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CPA Trendlines Podcasts

CPA Trendlines Podcasts

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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.

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  • Trisha Daho: Building Growth Cultures, Rethinking Leadership, and What Firms Are Missing on Talent | MOVE Like This
    Apr 29 2026

    “They are requiring us to be the leaders that we deserved and didn’t get.”


    MOVE Like This
    With Bonnie Buol Ruszczyk
    For CPA Trendlines Research

    In this episode of MOVE Like This, Trisha Daho joins Bonnie Buol Ruszczyk to talk about what’s really happening inside accounting firms when it comes to talent, leadership, and growth. Drawing on her experience as a former Big Four partner turned fractional chief people officer, Daho offers a clear-eyed view of where firms are getting it right, and where they’re falling short.

    • MORE MOVE Like This | MORE Benchmarks: Register for MOVE 2026 | MORE CPA Trendlines Streaming Network

    At the core of the conversation is a simple but often overlooked point: the firms that are succeeding aren’t just focused on growth, they’re intentional about how they grow. That starts with having a defined talent strategy. Firms that prioritize development, align values with their people, and create consistent leadership experiences tend to see stronger retention, better performance, and more engaged teams. In contrast, firms that treat talent as secondary or assume people will simply “figure it out” often struggle to keep their best performers.

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    36 min
  • Seven Signs Your Firm Is About to Change | Accounting Voices
    Apr 26 2026

    The smart move is learning which signals matter and how to prepare.

    Accounting Voices
    With Rob Brown
    Full
    show notes here.

    If you work in an accounting firm today, you can feel the tension in the air. Something is shifting. You sense it before anyone tells you. Leaders start speaking in strange new phrases. Workloads rise without explanation. New people appear in meetings while familiar faces quietly disappear. Rumors travel faster than email. And you begin wondering what everyone else is wondering, is something happening here?

    MORE Accounting Voices with Rob Brown | Why Accounting Firms Feel So Unstable Right Now | Should I Leave Public Accounting? | Visibility Is the New Accounting Authority | How to Outsmart the Big Four on AI |
    MORE CPA Trendlines Streaming Network


    Today, accounting firms feel unstable. The private equity wave. The mergers. The leadership turnover. The technology pressure. The partner exits. The new business models. Today we look at the next step. How to read the signals inside your own firm before anything becomes official.





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    12 min
  • Lexy Kessler: Choose Wisely – Your Future Depends on These Three Questions | Gear Up for Growth
    Apr 25 2026

    At stake: Growth, relevance and survival.
    Full show notes here.

    Gear Up for Growth
    With Jean Caragher
    Sponsored by
    The True Adviser: Buy now | Learn more

    CPA firm leaders must act decisively on technology, talent strategy and long-term identity or risk falling behind in a rapidly evolving marketplace, Lexy Kessler, Chair of the AICPA and a partner at Aprio, tells Jean Caragher in a new episode of Gear Up for Growth.

    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 Network here

    In a wide-ranging discussion, Kessler focuses on three urgent priorities for firm leaders.

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    36 min
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