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Transformation Talks
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.
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.
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.
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.
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.
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.
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.
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.
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.
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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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
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




























