"There was a time where people thought #accountants would not have jobs when Excel came out...ridiculous, right? It's the same with #AI today" -L. Stevenson #AICPATownHall #DCPA23

L.A. - as Jews were lighting candles last night for Shabbat and the second night of Hanukkah, mobs of antisemites took to the streets to chant antisemitic slogans and graffiti buildings, including Synagogues. This particular location is the epicenter of Persian Jewish life on

This is catastrophic

I speak from experience - most of my fears around pricing have been unwarranted. It's all in your head. Stop being scared.

Love it! Well said Zach!

New age faux pas: do not automatically assign your Otter or other AI notetaker to every meeting. Especially someone’s presentation. It’s not OK to assume you can record people. You MUST ask first. #endrant

I echo Brian’s sentiments! Great to see you Brian, and friends old and new.

How do you define "innovation"? If you want people in your firm to innovate, defining "What is & is NOT #innovation" will be important. I just re-listened to this fun chat w/edkless where we riff on that very thing. sagethoughtleadership.com/michelleriver

Excited to speak on Biz Model Transformation at AICPA® & CIMA® ENGAGE 24! It's the go-to event for #accounting & #finance. Get $150 off registration using code ENG24. Let's connect & shape the future together. See you there! aicpa-cimaengage.com #ENGAGE24

So many great lessons from this morning's American Institute of CPAs’s #Engage24 conference keynote by Managing Director of the Formula 1 Academy, Susie Wolff. Some of my favorite takeaways were as follows: 💡 Data is valuable, but data can't make decisions. There will always be a human element. It

Yes!!! Wonderful quote. I wrote it down as well. #ENGAGE24

Hell is not good enough…

Delighted to join friends and colleagues for the 2025 CPA Practice Advisor-led gathering of minds to learn, share, and debate. So great to see everyone. Thank you to the generous event sponsors (Avalara Rightworks Zoho and Wolters Kluwer) and to our kind host for inviting

I’ll say it again: people are not price sensitive, they are worth sensitive.

How to tell if your clients see you as a commodity and what to do about it foreadvantage.com/5-signs-your-c…

It’s become rare to read a blog post that moved me to full smile. But today, Joey Havens sweet story of a leadership lesson he observed in his church has. Hope you smile, too. joeyhavens.com/are-we-committ…

Thanks Jeff Breeden - that IS a goodie. Wish I knew who came up with it. Thanks for reposting.

Shocker. If you haven’t secured your current revenue levels with a better model yet, you’re definitely gonna want to get moving on that… foreadvantage.com/advanced-prici…

Is sock choice a potential leading indicator of thought leadership? It appears that it just might be! #CPATLS