PODCAST

Megan Robinson: Leadership Isn’t a Promotion; It’s a Skill Firms Need to Build | MOVE Like This

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“We’re expecting engagement without creating an environment people actually want to engage in.”

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 True Advisor: The Definitive Success Guide to Client Advisory Services by Hitendra Patil | See Today’s Special Offer

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 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, Megan Robinson, founder and CEO of E Leader Experience, joins Bonnie Buol Ruszczyk to talk about one of the most common and costly mistakes firms make: assuming strong performers will naturally become strong leaders.

MORE MOVE Like This | MORE CPA Trendlines Streaming Network

At the center of the conversation is a clear distinction. Technical excellence and leadership effectiveness are not the same skill set. Yet in many firms, top producers are promoted into management roles without the training or support needed to succeed. The result is frustration on both sides: leaders who feel unprepared and teams that don’t feel supported. READ MORE →

Jen Cryder: Collapse of the CPA Firm Pyramid | Gear Up for Growth

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Relationships, Not Technology, Will Define Success.
This is a preview. PRO Members always get the full episode, pluste show notes, takeaways and transcript. | Go PRO here

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Gear Up for Growth
With Jean Caragher

“More than anything else, I think CPAs have this incredible opportunity right now to redefine our relevance in the future,” Jennifer Cryder, CEO of the Pennsylvania Institute of CPAs, says in the new episode of Gear Up for Growth with host Jean Caragher. “What CPA meant for the last hundred years was relatively static. All of that has changed.”

MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | MORE Gear Up for Growth here | MORE CPA Trendlines Streaming Network here

Cryder says that the profession is at a pivotal moment. While artificial intelligence and new market entrants are transforming service delivery, Cryder stressed that the profession’s true competitive advantage lies in human connection.

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The Real Problem with AI in Accounting | ARC

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Technology is advancing faster than the profession’s ability to rethink its workflows.

Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil |
See Today’s Special Offer

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The step-by-step operating guide for firms building, pricing, and scaling advisory services that clients value—and pay for.

Accounting ARC
With Donny Shimamoto
Center for Accounting Transformation

In a profession often defined by structure, standards, and well-worn career paths, Donny Shimamoto, CPA.CITP, CGMA, opens a different kind of conversation in a recent Accounting ARC episode—one that challenges assumptions about what it means to build a career in accounting.

His guest, Danielle Supkis Cheek, embodies that challenge.

As senior vice president of AI, analytics and assurance at CaseWare, Supkis Cheek operates at the intersection of technology, methodology, and human judgment. But her path there was anything but linear—and that, Shimamoto suggests, is exactly the point.

MORE Accounting ARC: AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting’s Hidden Talent Risk: The Sandwich Generation | 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 |

Supkis Cheek describes her role less as a technologist and more as a translator. “I like to think of myself as someone who translates across domains,” she says, explaining how she helps software companies understand how accountants actually work—and how technology can reshape those workflows.

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Robert Gauvreau: Why This CPA Firm Founder Refuses Equity Partners | Big 4 Transparency

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Scaling an eight-figure accounting, tax, law and advisory firm by breaking all the rules.

Sponsored by The Balanced Millionaire: Advisor Edition: Building a 7-Figure Firm in 4 Hours a Week by Dr. Jackie Meyer, CPA, CCA

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With Dominic Piscopo, CPA

The True Adviser: Buy now | Learn more

Robert Gauvreau, FCPA, founder and CEO of Gauvreau Accounting, Tax Law and Advisory, joins Dominic Piscopo on the Big Four Transparency show to explain how he’s scaling an Ontario-based firm from a non-obvious location—Peterborough, not Toronto—into a $20 million operation built around fast decision-making, aggressive reinvestment in talent, and a deliberately non-traditional partnership structure.

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Gauvreau says he made a strategic decision from day one to never take on equity partners, arguing that the traditional partnership model is “broken” because conservative consensus-driven decision-making too often blocks growth. Instead, he built a structure of high-compensated “partners” who share in wins without taking on debt, working-capital risk, or ownership downside—while enabling the firm to move quickly without governance gridlock. He framed the tradeoff clearly: partners get stability and upside participation, while the founder retains the long-term exit value. READ MORE →

Sarah Flischel: The End of the SALY Audit | The Disruptors

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Transformation in audit can help predict clients’ futures.

[This is a preview. Full episodes, including summaries, takeaways and transcripts are available to Pro Members first. | Go Pro here]
Sponsored by The Balanced Millionaire: Advisor Edition: Building a 7-Figure Firm in 4 Hours a Week by Dr. Jackie Meyer, CPA, CCA   

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