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CPA Trendlines Podcasts

CPA Trendlines Podcasts

著者: CPA Trendlines
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概要

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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  • Why the Next Generation May Be Accounting’s Greatest Competitive Advantage | SLC
    2026/02/26

    Young professionals bring adaptability and media literacy that firms need in an AI-driven era.


    Student-Led Conversations

    With Arpan Grewal

    Center for Accounting Transformation


    Student-Led Conversations opens its second season with a conversation that reflects a larger shift underway in the accounting profession: rapid technology change, accelerating adoption of artificial intelligence tools, and an increasing push to bring younger voices into the discussion.

    Arpan Grewal, a Center for Accounting Transformation intern and business student in Indiana, welcomes Liz Mason, CPA, CEO of High Rock Accounting, as the first guest of Season 2. Grewal describes the discussion as “full circle,” noting Mason is among the first professionals she interviewed when Student-Led Conversations launched last year.


    • MORE Accounting ARC: Downgraded: What the DOE Said About Accounting | Savage: Using Your License as a Megaphone | Baker: Interpreting Pricing Psychology | 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

    Mason, a co-host of Accounting ARC, argues the profession is no longer talking about incremental change. It is, she says, in the early stages of something much larger.

    The word that continues to surface for her is “revolution.”

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    42 分
  • Rebecca Driscoll: A Millennial and a Boomer Build a Community | The Disruptors
    2026/02/24

    The Collaboration Room turns online peer networks into practical tools for pricing strategy, tax planning, succession, and psychological safety.

    Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer
    Full show notes here

    The Disruptors
    With Liz Farr

    Before they co-founded The Collaboration Room, Rebecca Driscoll and Mike Sylvester, CEO of SBS CPA Group, had both been helping accountants with challenges on an informal basis. “It felt kind of like disorganized, and we just needed one place,” Driscoll explains.

    IN THIS EPISODE: The Collaboration Room | Brenda Cannon | Mike Sylvester | SchedulEase | Take Your Life Back Tax Pro Community | Tax Retreat |

    After Brenda Cannon, co-founder of Cannon & Associates and founder of SchedulEase and the Take Your Life Back Tax Pro Community, connected them, they spent months testing ideas, questioning assumptions, and allowing the concept to grow organically before launching in the fall of 2024. “It doesn’t have to be perfect, and we’ll let it evolve and see what it becomes,” Driscoll says.

    Driscoll and Sylvester “are completely different people from completely different planets,” Driscoll notes. She’s a Millennial. He’s a Boomer. She lives in Charlottesville, VA. He’s in Fort Wayne, IN. “Even to the extent of: I’m on Team Waffles, and he’s on Team Pancakes. We can’t even agree on breakfast.”

    While she initially wondered whether the generational and other differences would be a problem, Driscoll has learned “that partnering with someone who is very different from you can be incredible, because the character flaws that I have, he doesn’t have.”

    Their generational diversity also serves the larger purpose of modeling collaboration across age groups. “It’s so important for the younger generation and the older generation to be in a room together talking about accounting,” Driscoll explains.











    The Disruptors _Ep 133

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    不明
  • Accounting’s “Untalked-About” Frontier | ARC
    2026/02/20

    Rural communities offer meaningful work — and a chance to build a practice on purpose.


    Accounting ARC
    With Donny Shimamoto

    Center for Accounting Transformation


    In an era when private equity rollups and “bigger is better” narratives dominate accounting headlines, Donny Shimamoto, CPA.CITP, CGMA, returns to a quieter question: What does it look like to build a firm — and a career — around serving the places that rarely get the spotlight?

    • MORE Accounting ARC: Why Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | Post-Holiday Fatigue Isn’t a Failure; It’s a Signal | OCR, Research Bots & Meeting Assistants: What Actually Helps Now | Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting | Savage: Using Your License as a Megaphone | Baker: Interpreting Pricing Psychology | Don’t Get Fired by Your Own Automation | What Amazon Doesn't Tell You | Royalties, Residuals, and Reality Checks | ARC-SLC

    In this episode of Accounting ARC, Shimamoto sits down with two practitioners who live that reality every day: Shayna Chapman, who runs a practice rooted in a small Ohio community, and Mohan Chirumamilla, who serves clients across Omaha, Nebraska, and Columbia, Missouri. Their conversation is part practical playbook, part gut-check — and it lands on a message that feels increasingly urgent for the profession: small towns still need sophisticated accounting, and accountants still need work that feels meaningful.

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    39 分
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