Efficiency Is the Wrong Goal for AI | ARC
Value, quality, and effectiveness—not cost savings—should define success.
Accounting ARC
With Liz Mason, Donny Shimamoto, and Byron Patrick
Center for Accounting Transformation
STREAMING NETWORK
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.”
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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 →
Joe Pine: Navigating the New Transformation Economy | Holistic Guide
From Experiences to Transformations: The Future of Value Creation.
Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer
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With Rory Henry
The Holistic Guide to Wealth Management
When advisors talk about differentiating themselves from the pack, the conversation often centers on providing better service models, improved technology, or more personalized experiences.
But according to Fortune 500 management advisor Joe Pine, those levers are no longer enough. The real opportunity lies one level deeper: helping clients change.
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Cofounder of Strategic Horizons LLP, Pine is the co-author of The Experience Economy and author of the newly released The Transformation Economy. He argues that the U.S. economy has continued its long arc first from commodities, then to goods, services and experiences, and now to transformations. In this next transformation phase, the customer is no longer buying a product, activity or even a memorable event. They are investing in who they want to become. READ MORE →
Michelle River: The Hidden Data Behind CPA Firm Burnout and Profit Pressure | Gear Up for Growth
How savvy CPAs are unlocking powerful insights buried in their practice management systems. Plus: Download the slide deck.
Sponsored by True Advisor: Buy now | Learn more
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Gear Up for Growth
With Jean Caragher
For CPA Trendlines
“What surprised me most isn’t what the data says,” says Michelle Golden River, CEO of Fore LLC, in a new episode of Gear Up for Growth, powered by CPA Trendlines. “It’s that almost every CPA already has it, and it rarely makes it into leadership conversations.”
Download Michelle River’s slide deck here
MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here MORE Gear Up for Growth | MORE CPA Trendlines Streaming Network here
River tells host Jean Caragher, president of Capstone Marketing, that firms are overlooking powerful insights buried in their own practice management data.
River challenges CPA firm leaders to rethink long-held assumptions about growth and sustainability. “There is no reason we should be taking a high volume of low spenders when it’s killing us. It’s ruining our sustainability chances,” she says
River leaves three top takeaways for CPA firms:
Accounting’s Hidden Talent Risk: The Sandwich Generation | ARC
The 2026 MOVE Project aims to turn caregiving challenges into actionable insights for firms.
Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil |
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Accounting ARC
With Liz Mason, Donny Shimamoto, and Byron Patrick
Center for Accounting Transformation
As accounting firms continue to grapple with talent shortages, retention challenges, and evolving workforce expectations, a growing segment of professionals is quietly carrying an additional burden — one that rarely shows up on a balance sheet.
They are caregivers.
MORE MOVE: Learn more and register.
MORE Accounting ARC: Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet | Accounting’s “Untalked-About” Frontier | Why Happiness is Hard-Fought for High Achievers | The Fastest Way to Lose Talent Is “Dick Leadership” | Post-Holiday Fatigue Isn’t a Failure; It’s a Signal | OCR, Research Bots & Meeting Assistants: What Actually Helps Now | Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting | Savage: Using Your License as a Megaphone | Baker: Interpreting Pricing Psychology | Don’t Get Fired by Your Own Automation | What Amazon Doesn’t Tell You | Royalties, Residuals, and Reality Checks | ARC-SLC
In the latest episode of Accounting ARC, Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP; and Liz Mason, CPA, turn their attention to the 2026 Accounting MOVE Project — and the professionals it aims to better understand and support.This year’s emphasis: the “sandwich generation” and others balancing careers with caregiving responsibilities. The topic reflects a broader shift in how the profession defines talent, productivity, and success — and raises questions about whether traditional firm structures are keeping pace with reality.