Podcast Episodes
Back to SearchAllison Schlegelmilch: Leadership Lessons from Firm Mergers | Capstone Conversations
Season 6
Capstone Conversations
Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms.
By Jean Caragher
F…
2 years ago
Allan Koltin: How Small Firms Battle PE-Powered Competitors | Gear Up for Growth
Season 6
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
“More than half of the CPA firms in the country won't qualify to be part of private equity,” sa…
2 years ago
Art Werner: Estate Planning For Non-Traditional Clients | 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-…
2 years ago
Steve Yoss: Charting, Graphing, and Mapping Data Made Easy | Quick Tech Talk
Season 6
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today.
Get more Steve Yoss at cpatr…
2 years ago
Ingrid Edstrom: True Wealth is Not Financial | The Disruptors
Season 6
Work-life balance means integrating work and life so that the work we choose to do expresses who we want to be in the world.
The Disruptors
With Liz Fa…
2 years ago
AI Will Steal Your Job. And That's a Good Thing | Accounting ARC
Season 6
Accounting ARC
With Liz Mason, Byron Patrick and Donny Shimamoto
Center for Accounting Transformation
Few industries are poised for a dramatic transform…
2 years ago
Caleb Jenkins: Firm Growth Requires Owners to Shift Roles
Season 6
Leave the stone age behind. Join the new paradigm.
The Disruptors
With Liz Farr
When Caleb Jenkins was eight, he started selling cookies to his dad’s fi…
2 years, 1 month ago
Steve Yoss, Quick Tech Talk: Connect, Transform, and Analyze Data Like a Pro with Power Query Basic
Season 6
Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today.
2 years, 1 month ago
The Right Kind of Lazy: Innovative Approaches to Streamlining Workflows | Accounting ARC
Season 6
ARC hosts discuss redefining efficiency in the accounting profession and when it pays to 'slack off.'
Accounting ARC
With Liz Mason, Byron Patrick, a…
2 years, 1 month ago
Accountants in Pop Culture: Myths, Realities, and Stereotypes - Accounting ARC
Season 6
From "The Office" to "Parks and Recreation," listen in on how TV and movies shape our view of accountants.
Accounting ARC
With Liz Mason, Byron Patrick…
2 years, 1 month ago