CPA Trendlines Podcasts cover art

CPA Trendlines Podcasts

CPA Trendlines Podcasts

By: CPA Trendlines
Listen for free

About this listen

Exclusive information. Extraordinary insight.

See all podcast episodes here: https://cpatrendlines.com/category/podcast/

CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions.

We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients.

Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support.

You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed.

Facts. Figures. Insights. Implications.

Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends.

We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities.

We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives.

Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.

Copyright 2026 CPA Trendlines Politics & Government
Episodes
  • Stephanie Otero: How to Build a Small Firm That Works for You | Gear Up for Growth

    Stephanie Otero: How to Build a Small Firm That Works for You | Gear Up for Growth
    Mar 4 2026

    Small Firm Success Requires Intention, Focus, and Community

    Full show notes here

    Gear Up for Growth
    With Jean Caragher
    For CPA Trendlines

    “Small firm practitioners need to remember that they are in the driver’s seat,” says Stephanie Otero, vice president, Small Firm Advocate at the AICPA, in this episode of Gear Up for Growth with Jean Caragher.

    MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | MORE Gear Up for Growth | MORE CPA Trendlines streaming videos and podcasts here

    “They have the power to intentionally design a practice they enjoy, and that truly works for them,” Otero says.

    Intentional practice design emerges as a central theme, with Otero emphasizing that burnout often stems from trying to serve too many clients and offer too many services. By clearly defining ideal clients and focusing on work they enjoy, small firm owners can create more sustainable and rewarding practices.
    Show More Show Less
    30 mins
  • Carrie Steffen: The Staffing Problem Nobody Talks About | MOVE Like This

    Carrie Steffen: The Staffing Problem Nobody Talks About | MOVE Like This
    Mar 4 2026

    The profession talks too much about deadlines and not enough about impact. Students are listening.

    FULL     show notes here

    MOVE Like This
    With Bonnie Buol Ruszczyk
    For CPA Trendlines Research

    The CPA profession has only itself to blame for a talent shortage.

    Firms have spent years talking about the grind of deadlines and busy season, instead of selling the career’s impact, stability, and range of opportunities, according to Carrie Steffen, CEO of the Iowa Society of CPAs.

    MORE MOVE Like This | MORE CPA Trendlines Streaming Network

    In the new episode of MOVE Like This, Steffen tells Bonnie Buol Ruszczyk the profession must rethink its narrative, strengthen cultures of belonging, and bring younger professionals into leadership conversations if it hopes to rebuild the CPA pipeline.
    Show More Show Less
    33 mins
  • Jody Padar: The New Playbook Is AI-Powered and Human-Centered | Big 4 Transparency

    Jody Padar: The New Playbook Is AI-Powered and Human-Centered | Big 4 Transparency
    Mar 2 2026

    AI Won’t Replace Accountants. Instead, It Will Rewire the Business Model.

    FULL     show notes here

    Big 4 Transparency
    With Dominic Piscopo, CPA

    Jody Padar, widely known as “The Radical CPA” and author of Radical Pricing, argues the future of accounting won’t be won by automation alone, but by a business model shift that elevates human judgment, advisory, and client relationships.

    MORE Dominic Piscopo | AI | Pay & Compensation | MORE CPA Trendlines Streaming Network

    In the new episode of the Big 4 Transparency Podcast, Padar joins host Dominic Piscopo to trace her path from early cloud-firm pioneer to venture-backed operator and to explain why her newest venture, Xcel Labs, is focused on training CPAs to think and lead differently in an AI-first world. Xcel Labs’ Navi aims to build empathy and leadership at scale.
    Show More Show Less
    Not Yet Known
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.