how smart firms handle dei | accounting influencers

accounting leaders face pressure to choose a path that could reshape talent pipelines and firm culture for years to come.

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accounting influencers
with rob brown

deloitte’s decision to dismantle its diversity, equity, and inclusion (dei) program for 173,000 u.s. employees is sending shockwaves through the accounting profession, exposing deep divisions on a global scale and forcing firm leaders to weigh politics against talent priorities.

the move—ending dei goals, disbanding related departments, eliminating annual reporting, and ordering staff to remove pronouns from email signatures—came just hours before deloitte uk issued a memo affirming its commitment to dei.

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tyree: cracking the code for successful m&as | gear up for growth

trust, values, and local connections are fueling the national rise of one of accounting’s newest top 50 firms.

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gear up for growth
with jean caragher
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“if we say we’re going to do something, we’re going to do it. and that’s how you build trust,” says josh tyree, president of sorren, during an episode of gear up for growth. host jean caragher, president of capstone marketing, sat down with tyree to discuss how the newly-formed top 50 firm – created by the combination of 13 bdo alliance firms – is navigating large-scale integration while laying the foundation for national growth. 

more gear up for growth here. | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

the conversation reveals two critical lessons for cpa firms considering mergers or expansion.

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gen z redefines careers | arc-slc

students push for networking, compensation clarity, and creativity as the path to success in a changing profession.

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accounting arc – student-led conversations
with chayton farlee
center for accounting transformation

when dominic piscopo, cpa, compared his first big 4 paycheck to his weekend bartending income, he had one reaction: disbelief. “i clocked 100 hours during busy season, and the check wasn’t much different than what i made in two nights at the bar,” he recalls.

more accounting arc: bootleggers, baptists, & cpas: rethinking licensure | cpa firm ownership under firewalking violation: when showing your cpa gets you in trouble | audit bags to tiktok tags, gen z talks success | students challenge accounting’s traditional career path | true grit: recognizing struggles that shape our successes | more admins, fewer students, no planwhat career advice gets wrong for gen z – and how to fix it |your identity is not a liabilitywhat happens in vegas… gets reported on a tax returnburnout, be gone: accounting needs a boundary breakthroughthe ultimate business hack you’re probably ignoringresilience, real talk, and the road to mental wellnessblockchain could still reshape accountingwhat gen z wants from business | firm differentiation depends upon client service

instead of shrugging it off, piscopo started asking questions—lots of them. he gathered salary data from peers across firms and discovered his cohort was underpaid compared to the market. presenting the numbers to leadership, he helped secure a nearly 10% raise for his entire group.

“that was the moment i realized transparency could change the profession,” piscopo says.

piscopo shares the story on accounting arc: student-led conversations, hosted by accounting student chayton farlee. the two explore how networking, pay transparency, and building side projects can help students and young professionals stand out in an industry struggling to recruit and retain talent.

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telka: transform fear into fuel | the disruptors

mindset shifts, gut instincts, and the right mentors matter most when starting your own firm.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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the disruptors
with liz farr

making the shift from employee to entrepreneur isn’t always easy, as questian telka, founder of reqoncile financials and co-host of the she counts podcast, discovered. besides the obvious pieces of getting business licenses and opening a business bank account, telka believes it’s essential to keep your reason for starting your business – your why – firmly in focus.

if i lose sight of that why, then i am continually getting away from what it is that i enjoy about it, why i’m doing it in the first place,” she explains. 

卡塔尔世界杯常规比赛时间 celebrates:the 100th episode of the disruptors

more streaming: woodard: move past reports; deliver results | baker: find true purpose to end burnoutbrolin: the w.i.n. leadership formulagertrudes: how eos & “unreasonable hospitality” reshaped growthlab | vilms: the power of people in a tech-driven world | dickerson: from diagnosis to disruption | kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it erica goode: build a $200k firm in 15hrs/weekrandy crabtree: live at the intersection of passion & skill |mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceableditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocatedominic piscopo: clear pay=bargaining powerdebbie kilsheimer: stop thinking small |

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for telka, her why centered around “having a little bit more freedom and flexibility to spend time with family, being able to take on my ideal clients. without the centering influence of a strong why, entrepreneurs may risk working with clients who don’t fit their ideal client profile.  

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ladd: start advisory with empathy | it’s not just the numbers

by starting with conversations and clean books, accountants can deliver clarity, confidence, and real results.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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it’s not just the numbers
with penny breslin and damien greathead

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4impactdata: 10x your advisory.
not your headcount

when accountants and advisors talk about “advisory services,” the conversation often drifts toward models, frameworks, and numbers. advisory is explained through dashboards, kpis, forecasts, and ratios. however, sometimes in our focus on data, we forget the human side —the fact that behind every balance sheet is a business owner who is stressed, overwhelmed, and often lonely. 

more penny breslin and damien greathead | more advisory & consulting | buy “it’s not just the numbers”

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that’s where voices like steven ladd’s come in. in a recent it’s not just the numbers podcast “after hours” session, ladd shares his journey from engineer to entrepreneur to trusted advisor for small business owners. his insights reveal why advisory services are more than just financial analysis. they’re about empathy, connection, and equipping business owners with clarity. 

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