Welcome to "Analyze Happy: Crafting Your Modern Data Estate", the podcast where data meets delight! Dive into the world of modern data estate tools and discover how to harness advanced analytics, data governance, and AI transformation to accelerate growth in your organization. With a spotlight on the Microsoft ecosystem—think Fabric, Azure Databricks, Power Platform, IoT Edge, and Real-Time Intelligence—we’ll explore best practices, actionable insights, and the latest innovations to build a ...
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Modern Data Estate Podcasts
The Datamam Podcast explores how public data is transforming modern industries. The show dives into real-world use cases of web scraping, data intelligence, and AI, from market analysis and competitive benchmarking to ethical debates and automation trends. Each episode breaks down complex data topics into engaging conversations for tech leaders, founders, and data professionals looking to stay ahead in a data-driven world.
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Join Carta's Head of Insights, Peter Walker, as he breaks down the data that's fueling today's most fascinating trends in startups, VC, and the private market ecosystem. Featuring guests from across the venture industry — from founders to investors, and everyone in between — each new Data Minute is a bite-sized breakdown of the metrics, patterns, and important insights you need to navigate the ever-changing world of startups.
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Sharing stories about life, liberty, the funny, and of course money!
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Exclusive information. Extraordinary insight. See all podcast episodes here: https://cpatrendlines.com/category/podcast/ CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions. We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients. Elite decision-makers from all over the world look to CPA Trendlines for trusted adv ...
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Where high-performing entrepreneurs train for wealth like athletes train for gold. This isn’t hustle culture—it’s high-performance conditioning. Each week, Nicole Purvy—entrepreneur, fund manager, and creator of the GGM Framework and the Athlete Entrepreneur Method—pulls back the curtain on the systems, belief shifts, time mastery, and spiritual alignment required to scale purpose-driven income and legacy wealth. From private equity fund playbooks to real-time business audits, biblical busin ...
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On Masters of Scale, iconic business leaders share lessons and strategies that have helped them grow the world's most fascinating companies. Founders, CEOs, and dynamic innovators join candid conversations about their triumphs and challenges with a set of luminary hosts, including founding host Reid Hoffman (LinkedIn co-founder and Greylock partner). From navigating early prototypes to expanding brands globally, Masters of Scale provides priceless insights to help anyone grow their dream ent ...
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If you’re an estate agency owner, leader, or entrepreneur who refuses to follow the crowd, this is your podcast. Estate Agency X is where the best in the industry come to learn, grow and stay ahead. Hosted by industry pioneers Mark Burgess and Rob Brady, this podcast delivers cutting edge insights from those redefining the game. Mark, CEO of Iceberg Digital and a recognised authority in marketing and big data, has been featured on Sky TV, Forbes, and global stages. Rob, an Elite Performance ...
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The insurance industry gets better through sharing innovation. On the Leadership in Insurance Podcast we speak to insurance thought leaders that are changing the game. The LIIP is a podcast helping Insurance professionals, Investors and supporters learn what it takes to achieve and succeed in the global insurance industry. We specifically look at what it takes to build a modern insurance business and how great teams are built, we share their stories to educate and inspire change to help buil ...
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Welcome to "What About Us!" I'm Rick. On this channel, we peel back the layers of our society to reveal the hidden truths behind the headlines. From analyzing how data and political currents shape our communities to debunking common myths about social and economic issues, we question the narratives we're told and explore the complexities of modern life. We also dive into how these forces impact our personal lives—from relationships and self-growth to the intricacies of money management—provi ...
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The Valley Investors Podcast gives listeners insight into the most prominent investors in the Arizona community and beyond. We speak with founders, CEOs, and Chief Investment Officers about what brought them to Arizona, their views on investing, and their connections to the local community. Find out more at: https://www.cfasociety.org/phoenix
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Compliance Playbook for Private Equity: Data Governance, Risk, and Regulation in 2025
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25:39Send us a text In this episode, we unpack the evolving compliance landscape for private equity firms in 2025, where regulatory pressure is intensifying across jurisdictions. From GDPR and CCPA to SOX and the EU’s CSRD, today’s PE leaders must navigate an intricate web of rules—all while managing sensitive data, stakeholder trust, and portfolio-wide…
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Go PRO: Get full sitewide access with today's best offer
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1:19Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strategies, and tools designed just for YOU! See today 's best PRO offers here. Get exclusive access – Over 10,000 articles, tools, and expert guidance—keepin…
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Beyond Automation: The Real Power of AI in Insurance Claims — with Grace Hanson, CEO of Elysian
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34:23Hosted on Acast. See acast.com/privacy for more information.
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Reza Hooda: Model a 7-Figure Firm in 10Hrs/Week | The Concierge CPA
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34:17Building a firm should provide time, money, and freedom. The Concierge CPA With Jackie Meyer For CPA Trendlines In this conversation, Dr. Jackie Meyer, CPA and Reza Hooda, Coach & Mentor to Accountants with The Profitable Accountants Community, discuss the transformative journey of Hooda from a traditional accounting background to modernizing his p…
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Deal or No Deal? The P.E. Dilemma for Firms | Accounting Influencers
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23:55Leaders must decide whether to follow the money—or protect their independence. Accounting Influencers With Rob Brown In a striking shift that’s redefining the accounting profession, private equity is no longer circling—it’s landed. On a recent episode of the Accounting Influencers Podcast, host Rob Brown breaks down what might be the most transform…
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Kristen Lewis: Growth Strategy that Actually Works | Capstone Conversations
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29:48To turn disruption into opportunities, get marketers to the table "early and often." Capstone Conversations By Jean Caragher For CPA Trendlines Kristen Lewis, Managing Director of Marketing for EisnerAmper and the 2025 Association for Accounting Marketing (AAM) Marketer of the Year, joins Jean Caragher on Capstone Conversations to share lessons fro…
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How a summer job grew into an ice cream empire, with CEO Ben Van Leeuwen
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32:44Van Leeuwen Ice Cream is one of the fastest growing dessert brands in the country. It’s known for its seriously delicious classic flavors and its wacky collaborations. (Kraft Mac and Cheese ice cream, anyone?) Co-founder and CEO Ben Van Leeuwen talks with Jeff Berman to reveal how it grew from his love of simple ingredients and driving an ice cream…
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More Admins, Fewer Students, No Plan | ARC
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36:29Hosts call out the fiscal dysfunction behind America’s school meltdown. Accounting ARC With Byron Patrick, and Donny Shimamoto When CNBC published a video examining why U.S. public schools are facing severe budget shortfalls, it sparked a passionate accounting conversation. On the Accounting ARC podcast, co-hosts Donny Shimamoto, CPA.CITP, CGMA, an…
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Art Werner: Use This Window Wisely | Quick Tax Tip
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2:30...Before year-end chaos returns... Quick Tax Tip With Art Werner CPE Today Busy season is behind us. Year-end reporting deadlines haven’t hit yet. That makes right now the sweet spot for strategic client outreach—and tax professionals shouldn’t waste a second of it. Click here for more Art Werner In the latest episode of the Quick Tax Tip podcast,…
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BPM CEO Jim Wallace: Cracking the Code on Inclusion | MOVE Like This
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44:03“You can have inclusion without belonging, but it’s not going to stick. People need to feel they matter.” MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines In this episode of MOVE Like This, host Bonnie Buol Ruszczyk talks with Jim Wallace, CEO of BPM, about how the firm has embedded diversity, equity, inclusion, and belonging (DEIB) into…
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Yoss: You Need a REAL Data Backup Plan - Right Now | Quick Tech Talks
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2:05A brief disruption could cost you thousands. A complete failure could cost you everything. Quick Tech Talk With Steve Yoss CPE Today In the digital era, your data is your most valuable asset. Whether you're serving clients, analyzing operations, or simply keeping your business afloat, uninterrupted access to accurate data is essential. But what hap…
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PBS fights for its future, with President & CEO Paula Kerger
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27:07PBS President & CEO Paula Kerger joins Rapid Response to take us inside the organization’s financial reality if federal funding is stripped, and how she’s battling to protect iconic programming — from Frontline to Sesame Street. Kerger shares the role of corporate philanthropy in PBS’ future, its relationship with streamers like Netflix, and how sh…
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Jackie Meyer: Tax Planning in 90 Seconds? Believe It | The Disruptors
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45:27Boundaries, balance, and tech-powered efficiency are key to more fulfilling work. The Disruptors With Liz Farr Jackie Meyer envisions a future where every taxpayer “has some kind of democratized access to tax-saving ideas.” Those on the lower end of the income spectrum might be able to upload their 1040s for an instant readout of missed tax saving …
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DiJoseph and Mazabel: Estate Planning Is the New Advisory Service Power Play | Holistic Guide to Wealth Management
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47:04Connecting the dots between behavior, legacy, and tax strategy unlocks greater trust—and stronger returns—for clients. By Rory Henry CFP®, BFA™ For CPA Trendlines In today’s evolving advice landscape, being an expert in investment portfolios or tax returns is just table stakes. To stand out in a crowded field, you must be able to think at least two…
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Putting Humanity in the Loop — How Symphony AI Is Redefining Insurance Claims Training : An Interview with Murtaza Ali, CEO and Co-Founder of Symphony
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31:18I was joined this week by Murtaza Ali, CEO & Co-Founder of Symphony (YC F24), for a conversation about how he’s tackling some of the biggest challenges in the insurance industry with cutting-edge voice AI — without losing sight of the human touch. A bit of context: Murtaza’s journey insurtech journey started at McKinsey before joining Tractable to …
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Chris Papin: A Bold Blueprint for the Modern Firm | The Concierge CPA
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30:04This interdisciplinary approach offers a glimpse into the future of the accounting profession. The Concierge CPA With Jackie Meyer For CPA Trendlines In this episode of The Concierge CPA, host Jackie Meyer introduces an extraordinary guest who truly embodies the term concierge advisor. Meet Chris Papin—CPA, attorney, insurance producer, and all-aro…
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Nick Huber: From Noise to Noteworthy | Accounting Influencers
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25:31Ditch bland blogs and craft content that actually converts. Accounting Influencers With Rob Brown In this Accounting Influencers episode, Nick Huber—former Financial Times journalist and expert in content strategy—calls out the elephant in the accounting marketing room: most firm content is forgettable. But it doesn’t have to be. More Accounting In…
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Kimberly Ellison-Taylor: Why Small Firms Hold the Key to Accounting’s Talent Crisis | Gear Up For Growth
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35:10They're not leaving the firm. They're leaving you. Gear Up for Growth With Jean Caragher For CPA Trendlines What’s driving talent out of accounting firms? According to Kimberly Ellison-Taylor, CPA, CGMA, CITP, CISA, everything from outdated leadership to untold success stories is pushing promising professionals away. In this episode of Gear Up for …
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Selling With Soul in a Central London Market
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52:23Send us a text What does it take to thrive as an independent estate agency in the heart of London for over 22 years? Rob Hill, founder of Greater London Properties, reveals the surprising journey that transformed a temporary six month venture into a flourishing business with central London offices in Soho and Bloomsbury. Rob's story begins with an …
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Discover the link between triggers, burnout, and the power of saying “not right now.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Let’s be honest: the accounting profession isn’t exactly known for work-life balance. Long hours, tax season sprints, and "just one more thing" emails can leave …
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How Baby2Baby stepped up as LA wildfires raged, with co-CEOs Norah Weinstein and Kelly Sawyer Patricof
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36:16Devastating wildfires tore through Los Angeles at the start of 2025. Nonprofit Baby2Baby was on the ground leveraging its deep knowledge of how to respond to natural disasters to help families in need. Co-CEOs Norah Weinstein and Kelly Sawyer Patricof joined host Jeff Berman on stage to reflect on what it was like to use everything they’d learned s…
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How LPs Think: Taste, Timing, and Saying No With Style | Head of Investor Relations, Alchemist Accelerator)
1:06:23
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1:06:23This week on The Data Minute, Peter sits down with David Zhou, Head of Investor Relations at Alchemist Accelerator and the host of Superclusters, for a deep dive into how LPs choose, and say no to, emerging managers. David shares what hundreds of GP conversations have taught him about building trust and avoiding the "sea of sameness.” They talk abo…
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Hannah Munro: Real Reasons Change Fails | Accounting Influencers
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31:33From unclear goals to digital missteps, this episode outlines what it takes to transform with confidence. Accounting Influencers With Rob Brown Change isn’t slowing down. It’s speeding up. And according to Hannah Munro, that’s precisely why finance professionals can’t afford to treat transformation as a one-time event. More Accounting Influencers w…
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Canva’s $35B design biz is quietly taking over the workplace, with co-founder & COO Cliff Obrecht
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29:40For over a decade, Canva has made design and publishing more accessible than ever. Now, the company is wrestling with how to harness AI while staying true to its mission of empowering individual creators. Co-founder and COO Cliff Obrecht joins Rapid Response to reveal how Canva is navigating this shift—and why the stakes are so high when it comes t…
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Chris Vanover: Audit, Rebranded: Now with 100% Less Misery | The Disruptors
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49:53CPAClub is doing what few dared: killing the billable hour, shrinking the workweek, and proving that audit doesn’t have to suck. The Disruptors With Liz Farr Public accounting has long had a reputation for being slow to change, but in the world of audit, that pace has been glacial. Chris Vanover, CPA, founder and president of CPAClub (formerly Audi…
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Johnston: Private Equity, Shady Vendors, and Broken Software | Accounting Influencers
23:28
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23:28"We've got a real problem. And no easy fix." Accounting Influencers With Rob Brown The accounting profession is undergoing a seismic shift—and not all of it bodes well for those who value independence, innovation, or client service. In this episode of Accounting Influencers, veteran tech strategist Randy Johnston, shareholder at K2 Enterprises, rev…
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Revolutionizing Real Estate: Harnessing Data to Shape the Future
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57:11Step into the future of real estate with Michael and Kris Broder as we uncover how technology and data are redefining the industry. This episode delves into the power of predictive modeling, strategic foresight, and the art of aligning your business processes with the needs of your end users. Gain actionable insights that transcend industries, empo…
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Anshul Agrawal: Gain a Competitive Edge Through Direct Ownership Offshoring | Gear Up For Growth
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35:54Get more control, greater flexibility, and a path to smarter growth. Gear Up for Growth With Jean Caragher For CPA Trendlines In this episode of Gear Up for Growth, powered by CPA Trendlines, Anshul Agrawal, founder of June15 Consulting, shares how direct ownership offshoring is helping CPA firms unlock long-term value and sharpen their competitive…
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Building a $1.5B real estate empire, with Spencer Rascoff and Austin Allison
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32:53Zillow co-founder Spencer Rascoff and Dotloop founder Austin Allison both knew that owning a vacation home was a great privilege — and an expensive hassle. They’re leveraging their decades of experience in real estate to reshape how owning a vacation home works with a new business: Pacaso. They join host Jeff Berman to reveal how it became the fast…
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What Career Advice Gets Wrong for Gen Z—and How to Fix It | ARC
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51:27Learn why today’s students want more than titles—and how employers should respond. Accounting ARC With Arpan Grewal and Harshita Multani Center for Accounting Transformation Accounting ARC: Student-Led Conversations isn’t just another student podcast—it’s a cross-generational wake-up call. In this episode, business students Arpan Grewal and Harshit…
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Embrace the Machines | Accounting Influencers
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11:48Forward-thinking firms transform disruption into dominance. Accounting Influencers With Rob Brown In a profession built on precision, trust, and timeless principles, a disruptive force has arrived—and it’s not just another regulation. It’s technology. Automation, AI, and machine learning are redefining accounting at a rapid pace, sparking a pressin…
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Angela Oakley: Strengths-Based Coaching Fuels Engagement | MOVE Like This
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28:52“When people see their strengths clearly for the first time, they feel seen, and that changes everything.” MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines At Clark Nuber, developing talent is more than a bullet point on a strategic plan; it's woven into the fabric of how the firm operates. Angela Oakley, director of the firm’s Talent Ad…
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Empowering frontline leaders amid Trump’s massive global aid cuts, with War Child’s Dr. Samantha Nutt
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29:05Even after the fighting stops, the impact of war is felt for generations. Dr. Samantha Nutt, President of War Child USA and Canada, joins Rapid Response to share how the nonprofit is serving families in conflict zones around the world — from Sudan to Afghanistan, utilizing local leaders and community organizers to spark meaningful and long term cha…
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Erica Goode: Build a $200K Firm in 15 Hours a Week | The Disruptors
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48:23Thrive with a lean schedule, happy clients, and a calm home life. The Disruptors With Liz Farr Erica Goode was exhausted and burned out as a corporate accountant and mom of two young children. “I could not figure out a sane way to operate a 50-hour work week and raise two kids and have a spouse who worked a 50-hour work week,” Goode explains. “I do…
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Fineberg, Hecker: How CPAs Are Filling the 100,000-Wealth Advisor Gap | Holistic Guide to Wealth Management
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47:39Sponsored by CPA Trendlines Pro Membership – See Today’s Special Offer By Rory Henry CFP®, BFA™ For CPA Trendlines As Teddy Roosevelt once said, “People don’t care how much you know until they know how much you care.” When people ask why more accountants are incorporating holistic finance services into their practices, it’s because they’re realizin…
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Guess Who’s in Ideal Position to Fill the Coming Shortage of Financial Advisors? | Holistic Guide to Wealth Management
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47:08With a looming shortage of 100,000 financial advisors, CPAs have a once-in-a-generation opportunity to fill the gap. By Rory Henry CFP®, BFA™ For CPA Trendlines As Teddy Roosevelt once said, “People don’t care how much you know until they know how much you care.” Roosevelt made that comment over a century ago, but it remains highly relevant today. …
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Experts Call for Industry Overhaul | Accounting Influencers
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56:27Top minds in accounting push for systemic reform, more innovative tech, and a human-first workplace. Accounting Influencers with Rob Brown While many firms report strong financials and steady client demand, an urgent conversation is happening behind the scenes—one that questions whether traditional business models, outdated technology, and uninspir…
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Carl Peterson: Succession or Stagnation? | Gear Up For Growth
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35:49AICPA’s Peterson sounds the alarm for small firms. Gear Up for Growth With Jean Caragher For CPA Trendlines In a farewell interview on Gear Up for Growth, powered by CPA Trendlines, Carl Peterson, vice president of Small Firm Interests at the AICPA, shares hard-earned insights with Jean Caragher, president of Capstone Marketing, from his 14-year te…
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Behind the Code: How Modern Web Scraping Really Works
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9:31What really powers the modern web scraping stack? In this episode, we break down the tools, techniques, and infrastructure behind large-scale data extraction from Selenium and Beautiful Soup to API scraping and proxy management. Whether you're just starting out or scaling operations across thousands of pages, this is your hands-on guide to turning …
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How to raise $172M for the underinvested, with Stacy Brown-Philpot
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33:00After wildly successful stints at Google, as CEO of Taskrabbit, and on prominent boards, Stacy Brown-Philpot decided it was time to start her own venture capital fund. She talks with host Jeff Berman about how she raised $172 million for Cherryrock Capital, why she’s focusing on underinvested founders, and how she owes it all to a six-day silent re…
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Your Identity Is Not a Liability | Accounting ARC
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37:00Silence, shame, and outdated policies still shape the profession—but we rise anyway. Accounting ARC With Liz Mason and Donny Shimamoto Center for Accounting Transformation In a stirring Pride Month episode of the Accounting ARC podcast, Liz Mason, CPA, and Donny Shimamoto, CPA.CITP, CGMA, confront what it really means to belong in a profession stil…
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AI, LPs, and the New Era of Venture | Lu Zhang (Founder & Managing Partner, Fusion Fund)
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46:35Lu Zhang Managing Partner of Fusion Fund joins Peter this week to talk about what it takes to scale an early-stage venture firm—and back game-changing companies—at the speed of today’s AI boom. Fresh off her oversubscribed $190M Fund IV raise, Lu talks about what most managers get wrong when pitching institutional LPs, what it takes to stand out in…
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Implementing Data Mesh with Microsoft Fabric Domain
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15:07Send us a text In this episode, we dive deep into how Microsoft Fabric is revolutionizing enterprise data architecture with its powerful Domains feature—an essential building block for implementing a modern data mesh. Join us as we explore: What a data mesh really is—and why it's the future of scalable, decentralized data operations How Fabric Doma…
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Will the "Big, Beautiful Bill" Pass? Why 80% Might Become Law—and What Accountants Need to Watch | Quick Tax Tip
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3:03Compromise, party discipline, and presidential influence could make this bill one of the most impactful yet. Quick Tax Tip With Art Werner CPE Today When major tax reform is introduced, it's easy to assume the process is straightforward: the House writes a bill, the Senate reviews it, and Congress either passes or blocks it. But the truth is much m…
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Send us a text What happens when you dare to charge what you're truly worth? Laura Howey's journey from struggling estate agent to thriving business owner reveals the transformative power of mindset and vision. Laura co-started Love Property during the 2008 recession with modest goals, earn enough to avoid returning to corporate banking and have fl…
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Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strategies, and tools designed just for YOU! Get exclusive access to over 7,000 articles, tools, and expert analyses—keeping you ahead of the curve in practic…
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Write Your Way to the Top: The Career Move Most Overlook | Accounting Influencers
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14:57What's the best professional step in accounting? It's free, powerful—and you're probably not doing it. Accounting Influencers with Rob Brown Want to stand out in your firm? Build a loyal client base? Attract speaking gigs, promotions, or even media opportunities? In this episode of Accounting Influencers, the answer isn’t more certifications or hou…
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Randy Crabtree: Live at the Intersection of Passion and Skill | The Disruptors
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53:52Abandon rigid roles and redefine success on your own terms. The Disruptors With Liz Farr Randy Crabtree believes the biggest shift accounting needs isn’t in technology or tax law—it’s in mindset. For decades, the profession has prized consistency and predictability. But in a time of demographic disruption and rapid innovation, Crabtree argues that …
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Reid Hoffman on Trump vs Musk, Zuckerberg’s “superintelligence,” and the next wave of AI
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32:31Amid global conflict, domestic unrest, and AI’s surging impact in all corners of business, it’s getting harder than ever to decipher noise from substance. To help us navigate this challenge, Reid Hoffman returns to Rapid Response, sharing valuable insights about Trump’s public spat with Elon Musk, the crisis in the Middle East, and how his new AI h…
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PII, Purview, and Private Endpoints: Governing Data in Hybrid Databricks-Fabric Setups
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31:19Send us a text In this deep-dive episode, we explore the complexities—and solutions—of managing data governance across a hybrid architecture combining Azure Databricks with Unity Catalog and Microsoft Fabric with OneLake. If your organization handles PII across cloud platforms, this conversation is for you. We unpack: Why the lack of private endpoi…
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