『CPA Trendlines Podcasts』のカバーアート

CPA Trendlines Podcasts

CPA Trendlines Podcasts

著者: CPA Trendlines
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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

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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  • Lisa Fitzgerald: Belonging's No Longer an Option in Accounting | MOVE Like This
    2026/04/15

    Effective leaders create connection, recognizing that human-centered leadership is critical.


    MOVE Like This
    With Bonnie Buol Ruszczyk
    For CPA Trendlines Research

    In this episode of MOVE Like This, Bonnie Ruszczyk is joined by Lisa Fitzgerald, Chief Human Resources Officer at Eide Bailly, for a conversation about talent, leadership, and what it takes to build workplaces where people actually want to stay. With nearly two decades at the firm and a career spanning manufacturing, technology, and professional services, Fitzgerald brings a practical, people-centered lens to some of the profession’s biggest challenges.

    • MORE MOVE Like This | MORE CPA Trendlines Streaming Network

    One issue keeping Fitzgerald up at night is the accelerating impact of AI on the accounting workforce. While Eide Bailly is approaching AI adoption thoughtfully and seeing real productivity gains, Fitzgerald is just as focused on the downstream effects, particularly how the conversation around AI may influence students deciding whether accounting feels like a “safe” career choice. With firms still recovering from talent shortages, she sees a real risk that fear and uncertainty could deter future professionals before they even enter the pipeline.

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    35 分
  • Sharrinn Fuller: Build It Better, Then Let It Run Without You | The Disruptors
    2026/04/14

    Freedom comes from systems.

    Full show notes here

    The Disrupters
    With Liz Farr
    For CPA Trendlines

    Sharrin Fuller isn’t your typical accountant. For one, she’s not a CPA. She doesn’t have an accounting degree. She didn’t even go to college. But despite lacking what most consider the usual credentials and following “the most unconventional and broken path possible,” she managed to build and sell two successful accounting firms. Fuller recounts this story in her new book, Unfollow the Rules: The Messy Truth About Burnout, Bad Decisions, and Building Until It Works.

    MORE DISRUPTORS: Candy Bellau: The $350 Pricing Mistake that Nearly Broke this Boutique Firm | Poe: What P.E. Really Wants from Firms | The Disruptors | Daiber: Use Succession as a Growth Strategy | Cannon: Busy Season is Self-Inflicted | | Rampe: Build a Roadmap Even When the Road’s Not There | Chang: Killing SALY, One Agent at a Time |

    MORE CPA Trendlines Streaming Network

    Fuller wrote the book to help entrepreneurs see behind the social media images of success. “All you see are their wins and their glorified wins, but you don’t know what it took to get them there,” she explains. Her book was originally intended to be a how-to guide, but halfway through the process, she changed her mind. “I don’t want to write this book telling people this is how you should do it,” she explains. “I needed to be vulnerable so people could understand how I got to the point that I got to.”

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    48 分
  • Basis Makes Its Move: Taps Kenji Kuramoto to Close AI’s Biggest Gap
    2026/04/10

    What It Means for Next Phase of Artificial Intelligence in Accounting.

    Full show notes here

    By Seth Fineberg
    For CPA Trendlines Research

    “Managing partner-in-residence” is not a standard role in accounting, and that was the first point of friction when Kenji Kuramoto was asked to explain his new job at Basis, the accounting AI agent company. What does that actually mean?

    The answer goes beyond one hire. It points to a shift now underway in accounting: artificial intelligence is moving out of experimentation and into operations, and firms are not yet prepared for what that requires.

    MORE Kenji Kuramoto: Behind Sorren’s Roll-Up: $170 Million, 1,000 Employees, 85 Partners | Kenji Kuramoto: Rules? What Rules? | Getting Real: Accounting Tech Decisions You Need to Make Today


    Basis, at getbasis.ai, says that Kuramoto, founder of cloud pioneer Acuity, joined full-time to help firms transition to AI-enabled operations, working directly with customers and shaping the product. The company made clear this was not a symbolic role. “Kenji isn’t here to advise from the margins,” CEO Matthew Harpe says. “He’s a full-time member of this team… creating the product with us.” Kuramoto is embedded with the company, not observing from the outside.

    READ MORE > > >



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    23 分
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