Best Proactive Talent Podcasts (2025)

1
Chad Koebnick: Tribal Tax Credit Promises, Pitfalls, and Proactive Planning | The Concierge CPA 40:19

1h ago40:19

40:19

With 40% discounts and zero clawbacks, this credit is turning heads—and raising eyebrows. The Concierge CPA With Jackie Meyer For CPA Trendlines In this episode, Dr. Jackie Meyer interviews Chad Koebnick, VP of Specialized Tax Services at Nepsis, about the innovative Tribal Tax Credit. More Jackie Meyer They discuss the mechanics of the credit, its…

1
Bold Action Urged on Talent, Tech, and Culture| Accounting Influencers 49:42

6h ago49:42

49:42

It's time to abandon outdated models and rethink everything. Accounting Influencers with Rob Brown The accounting profession is standing at a critical juncture. In a powerhouse panel for the Accounting Influencers Podcast, three industry leaders—David Osborne, CEO of Conga and former Caseware chief; Tom Hood, EVP of Business Engagement and Growth a…

1
Mitchell Reno: Client Experience as a Growth Driver | Gear Up For Growth 30:50

1d ago30:50

30:50

Firms with client experience programs see 19% higher growth rates, according to ClearlyRated study. Gear Up for Growth With Jean Caragher For CPA Trendlines Creating a truly differentiated client experience can be the key to standing out in a profession defined by trust, service, and technical excellence. That’s the message from Mitchell Reno, dire…

1
Burnout, Be Gone: Accounting Needs a Boundary Breakthrough | ARC 38:42

2d ago38:42

38:42

Learn how to protect your time, energy, and sanity in a world of nonstop pings. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In a profession that’s long celebrated overwork as a rite of passage, the Accounting ARC podcast team flips the script. In a recent episode, hosts Liz Mason, CPA; Donn…

1
Art Werner: Wealth Transfer Strategies in a Time of Uncertainty | Quick Tax Tip 2:49

3d ago2:49

2:49

High-net-worth clients are urged to act before the estate tax exemption expires in 2025. Quick Tax Tip With Art Werner CPE Today A key provision of the Tax Cuts and Jobs Act (TCJA) is approaching its expiration date—and Art Werner, J.D., M.S. Tax, is sounding the alarm for advisors and their wealthy clients. In the latest episode of the Quick Tax T…

1
Sandra Wiley: Culture, DEI, and the Future of the Accounting Profession | MOVE Like This 53:59

3d ago53:59

53:59

“I am begging firms: do not let go of your DEI&B initiatives. It is a mistake.” MOVE Like This With Bonnie Buol Ruszcyk For CPA Trendlines In a wide-ranging and deeply personal conversation on the Move Like This podcast, Sandra Wiley, president of Boomer Consulting, shares powerful insights about the evolving culture of the accounting profession an…

1
Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | The Disruptors 59:47

4d ago59:47

59:47

Use AI to work smarter and connect deeper. The Disruptors With Liz Farr Jacob Schroeder, founder of Ascend Consulting, is clear-eyed about artificial intelligence. He doesn’t see it as a silver bullet or a threat. Instead, he sees it as a catalyst that helps accountants get back to what matters most: being human. “AI is not the solution. It's a too…

1
268 - Why You Need to Break Up With Your Compulsion to Work with Brad Farris 47:47

4d ago47:47

47:47

Brad Farris shares how you can go from working obsessively in your business to the entrepreneurship freedom you desire to have.By Jamie Van Cuyk

1
Jen Cryder: Rewrite the Rules | Accounting Influencers 28:04

7d ago28:04

28:04

As the first woman CEO of PICPA, Cryder shares how she’s tackling the CPA pipeline crisis and why it’s time to re-evaluate long-standing licensure rules. Accounting Influencers with Rob Brown In this episode of Accounting Influencers, Jen Cryder, CPA, CEO of the Pennsylvania Institute of Certified Public Accountants (PICPA), opens up about her unex…

1
Paul Dunn: Ditch the Clock, Lead with Heart | Gear Up For Growth 40:49

8d ago40:49

40:49

Stop billing. Start thrilling. Gear Up for Growth With Jean Caragher For CPA Trendlines In a persuasive new episode of Gear Up for Growth, powered by CPA Trendlines, Paul Dunn – four-time TEDx speaker, cofounder of B1G1, and longtime champion of transformational leadership in the accounting profession – delivered a clear call to action for firm lea…

1
Cancel Culture or Curious Culture? You Choose. | Transformation Talks 34:18

9d ago34:18

34:18

Turn communication breakdowns into trust-building moments. Transformation Talks With Donny Shimamoto Center for Accounting Transformation In the latest episode of Transformation Talks, host Donny Shimamoto, CPA.CITP, CGMA, leads a powerful discussion on “assumed discrimination”—the cultural collisions that happen when others project bias onto someo…

1
Art Werner: The Hidden Retirement Perk Most Taxpayers Miss | Quick Tax Tip 2:40

12d ago2:40

2:40

The retirement planning hack can be a secret weapon for tax-free growth. Quick Tax Tip With Art Werner CPE Today When most people hear “HSA,” they think of medical expenses and high-deductible health plans. But in the latest episode of Quick Tax Tip, tax educator and attorney Art Werner urges tax professionals—and their clients—to look deeper. Clic…

1
Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | The Disruptors 54:10

13d ago54:10

54:10

After years in corporate roles, Samantha Hallburn created a firm where people come before profits—and business thrives because of it. The Disruptors With Liz Farr Samantha Hallburn, founder of PBS Accounting and Tax, didn’t set out to be an accountant. After a progression through sales, marketing, HR, PR, and a stint as ops manager for a telecom co…

1
267 - Are These Resume Red Flags Actually Red Flags? 17:57

11d ago17:57

17:57

Explore the most common 'resume red flags' and consider whether they might be steering you away from valuable candidates.By Jamie Van Cuyk

1
How Workforce Planning Drives Student Success 25:21

11d ago25:21

25:21

In this episode of Wake Up and Teach, host Nicola Soares, President of Kelly Education, sits down with Dr. Dan Sims, Superintendent of the Bibb County School District in Georgia, to talk about one of the most powerful levers in education: workforce effectiveness. With nearly three decades in public education, Dr. Sims shares how Bibb County’s strat…

1
Amy Vetter: How Professionals Can Reclaim Their Time, Energy, and Purpose | The Concierge CPA 39:56

14d ago39:56

39:56

“We’re afraid to communicate, we’re afraid to speak up.” 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. More Jackie Meyer The founder of the B3 …

1
Adam Lean: Why Accountants Are Stuck—and How to Escape the Trap | Accounting Influencers 30:08

16d ago30:08

30:08

"This is your chance to make a real difference." Accounting Influencers with Rob Brown Millions of accountants and bookkeepers are stuck in a cycle of overwork, undercharging, and undervaluation. In this episode of the Accounting Influencers podcast, Adam Lean, CEO and co-founder of TheCFOProject.com, delivers a wake-up call: The compliance model i…

1
Aprio CEO: Culture and Capital Fuel Firm’s Rapid Growth | Gear Up For Growth 41:59

17d ago41:59

41:59

PE doesn't have to strip your culture. With Jean Caragher For CPA Trendlines On a recent episode of Gear Up for Growth, powered by CPA Trendlines, Aprio CEO Richard Kopelman offered a behind-the-scenes look at what’s powering his firm’s remarkable trajectory—from a traditional CPA firm to a diversified advisory powerhouse. In conversation with Jean…

1
266 - Is Your Data Safe With Your Growing Team? with Nate Ginter 51:15

15d ago51:15

51:15

Nate Ginter returns to Growing Your Team to discuss the importance of properly protecting data for yourself, your business, and all your valuable clients.By Jamie Van Cuyk

1
The Ultimate Business Hack You’re Probably Ignoring | ARC 34:20

18d ago34:20

34:20

“Leaders should model respect, not just expect it.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation In the age of digital disruption and hybrid work, professional etiquette often feels like an afterthought. But in the latest episode of Accounting ARC, hosts Liz Mason, CPA; Donny Shimamoto, CPA.…

1
Crypto Caution: Be Wary of Digital Assets | Quick Tax Tip 3:59

19d ago3:59

3:59

Treat cryptocurrencies like the next dot-com bubble. Quick Tax Tip With Art Werner CPE Today As cryptocurrencies continue to infiltrate everyday investment portfolios and client conversations, seasoned tax educator and CPA Art Werner offers a stark warning to practitioners: “Crypto concerns me—and I think it should concern accountants.” Click here …

1
Donny Shimamoto: Reimagining Diversity and Belonging in the Accounting Profession | MOVE Like This 38:54

19d ago38:54

38:54

“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.” MOVE Like This With Bonnie Buol Ruszcyk 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…

1
Jean Zick: Happy Team Members Lead to Happy Clients | The Disruptors 48:38

20d ago48:38

48:38

Flexible schedules, remote culture, and ‘durable skills’ are reshaping the accounting profession. The Disruptors With Liz Farr The traditional accounting firm model is under pressure—and The Disruptors podcast is highlighting the pioneers who are rewriting the rules. In this episode, host Liz Farr talks with Jean Zick, CEO and co-founder of Juna Fi…

1
David Podell: Use Strategic Retirement Planning to Build Net Worth | The Concierge CPA 43:24

21d ago43:24

43:24

"If you're not putting your clients into retirement plans, you're missing one of the biggest value-adds in tax advisory." The Concierge CPA With Jackie Meyer For CPA Trendlines In a recent episode of The Concierge CPA, host Dr. Jackie Meyer welcomes back David Podell, CEO and founder of Business Benefits Consultants, for a deep-dive on retirement s…

1
The Profession’s Future Amid Talent Gaps, Tech Disruption, and Evolving Business Models | Accounting Influencers 1:01:04

23d ago1:01:04

1:01:04

Global accounting leaders call for mindset shifts, better storytelling, and a redefined brand. Accounting Influencers with Rob Brown In this edition of Accounting Influencers, four of the profession’s most prominent voices gather for a candid discussion on the challenges and opportunities facing the accounting world. From evolving business models t…

1
Matt Criss: Forget the Grind; Grow Intentionally | Gear Up For Growth 31:56

24d ago31:56

31:56

Stop drifting and start leading. Gear Up for Growth With Jean Caragher For CPA Trendlines In a high-stress profession like accounting, intentional growth isn’t just helpful—it’s necessary. In this episode of Gear Up For Growth, business coach and author Matt Criss joins host Jean Caragher to share how accountants can build resilience, reflection, a…

1
Resilience, Real Talk, and the Road to Mental Wellness | ARC 48:21

25d ago48:21

48:21

From mindful walking to redefining worth, this conversation reveals what it really takes to thrive. Accounting ARC With Arpan Grewal Center for Accounting Transformation In the latest Student-Led Conversations episode of Accounting ARC, high school business student Arpan Grewal steps in as guest host for a raw, reflective episode centered on mental…

1
SMBs Are Overwhelmed by Tax Complexity — Here’s What They Need Most | Quick Tax Tip 2:36

26d ago2:36

2:36

Small businesses face a storm of tax pressures, but trusted advisors can offer calm amid the chaos. Quick Tax Tip With Art Werner CPE Today In the latest episode of Quick Tax Tip, Art Werner delivers an insightful update for small and midsized business (SMB) owners — many of whom are feeling overwhelmed by a growing list of tax and regulatory press…

1
265 - The Problem With Paying New Employees More Than Current Employees 13:55

25d ago13:55

13:55

Listen in this episode as we identify the pitfalls of unequal pay between new and existing employees.By Jamie Van Cuyk

1
Beyond the Numbers: Be Your Client's Advocate | The Disruptors 1:21:13

27d ago1:21:13

1:21:13

Provide clients with actionable information they can use to move their businesses forward. The Disruptors With Liz Farr Back in 2013, before CAS became part of the accounting vernacular, Penny Breslin and Damien Greathead taught a roomful of accountants how to do what Breslin called bookkeeping and back office support, or BOS. “We had 200 accountan…

1
Van Carlson: Why 831(b) Risk Management Strategies Are Gaining Ground | The Concierge CPA 59:47

28d ago59:47

59:47

What once was seen as a tax loophole is now becoming a mainstream strategy for business continuity—if done right. The Concierge CPA With Jackie Meyer For CPA Trendlines The world of business risk has changed drastically since 1986, and so has the way innovative entrepreneurs protect themselves. In a recent episode of The Concierge CPA, host Dr. Jac…

1
Okorie Ramsey: Diversity's About Building Bigger Tables | Accounting Influencers 27:16

1M ago27:16

27:16

“Diversity is about building bigger tables, not just filling seats.” Accounting Influencers with Rob Brown As past chair of AICPA and CIMA, Okorie Ramsey represented nearly 700,000 members worldwide. But in his view, leadership isn’t about wielding power—it’s about partnership, innovation, and service to the public. More Rob Brown In a wide-ranging…

1
Marketers to CEOs: The Expanding Role of Growth Leaders in Accounting | Gear Up For Growth 50:50

1M ago50:50

50:50

Strategic thinking, curiosity, and innovation can turn traditional marketing roles into firm leadership opportunities. Gear Up for Growth With Jean Caragher For CPA Trendlines In a special episode of Gear Up For Growth, host Jean Caragher hands the mic to guest facilitator Sarah Dobek, president of Inovautus Consulting, to lead an inspiring convers…

1
How Blockchain Could Still Reshape Business and Accounting | ARC  23:00

1M ago23:00

23:00

Technologies like AI and Web3 could eventually unlock blockchain’s full potential. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Is blockchain dead? In a thought-provoking Accounting ARC, hosts Liz Mason, CPA, and Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA; tackle the …

1
Tricia Bencich: How Mental Load Silently Undermines Career Progress | MOVE Like This 33:28

1M ago33:28

33:28

Mental load includes the invisible cognitive effort that goes into even the smallest tasks—and it’s constant. MOVE Like This With Bonnie Buol Ruszcyk 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 d…

1
Art Werner: Lead with Optimism - Even in this Economy | Quick Tax Tip 3:56

1M ago3:56

3:56

Despite uncertainties, accountants have an opportunity to lead clients with confidence, expertise, and a forward-looking strategy. Quick Tax Tip With Art Werner CPE Today In the latest episode of Quick Tax Tip, seasoned tax expert Art Werner brings a refreshing perspective: optimism. Click here for more Art Werner Even amid constant regulatory chan…

1
Dominic Piscopo: Use Salary Transparency for Bargaining Power | The Disruptors 1:01:53

1M ago1:01:53

1:01:53

"If you can’t afford fair salaries, it’s time to fix your machine—not squeeze your people." The Disruptors With Liz Farr Like many accountants, Dominic Piscopo, the founder of Big4Transparency.com, was frustrated by the lack of transparency in salary data. “I’d found it really, really frustrating trying to get good quality data on what to expect, l…

1
264 - How Your Team Can Raise Your Visibility on LinkedIn with Louise Brogan 52:27

1M ago52:27

52:27

Louise Brogan teaches business owners how to properly delegate LinkedIn activities and use LinkedIn to aid in hiring efforts.By Jamie Van Cuyk

1
Heidi Henderson: High Impact Tax Strategies Revealed | The Concierge CPA 48:56

1M ago48:56

48:56

Pivotal incentives, like cost segregation studies and energy credits, can revolutionize accounting firm service models. The Concierge CPA With Jackie Meyer For CPA Trendlines In the latest episode of The Concierge CPA, host Dr. Jackie Meyer sits down with Heidi Henderson, executive vice president of Engineered Tax Services (ETS), to discuss elevati…

1
The Year of the Advisor is Here | Accounting Influencers 53:29

1M ago53:29

53:29

"Your top clients are your competitors' top prospects. Are you showing up as their trusted advisor?" Accounting Influencers with Rob Brown How well-equipped is the accounting profession to handle rapid technological advancements and a changing workforce? Are firms ready to embrace the future or stuck in outdated models? More Rob Brown Rob Brown hos…

1
Wade Clark: Stop Selling; Start Catalyzing | Gear Up For Growth 41:29

1M ago41:29

41:29

Uncover growth hidden in plain sight. Gear Up for Growth With Jean Caragher For CPA Trendlines In the latest Gear Up for Growth, host Jean Caragher, president of Capstone Marketing, sits down with Wade Clark, associate director-sales programs at Moss Adams and author of "Simplifying Complex Sales." Their conversation delivers two critical messages …

1
What Gen Z Wants from Business | ARC 32:40

1M ago32:40

32:40

The future is watching. Accounting ARC With Arpan Grewal Center for Accounting Transformation In the latest Student Led Conversations episode of Accounting ARC, high school student Arpan Grewal hosts a dynamic dialogue with ESG Advisory senior manager Tiffany Huey from BPM, showing how accounting is becoming a surprising tool for tackling global ch…

1
Art Werner: Shift Gears Post-Tax Season | Quick Tax Tip 2:21

1M ago2:21

2:21

Start with proactive planning instead of reactive reporting. Quick Tax Tip With Art Werner CPE Today As tax season winds down and the dust settles, many CPAs are eager for a breather. But in the latest Quick Tax Tip with Art Werner podcast, the seasoned tax educator offers a powerful—and timely—reminder: now is not the time to coast. Instead, it's …

1
Debbie Kilsheimer: Stop Thinking Small | The Disruptors 1:24:59

1M ago1:24:59

1:24:59

"Too often, we're stepping over dollars to pick up pennies." The Disruptors With Liz Farr By age 25, Debbie Kilsheimer was already disrupting the traditional accounting mindset. At her first job, she questioned why clients were billed by the hour when speed and efficiency weren’t rewarded. “The smarter I get, the more efficient I become, the less y…

1
263 - The Difference Between a Job Post and a Job Description 14:50

1M ago14:50

14:50

Tune in as we distinguish a job post from a job description to see what works best in pulling the right people for your team.By Jamie Van Cuyk

1
Chris Farrell: The Hidden Bottleneck in Accounting? It’s Not Your Back Office | The Concierge CPA 49:16

1M ago49:16

49:16

Optimizing the client experience is the real key to growth and profitability. The Concierge CPA With Jackie Meyer For CPA Trendlines On a recent episode of The Concierge CPA, Liscio founder and CEO Chris Farrell joins host Jackie Meyer to challenge the conventional wisdom about workflow systems in accounting. His core message? Firms don’t just need…

1
Why 70% of Transformation Projects Fail | Accounting Influencers 31:33

1M ago31:33

31:33

“A bad process is a bad process, whether a person or a piece of technology is doing it.” Accounting Influencers with Rob Brown Change is inevitable, but learning to navigate transformation effectively is the key to long-term success for finance and accounting professionals. On the latest episode of the Accounting Influencers podcast, change expert …

1
Ashley Kostos: How Skills Testing Could Be the Secret Weapon for Accounting Firms | MOVE Like This 33:28

2M ago33:28

33:28

“Accounting isn’t a ‘fake it till you make it’ job." MOVE Like This With Bonnie Buol Ruszcyk 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 c…

1
Firm Differentiation Depends Upon Client Service | Accounting ARC 40:09

2M ago40:09

40:09

Raising the bar on client service doesn’t mean sacrificing all your time. Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Technology has changed how firms operate, but relationships—and setting clear expectations—remain central to client satisfaction. In a recent episode of Accounting ARC, co-h…

1
Art Werner: Are Your Clients Throwing Money Away? | Quick Tax Tip 3:33

2M ago3:33

3:33

Without the right strategy, even the best intentions can go to waste. Quick Tax Tip With Art Werner CPE Today Charitable giving can be a powerful tool for clients seeking tax advantages and for ensuring their donations are used wisely. Yet, many clients—and even some professionals—remain unaware of one of the most accessible vehicles for achieving …

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Proactive Talent Podcasts

Podcasts Worth a Listen