Episode 008 - Susan Coffey
Susan Coffey, CEO of Public Accounting at AICPA, discusses why younger CPAs are essential for AI readiness. Learn about the talent pipeline, evolving services, and technology adoption.
AI Native Accounting
Episode 007 - Kane Polakoff
Kane Polakoff of CohnReznick discusses repositioning Client Advisory Services (CAS) for growth. Learn how top firms transition from bookkeeping to high-value advisory services.
Episode 006 - Dan Wernikoff + Jeff Seibert + Craig Walker
Dan Wernikoff (BILL), Jeff Seibert (Digits), and Craig Walker (Efrein & Associates) discuss the 2030 playbook for CPAs. Topics include AI transformation, advisory services, and fintech evolution.
Episode 005 - Ron Baker
Ron Baker, value pricing pioneer and author of 8 books, discusses the transformation economy for CPAs. Learn about moving beyond hourly billing and subscription business models for firms.
Episode 004 - Joe Woodard
Joe Woodard discusses overcoming AI skepticism in accounting firms. Learn practical integration steps, decade-long efficiency gains, and why human connections still matter.
Episode 003 - Lindsay Stevenson
Lindsay Stevenson shares how BPM achieved 80% daily AI Copilot usage. Learn about grassroots AI adoption, overcoming resistance, and what late adopters should prioritize.
Episode 002 - Dan Luthi
Dan Luthi of Ignite Spot discusses balancing AI automation with human judgment in accounting. Learn how tech-driven workflows improve efficiency while maintaining client relationships.
Episode 001 - Dawn Brolin + Matt Gardner
Dawn Brolin and Matt Gardner discuss implementing AI in accounting firms. Learn practical strategies for modernizing practices and staying ahead of technology changes.