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The CPA Conversations podcast series focuses on accounting-related news and hot topics.


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  • Enhancing CPA Firm Success with Artificial Intelligence

    As futuristic as the terms “artificial intelligence” and “machine learning” may sound, they are currently being used in the home and the business world. In the accounting profession, though, they could be better leveraged. Robert Schulte, founder of LumaTax Inc., joins us to talk about the benefits to accounting and finance functions, benefits for CPA firms and clients due to adoption of advanced technology, and areas in which artificial intelligence could be used more.
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  • A Changing Accounting Profession Requires CPA Evolution

    With technology playing a greater role by the day, the nature of the CPA profession is constantly changing. Therefore, CPAs have to grow and adapt. Such is the reason behind the CPA Evolution Project, an undertaking of the AICPA and the National Association of State Boards of Accountancy. In this podcast, Julia Woislaw, AICPA’s lead manager of CPA Evolution, walks us through the origination of the CPA Evolution Project, including why it was necessary, its current status, and developments that will be monitored in the future.
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  • International Tax Issues for Foreign Athletes and Entertainers

    The tax rules for non-U.S. residents are complicated enough regularly, but they only get more intense when you apply them to foreign athletes and entertainers. In today’s podcast, we explore the rules with Patrick McCormick of the law firm Culhane Meadows.
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  • The Value of CPAs in the World of Sports

    Working in the world of sports may seem like a dream job, but, as we have seen with the coronavirus, it is susceptible to the same difficulties and obstacles as other industries. And like other industries, the sports world understands the immense value of CPAs. In this podcast, we are joined by Darren Heffernan, president of Trintech, to discuss how CPAs contribute to the success of sports teams, how automation is quickly improving their jobs, and how the world of sports operations has been altered by COVID-19.
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  • Enterprise Risk Management in a COVID-19 Business Landscape

    In a preview of her session at the Aug. 11 PICPA CFOs and Controllers Conference, Melissa Bradley Musser, principal, risk and advisory services, for GRF CPAs & Advisors, discusses how the coronavirus pandemic has affected the exercise of enterprise risk management. She explores best practices during times of great difficulty, current top threats, and more.
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  • Leadership Skills in the Era of Remote Work

    The emergency necessity of embracing remote work brought about by the coronavirus has shown businesses that it is possible to operate not only from a board room table, but also from a dining room table. As a result, what had been viewed as a temporary fix could eventually evolve into a regular mode of operation. This means leadership will have to continue refining their ability to engage their staff remotely. We spoke to Erin Daiber, professional certified coach and chief executive officer of Well Balanced Accountants LLC, to get more on best practices in this area.
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  • Firm Managerial Success Takes Strategy, Organization, More

    In a podcast related to her feature in PICPA’s Guide to CPA Careers in a Changing Business Landscape, the 2020 digital-only, special edition of the Pennsylvania CPA Journal, Kathy Gutierrez, director of human resources for RKL LLP in Lancaster, Pa., discusses the traits needed to succeed at the manager level of a CPA firm, including strategic thinking, project management skills, and the ability to motivate.
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  • Top CPA Firm Concerns in the Area of Efficiency

    In the final episode of his five-part series on the top priorities for CPA firm management, Ira Rosenbloom of Optimum Strategies covers the foremost efficiency concerns, including standardization, engagement selectivity, and automation. Make sure to check out the rest of the series with episodes on personnel, succession planning, client-service systems, and performance metrics.
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  • The Keys to CPA Firm Modernization

    The coronavirus pandemic has made it clear: it is absolutely essential for the modern CPA firm to enable its staff to work remotely. But what other traits are essential for the modern CPA firm? According to our guest, Ryan Lazanis of Future Firm Inc., that list includes bolstered technology solutions, a scalable business model, and an openness to new pricing models. Listen to his podcast and get more of his insights at
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  • Catching Up on Developments in the Single Audit Sphere

    In a preview of her presentation at the July 13-14 PICPA Not-for-Profit & Government Accounting Conference, available exclusively via webcast, Diane Edelstein, partner with Maher Duessel in Pittsburgh, joins us to dissect goings-on in the world of single audits. She shares changes to uniform guidance, the status of the 2020 compliance supplement, and alterations made necessary due to the coronavirus outbreak.
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  • The Gig Workforce and How Business Gets Done

    The traditional full-time job is the employment path followed by a large percentage of American workers, but there is a growing segment that prefers something different. Many are opting to work for an employer for a specified time, performing an agreed-upon function, and then moving on the next benefactor when the job is done. It’s what is known as the gig economy, and ADP Research Institute reported on it in its Illuminating the Shadow Workforce: Insights into the Gig Workforce in Businesses. In this podcast, Dr. Ahu Yildirmaz, co-head of ADP Research Institute, walks us through the report’s findings and what effect the style of employment is having on the CPA world.
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  • The CPA’s Role in a Post-COVID Economy

    In a podcast related to their feature in the summer 2020 Pennsylvania CPA Journal, Paul Epperlein and Erron Stark of ADP in New York City discuss the CPA’s role in helping both their clients and their employers navigate the complications of rebuilding businesses after the coronavirus outbreak. They explore the needs of small business, the particulars of change management, and the long-term benefits of handling clients with care during trying times.
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  • Specialty Software Can Make Lease Accounting Implementation Less of a Burden

    While there is no way to make lease accounting implementation a joy, there may be a way to make it less challenging. Consider lease accounting software. Ane Ohm, cofounder and CEO of LeaseCrunch, joined us to discuss lease accounting software’s advantages over traditional spreadsheet solutions, the benefits of time saved and information security, and the differences in the needs of private and public firms.
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  • Personnel Priorities for CPA Firms

    Ira Rosenbloom of Optimum Strategies in Spring House, Pa., joins us for the fourth of his five-part series on CPA firm management priorities. So far, he has covered metrics, client service systems, and succession planning (all available at In this podcast, he focuses on personnel and covers aspects such as gathering feedback, assessing skills, and addressing incentive compensation.
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  • Unleash the CPA Creativity Within

    According to our guest, Natalie Nixon, creativity strategist and president of Figure 8 Thinking and author of The Creativity Leap: Unleash Curiosity, Improvisation, and Intuition at Work, creativity is not solely the realm of the artist. It can benefit all manner of professionals, including CPAs. She joins us to discuss the development of creativity, the importance of asking better questions, and the ways by which improvisation skills can help in an office setting.
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  • Office Opening Considerations Post-COVID

    Before the coronavirus took hold of our lives, heading to the office every day was something that could be taken for granted. Now, with health and safety taking top priority, there are numerous considerations that firms and organizations have to keep top of mind when deciding if they are going to allow employees to leave their homes and come back to the company’s physical location. To explore the questions that organizations need to answer before going back to business as usual, we met with Stan Sterna, vice president for Aon Insurance Services.
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  • Required Minimum Distributions after SECURE and CARES Acts

    In a preview of her Personal Financial Planning column in the summer 2020 Pennsylvania CPA Journal, Laurie A. Siebert, CPA, discusses changes to required minimum distribution rules as a result of two important pieces of legislation: the SECURE Act and the coronavirus response CARES Act. She goes in-depth on how the changes will affect advice to clients and the need for a coordinated effort by a client’s team of advisers.
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  • Update on the Fight to Protect Responsible Professional Licensing

    Following up on a podcast we did in October 2019, we are joined again by Skip Braziel, vice president of state regulation and legislation for the AICPA, and, for the first time, by Veronica Meadows, senior director of strategy for the Council of Landscape Architectural Registration Boards. In this podcast we discuss the ongoing fight to ensure responsible licensing for professions that protect the public interest. We also have valuable updates on a national survey conducted to measure public opinion on professional licensing, and discuss how the coronavirus pandemic has affected this issue.
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  • COVID-19 and the Impact on Financial Reporting

    In a preview of his Accounting & Assurance column in the summer 2020 Pennsylvania CPA Journal, James J. Newhard, CPA, talks to us about the coronavirus pandemic’s effect on financial reports, focusing on areas such as revenue recognition and risks and uncertainties. He also discusses the general turbulence the crisis is bringing to the auditor’s role.
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  • Ins and Outs of Outsourcing in Public Schools

    In a preview of his presentation at the May 29 PICPA Pennsylvania School District Conference, Peter Amuso, a partner with Rudolph Clarke LLC, sits with us to discuss outsourcing in public schools. Particularly, he addresses the adding of Section 528 to the Public School Code, the effect on labor negotiations, and the benefits of third-party contracting.
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