expert panel: answers for talent gaps, tech disruption, and evolving business models | accounting influencers

global accounting leaders call for mindset shifts, better storytelling, and a redefined brand.

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accounting influencers
with rob brown

in this edition of accounting influencers, four of the profession’s most prominent voices gather for a candid discussion on the challenges and opportunities facing the accounting world. from evolving business models to deep talent shortages, the conversation explores how firms must adapt—or risk irrelevance.

the panel includes randy johnston, co-founder of k2 enterprises and a long-time tech strategist for cpas; trevor greenway, ceo of interval, a software firm helping accountants uncover real-time advisory opportunities; harry blum, managing partner at rsm canada; and jennifer o’carroll, ceo of erp vendor hansaworld and former tax advisor.

“the knowledge is there,” says greenway. “the question is—do firms have the people and bandwidth to act on it?” he warns that while accountants understand the changes required—like the shift to advisory services and the adoption of ai—the labor shortage is the primary obstacle.

blum agrees, calling today’s environment “an experiment in change management,” where firms have never had more opportunity but also never faced more complexity. “the mindset shift needed to transform is the biggest challenge,” he says.

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breslin & greathead: be a client advocate | the disruptors

help customers catapult their businesses forward.

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

back in 2013, before cas became part of the accounting vernacular, penny breslin and damien greathead taught roomfuls of accountants how to do what breslin called bookkeeping and back office support, or bos.

“we had 200 accountants sitting in the room wanting to know how to grow this part of their business,” greathead recalls.

more podcasts and videos: dominic piscopo: clear pay=bargaining powerdebbie kilsheimer: stop thinking small | dave kersting: collaborate with co-firming | ashley francis: ai’s a partner, not a replacement | richard roppa-roberts: collaboration over competitionira rosenbloom: m&a numbers are easy – culture fit is hardroman villard: ditch the suit & shinemonique swansen: align firm values with servicestina mcgill: how to create lasting client impactstefan van duyvendijk: develop operational mindsetsteve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur?beth whitworth: focus on outcomes not hours |mike sylvester: learn to say nosalim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling  | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships

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cloud-based accounting tools like xero and quickbooks online were just entering the u.s. market, and the two recognized an opportunity for firms.

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