ACCOUNTING ARC

Free Speech Is a Right; Respect Is a Responsibility | ARC

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Timing, venue, and state law shape what you say—and what it costs.

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Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation

This conversation focuses on practice, not politics. 

Accounting leaders are urging firms to pair open expression with professional responsibility as political tensions spill into workplaces and social media feeds. In a new episode of Accounting ARC, hosts Liz Mason, CPA, CEO of High Rock Accounting; Byron Patrick, CPA.CITP, CGMA, CEO of VERIFYiQ and co-founder of TB Academy; and Donny Shimamoto, CPA.CITP, CGMA, founder and managing director of IntrapriseTechKnowlogies and the Center for Accounting Transformation, outline practical guardrails for speech that keep trust at the center. 

RELATED ARC: Talk Politics Professionally | Cancel Culture or Curious Culture? You Choose (Assumed Discrimination) | What Happens in Vegas…Gets Reported on a Tax Return (Working in “Sin” Industries) | Your Identity Is Not a Liability (Pride Week) | Etienne: Decoupling DEIB – A Nuanced Approach |

MORE Accounting ARC: Cash Bags, Casinos & Audits: How First Jobs Shape Us | Gen Z Redefines Careers | Bootleggers, Baptitsts & CPAs: Rethinking Licensure | CPA Firm Ownership Under Fire | Walking Violation: When Showing Your CPA Gets You in Trouble | Audit Bags to TikTok Tags, Gen Z Talks Success | Students Challenge Accounting’s Traditional Career Path | True Grit: Recognizing Struggles That Shape Our Successes | More Admins, Fewer Students, No Plan | What Career Advice Gets Wrong for Gen Z – And How to Fix It | Your Identity is Not a Liability | Burnout, Be Gone: Accounting Needs a Boundary Breakthrough

The conversation opens with a condemnation of political violence and a call for grace as individuals and firms process fast-moving events. From there, the hosts shift to the workplace: what employees say online and in public often follows them to the office, and leaders must navigate the implications for culture, clients, and brand. 

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Henry: Is the Future of Finance with Nontraditional Accounting? | ARC

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Combine technical knowledge with behavioral insights to create holistic client solutions.

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Accounting ARC
With Donny Shimamoto
Center for Accounting Transformation

Accountants have long been known as trusted advisors, but a growing movement is redefining what that means. In a recent episode of Accounting ARC, host Donny Shimamoto, CPA.CITP, CGMA, sat down with Rory Henry, CFP®, BFA™, to discuss how nontraditional accountants are transforming wealth management by embracing a holistic, human-first approach. 

MORE Accounting ARC: Cash Bags, Casinos & Audits: How First Jobs Shape Us | Gen Z Redefines Careers | Bootleggers, Baptitsts & CPAs: Rethinking Licensure | CPA Firm Ownership Under Fire | Walking Violation: When Showing Your CPA Gets You in Trouble | Audit Bags to TikTok Tags, Gen Z Talks Success | Students Challenge Accounting’s Traditional Career Path | True Grit: Recognizing Struggles That Shape Our Successes | More Admins, Fewer Students, No Plan | What Career Advice Gets Wrong for Gen Z – And How to Fix It | Your Identity is Not a Liability | What Happens in Vegas… Gets Reported on a Tax Return | Burnout, Be Gone: Accounting Needs a Boundary Breakthrough

Henry is a director at Arrowroot Family Office, co-founder of AFO Wealth Management Forward, and author of Holistic Guide to Wealth Management: The Science Behind Integrating Services with The Human Side of Behavioral Financial Advice. His mission is to integrate tax and accounting expertise with behavioral finance and values-based planning to help clients achieve not only financial goals but also personal fulfillment.

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Cash Bags, Casinos & Audits: How First Jobs Shape Us | ARC

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“As an auditor, you learn how non-financial events end up having a financial impact.”

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Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation

On this episode of Accounting ARC, Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, revisit their first accounting jobs. The conversation underscores how early exposure to operations, technology, and industry economics cultivates the judgment accountants need to interpret business realities.

MORE Accounting ARC: Gen Z Redefines Careers | Bootleggers, Baptitsts & CPAs: Rethinking Licensure |CPA Firm Ownership Under Fire | Walking Violation: When Showing Your CPA Gets You in Trouble | Audit Bags to TikTok Tags, Gen Z Talks Success | Students Challenge Accounting’s Traditional Career Path | True Grit: Recognizing Struggles That Shape Our Successes | More Admins, Fewer Students, No Plan | What Career Advice Gets Wrong for Gen Z – And How to Fix It |Your Identity is Not a Liability | What Happens in Vegas… Gets Reported on a Tax Return | Burnout, Be Gone: Accounting Needs a Boundary Breakthrough | The Ultimate Business Hack You’re Probably Ignoring | Resilience, Real Talk, and the Road to Mental Wellness | Blockchain Could Still Reshape Accounting | What Gen Z Wants from Business | Firm Differentiation Depends Upon Client Service

From hustling down the beach with bags of money to deploying field laptops with new tech to counting millions of dollars over 15 hours, each host shares a unique accounting beginning, but all have the same clear messaging.

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Gen Z Redefines Careers | ARC-SLC

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Students push for networking, compensation clarity, and creativity as the path to success in a changing profession.

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Not Your Headcount

Accounting ARC – Student-Led Conversations
With Chayton Farlee
Center for Accounting Transformation

When Dominic Piscopo, CPA, compared his first Big 4 paycheck to his weekend bartending income, he had one reaction: disbelief. “I clocked 100 hours during busy season, and the check wasn’t much different than what I made in two nights at the bar,” he recalls.

MORE Accounting ARC: Bootleggers, Baptists, & CPAs: Rethinking Licensure | CPA Firm Ownership Under Fire | Walking Violation: When Showing Your CPA Gets You in Trouble | Audit Bags to TikTok Tags, Gen Z Talks Success | Students Challenge Accounting’s Traditional Career Path | True Grit: Recognizing Struggles That Shape Our Successes | More Admins, Fewer Students, No Plan | What Career Advice Gets Wrong for Gen Z – And How to Fix It |Your Identity is Not a Liability | What Happens in Vegas… Gets Reported on a Tax Return | Burnout, Be Gone: Accounting Needs a Boundary Breakthrough | The Ultimate Business Hack You’re Probably Ignoring | Resilience, Real Talk, and the Road to Mental Wellness | Blockchain Could Still Reshape Accounting | What Gen Z Wants from Business | Firm Differentiation Depends Upon Client Service

Instead of shrugging it off, Piscopo started asking questions—lots of them. He gathered salary data from peers across firms and discovered his cohort was underpaid compared to the market. Presenting the numbers to leadership, he helped secure a nearly 10% raise for his entire group.

“That was the moment I realized transparency could change the profession,” Piscopo says.

Piscopo shares the story on Accounting ARC: Student-Led Conversations, hosted by accounting student Chayton Farlee. The two explore how networking, pay transparency, and building side projects can help students and young professionals stand out in an industry struggling to recruit and retain talent.

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Bootleggers, Baptists, & CPAs: Rethinking Licensure | ARC

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The accounting profession faces a reckoning as leaders debate whether CPA licensure protects the public—or stifles innovation and diversity.

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Not Your Headcount
Accounting ARC

With Byron Patrick and Donny Shimamoto
Center for Accounting Transformation

Licensure is one of the bedrock features of the CPA profession. But what if that bedrock is actually quicksand? In a provocative episode of Accounting ARC, hosts Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA,  sit down with noted author and thought leader Ron Baker to ask: Should CPAs even be licensed at all?

MORE Accounting ARC: CPA Firm Ownership Under Fire | Walking Violation: When Showing Your CPA Gets You in Trouble | Audit Bags to TikTok Tags, Gen Z Talks Success | Students Challenge Accounting’s Traditional Career Path | True Grit: Recognizing Struggles That Shape Our Successes | More Admins, Fewer Students, No Plan | What Career Advice Gets Wrong for Gen Z – And How to Fix It |Your Identity is Not a Liability | What Happens in Vegas… Gets Reported on a Tax Return | Burnout, Be Gone: Accounting Needs a Boundary Breakthrough | The Ultimate Business Hack You’re Probably Ignoring | Resilience, Real Talk, and the Road to Mental Wellness | Blockchain Could Still Reshape Accounting | What Gen Z Wants from Business | Firm Differentiation Depends Upon Client Service

Baker begins with a history lesson, tracing professions back to ancient Babylon and the code of Hammurabi. A profession, he explains, rests on three pillars: a common body of expertise, autonomy with exclusion, and a duty of service to the public. By that definition, he argues, not all licensed occupations—such as florists or interior decorators—qualify.

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CPA Firm Ownership Under Fire | ARC

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As private equity reshapes the profession, accounting leaders debate who should hold the keys to ownership.

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Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation

When New York passed the first CPA licensure law in 1896, the goal was simple: protect the public by ensuring financial professionals met high standards. More than a century later, that mandate is at the heart of a heated debate about who should be allowed to own CPA firms.

MORE Accounting ARC: Walking Violation: When Showing Your CPA Gets You in Trouble | Audit Bags to TikTok Tags, Gen Z Talks Success | Students Challenge Accounting’s Traditional Career Path | True Grit: Recognizing Struggles That Shape Our Successes | More Admins, Fewer Students, No Plan | What Career Advice Gets Wrong for Gen Z – And How to Fix It |Your Identity is Not a Liability | What Happens in Vegas… Gets Reported on a Tax Return | Burnout, Be Gone: Accounting Needs a Boundary Breakthrough | The Ultimate Business Hack You’re Probably Ignoring | Resilience, Real Talk, and the Road to Mental Wellness | Blockchain Could Still Reshape Accounting | What Gen Z Wants from Business | Firm Differentiation Depends Upon Client Service

In the latest episode of Accounting ARC, hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, explore the evolution of firm ownership rules and their implications for the profession.

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Walking Violation: When Showing Your CPA Gets You in Trouble | ARC

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State boards, private equity, and outdated laws are forcing CPAs to downplay the very credential that defines them.

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Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation

For many CPAs, the three letters after their name are more than a credential—they’re a badge of honor. Yet, a new wave of regulatory challenges and firm structures is calling into question when, where, and even if CPAs are allowed to use the designation they worked so hard to earn.

MORE Accounting ARC: Audit Bags to TikTok Tags, Gen Z Talks Success | Students Challenge Accounting’s Traditional Career Path | True Grit: Recognizing Struggles That Shape Our Successes | More Admins, Fewer Students, No Plan | What Career Advice Gets Wrong for Gen Z – And How to Fix It |Your Identity is Not a Liability | What Happens in Vegas… Gets Reported on a Tax Return | Burnout, Be Gone: Accounting Needs a Boundary Breakthrough | The Ultimate Business Hack You’re Probably Ignoring | Resilience, Real Talk, and the Road to Mental Wellness | Blockchain Could Still Reshape Accounting | What Gen Z Wants from Business | Firm Differentiation Depends Upon Client Service

In the latest episode of Accounting ARC, hosts Liz Mason, CPA; Byron Patrick, CPA.CITP, CGMA; and Donny Shimamoto, CPA.CITP, CGMA, dig into one of the most contentious issues facing the profession: restrictions on displaying the CPA license in alternative practice structures and across state lines. READ MORE →

Audit Bags to TikTok Tags, Gen Z Talks Success | ARC

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In this episode of Student-led Conversations, accounting leaders and emerging pros share how staying open can change everything.

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Accounting ARC
With Arpan Grewal and Harshita Multani
Center for Accounting Transformation

In an era where the definition of success is increasingly personal, a recent Student-led Conversations episode of the Accounting ARC podcast brought together two Gen Z hosts and two seasoned accounting leaders to unpack a deceptively simple question: What does “freedom to be” really mean?

MORE Accounting ARC: Students Challenge Accounting’s Traditional Career Path | True Grit: Recognizing Struggles That Shape Our Successes | More Admins, Fewer Students, No Plan | What Career Advice Gets Wrong for Gen Z – And How to Fix It |Your Identity is Not a Liability | What Happens in Vegas… Gets Reported on a Tax Return | Burnout, Be Gone: Accounting Needs a Boundary Breakthrough | The Ultimate Business Hack You’re Probably Ignoring | Resilience, Real Talk, and the Road to Mental Wellness | Blockchain Could Still Reshape Accounting | What Gen Z Wants from Business | Firm Differentiation Depends Upon Client Service

For hosts Arpan Grewal and Harshita Multani, both interns with the Center for Accounting Transformation, this wasn’t about GPAs or résumés. Instead, they explored how independence, cultural influences, and resilience intersect in the personal and professional lives of accountants.

Joining them were Kristine “Tina” Caratan, CPA, CGMA, a veteran consultant to California’s nonprofit sector with 51 years in the profession, and Calvin Harris Jr., CPA, CEO of the New York State Society of CPAs. The discussion spanned immigrant family expectations, systemic barriers, generational shifts, and even the unexpected role of TikTok in modern accounting outreach.

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