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Wallace: Cracking the Code on Inclusion | MOVE Like This

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“You can have inclusion without belonging, but it’s not going to stick. People need to feel they matter.”

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MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines

In this episode of?MOVE Like This, host Bonnie Buol Ruszczyk talks with Jim Wallace, CEO of BPM, about how the firm has embedded diversity, equity, inclusion, and belonging (DEIB) into the core of its culture and strategy. With more than 40 years in public accounting, Jim shares candid insights into how BPM went beyond the “check the box” approach to DEIB by making it a CEO-led initiative from the start. 

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Wallace explains that BPM’s brand promise, “Because People Matter,” isn’t just a slogan, but a foundational principle that informs every part of the firm’s operations, from leadership development to firm-wide engagement. DEIB is not treated as a standalone initiative; it’s part of the firm’s strategic plan and embedded in its values, mission, and even metrics. For example, BPM uses colleague engagement surveys to track employee sentiment, finding that 82% of employees feel they can bring their authentic selves to work. These insights drive changes in programming and support for staff. 
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Meyer: Tax Plans in 90 Seconds? Believe It | The Disruptors

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Boundaries, balance, and tech-powered efficiency are key to more fulfilling work.

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The Disruptors
With Liz Farr

Jackie Meyer envisions a future where every taxpayer “has some kind of democratized access to tax-saving ideas.”

CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors

MORE Jackie Meyer and The Concierge CPA

MORE STREAMING: Erica Goode: Build a $200K Firm in 15hrs/Week | Randy Crabtree: Live at the Intersection of Passion & Skill |McClelland and Telka: Women Ready to Rewrite the Rules of Accounting | Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small |

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Those on the lower end of the income spectrum might be able to upload their 1040s for an instant readout of missed tax saving opportunities and connection to an advisor.

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DiJoseph and Mazabel: Estate Planning Is the New Advisory Power Play | Holistic Guide to Wealth Management

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Connecting the dots between behavior, legacy, and tax strategy unlocks greater trust—and stronger returns—for clients.

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By Rory Henry CFP®, BFA™
For CPA Trendlines

In today’s evolving advice landscape, being an expert in investment portfolios or tax returns is just table stakes. To stand out in a crowded field, you must be able to think at least two steps ahead of your clients. It means helping clients navigate life transitions, avoid costly mistakes, and leave a legacy with intention. 

MORE Rory Henry and The Holistic Guide to Wealth Management

BUY the Holistic Guide to Wealth Management

As you’re probably sensing, we’re not just in the business of numbers today. We’re in the business of behavior and relationships. That’s the message during the latest Holistic Guide to Wealth Management book panel featuring Michael DiJoseph, CFA, a senior strategist at Vanguard’s Investment Advisory Research Center, and Andres Mazabel, head of Advisor Sales at Trust & Will. The discussion unpacks what 25 years of Vanguard’s Advisor Alpha research tells us about advisor value—and how digital estate planning is becoming a powerful new entry point for meaningful client conversations. 

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Papin: A Bold Blueprint for Modernizing | The Concierge CPA

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This interdisciplinary approach offers a glimpse into the future of the accounting profession.

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The Concierge CPA
With Jackie Meyer
For CPA Trendlines

In this episode of The Concierge CPA, host Jackie Meyer introduces an extraordinary guest who truly embodies the term concierge advisor. Meet Chris Papin—CPA, attorney, insurance producer, and all-around problem-solver for small business clients navigating today’s increasingly complex financial landscape.

Papin, founder of both Papin CPA and Papin Law, brings a rare blend of legal, accounting, and advisory insight under one roof. Based in Edmond, Oklahoma, his firm is not only a one-stop shop for tax compliance and estate planning—it’s a home base for strategic conversations, real-world coaching, and highly personalized service.

More Jackie Meyer

Papin’s journey began when a college professor explained that certain advanced tax topics were reserved for lawyers. That stuck. Years later, Papin is that lawyer—and CPA—bringing the skipped chapters into focus for his clients. His multi-credentialed approach is more than a résumé flex; it’s a direct response to client demand for integrated, trustworthy, and empathetic advisory.

“Small business owners often need to pull five levers to get all the professionals they need in one room. I decided to be all five,” Papin quips.

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