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Doug Slaybaugh: How to Define “Values in Motion” | The Disruptors

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Are your firm’s stated values consistent with its behavior?

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The Disruptors
With Liz Farr
For CPA Trendlines

How does your firm define culture? Is your culture consistent with the values posted on the breakroom wall? Doug Slaybaugh, founder of CPA Coach, defines culture as “values in motion.” According to this definition, a firm’s stated values must be evident in the ways a firm actually behaves.

MORE DISRUPTORS: Candy Bellau: The $350 Pricing Mistake that Nearly Broke this Boutique Firm | The Disruptors | Poe: What P.E. Really Wants from Firms | The Disruptors  | Blake Oliver: Build a Biz that Runs Without You | Daiber: Use Succession as a Growth Strategy | Cannon: Busy Season is Self-Inflicted | Carroll: When One Person Can Break the Firm | Rampe: Build a Roadmap Even When the Road’s Not There | Chang: Killing SALY, One Agent at a Time |

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A firm with the value of philanthropy, for example, should give team members the ability to volunteer or sponsor nonprofit events. “There should be evidence,” Slaybaugh explains. “Otherwise, there’s no evidence of that value. It’s really not your culture.”

Slaybaugh’s previous firm had the often-clichéd value of “people first,” but actually executed on that. Team members were offered the option to buy an additional month of PTO, prorated from their salaries, resulting in an 11-month year with nearly two months of vacation.

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At ENGAGE 2026, a Profession Richer and Less Certain Than Ever

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On the agenda: Consolidation, ethics, AI, and talent.

By CPA Trendlines

The CPA profession arrives at its biggest annual gathering this month, carrying two truths that refuse to sit comfortably together: It has never been worth more money. And it has never been less sure of what it is becoming.

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AICPA and CIMA convene ENGAGE 2026 at the ARIA in Las Vegas, June 8 through 11 and the 10th-anniversary theme — “The Next Wave: A Decade of Possibility Starts Now” — markets the milestone while signaling the unease beneath it.

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Jen Cryder: From Membership Model to Market Maker | Big 4 Transparency

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State societies can evolve into engines of innovation, education, and workforce resilience.

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Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

At a time when the accounting profession is undergoing its most rapid transformation in decades, Jen Cryder, CEO of the Pennsylvania Institute of Certified Public Accountants (PICPA), is quietly redefining what a state CPA society can (and arguably should) become. 

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In this episode of the Big 4 Transparency Podcast, Cryder joins host Dominic Piscopo to discuss how advocacy, revenue diversification, and technology investment are converging to reshape the future of the CPA profession. 

Cryder, who spent 15 years in public accounting before joining PICPA more than a decade ago, now finds herself at the center of national conversations around licensure reform, continuing professional education (CPE), and the evolving definition of what it means to be a CPA. While state societies have historically focused on a relatively narrow set of services, Cryder argues that the profession’s accelerating rate of change has expanded that mandate dramatically. “For most of our 130-year history, the definition of a CPA was fairly static,” she notes. “In just the last few years, that list of issues has become infinite.” 

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Three Tech Priorities with Rapid ROI

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Build advisory capacity without waiting for outside capital.

By Hitendra Patil

The technology gap between private equity-backed and independent firms is real, and it is also smaller than it appears from the outside.

Here is something I have consistently observed: PE-backed firms invest heavily in technology during their first 18 to 24 months post-acquisition because they have to. They are merging systems from multiple firms, migrating client data and standardizing workflows across a larger organization. That investment is substantial, but a meaningful portion of it solves problems that independent firms do not have, because they were never acquired in the first place.

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The independent firm’s technology challenge is different: deliberate modernization at a pace that does not disrupt client service. That is a more tractable problem than integration at scale, and the firms that treat it as a sequenced project tend to close the gap faster than they expected.
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Make Clients Feel Seen, Heard and Helped

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three magnifying glasses leaning on sidesUse a three-lens model for CAS conversations.

By Hitendra Patil

Many client accounting services professionals are eager to offer “advisory,” but they sometimes struggle to make their conversations truly feel like advice. The tools are available, and the data is clean, yet something still feels a bit off.

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Why? Because most client interactions rely on reactive reporting, when they should be guided by proactive exploration, and that’s the problem. CAS is far more than just about what you say. It’s about how your insights meet your client’s world.
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