Future-Proof Your Business Before AI Wins with Tom Wadelton and Adam Hale

Jul 7, 2026

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The accounting profession is opening up. The firm owners who see that clearly right now are the ones who will come out ahead.

Tom Wadelton and Adam Hale share key takeaways from the LEA (Leading Edge Alliance) North American Regional Conference 2026, one of the top CPA firm conferences in the industry. They cover what the profession's biggest thinkers are saying about where accounting firms are headed. Tom and Adam discuss how large firms are quietly shifting their workforce offshore and upskilling those teams to handle higher-level advisory work.

You’ll hear why the traditional apprenticeship model is breaking down and what it means for hiring, training, and the future of intern classes at CPA firms. On the AI front, Tom and Adam go beyond the hype. They talk about using AI to improve client deliverables, how meeting transcripts and AI-generated summaries are changing financial storytelling, and why human expertise still has a clear edge over AI knowledge alone.

Tune in to the full episode of Future-Proof Your Business Before AI Wins with Tom Wadelton and Adam Hale.

Episode resources:

● Website: https://anderscpa.com/

● If you have questions or would like to be a guest on the show, email us at [email protected]

● Check out the Virtual CFO Playbook Course:

https://anderscpa.com/virtual-cfo-services/vcfo-playbook/

Quotes

Adam Hale: "Double down on your value proposition. In any big seismic shift, that is where you should be spending your time."
Tom Wadelton: "When information becomes abundant, trust becomes scarce. That is where firm owners have to step up."

The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.

Website: https://anderscpa.com/learn/podcasts/the-modern-cpa-success-show/

Facebook: https://www.facebook.com/AndersCPA

LinkedIn: https://www.linkedin.com/company/anders-cpa/

Instagram: https://www.instagram.com/anderscpa/

YouTube: https://www.youtube.com/@andersvcfo

Tom Wadelton is a Partner and Virtual CFO at Anders, bringing over 20 years of financial expertise from his tenure at a Fortune 500 company. He has extensive experience spanning financial management, accounting operations, and information technology integration. Tom specializes in delivering strategic Virtual CFO services, helping businesses optimize their financial performance through advanced accounting solutions.

Website: https://anderscpa.com/about/your-anders-team/#thomas-d-wadelton

LinkedIn: https://www.linkedin.com/in/tomwadelton/

Adam Hale, CPA, is a Partner and Virtual CFO Practice Leader at Anders, dedicated to transforming traditional accounting practices through innovative Virtual CFO services. With over 20 years in public accounting, Adam has been instrumental in the ideation and development of CPA training courses.

Website: https://anderscpa.com/about/your-anders-team/#adam-hale

LinkedIn: https://www.linkedin.com/in/adamhalecpa/