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INNOVATION & CHANGE MANAGEMENT

Randy Crabtree: Live at the Intersection of Passion & Skill | The Disruptors

Abandon rigid roles and redefine success on your own terms.

This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
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The Disruptors
With Liz Farr

Randy Crabtree believes the biggest shift accounting needs isn’t in technology or tax law—it’s in mindset. For decades, the profession has prized consistency and predictability.

But in a time of demographic disruption and rapid innovation, Crabtree argues that clinging to “Same As Last Year” thinking is holding the profession back.

“We have to embrace change,” he says. “This is a massive opportunity to start thinking differently.”

And for Crabtree, that change is deeply personal. A stroke more than a decade ago sparked a transformation that reshaped his life, leadership, and mission. Now, he champions vulnerability, passion, and purpose as the new pillars of a thriving accounting career—and he believes the profession’s best days are just beginning.

CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors

MORE STREAMING: McClelland and Telka: Women Ready to Rewrite the Rules of Accounting | Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small |

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Crabtree’s vision for accounting starts with reimagining relationships—both with clients and with ourselves.

“It’s not just about shifting services. It’s about shifting how we see our role,” he explains. “We have to stop thinking of ourselves as just technicians and start thinking of ourselves as partners in our clients’ futures.”

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INNOVATION & CHANGE MANAGEMENT

McClelland and Telka: Rewrite the Rules | The Disruptors

Representation isn’t symbolic. It’s essential for the profession’s future.

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 CPA Trendlines Pro Membership  – See Today’s Special Offer

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The Disruptors
With Liz Farr

Accounting pros Nancy McClelland, CPA, and Questian Telka, EA, are pulling back the curtain on what it really means to be a woman in the accounting world—with all the messy, maddening, and motivating moments that come with it.

Their new podcast, She Counts, is more than just a talk show—it’s a movement. Aimed at ending the isolation so many women in accounting face, the show tackles taboo topics, ugly truths, and everything in between.

CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors

MORE STREAMING: Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small | Dave Kersting: Collaborate with Co-Firming | Ashley Francis: AI’s a Partner, Not a Replacement | Richard Roppa-Roberts: Collaboration Over Competition | Ira Rosenbloom: M&A Numbers Are Easy – Culture Fit Is Hard | Roman Villard: Ditch the Suit & Shine | Monique Swansen: Align Firm Values with Services | Tina McGill: How to Create Lasting Client Impact | Stefan van Duyvendijk: Develop Operational Mindset | Steve Evans: Why Traditional Hiring Methods Fail | Roger Knecht: Can You Be an Accountrepreneur? | Beth Whitworth: Focus on Outcomes Not Hours |Mike Sylvester: Learn to Say No | Salim Omar: Identify Your Client’s $100,000 Problem | Jackie Meyer: Earn More with Fewer Clients

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“We want to bring into the open those unspoken questions and challenges that women in accounting face every freaking day,” says McClelland.

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INNOVATION & CHANGE MANAGEMENT

Paul Dunn: From Standard, to Stand Out, to Stand For | The Disruptors

This milestone episode proves that accountants can change lives—and legacies—every single day.

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 CPA Trendlines Pro Membership  – See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS

The Disruptors
With Liz Farr

In its milestone 100th episode, The Disruptors features Paul Dunn, a four-time TEDx speaker, accounting innovator, and co-founder of the global giving platform B1G1. A true visionary, Dunn has spent decades redefining what it means to be an accountant, and his message to the profession is as bold and inspiring as ever.

CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors

MORE STREAMING: Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small | Dave Kersting: Collaborate with Co-Firming | Ashley Francis: AI’s a Partner, Not a Replacement | Richard Roppa-Roberts: Collaboration Over Competition | Ira Rosenbloom: M&A Numbers Are Easy – Culture Fit Is Hard | Roman Villard: Ditch the Suit & Shine | Monique Swansen: Align Firm Values with Services | Tina McGill: How to Create Lasting Client Impact | Stefan van Duyvendijk: Develop Operational Mindset | Steve Evans: Why Traditional Hiring Methods Fail | Roger Knecht: Can You Be an Accountrepreneur? | Beth Whitworth: Focus on Outcomes Not Hours |Mike Sylvester: Learn to Say No | Salim Omar: Identify Your Client’s $100,000 Problem | Jackie Meyer: Earn More with Fewer Clients

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“If you’re in a sea of sameness, you’re not serving anyone,” Dunn tells host Liz Farr. “We need to move from ‘standard’ to ‘stand out’ because we ‘stand for’ something that is bigger than ourselves.” That “something bigger” is impact.

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PODCAST

Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | The Disruptors

Use AI to work smarter and connect deeper.

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 CPA Trendlines Pro Membership  – See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS

The Disruptors
With Liz Farr

Jacob Schroeder, founder of Ascend Consulting, is clear-eyed about artificial intelligence. He doesn’t see it as a silver bullet or a threat. Instead, he sees it as a catalyst that helps accountants get back to what matters most: being human.

“AI is not the solution. It’s a tool,” Schroeder says. “If you’re trying to make AI the solution, you’re going about it wrong.”

MORE PODCASTS and VIDEOS: Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small | Dave Kersting: Collaborate with Co-Firming | Ashley Francis: AI’s a Partner, Not a Replacement | Richard Roppa-Roberts: Collaboration Over Competition | Ira Rosenbloom: M&A Numbers Are Easy – Culture Fit Is Hard | Roman Villard: Ditch the Suit & Shine | Monique Swansen: Align Firm Values with Services | Tina McGill: How to Create Lasting Client Impact | Stefan van Duyvendijk: Develop Operational Mindset | Steve Evans: Why Traditional Hiring Methods Fail | Roger Knecht: Can You Be an Accountrepreneur? | Beth Whitworth: Focus on Outcomes Not Hours |Mike Sylvester: Learn to Say No | Salim Omar: Identify Your Client’s $100,000 Problem | Jackie Meyer: Earn More with Fewer Clients

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Instead of chasing efficiency for efficiency’s sake, Ascend uses AI to free up time for meaningful conversations and thoughtful, strategic guidance.

By embedding QuickBooks data directly into client emails, for instance, Schroeder’s team ensures that every communication is not only efficient but also infused with empathy and relevance.

“Suddenly, now your response can be more human.”

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INNOVATION & CHANGE MANAGEMENT

Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | The Disruptors

After years in corporate roles, Samantha Hallburn created a firm where people come before profits—and business thrives because of it.

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 CPA Trendlines Pro Membership  – See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS

The Disruptors
With Liz Farr

Samantha Hallburn, founder of PBS Accounting and Tax, didn’t set out to be an accountant. After a progression through sales, marketing, HR, PR, and a stint as ops manager for a telecom company, she was working in banking. Her business owner clients needed loans, but when she asked for financials, “they had no idea what I was even talking about,” she recalls.  

MORE PODCASTS and VIDEOS: Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small | Dave Kersting: Collaborate with Co-Firming | Ashley Francis: AI’s a Partner, Not a Replacement | Richard Roppa-Roberts: Collaboration Over Competition | Ira Rosenbloom: M&A Numbers Are Easy – Culture Fit Is Hard | Roman Villard: Ditch the Suit & Shine | Monique Swansen: Align Firm Values with Services | Tina McGill: How to Create Lasting Client Impact | Stefan van Duyvendijk: Develop Operational Mindset | Steve Evans: Why Traditional Hiring Methods Fail | Roger Knecht: Can You Be an Accountrepreneur? | Beth Whitworth: Focus on Outcomes Not Hours |Mike Sylvester: Learn to Say No | Salim Omar: Identify Your Client’s $100,000 Problem | Jackie Meyer: Earn More with Fewer Clients

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Instead of turning them away, she offered to help. “I started helping my banking clients by going to their offices on my lunch break, after work, before work, on the weekends, days off to help them be able to get me what I needed.” After one particularly bad day in the corporate world, she decided to “roll the dice” and create a full-time venture. 

“I absolutely had no idea what I was really getting into, and that it was just going to be this snowball. And we grew so fast because there was such a need and such a demand,” Hallburn says.  

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