CPA Trendlines Podcasts

Plus: The marketing myths that plague accounting firms.  Capstone Conversations.  With Jean Caragher  For CPA Trendlines Being a managing partner is tough enough, but now accounting firm leaders must master two new superpowers. And CPE won't help.   Complete show notes here.  |  Get more Capstone Conversations every Monday.  |  Follow Jean Caragher on CPA Trendlines.  |  Get Caragher's international best-seller, The 90-Day Marketing Plan for CPA Firms.  |  Catch Jean Caragher with Gear Up for Growth every Friday.  |  And browse all the shows on the CPA Trendlines Podcast Channel  The world for CPA firm marketing professionals is getting more complicated, too. Today, the first thing a marketing executive must do in a CPA firm is not marketing. It's mastering the art of...READ MORE  > > > 

Capstone ConversationsInformal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms.With Jean CaragherFor CPA TrendlinesBrenda Sleeper reflects on her path to the Association for Accounting Marketing Hall of Fame, where she joins an elite few as Bruce W. Marcus Lifetime Fellowship Members. Brenda is a Business Resource Network Relationship Director for the BDO Alliance, working with BDO alliance firms nationwide. Follow Jean Caragher on CPA Trendlines here. Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here Catch Jean Caragher's other show, Gear Up for Growth, here And the rest of the CPA Trendlines broadcast network In this episode, Sleeper reveals: How she "kicked it into gear" when COVID hit How marketing rescued her The skills that make marketers successful Why the game has changed for recruiting marketers and business developers

Accounting Influencerswith Rob BrownIs the accounting profession facing an identity crisis? Can it adapt to meet the demands of a rapidly changing business landscape? Rob Brown brings together a panel of industry experts to discuss the future of accounting. Jeff Phillips, Maureen Dillmore, Samantha Louis, and Sandra Wiley share their perspectives on the profession's challenges and opportunities.More episode notes hereMore Accounting Influencers with Rob Brown hereThe panelists share their thoughts on various topics, including the talent shortage, the impact of technology, the changing business model, and the need to rebrand the accounting profession.They discuss the importance of work-life balance, the role of private equity, and the need for firms to adapt to survive in a competitive landscape. The conversation also touches on the potential of AI, the importance of strategic technology adoption, and the need for better compensation models to attract and retain talent.5 Key Takeaways: The accounting profession needs to rebrand itself to attract new talent Firms need to adapt their business models and embrace change to survive Technology integration and strategic adoption are crucial for future success Work-life balance and flexible work arrangements are becoming increasingly important Private equity is reshaping the accounting firm landscape

Tom Hood, the executive vice president of business engagement and growth at AICPA, discusses how mindset significantly impacts personal and professional growth. He emphasizes the need for CPAs to adapt as automation transforms the industry, necessitating higher-level consulting skills. Hood shares insights on developing a learning culture within CPA firms and the importance of aligning roles to meet changing demands. He also touches on the evolving tasks of accountants and the role of automation in creating a more engaging workplace.

Despite the rise of virtual events, live conferences remain essential for career growth and relationship-building in the accounting industry. Accounting ARCWith Liz Mason, Byron Patrick and Donny ShimamotoCenter for Accounting TransformationJoin Donny Shimamoto, Liz Mason, and Byron Patrick as they dive into the importance of attending in-person events versus virtual conferences. In this lively discussion, they explore how in-person connections, casual coffee line chats, and random encounters can spark lifelong professional relationships that simply can't be replicated online.   EPISODE NOTES Here From handshakes to hugs, the trio shares their personal experiences and insights on how networking at live events can transform your career. 🤝#ARC #inpersonevents #networking #transformaccounting.

Alan Whitman, a visionary leader in public accounting, aims to revolutionize the industry by eliminating billable hours. He argues that firms should focus on delivering value-driven outcomes instead of relying on outdated practices. Whitman emphasizes the importance of collaboration and teamwork within firms while advocating for a cultural shift that prioritizes intellectual capital. He shares insights on navigating resistance to change, embracing mistakes as learning opportunities, and reimagining skills for the future, underscoring that the firms willing to innovate will ultimately thrive.

Bethany Silvis, a marketing supervisor recognized as the Rookie of the Year by the Association for Accounting Marketing, shares her journey in transforming digital strategies for Kerkering, Barberio & Co. She emphasizes the importance of flexibility and prioritizing client experience. Bethany packs valuable advice for accounting marketers, focusing on the significance of timing and communication strategies. The conversation also touches on the joy of personal connections at awards ceremonies and adapting marketing tactics in the wake of the pandemic.

Gear Up for GrowthWith Jean CaragherCapstone Marketing“It's probably impossible to have exponential growth without a strong culture,” says Joey Havens, author of the Amazon bestseller, "Leading with Significance: How to Create a Magnetic People-First Culture," appearing on Gear Up for Growth, hosted by Jean Caragher, president, Capstone Marketing, and powered by CPA Trendlines.  More CPA Trendlines  podcasts here | More Jean Caragher here “Leaders have to be more intentional about connecting and showing that they care,” Havens continues, “and when you do that, then your team members do that with each other, and then they do it with clients, and all of a sudden clients turn into real raving cheerleaders, and all of a sudden this firm has double-digit growth every year.” Other highlights include:  Joey’s guidance for managing partners who question the need for a firm vision.  There is a gap between what the leaders think about culture and what the firm culture is.  How HORNE LLP took a new approach to onboarding new hires.  The impact M&A and private equity can have on firm culture.  Learn about the first three steps to create a magnetic, people-first culture. 

Quick Tax TipWith Art WernerCPE TodayArthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-Rocca Seminars Ltd.Werner’s lecture topic specialties include business, tax, financial and estate planning for high-net-worth individuals.

Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today.Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yossStarting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.