CPA Trendlines Podcasts

Stringent ethical oversight and proactive regulation are needed as AI becomes more integrated into daily life.Accounting ARCWith Donny Shimamoto and Liz MasonCenter for Accounting TransformationHosts Liz Mason, CPA, and Donny Shimamoto, CPA/CITP, CGMA, explore the evolving role of artificial intelligence (AI) in the accounting profession, focusing on both its transformative potential and the ethical challenges it presents.EPISODE NOTES here

Innovation InsightsCenter for Accounting TransformationWith Donny ShimamotoCenter for Accounting TransformationManaging change effectively is crucial for organizational success in a rapidly evolving business landscape. In the latest episode of Innovation Insights, Donny Shimamoto, CPA.CITP, CGMA, hosts Diane Brown, Managing Principal, and David Graham, Principal, from Archos Advisors, to explore the importance of change management in driving performance and innovation. MORE Donny Shimamoto EPISODE NOTES here "Organizations don't change; the people within them change," says Brown. This statement encapsulates the essence of change management. Brown defines it as applying a structured approach to transition an organization from its current state to a desired future state to achieve specific outcomes.

Merge to make a better business.The DisruptorsWith Liz FarrIra Rosenbloom has worked in the M&A area with accounting firms for years, but things are changing today. The community of buyers is shrinking, so firms are being more selective about with whom they partner. Rosenbloom is also seeing more creativity in transactions, and acquiring firms are looking closer at the clients they may be adding.   9 MORE TAKEAWAYS: More Ira Rosenbloom Disruptor Notes  MORE: Disruptors  MORE CPA TRENDLINES PODCASTS and VIDEOS: Geraldine Carter: Charging More is Better for Your Clients | Vimal Bava: When Working Smarter, Not Harder, Is the Only Option | Dawn Brolin Says Grow Your Firm by Shrinking It | Jason Blumer & Julie Shipp: Move Leaders Out of Client Service |  SEE THEM ALL here.

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 CPA Trendlines here: https://cpa.click/steve-yoss Starting 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.

What if pipeline issues aren't related to education or experience, but rather just image?With Steven SacksThe NEW Fundamentals: Thriving in DisruptionWhile firms and accountants continue to lament staffing challenges and research continues into finding workable solutions for firms and finance teams of all sizes, one idea that is beginning to gain more traction has less to do with education versus experience and more to do with marketing.David Bergstein, CPA, CITP, CGMA, discussed the profession's future, specifically the ongoing discourse surrounding the perceived necessity of a fifth year in accounting education. SHOW NOTES: 150 Hours Revisited: The Profession Needs a Facelift MORE SACKS: How Do You Value Your Most Important Asset? | Which is Better: A Year of Education or A Year of Experience? | Sell Service, Not Hours | Private Equity vs. the CPA Firm Partnership | CAS or CAAS? Getting Clarity | Fine-Tuning the Subscription Fee Model | When Cyber-Crime Hits Close to Home | How to Build a Winning Proposal | Six Ways to Fix Your Firm Agreement | The Great Resignation or a Reshuffling? | Listen to Learn | Build the Framework to a Solution with Five Answers | Try for Success, Not a Win  Bergstein challenged the conventional wisdom surrounding the 150-hour requirement for CPA eligibility, suggesting that the industry's primary challenge lay not in the academic threshold but in the misperception of accounting as a lackluster career. "We're beating a horse that's almost dead," he remarked, questioning the emphasis on extending education rather than redefining the profession's image. 

From bullet trains to ski slopes, accountants embrace the freedom of remote work. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting TransformationIn an era where remote work is becoming increasingly prevalent, professionals are discovering the freedom and flexibility to work from virtually anywhere. EPISODE NOTES here

Be unstoppable without sacrificing your soul.The DisruptorsWith Liz FarrLike many of today’s younger accountants, Adam Lean didn’t want to be relegated to the back office recording history and focused on compliance but wanted to have an impact by helping businesses grow. “I didn't want to just be that person that just recorded the fact that the Titanic was sinking. I wanted to help the Titanic not sink.” Younger people “want to make waves,” Lean says. “They want to make more money without having to sacrifice their soul.”  13 MORE TAKEAWAYS: More Adam Lean Disruptor Notes  MORE: Disruptors MORE CPA TRENDLINES PODCASTS and VIDEOS: Geraldine Carter: Charging More is Better for Your Clients | Vimal Bava: When Working Smarter, Not Harder, Is the Only Option | Dawn Brolin Says Grow Your Firm by Shrinking It | Jason Blumer & Julie Shipp: Move Leaders Out of Client Service | SEE THEM ALL here.

Humans are the most advanced supercomputers, but there’s no user manual.The DisruptorsFrom the CPA Trendlines networkWith Liz Farr Like many who start out in public accounting, Vimal Bava didn’t initially question the status quo of our high-stress profession where long hours and little time for self-care are the norm. Part of that stress was a partner who would “chew us out” for mistakes on returns. But when Vimal’s doctor told him he needed to find ways to reduce his stress, he started his own firm. Another wake-up call for Vimal came in 2017 when one of his accountant friends suddenly passed away. Program Notes: Dive deeper into this episode and browse the complete network of CPA Trendlines podcasts, webinars, and programs here.

With Seth Finebergfor CPA TrendlinesRandy Crabtree, perhaps best known as the host of The Unique CPA Podcast, tells Seth Fineberg in this episode of Tax Chat '24 that tax practitioners can avoid tax-season burnout with just a few simple shifts in their workflows.MORE CRABTREE: Follow These 3 Rules to Keep Employees HappyMore takeaways:– Practical steps you can take immediately to pause, recharge and focus during the busiest time.– The warning signs befre you go off track and hit the 'wall.'– How to reset, get organized and finish the day and week strong.– Why connecting with a community for support can be the best answer.Mentioned:Download the free Tri-Merit Specialty Tax Reference Card here

Seth FinebergWith Eric GreenRenowned tax attorney Eric L. Green delivers a roadmap for seizing tax resolution opportunities this tax season in the new video from last week's first Tax Chat of the year, hosted by Seth Fineberg.MORE TAX SEASON: FTC Nails TurboTax for ‘Free Filing’ Scam | Offer Your Tax Clients Other Services |  Higher Fees to Start: Ten Ways to Make Your Tax Season Better | Tax Pros Handle 37.7% of E-filings | If Only the IRS’s Tax Pro Were Useful | Can Your Tax Reviewers Answer These 10 Questions? | Tax Pros File 33% of Early Returns | Can’t IRS Online Accounts Be More Useful?In this live webinar, attendees – and now you – get the fundamentals for catching lucrative tax rep engagements without adding to busy season workloads. With live, real-time Q&A, everyone's questions got answered.