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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 …

1 year, 1 month ago

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Speak. Fly. Repeat: The Jet-Set Life of Today’s Accounting Leaders | ARC

Season 6

The path to influence in accounting starts with finding your voice—and sharing it on stage. 

Accounting ARC
With Liz Mason and Donny Shimamoto
Center f…

1 year, 1 month ago

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Werner: No Tax on Overtime from 2025-2028? | Quick Tax Tip

Season 6

New tax proposal offers four years of relief for qualified workers, starting retroactively in 2025.


Quick Tax Tip
With Art Werner
CPE Today

During his ca…

1 year, 1 month ago

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Longobardi: Governance, Growth, and the PE Playbook | Big 4 Transparency

Season 6

"I had to learn to be a political animal."


Big 4 Transparency

By Dominic Piscopo, CPA

For CPA Trendlines


In a candid conversation on the Big 4 Transparen…

1 year, 1 month ago

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Yoss: Fraud Costs Big—Here’s How Financial Professionals Can Prevent It | Quick Tech Talk

Season 6

Even small improvements to internal controls can reduce the average $700,000 loss from financial statement fraud.

Quick Tech Talk

With Steve Yoss

CPE To…

1 year, 1 month ago

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Go PRO: Get full sitewide access with today's best offer

Season 6

Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership…

1 year, 1 month ago

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Dickerson: From Diagnosis to Disruption: How a Health Challenge Inspired a New Firm Model | The Disruptors

Season 6

Legacy firms may value tenure, but firms of the future prioritize impact, innovation, and client fit.

 

The Disruptors

With Liz Farr


For most CPAs, the r…

1 year, 1 month ago

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Bryant, Crabtree: Building Your Best Firm: Why Ownership, Flexibility, and Empathy Matter More Than Ever | Holistic Guide to Wealth Management

Season 6

Only firms embracing culture, collaboration, and client impact will survive the next era.

 

By Rory Henry CFP®, BFA™

For CPA Trendlines


The traditional C…

1 year, 1 month ago

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Half of Accounting Leaders Will Be Irrelevant in 3 Years | Accounting Influencers

Season 6

Private equity is redefining influence, and only agile, change-ready professionals will survive.

Accounting Influencers
With Rob Brown

In the next 36 mo…

1 year, 1 month ago

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Go PRO!

Season 6

Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership…

1 year, 1 month ago

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