Podcast Episodes
Back to SearchAI Is Already in Your Systems—Here’s How to Govern It | Innovation Insights
Season 6
Experts outline the flexible framework that works for a three‑person shop or a 30,000‑employee enterprise.
Innovation Insights
With Donny Shimamoto
Cent…
7 months, 3 weeks ago
Werner: Why that eBay Sale May Be Reportable | Quick Tax Tip
Season 6
New 1099-K reporting rules mean your eBay, Etsy, or other online sales could land on the IRS’s radar—even if you’re just cleaning out your garage.
Qui…
7 months, 3 weeks ago
Costin, Mason: Next Gen Won’t Compromise on Belonging| MOVE Like This
Season 6
Prioritize belonging over optics.
MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines
In this episode of MOVE Like This, Bonnie Buol Ruszczyk spe…
7 months, 3 weeks ago
May: From Negative K-1s to National Platform | Big 4 Transparency
Season 6
“CAS gets stronger as tech gets better. The market’s expanding, not shrinking.”
Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines
In this ep…
7 months, 3 weeks ago
Yoss: Stronger Cybersecurity Starts with Stronger Internal Controls
Season 6
A proactive framework that includes these four steps can help keep your organization safe.
Quick Tech Talk
With Steve Yoss
CPE Today
Whether your organiz…
7 months, 3 weeks ago
Vilms: Proving the Power of People in a Tech‑Driven World | The Disruptors
Season 6
Listening, translating, and meeting clients where they are is just as important as adopting the latest tech.
The Disruptors
With Liz Farr
Michelle Vilms…
7 months, 3 weeks ago
Johnson, Lohrfink: Why Estate Planning Is the CPA’s Next Frontier | Holistic Guide to Wealth Management
Season 6
Technology streamlines the process, but strong communication builds the needed relationships.
By Rory Henry CFP®, BFA™
For CPA Trendlines
Research shows…
7 months, 3 weeks ago
Change Is Hard. Obsolescence Is Worse. | Accounting Influencers
Season 6
Turn disruption into opportunity and lead with confidence.
Accounting Influencers
With Rob Brown
As disruption reshapes the accounting profession, a har…
7 months, 4 weeks ago
Forget Buzzwords. Build a CAS Practice That Works. | It's Not Just the Numbers
Season 6
The debut episode of It’s Not Just the Numbers reveals why half-built CAS divisions fail—and what to do instead.
It's Not Just the Numbers
With Penny B…
7 months, 4 weeks ago
Weiner: From $300K to $1.3B: Building a National Powerhouse | Gear Up For Growth
Season 6
The longtime leader of Marcum LLP, now Senior Advisor at CBIZ, says the future belongs to those who build, evolve—and admit their mistakes.
Gear Up …
7 months, 4 weeks ago