Transforming: Tales of Business Evolution

Transforming features C-suite and founder-level interviews centered on governance, culture, and business-model evolution for small professional firms. It’s a strong platform for thought leadership and case-study-style positioning for clients, with guest credentials spanning CPAs, CEOs, and firm leaders. Booking typically requires senior leadership credentials and alignment with governance and transformation topics, with moderate competition for high-profile guests.

120 episodes, Irregular, 4.6 rating

<1k, Female, USA

podcast@aicpa-cima.com, pcps@aicpa.org, podcast.admin@aicpa-cima.com

The Small Firms Philosophy podcast has become “Transforming: tales of Business Evolution", a monthly show designed for firms of any size and scale, exploring innovative operating methods that help organizations adapt to a changing landscape. Hear from industry leaders sharing their experiences of reshaping their business models, delving into the dynamic world of business transformation, and inspiring you to explore new ways to evolve your own organization. "Transforming" started in November 2024 with 4 bonus episodes. Brought to you by AICPA & CIMA’s Private Companies Practices Section (PCPS).

Erin Hartman, Sarah Dobek, Gary Thomson

Management, Business, News, Business News, Entrepreneurship, Careers

CPA designation with senior leadership (CEO/Founder/Partner/Managing Partner); non-CPA leaders can appear if they influence the profession

CEO/Founder or senior partner of a recognized accounting or professional services firm, Led governance or partnership transformations, Introduced innovative pricing models or tech-enabled services, Thought leadership and advocacy in professional services

Suzanne Forbes - Governance Evolution, Partner Compensation, Culture, Remote Teams, Kelly Rohrs - Launching A Firm, Client Relationships, High-volume Periods, Talent Retention, Flexible Work, Argel Sabillo - Reshaping The Profession, Value-based Pricing, Subscription Models, Tech Stack Optimization, Llms, Niche Focus, Brenda Cannon - Busy Season Workflow, Boundaries, Client Expectations, Extensions, Rebecca Driscoll - Coaching, Internal CAS, Firm Growth, Lifestyle Alignment

governance, culture, business transformation, professional services, pricing models, value-based pricing, virtual firm, remote work, coaching, partnerships