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Glen Carmichael: Leadership Sets the Tone for Marketing Success | Capstone Conversations

Season 6

Capstone Conversations
By Jean Caragher
For CPA Trendlines

Glen Carmichael, digital marketing coordinator at YHB CPAs and Consultant, is pushing the fir…

1 year, 4 months ago

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Gary Shamis: When It Comes to PE, Young Partners Should Proceed Cautiously | Accounting Influencers

Season 6

Private equity in accounting could boost firm value, but at what personal cost?

Accounting Influencers
with Rob Brown

In a deep dive into private equity…

1 year, 4 months ago

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Unlocking the Secrets to Smart Growth with Alan Whitman | Gear Up For Growth

Season 6

"Speed and being nimble are critical to being able to try new things and iterate quickly."


Gear Up For Growth

With Jean Caragher

For CPA Trendlines


Alan …

1 year, 4 months ago

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TikTok Fraud Exposes Gaps in Financial Literacy | Accounting ARC

Season 6

Social media users jumped on a Chase ATM “free money” scheme—but the consequences were severe.

Accounting ARC
With Liz Mason, Byron Patrick, and Donny…

1 year, 4 months ago

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Jody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | The Disruptors

Season 6

Your pricing isn’t aligned with the future, and neither is your business model. Plus: 18 more takeaways.

The Disruptors 
With Liz Farr 

Jody Padar, Th…

1 year, 4 months ago

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Stacy Dreher: Scaling Marketing Excellence for CPA Firms | Capstone Conversations

Season 6

"Marketing CPA firms in a sea of sameness is challenging, but when you niche down, the possibilities are limitless."


By Jean Caragher

For CPA Trendline…

1 year, 4 months ago

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Bailey Parnell: Why Accountants Must Master Soft Skills in a VUCA World | Accounting Influencers

Season 6

Having a growth mindset, seeking feedback, and auditing one's skills are essential to continuous learning and development.


Accounting Influencers

with …

1 year, 4 months ago

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John Higgins: How ChatGPT Can Help CPAs Be Advisors | Gear Up For Growth

Season 6

"Clients want value, and now, with these tools, you can give them more value."


Gear Up for Growth

With Jean Caragher

For CPA Trendlines


“AI and ChatGPT-t…

1 year, 4 months ago

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Art Werner: Preparing for the Tax Cuts and Jobs Act to Expire | Quick Tax Tip

Season 6

Quick Tax Tip 
With Art Werner 
CPE Today  

As the end of 2024 draws closer, tax advisors and taxpayers should prepare for major changes that could si…

1 year, 4 months ago

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How Accounting Pros Own the Stage in Public Speaking | Accounting ARC

Season 6

From free speeches to paid engagements, thought leaders discuss breaking into the speaking circuit and what they’ve learned along the way.

Accounting …

1 year, 4 months ago

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