Welcome to the Digital CPA podcast, in this episode we are joined by Jen Wilson, co-founder of Convergence Coaching and a long-standing member of the DCPA community. Jen brings her extensive experience in leadership strategies and talent development to discuss key challenges in today's work environment, focusing on managing generational gaps and the hybrid aspect of work.

Jen provides insights into the characteristics of different generational cohorts in the workplace, strategies for bridging technological proficiency gaps, and managing varying career expectations. The conversation also covers trends in hybrid, in-office, and remote work, and effective leadership strategies for fostering inclusive communication and leveraging team strengths.

Tune in for Jen's vision on the future of leadership in a multi-generational workplace and how CPA firms can prepare for future generational shifts. Don't miss out on learning about the upcoming Digital CPA conference and Jen's pre-conference workshop.

Welcome to the Digital CPA Podcast, join Kacee, Kalil, and Elinor as they share their perspectives on the role of technology in reshaping accounting practices and discuss strategies for upskilling and staying relevant in today's tech-driven world. Whether you're a seasoned CPA or a tech enthusiast, this episode offers valuable insights and practical tips for embracing technology and driving innovation in the world of accounting.

In this episode, Elinor Litwack, a Partner at GRF CPAs, dives into the fascinating realm of technology upskilling. A seasoned professional in tech and innovation strategy within the firm, brings a wealth of experience to the discussion. As a former Advisory Board member of Digital CPA, Elinor sheds light on the current state of technology skills among CPAs, identifying common gaps and highlighting the importance of staying ahead in the tech game.

Exploring the nuances between basic and advanced tech skills, offering real-world examples of how technology is revolutionizing the accounting industry. From leveraging advanced technology applications to navigating the challenges of constantly evolving tech landscapes in accounting practices.

Welcome to the Digital CPA Podcast! In our latest episodes, we’ve delved into advisory services, and today, we’re shifting our focus to the technological trends shaping the future of CPA firms.

In this episode, we explore how the convergence of technology, data, and system integrations is transforming business needs and expectations. Business leaders are increasingly seeking:

Join us on the Digital CPA Podcast as host Kalil Merhib, EVP of Growth & Professional Services at CPA.com sits down with Dave Hartley, a leading Advisory expert from the Top 100 firm Anders CPAs + Advisors. In this engaging episode, Kalil and Dave dive deep into the dynamic world of advisory services and discuss key strategies and innovations shaping this rapidly growing practice area for CPA firms.

Key topics covered in this episode include:

• The accelerating growth of firm advisory services and its impact on the accounting profession
• Effective change management strategies for building and scaling an advisory practice
• Attracting top talent to the profession through innovative advisory services
• The introduction and integration of new service lines into traditional firm structures
• The crucial role of advisory services in shaping the future of the accounting profession

Tune in to gain valuable insights and expert perspectives from Kalil and Dave as they explore the evolving landscape of advisory services. This episode promises to provide listeners with actionable advice and forward-thinking strategies to enhance their practice.

Don't miss out on this opportunity to learn from industry leaders and stay ahead in the ever-changing world of advisory services.

For more episodes and resources, visit www.CPA.com. Stay tuned for our upcoming episodes featuring industry leaders driving innovation and transformation in finance and technology.

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In this episode, Gene Marks, a CPA, columnist, author, small business owner, and keynote speaker joins Kacee Johnson and Kalil Merhib to explore the ever-evolving economic landscape with its impact on CPAs and their clients.

Gene brings a wealth of experience, having navigated a unique career path that offers valuable insights for aspiring candidates. We'll uncover his journey and the lessons he's learned along the way.

Welcome to the Digital CPA Podcast, hosted by Kacee Johnson, Vice President of Strategy & Innovation at CPA.com, and Kalil Merhib, EVP Growth & Professional Services. In this episode, we dive deep into the world of accounting technology with our special guest, Aaron Harris, Chief Technology Officer of Sage.

Join us as Kacee Johnson, Vice President of Strategy and Innovation at CPA.com & Ron Quaranta, the Chairman of the Wall Street Blockchain Alliance, take a dive deep into the latest developments in the crypto landscape, from the rollercoaster ride of Bitcoin's resurgence to the SEC's landmark approval of 11 ETFs. With Bitcoin soaring to new heights, the burning question remains: Are we finally out of the crypto winter?