Episode 25 | Creating Value Beyond Compliance
In this episode, Lisa Simpson, CPA, CGMA, Vice President of Firm Services at the AICPA, talks with Chase Carpenter, Chief Executive Officer, Partner at H&S Companies, CPAs & Business Advisors, about their ongoing transformation from a traditional CPA firm to an advisory-focused professional services organization.
Episode 24 | Growth by Design
What if the key to firm growth is not working harder, but building the right structures to make growth intentional? Morgan Cooper, Marketing Director, and Jeff Jacobs, Director of Development, at Wilkins Miller LLC, explore how marketing and business development roles can evolve into strategic drivers of firm growth.
Episode 23 | The Talent Lifecycle Advantage
In this episode, Lexi Weber, CPA, Senior Manager – Emerging Professionals Initiatives, sits down with George Forsythe, CPA, Managing Partner of WellsColeman and Chair of the AICPA Private Companies Practice Section (PCPS) Executive Committee, for an conversation about how recruitment and retention are part of one continuous talent life cycle.
Episode 22 | Developing Talent and Embracing Change
Recorded live at ENGAGE 2026, Cheryl Rhode, CPA, Partner at West Rhode & Roberts, explains how she’s intentionally developing the next generation of firm leaders and why attending ENGAGE is a beneficial step for emerging leaders to build their networks and broaden their perspectives beyond the walls of the firm.
Episode 21 | Evaluating the Independent CPA Firm Model
In this episode, Andrea Wright, CPA, Partner at Johnson Lambert LLP, shares how her firm defines independence through the lens of culture and long-term investment. She explains how that perspective influences decision-making and why the firm reevaluates its direction each year.
Episode 20 | Elevating Women’s Initiatives to Drive Transformation
In this episode, Laura Crowley, Partner at Citrin Cooperman and member of the AICPA’s Women’s Initiatives Executive Committee, and Mandy Gallagher, Lead Manager of Women's Initiatives at the AICPA, discuss what it really takes to build a firm where women advance and why every firm that does comes out stronger.
Episode 19 | Intentional Firm Growth That Actually Works
What does successful growth really look like for today’s firms? In this episode, Sarah Krom, CPA, MST, Managing Partner of SKC & Co. CPAs, LLC, explores how firm leaders can scale intentionally without sacrificing culture, people, or purpose.
Episode 18 | Burnout Prevention in Action
In this episode, Lauren Baptiste, Founder of Acheloa Wellness, discusses the PCPS Burnout Prevention Toolkit and explores how burnout is more than just exhaustion, it’s a systemic challenge impacting professionals at every level.
Episode 17 | Getting Ready for 'Busy Season', Part II
Jaimie Boyd, CPA, from the AICPA Firm Services team shares highlights from conversations we’ve had over the past year with practitioners who are applying the fundamental concepts of the Transforming Your Business Model initiative to their day-to-day operations.
