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Transforming: Tales of Business Evolution

Transforming: Tales of Business Evolution

By: AICPA & CIMA
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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).©2026 Association of International Certified Professional Accountants. All rights reserved. Economics Management Management & Leadership Politics & Government
Episodes
  • TfP 020. Elevating Women's Initiatives to Drive Transformation
    Apr 10 2026

    In this episode, Laura Crowley, Partner at Citrin Cooperman and member of the AICPA's Women's Initiatives Executive Committee, and Mandy Gallagher, Lead Manager of Women's Initiatives at the AICPA, discuss what it really takes to build a firm where women advance and why every firm that does comes out stronger.

    Laura and Mandy share practical strategies on sponsorship, leadership development, and retention, drawing on real-world examples from across the accounting and finance profession.

    Walk away with concrete steps to build a more inclusive and competitive firm.

    To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes.

    Explore the Sponsorship Success Toolkit, which includes guidance on building an effective sponsorship program.

    Thanks for listening. It takes just a couple of minutes to share your feedback. You can also contact us directly at podcast@aicpa-cima.com

    This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com

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    40 mins
  • TfP 019. Intentional Firm Growth That Actually Works
    Mar 10 2026

    What does successful growth really look like for today's firms? In this episode, Sarah Krom, CPA, MST, Managing Partner of SKC & Co. CPAs, LLC, explores how firm leaders can scale intentionally without sacrificing culture, people, or purpose.

    Sarah shares how SKC approaches growth by focusing on other factors beyond revenue and headcount. From launching new service lines to navigating change through overcommunication, this conversation offers practical insight for any firm or organization looking to grow while protecting what makes their firms thrive.

    To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes.

    Thanks for listening. It takes just a couple of minutes to share your feedback. You can also contact us directly at podcast@aicpa-cima.com

    This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com

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    44 mins
  • TfP 018. Burnout Prevention in Action
    Jan 23 2026

    Lauren Baptiste, founder of Acheloa Wellness, explores how burnout is more than just exhaustion; it's a systemic challenge affecting professionals at every level.

    Lauren highlights the new PCPS Burnout Prevention Toolkit, a practical resource designed to help individuals, firms, organizations, and the profession combat burnout before it starts. Lauren shares her personal journey, actionable strategies for creating healthier work cultures, and quick wins you can implement today.

    Whether you're a leader looking to support your team or a professional seeking balance, this conversation offers tools to thrive, not just survive.

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    45 mins
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