My Take on PE, AI, AICPA, & The Firm of the Future
I recently had my first live radio interview.
Ed Kless and Ron Baker were kind enough to invite me on their radio show, The Soul of Enterprise, to discuss the macro and micro around the CPA profession and building the firm of the future.
We got into some of the pressing topics surrounding the profession related to AI, PE, attracting new people to the profession, and the future of firms.
I thought I'd use this week's newsletter to share the highlights from our conversation with you so you can pick and choose what topics of discussion you're interested in most.
Of course, you can always go listen to the full show here.
Take a look and send me a reply with any of your thoughts on what Ron, Ed, and I discussed. Agree with me? See it differently? I'd enjoy hearing from you.
Accounting services aren't the most valuable thing firms offer to clients:
PE can be a good thing for the profession IF:
My thoughts on Mark Koziel as the new AICPA CEO:
Two ways modern firms need to BREAK THE MOLD™ of traditional thinking:
AI will have a massive positive impact on the CPA profession IF:
If you'd like to hear the entire conversation with Ed Kless and Ron Baker on The Soul of Enterprise, find the full podcast here.
What's your take?
Agree with my thoughts on PE, AI, or building an advisory-first firm? See it differently? Reply with your thoughts.
With intention,
Alan D Whitman
Whenever you're ready, here are 3 ways I can help you and your organization:
Follow me on LinkedIn for tactical advice and insights from my years of experience leading organizations and advising CEOs and their teams.
Advisory & Coaching: Book a discovery call if you'd like to have a conversation about working together to help you and your organization BREAK THE MOLD™ and achieve differentiated outcomes.
Mentorship: If you're a young professional, book a 1:1 mentorship call to ask me any questions or talk through a professional scenario to help you grow.