Show cover of CPACA - Big Ideas

CPACA - Big Ideas

Welcome to “Big Ideas”! A podcast series put on by The CPA Consultants Alliance – a working group of thought leaders united in their efforts to further leadership within the CPA Profession.

Tracks

Sarah Elliott: Understanding & Supporting Others Through Change
The show producer has not yet provided a description for this episode.
15:38 4/14/20
Tamera Loerzel: Leadership - What NOT To Do
The show producer has not yet provided a description for this episode.
19:03 4/14/20
Jeff Phillips: Hiring Remote Talent
The show producer has not yet provided a description for this episode.
13:39 4/14/20
Roman Kepczyk: Cloud Collaboration & Remote Access
The show producer has not yet provided a description for this episode.
21:05 4/14/20
Adelaide Ness: Emotional Intelligence
The show producer has not yet provided a description for this episode.
16:34 4/14/20
Jennifer Wilson: Outdated CPA Firm Strategies & How to Shift Them
The show producer has not yet provided a description for this episode.
20:13 4/14/20
Carrie Steffen: Understanding Client Needs
The show producer has not yet provided a description for this episode.
13:54 4/14/20
Matt Solomon: Process to Attract High-Profit Clients
The show producer has not yet provided a description for this episode.
21:46 4/14/20
Angie Grissom: Gaining Buy-in for Change Initiatives
The show producer has not yet provided a description for this episode.
13:59 4/14/20
Sarah Dobek: How to Transition
The show producer has not yet provided a description for this episode.
13:56 4/14/20
Arianna Campbell: How to Generate Capacity for People to Elevate Their Roles
The show producer has not yet provided a description for this episode.
16:03 4/14/20
Sandra Wiley: Importance of Thought Leadership
The show producer has not yet provided a description for this episode.
19:16 4/14/20
Gary Adamson: Critical Components of an Internal Succession Plan
The show producer has not yet provided a description for this episode.
13:56 4/14/20
Terry Putney: Impediments to Building a Team to Manage Internal Partner Succession + Growth Culture
The show producer has not yet provided a description for this episode.
13:31 4/14/20
Renee Moelders: Succession Planning - Transition
The show producer has not yet provided a description for this episode.
16:18 4/14/20
Bonnie Buol Ruszcyk: Marketing and M&A
The show producer has not yet provided a description for this episode.
21:14 4/14/20
Adelaide Ness: Business Development in Times of Social Distancing
In this podcast, Adelaide discusses the importance of business development in times of social distancing. Now, more than ever, our clients and prospects need our help. And while we might have to do it differently, business development is a non-negotiable for firms as they navigate these challenging times.
15:44 11/1/20
Angie Grissom: Get Comfortable Being Uncomfortable
Angie describes how easy it is to fall into a trap of only doing things you are comfortable doing. This includes networking with the same groups, socializing with the same team members and peers and even spending the most time working on those things you feel you have mastered. This podcasts highlights why you should stop putting yourself in a corner and get comfortable with new things and how it can expand your role and your life exponentially.
06:01 11/1/20
Arianna Campbell: Three Opportunity Areas for Continued Firm Success
Technology, Process, People. Your three opportunities for continued success not only during these challenging times, but every day!
16:24 11/1/20
Carrie Steffen: The Importance of CPAs as Business Advisors: Present and Future
As the pandemic has changed every aspect of business, CPAs have been thrust to the frontlines of economic recovery. Businesses wrestling with maintaining their operations short-term while trying to find opportunities longer-term are looking to the people they trust most for help. Enter the CPA. This episode of “Big Ideas!” explores the important characteristics of being a business advisor, how CPAs can advise their clients now, and why the business advisor role is critical both clients’ and the profession’s future.
15:51 11/4/20
Gary Adamson: Preparing Your Partners for the Shift to Consultative Services
If the predictions are true, we will see the compliance work that is the bedrock of most firms impacted significantly by technology. How do we start the process now of moving our firms and partners to more consultative services to help fill the void?
12:02 11/4/20
Jeff Phillips: Getting Results and Staying Sane While Working Remote
Remote work is suddenly a major part of the CPA profession. Learn why it’s important to embrace remote work best practices to help your CPA firm thrive.
12:07 11/4/20
Jennifer Wilson: The Case for Anytime, Anywhere Work
Flexible and remote work programs are becoming commonplace in firms today. But smart firms are moving to truly anytime, anywhere work, which is more of a cultural approach to personalized work styles than it is a series of programs. In this episode of Big Ideas, we’ll explore the need to go beyond work from home to work from anywhere and beyond flexible schedules to work anytime. We’ll also discuss why anytime, anywhere work is NOT working every time, everywhere.
17:08 11/4/20
Matt Solomon: How to Grow your Revenue During a Pandemic
We all want more clients, yet growing your firm can be a challenge even during the best of times. In this episode, Matt Solomon, CEO of the Center for Enlightened Business shares how to grow revenue during good times and bad.
10:34 11/4/20
Roman Kepczyk: Post COVID-19 Remote Security
Did the rush to get everyone working from home inadvertently expose your practice to hackers? This podcast discusses a slew of remote security recommendations that all firm personnel should be aware of.
13:21 11/4/20
Renee Moelders: KPIs for the Firm of the Future
We know that key performance indicators (KPIs) drive performance and ensure clear expectations, but changes in the profession like the move to consulting and advisory, or the rise of remote work, require firms to re-examine their chosen metrics. Join us as Renee shares five recommendations for adjusting your KPIs to build the firm of the future.
13:09 11/4/20
Terry Putney: M & A in the 2020 COVID-19 Economy
How will the unprecedented impact COVID-19 is having on the US economy affect mergers between accounting firms? What types of firms will become more attractive and are there any firms that are likely to find it hard to find a buyer? Is it GO or NO GO for most firms?
13:01 11/4/20
Roman Kepcyzk: Importance of the Tech Stack in your Firm's CAAS Transformation
Your firm’s Tech(nology) Stack is the foundation for providing business information to support your transformation towards advisory services. This podcast discusses how today’s integrated applications can deliver information in near real time to help clients make better decisions and streamline their businesses under your direction as their trusted advisor.
10:46 11/4/20
Sandra Wiley: Attributes Needed to Move from Technical Advisor to Consultant
Everyone understands that firms must move to advisory and consultative soon, but the question is how. In this podcast Sandra will answer the how, but also the what and the who!
11:38 11/4/20
Tamera Loerzel: Addressing Racism at Work: Start with Microaggressions
Confronting racism begins by educating ourselves and talking about it, even when it is difficult and uncomfortable. Take one piece at a time, such as understanding how microaggressions show up daily for people of color, so you can develop a new way of thinking and interacting in our workplaces. and I think we have to start by talking about it - and not in temporary memes and social media posts or even inspiring messages from our leadership team. I believe we have authentically engage in conversations and look where I am responsible for racism, particularly with Blacks and African Americans.
16:26 11/4/20