Episodios

  • Figuring out alternative investments
    Sep 16 2024
    John Napolitano of Napier Financial takes a long look at the host of unusual investment opportunities available to your wealthier clients, and how to tell what will work from what won't.
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    26 m
  • All about ESOPs
    Sep 9 2024
    Michael Bannon of ESOP investment banking advisors CSG Partners explains which accounting firms might want to look into employee stock ownership plans -- and why.
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    20 m
  • Building the profession together
    Aug 26 2024
    AICPA chair Carla McCall talks about the opportunities and challenges facing the profession, and how accounting firms need to work together so they can all thrive separately.
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    26 m
  • Managing partners should only have one client
    Aug 5 2024

    And that should be their firm, says David Wurtzbacher of PE-backed accounting firm platform Ascend, so they can spend the vast majority of their time working on the business, rather than in the business.

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    27 m
  • The practice leader's role in growth
    Jul 22 2024

    Service line and practice offering leaders stand at the point where a firm's overall strategy meets the delivery of its actual services, and they have a unique role and set of responsibilities, says Sarah Dobek of Inovautus Consulting.

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    24 m
  • What's next in CAS
    Jul 15 2024

    Client advisory services Kane Polakoff of CohnReznick looks into the future of this fast-growing service area, and outlines the steps firms need to take to succeed in CAS's next iteration.

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    25 m
  • Your client's retired. What now?
    Jun 24 2024
    Many retirement plans are geared toward the specific date a person retires -- but clients will hopefully live long beyond that, and there are a lot of issues they'll need to consider, says John Napolitano, founder of Napier Financial.
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    26 m
  • Fixing the pipeline problem
    Jun 17 2024

    The National Pipeline Advisory Group's recommendations cover a wide range of ways to attract more people to the profession, and NPAG facilitator and ConvergenceCoaching co-founder Jennifer Wilson walks us through what everyone can do to bring in the next generation. If you're interested in helping, you can take the Pipeline Pledge here.

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    42 m