Transforming: Tales of Business Evolution

Erin Hartman, Sarah Dobek, Gary Thomson
podcast@aicpa-cima.com

Booking Overview

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.

Metrics

120 episodes, Irregular, 4.6 rating
<1k, Female, USA

Contact Information

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

Description

Production Team

Host

Erin Hartman, Sarah Dobek, Gary Thomson

Categories

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

Booking Intelligence

Booking Requirements

moderate difficulty
Typical Credentials:  
CPA designation with senior leadership (CEO/Founder/Partner/Managing Partner); non-CPA leaders can appear if they influence the profession
Required Achievements:  
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

Recent Guest Discussions

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

Recent Topics

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