Savage: Use Your License as a Megaphone | ARC – SLC
Question systems and push for fairness.
Accounting ARC
With Arpan Grewal
Center for Accounting Transformation
WOMEN IN ACCOUNTING
Kwaiser: The Real Reason People Stay—or Leave | MOVE Like This
Keep people first, purpose clear, and culture intact.
MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines
Belonging or Bust: Talent Crisis Deepens as Firms Retreat from DEI
Belonging, not perks, is the deciding factor in public accounting’s talent future.
By CPA Trendlines
Harrison: Rethink Firm Communication | MOVE Like This
Treating interactions as a strategy, not administration, helps firms navigate M&A, private equity, and constant change.
This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
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MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines
On the latest MOVE Like This, host Bonnie Buol Ruszczyk sits down with Alice Grey Harrison of AGH Consulting to talk about the people side of firm transformation. Harrison, a three-decade veteran of strategic communications and change management in the accounting sector, helps firms navigate M&A, private equity, leadership transitions, and system rollouts by focusing on how people experience change.
MORE MOVE
Harrison’s central thesis: culture, clearly tied to mission–vision–values, is a growth engine. When people see how their daily work advances firm goals, they give “discretionary energy.” She illustrates this with a pivotal chapter from her big-firm years: after a streak of acquisitions, offices clung to local traditions and bespoke tax methods that trapped capacity. Moving to a true “one firm” model, aligned methodologies, systems, and talent, unlocked scale and accelerated growth that wouldn’t have been possible otherwise.
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Costin, Mason: Next Gen Won’t Compromise | MOVE Like This
Prioritize belonging over optics.
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 “It’s NOT Just the Numbers: How to Move Beyond the Numbers and Deliver REAL Value for Your Clients.”
by Penny Breslin and Damien Greathead. See Today’s Special Offer
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MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines
In this episode of MOVE Like This, Bonnie Buol Ruszczyk speaks with Dr. Claire Costin, CPA (University of Portland), and Dr. Stephani Mason, CPA (DePaul University), two professors who are shaping the future of accounting education and research through their commitment to diversity, equity, and inclusion (DEI). Their insights reveal how today’s students are rethinking what it means to belong in the profession, and what employers must do to keep up.
MORE MOVE
Dr. Costin and Dr. Mason each bring rich, real-world experience to their roles as accounting educators. Dr. Costin’s background in nonprofit auditing informs her work at the University of Portland, where she teaches everything from auditing to ethics. Dr. Mason began her career in a Big Four firm and spent many years in financial services before transitioning to academia at DePaul University. While their career paths differ, both have shifted their research to focus on inequity, bias, and intersectionality in the accounting profession. One theme that emerged clearly in their conversation was that today’s students care deeply about inclusion, authenticity, and choosing employers who align with their values.
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McClelland and Telka: Rewrite the Rules | The Disruptors
Representation isn’t symbolic. It’s essential for the profession’s future.
This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
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The Disruptors
With Liz Farr
Accounting pros Nancy McClelland, CPA, and Questian Telka, EA, are pulling back the curtain on what it really means to be a woman in the accounting world—with all the messy, maddening, and motivating moments that come with it.
Their new podcast, She Counts, is more than just a talk show—it’s a movement. Aimed at ending the isolation so many women in accounting face, the show tackles taboo topics, ugly truths, and everything in between.
CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors
MORE STREAMING: 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 | Dave Kersting: Collaborate with Co-Firming | Ashley Francis: AI’s a Partner, Not a Replacement | Richard Roppa-Roberts: Collaboration Over Competition | Ira Rosenbloom: M&A Numbers Are Easy – Culture Fit Is Hard | Roman Villard: Ditch the Suit & Shine | Monique Swansen: Align Firm Values with Services | Tina McGill: How to Create Lasting Client Impact | Stefan van Duyvendijk: Develop Operational Mindset | Steve Evans: Why Traditional Hiring Methods Fail | Roger Knecht: Can You Be an Accountrepreneur? | Beth Whitworth: Focus on Outcomes Not Hours |Mike Sylvester: Learn to Say No | Salim Omar: Identify Your Client’s $100,000 Problem | Jackie Meyer: Earn More with Fewer Clients
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“We want to bring into the open those unspoken questions and challenges that women in accounting face every freaking day,” says McClelland.
Jen Cryder: Rewrite the Rules | Accounting Influencers
The first female CEO of PICPA talks pipeline crisis and licensure.
Accounting Influencers
with Rob Brown
Amy Vetter: Reclaim Time, Energy, & Purpose | The Concierge CPA
“We’re afraid to communicate, we’re afraid to speak up.”
This is a preview. The complete episode is first available exclusively to PRO Members | Go PRO here
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The Concierge CPA
With Jackie Meyer
For CPA Trendlines
In a profession known for long hours and technical precision, Amy Vetter, CPA.CITP, CGMA, CSP, RYT, offers a refreshing message.
There’s more to success than climbing the traditional career ladder.
The founder of the B3 Method Institute joins Jackie Meyer on The Concierge CPA to share her journey from audit partner to yogi and mindful tech advisor—challenging firm owners to prioritize purpose and personal well-being.
“Once I made partner, I thought I’d feel happier,” Vetter says. “But success without alignment isn’t really success.”
Donny Shimamoto: Reimagine Diversity and Belonging in the Profession | MOVE Like This
“The real question isn’t whether a firm is diverse enough. It’s whether the people in that firm feel like they truly belong there.”
This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
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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 and guest Donny Shimamoto, CPA.CITP, CGMA, explore the complex landscape of diversity, equity, and inclusion (DEI) in the accounting profession, specifically in the current political climate.
Shimamoto, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation, shares insights into the challenges faced by underrepresented professionals, drawing from his personal experiences as an Asian male in leadership roles. They discuss the persistent barriers that prevent women and people of color from advancing to top leadership positions despite making up a significant portion of accounting graduates.
The discussion delves into the current political climate surrounding DEI efforts, acknowledging the pushback and misconceptions about diversity initiatives. Shimamoto emphasizes that these efforts are not about quotas or tokenism but about creating genuine opportunities and a sense of belonging for all professionals. The conversation highlights the importance of moving beyond mere inclusion to fostering an environment where every team member feels they truly belong and can contribute meaningfully.
Tricia Bencich: How Mental Load Undermines Career Progress | MOVE Like This
Mental load includes the invisible cognitive effort that goes into even the smallest tasks—and it’s constant.
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 “TurboCharge Your Profits: How to Thrive in the New Economy,” by Frank Stitely, CPA, CVA – See Today’s Special Offer
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MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines
In the latest episode of MOVE Like This, Tricia Bencich, Inclusion and Social Responsibility associate director at Moss Adams, returns to the show to tackle a topic that resonated deeply with attendees of the 2024 MOVE Mini Summit: mental load. With more than 1,000 attendees at her session alone, it’s clear that the idea of “invisible labor” is striking a chord, especially with women in the workplace.
Mental load, Bencich explains, isn’t just about the physical tasks we perform but the cognitive effort involved in managing them. It’s not driving to the soccer game; it’s remembering the cleats, checking the weather, packing snacks, ensuring the uniforms are clean, and being an emotionally available parent – all before the car leaves the driveway. It’s this invisible, persistent, often unnoticed thinking and planning that women disproportionately carry. And, as she emphasizes, “Mental load affects everyone, but research shows women continue to shoulder more of it, even if their partners work less or not at all.”
Ashley Kostos: Secret Weapon = Skills Testing? | MOVE Like This
“Accounting isn’t a ‘fake it ’til you make it’ job.”
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 “TurboCharge Your Profits: How to Thrive in the New Economy,” by Frank Stitely, CPA, CVA – See Today’s Special Offer
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MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines
In a recent episode of Move Like This, Ashley Kostos, sales manager at Accountests, joined host Bonnie Buol Ruszczyk to explore how data-driven assessments are helping accounting firms hire smarter, retain top talent, and create clearer career paths. With ongoing staffing shortages and high turnover across the industry, testing may be the tool firms didn’t know they needed.
Accountests, founded by a former PwC partner and a psychometric testing expert, offers skills, ability, and personality assessments specifically designed for the accounting profession. These tools help employers move past resume claims and polished interviews to evaluate real-world competencies, including things like understanding financial statements, tax knowledge, and software fluency. “Accounting isn’t a ‘fake it till you make it’ job,” Kostos emphasizes. “You need to know how to do the work.”
Kimberly Ellison-Taylor: The Future of Inclusion in Accounting | MOVE Like This
“True inclusion isn’t about lowering standards; it’s about removing barriers so talent can rise.”
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 “TurboCharge Your Profits: How to Thrive in the New Economy,” by Frank Stitely, CPA, CVA – See Today’s Special Offer
Click to subscribe anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music and Audible, Player FM, Audacy, Gaana (India), Boomplay (Africa), or RSS.
MOVE Like This
With Bonnie Buol Ruszczyk
For CPA Trendlines
In an era where diversity, equity, and inclusion (DEI) have become increasingly politicized, the accounting profession faces a defining moment. With a growing talent shortage and increasing client demands, firms cannot afford to lose qualified professionals. Yet, some are scaling back DEI efforts, failing to recognize that inclusion is not just a social initiative – it’s a business necessity.
In a recent episode of Move Like This, host Bonnie Buol Ruszczyk spoke with Kimberly Ellison-Taylor, CEO of KET Solutions and former chair of the AICPA Board of Directors, about the state of DEI in the accounting profession. Ellison-Taylor, a long-time advocate for inclusion, emphasized that people are the industry’s greatest asset. No matter where she has worked – NASA, KPMG, or Oracle – she has seen firsthand how creating inclusive cultures fosters innovation and drives success.
MOVE Teams with Center for Accounting Transformation for Research Project
Recruiting top talent isn’t enough. Firms must master retention.
By CPA Trendlines Research