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Ashley Francis: AI's a Partner, Not a Replacement: The Disruptors

Season 6

Don't be a vending machine for tax compliance.


The Disruptors

With Liz Farr


Ashley Francis wants accountants to value their time and expertise. “I want …

1 year, 5 months ago

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Steve Yoss, Quick Tech Talk: Master Financial Forecasting with ETS

Season 6

Predict future cash flows effortlessly with Microsoft Excel’s Forecast ETS function.

Quick Tech Talk
With Steve Yoss
CPE Today

Dive into one of Excel’s m…

1 year, 5 months ago

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Adopt a Continuous Improvement Mindset to Stay Competitive | Accounting Influencers

Season 6

"Embrace change and keep filling your tool belt with the best technology out there."


Accounting Influencers

with Rob Brown


Jim Bourke, a recognized lead…

1 year, 5 months ago

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How Top Rainmakers Win Clients | Gear Up For Growth

Season 6

Doing great work is no longer enough to ensure client retention.

Sponsored by "TurboCharge Your Profits: How to Thrive in the New Economy," by Frank S…

1 year, 5 months ago

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Why Accountants Must Master Tough Conversations | Transformation Talks

Season 6

“Politics affects tax laws, compliance, and financial decisions. We can’t afford to ignore it." 

Transformation Talks
With Donny Shimamoto
Center for A…

1 year, 5 months ago

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Tax Turmoil and Opportunity: Breaking Down the Q1 2025 Tax Landscape| Quick Tax Tip

Season 6

What do tax pros need to know about the uncertainty in Washington?


Quick Tax Tip

With Art Werner

CPE Today


With tax season in full swing, CPAs and tax pr…

1 year, 5 months ago

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Richard Roppa-Roberts: Collaboration Over Competition | The Disruptors

Season 6

Find your community; find your people.


The Disruptors

With Liz Farr


Richard Roppa-Roberts created Roundtable Labs by accident.


He had just started his co…

1 year, 5 months ago

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Steve Yoss: Unlock the Power of Data Visualization | Quick Tech Talk

Season 6

Make smarter decisions with the right data tools in Excel, Power BI, and Tableau


Quick Tech Talk

With Steve Yoss

CPE Today


Data visualization isn’t just …

1 year, 5 months ago

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Becky Livingston: How AI Boosts Firm Marketing and Client Engagement | Gear Up For Growth

Season 6

Utilize new tech to level up thought leadership and advisory services. 


Gear Up for Growth 

With Jean Caragher

For CPA Trendlines


The latest episode of G…

1 year, 5 months ago

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Is Agentic AI an Accounting Game Changer or Game Ender? | ARC

Season 6

"We’ve underestimated how quickly AI is changing our profession." 


Accounting ARC

With Liz Mason, Byron Patrick, and Donny Shimamoto

Center for Accounti…

1 year, 6 months ago

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