• CPA Trendlines Podcasts

  • 著者: CPA Trendlines
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CPA Trendlines Podcasts

著者: CPA Trendlines
  • サマリー

  • 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.

    Copyright 2025 CPA Trendlines
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あらすじ・解説

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.

Copyright 2025 CPA Trendlines
エピソード
  • What Keeps Accountants in Public Accounting? Research Unpacks Key Retention Factors | Know-How Korner
    2025/03/13

    Study finds job embeddedness, not engagement, drives retention.

    Know-How Korner
    With Donny Shimamoto
    Center for Accounting Transformation

    A new study by Dr. Amy Cooper, CPA, CFE, CGMA, an assistant accounting professor and program director at University of Alaska Fairbanks, challenges conventional wisdom, revealing that job embeddedness—not engagement—is the key to keeping accountants in public firms.

    • MORE: Donny Shimamoto

    “I assumed smaller firms would foster stronger embeddedness, but my research showed the opposite,” says Dr. Cooper. “Larger firms offer more career mobility, specialization, and structured support, which increase long-term commitment.”

    While job engagement—enthusiasm for daily tasks—seems important, it did not significantly predict turnover intentions. Instead, employees with deeper professional and community ties were less likely to leave.

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    34 分
  • Ira Rosenbloom: M&A Numbers Are Easy - Culture Fit Is Hard | The Disruptors
    2025/03/11

    Progressive firms are the key to the future of the profession.


    The Disruptors

    With Liz Farr


    The world of M&A is full of disruption, distraction, and disorientation these days, says Ira Rosenbloom, CEO of Optimum Strategies. While the headlines focus on private equity’s increasing role in CPA firm acquisitions, two new types of acquirers are playing a bigger role: Family offices and wealth management.


    MORE PODCASTS and VIDEOS: Roman Villard: Ditch the Suit & Shine | Monique Swansen: Align Firm Values with Services | Tina McGill: How to Create Lasting Client Impact | Stefan van Duyvendijk: Develop Operational Mindset | Steve Evans: Why Traditional Hiring Methods Fail | Roger Knecht: Can You Be an Accountrepreneur? | Beth Whitworth: Focus on Outcomes Not Hours |Mike Sylvester: Learn to Say No | Salim Omar: Identify Your Client's $100,000 Problem | Jackie Meyer: Earn More with Fewer Clients | Jack Fleherty: Don't Be a 'Yes' Person | Greg Adams: From Finance to Storytelling | The Disruptors | Jody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | Rebecca Driscoll: Amplify Reach By Helping Other Firm Owners | Rory Henry: Create the Return on Relationships | Mike Maksymiw: Be the Leader You Wish You Had | Terrell Turner: Build a Solid Business Showing Up as Yourself | Kelly Mann: Be the Bull in the China Shop | Alicia Katz Pollock: Create A Human-Centric Business | Nancy McClelland: Be the One Your Clients Ask First


    These different participants are disrupting “the more traditional marketplace, which for years has been driven by two CPA firms getting together that had a lot in common, except one was larger and the other one was smaller,” says Rosenbloom. “I just think that what we've seen is there's not one approach that works for everybody. We're seeing dimension now. We're seeing a whole bunch of choices.”

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    58 分
  • Steve Yoss: Why CPAs Should Up Their Skills with AI | Quick Tech Talks
    2025/03/10

    Transform your workday with generative AI and discover practical ways to save time.


    Quick Tech Talk

    With Steve Yoss

    CPE Today


    Generative AI tools are revolutionizing how we approach work, offering practical, efficient, and innovative solutions for professionals across industries. If you haven’t explored tools like OpenAI’s ChatGPT or Anthropic’s Claude, now is the time to dive in. These cutting-edge technologies are as accessible as they are powerful, requiring no special training—just your ability to clearly express your needs.


    MORE STEVE YOSS

    MORE TECH


    Exclusively for PRO Members. Log in here or upgrade to PRO today.


    Imagine completing a 10-hour workload in just six hours. That’s the promise of generative AI: helping you work smarter, not harder.

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    2 分

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