Podcast Episodes

Korby Boswell: Three Pieces of Advice for CPA Firm Managing Partners | Capstone Conversations

Season 6

Capstone Conversations
With Jean Caragher
For CPA Trendlines

According to Korby Boswell, Adams Brown's senior marketing and growth manager, successful a…

1 year, 11 months ago

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Kristin Murray & Jennifer Wilson: Best People Practices for Smail Firms | Gear Up For Growth

Season 6

Balancing growth, profits, culture, and staff retention.

Gear Up for Growth.
With Jean Caragher.
For CPA Trendlines.

“Probably no surprise, the greate…

1 year, 11 months ago

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Leadership for the Future: Stakeholders, Sustainability, and Strategic Vision | Accounting ARC

Season 6

Leadership beyond control means empowering others to succeed and, of course, eating last.

Accounting ARC
With Byron Patrick and Donny Shimamoto
Center f…

1 year, 11 months ago

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Alicia Katz Pollock: Create a Human-Centric Business | The Disruptors

Season 6

The Disruptors
With Liz Farr

Alicia Katz Pollock proves that you don’t need an accounting degree or formal bookkeeping training to be a hugely helpful …

1 year, 11 months ago

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Joe Kovacs: Why the Digital Brand Experience is Essential | Capstone Conversations

Season 6

Capstone Conversations
By Jean Caragher
For CPA Trendlines

The greatest challenge in marketing CPA firms is understanding the role of technology and how…

1 year, 11 months ago

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Mike Sylvester, Ryan Pulice: The Joys of Firing Bad Clients | Gear Up For Growth

Season 6

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

Demand for tax services emboldens CPAs to fire clients and deliberate about the clients they ch…

2 years ago

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BYU Students Launch TechHub Accounting Ed Platform | Know How Korner

Season 6

 Know How Korner
With Donny Shimamoto.
Center for Accounting Transformation

In a world where technology evolves at lightning speed, staying ahead of the…

2 years ago

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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…

2 years 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 …

2 years 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…

2 years ago

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