Podcasts about scaling new heights

  • 102PODCASTS
  • 265EPISODES
  • 41mAVG DURATION
  • 1WEEKLY EPISODE
  • Jul 20, 2026LATEST

POPULARITY

20192020202120222023202420252026


Best podcasts about scaling new heights

Latest podcast episodes about scaling new heights

PeerView Clinical Pharmacology CME/CNE/CPE Audio Podcast
Yelena Y. Janjigian, MD* - Scaling New Heights in Gastric/GEJ Cancer: Aligning the Evidence on Targeted and Immunotherapeutic Approaches Across the Disease Continuum

PeerView Clinical Pharmacology CME/CNE/CPE Audio Podcast

Play Episode Listen Later Jul 20, 2026 91:14


This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups.For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/AAPA/IPCE information, and to apply for credit, please visit us at PeerView.com/WZY865. CME/MOC/AAPA/IPCE credit will be available until June 30, 2027.Scaling New Heights in Gastric/GEJ Cancer: Aligning the Evidence on Targeted and Immunotherapeutic Approaches Across the Disease Continuum In support of improving patient care, this activity has been planned and implemented by PVI, PeerView Institute for Medical Education, and Hope For Stomach Cancer. PVI, PeerView Institute for Medical Education, is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.SupportThis activity is supported by independent medical education grants from AstraZeneca, BeOne Medicines, and Jazz Pharmaceuticals.Disclosure information is available at the beginning of the video presentation.

cancer patients disease aligning approaches disclosure targeted astrazeneca continuum medical education gastric accreditation council scaling new heights jazz pharmaceuticals pvi continuing medical education accme pharmacy education acpe practice aids yelena y janjigian peerview institute cme moc aapa ipce
PeerView Oncology & Hematology CME/CNE/CPE Video Podcast
Yelena Y. Janjigian, MD* - Scaling New Heights in Gastric/GEJ Cancer: Aligning the Evidence on Targeted and Immunotherapeutic Approaches Across the Disease Continuum

PeerView Oncology & Hematology CME/CNE/CPE Video Podcast

Play Episode Listen Later Jul 20, 2026 91:14


This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups.For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/AAPA/IPCE information, and to apply for credit, please visit us at PeerView.com/WZY865. CME/MOC/AAPA/IPCE credit will be available until June 30, 2027.Scaling New Heights in Gastric/GEJ Cancer: Aligning the Evidence on Targeted and Immunotherapeutic Approaches Across the Disease Continuum In support of improving patient care, this activity has been planned and implemented by PVI, PeerView Institute for Medical Education, and Hope For Stomach Cancer. PVI, PeerView Institute for Medical Education, is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.SupportThis activity is supported by independent medical education grants from AstraZeneca, BeOne Medicines, and Jazz Pharmaceuticals.Disclosure information is available at the beginning of the video presentation.

cancer patients disease aligning approaches disclosure targeted astrazeneca continuum medical education gastric accreditation council scaling new heights jazz pharmaceuticals pvi continuing medical education accme pharmacy education acpe practice aids yelena y janjigian peerview institute cme moc aapa ipce
PeerView Oncology & Hematology CME/CNE/CPE Audio Podcast
Yelena Y. Janjigian, MD* - Scaling New Heights in Gastric/GEJ Cancer: Aligning the Evidence on Targeted and Immunotherapeutic Approaches Across the Disease Continuum

PeerView Oncology & Hematology CME/CNE/CPE Audio Podcast

Play Episode Listen Later Jul 20, 2026 91:14


This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups.For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/AAPA/IPCE information, and to apply for credit, please visit us at PeerView.com/WZY865. CME/MOC/AAPA/IPCE credit will be available until June 30, 2027.Scaling New Heights in Gastric/GEJ Cancer: Aligning the Evidence on Targeted and Immunotherapeutic Approaches Across the Disease Continuum In support of improving patient care, this activity has been planned and implemented by PVI, PeerView Institute for Medical Education, and Hope For Stomach Cancer. PVI, PeerView Institute for Medical Education, is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.SupportThis activity is supported by independent medical education grants from AstraZeneca, BeOne Medicines, and Jazz Pharmaceuticals.Disclosure information is available at the beginning of the video presentation.

cancer patients disease aligning approaches disclosure targeted astrazeneca continuum medical education gastric accreditation council scaling new heights jazz pharmaceuticals pvi continuing medical education accme pharmacy education acpe practice aids yelena y janjigian peerview institute cme moc aapa ipce
PeerView Clinical Pharmacology CME/CNE/CPE Video
Yelena Y. Janjigian, MD* - Scaling New Heights in Gastric/GEJ Cancer: Aligning the Evidence on Targeted and Immunotherapeutic Approaches Across the Disease Continuum

PeerView Clinical Pharmacology CME/CNE/CPE Video

Play Episode Listen Later Jul 20, 2026 91:14


This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups.For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/AAPA/IPCE information, and to apply for credit, please visit us at PeerView.com/WZY865. CME/MOC/AAPA/IPCE credit will be available until June 30, 2027.Scaling New Heights in Gastric/GEJ Cancer: Aligning the Evidence on Targeted and Immunotherapeutic Approaches Across the Disease Continuum In support of improving patient care, this activity has been planned and implemented by PVI, PeerView Institute for Medical Education, and Hope For Stomach Cancer. PVI, PeerView Institute for Medical Education, is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.SupportThis activity is supported by independent medical education grants from AstraZeneca, BeOne Medicines, and Jazz Pharmaceuticals.Disclosure information is available at the beginning of the video presentation.

cancer patients disease aligning approaches disclosure targeted astrazeneca continuum medical education gastric accreditation council scaling new heights jazz pharmaceuticals pvi continuing medical education accme pharmacy education acpe practice aids yelena y janjigian peerview institute cme moc aapa ipce
PeerView Gastroenterology CME/CNE/CPE Audio Podcast
Yelena Y. Janjigian, MD* - Scaling New Heights in Gastric/GEJ Cancer: Aligning the Evidence on Targeted and Immunotherapeutic Approaches Across the Disease Continuum

PeerView Gastroenterology CME/CNE/CPE Audio Podcast

Play Episode Listen Later Jul 20, 2026 91:14


This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups.For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/AAPA/IPCE information, and to apply for credit, please visit us at PeerView.com/WZY865. CME/MOC/AAPA/IPCE credit will be available until June 30, 2027.Scaling New Heights in Gastric/GEJ Cancer: Aligning the Evidence on Targeted and Immunotherapeutic Approaches Across the Disease Continuum In support of improving patient care, this activity has been planned and implemented by PVI, PeerView Institute for Medical Education, and Hope For Stomach Cancer. PVI, PeerView Institute for Medical Education, is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.SupportThis activity is supported by independent medical education grants from AstraZeneca, BeOne Medicines, and Jazz Pharmaceuticals.Disclosure information is available at the beginning of the video presentation.

cancer patients disease aligning approaches disclosure targeted astrazeneca continuum medical education gastric accreditation council scaling new heights jazz pharmaceuticals pvi continuing medical education accme pharmacy education acpe practice aids yelena y janjigian peerview institute cme moc aapa ipce
PeerView Gastroenterology CME/CNE/CPE Video Podcast
Yelena Y. Janjigian, MD* - Scaling New Heights in Gastric/GEJ Cancer: Aligning the Evidence on Targeted and Immunotherapeutic Approaches Across the Disease Continuum

PeerView Gastroenterology CME/CNE/CPE Video Podcast

Play Episode Listen Later Jul 20, 2026 91:14


This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups.For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/AAPA/IPCE information, and to apply for credit, please visit us at PeerView.com/WZY865. CME/MOC/AAPA/IPCE credit will be available until June 30, 2027.Scaling New Heights in Gastric/GEJ Cancer: Aligning the Evidence on Targeted and Immunotherapeutic Approaches Across the Disease Continuum In support of improving patient care, this activity has been planned and implemented by PVI, PeerView Institute for Medical Education, and Hope For Stomach Cancer. PVI, PeerView Institute for Medical Education, is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.SupportThis activity is supported by independent medical education grants from AstraZeneca, BeOne Medicines, and Jazz Pharmaceuticals.Disclosure information is available at the beginning of the video presentation.

cancer patients disease aligning approaches disclosure targeted astrazeneca continuum medical education gastric accreditation council scaling new heights jazz pharmaceuticals pvi continuing medical education accme pharmacy education acpe practice aids yelena y janjigian peerview institute cme moc aapa ipce
PeerView Clinical Pharmacology CME/CNE/CPE Audio Podcast
Prof. David Planchard, MD, PhD / Paolo Tarantino, MD, PhD - Scaling New Heights in Lung and Breast Cancer Care: Harnessing the Power of Antibody–Drug Conjugates in Patients With Brain Metastases

PeerView Clinical Pharmacology CME/CNE/CPE Audio Podcast

Play Episode Listen Later Jul 13, 2026 36:10


This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups.For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/AAPA information, and to apply for credit, please visit us at PeerView.com/HCN865. CME/MOC/AAPA credit will be available until July 1, 2027.Scaling New Heights in Lung and Breast Cancer Care: Harnessing the Power of Antibody–Drug Conjugates in Patients With Brain Metastases In support of improving patient care, PVI, PeerView Institute for Medical Education, is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.SupportThis activity is supported by independent educational grants from AstraZeneca and Daiichi Sankyo, Inc.Disclosure information is available at the beginning of the video presentation.

PeerView Neuroscience & Psychiatry CME/CNE/CPE Audio Podcast
Prof. David Planchard, MD, PhD / Paolo Tarantino, MD, PhD - Scaling New Heights in Lung and Breast Cancer Care: Harnessing the Power of Antibody–Drug Conjugates in Patients With Brain Metastases

PeerView Neuroscience & Psychiatry CME/CNE/CPE Audio Podcast

Play Episode Listen Later Jul 13, 2026 36:10


This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups.For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/AAPA information, and to apply for credit, please visit us at PeerView.com/HCN865. CME/MOC/AAPA credit will be available until July 1, 2027.Scaling New Heights in Lung and Breast Cancer Care: Harnessing the Power of Antibody–Drug Conjugates in Patients With Brain Metastases In support of improving patient care, PVI, PeerView Institute for Medical Education, is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.SupportThis activity is supported by independent educational grants from AstraZeneca and Daiichi Sankyo, Inc.Disclosure information is available at the beginning of the video presentation.

PeerView Oncology & Hematology CME/CNE/CPE Video Podcast
Prof. David Planchard, MD, PhD / Paolo Tarantino, MD, PhD - Scaling New Heights in Lung and Breast Cancer Care: Harnessing the Power of Antibody–Drug Conjugates in Patients With Brain Metastases

PeerView Oncology & Hematology CME/CNE/CPE Video Podcast

Play Episode Listen Later Jul 13, 2026 36:10


This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups.For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/AAPA information, and to apply for credit, please visit us at PeerView.com/HCN865. CME/MOC/AAPA credit will be available until July 1, 2027.Scaling New Heights in Lung and Breast Cancer Care: Harnessing the Power of Antibody–Drug Conjugates in Patients With Brain Metastases In support of improving patient care, PVI, PeerView Institute for Medical Education, is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.SupportThis activity is supported by independent educational grants from AstraZeneca and Daiichi Sankyo, Inc.Disclosure information is available at the beginning of the video presentation.

PeerView Neuroscience & Psychiatry CME/CNE/CPE Video Podcast
Prof. David Planchard, MD, PhD / Paolo Tarantino, MD, PhD - Scaling New Heights in Lung and Breast Cancer Care: Harnessing the Power of Antibody–Drug Conjugates in Patients With Brain Metastases

PeerView Neuroscience & Psychiatry CME/CNE/CPE Video Podcast

Play Episode Listen Later Jul 13, 2026 36:10


This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups.For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/AAPA information, and to apply for credit, please visit us at PeerView.com/HCN865. CME/MOC/AAPA credit will be available until July 1, 2027.Scaling New Heights in Lung and Breast Cancer Care: Harnessing the Power of Antibody–Drug Conjugates in Patients With Brain Metastases In support of improving patient care, PVI, PeerView Institute for Medical Education, is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.SupportThis activity is supported by independent educational grants from AstraZeneca and Daiichi Sankyo, Inc.Disclosure information is available at the beginning of the video presentation.

PeerView Oncology & Hematology CME/CNE/CPE Audio Podcast
Prof. David Planchard, MD, PhD / Paolo Tarantino, MD, PhD - Scaling New Heights in Lung and Breast Cancer Care: Harnessing the Power of Antibody–Drug Conjugates in Patients With Brain Metastases

PeerView Oncology & Hematology CME/CNE/CPE Audio Podcast

Play Episode Listen Later Jul 13, 2026 36:10


This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups.For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/AAPA information, and to apply for credit, please visit us at PeerView.com/HCN865. CME/MOC/AAPA credit will be available until July 1, 2027.Scaling New Heights in Lung and Breast Cancer Care: Harnessing the Power of Antibody–Drug Conjugates in Patients With Brain Metastases In support of improving patient care, PVI, PeerView Institute for Medical Education, is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.SupportThis activity is supported by independent educational grants from AstraZeneca and Daiichi Sankyo, Inc.Disclosure information is available at the beginning of the video presentation.

PeerView Clinical Pharmacology CME/CNE/CPE Video
Prof. David Planchard, MD, PhD / Paolo Tarantino, MD, PhD - Scaling New Heights in Lung and Breast Cancer Care: Harnessing the Power of Antibody–Drug Conjugates in Patients With Brain Metastases

PeerView Clinical Pharmacology CME/CNE/CPE Video

Play Episode Listen Later Jul 13, 2026 36:10


This content has been developed for healthcare professionals only. Patients who seek health information should consult with their physician or relevant patient advocacy groups.For the full presentation, downloadable Practice Aids, slides, and complete CME/MOC/AAPA information, and to apply for credit, please visit us at PeerView.com/HCN865. CME/MOC/AAPA credit will be available until July 1, 2027.Scaling New Heights in Lung and Breast Cancer Care: Harnessing the Power of Antibody–Drug Conjugates in Patients With Brain Metastases In support of improving patient care, PVI, PeerView Institute for Medical Education, is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.SupportThis activity is supported by independent educational grants from AstraZeneca and Daiichi Sankyo, Inc.Disclosure information is available at the beginning of the video presentation.

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
Episode 174 - Firing Clients, Finding Your Niche, and Making Accounting Fun - The Woodard Report Podcast

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors

Play Episode Listen Later Jun 3, 2026 33:53


On this episode of the Woodard Report podcast, Heather speaks with Tyler Otto about his unconventional path into accounting, growing a firm, and how niching down helped strengthen both company culture and client relationships. Tyler shares candid advice on when and how to "fire" difficult clients, what red flags to watch for during prospecting, and why firm owners should prioritize cultural fit over revenue. The conversation also dives into Tyler's upcoming live game show at Scaling New Heights, and practical ways accounting firms can safely experiment with AI while preparing for the future of the profession. About Tyler Otto Tyler Otto is the president and owner of Specialized Accounting, a thriving seven-figure remote firm dedicated to the hospitality industry. Before joining forces with his wife Karen at her solo practice, Tyler honed his finance chops with leadership roles at Vail Resorts and Imprint Hospitality. Known for his energy and approachability, Tyler is passionate about collaboration with fellow professionals and welcoming new accountants to the field. He's presented at major accounting, tech, and hospitality conferences and recently launched Firm Foundation, a step-by-step course turning firm-building from daunting into doable. Whether behind a microphone or trading insights on podcasts, Tyler brings both expertise and a dash of fun to any discussion.  Learn more about Specialized Accounting Connect with Tyler on LinkedIn Thank you to our show sponsor, Woodard! The Woodard membership program will help you build your ideal practice with our coaching, education, community, and resources. We'll get you there with strategic direction from experienced pros, access to skill building and resources, and a community to continually inspire your practices transformation. Learn more about the show and our sponsors at Woodard.com/podcast

Poe Group Advisors' Podcast
The Ideal Practice Model: Seven Areas That Transform a CPA Firm

Poe Group Advisors' Podcast

Play Episode Listen Later May 28, 2026 29:57


Joe Woodard has trained over 150,000 accounting professionals and spent his career studying what separates firms that grow from firms that stay stuck. His answer? It almost always starts with pricing.In this conversation, Joe walks through the Woodard Ideal Practice Model, which focuses on seven key areas of operational excellence: brand, services, clients, technology, process, engagements, and team. But the most actionable insight he shares is simpler than a seven-part framework. He says the very first lever any firm should pull is pricing, and he lays out a specific strategy for doing it. Double the price on your bottom 20% of clients. If half of them stay, you have the same revenue. If all of them leave, you get the capacity back. Either way, you win.Joe also shares a measured perspective on AI adoption, noting that mass adoption in accounting is still 12 to 18 months away and that the best thing practitioners can do right now is learn directly from the developers of the platforms they already use.This episode is for firm owners curious about how to create capacity without hiring, practitioners ready to revisit their pricing strategy before the next busy season, leaders wondering where to start with advisory services, and anyone interested in a practical framework for building a more valuable practice.Timestamps00:14 - Introducing Joe Woodard: founder of Woodard, host of Scaling New Heights 02:03 - How Joe's practice led to Scaling New Heights and a coaching and consulting division 04:01 - The shift from compliance to advisory: what is holding CPA firms back 06:01 - Skill set and mindset working together: cash flow projections, dashboards, and KPIs 07:16 - The downward spiral: too busy to invest in new skills, team pressure, and turnover 09:18 - Applying the Pareto Principle to your CPA firm client base 10:42 - How to move methodically through the full client base after creating capacity 12:19 - How pricing improvements affect CPA firm valuation: revenue per FTE and clients per million 13:33 - Why the mindset block comes back around when targeting larger advisory clients 16:34 - How to reinvent your service structure instead of just improving the existing one 19:05 - Why most accounting firms are under-contracted and what to do about it 20:13 - AI adoption in accounting: where the profession is now and how fast it is moving 22:30 - Xero, QuickBooks, and Intuit: how AI integrations are already changing daily workflows 24:08 - Joe's story: his daughter, a butterfly named Alicia, and a mockingbird 27:01 - Book recommendation: "A World Without Work" by Daniel Susskind 29:03 - Where to find Joe Woodard online: woodard.comDownload Now: https://poegroupadvisors.com/accounting-practice-academy/increase-letter/Price increases are nothing to fear. The real challenge is effectively informing clients of these changes. Our templates will help you demonstrate your value and help clients understand the increases necessary to keep your firm afloat.*Download now and receive:*- (1) Major Fee Increase Letter Template- (1) 20% Fee Increase Letter Template

The Ambitious Bookkeeper Podcast
238 ⎸ Transforming the Accounting Landscape: A Conversation with Joe Woodard

The Ambitious Bookkeeper Podcast

Play Episode Listen Later Apr 29, 2026 37:14 Transcription Available


Send us Fan MailIn today's episode, I'm sitting down with Joe Woodard—founder of Scaling New Heights—and we're diving into what's really happening in the accounting industry right now.We talk about:Why the ‘AI hype vs denial' debate is missing the pointWhat tasks you should actually be handing off to AIWhy moving off hourly pricing isn't enough anymoreAnd how to position yourself so clients see you as indispensablehow to make sure your pricing model matches your vision and goalsResources mentioned in this episode:Scaling New Heights 2026: https://www.woodard.com/scaling-new-heights-2026Woodard coaching program (for firms approaching $1M+)Xero / JAX feature (beta)Anthropic / ClaudeChatGPT / OpenAIMicrosoft CopilotMeet Joe WoodardJoe Woodard is the CEO of Woodard®, a company that empowers accountants and business advisors through education, coaching, resources, and consulting services, with a particular focus on Client Advisory Services (CAS). Woodard equips professionals to modernize their practices, optimize accounting software, and expand their reach.Joe has trained over 150,000 professionals, is a published author, and hosts the Scaling New Heights® conference. He has been recognized by Accounting Today as one of the Top 100 Most Influential People in accounting since 2014. Joe also publishes The Woodard Report™, which reaches over 100,000 readers annually.Connect with Joe Woodard

Tax Rep Network with Eric Green
A Strange New World With Joe Woodard

Tax Rep Network with Eric Green

Play Episode Listen Later Apr 27, 2026 40:32


In this episode, Eric Green sits down with Joe Woodard to break down the “strange new world” reshaping tax and accounting. They dive into how AI is transforming everything—from automating prep work to enabling firms to scale faster, leaner, and more profitably than ever before. What used to take months (and six figures) can now be built in hours, changing the game for practitioners. But this isn't about replacing professionals—it's about redefining them. Eric and Joe explain why the future belongs to those who shift from compliance work to advisory and representation, and how AI can solve the industry's staffing crisis while creating massive opportunity. If you want to understand where the profession is heading—and how to stay ahead of it—this is a conversation you can't afford to miss. Join Joe and Eric at Scaling New Heights in June: https://www.woodard.com/scaling-new-heights-2026

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
Episode 166 - Big Moves, Bigger Mindsets: M&A, AI Disruption, and Choosing Who You Become - The Woodard Report Podcast

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors

Play Episode Listen Later Apr 8, 2026 38:40


On this episode of the Woodard Report podcast, Heather and Joe talk about the surge in accounting firm mergers and acquisitions alongside major industry shifts, including Microsoft entering the accounting space with AI-driven platforms. They explore how artificial intelligence is reshaping work by replacing tasks, not entire jobs, while emphasizing the growing importance of human judgment, relationships, and adaptability.  Current events — 14 Firm Acquisitions in the last 30 days (see the bottom of the show notes for a full list) Microsoft sponsors Scaling New Heights for the first time in our 17 year history TV/Movie quote of the week — The Iron Giant Avengers: Infinity War Excellent things we learned — Using the clipboard A World Without Work by Dr. Daniel Susskind Member spotlight — Lana Jo Hill of Hill Bookkeeping and Consulting The Woodard Report article of the week — Make the Case to Attend Scaling New Heights 2026 + Template Thank you to our show sponsor, Woodard! The Woodard membership program will help you build your ideal practice with our coaching, education, community and resources. We'll get you there with strategic direction from experienced pros, access to skill building and resources and a community to continually inspire your practice's transformation. Learn more about the show and our sponsors at Woodard.com/podcast Full list of acquisitions mentioned by Heather: March 17, 2026: EisnerAmper and Price, Reuben, and Associates, LLP. EisnerAmper announced that the Calabasas firm joined its restaurant advisory practice. March 16, 2026: Xeinadin and Gregory Priestley & Stewart. Xeinadin announced its acquisition of GP&S, a Long Eaton accountancy and business advisory practice serving owner managed businesses across the Midlands. March 11, 2026: Doeren Mayhew and Berman Hopkins CPAs & Associates, LLP. Doeren Mayhew said it acquired the Florida based top 300 CPA firm, expanding its Central Florida footprint. March 9 and 10, 2026: TC Group and Little and Neal. TC Group announced the acquisition of Ferryhill practice Little and Neal to strengthen its North East presence. March 5, 2026: Carr, Riggs & Ingram and CFO Hub. CRI announced that San Diego based CFO Hub joined the CRI Family of Companies. March 3, 2026: Armanino and MSTiller. Armanino announced that MSTiller joined the firm, adding a Southeast focused accounting firm with offices in Georgia and New York. March 3, 2026: BK Plus and Crowther Chartered Accountants. BK Plus announced the addition of Crowther Chartered Accountants in Huddersfield, expanding its Yorkshire footprint. March 2, 2026: Xeinadin and Accountancy Cloud. Xeinadin announced it acquired London based Accountancy Cloud, a practice focused on startup and venture backed businesses. February 26, 2026: Sorren and Connected Accounting. Sorren said Connected Accounting joined the firm, giving it a California presence and broader technology driven accounting capabilities. February 25, 2026: UHY and Larson Tax Partners. UHY announced the acquisition of St. Louis based Larson Tax Partners to expand its Midwest and national tax capabilities. February 23, 2026: Doeren Mayhew and Dent Moses, plus Impact Technology Group. Doeren Mayhew announced its acquisition of Birmingham based CPA firm Dent Moses and its affiliate Impact Technology Group, expanding into Alabama. February 20, 2026: UHY and CMJ LLP. UHY announced the addition of Queensbury, New York CPA firm CMJ LLP, expanding in New York's Capital Region. February 19, 2026: Pinion and TCA. Pinion announced its intent to merge with TCA, with the proposed combination expected to take effect April 1, 2026. February 19, 2026: Haefele Flanagan and Mig Murphy Sistrom, CPA, PC. Haefele Flanagan announced it acquired the Durham, North Carolina nonprofit accounting and advisory firm.

(in-person, virtual & hybrid) Events: demystified
211: Let Go to Grow: A CEO's Lesson in Leadership ft Lisa Gregory

(in-person, virtual & hybrid) Events: demystified

Play Episode Listen Later Mar 27, 2026 56:54


In this episode of 'Events: Demystified,' host Anca Trifan sits down with Lisa Gregory, CEO and founder of Gregory Event Service.

The Successful Bookkeeper Podcast
EP523: Spotlight - Joe Woodard - How To Stay Relevant In The AI Era

The Successful Bookkeeper Podcast

Play Episode Listen Later Mar 19, 2026 39:15


"At some point in the future, somebody's going to be watching a movie about our era and there's going to be a human bookkeeper. And they're going to turn to their parents 20 years from now, and they're gonna say, 'Bookkeepers used to be people? That's so weird. I thought they were always artificial intelligence. I thought they were always computers.'" -Joe Woodard In this spotlight episode, founder of Scaling New Heights, Joe Woodard shares a clear view of where the bookkeeping profession is heading as AI reshapes the industry. He breaks down how service models are evolving, why advisory must be structured differently, and what practical steps you can take today to stay relevant and valuable plus much more! In this episode, you'll learn: How to use AI safely while protecting client data The difference between AI-enabled tools & native AI platforms How to structure your services using "swim lanes" instead of pricing tiers To learn more about Joe, visit his LinkedIn profile here. To get your ticket for Scaling New Heights, click this link. Time Stamps  00:53 – Introduction to Joe Woodard & what's new since his last visit  02:15 – Why advisory is becoming the core value in bookkeeping  04:20 – Moving from pricing tiers to service "swim lanes"  06:04 – Breaking down transactional, controllership, FP&A & outsourcing  08:26 – How subscription models change pricing & scope conversations  10:16 – Why managing scope is harder than managing profitability  12:11 – How to handle scope creep using swim lane language  15:23 – Pricing differences for small versus larger clients  16:22 – The impact of AI on bookkeeping & accounting  18:03 – Book recommendations to understand the future of work  20:14 – The "Hidden Figures" lesson every bookkeeper should understand  22:18 – Two paths to adopt AI in your firm  25:41 – Native AI tools versus AI layered on existing platforms  28:34 – How to protect client data when using AI  32:21 – Practical advice for using tools like ChatGPT safely  35:36 – Scaling New Heights conference & what to expect Your expertise has more value than you think, so Own Your Authority at The Successful Bookkeeper Summit 2026! It's a high-energy two-day virtual experience for bookkeepers ready to lead with confidence and elevate their impact. Join inspiring leaders on November 4th–5th to gain actionable strategies, powerful tools, and the clarity to shape the work you want, not just keep up with it. Don't miss this incredible opportunity! REGISTER TODAY!

(in-person, virtual & hybrid) Events: demystified
209: Leadership, AI, and Human Capacity with The CEO Who Rebuilt After Burnout ft Dennis Meador

(in-person, virtual & hybrid) Events: demystified

Play Episode Listen Later Mar 13, 2026 54:35


In this CEO Edition of Events: Demystified, Anca Platon Trifan sits down with Dennis Meador, CEO and Founder of the Legal Podcast Network, to explore what leadership looks like in an era defined by AI acceleration and operational complexity.

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
Episode 162 - AI Adoption Is Accelerating—Are Firms Keeping Up? - The Woodard Report Podcast

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors

Play Episode Listen Later Mar 11, 2026 35:34


On this episode of the Woodard Report podcast, Heather and Joe discuss new research on global AI adoption and what it means for accounting firms, highlighting how early adopters are gaining strategic advantages while others risk falling behind. They explore recent funding surges in AI-powered accounting tools, practical considerations for implementing AI within firms, and the importance of governance, strategy, and financial independence in adapting to rapid technological change.  Current events — AICPA CIMA Survey Shows Growing AI Adoption Gap Basis is the first stand alone AI enablement platform to reach unicorn status TV/Movie quote of the week — Blue Moon Billions Excellent things we learned — Copilot allows you to switch between all OpenAI and Anthropic models The average American adult watches 3 hours and 43 minutes of television every day Member spotlight — Lisa Crawford, Owner of Crawford Financial Solutions The Woodard Report article of the week — Explore the AI Track at Scaling New Heights 2026 Thank you to our show sponsor, Puzzle! Puzzle, the next generation firm, AI-powered, human-led. Puzzle replaces manual quickbooks workflows with AI-driven books built for review, approval, and audit-ready accountability. Learn more at puzzle.io.  Learn more about the show and our sponsors at Woodard.com/podcast

Fluent Fiction - Mandarin Chinese
Scaling New Heights: Jiahao's Triumph Over Fear at The Great Wall

Fluent Fiction - Mandarin Chinese

Play Episode Listen Later Mar 2, 2026 14:27 Transcription Available


Fluent Fiction - Mandarin Chinese: Scaling New Heights: Jiahao's Triumph Over Fear at The Great Wall Find the full episode transcript, vocabulary words, and more:fluentfiction.com/zh/episode/2026-03-02-23-34-02-zh Story Transcript:Zh: 长城在春天的风中显得格外雄伟,雪花悄无声息地洒落,让古老的城墙披上银装。En: The Changcheng appeared especially majestic in the spring breeze, with snowflakes silently drifting down to cloak the ancient walls in silver.Zh: 佳豪、梅林和玉峰这天早早出发,他们期待能拍下令人惊叹的照片。En: Jiahao, Meilin, and Yufeng set out early that day, eager to capture breathtaking photos.Zh: 佳豪热爱摄影,希望找到新的灵感。En: Jiahao loved photography and hoped to find new inspiration.Zh: 尽管他三十岁不到,但胆小怕高一直困扰着他。En: Despite being under thirty, his fear of heights had always troubled him.Zh: 就在他们到达长城的那一刻,天空突然变了。En: Just as they arrived at the Great Wall, the sky suddenly changed.Zh: 密集的云层聚集起来,雪花纷纷扬扬地飘落。En: Dense clouds gathered, and snowflakes began to fall heavily.Zh: 虽然是春天,雪却来得无比猛烈。En: Although it was spring, the snow came fiercely and intensely.Zh: 梅林皱了皱眉头:“我们应该待在这儿,等雪停。En: Meilin frowned, "We should stay here and wait for the snow to stop."Zh: ”玉峰也点头表示赞同。En: Yufeng nodded in agreement.Zh: 但佳豪低头看了看他的相机,心里一片纠结。En: But Jiahao looked down at his camera, torn inside.Zh: 他知道,今天如果拍不到好照片,下次不知道要等到什么时候。En: He knew that if he didn't get good photos today, who knew when he'd have another chance.Zh: 他要在这次展览中证明自己的才能。En: He wanted to prove his talent at this exhibition.Zh: 可风雪越来越大,山道蜿蜒而险峻,每一步都让佳豪的心狠狠地抽紧。En: Yet, the wind and snow intensified, the mountain path twisted perilously, and with every step, Jiahao's heart tightened painfully.Zh: 佳豪最终决定继续前行。En: Jiahao eventually decided to press on.Zh: 他紧紧握着相机,心里祈祷自己能鼓起勇气。En: He gripped his camera tightly, praying for the courage to move forward.Zh: 梅林和玉峰决定陪伴佳豪,他们三人搀扶着,慢慢在冰雪覆盖的台阶上前行。En: Meilin and Yufeng decided to accompany Jiahao, and the three of them supported each other as they slowly made their way up the ice-and-snow-covered steps.Zh: 佳豪的心跳得飞快,但他知道这是他必须要走出的一步。En: Jiahao's heart raced, but he knew this was a step he had to take.Zh: 风又大了一些,雪片打在脸上冰凉刺骨。En: The wind picked up again, and the icy snowflakes stung their faces.Zh: 佳豪快要放弃时,他抬头看到山顶露出的一片空地,那里正是拍摄的最佳地点。En: Just as Jiahao was about to give up, he looked up and saw a clearing at the mountain top, precisely the best spot for shooting.Zh: 他深吸一口气,告诉自己:“一定可以。En: He took a deep breath and told himself, "I can do it."Zh: ”顶着风雪,他走到了那个最佳拍摄点。En: Braving the wind and snow, he reached that perfect shooting spot.Zh: 那一刻,他感觉到自己在克服恐惧。En: At that moment, he felt he was overcoming his fear.Zh: 山坡之间,长城蜿蜒而出,远处的城墙与白雪交织成一幅绝美的画卷。En: Between the slopes, the Great Wall snaked into the distance, with the far-off walls intertwined with the white snow, forming an exquisite tableau.Zh: 佳豪举起相机,按下快门。En: Jiahao raised his camera and pressed the shutter.Zh: 照片里的世界如梦似幻。En: The world in the photograph was dreamlike.Zh: 很快,雪开始放缓,风也变得温柔。En: Soon, the snow began to relent, and the wind softened.Zh: 阳光透过厚厚的云层洒向大地,一切都恢复了平静。En: Sunlight filtered through the thick clouds, casting its glow on the earth, restoring calm.Zh: 佳豪放下相机,脸上露出了一个释然的微笑。En: Jiahao lowered his camera, a relieved smile spreading over his face.Zh: 他知道自己不仅拍下了完美的照片,更超越了自己的恐惧。En: He knew he had captured not only the perfect photo but had also transcended his fear.Zh: 那天,在回程的路上,佳豪感觉心中有某种东西改变了。En: On the way back, Jiahao felt something change within him.Zh: 他相信自己的能力,也相信自己能够面对任何挑战。En: He believed in his abilities and that he could face any challenge.Zh: 梅林和玉峰为他的勇气喝彩,而佳豪则握紧相机,望向远方的山峦,眼神坚定,充满信心。En: Meilin and Yufeng cheered for his bravery, while Jiahao held his camera tightly, gazing at the distant mountains with a determined and confident look in his eyes. Vocabulary Words:majestic: 雄伟breathtaking: 令人惊叹inspiration: 灵感intensely: 猛烈frowned: 皱眉头dense: 密集perilously: 险峻torn: 纠结incrementally: 逐渐resolve: 决心grasped: 掌握icing: 冰层snaked: 蜿蜒intertwined: 交织exquisite: 绝美tableau: 画卷shutter: 快门relent: 放缓transcended: 超越gleam: 光芒catastrophe: 灾难accompany: 陪伴sting: 刺骨hesitation: 犹豫itching: 发痒serenity: 宁静fortitude: 坚定magnificent: 壮观obstacles: 障碍competence: 能力

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
Episode 160 - AI's New Accounting Era: The Foundation, the Fallout, and the Future - The Woodard Report Podcast

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors

Play Episode Listen Later Feb 25, 2026 36:16


On this episode of the Woodard Report podcast, Heather and Joe discuss the launch of the AI Native Accounting Foundation (including its first award at Scaling New Heights) and what BotKeeper's abrupt shutdown signals about the rise and fall of "tech-driven bookkeeping" first movers. They explore why the future is "human-first, AI-enabled," arguing firms must shift from selling bookkeeping/tax prep to building advisory skills and wisdom-driven judgment that AI can't replace. Current events — AI Native Accounting Foundation launches to cut AI hype Botkeeper Shuts Down TV/Movie quote of the week — Victoria Landman Excellent things we learned — To Thrive in the AI Era, Companies Need Agent Managers Member spotlight — Julie Healy of Clear Cents Bookkeeping The Woodard Report article of the week — My Daughter Went to a TurboTax Store and Here's What Happened Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work, designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
Episode 159 - From Accidental Accountant to Sustainable Firm Builder - The Woodard Report Podcast

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors

Play Episode Listen Later Feb 18, 2026 35:29


On this episode of the Woodard Report podcast, Heather speaks with Amanda Aguillard about her path from discovering accounting at 16 to building a cloud-based firm, launching the peer-driven Accounting Salon community, and becoming COO at Padgett. They discuss how Padgett helps firms implement standardized systems to reduce decision paralysis and build a business that isn't dependent on the owner.  About Amanda Aguillard, CPA Amanda Aguillard was only 16 years old when she realized she wanted to become a CPA, and she's used that passion to encourage innovation in the industry she loves. That commitment lives on through her work as the Chief Operating Officer of Padgett, one of North America's largest accounting service and business consulting providers. Amanda oversees operational and logistical guidance for the company's network of firms. This includes identifying and incorporating the latest cloud technologies into the Padgett operating model. She also is focused on developing and facilitating the necessary trainings to ensure these platforms and tools are successfully implemented by Padgett firms. Amanda, who is a past Top 50 Women in Accounting, is the author of Xero: A Comprehensive Guide for Accountants and Bookkeepers. She was the Xero Evangelist of the Year in 2016, and used her experience as a Xero Certification instructor to co-found Elefant, a continuing education company for accountants and bookkeepers. She has written numerous articles for industry publications, including the Journal of Accountancy. Prior to joining the executive team at Padgett, she ran Aguillard Accounting LLC, focusing her efforts on providing unparalleled client support service through a cloud-based practice that could be done anywhere in the world. Amanda also is the founder of Accounting Salon, a thinktank of cloud accounting experts, and its virtual offshoot, SALONv. Amanda, who holds a Master's Degree in Taxation from the University of Denver, regularly speaks at state CPA societies and industry technology conferences, including Accountex, AICPA Engage, Scaling New Heights, Clio Cloud Conference and Xerocon. When she's not advocating for her industry, she spends her time cooking for her two children, reading historical fiction and backcountry hiking. Learn more about Amanda Connect with Amanda on LinkedIn Learn more about Padgett Thank you to our show sponsor, Puzzle! Puzzle is the next generation firm: AI-powered, human-led. Puzzle replaces manual QuickBooks workflows with AI-driven books built for review, approval, and audit-ready accountability. Learn more at Puzzle.io. Learn more about the show and our sponsors at Woodard.com/podcast

Fluent Fiction - Spanish
Scaling New Heights: Santiago's Artistic Adventure

Fluent Fiction - Spanish

Play Episode Listen Later Jan 3, 2026 16:13 Transcription Available


Fluent Fiction - Spanish: Scaling New Heights: Santiago's Artistic Adventure Find the full episode transcript, vocabulary words, and more:fluentfiction.com/es/episode/2026-01-03-23-34-02-es Story Transcript:Es: Las calles de Urban Metropolis vibraban con energía.En: The streets of Urban Metropolis vibrated with energy.Es: Las luces de los rascacielos parpadeaban como estrellas en la noche.En: The lights of the skyscrapers flickered like stars at night.Es: Era el Día de los Reyes, y la ciudad se llenaba de vida y colores.En: It was Día de los Reyes, and the city was filled with life and colors.Es: Santiago, un joven artista con un cuaderno en mano, caminaba entre la multitud.En: Santiago, a young artist with a notebook in hand, walked among the crowd.Es: Su objetivo era claro: capturar la esencia del desfile en sus bocetos.En: His goal was clear: to capture the essence of the parade in his sketches.Es: Las carrozas pasaban adornadas con ornamentos dorados, rojos y verdes.En: The floats went by adorned with golden, red, and green ornaments.Es: La música resonaba en el aire, mientras el aroma de los churros y buñuelos hacía crecer el hambre de los presentes.En: Music resonated in the air, while the aroma of churros and buñuelos made everyone's hunger grow.Es: Santiago se maravillaba con la danza de los gigantes y cabezudos que recorrían la avenida principal.En: Santiago was amazed by the dance of the giants and big-heads parading down the main avenue.Es: Su corazón latía al compás de los tambores.En: His heart beat to the rhythm of the drums.Es: Sin embargo, había un pequeño problema; la multitud era abrumadora.En: However, there was a small problem; the crowd was overwhelming.Es: Santiago se encontró atrapado entre las personas.En: Santiago found himself trapped among the people.Es: Era difícil ver más allá de las cabezas.En: It was difficult to see beyond the heads.Es: Sentía una punzada de duda.En: He felt a pang of doubt.Es: ¿Podría realmente capturar la belleza de esta celebración?En: Could he really capture the beauty of this celebration?Es: Pero la determinación empujó esas dudas a un lado.En: But determination pushed those doubts aside.Es: En su camino, reconoció a Lucía y Carlos, viejos amigos de la escuela.En: Along his way, he recognized Lucía and Carlos, old school friends.Es: "¡Santiago!"En: "Santiago!"Es: llamaron, sonriendo.En: they called, smiling.Es: "¡Hola!En: "Hello!Es: ¿Cómo me inspiro si no puedo ver nada?"En: How can I get inspired if I can't see anything?"Es: respondió Santiago, bromeando.En: Santiago responded, jokingly.Es: Carlos, siempre el más ingenioso, sugirió: "Podrías trepar ese poste de luz.En: Carlos, always the most ingenious, suggested, "You could climb that light pole.Es: Desde arriba verás todo el desfile."En: From up there, you'll see the whole parade."Es: Santiago se rió, pero lo consideró.En: Santiago laughed, but he considered it.Es: Tras un momento de reflexión, decidió intentarlo.En: After a moment of reflection, he decided to try it.Es: Con esfuerzo, comenzó a subir el poste, sintiendo las miradas curiosas de los transeúntes.En: With effort, he began to climb the pole, feeling the curious gazes of the passersby.Es: Al llegar arriba, la vista era espectacular.En: Upon reaching the top, the view was spectacular.Es: La música se sentía más cercana y las carrozas avanzaban como ríos de colores.En: The music felt closer, and the floats moved like rivers of colors.Es: De repente, un grupo de acróbatas apareció sobre un carro lleno de luces.En: Suddenly, a group of acrobats appeared on a float full of lights.Es: Hacían piruetas bajo la noche estrellada.En: They performed somersaults under the starry night.Es: Era algo mágico.En: It was something magical.Es: Inspirado, Santiago comenzó a dibujar frenéticamente.En: Inspired, Santiago began to draw frantically.Es: Cada línea en su cuaderno capturaba el movimiento, la alegría, la vida.En: Every line in his notebook captured the movement, the joy, the life.Es: Cuando el desfile concluyó, Santiago bajó con cuidado del poste.En: When the parade concluded, Santiago carefully climbed down the pole.Es: Tenía el cuaderno lleno de bocetos, su cara iluminada por una sonrisa de satisfacción.En: His notebook was full of sketches, his face illuminated by a smile of satisfaction.Es: Lucía y Carlos lo esperaban abajo, aplaudiendo su valentía.En: Lucía and Carlos were waiting for him below, applauding his bravery.Es: "Sabía que podías hacerlo," dijo Lucía.En: "I knew you could do it," said Lucía.Es: Caminando de regreso por las calles ahora más silenciosas, Santiago sentía que algo había cambiado.En: Walking back through the now quieter streets, Santiago felt that something had changed.Es: Había vencido su inseguridad.En: He had overcome his insecurity.Es: Entendía que la belleza está en la perseverancia.En: He understood that beauty lies in perseverance.Es: Sus dibujos no solo mostraban el desfile, sino su propio recorrido hacia la confianza.En: His drawings not only showed the parade but also his own journey towards confidence.Es: El Día de los Reyes lo había inspirado no solo a capturar un momento en el papel, sino a creer en su propio arte.En: Día de los Reyes had inspired him not only to capture a moment on paper but to believe in his own art.Es: Santiago supo que siempre buscaría la perspectiva justa, no solo en sus creaciones, sino en su vida.En: Santiago knew he would always seek the right perspective, not only in his creations but in his life. Vocabulary Words:the metropolis: la metrópolito flicker: parpadearthe essence: la esenciathe float: la carrozathe ornament: el ornamentothe aroma: el aromathe big-heads: los cabezudosoverwhelming: abrumadorthe doubt: la dudaingenious: ingeniosothe reflection: la reflexiónthe passerby: el transeúntespectacular: espectacularthe acrobat: el acróbatathe somersault: la piruetafrantically: frenéticamentethe bravery: la valentíato overcome: vencerinsecurity: la inseguridadthe perseverance: la perseveranciathe sketch: el bocetothe perspective: la perspectivato inspire: inspirarto capture: capturarthe confidence: la confianzathe celebration: la celebraciónto resonate: resonarilluminated: iluminadothe journey: el recorridoto applaud: aplaudir

Cloud Accounting Podcast
Intuit's $100m/yr OpenAI Deal & How Tech Companies Juice Profits

Cloud Accounting Podcast

Play Episode Listen Later Nov 22, 2025 60:43


Blake breaks down how AI can help with cost segregation and explains why AI currently works best on tasks that take humans 2-5 minutes. Michael Burry is betting against AI companies, claiming they're manipulating earnings by stretching server depreciation from 3-4 years to 5-6 years, adding billions to their bottom lines. Also covered: Intuit's $100 million annual OpenAI deal to integrate QuickBooks and TurboTax into ChatGPT, new bank evidence in the Rippling corporate espionage case, and a survey showing 10% of adults are acting on AI tax advice despite error rates up to 50%.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - Welcome to The Accounting Podcast (00:49) - Blake's Illness and Recovery (02:05) - Upcoming Topics (04:06) - Cost Segregation Explained (06:46) - AI in Cost Segregation (11:15) - AI's Current Capabilities and Limitations (19:10) - Intuit's OpenAI Deal (22:01) - Intuit's Strategy and Industry Implications (30:12) - Michael Burry's New Bet Against AI (31:21) - Depreciation and AI Companies (39:15) - Rippling vs. Deel: Corporate Espionage (42:44) - New Jersey's Alternative Pathways Bill (44:39) - AI's Role in Tax and Investing Advice (47:37) - Defining Audit Quality: PCOB's New Initiative (51:56) - FASB's Costly Lease Standard (56:13) - Ancient Accounting Systems in Peru (58:45) - Conclusion and Viewer Interaction  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

KingsWordIkeja
SUNDAYS @CAMP DAVID - FAMILY KONNECT - SCALING NEW HEIGHTS - 26TH OCTOBER 2025

KingsWordIkeja

Play Episode Listen Later Oct 26, 2025 48:58


FAMILY KONNECT - SCALING NEW HEIGHTS

KingsWordIkeja
SUNDAYS @CAMP DAVID - CRM - SCALING NEW HEIGHTS - 26TH OCT. 2025

KingsWordIkeja

Play Episode Listen Later Oct 26, 2025 47:23


KingsWord International Church is called of God to raise a people of the Word and the Spirit, equipped with a revelation of their Supernatural Identity. Connect with us on Instagram: @kingswordikeja Facebook: @kingswordIkeja TikTok: @kingswordIkeja Audio Streaming Mixlr: kingswordikeja.mixlr.com Giving Details: KingsWord Ministries International (KMI) GTBank Naira - 0009617383 USD - 0009617510 GBP - 0009617503 Euros - 0009617527 First Timers Form & Number bit.ly/eserviceguest 0810-000-0650

KingsWordIkeja
SUNDAYS @CAMP DAVID - FAMILY KONNECT - SCALING NEW HEIGHTS - 19TH OCTOBER 2025_01

KingsWordIkeja

Play Episode Listen Later Oct 19, 2025 46:50


KingsWord International Church is called of God to raise a people of the Word and the Spirit, equipped with a revelation of their Supernatural Identity. Connect with us on Instagram: @kingswordikeja Facebook: @kingswordIkeja TikTok: @kingswordIkeja Audio Streaming Mixlr: kingswordikeja.mixlr.com Giving Details: KingsWord Ministries International (KMI) GTBank Naira - 0009617383 USD - 0009617510 GBP - 0009617503 Euros - 0009617527 First Timers Form & Number bit.ly/eserviceguest 0810-000-0650

KingsWordIkeja
SUNDAYS @CAMP DAVID - CRM - SCALING NEW HEIGHTS - 19TH OCT. 2025

KingsWordIkeja

Play Episode Listen Later Oct 19, 2025 34:35


KingsWord International Church is called of God to raise a people of the Word and the Spirit, equipped with a revelation of their Supernatural Identity. Connect with us on Instagram: @kingswordikeja Facebook: @kingswordIkeja TikTok: @kingswordIkeja Audio Streaming Mixlr: kingswordikeja.mixlr.com Giving Details: KingsWord Ministries International (KMI) GTBank Naira - 0009617383 USD - 0009617510 GBP - 0009617503 Euros - 0009617527 First Timers Form & Number bit.ly/eserviceguest 0810-000-0650

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
Episode 143 - AI Beyond the Hype: Building Trustworthy Accounting Tools - The Woodard Report Podcast

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors

Play Episode Listen Later Oct 15, 2025 32:59


On this episode of the Woodard Report podcast, Joe speaks with Jeff about the future of AI in accounting and how predictive models can transform bookkeeping accuracy. Jeff shares how his company, Digits, leverages AI not to replace accountants but to streamline workflows, reduce errors, and give professionals more time for higher-value work. They also explore the difference between generative and predictive AI, the role of accountants in reviewing outputs, and why firms must adapt quickly or risk being outpaced by competitors. About Jeff Seibert Jeff Seibert is the co-founder and CEO of Digits, where he's building the world's first AI-powered accounting platform for startups and small businesses. Jeff is also a frequent presenter on both entrepreneurial and technical topics and has lectured at Stanford, Harvard, MIT, and Tufts, as well as keynoted Scaling New Heights, Twitter Flight, AppsWorld, AnDevCon, EclipseCon, and others. Learn more about Jeff at: JeffSeibert.com Twitter LinkedIn Thank you to our show sponsor, Canopy! Unclunk your firm with Canopy, the fully integrated practice management that helps accountants build the firm they always wanted. The suite includes client and document management, workflow, time and billing, engagements and proposals, and more. Check out getcanopy.com. Learn more about the show and our sponsors at Woodard.com/podcast

KingsWordIkeja
SUNDAYS @CAMP DAVID - FAMILY KONNECT - SCALING NEW HEIGHTS - 12TH OCTOBER 2025

KingsWordIkeja

Play Episode Listen Later Oct 12, 2025 50:26


KingsWord International Church is called of God to raise a people of the Word and the Spirit, equipped with a revelation of their Supernatural Identity. Connect with us on Instagram: @kingswordikeja Facebook: @kingswordIkeja TikTok: @kingswordIkeja Audio Streaming Mixlr: kingswordikeja.mixlr.com Giving Details: KingsWord Ministries International (KMI) GTBank Naira - 0009617383 USD - 0009617510 GBP - 0009617503 Euros - 0009617527 First Timers Form & Number bit.ly/eserviceguest 0810-000-0650

KingsWordIkeja
SUNDAYS @CAMP DAVID -CRM - SCALING NEW HEIGHTS - 12TH OCT 2025_01

KingsWordIkeja

Play Episode Listen Later Oct 12, 2025 40:12


KingsWord International Church is called of God to raise a people of the Word and the Spirit, equipped with a revelation of their Supernatural Identity. Connect with us on Youtube: @kingswordIkeja Instagram: @kingswordikeja Facebook: @kingswordIkeja TikTok: @kingswordIkeja Audio Streaming Mixlr: kingswordikeja.mixlr.com Giving Details: KingsWord Ministries International (KMI) GTBank Naira - 0009617383 USD - 0009617510 GBP - 0009617503 Euros - 0009617527 First Timers Form & Number bit.ly/eserviceguest 0810-000-0650

KingsWordIkeja
SUNDAYS @CAMP DAVID - CRM - SCALING NEW HEIGHTS - 5TH OCT. 2025

KingsWordIkeja

Play Episode Listen Later Oct 5, 2025 47:06


KingsWord International Church is called of God to raise a people of the Word and the Spirit, equipped with a revelation of their Supernatural Identity. Connect with us on Instagram: @kingswordikeja Facebook: @kingswordIkeja TikTok: @kingswordIkeja Audio Streaming Mixlr: kingswordikeja.mixlr.com Giving Details: KingsWord Ministries International (KMI) GTBank Naira - 0009617383 USD - 0009617510 GBP - 0009617503 Euros - 0009617527 First Timers Form & Number bit.ly/eserviceguest 0810-000-0650

KingsWordIkeja
SUNDAYS @CAMP DAVID - PALACE DEALERS SERVICE - SCALING NEW HEIGHTS - 5TH OCTOBER 2025

KingsWordIkeja

Play Episode Listen Later Oct 5, 2025 21:29


KingsWord International Church is called of God to raise a people of the Word and the Spirit, equipped with a revelation of their Supernatural Identity. Connect with us on Instagram: @kingswordikeja Facebook: @kingswordIkeja TikTok: @kingswordIkeja Audio Streaming Mixlr: kingswordikeja.mixlr.com Giving Details: KingsWord Ministries International (KMI) GTBank Naira - 0009617383 USD - 0009617510 GBP - 0009617503 Euros - 0009617527 First Timers Form & Number bit.ly/eserviceguest 0810-000-0650

KingsWordIkeja
SUNDAYS @CAMP DAVID - FAMILY KONNECT - SCALING NEW HEIGHTS - 5TH OCTOBER 2025

KingsWordIkeja

Play Episode Listen Later Oct 5, 2025 54:14


KingsWord International Church is called of God to raise a people of the Word and the Spirit, equipped with a revelation of their Supernatural Identity. Connect with us on Instagram: @kingswordikeja Facebook: @kingswordIkeja TikTok: @kingswordIkeja Audio Streaming Mixlr: kingswordikeja.mixlr.com Giving Details: KingsWord Ministries International (KMI) GTBank Naira - 0009617383 USD - 0009617510 GBP - 0009617503 Euros - 0009617527 First Timers Form & Number bit.ly/eserviceguest 0810-000-0650

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
Episode 131 - (Part 2 of 2) Counting Your Days, Claiming Your Agency - The Woodard Report Podcast

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors

Play Episode Listen Later Jul 23, 2025 33:01


On this episode, Joe Woodard continues his conversation from the stage at Scaling New Heights 2025 for the annual practice advancement breakfast address. He shares a heartfelt message on living with agency through autonomy, aspiration, accountability, and authenticity, weaving in personal stories and lessons from leaders like Andy Stanley and Stephen Covey. Through powerful examples he challenges listeners to embrace “agency,” defined as the capacity to act freely and intentionally, transcending barriers to shape impactful outcomes in both business and life. Learn more about the show and our sponsors at Woodard.com/podcast

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
Episode 130 - Counting Your Days, Claiming Your Agency - The Woodard Report Podcast

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors

Play Episode Listen Later Jul 16, 2025 23:10


On this episode, Joe Woodard comes to us from the stage at Scaling New Heights 2025 for the annual practice advancement breakfast address. Joe reflects on the importance of realizing that our days are numbered in order to live with intention, balancing work and life while pursuing meaningful contributions. Through powerful examples—from Winston Churchill to Rudy—he challenges listeners to embrace “agency,” defined as the capacity to act freely and intentionally, transcending barriers to shape impactful outcomes in both business and life. Learn more about the show and our sponsors at Woodard.com/podcast

Cloud Accounting Podcast
Real Life Ways Accountants Use AI, How Sage Will Eliminate the Close

Cloud Accounting Podcast

Play Episode Listen Later Jun 12, 2025 68:40


Blake and David return from Sage Future 2025 with insights into how AI is reshaping accounting—from eliminating the financial close to real-world use cases. They also cover Elon Musk and Donald Trump's public breakup, the latest in Deel's corporate spying allegations, Deloitte's unapologetically intense work-life balance ad, and a billion-dollar “AI” startup that turned out to be powered by humans.SponsorsOnPay - http://accountingpodcast.promo/onpayKeeper - http://accountingpodcast.promo/keeperTeamUp - http://accountingpodcast.promo/teamup Payhawk - http://accountingpodcast.promo/payhawkChapters(00:00) - Welcome to The Accounting Podcast (01:02) - AI in Accounting: Real-World Examples (05:08) - Sage Intacct Roadmap and AI Innovations (12:02) - AI's Impact on Accounting Jobs (18:33) - AI in Auditing: Tools and Trends (26:54) - Internal Audit and AI Adoption (32:36) - Elon Musk and Donald Trump Fallout (35:43) - Impact of Tariffs and Political Alliances (37:03) - Rippling vs. Deel: Allegations and Legal Battles (40:45) - Deloitte's Work-Life Balance Ad Controversy (43:10) - Accounting Profession's Retention and Salary Issues (46:43) - CPA Title Removal Debate (49:23) - 150-Hour Rule and Master's Degree Debate (52:56) - Trump-Musk Fallout and Its Implications (01:01:07) - Alliant Group and IRS Commissioner Controversy (01:05:14) - AI Startup Fraud Exposed (01:07:08) - Conclusion and Announcements  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Cloud Accounting Podcast
The $400 Million Question: Should Congress Eliminate the PCAOB?(From the Earmark Podcast)

Cloud Accounting Podcast

Play Episode Listen Later Jun 10, 2025 50:49


Earmark Media Presents a bonus episode of Earmark Podcast:  What happens when Congress votes to eliminate the watchdog that's overseen public company audits for two decades? In this episode, Blake Oliver sits down with three leading accounting academics—Maureen McNichols from Stanford, Nemit Shroff from MIT, and Daniel Aobdia from Penn State—to examine the research behind the PCAOB's effectiveness and what elimination could mean for audit quality. You'll discover why companies with clean audit inspections can raise capital more easily, how the infamous "40% deficiency rate" actually works, and why these researchers believe dismantling the PCAOB could undermine trust in U.S. capital markets. The conversation reveals the hidden economics of audit oversight and explains why there hasn't been a major public company fraud since Enron and WorldCom.Chapters(00:00) - Welcome to the Show (01:10) - Meet the Experts (02:59) - Discussion on PCAOB's Elimination (08:17) - Research Insights on PCAOB's Effectiveness (20:11) - Deficiency Rates and Audit Quality (24:50) - Economic Impact of Fraud and PCAOB's Role (25:20) - Regulatory Model of the PCAOB (25:59) - Incentive Structure and Audit Quality (26:59) - Inspection Deficiency Rates (28:54) - Restatement Rates vs. Deficiency Rates (30:23) - Auditor-Client Relationship Tensions (31:42) - Documentation Issues in Audits (35:15) - Effectiveness of PCAOB Inspections (37:49) - Impact of PCAOB on Financial Reporting Quality (40:33) - Potential Elimination of the PCAOB (44:00) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests:Maureen McNicholshttps://www.gsb.stanford.edu/faculty-research/faculty/maureen-mcnicholsNemit Shroffhttps://mitsloan.mit.edu/faculty/directory/nemit-shroffDaniel Aobdiahttps://directory.smeal.psu.edu/dza5396Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors
Episode 125 - Geni Whitehouse's Journey to Authentic Impact - The Woodard Report Podcast

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors

Play Episode Listen Later Jun 4, 2025 31:43


On this episode Joe speaks with Geni Whitehouse about overcoming internal obstacles like perfectionism and imposter syndrome to create meaningful change in both life and career. Geni shares her journey from being a high-achieving CPA to finding fulfillment as a keynote speaker, urging listeners to pause, reflect, and ask themselves what they truly want. Her keynote at Scaling New Heights 2025 will challenge professionals to embrace self-awareness, trust their instincts, and courageously chart a new path that aligns with their values. About Geni Whitehouse Geni is a keynote presenter, winery consultant, author, advisory trainer, and President of the ITA. You can learn more about her at GeniWhitehouse.com Thank you to our show sponsor, Canopy! Unclunk your firm with Canopy, the fully integrated practice management that helps accountants build the firm they always wanted. The suite includes client and document management, workflow, time and billing, engagements and proposals, and more. Check out getcanopy.com. Learn more about the show and our sponsors at Woodard.com/podcast

Cloud Accounting Podcast
Federal Funds Freeze Hurts Nonprofits

Cloud Accounting Podcast

Play Episode Listen Later Mar 6, 2025 27:45


Billions in federal funds for nonprofits were abruptly frozen by the Trump administration, leaving organizations scrambling to stay afloat. Blake speaks with Jerilyn Dressler and Harriet "Hatsy" Cutshall from YPTC about how these freezes disrupted essential services, the complex flow of federal grants, and the rigorous compliance requirements nonprofits must meet. With a judge ordering the funds to be reinstated, they discuss what's next for nonprofits and the ongoing challenges of government funding oversight.Meet Our Guests: Jerilyn Dressler, CPA : https://www.linkedin.com/in/jerilynkeitdresslercpacfeHarriet "Hatsy" Cutshall, CPA : https://www.linkedin.com/in/hatsycutshallcpa-yptcGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd

Cloud Accounting Podcast
DOGE Chaos, Reciprocal Tariffs, Deloitte Backs off DEI, AICPA Caves on 150

Cloud Accounting Podcast

Play Episode Listen Later Feb 17, 2025 48:23


SponsorsCPA.com - http://accountingpodcast.promo/cpaRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casRho - http://accountingpodcast.promo/rhoChapters(00:00) - Welcome to The Accounting Podcast (00:54) - Chaos Created by Doge (01:32) - Top Stories of the Week (02:17) - Listener Mail and Additional Topics (05:09) - Live Stream Interaction (06:42) - DOJ and Treasury Payment Freeze (17:40) - Young Engineers at DOJ (24:15) - Automation Features for Seamless Transactions (24:44) - Addressing Viewer Questions on Treasury Policies (25:34) - Debate on Federal Fund Vetting and Spending (27:57) - Government Bureaucracy and Political Battles (33:31) - The Role of Young Auditors in Government Agencies (40:38) - Adobe's Tax Tips: Helpful or Harmful? (43:54) - Final Thoughts on Government Efficiency and Partisanship  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Cloud Accounting Podcast
Accounting Majors Up 12% & IRS Delays Buyout Offer

Cloud Accounting Podcast

Play Episode Listen Later Feb 14, 2025 52:54


SponsorsOnPay - http://accountingpodcast.promo/onpayKeeper - http://accountingpodcast.promo/keeperCloud Accountant Staffing - http://accountingpodcast.promo/casRho - http://accountingpodcast.promo/rhoChapters(00:00) - Welcome to The Accounting Podcast (03:37) - Government Employee Buyout Offer Update (09:24) - Undergraduate Accounting Enrollment Surge (12:38) - Illinois Proposes New CPA Pathways (14:25) - Elon Musk and IRS Direct File Controversy (18:16) - Doge's Access to Treasury Systems (26:53) - Tax Exemption on Tips: A Double-Edged Sword (30:19) - The Hidden Costs of Automation (38:03) - AI in Accounting: Current Innovations (47:03) - BDO Lawsuit: Inflated Revenues and ESOP (50:57) - Closing Remarks and Announcements  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Sons of CPAs
247 From Products to Transformations in the New Economic Era (feat. Principal Ron Baker)

Sons of CPAs

Play Episode Listen Later Feb 12, 2025 68:44


Episode 247FACULTY: Principal Ron BakerCLASS: #TheGuideIn this episode, Scott is in the office again with Accounting High Principal Ron Baker to discuss the future of accounting and the shift towards the transformation economy. Ron outlines the evolution of economic eras and how firms can position themselves to offer superior value by focusing on transformations rather than just services. They also touch on examples from various industries, and discuss the potential of subscription models.

Fingerprints On Success
29 | R.T. Custer | Vintage Visions: Scaling New Heights in a Handmade World

Fingerprints On Success

Play Episode Listen Later Jan 28, 2025 47:26


In today's episode of the Fingerprints on Success podcast, Bill is joined by R.T Custer, founder of the Vortic Watch Company.During this inspiring conversation, R.T. shares his path from humble beginnings to spearheading a venture that blends history, craftsmanship, and the pursuit of the American Dream. Along the way, he reflects on the significance of preserving tradition while embracing innovation, offering a glimpse into the values and mindset that fuel his success.You'll hear about the challenges and triumphs that define a business's evolution, including a high-stakes legal battle that tested the founder's resolve and principles. The discussion highlights the importance of standing firm in the face of adversity, guided by a deep belief in one's mission and an unwavering commitment to ethics and creativity.The conversation also touches on the joy of collaboration and the energy that comes from surrounding oneself with like-minded individuals. The excitement of building something bigger than oneself shines through, as does the dedication to leaving a lasting legacy. With an emphasis on fun, purpose, and the power of proximity, this episode serves as a testament to the transformative potential of entrepreneurship and a reminder that every challenge is an opportunity to innovate and inspire.Don't miss another episode of the Elevate Your Career podcast. Leave a review and subscribe today!Enjoy!In This Episode You'll Learn:The lack of American-made products, particularly watches, and the decision to explore the possibility of making watches in the USA. The initial launch of Vortic on Kickstarter in November 2014, where they raised $41,000, far exceeding their $10,000 goal.The marketing strategies for both Vortic and the Colorado Watch Company, focusing on the unique process of converting pocket watches. The legal battle with the Swatch Group, which accused Vortic of trademark infringement and counterfeiting for using antique Hamilton pocket watches. And much more...Resources:Vortic Watch CompanyR.T.'s LinkedIn

Welcome to the Arena
Mohammed Alardhi, Executive Chairman, Investcorp — Scaling New Heights: Empowering Teams to Achieve Global Success

Welcome to the Arena

Play Episode Listen Later Jan 22, 2025 37:23


Summary:  In business, leadership isn't just about taking charge — it's about enabling others to thrive. As companies grow and stakes rise, fostering trust and collaboration becomes essential. Today's guest has embraced a leadership style rooted in empowerment, driving innovation, and turning ambitious visions into tangible success. Today we're sitting down with Mohammed Alardhi, Executive Chairman of Investcorp, a leading global manager of alternative investments. Under his leadership, Investcorp has grown its assets under management from 10 billion to 53 billion in just nine years, all while diversifying and expanding its global footprint. Mohammed leads the firm's activities across its global network in New York, London, Bahrain, Abu Dhabi, Riyadh, Mumbai, Delhi, Beijing, Singapore, and Japan. He is a retired Air Vice Marshal and was the youngest and longest-serving Chief of the Omani Air Force, having joined the Royal Air Force of Oman in 1978. In addition to his role at Investcorp, Mohammed also serves as Chairman of the Muscat Stock Exchange. He sits on several boards, including the International Advisory Board of the Brookings Institute in Washington, D.C., the Eisenhower Fellowship in Philadelphia, The World Economic Forum's Community of Chairpersons, and the Harvard Kennedy School's Dean Council, among others. Mohammed is the author of three published books, the most recent is Connecting to the Future, which became a U.S. bestseller in 2023.  He holds a Bachelor of Science degree in Military Science from the Royal Air Force U.K. Staff College and a Master's in Public Administration from the John F. Kennedy School of Government at Harvard University. He is also a graduate of the Royal Air Force Military Academy in the U.K. and the National Defense University in Washington, D.C. In this episode, we discuss how Mohammed redefined his leadership style at Investcorp, blending military precision with visionary strategy to scale operations, foster innovation, and create lasting impact on a global stage. Highlights:How Mohammed spearheaded Investcorp's transformation plan (5:36)Mohammed describes his military experience and how it informs his approach to business (7:47)Situational awareness, and its application to work environments (9:39)How Mohammed views investment decisions on a global scale (11:27)Mohammed's leadership style (12:21)How challenging the status quo helped Investcorp set growth and transformation goals (13:50)What Mohammed has learned from navigating high-profile deals (17:58)How to balance short-term results with long-term strategic planning (19:15)Breaking free of nostalgia in business (20:40)How the Investcorp team maintained internal stability amid substantial growth (22:34)Navigating cultural and economic environments on a global scale (25:19)Investcorp's outlook and goals for 2025 (26:27)Incorporating AI into Investcorp workflows (29:33)Investcorp's influence on corporate social responsibility (30:37) Links:Mohammed Alardhi LinkedInInvestcorp on LinkedInInvestcorp WebsiteBook: Connecting to the Future by Mohammed Alardhi (2023)ICR LinkedInICR TwitterICR Website Feedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co.

The Incubator
#265 -

The Incubator

Play Episode Listen Later Dec 18, 2024 60:09


Send us a textIn this episode of the Incubator, hosts Betsy Crouch and David McCulley welcome Dr. Judy Aschner, a prominent neonatologist and physician scientist. Dr. Aschner shares her journey building a research career and emphasizes the importance of mentorship, determination, and collaboration across disciplines. She discusses her personal experiences that shaped her research focus, particularly in pulmonary hypertension and environmental health in neonatology. The conversation highlights the challenges and triumphs of a career in medical research, underscoring the significance of intellectual curiosity and the impact of personal experiences on professional paths. Dr. Judy Aschner discusses her groundbreaking research on manganese levels in parenteral nutrition and its uptake into the brain of infants with prolonged exposure to TPN. She highlights the importance of understanding metal environmental exposures in the NICU and the collaborative efforts that led to successful grant writing for research projects. Dr. Aschner emphasizes the need for inclusivity in research, particularly for children with disabilities, and the significance of longitudinal studies in assessing long-term health outcomes. Additionally, she shares her passion for rock climbing as a means of maintaining mental and physical health amidst her demanding career.As always, feel free to send us questions, comments, or suggestions to our email: nicupodcast@gmail.com. You can also contact the show through Instagram or Twitter, @nicupodcast. Or contact Ben and Daphna directly via their Twitter profiles: @drnicu and @doctordaphnamd. The papers discussed in today's episode are listed and timestamped on the webpage linked below. Enjoy!

Cloud Accounting Podcast
DOGE Goes After TurboTax & Remote Work

Cloud Accounting Podcast

Play Episode Listen Later Nov 25, 2024 65:40


Blake and David discuss Trump's proposed Department of Government Efficiency (DOGE) and its potential impact on tax filing and federal remote work policies. They analyze the Pentagon's seventh consecutive failed audit and examine Intuit's ambitious plans to expand its enterprise offerings. The duo also explores a groundbreaking study showing ChatGPT-4 outperforming human doctors in medical diagnoses, highlighting AI's growing capabilities in professional decision-making.SponsorsRelay - http://accountingpodcast.promo/relaySuralink - http://accountingpodcast.promo/suralinkSmartVault - http://accountingpodcast.promo/smartvaultArtiffex - http://accountingpodcast.promo/artiffexChapters(00:00) - Welcome to the Accounting Podcast (01:52) - DOGE's Impact on H&R Block and TurboTax Stocks (02:57) - IRS Free File Program (04:49) - Intuit's Response to DOGE Initiative (10:43) - Remote Work for Federal Employees (16:25) - Pentagon's Audit Failures (22:36) - AI Outperforms Doctors in Diagnosing Illnesses (32:12) - Boosting Productivity with ChatGPT (36:09) - Salesforce's AI Irony (38:15) - Anthropic's AI in Action (45:34) - Intuit's AI Strategy and TurboTax (48:36) - Intuit Enterprise Suite and Market Expansion (55:27) - Closing Remarks and Future Topics  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsClient Hub - https://clienthub.app/Forwardly - https://www.forwardly.com/Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Reality TV RHAP-ups: Reality TV Podcasts
The Summit Episode 5: Scaling New Heights

Reality TV RHAP-ups: Reality TV Podcasts

Play Episode Listen Later Oct 31, 2024 43:58


Join Taran Armstrong and Chappell as they unravel the latest twists and turns of "The Summit" in episode 5.