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Nancy McClelland: Be the One Your Clients Ask First | The Disruptors

Season 6

Rely on your professional network for answers you don't know.

The Disruptors
With Liz Farr

Nancy McClelland never intended to start a firm, but after le…

1 year, 6 months ago

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Carrie Steffen: The Two New Superpowers Leaders in Accounting Didn't Know They Needed | Capstone Conversations

Season 6

Plus: The marketing myths that plague accounting firms. 

Capstone Conversations. 
With Jean Caragher 
For CPA Trendlines

Being a managing partner is …

1 year, 6 months ago

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Brenda Sleeper: The Journey to the Hall of Fame | Capstone Conversations

Season 6

Capstone Conversations
Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms.

With Jean Caraghe…

1 year, 6 months ago

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How to Future-Proof the Accounting Profession | Accounting Influencers

Season 6

Accounting Influencers
with Rob Brown

Is the accounting profession facing an identity crisis? Can it adapt to meet the demands of a rapidly changing bu…

1 year, 6 months ago

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Tom Hood: When Your Mindset Is Your Biggest Problem | Gear Up for Growth

Season 6

Gear Up for Growth
With Jean Caragher
Capstone Marketing


Investing in learning and development is essential for retaining and attracting staff. Developi…

1 year, 6 months ago

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In-Person Conferences Still Crucial for Accounting Professionals | ARC

Season 6

Despite the rise of virtual events, live conferences remain essential for career growth and relationship-building in the accounting industry.

Account…

1 year, 6 months ago

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Alan Whitman: Stop Accepting the Status Quo | The Disruptors

Season 6

The firms that shift from billable hours to value outcomes will win.

The Disruptors
With Liz Farr

Alan Whitman wants to break the mold of public account…

1 year, 6 months ago

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Bethany Silvis: Success begins with Trust | Capstone Conversations

Season 6

Capstone Conversations
With Jean Caragher

What fun it is speaking with Bethany Silvis, marketing supervisor for Kerkering, Barberio & Co., who was name…

1 year, 6 months ago

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Joey Havens: The Role Culture Plays in Firm Growth | Gear Up for Growth

Season 6

Gear Up for Growth
With Jean Caragher
Capstone Marketing

“It's probably impossible to have exponential growth without a strong culture,” says Joey Haven…

1 year, 6 months ago

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Art Werner: Post-Mortem Estate Planning | Quick Tax Tip

Season 6

Quick Tax Tip
With Art Werner
CPE Today

Arthur Joseph Werner, JD, MS (Taxation), is the president and founder of the professional education firm Werner-…

1 year, 6 months ago

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