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  • Students Who Get Ahead Don’t Wait for Graduation | SLC
    2026/04/09

    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.

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    39 分
  • Geof Brown: Rethink Everything | Gear Up for Growth
    2026/04/06

    Illinois CPA Society CEO lays out the three big challenges.

    Full show notes here

    Gear Up for Growth
    With Jean Caragher
    For CPA Trendlines

    “What got you to this point is not going to be what gets your firm to its next major milestone,” says Geoffrey Brown, president and CEO of the Illinois CPA Society.

    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

    “Be flexible. Be nimble,” he tells Jean Caragher in this episode of Gear Up for Growth. “Surround yourself with the right people and take advantage of opportunities that help you lead into the future.”

    Brown outlines the forces reshaping public accounting and the leadership mindset required for the future.

    Top Takeaways

    1. How Private Equity Is Forcing Firms to Rethink Everything
    2. The New Skills Needed for the Advisory Future
    3. Why Demographics Are the Profession’s Biggest Challenge
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    29 分
  • Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | ARC
    2026/04/02

    MVP culture, investor pressure, and marketing—not product quality—often decide winners.

    Accounting ARC
    With Liz Mason and Byron Patrick
    Center for Accounting Transformation

    The accounting technology market looks crowded from the outside. New tools launch every month. Conference expo halls overflow with promise. And artificial intelligence is accelerating everything.

    But beneath that surface, the economics of building accounting technology tell a more complicated story—one shaped as much by venture capital and sales pressure as by innovation itself.

    • MORE Accounting ARC: 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

    In the latest episode of Accounting ARC, Byron Patrick, CPA.CITP, and Liz Mason, CPA, step back to examine how the industry got here—and where it is likely headed next.

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    28 分
  • Carl Richards: The Lie of “Enough” | Holistic Guide
    2026/03/31

    Why chasing a number won’t solve clients’ financial anxiety—and what advisors should focus on instead.

    Full
    show notes here

    With Rory Henry CFP®, BFA™
    For CPA Trendlines
    The Holistic Guide to Wealth Management

    When advisors think about financial planning, numbers, projections, and optimization strategies are what typically come to mind. But in a recent podcast conversation with me, Carl Richards challenged that assumption, arguing that the real work of planning begins with having a meaningful dialogue about money.

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

    As Richards described his latest book, Your Money: Reimagining Wealth in 101 Simple Sketches, the goal is not to provide answers, but to spark better questions. “The book is just a means to an end,” Richards said. “What I care about is that it starts [better] conversations about money.”




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    39 分
  • Matt Tait: Why Franchising Is the Next Big Thing for CAS | Big 4 Transparency
    2026/03/29

    Sponsored by The True Adviser: Buy now | Learn more

    Big 4 Transparency
    With Dominic Piscopo, CPA
    Full
    show notes here

    Decimal CEO Matt Tait joins Dominic Piscopo to explain why his CAS firm is franchising its playbook, how it drives 50%-plus margins with queue-based delivery and daily book maintenance, and why private equity may accelerate – not kill – entrepreneurship in accounting.

    MORE Dominic Piscopo | MORE CPA Trendlines Streaming Network

    Tait says the biggest accounting story right now isn’t just AI, it’s the industry’s next operating model.

    On the Big 4 Transparency, Tait says Decimal started as a “different” CAS and bookkeeping firm while simultaneously building an internal operating system for running a modern accounting shop. In under six years,

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    36 分
  • Why Accounting Firms Feel So Unstable Right Now | Accounting Voices
    2026/03/29

    Accounting Voices
    With Rob Brown
    Sponsored by
    The True Adviser: Buy now | Learn more

    If you feel like your accounting firm has become unpredictable, you are not imagining it. The ground is moving under your feet. People who spent years feeling stable and secure are suddenly unsettled. Partners are leaving. New leaders appear from nowhere. Titles change. Policies change. Strategies change. And no one explains why.

    MORE Accounting Voices with Rob Brown
    MORE CPA Trendlines Streaming Network

    Right now, the accounting profession feels like someone picked up the entire industry, shook it hard and said, "Good luck." Private equity is buying firms. National groups are rolling up mid tiers. Regional firms are merging into larger firms. Advisory practices are being carved out. Tax teams are being shifted. Audit is being restructured. And firms everywhere are rewriting their business models in real time.

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    16 分
  • Alan Whitman: Why the Next Big CPA Firms Won’t Look Like CPA Firms | Gear Up for Growth
    2026/03/28

    And why culture matters more than ever.

    Full
    show notes here

    Gear Up for Growth
    With Jean Caragher
    For CPA Trendlines

    Sponsored by The True Advisor: Buy now | Learn more

    Alan Whitman isn’t trying to build a better CPA firm. He’s trying to replace it.

    At Nichols Cauley, the former Baker Tilly CEO is recasting the traditional accounting practice as a “financial services company”—a structure that blends tax, insurance, risk, and transaction advisory into a single, continuous client relationship.

    MORE ALAN WHITMAN: PE Deal Tracker Update: Alan Whitman Plants a Flag in the Private Equity Landscape | Breaking the Mold with PE Backing | Build Culture on ‘Progress,’ Not Change | Moss Adams-Baker Tilly Merger: Bigger Isn’t Better. Better Is Better.| Unlocking the Secrets to Smart Growth

    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 videos and podcasts here


    The goal, he tells Jean Caragher in this episode of Gear Up for Growth, is not to expand services around the edges, but to collapse them into one integrated model designed to “manage, protect, and grow” client wealth in a recurring loop.


    The shift reflects a broader rethinking across the profession, in which private equity capital, client demand for one-stop advisory services, and advances in AI are pushing firms beyond the partnership model that has defined accounting for decades.


    Having previously led transformational growth at Baker Tilly, Whitman rejects the notion that rapid growth damages culture.


    “That’s hogwash,” he says. “Culture comes down to one word: trust.”

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    38 分
  • When "What If" Becomes Reality | ARC
    2026/03/26

    A near-tragedy sparks a critical conversation on business continuity, risk, and responsibility in accounting firms.

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

    Business continuity planning often lives in the realm of “someday.”

    Until it doesn’t.

    In the latest episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP; and Liz Mason, CPA, tackle a topic many professionals avoid: what happens when the unexpected actually happens.

    The conversation opens not with theory, but with a moment that makes the stakes unmistakably real.

    • MORE Accounting ARC: 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

    Mason, CEO of High Rock Accounting, recounts a recent skiing accident in which she fell roughly 200 yards and collided with a tree at high speed. She survived with a broken leg—but the incident forced a sobering question: What would have happened to her firm if she hadn’t?

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    39 分