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Spotlight Reporting

Interviewee: Patrick Stern - Lead, North America and Senior Account Manager for Spotlight Reporting
Interviewer: Della Copp, CPA.com

Join Patrick Stern as he shares the many facets and variables available to scale your time with technology to offer unique advisory services for small, five person firms and larger. Patrick gives examples across different practice areas, from tax, wealth management and consulting/audit as clients look at transforming their practice areas.

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Interviewee: Stuart McLeod, CEO, Karbon Inc.
Interviewer: Della Copp, CPA.com

Join Stuart McLeod as he speaks about bringing casual collisions into one place through 4 areas: capability, productivity, reach and technology to enable the digital CPA to be successful with client accounting advisory services.

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A Shift in Mindset, From Digitized to Digital

Innovation Expert Pascal Finette, focuses on the intersection of technology, global impact and culture. He discusses inspiring, educating and empowering entrepreneurs and change makers to tackle the most intractable problems of our time.

Interviewer: Kacee Johnson, Strategic Advisor, CPA.com
Interviewee: Pascal Finette, co-founder at radical Ventures and Singularity University's Chair for Entrepreneurship & Open Innovation

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Shaping the Audit of the Future

Erik Asgeirsson of CPA.com and Sue Coffey of the Association of International Certified Professional Accountants examine the broader evolution of auditing, and the specifics of the AICPA's Dynamic Audit Solution.

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Andrew Lester: Using KPI’s to Measure A Successful Client Advisory Service (CAS) Practice

As the CEO of a small firm, Andrew Lester, CPA, has built a CAS practice with a designated vertical focus. Over the course of 18 months, he went through a journey to identify the appropriate KPIs to help him manage what was working and not working in his practice. Listen in as Andy explains the best KPIs to help him manage his practice.

Interviewer: Samantha Mansfield, CPA.com
Interviewee: Andrew Lester, CEO at Lester + Company | Restaurant CPA and Consulting Firm

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Samantha Bowling: Bringing Artificial Intelligence to Life Within a Small Firm

Over a year ago, Samantha Bowling, CPA, implemented artificial intelligence (AI) within their small firm. In this interview with Samantha Mansfield, she identifies how a small firm was able to implement AI and the unique ways they are using it, such as in client selection. Additionally, she is the recipient of the 2018 CPA.com Innovative Practitioner of the Year award for her innovative use of AI.

Interviewer: Samantha Mansfield, CPA.com,
Interviewee: Samantha Bowling, CPA, CGMA, Partner, Garbelman Winslow, CPAs