CPA Trendlines Podcasts

CPA Trendlines

Exclusive information. Extraordinary insight.See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support. You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed. Facts. Figures. Insights. Implications. Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends. We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.

Episodes

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Oct 15, 2025 • 38sec

Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.

Poe Group Advisors; Helping accountants buy, build, and sell exceptional firms.Our clients love working with us, and we know you will too! Don’t just take our word for it. Learn more about our client success stories and how we’ve guided buyers and sellers through a smooth transition with their bookkeeping, accounting, and CPA firms. Learn MorePoe Group Advisors is the premier accounting practice intermediary firm in the industry with over 20 years of M&A experience. PGA was founded by Brannon Poe, a CPA with a Big 4 background. Buying or selling a CPA firm is one of life’s most significant ventures for business owners. Qualified buyers looking to buy an accounting firm want to find the right CPA practice for sale and accounting practice sellers want to find the right buyer. This is where Poe Group Advisors excels time and time again in helping our clients find the right accounting practice sales opportunity. Learn More

Oct 15, 2025 • 46min

Chayton Farlee: How AI and Outsourcing Are Shaping Graduate Careers | It's Not Just the Numbers

Grunt work is no longer the rite of passage.It's Not Just the NumbersWith Penny Breslin and Damien GreatheadFor CPA TrendlinesThe accounting profession is undergoing a profound transformation. As artificial intelligence (AI) and outsourcing become central to firm operations, questions abound: Will there be enough meaningful work left for new accountants? Do I even need graduate accountants? Or, more optimistically, can these trends create a better environment for graduates to learn, grow, and thrive? MORE Penny Breslin and Damien Greathead | MORE Advisory & Consulting | BUY "It's Not Just the Numbers" Recent insights from business leaders and authoritative industry sources confirm that AI and outsourcing are not threats, but powerful allies for the next generation of accountants. Managers and partners should embrace all three workforces — graduates, AI, and outsourcing — to deliver the highest standards of client work while providing graduates with challenging experiences and a better work-life balance.Traditionally, graduate accountants began their careers with repetitive, manual tasks like data entry, reconciliations, and basic bookkeeping. This “grunt work” was seen as essential training before moving on to more complex assignments. However, this model is rapidly becoming obsolete. AI and outsourcing can now automate or shift much of this work to specialized, lower-cost teams, freeing up time for more valuable learning experiences.

Oct 14, 2025 • 38sec

Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.

Oct 14, 2025 • 57min

Tom Hood and Lexi Weber: Disrupt Yourself Before Someone Else Does | The Disruptors

RISE2040 challenges the accounting profession to stop reacting and start shaping its own future.The DisruptorsWith Liz FarrWhat will the future of accounting be like? As listeners to The Disruptors know, I’ve been asking accountants about their predictions for the state of accounting in ten years. However, a new initiative from the AICPA and CIMA, RISE2040, is taking that further by asking accountants worldwide for their vision of accounting in 2040. I recently spoke with Tom Hood, CPA.CITP, CGMA, executive VP of Business Growth and Engagement for the AICPA, and Lexi Weber, CPA, senior manager for Emerging Professionals Initiatives at the AICPA, about RISE2040. MORE STREAMING: Proctor: Turn Dumb Ideas into Brilliant Solutions | Carter-Gray: How 1 Poor Review Strengthened the Firm | Hartman: Upwork to “40 Under 40” in 3 Years | Telka: Transform Fear into Fuel | Woodard: Move Past Reports; Deliver Results | Baker: Find True Purpose to End Burnout | Brolin: The W.I.N. Leadership Formula | Gertrudes: How EOS & “Unreasonable Hospitality” Reshaped GrowthLab | Vilms: The Power of People in a Tech-Driven World | Hood explains, “This is a project to co-create a vision for the global accounting and finance profession writ large. That means public accounting, management accounting, CPAs, and CGMAs globally.” The timing reflects the convergence of three events: the conclusion of Horizons2025, the maturation of the AICPA-CIMA joint venture created in 2011, and new leadership under CEO Mark Koziel. Weber sees this as an empowering project for younger accountants. “From the emerging professionals’ perspective, I think it’s a really beautiful project, because we have a say in what the future is going to be like.”

Oct 13, 2025 • 38sec

Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.

Oct 11, 2025 • 38sec

Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.

Oct 11, 2025 • 15min

Stay or Go? Why Accountants Are Rethinking Job Hopping | Accounting Influencers

Is the next big opportunity across the street...or right where you already are?Accounting InfluencersWith Rob BrownPost-pandemic, accounting professionals saw record pay increases just for changing employers.However, as economic conditions tighten and median pay raises for job switchers fall from roughly 7% to just over 4%, the calculus is changing. The latest episode of the Accounting Influencers explores this new reality, urging professionals to look beyond paychecks and consider the broader picture of career satisfaction. MORE Accounting Influencers with Rob Brown During the Great Resignation, switching jobs was practically risk-free. Firms desperate for talent offered 15–20% salary hikes to fill open seats. Today, however, that market has cooled. With inflation steadying and corporate budgets tightening, job hopping no longer guarantees the big payouts it once did.As host Rob Brown explains, “The financial upside of switching jobs has narrowed, but the emotional and professional costs of moving may be higher than ever.”

Oct 10, 2025 • 38sec

Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.

Oct 10, 2025 • 45min

Jeffrey Weiner: Leadership Lessons from a Billion-Dollar Firm Builder | Gear Up For Growth

Great firms are built, not bought.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn this episode of Gear Up for Growth, host Jean Caragher sits down with Jeffrey Weiner, former CEO and Chairman of Marcum LLP and current Senior Advisor at CBIZ. Weiner shares candid insights from his 40-year leadership journey, explaining how a Long Island accounting firm with seven employees and $300,000 in revenue became a $1.3 billion national powerhouse—before merging with CBIZ. Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth here. 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 videos and podcasts here “Back in 1981, I didn’t even know what $1.3 billion was,” Weiner quips. “But I always knew I wanted to build something.”Over the decades, Weiner redefined what it meant to lead in public accounting, emphasizing trust, talent, and strategic growth. Rather than micromanaging, he viewed his role as “architect,” guiding the firm’s culture, empowering top-tier professionals, and letting his team do what they did best. “If you’re the smartest person in the room, you’re in the wrong room,” he said.

Oct 9, 2025 • 38sec

Sponsored by Poe Group Advisors: Helping accountants buy, build, and sell exceptional firms.

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