CPA Trendlines Podcasts

 Know How KornerWith Donny Shimamoto.Center for Accounting TransformationIn a world where technology evolves at lightning speed, staying ahead of the curve is crucial for professionals in any field, especially accounting. Recognizing this need, a group of ambitious students from Brigham Young University has created TechHub.training — a free online learning platform designed to help users from all skill levels master essential software tools and applications used in the accounting industryMore here

Rely on your professional network for answers you don't know.The DisruptorsWith Liz FarrNancy McClelland never intended to start a firm, but after leaving a toxic work environment, she took on a few part-time gigs. Because she’d never worked at a CPA firm, she built her firm “the way it made sense” without bumping up against the traditions of “This is how it should be done.”The name of her firm – The Dancing Accountant – reflects her passion for dancing and membership in several dance troupes, including one where she wears miniskirts and go-go boots. Sharing that passion with her clients means putting herself “out there” and having faith that her clients respect her work as an accountant. “And you hope that they don't laugh too hard at your dancing or that they're not disappointed to find out that you're just doing silly, fun stuff.”13 MORE TAKEAWAYS: More Nancy McClelland Disruptor Notes MORE: Disruptors MORE CPA TRENDLINES PODCASTS and VIDEOS: Alan Whitman: Stop Accepting the Status Quo | The Disruptors | Sean Duncan: Discover Your Own Genius | Ingrid Edstrom: True Wealth Is Not Financial | Chris Hervochon: Be the Leader You Want to Work For | Caleb Jenkins: Firm Growth Requires Owners to Shift Roles |Ira Rosenbloom: Don't Merge for the Money | Adam Lean: Get Out of the Accountant's Trap | Geraldine Carter: Charging More is Better for Your Clients | Vimal Bava: When Working Smarter, Not Harder, Is the Only Option |SEE THEM ALL here.

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.