Navigating the Shifting Economic Landscape for CPAs: Insights from Gene Marks
Release Date: 04/30/2024
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Digital CPA by CPA.com
Join us on the Digital CPA Podcast as host Kalil Merhib, EVP of Growth & Professional Services at CPA.com sits down with Dave Hartley, a leading Advisory expert from the Top 100 firm Anders CPAs + Advisors. In this engaging episode, Kalil and Dave dive deep into the dynamic world of advisory services and discuss key strategies and innovations shaping this rapidly growing practice area for CPA firms. Key topics covered in this episode include: The accelerating growth of firm advisory services and its impact on the accounting profession Effective change management strategies for...
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Navigating the Shifting Economic Landscape for CPAs: Insights from Gene Marks
Digital CPA by CPA.com
In this episode, Gene Marks, a CPA, columnist, author, small business owner, and keynote speaker joins Kacee Johnson and Kalil Merhib to explore the ever-evolving economic landscape with its impact on CPAs and their clients. Gene brings a wealth of experience, having navigated a unique career path that offers valuable insights for aspiring candidates. We'll uncover his journey and the lessons he's learned along the way. We'll also delve into the key economic shifts affecting CPAs today, equipping them with the knowledge to better advise their clients in this fast-changing environment. From...
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Digital CPA by CPA.com
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Digital CPA by CPA.com
Join us as Kacee Johnson, Vice President of Strategy and Innovation at CPA.com & Ron Quaranta, the Chairman of the Wall Street Blockchain Alliance, take a dive deep into the latest developments in the crypto landscape, from the rollercoaster ride of Bitcoin's resurgence to the SEC's landmark approval of 11 ETFs. With Bitcoin soaring to new heights, the burning question remains: Are we finally out of the crypto winter? Delve into the implications of these monumental shifts for markets, investors, and practitioners alike. From corporate trends to recent use cases and the pulse of...
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Digital CPA by CPA.com
Kimberly Ellison-Taylor is a trailblazer in the realms of accounting & technology, an individual whose prowess in merging financial expertise with cutting-edge technology has set new standards of innovation and excellence. In a world where the landscape of finance is rapidly evolving, Kimberly stands as a beacon of ingenuity, reshaping the accounting & finance profession through the lens of advanced technological solutions. With a unique blend of proficiency in both finance and technology, she has not only mastered the intricacies of numbers but has also harnessed the power of...
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Digital CPA by CPA.com
Leadership expert Alex Dorr joins Kacee Johnson, VP Strategy & Innovation at CPA.com, on this episode of the Digital CPA podcast to explore quick energy-shifting techniques that help you avoid burnout during high productivity times. Call to Greatness Framework: When someone is struggling, upset, complaining or experiencing an unpreferred reality: 1. Validate the experience or feeling they are having. (I see that you are frustrated about XYZ, I get frustrated when things like that happen) 2. Invite them to question or reconsider the sense they are making of that experience by: ...
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How Innovative Cultures Impact Talent Retention
Digital CPA by CPA.com
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Digital CPA by CPA.com
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Digital CPA by CPA.com
Pascal Finette is a heretic, a futurist, a visionary, an author, a disruptor and also co-founder and CEO of be radical. While not an accountant himself he is well known in the profession for helping firms discover today what matters tomorrow and transform for a future that is already unfolding before us. Join Kalil, Kacee and Pascal discussing what it means to be a leader during times of exponential change and disruption. · Determining the edge and core of your business and how much risk is necessary to survive and grow in an environment that is...
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Accounting and Advisory Firms Need a Transformation Champion - Lindsay Stevenson
Digital CPA by CPA.com
"Holy Cats" it's exciting to be launching the Digital CPA Podcast with Lindsay Stevenson, Chair of the Advisory Board for the DCPA conference and Chief Transformation Officer for BPM LLP, '...not the biggest and not the smallest accounting and advisory firm in the world.' During this fast paced and upbeat discussion between Kalil, Kacee and Lindsay discuss: Why firms of all sizes need someone focused on what's next and championing continual transformation in today's environment How to be strategic about the innovative ideas your firm selects to pursue, and intentional about the choices you...
info_outlineIn this episode, Gene Marks, a CPA, columnist, author, small business owner, and keynote speaker joins Kacee Johnson and Kalil Merhib to explore the ever-evolving economic landscape with its impact on CPAs and their clients.
Gene brings a wealth of experience, having navigated a unique career path that offers valuable insights for aspiring candidates. We'll uncover his journey and the lessons he's learned along the way.
We'll also delve into the key economic shifts affecting CPAs today, equipping them with the knowledge to better advise their clients in this fast-changing environment. From leveraging data analytics to strategic advice for staying competitive, Gene will share actionable strategies for success.
Join us as we discuss the revolutionary technologies shaping the accounting profession, and the skills that will be essential for CPAs in the coming decade. Plus, we'll peer into the future, exploring where the accounting profession is headed amidst rapid technological advancements.
For more episodes and resources, visit www.CPA.com. Stay tuned for our upcoming episodes featuring industry leaders driving innovation and transformation in finance and technology.
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