Lynnette Oss Connell: Quitting Is No Way to Manage Burnout | The Disruptors
Burnout Is Not a Personal Failure. It’s a Nervous System Signal
The Disruptors
With Liz Farr
For CPA Trendlines
PODCAST
Leah Yoneda: Stop Mistaking Networking for Business Development | MOVE Like This
Sustainable growth comes from cultivating trust over time—not collecting contacts, memorizing sales scripts or forcing professionals into uncomfortable networking routines.
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MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines Research
In this episode of MOVE Like This, Bonnie Buol Ruszczyk sits down with Leah Yoneda, founder and CEO of Golden Ginkgo Group, to explore why so many talented accounting professionals struggle with business development and why the problem often has less to do with personality than with how firms define, teach, and reward growth.
Yoneda argues that firms frequently wait until professionals are on the doorstep of partnership before introducing business development, then expect them to master an entirely different skill set with little guidance or support.
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Rather than treating relationship building as a long-term professional competency, many firms reduce it to a one-time training session or a list of networking tactics. She believes this approach sets professionals up for unnecessary stress and overlooks the fact that meaningful business development takes years to develop.
A significant portion of the conversation focuses on introversion and the misconceptions surrounding it.
Shelly Weir: Florida CPAs Save Their Licenses. For Now | Gear Up for Growth
FICPA CEO Shelly Weir says the profession survived its most serious deregulation fight yet. The threat isn’t confined to Florida.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
Blake Carroll: The CPA Exam Isn’t Testing How Smart You Are | Accounting Conversations
PwC consultant and CPA exam coach says success depends less on being the smartest person in the room and more on managing time, building effective habits, and continuing after setbacks.
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Accounting Conversations
With Chayton Farlee
Center for Accounting Transformation
The greatest obstacle standing between most CPA candidates and their licenses is not intelligence. It is time. That distinction matters, says Blake Carroll, CPA, a deployment consultant with PwC who helps aspiring CPAs develop the plans, habits, and mindsets they need to pass the exam.
“I truly believe anyone can pass it,” Carroll tells host Chayton Farlee on the Accounting Conversations podcast. “It’s not a test of intelligence. It is a test of endurance.”
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In the episode, Carroll and Farlee, an assurance associate at CliftonLarsonAllen, explore what makes the exam so difficult — and why the skills candidates develop while preparing for it can continue serving them long after they earn their licenses.
Erin Pohan: How to Help Your Clients Understand Accounting | The Disruptors
Connect with your clients: “You’re an entrepreneur, I’m an entrepreneur.”
Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil
The Disruptors
With Liz Farr
Erin Pohan’s firm, Upkeeping, is on a mission “to make accounting relevant and understandable” to all its clients. Pohan describes Upkeeping as “a tax-ready firm” that does everything but tax prep, which they hand off to the clients’ tax professionals. But their hand-off doesn’t stop with providing the tax pro with the information needed for the tax return.
“We don’t believe in just handing pieces of paper over to our clients and letting them run with it,” she explains. “We do work with them throughout the year. We do our client calls where we’re explaining the numbers and the stories behind the numbers, especially, and making sure that they feel equipped and empowered to understand their business finances.”