Succession Built to Last: Preparing the Next Generation of Trusted Advisors
The biggest succession challenge facing CPA firms isn’t transferring ownership, it’s
preparing the next generation to earn the trust of long-standing clients.
As payment scams become more sophisticated and difficult to detect, treasury departments are under growing pressure to strengthen controls and serve as a critical line of defense.
10 Steps for Creating Seller Value Through the Letter of Intent
A well-crafted letter of intent creates buyer and seller alignment, minimizes surprises,
and increases the odds of a successful merger or acquisition closing.
A Winning Game Plan for Crossing the Quality Management Goal Line
As the first year under new quality management standards winds down, firms need a clear monitoring plan to support meaningful evaluation and improvement in their systems.
AI Is Reshaping Corporate Finance’s Future: How Leaders Are Preparing
Industry leaders share how AI is reshaping corporate finance roles, skills, and decision making—and what professionals should be doing now to prepare for a more AI-enabled future.
A new field study shows how academic research does—and doesn’t—shape accounting standards, revealing an evidence pipeline that’s more fragile than most CPAs realize.
Marty Green, Esq.Senior VP and Legislative Counsel, Illinois CPA Society
Storm Clouds Build Over Local Government Financial Reporting
Local governments face new pressure to resolve delinquent financial filings. Here’s what CPAs and other stakeholders need to know as renewed enforcement rolls out.
Jon Lokhorst, CPA, CSP, PCCLeadership Coach, Your Best Leadership LLC
How to Lead Without Overloading Yourself
Sustainable leadership starts with understanding your capacity. These five keys can help you recognize your limits, manage priorities, and build habits that last.
Deanna M. Kanosky, CPAVice President, Corporate Controller, The Planet Group
5 Trends Shaping Corporate Finance Recruitment
Technical expertise still matters, but today’s accounting and finance market demands more from both candidates and the organizations competing to hire them.
Why Tomorrow’s Partners Need Client Relationships Today
Strong client relationships don’t transfer overnight. Here’s how CPA firms can help future leaders become trusted advisors long before retirement forces the issue.
Brian Kearns, CPA, CFP, RIAFounder, Haddam Road Advisors
The Cost of Caring: Elder Care, Family Dynamics, and Taxes
When aging parents need support, CPAs can help families navigate tax questions, financial strain, and sensitive conversations that come with caregiving.
