David Podell: The Retirement Plan Provision Most Tax Advisers Overlook | The Concierge CPA
Solo 401(k)s let you think beyond retirement.
The Concierge CPA
With Jackie Meyer
For CPA Trendlines
PODCAST
Why the Profession’s Best Are Walking Away from Partnership | Gear Up for Growth
Firms, not candidates, are to blame for a generation of superstars declining the summons.
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Gear Up for Growth
with Jean Caragher
for CPA Trendlines
Few voices carry more weight on the question of who becomes a partner, and why, than Jim Metzler’s.
So when the former AICPA vice president and longtime mentor to emerging firm leaders says the profession’s top performers are hesitating at the threshold of partnership, firm owners would do well to listen.
MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | MORE Gear Up for Growth here |
In the new episode of “Gear Up for Growth,” hosted by Jean Caragher of Capstone Marketing, Metzler lays out why – and what separates the firms that keep their stars from the ones that lose them.
“The bigger the superstar in the firm, the more they say, ‘I’m really not sure if I want to be a partner,’” says Jim Metzler, founder of Metzler Advisory Group and author of “The Emerging Partner Playbook: A Complete Guide for Emerging Partners in CPA Firms,” this edition of “Gear Up for Growth,” powered by CPA Trendlines and hosted by Jean Caragher, president of Capstone Marketing. READ MORE →
Can Gen Z and Boomers Speak the Same Business Language? | ARC
As workplace language evolves, effective professionals know their audience and adapt their message.
Sponsored by Radical Pricing by the Radical CPA, Jody Padar | See Today’s Special Offer
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Accounting ARC
With Byron Patrick, Donny Shimamoto and Liz Mason
Center for Accounting Transformation
Every generation enters the workplace speaking a slightly different language.
For Generation Z, that language may include phrases such as “delulu,” “mid” and “fire.” For earlier generations, the dated vocabulary might sound different, but the underlying challenge remains familiar: How do people bring their authentic voices to work while still communicating professionally?
MORE Accounting ARC: Accounting Internships Need an Upgrade | The CPA Career Nobody Talks About | Conference Season Exposes Accounting’s Knowledge Gap | The Feedback Mistake That Costs You Your Best People | Is Your Boss Really the Problem? | Most Accountants Are Missing This AI Shift | 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
In this episode of the Accounting ARC podcast, Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP; and Liz Mason, CPA, examine the supposed language barrier separating Generation Z and baby boomers — and question whether it is really as new or insurmountable as some portray it.
Their conclusion is less about memorizing the latest slang and more about developing an essential power skill: adaptability.
Shannon Stone-Winding: The Workforce Was Built for a Life That No Longer Exists | MOVE Like This
As caregiving responsibilities expand across generations and definitions of family, employers have an opportunity to rethink how work gets done — and keep valuable people in the process.
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 Radical Pricing by Jody Padar, CPA | See Today’s Special Offer
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MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research
In this episode of MOVE Like This, Shannon Stone-Winding, President and CEO of the Business Alliance of Colleges and Employers (BACE), joins Bonnie Buol Ruszczyk to explore caregiving through a much broader lens: what does it mean for an organization to truly care for its people?
Shannon brings both a professional and deeply personal perspective to the conversation. In addition to her work connecting employers, colleges, and emerging talent, she has spent 20 years as the primary caregiver for her husband, a 100% service-connected disabled Marine Corps veteran.
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That experience has shaped how she thinks about caregiving, workplace culture, and what employees need to remain and thrive in their careers.
Shannon’s current caregiving research grew from a conversation at a diversity symposium, where accounting professionals began sharing examples of how firms were responding to employees’ changing needs.
Mandy Gallagher: Caregiving Isn’t a Side Issue – It’s a Workforce Issue | MOVE Like This
“Flexibility should be used as a tool for success. It shouldn’t be the exception.”
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 Radical Pricing by Jody Padar, CPA | See Today’s Special Offer
Subscribe to CPA Trendlines Research podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.
MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research
In this episode of MOVE Like This, Mandy Gallagher, lead manager of Women’s Initiatives at the AICPA, joins Bonnie Buol Ruszczyk to discuss why caregiving has become such an important conversation in accounting, what firms may misunderstand about caregivers, and how greater flexibility and support could influence retention and leadership pipelines across the profession. Gallagher’s work focuses on advancing women’s initiatives, supporting professional development, and amplifying women’s perspectives throughout the profession.
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One reason caregiving is getting more attention now is that it is both more visible and much broader than many people have traditionally assumed. Demographic shifts mean multiple generations are simultaneously balancing careers with responsibilities for children, aging parents, siblings, partners, friends, and others who rely on them. COVID also changed expectations around where and how work can happen. Employees experienced firsthand that they could remain productive while having enough flexibility to pick up a child or take a parent to a medical appointment. As more organizations return to traditional office expectations, those competing demands have become harder to reconcile.
The conversation challenges another long-standing assumption: that caregiving is primarily a women-with-young-children issue.