"We’re growing in a way that is strategic, and that we’re preparing our people to meet the demands of that growth.”

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research

In this episode of MOVE Like This, Bonnie Ruszczyk sits down with Sarah Petrone, chief human resources officer at Clark Nuber, for a conversation about responsible growth, leadership pipelines, belonging, and what it truly means to build a firm where people want to stay for the long haul.

• MORE MOVE Like This | MORE Benchmarks: Register for MOVE 2026 | MORE CPA Trendlines Streaming Network

With more than 20 years in human resources across eight industries, Petrone joined Clark Nuber after leading HR in a startup environment, intentionally seeking a stable yet innovative professional services firm. What she found was an organization that understands a fundamental truth of accounting: in professional services, people are the product. That reality shapes everything from growth strategy to succession planning.

From Experiences to Transformations: The Future of Value Creation.
Full show notes here

With Rory Henry
The Holistic Guide to Wealth Management

When advisors talk about differentiating themselves from the pack, the conversation often centers on providing better service models, improved technology, or more personalized experiences. But according to Fortune 500 management advisor Joe Pine, those levers are no longer enough. The real opportunity lies one level deeper: helping clients change.

MORE Rory Henry | MORE The Holistic Guide to Wealth Management | MORE CPA Trendlines Streaming Network

Cofounder of Strategic Horizons LLP, Pine is the co-author of The Experience Economy and author of the newly released The Transformation Economy. He argues that the U.S. economy has continued its long arc first from commodities, then to goods, services and experiences, and now to transformations. In this next transformation phase, the customer is no longer buying a product, activity or even a memorable event. They are investing in who they want to become.

How savvy CPAs are unlocking powerful insights buried in their practice management systems.
Plus: Download the slide deck.
See all the show notes here

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

“What surprised me most isn’t what the data says,” says Michelle Golden River, CEO of Fore LLC, in a new episode of Gear Up for Growth, powered by CPA Trendlines. “It’s that almost every CPA already has it, and it rarely makes it into leadership conversations.”

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 Streaming Network here

River challenges CPA firm leaders to rethink long-held assumptions about growth and sustainability. “There is no reason we should be taking a high volume of low spenders when it’s killing us. It’s ruining our sustainability chances,” she says.

River leaves three big takeaways for CPA firms.

The 2026 MOVE Project aims to turn caregiving challenges into actionable insights for firms.

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

As accounting firms continue to grapple with talent shortages, retention challenges, and evolving workforce expectations, a growing segment of professionals is quietly carrying an additional burden — one that rarely shows up on a balance sheet.

• MORE Accounting ARC: Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet | Accounting’s “Untalked-About” Frontier | 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

They are caregivers.

In the latest episode of Accounting ARC, Donny Shimamoto, Byron Patrick, and Liz Mason turn their attention to the 2026 Accounting MOVE Project — and the professionals it aims to better understand and support. This year’s emphasis: the “sandwich generation” and others balancing careers with caregiving responsibilities. The topic reflects a broader shift in how the profession defines talent, productivity, and success — and raises questions about whether traditional firm structures are keeping pace with reality.

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.

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.

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.”

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

Internships, leadership roles, and networking accelerate success for accounting students...Plus 20 Key Takeaways!

Student-Led Conversations
With Chayton Farlee
Center for Accounting Transformation

What if the difference between a “typical” accounting student and a standout future professional isn’t GPA, but initiative?

That’s the underlying theme of this episode of Student-Led Conversations, where host Chayton Farlee sits down with fellow accounting student Noah Brabble for a candid, high-energy discussion on leadership, internships, and what it actually takes to build a career before graduation.

• MORE SLC: Will AI Make Students Better Learners — or Just Faster Workers? | Why the Next Generation May Be Accounting's Greatest Competitive Advantage | Students Redefine Career Readiness | Savage: Using Your License as a Megaphone | Baker: Interpreting Pricing Psychology | Royalties, Residuals, and Reality Checks | ARC-SLC

This isn’t a conversation about theory. It’s a real-time look at what today’s students are doing—and what others should be doing—to get ahead.

Whether it’s pursuing internships, stepping into leadership roles, or building a professional presence online, the students who take action early are the ones who create momentum.

As Brabble puts it, success later is often a reflection of what you invest now.

Because the future of the profession isn’t waiting. And neither are the students shaping it.