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: AppleGoogle/YouTubeSpotifyiHeartDeezer, Amazon Music, AudiblePlayer FMAudacy, 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.

MORE MOVE Like ThisMORE 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.  READ MORE →

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: AppleGoogle/YouTubeSpotifyiHeartDeezer, Amazon Music, AudiblePlayer FMAudacy, 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.

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

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 →

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: AppleGoogle/YouTubeSpotifyiHeartDeezer, Amazon Music, AudiblePlayer FMAudacy, 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.

MORE MOVE Like This | MORE CPA Trendlines Streaming Network

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 →

Who Gets the Credit? Why Attribution Deserves a Closer Look

The Matilda Effect offers a lens for understanding how recognition shapes advancement in accounting firms.

Where does your firm stack up?

By Bonnie Buol Ruszczyk
Accounting MOVE Project

The accounting profession has spent years grappling with a persistent and uncomfortable reality: women enter the field in strong numbers, perform at a high level, and yet remain underrepresented in leadership.

That gap has been measured repeatedly through industry research, like the Accounting MOVE Project. The harder question is why it keeps showing up. The answer may lie in something more fundamental than policy or pipeline: how work is recognized, attributed, and ultimately rewarded,

MORE Accounting MOVE Project: 2026 Research – Caregiving and the Sandwich Generation | Register for MOVE 2026 | Get a Firm Benchmarking Report

That’s where the Matilda Effect comes in.

The Matilda Effect is about attribution, not participation.
First defined by historian Margaret Rossiter in Social Studies of Science, the Matilda Effect describes the systematic tendency for women’s contributions to be overlooked — or credited to men.

When contributions are not accurately recognized, firms are not just creating internal inequities; they are undermining leadership development, pushing experienced professionals out the door, and losing people who can easily take their talent elsewhere.

It is not simply about exclusion from opportunity. It is about who gets recognized as the source of ideas, innovation, and results. Participation without recognition does not build careers, particularly in a profession where visibility drives opportunity.

History shows the pattern clearly.
Long before anyone had a name for it, the Matilda Effect was quietly reshaping the scientific record.

READ MORE →

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

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

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: AppleGoogle/YouTubeSpotifyiHeartDeezer, Amazon Music, AudiblePlayer FMAudacy, RSS.
 Build a 7-figure firm in just 4 hours a week!

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.

READ MORE →