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CPA Trendlines Podcasts

De: CPA Trendlines
  • Resumen

  • 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 advice, bold insights, and confidential access to exclusive intelligence and decision support.

    You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed.

    Facts. Figures. Insights. Implications.

    Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends.

    We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities.

    We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives.

    Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.

    Copyright 2024 CPA Trendlines
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Episodios
  • Steve Yoss, Tech Talk: A.I. Automation Tools for Tax, Accounting and Finance Professionals
    Jun 12 2024

    Stephen M. Yoss, Jr., is a visionary CPA, a contributor to CPA Trendlines, and the entrepreneurial mind behind CPE Today.

    • Get more Steve Yoss at cpatrendlines.com here: https://cpa.click/steve-yoss


    Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by a Master of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.

    Since 2017, Stephen has been at the helm of CPE Today's parent company, Devmatics LLC. He specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.

    As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.

    Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.

    When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.

    Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.

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    2 m
  • Accounting ARC: Busting the Big 4 Myth
    Jun 11 2024

    The realities and opportunities beyond Big 4 firms.
    With Donny Shimamoto, Liz Mason, and Byron Patrick
    Center for Accounting Transformation

    The new episode of Accounting ARC, "Busting the Big 4 Myth," offers various perspectives on accounting careers. Hosts Donny Shimamoto, CPA, CITP, CGMA; Byron Patrick, CPA, CITP, CGMA; and Liz Mason, CPA, share their unique experiences, challenging the notion that success in accounting is synonymous with working for one of the Big Four firms.

    Program Notes: Dive deeper into this episode and browse the complete network of CPA Trendlines podcasts, webinars and programs here.


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    49 m
  • Brannon Poe: Grow Your Business by Preparing to Let it Go
    Jun 6 2024

    The less you do, the more someone will want your firm.

    The Disruptors
    From the CPA Trendlines network
    With Liz Farr

    After helping people buy and sell accounting firms for years, Brannon Poe realized he had a treasure trove of valuable information that could help firm owners who were “motivated to change their practices for the better.” He’s leveraged those insights into a coaching program for accountants and several books.

    Program Notes: Dive deeper into this episode and browse the complete network of CPA Trendlines podcasts, webinars and programs here.

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    51 m

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