Podcast Episodes

Denise Froemming | The CPA’s Secret Formula Hiding in Plain Sight | Holistic Guide

Season 6

Modernizing the Profession Without Losing Its Core.
Full show notes here

The Holistic Guide to Wealth Management
With Rory Henry, CFP®, BFA™

It’s no sec…

2 months, 2 weeks ago

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Freeman, Dixon: AI Is Quietly Stealing Your Best Clients | Gear Up for Growth

Season 8

Every client relationship is now up for renewal—and every partner has to learn how to compete. 

 Full show notes here

Gear Up for Growth
with Jean Carag…

2 months, 3 weeks ago

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Art Werner: Five Rules for Trump Accounts | Quick Tax Tip

Season 8

These accounts offer unique contribution opportunities, strict investment guidelines, and a pathway to future retirement savings.

 Full show notes her…

2 months, 3 weeks ago

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Most Accountants Are Missing This AI Shift | ARC

Season 8

The profession is changing in ways that go far beyond automation.

Accounting ARC
With Donny Shimamoto
Center for Accounting Transformation

In a professio…

2 months, 3 weeks ago

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Chelsea Sowers: From Bitcoin Barbie to AFWA President-Elect | MOVE Like This

Season 8

A roller derby skater, crypto auditor, and accounting leader shares why belief, sponsorship, and community shape the future of the profession.

MOVE Li…

2 months, 3 weeks ago

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Ira Rosenbloom: PE Forces Firms to Pick a Future | The Disruptors

Season 6

PE makes CPA firms rethink strategy – even if they don't want to sell.
Show notes here

The Disruptors
With Liz Farr
For CPA Trendlines

With private equit…

2 months, 3 weeks ago

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Allan Koltin: What Elite CPA Firms Do Differently | Gear Up for Growth

Season 8

The best firm build accountability cultures, develop climbers, and make tough calls.

Full show notes here

Gear Up for Growth
With Jean Caragher
for CPA T…

2 months, 4 weeks ago

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What Happens to Your Firm If You Don't Come Back Monday? | ARC

Season 6

After a near-fatal skiing accident, three accounting leaders confront the uncomfortable questions every firm owner should answer before a crisis stri…

3 months ago

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Doug Slaybaugh: How to Define "Values in Motion" | The Disruptors

Season 6

Are your firm's stated values consistent with its behavior?
Full show notes here

The Disruptors
With Liz Farr
For CPA Trendlines

How does your firm define…

3 months ago

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Art Werner: ‘Free Money’ for New Trump Accounts | Quick Tax Tip

Season 8

Trump accounts for the benefit of children.

Full show notes here

Quick Tax Tip
With Art Werner
CPE Today

Trump accounts offer a rare chance for a governme…

3 months ago

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