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ACCOUNTING ARC

Donny Shimamoto: Build Careers That Bend, Not Break | MOVE Like This

Flexible systems help accounting professionals remain, contribute, and advance when life’s responsibilities change.

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MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research

When caregiving responsibilities collide with work, even the most committed professionals can find themselves questioning whether their careers are still sustainable.

In this episode of MOVE Like This, Donny Shimamoto, CPA.CITP, CGMA, managing director of IntrapriseTechKnowlogies and inspiration architect at the Center for Accounting Transformation, joins Bonnie Buol Ruszczyk to discuss what accounting firms can do to better support employees with caregiving responsibilities. Drawing from his own experience as a caregiver and his firm’s long-standing flexible work model, Shimamoto explains why supporting caregivers isn’t about creating complicated new policies. Instead, it’s about building thoughtful systems, training managers, and planning work in ways that recognize employees have lives outside the office.

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Shimamoto shares how becoming a caregiver for his great-aunt changed his own perspective on the issue. While many people associate caregiving with raising young children, his experience highlighted how responsibilities for aging parents, relatives, and others often arrive unexpectedly and affect employees across every stage of their careers. Rather than viewing caregiving as a temporary accommodation for a small group of employees, he believes firms should recognize it as a reality that will affect nearly everyone at some point in their lives.

That shift in thinking changes how organizations design policies, manage workloads, and retain experienced professionals.

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LEADERSHIP

Leah Yoneda: Future Partners Need More Than a Networking Script | MOVE Like This

Sustainable growth comes from cultivating trust over time—not collecting contacts, memorizing sales scripts or forcing professionals into uncomfortable networking routines.

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 Radical Pricing by Jody Padar, CPA | 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.

Optimize Profits, Delight Clients, & Build a Top-Value Firm!

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research

In this episode of MOVE Like This, Bonnie Buol Ruszczyk sits down with Leah Yoneda, founder and CEO of Golden Ginkgo Group, to explore why so many talented accounting professionals struggle with business development and why the problem often has less to do with personality than with how firms define, teach, and reward growth.

Yoneda argues that firms frequently wait until professionals are on the doorstep of partnership before introducing business development, then expect them to master an entirely different skill set with little guidance or support.

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Rather than treating relationship building as a long-term professional competency, many firms reduce it to a one-time training session or a list of networking tactics. She believes this approach sets professionals up for unnecessary stress and overlooks the fact that meaningful business development takes years to develop.

A significant portion of the conversation focuses on introversion and the misconceptions surrounding it.

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LEADERSHIP

Shannon Stone-Winding: The Workforce Was Built for a Life That No Longer Exists | MOVE Like This

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.

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 Radical Pricing by Jody Padar, CPA | 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.

Optimize Profits, Delight Clients, & Build a Top-Value Firm!

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.

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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.

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LEADERSHIP

Mandy Gallagher: Caregiving Isn’t a Side Issue – It’s a Workforce Issue | MOVE Like This

“Flexibility should be used as a tool for success. It shouldn’t be the exception.” 

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 Radical Pricing by Jody Padar, CPA | 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.

Optimize Profits, Delight Clients, & Build a Top-Value Firm!

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research

In this episode of MOVE Like This, Mandy Gallagher, lead manager of Women’s Initiatives at the AICPA, joins Bonnie Buol Ruszczyk to discuss why caregiving has become such an important conversation in accounting, what firms may misunderstand about caregivers, and how greater flexibility and support could influence retention and leadership pipelines across the profession. Gallagher’s work focuses on advancing women’s initiatives, supporting professional development, and amplifying women’s perspectives throughout the profession.

 

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One reason caregiving is getting more attention now is that it is both more visible and much broader than many people have traditionally assumed. Demographic shifts mean multiple generations are simultaneously balancing careers with responsibilities for children, aging parents, siblings, partners, friends, and others who rely on them. COVID also changed expectations around where and how work can happen. Employees experienced firsthand that they could remain productive while having enough flexibility to pick up a child or take a parent to a medical appointment. As more organizations return to traditional office expectations, those competing demands have become harder to reconcile.

 

The conversation challenges another long-standing assumption: that caregiving is primarily a women-with-young-children issue.

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LEADERSHIP

Peter McCarroll: Rethink the Ladder | MOVE Like This

AI changes how pros gain experience, forcing teams to reinvent leadership development.

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 Radical Pricing by Jody Padar, CPA | 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.

Optimize Profits, Delight Clients, & Build a Top-Value Firm!

MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research

Artificial intelligence has dominated conversations throughout the accounting profession, but much of the discussion remains focused on efficiency. In this episode of MOVE Like This, Bonnie Buol Ruszczyk sits down with Peter McCarroll, founder of The AI Accountant and partner at Fuel Accountants, to explore a much bigger question: How will AI reshape careers, leadership, and the future of accounting firms?

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McCarroll argues that many firms are looking at AI through too narrow a lens. While automating routine work will certainly improve productivity, efficiency alone will not be enough to remain competitive. Firms that thrive will use AI to strengthen strategic thinking, develop new services, deepen client relationships, and create additional value rather than simply reducing costs. Waiting for technology to stabilize or treating AI as just another software implementation may leave firms behind as change accelerates over the next few years. READ MORE →