists, and adoption follows.

    Accounting ARC
    With Liz Mason, Byron Patrick, and Donny Shimamoto
    Center for Accounting Transformation

    Accounting leaders are accelerating AI deployment across tax, audit, and advisory—but three accounting veterans and hosts of Accounting ARC argue the difference between adoption and shelfware comes down to focus, guardrails, and relentless training.

    On the latest episode, hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA; dissect how large firms are approaching Microsoft Copilot and adjacent tools. They agree that leaders should start now, but do so strategically.

    • MORE Accounting ARC: Don’t Get Fired by Your Own Automation | What Amazon Doesn't Tell You | Royalties, Residuals, and Reality Checks | ARC-SLC | Free Speech Is a Right; Respect Is a Responsibility | Cash Bags, Casinos & Audits: How First Jobs Shape Us | Gen Z Redefines Careers | Bootleggers, Baptitsts & CPAs: Rethinking Licensure | CPA Firm Ownership Under Fire | Walking Violation: When Showing Your CPA Gets You in Trouble | Audit Bags to TikTok Tags, Gen Z Talks Success | Students Challenge Accounting's Traditional Career Path | True Grit: Recognizing Struggles That Shape Our Successes |More Admins, Fewer Students, No Plan | What Career Advice Gets Wrong for Gen Z - And How to Fix It | Your Identity is Not a Liability | Burnout, Be Gone: Accounting Needs a Boundary Breakthrough

    Patrick, CEO of VERIFYiQ and co-founder and educator at TB Academy, opens with a caution that resonates across enterprise tech cycles: many organizations feel pressured to adopt generative AI without clearly defining expected outcomes. He urges leaders to ask what success specifically looks like, whether that is fewer review points, faster cycle times on close, or reduced audit adjustments.

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    41 分
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