Transformation Talks

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May 26, 2025

Season 01

Episode 12


Transformation Talks

How do you handle being misunderstood in a world that jumps to conclusions?

CPAs are leaving tax and audit—and it’s not by accident. Discover why advisory work pays more, carries less risk, and how top firms are making the switch.

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March 31, 2025

Season 01

Episode 11


Transformation Talks

Navigating Political Differences in Accounting

Can you talk politics without it blowing up? Top accounting leaders reveal how to have real, respectful conversations—even when you disagree—and why it actually strengthens teams and clients.

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January 25, 2024

Season 01

Episode 10


Transformation Talks

DEI and Diversity of Thought

Is DEI actually good for the bottom line? This episode breaks down why diversity of thought matters more than optics—and how firms turn DEI into real growth.

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October 9, 2023

Season 01

Episode 7


Transformation Talks

Culture Shift - Defining the Vision

What happens when firm leaders turn the advisory lens on themselves? This episode digs into tough introspection, non-accountant insights, and uncovering hidden opportunities.

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June 30, 2023

Season 01

Episode 9


Transformation Talks

Team Transparency Drives Prosperity

Hate annual reviews? You’re not alone. Menlo Innovations ditched painful performance reviews for an employee-driven system that delivers real feedback—and better results.

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April 4, 2023

Season 01

Episode 8


Transformation Talks

Transforming Outsourced Accounting

Performance reviews shouldn’t feel painful or pointless. This episode explores why traditional reviews fail—and how an employee-driven approach creates better feedback, stronger teams, and real growth.

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March 29, 2023

Season 01

Episode 6


Transformation Talks

A Journey Through Transformation

From tradition to transformation. This episode follows one firm’s journey of change—what sparked it, what broke, and how rethinking the business reshaped its future.

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February 1, 2023

Season 01

Episode 5


Transformation Talks

Paths Forward in New Directions

What if the labor shortage forced firms to rethink everything? This conversation digs into working smarter, designing with intention, and competing for talent differently.

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December 27, 2022

Season 01

Episode 3


Transformation Talks

Going From Tax to Transformation

What does it take to transform your life? This episode dives into leaps of faith, tough choices, and the three questions that can guide your next move.

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December 27, 2022

Season 01

Episode 4


Transformation Talks

Exploring Corporate Social Responsibility

Sustainability isn’t just a buzzword. This conversation unpacks how one major firm approaches responsibility, impact, and building a business that lasts.

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Trust but Verify: AI, Innovation & Accounting’s Next Generation

Accounting is rapidly transforming through AI, shifting from “trust but verify” to smarter guardrails, redefining innovation, and positioning the next generation as the profession’s strongest competitive edge.

March 2, 2026

Season 02

Episode 01

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Transformation Talks

Navigating Political Differences in Accounting

Can you talk politics without it blowing up? Top accounting leaders reveal how to have real, respectful conversations—even when you disagree—and why it actually strengthens teams and clients.

March 31, 2025

Season 01

Episode 11

Play Episode