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 actionabl
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CPA Trendlines Podcasts
Shannon Stone-Winding: The Workforce Was Built for a Life That No Longer Exists | MOVE Like This
Aug 19, 202640 minS8
As caregiving responsibilities expand across generations and definitions of family, employers have an opportunity to rethink how work gets done — and keep valuable people in the process. MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines Research In this episode of MOVE Like This , Shannon Stone-Winding, President and CEO of the Business Alliance of Colleges and Employers (BACE), joins Bonnie Buol Ruszczyk to explore caregiving through a much broader lens: what does it mean for an organization to truly care for its people? Shannon brings both a professional and deeply personal perspective to the conversation. In addition to her work connecting employers, colleges, and emerging talent, she has spent 20 years as the primary caregiver for her husband, a 100% service-connected disabled Marine Corps veteran. MORE MOVE Like This | MORE CPA Trendlines Streaming Network That experience has shaped how she thinks about caregiving, workplace culture, and what employees need to remain and thrive in their careers. Shannon’s current caregiving research grew from a conversation at a diversity symposium, where accounting professionals began sharing examples of how firms were responding to employees’ changing needs.
Randy Johnston: Accounting’s Brave New World of MCPs | The Disruptors
Aug 17, 20261h 15mS8
If MCPs are the infrastructure, agentic AI is the workforce. Full show notes here The Disruptors With Liz Farr Randy Johnston has been in accounting technology longer than many of today’s practitioners have been alive. With more than 50 years in the field, and a hand in designing everything from IBM ThinkPads to Excel’s PivotTables, he has seen more technological revolutions than he can easily count. He even wrote AI code in 1975 in Lisp. Through it all, he has remained true to a singular ideal: “My personal mission has always been to help as many people as possible do the things they want to do with technology.” MORE DISRUPTORS: David Cristello: Growth Breaks Things – and That’s Normal | The Disruptors | Blumer, Vacin: What Only 5% of Firms Get Right | Disruptors | Ira Rosenbloom: PE Forces Firms to Pick a Future | The Disruptors | Doug Slaybaugh: How to Define “Values in Motion” | The Disruptors | Nancy McClelland: Bookkeepers Need a Safe Space to Collaborate | The Disruptors | Chase Damiano: Good Operations Means Defining How the Hand-Offs Happen | The Disruptors | Jeff Seibert: Digits Software Moves Toward Real-Time Accounting | The Disruptors | MORE CPA Trendlines Streaming Network Yet Johnston, executive vice president of K2 Enterprises and co-founder of Network Management Group, says the most significant shift is happening right now with Model Context Protocols (MCPs). MCPs are a technical layer that allows multiple systems to be connected and queried through AI. Though he’s spent decades watching technology evolve through mainframes, databases, graphical interfaces, and SaaS, he says MCPs may be the most consequential development he’s seen in years. “It’s making me think we no longer need dashboards. It’s making me think we no longer need user interfaces the way we did,” he says. “I think we’re actually going to wind up talking to a lot of our systems in the very near term.” MORE > > >
Mark Koziel: The End of Accounting as We Know It | Gear Up for Growth
Aug 13, 202640 minS8
Koziel Calls for a New CPA Firm Model. Show notes here Gear Up for Growth with Jean Caragher for CPA Trendlines Mark Koziel is putting the accounting profession on notice: The business model that sustained CPA firms for generations is running out of time. “The hours-times-rate model is a death knell for the profession,” says Koziel, CPA, CGMA, president and CEO of the AICPA and the Association of International Certified Professional Accountants, on Gear Up for Growth , powered by CPA Trendlines and hosted by Jean Caragher, president of Capstone Marketing. MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here Gear Up for Growth is tailored specifically for public accounting firms with up to 100 team members looking to expand their practices intelligently and efficiently. MORE Gear Up for Growth here | MORE CPA Trendlines Streaming Network here As artificial intelligence accelerates the automation of tax preparation and compliance work, Koziel says CPA firms must fundamentally rethink how they create—and price—value for clients. “There’s still value to that tax return,” Koziel says. “It’s just not based on our inputs.” Rather than charging for the time it takes to complete compliance work, Koziel encourages firms to focus on the insight, judgment and peace of mind they provide through planning, advisory services and proactive client relationships. One of his strongest messages centers on repositioning the profession beyond its traditional identity. “If you ask anybody on the street what a CPA does, they’re going to tell you tax,” Koziel says. “But advisory and planning are the two that we really need to start nailing down.” Throughout the discussion, Koziel emphasizes that while AI continues to reshape workflows, it does not diminish the importance of the CPA. Instead, it elevates the profession’s responsibility to help clients interpret information, make better decisions and navigate increasing complexity. MORE > > >
As AI handles more routine work, how do young accountants develop judgment, communication and leadership? Accounting ARC With Donny Shimamoto and Liz Mason Center for Accounting Transformation The accounting internship is due for an upgrade. For decades, internships often give aspiring accountants their first real taste of the profession by dropping them into the work: Learn the process, complete the assignment, survive busy season and figure out the unwritten rules along the way. But as artificial intelligence takes over more of the entry-level work traditionally assigned to new accountants, Donny Shimamoto, CPA.CITP, CGMA, and Liz Mason, CPA, argue the profession needs to reconsider what an internship is actually supposed to teach. MORE Accounting ARC: The CPA Career Nobody Talks About | Conference Season Exposes Accounting's Knowledge Gap | The Feedback Mistake That Costs You Your Best People | Is Your Boss Really the Problem? | Most Accountants Are Missing This AI Shift | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for A I | Accounting’s Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out In this episode of the Accounting ARC podcast, Shimamoto, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation, and Mason, CEO of High Rock Accounting, explore why tomorrow's accountants need more than technical proficiency. They need what Shimamoto calls "power skills."
Rachel Farris: The CPA Career Nobody Talks About | ARC
Aug 6, 202640 minS8
The next generation is blending entrepreneurship, AI, and advisory into careers that barely existed a few years ago. Accounting ARC With Donny Shimamoto Center for Accounting Transformation For decades, the accounting profession has followed a familiar script: earn a CPA license, join a firm, climb the ladder and perhaps become a partner. Rachel Farris, CPA, MBA, is proving there is another way. After building a highly specialized tax advisory practice serving U.S. citizens relocating to Puerto Rico, Farris launches Tax Stack AI, a company that helps accounting firms implement artificial intelligence securely and strategically. MORE Accounting ARC: Conference Season Exposes Accounting's Knowledge Gap | The Feedback Mistake That Costs You Your Best People | Is Your Boss Really the Problem? | Most Accountants Are Missing This AI Shift | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for A I | Accounting’s Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet She has since sold her CPA practice to focus on AI consulting and education, demonstrating that today's accounting professionals can create careers far beyond traditional public accounting. In this episode of Accounting ARC , Donny Shimamoto, CPA.CITP, CGMA, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation, sits down with Farris to explore entrepreneurship, AI, networking and the expanding possibilities available to CPAs willing to embrace change. Their conversation becomes less about one accountant's journey and more about the profession's future.
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