Welcome to The INSIDE Public Accounting Podcast — a show for accounting firm leaders who want to make smarter, data-driven decisions and stay ahead of industry change. Each episode explores what IPA’s trusted benchmarking data reveals about firm performance, leadership and the future of the profession. From private equity and offshoring to partner compensation and the talent pipeline, we dive into the trends, challenges and innovations shaping public accounting today. Hosted by: Chelsea Summ ...
…
continue reading
Compensation Benchmarking Podcasts
Helping small and medium size businesses solve their HR issues and develop people strategies to drive success.
…
continue reading
This weekly (Fridays) series of messages is based on Multi-View Incorporated’s work with over 1,300 organizations, extracting 989 data-elements with 922 cross-calculations over 27 years on a monthly basis. And then “systematizing” the operational “Best-Known Success Patterns” of the 90th percentile. Our intent is to get beyond the “brag and the boast,” and simply share insights from our experience, without manipulation or coercion to sell anything except helpful ideas. MVI has helped create ...
…
continue reading
Stock 'N Roll is dedicated to unraveling the complexities of equity compensation and highlighting the challenges and best practices that shape the industry. We engage in meaningful conversations with industry experts and thought leaders, aiming to provide actionable insights and strategies for professionals across all levels.
…
continue reading
Through the course of this series we’ll bring in some of IDA's top experts to share their perspectives on cutting-edge research and issues of importance to the U.S national security and science policy community.
…
continue reading
1
Beyond Perks: The Real Drivers of Talent Retention
12:58
12:58
Play later
Play later
Lists
Like
Liked
12:58Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE Talent retention remains one of the biggest challeng…
…
continue reading
1
10 Predictions for the Accounting Profession
16:07
16:07
Play later
Play later
Lists
Like
Liked
16:07Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE 2026 is shaping up to be a defining year for the acc…
…
continue reading
Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE If 2025 felt different, that’s because it was. In th…
…
continue reading
1
Ep. 23: Quality, Leadership, and Personal Growth Interviewed by Chris Comeaux
1:00:14
1:00:14
Play later
Play later
Lists
Like
Liked
1:00:14In close collaboration with Jeff Haffner, Chris Comeaux, and Teleios Studios Quality FIRST and ALWAYS! Stunning Economics follow. In a fast-moving crossover with Chris Comeaux and TCNTalks, Andrew, in his direct manner, affirm that Quality Comes from Within, separates Good from Bad Profits, and ties Margin to structure, intense training, and a comp…
…
continue reading
1
Zooming In on Firm Performance with the Rosenberg Survey
11:13
11:13
Play later
Play later
Lists
Like
Liked
11:13Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE The accounting profession runs on data — and two of …
…
continue reading
1
The M&A Era: How Consolidation Is Reshaping Public Accounting
12:57
12:57
Play later
Play later
Lists
Like
Liked
12:57Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE Mergers and acquisitions are no longer a side story …
…
continue reading
1
Ep. 22: Directional Correctness w/ Jim Fischer
1:03:50
1:03:50
Play later
Play later
Lists
Like
Liked
1:03:50This live-streamed Empowerment Hour from MVI Headquarters features Jim Fischer walking leaders through the core idea of Directional Correctness—choosing what’s right over what’s easy. Jim explores why aspiring is the first step toward becoming a World-Class organization, how the Three Questions reset culture, and why intention and Standards matter …
…
continue reading
1
Future-Proofing Your CPA Firm with Matt Rampe
29:03
29:03
Play later
Play later
Lists
Like
Liked
29:03Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE Strategic planning shows up on every agenda, but for…
…
continue reading
1
Rewriting the Narrative: Fixing Accounting’s Perception
17:26
17:26
Play later
Play later
Lists
Like
Liked
17:26Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE Accounting’s reputation hasn’t kept up with the prof…
…
continue reading
1
Ep. 21: CEO Retreat - Quality Comes from “Within”!
1:00:51
1:00:51
Play later
Play later
Lists
Like
Liked
1:00:51Andrew opens Day 1 of the CEO Retreat, attended by CEOs from across the country, by going straight to the heart of QUALITY—and where it REALLY comes from: within the Leader! He connects discipline to a Culture of Meticulousness, then ties Customer Delight (5,553 interactions without a single complaint) to phenomenal economics. CEOs are urged to def…
…
continue reading
1
Alternative Approaches in Military Compensation Benchmarking
25:49
25:49
Play later
Play later
Lists
Like
Liked
25:49IDA Ideas guests Jackie Burhmann and Mikhail Smirnov joined host Rhett Moeller to discuss IDA’s evaluation of the military compensation benchmark for the Quadrennial Review of Military Compensation. In this podcast, they explain how factors that dual-income military households face play a role in service members’ decisions to stay in the military o…
…
continue reading
1
Blake Oliver on Free CPE, Smarter Teams and AI at Work
28:53
28:53
Play later
Play later
Lists
Like
Liked
28:53Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE What if your CPE fit your life—and your firm’s strat…
…
continue reading
Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE Compliance is no longer the centerpiece of the accou…
…
continue reading
1
Ep. 20: Compensation – The ONLY Way to World-Class (6 of 6)
41:16
41:16
Play later
Play later
Lists
Like
Liked
41:16In this FINAL episode of this Compensation series, Andrew covers many of the Recommendations and Important Points When Creating Compensation Methodologies, including: bringing people Close to Revenue, getting rid of Annual Bonuses, pay Frequently & Immediately so checks teach Cause-and-Effect, wire Objectivity into the system, and keep the model Si…
…
continue reading
1
Jin Chang on What It Really Means to Be AI-Ready
36:16
36:16
Play later
Play later
Lists
Like
Liked
36:16Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE Artificial intelligence is changing the accounting p…
…
continue reading
Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: https://www.earmark.app/channels/c5717392-a994-407c-9f27-7f09a08a4b7c In this Q&A edition, …
…
continue reading
1
Ep. 19: Compensation – The ONLY Way to World-Class (5 of 6)
46:03
46:03
Play later
Play later
Lists
Like
Liked
46:03In this 5th installment on COMPENSATION from the Mountain, Andrew gets practical: the BIG THREE—a Modest Base, Standards Pay, and Individual/Unit Performance Pay—and why pay must include incentives AND disincentives to teach cause-and-effect. He shows how to build Attitude/Happiness into Standards, why hourly is the worst (time expands), and how to…
…
continue reading
1
Are Your Equity Incentives Competitive? The Art and Science of Benchmarking with Michael Sterchi
28:31
28:31
Play later
Play later
Lists
Like
Liked
28:31This is the first out of two, in our short series on Benchmarking. In this episode, we're talking about benchmarking in general, what it is, why you need it and what competitive equity packages actually look like in the market. We even discuss some key differences between the US and here in Europe. The host and CEO of Optio Christoffer Herheim is j…
…
continue reading
1
From Internships to Impact: Rachel Anevski on Building CPAs Who Stay
42:47
42:47
Play later
Play later
Lists
Like
Liked
42:47Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: The INSIDE Public Accounting Podcast | Earmark CPE This episode gets into the work of keepi…
…
continue reading
Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: The INSIDE Public Accounting Podcast | Earmark CPE Each year, INSIDE Public Accounting name…
…
continue reading
1
Ep. 18: Compensation – The ONLY Way to World-Class (4 of 6)
49:08
49:08
Play later
Play later
Lists
Like
Liked
49:08In this 4th installment on the PROFOUND topic of Compensation from the Mountaintop, Andrew talks about how CEOs must cross the Fear Barrier, brand their proprietary Model, and sell the “Why”, because most of the battle is emotional. He lays out rebasing salary/hourly rates to make room for Standards Pay, Happiness Pay, and Individual Pay, insisting…
…
continue reading
1
Communicating Equity Programs: Insights from Deloitte's Jane Darlington
55:10
55:10
Play later
Play later
Lists
Like
Liked
55:10By Christoffer Herheim
…
continue reading
1
A Data-Driven Look at Firm People Strategy
24:45
24:45
Play later
Play later
Lists
Like
Liked
24:45
…
continue reading
1
From Compliance to Advisory: Why Firms Need Critical Skills to Compete
38:34
38:34
Play later
Play later
Lists
Like
Liked
38:34
…
continue reading
1
Ep. 17: Compensation – The ONLY Way to World-Class (3 of 6)
47:57
47:57
Play later
Play later
Lists
Like
Liked
47:57In this 3rd installment of this Compensation series, Andrew shows how a well-designed COMPENSATION SYSTEM creates CONFIDENCE, CUSTOMER DELIGHT, and a HEALTHY CULTURE that Self-Regulates with little need for supervision. Pay becomes a powerful Teacher: A System Solution, where the “System” selects for owners (not renters), “smokes out” unconfident p…
…
continue reading
1
A Deep Dive into the UK’s Leading Tax-Advantaged Share Plans with Chris Fallon
41:34
41:34
Play later
Play later
Lists
Like
Liked
41:34In our latest Stock 'N Roll podcast episode, we sat down with Chris Fallon, Legal Director at Tapestry Compliance, to demystify two of the most prominent all-employee schemes in the UK: the Share Incentive Plan (SIP) and the Save-As-You-Earn (SAYE) plan. For those living or operating in the UK, understanding these plans is crucial for optimizing fi…
…
continue reading
1
From CAS to True Advisory with Mike Hajek
34:54
34:54
Play later
Play later
Lists
Like
Liked
34:54Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz and download your certificate. Start now on the IPA channel in the Earmark app: The INSIDE Public Accounting Podcast | Earmark CPE Advisory isn’t a side service anymore, it…
…
continue reading
Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz and download your certificate. Start now on the IPA channel in the Earmark app: The INSIDE Public Accounting Podcast | Earmark CPE In this episode, Rob Brown and IPA’s Chel…
…
continue reading
1
Ep. 16: Compensation – The ONLY Way to World-Class (2 of 6)
38:13
38:13
Play later
Play later
Lists
Like
Liked
38:13Andrew continues in the DEEP philosophical explanation so often needed for Leaders and Executives to have the courage to implement creative and revolutionary Compensation Systems. Reed drives directly into a discussion of Outliers - Companies that operate with World-Class Quality and Profits - those operating in the 90th percentile statistically ov…
…
continue reading
1
Behind the Numbers: Partner Pay, Tech & Succession
20:18
20:18
Play later
Play later
Lists
Like
Liked
20:18Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz and download your certificate. Start now on the IPA channel in the Earmark app: The INSIDE Public Accounting Podcast | Earmark CPE In this episode of the INSIDE Public Acco…
…
continue reading
1
Jeffrey Weiner: Building Marcum’s Brand & Legacy
39:07
39:07
Play later
Play later
Lists
Like
Liked
39:07Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: https://earmark.app/c/2777 How do you grow a six-person, $300,000 accounting firm into one …
…
continue reading
1
Ep. 15: Compensation - The ONLY Way to World-Class (1 of 6)
45:45
45:45
Play later
Play later
Lists
Like
Liked
45:45In this episode, Andrew speaks plainly and directly to you from the Awakened Forest without any of the spectacle of a large public audience. He goes DEEP into the philosophical explanations of why Compensation IS your main System/Structure in creating a World-Class company. We live in a world of “Incentives and Disincentives”... and BOTH the Positi…
…
continue reading
The conversation around outsourcing and offshoring in public accounting has shifted. What was once viewed with hesitation is now firmly part of the playbook for firms across the country. In this episode of the INSIDE Public Accounting Podcast, hosts Rob Brown and Chelsea Summers dive into the numbers behind the trend. Drawing on IPA’s exclusive sur…
…
continue reading
1
Lexy Kessler on Talent, Technology, and the Future of Accounting
31:35
31:35
Play later
Play later
Lists
Like
Liked
31:35Chelsea Summers and Rob Brown welcome Lexy Kessler, Chair of the American Institute of CPAs and partner at Aprio, to explore the 2040 Project — a strategic initiative mapping the profession’s future. From tackling pipeline challenges to integrating AI, Lexy shares why upskilling, adaptability and people skills are now strategic imperatives for firm…
…
continue reading
1
Understanding the Evolving Landscape of Equity Compensation in Recruitment with Tor Daneshmand
35:59
35:59
Play later
Play later
Lists
Like
Liked
35:59In this episode of Stock 'N Roll, we sat down with Tor Daneshmand, CEO and co-founder of Amby, an embedded recruitment company at the forefront of these changes. Tor brings unique insights into how equity is being wielded as a recruitment tool across different markets, from the mature landscapes of the US and UK to the evolving Nordic region. We'll…
…
continue reading
1
Ep. 14: Compensation - National Broadcast Excerpt (2 of 2)
57:17
57:17
Play later
Play later
Lists
Like
Liked
57:17This is the 2nd installment from this national broadcast on the topic of Compensation. Andrew shares REALITY from his work with 38 non-healthcare companies he helped create Compensation systems for, and applies the Success Patterns to Hospice and Homecare operations. A person of Intelligence should be able to transpose the principles from this broa…
…
continue reading
1
Legacy vs. Lift-Off: Can New CPA Firms Still Break Through?
12:24
12:24
Play later
Play later
Lists
Like
Liked
12:24In this episode of the Inside Public Accounting Podcast, Rob Brown and Chelsea Summers explore a timely question: Are new CPA firms still breaking through? While the average Top 100 firm is nearly 69 years old, some new firms are managing to carve out space in a landscape dominated by legacy players. Chelsea shares findings from IPA's latest resear…
…
continue reading
1
Analyzing the Top 500: IPA’s Insights on Strategy, Specialization and Scale
17:20
17:20
Play later
Play later
Lists
Like
Liked
17:20In this episode of INSIDE Public Accounting, Rob and Chelsea analyze the full landscape of the 2025 IPA 500 rankings—not just the top-tier firms, but the hundreds of firms driving real innovation beneath the headlines. Topics in this episode: Performance trends in the top 100, including private equity influence, revenue growth and productivity metr…
…
continue reading
1
Ep. 13: Compensation - National Broadcast Excerpt (1 of 2)
1:09:23
1:09:23
Play later
Play later
Lists
Like
Liked
1:09:23"We live in a world of Incentives and Disincentives." And if we are intelligent, we can solve most of our organizations problems and frustrations by aligning our compensation systems with the results we want to achieve. In MVI's measurements, NO ORGANIZATION HAS EVER ACHIEVED AND MAINTAINED WORLD-CLASS QUALITY AND ECONOMICS WITHOUT ADDRESSING THEIR…
…
continue reading
1
The 2025 IPA 500: Power Plays, Fast Risers & Big Exits
15:41
15:41
Play later
Play later
Lists
Like
Liked
15:41The 2025 IPA 500 list is here. In this fast-paced episode of the INSIDE Public Accounting podcast, Rob Brown and Chelsea Summers go full horse race. No big-picture trends this time — it's all about who’s new, who’s rising fast, and who’s out. Highlights include: The debutants: Firms like Sorren (#61) and H&Co (#66) enter with bold moves or private …
…
continue reading
1
Designing Global Broad-Based Equity Plans: Insights from Deloitte’s Experts
1:04:38
1:04:38
Play later
Play later
Lists
Like
Liked
1:04:38In this episode of Stock 'N Roll, we sat down in Deloitte’s London office with Lucy Hovland and Anita Grant—two seasoned leaders from Deloitte’s Equity and Incentives practice—to unpack the intricacies of designing global broad-based equity plans. As equity compensation continues to evolve, especially in the post-IPO tech and fintech landscape, com…
…
continue reading
The IPA 500 is just days away—and in this episode, we take you inside the rankings that define the accounting profession. Chelsea Summers and Rob Brown break down how firms qualify for the list, the strategies behind the biggest climbers, and key trends firm leaders need to know now. You’ll hear: What it really takes to make the list The rising rev…
…
continue reading
1
Ep. 12: Designing an Effective People System: 3) Developing Talent – 4) Retaining Talent (2 of 2)
1:09:29
1:09:29
Play later
Play later
Lists
Like
Liked
1:09:29This episode completes the 2nd process, People Selection, and continues a dive into the remaining 2 processes of a World-Class People System, 3) People Development and 4) People Retention. A company’s Quality is “no more or less” than the Quality of its People Systems. The processes in these systems dictate exactly the Quality of the organization’s…
…
continue reading
1
Bridging US and European Equity Compensation: Insights from Carine Schneider
50:16
50:16
Play later
Play later
Lists
Like
Liked
50:16In this episode we're thrilled to have Carine Schneider joining us. Carine as one of the most experienced professionals in the equity compensation domain world wide – and her US view of things is something that we are ready to dive into. Carine will share insights on the cross-border challenges companies face when expanding internationally, the eme…
…
continue reading
In this episode of The INSIDE Public Accounting Podcast, Rob Brown and Chelsea Summers take a first look at early findings from the 2025 IPA Practice Management Survey. The data tells a story of change—but also one of adaptation, strategy and opportunity. From evolving growth rates to expanded outsourcing strategies and shifts in licensure, firms a…
…
continue reading
1
Private Equity in Public Accounting: Disruption or Opportunity?
15:33
15:33
Play later
Play later
Lists
Like
Liked
15:33In Episode 2 of The INSIDE Public Accounting Podcast, hosts Rob Brown and Chelsea Summers unpack the results of a pulse survey of 163 accounting firms on one of the profession’s most controversial trends: private equity. Chelsea shares insights from IPA’s latest research, including how firm leaders are navigating growth, autonomy, and culture in a …
…
continue reading
1
Ep. 11: Designing an Effective People System: 1) Talent Attraction – 2) Talent Selection (1 of 2)
1:11:39
1:11:39
Play later
Play later
Lists
Like
Liked
1:11:39Every company says, “People are our greatest asset”…BUT…most have very little insight how to actually find, select, and develop employees, let alone, retain them! Otherwise, the turnover of employees would be a nonissue as it RARELY would happen and quality would be measured in terms of “thousands of interactions” without a single screw up or compl…
…
continue reading
1
Welcome to The INSIDE Public Accounting Podcast
11:18
11:18
Play later
Play later
Lists
Like
Liked
11:18In this inaugural episode of The INSIDE Public Accounting Podcast, hosts Chelsea Summers and Rob Brown introduce a new weekly show designed for firm leaders who want to stay ahead of the curve. Hear how this podcast will bring the profession’s most trusted data to life—translating charts and trends into actionable insights. Chelsea shares how IPA’s…
…
continue reading
1
Ep. 10: People Development: The Foundation of Your Success!
47:18
47:18
Play later
Play later
Lists
Like
Liked
47:18In this “DYNAMIC” episode, Andrew Reed, speaking to hundreds of CEOs and Senior Executives in a national broadcast, makes a compelling case: Your Company’s Quality is No More or Less than the Quality of your People Development System! Hard-earned lessons, through blood experience and insights, are shared as Andrew INTRODUCES the utterly important o…
…
continue reading
1
COMING SOON: The INSIDE Public Accounting Podcast
1:51
1:51
Play later
Play later
Lists
Like
Liked
1:51Welcome to a new voice in the accounting profession. The INSIDE Public Accounting Podcast launches soon—bringing you weekly insights, data-driven trends, and leadership strategies from the team behind the IPA 500 and the industry’s most respected reports. In each episode, hosts Chelsea Summers and Rob Brown will go beyond the numbers to unpack the …
…
continue reading