artificial intelligence

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

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Relationships, Not Technology, Will Define Success.
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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.”

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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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AI Can Fix Your Workflow—or Break It in Seconds | ARC

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Deliberate experimentation can unlock value—without creating costly mistakes. 

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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 Liz Mason and Byron Patrick
Center for Accounting Transformation

Artificial intelligence is moving fast—fast enough that even the people experimenting with it daily admit they’re still figuring it out in real time. On the latest episode of Accounting ARC, Byron Patrick, CPA.CITP, and Liz Mason, CPA, take listeners inside that reality: a profession eager to unlock AI-driven efficiency, but still learning how to manage the risks that come with it. 

The conversation centers on a deceptively simple idea—just because AI can do something doesn’t mean it should. And in accounting, the consequences of getting that wrong can be immediate. 

MORE Accounting ARC: 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 |

The discussion begins with a practical example: integrating AI tools like Claude into everyday workflows, particularly in systems such as QuickBooks or Excel. 

What makes these tools powerful is also what makes them risky. 

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Lexy Kessler: Your Future Depends on These Three Questions | Gear Up for Growth

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At stake: Growth, relevance and survival.

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Gear Up for Growth
With Jean Caragher

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CPA firm leaders must act decisively on technology, talent strategy and long-term identity or risk falling behind in a rapidly evolving marketplace, Lexy Kessler, Chair of the AICPA and a partner at Aprio, tells JJean Caragher in a new episode of Gear Up for Growth.

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In a wide-ranging discussion, Kessler focuses on three urgent priorities for firm leaders.  

    • AI Adoption Is No Longer Optional 
    • The Talent Pipeline Is Showing Real Progress, and 
    • Firm Leaders Must Recalibrate Who They Want to Be 

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Efficiency Is the Wrong Goal for AI | ARC

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Value, quality, and effectiveness—not cost savings—should define success.

Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil |
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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 Liz Mason, Donny Shimamoto, and Byron Patrick
Center for Accounting Transformation

Does meaningful AI adoption require scale, budget, and the dedicated innovation teams embedded in large accounting groups? In this episode of Accounting ARC, Donny Shimamoto, CPA.CITP, CGMA; Byron Patrick, CPA.CITP; and Liz Mason, CPA, take on a familiar—but increasingly flawed—narrative in the accounting profession: that large accounting teams will define AI success

The reality, they argue, looks very different on the ground.

MORE Accounting ARC: 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 |

What starts as a reaction to a “big firm” innovation discussion quickly turns into a broader reframing of how small and mid-sized organizations should think about artificial intelligence—not as a race for efficiency, but as an opportunity to increase value, improve quality, and deepen client relationships.

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Joe Pine: Navigating the New Transformation Economy | Holistic Guide

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From Experiences to Transformations: The Future of Value Creation.

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With Rory Henry
The Holistic Guide to Wealth Management

True Advisor: Buy now | Learn more

When advisors talk about differentiating themselves from the pack, the conversation often centers on providing better service models, improved technology, or more personalized experiences.

But according to Fortune 500 management advisor Joe Pine, those levers are no longer enough. The real opportunity lies one level deeper: helping clients change.

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Cofounder of Strategic Horizons LLP, Pine is the co-author of The Experience Economy and author of the newly released The Transformation Economy. He argues that the U.S. economy has continued its long arc first from commodities, then to goods, services and experiences, and now to transformations. In this next transformation phase, the customer is no longer buying a product, activity or even a memorable event. They are investing in who they want to become. READ MORE →