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CPA Trendlines Podcasts

CPA Trendlines Podcasts

著者: CPA Trendlines
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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

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.

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  • Stewart Spiers: What SMBs Have that the Big 4 Don't | Big 4 Transparency
    2026/04/23

    Faster, Leaner, Closer to the Client, and Two Hours to an Engagement Letter.

    Full show notes here. Sponsored by The True Adviser: Buy now | Learn more

    Big 4 Transparency
    With Dominic Piscopo, CPA

    Former Deloitte colleague Stewart Spiers tells Dominic Piscopo about leaving the Big 4 partner path to help build a tax planning practice at TAAG – why SMB clients pulled him back, what changes in speed and autonomy, and how partner economics differ between large and small firms.

    MORE Dominic Piscopo | MORE CPA Trendlines Streaming Network

    Spiers spent roughly 15 years at Deloitte, starting as a co-op and rising through Private Company Services, before making a move many Big 4 professionals debate but rarely execute: stepping off the partner track to double down on the SMB clients he’s always gravitated toward. In this new episode of the Big 4 Transparency show, Spiers tells host Dominic Piscopo that his decision wasn’t driven by a bad experience at Deloitte, but by a career crossroads and a clearer answer to one question: What kind of work does he want to be doing in the future?

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    36 分
  • Efficiency Is the Wrong Goal for AI | ARC
    2026/04/23

    Value, quality, and effectiveness—not cost savings—should define success.

    Accounting ARC
    With Liz Mason, Donny Shimamoto, and Byron Patrick
    Center for Accounting Transformation

    Does meaningful AI adoption require scale, budget, and the dedicated innovation teams embedded in large accounting groups? In this episode of Accounting ARC, Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP; and Liz Mason, CPA, take on a familiar—but increasingly flawed—narrative in the accounting profession: that large accounting teams will define AI success

    The reality, they argue, looks very different on the ground.

    • MORE Accounting ARC: Accounting’s Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet | Accounting’s “Untalked-About” Frontier | Why Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | Post-Holiday Fatigue Isn’t a Failure; It’s a Signal | OCR, Research Bots & Meeting Assistants: What Actually Helps Now | Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting |

    What starts as a reaction to a “big firm” innovation discussion quickly turns into a broader reframing of how small and mid-sized organizations should think about artificial intelligence—not as a race for efficiency, but as an opportunity to increase value, improve quality, and deepen client relationships.

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    37 分
  • Sarah Petrone: Responsible Growth Starts with People | MOVE Like This
    2026/04/22

    "We’re growing in a way that is strategic, and that we’re preparing our people to meet the demands of that growth.”

    MOVE Like This
    With Bonnie Buol Ruszczyk
    For CPA Trendlines Research

    In this episode of MOVE Like This, Bonnie Ruszczyk sits down with Sarah Petrone, chief human resources officer at Clark Nuber, for a conversation about responsible growth, leadership pipelines, belonging, and what it truly means to build a firm where people want to stay for the long haul.

    • MORE MOVE Like This | MORE Benchmarks: Register for MOVE 2026 | MORE CPA Trendlines Streaming Network

    With more than 20 years in human resources across eight industries, Petrone joined Clark Nuber after leading HR in a startup environment, intentionally seeking a stable yet innovative professional services firm. What she found was an organization that understands a fundamental truth of accounting: in professional services, people are the product. That reality shapes everything from growth strategy to succession planning.

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    33 分
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