Here’s what you’re looking for: Bonnie Buol Ruszczyk

PODCAST

Retention Isn’t About Perks or Paychecks Anymore | MOVE Like This

Adapt to changing workforce expectations without losing performance or accountability.

This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer

Subscribe to CPA Trendlines Research podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
Build a 7-figure firm in just 4 hours a week!

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research

In this episode of MOVE Like This, host Bonnie Buol Ruszczyk talks with Kristi Epp, tax partner, and Amber Schrock, advisory partner and Las Vegas market leader at Frazier & Deeter, about one of the profession’s most urgent challenges: retention. Their message is clear — firms that still believe compensation alone drives loyalty may already be falling behind.

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The conversation explores how accounting has changed dramatically over the last several years. Remote work, automation, talent shortages, mergers, acquisitions, and increasing regulatory complexity have reshaped both firm operations and employee expectations. Epp and Schrock explain that younger professionals are not rejecting hard work; they are rejecting environments that fail to provide meaning, transparency, mentorship, and sustainability.
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LEADERSHIP

Megan Robinson: Leadership Isn’t a Promotion; It’s a Skill Firms Need to Build | MOVE Like This

“We’re expecting engagement without creating an environment people actually want to engage in.”

This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by True Advisor: The Definitive Success Guide to Client Advisory Services by Hitendra Patil | See Today’s Special Offer

Subscribe to CPA Trendlines Research podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
 Build a 7-figure firm in just 4 hours a week!

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research

In this episode of MOVE Like This, Megan Robinson, founder and CEO of E Leader Experience, joins Bonnie Buol Ruszczyk to talk about one of the most common and costly mistakes firms make: assuming strong performers will naturally become strong leaders.

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At the center of the conversation is a clear distinction. Technical excellence and leadership effectiveness are not the same skill set. Yet in many firms, top producers are promoted into management roles without the training or support needed to succeed. The result is frustration on both sides: leaders who feel unprepared and teams that don’t feel supported. READ MORE →

GROWTH STRATEGIES

Trisha Daho: What Firms Are Missing on Talent | MOVE Like This

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

This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by The True Adviser: Buy now | Learn more 

Subscribe to CPA Trendlines Research podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
 
The True Adviser: Buy now | Learn more

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.

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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.  READ MORE →

GROWTH STRATEGIES

Sarah Petrone: Responsible Growth Starts with People | MOVE Like This

“We’re growing in a way that is strategic, and that we’re preparing our people to meet the demands of that growth.”

This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer

Subscribe to CPA Trendlines Research podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
 Build a 7-figure firm in just 4 hours a week!

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research

In this episode of MOVE Like This, Bonnie Ruszczyk sits down with Sarah Petrone, chief human resources officer at Clark Nuber, for a conversation about responsible growth, leadership pipelines, belonging, and what it truly means to build a firm where people want to stay for the long haul.

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With more than 20 years in human resources across eight industries, Petrone joined Clark Nuber after leading HR in a startup environment, intentionally seeking a stable yet innovative professional services firm. What she found was an organization that understands a fundamental truth of accounting: in professional services, people are the product. That reality shapes everything from growth strategy to succession planning. READ MORE →

LEADERSHIP

Lisa Fitzgerald: Belonging’s No Longer an Option in Accounting | MOVE Like This

Effective leaders create connection, recognizing that human-centered leadership is critical.

This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer

Subscribe to CPA Trendlines Research podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
 Build a 7-figure firm in just 4 hours a week!

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research

In this episode of MOVE Like This, Bonnie Ruszczyk is joined by Lisa Fitzgerald, Chief Human Resources Officer at Eide Bailly, for a conversation about talent, leadership, and what it takes to build workplaces where people actually want to stay. With nearly two decades at the firm and a career spanning manufacturing, technology, and professional services, Fitzgerald brings a practical, people-centered lens to some of the profession’s biggest challenges.

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One issue keeping Fitzgerald up at night is the accelerating impact of AI on the accounting workforce. While Eide Bailly is approaching AI adoption thoughtfully and seeing real productivity gains, Fitzgerald is just as focused on the downstream effects, particularly how the conversation around AI may influence students deciding whether accounting feels like a “safe” career choice. With firms still recovering from talent shortages, she sees a real risk that fear and uncertainty could deter future professionals before they even enter the pipeline. READ MORE →