Welcome to The INSIDE Public Accounting Podcast — a show for accounting firm leaders who want to make smarter, data-driven decisions and stay ahead of industry change. Each episode explores what IPA’s trusted benchmarking data reveals about firm performance, leadership and the future of the profession. From private equity and offshoring to partner compensation and the talent pipeline, we dive into the trends, challenges and innovations shaping public accounting today. Hosted by: Chelsea Summ ...
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Compensation Benchmarking Podcasts
Stock 'N Roll is dedicated to unraveling the complexities of equity compensation and highlighting the challenges and best practices that shape the industry. We engage in meaningful conversations with industry experts and thought leaders, aiming to provide actionable insights and strategies for professionals across all levels.
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Helping small and medium size businesses solve their HR issues and develop people strategies to drive success.
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This weekly (Fridays) series of messages is based on Multi-View Incorporated’s work with over 1,300 organizations, extracting 989 data-elements with 922 cross-calculations over 27 years on a monthly basis. And then “systematizing” the operational “Best-Known Success Patterns” of the 90th percentile. Our intent is to get beyond the “brag and the boast,” and simply share insights from our experience, without manipulation or coercion to sell anything except helpful ideas. MVI has helped create ...
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Through the course of this series we’ll bring in some of IDA's top experts to share their perspectives on cutting-edge research and issues of importance to the U.S national security and science policy community.
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Conversations about employment and labor law issues that impact the workplace. The purpose of Littler's podcasts is to provide helpful information for employers, addressing the latest developments in labor and employment relations. They are not a substitute for experienced legal counsel and do not provide legal advice or attempt to address the numerous factual issues that arise in any employment-related issue.
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Alternative Approaches in Military Compensation Benchmarking
25:49
25:49
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25:49IDA Ideas guests Jackie Burhmann and Mikhail Smirnov joined host Rhett Moeller to discuss IDA’s evaluation of the military compensation benchmark for the Quadrennial Review of Military Compensation. In this podcast, they explain how factors that dual-income military households face play a role in service members’ decisions to stay in the military o…
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Rewriting the Narrative: Fixing Accounting’s Perception
17:26
17:26
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17:26Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE Accounting’s reputation hasn’t kept up with the prof…
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Ep. 21: CEO Retreat - Quality Comes from “Within”!
1:00:51
1:00:51
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1:00:51Andrew opens Day 1 of the CEO Retreat, attended by CEOs from across the country, by going straight to the heart of QUALITY—and where it REALLY comes from: within the Leader! He connects discipline to a Culture of Meticulousness, then ties Customer Delight (5,553 interactions without a single complaint) to phenomenal economics. CEOs are urged to def…
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216 - Littler Lounge: Festive Compliance – Unwrapping Holiday Parties, Bonuses, and Workplace Cheer
27:01
27:01
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27:01The holidays are here, and so are the workplace traditions that make this season sparkle. Hosts Claire Deason and Nicole LeFave, joined by Littler Shareholder Charlotte Main, dive into the practical realities of the holiday season for employers and HR leaders. Together, they unwrap the fun side of year-end celebrations – from creative ways to show …
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Blake Oliver on Free CPE, Smarter Teams and AI at Work
28:53
28:53
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28:53Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE What if your CPE fit your life—and your firm’s strat…
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Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE Compliance is no longer the centerpiece of the accou…
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Ep. 20: Compensation – The ONLY Way to World-Class (6 of 6)
41:16
41:16
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41:16In this FINAL episode of this Compensation series, Andrew covers many of the Recommendations and Important Points When Creating Compensation Methodologies, including: bringing people Close to Revenue, getting rid of Annual Bonuses, pay Frequently & Immediately so checks teach Cause-and-Effect, wire Objectivity into the system, and keep the model Si…
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Jin Chang on What It Really Means to Be AI-Ready
36:16
36:16
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36:16Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE Artificial intelligence is changing the accounting p…
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215 - Littler Lounge: From PPOs to Perks – Understanding the Employee Benefits Landscape
20:34
20:34
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20:34Open enrollment: the time of year when HR professionals load up on caffeine and employees wonder if “PPO” is a new streaming service. In this episode, hosts Claire Deason and Nicole LeFave invite benefits attorney Anne Sanchez to help decode health plans, compliance, and the latest shiny objects in workplace benefits. From the great PPO vs. high-de…
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Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: https://www.earmark.app/channels/c5717392-a994-407c-9f27-7f09a08a4b7c In this Q&A edition, …
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Ep. 19: Compensation – The ONLY Way to World-Class (5 of 6)
46:03
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46:03In this 5th installment on COMPENSATION from the Mountain, Andrew gets practical: the BIG THREE—a Modest Base, Standards Pay, and Individual/Unit Performance Pay—and why pay must include incentives AND disincentives to teach cause-and-effect. He shows how to build Attitude/Happiness into Standards, why hourly is the worst (time expands), and how to…
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Are Your Equity Incentives Competitive? The Art and Science of Benchmarking with Michael Sterchi
28:31
28:31
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28:31This is the first out of two, in our short series on Benchmarking. In this episode, we're talking about benchmarking in general, what it is, why you need it and what competitive equity packages actually look like in the market. We even discuss some key differences between the US and here in Europe. The host and CEO of Optio Christoffer Herheim is j…
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214 - Pro Bono Week Podcast – Helping Migrant Families: Littler’s Attorneys and Staff at the NIJC Asylum Clinic
19:31
19:31
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19:31In this episode, Pro Bono Committee Member Lavanga Wijekoon speaks with fellow Pro Bono Committee Member Dave Haase, Paralegal Bahar Azari, and Attorney Practice Coordinator Una Pavlovic about their experience partnering with the National Immigrant Justice Center to host a pro bono clinic for migrant families seeking asylum in the U.S. The team sha…
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From Internships to Impact: Rachel Anevski on Building CPAs Who Stay
42:47
42:47
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42:47Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: The INSIDE Public Accounting Podcast | Earmark CPE This episode gets into the work of keepi…
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213 - Pro Bono Week Podcast – Advocacy Across Borders: A Hague Convention Success Story
24:03
24:03
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24:03Associate Kim Rivera joins Pro Bono Committee Member Dave Haase to share the story of a high-stakes pro bono case involving an international custody dispute under the Hague Convention. After an initial loss at trial, Kim’s advocacy led to a successful appeal, allowing her client’s children to remain safely in the U.S. The episode highlights the imp…
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212 - Pro Bono Week Podcast – Bridging the Justice Gap
10:49
10:49
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10:49Pro Bono Committee Members Brandon Mita and Steve Biddle speak with Associates Sarah Boxer and Lillian Manning about their experiences tackling the justice gap – the difference between the civil legal needs of low-income Americans and the resources available to meet those needs. Sarah and Lillian share how they partner with local legal aid organiza…
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211 - Littler Lounge: Commission Possible – Decoding Incentive Compensation for Management
22:53
22:53
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22:53Ready for a seasonal tradition that’s more thrilling than pumpkin spice?! It’s incentive compensation plan season! Join Nicole LeFave and Claire Deason as they roll up their sleeves and wade into the wild world of bonuses and commissions. If you’ve ever wondered why lawyers get so worked up about “discretionary” versus “non-discretionary” or if you…
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Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: The INSIDE Public Accounting Podcast | Earmark CPE Each year, INSIDE Public Accounting name…
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Ep. 18: Compensation – The ONLY Way to World-Class (4 of 6)
49:08
49:08
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49:08In this 4th installment on the PROFOUND topic of Compensation from the Mountaintop, Andrew talks about how CEOs must cross the Fear Barrier, brand their proprietary Model, and sell the “Why”, because most of the battle is emotional. He lays out rebasing salary/hourly rates to make room for Standards Pay, Happiness Pay, and Individual Pay, insisting…
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Communicating Equity Programs: Insights from Deloitte's Jane Darlington
55:10
55:10
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55:10By Christoffer Herheim
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A Data-Driven Look at Firm People Strategy
24:45
24:45
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210 - Littler Lounge: OOTO – Government Edition (What a Shutdown Means for the Workplace)
19:19
19:19
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19:19What happens when Washington hangs up the “Be Right Back” sign? In this episode, Claire Deason and Nicole LeFave welcome Jim Paretti, co-chair of Littler’s Workplace Policy Institute, to break down how a federal government shutdown has ripple effects on the workplace. From potential visa limbo and agency slowdowns to contractor curveballs and compl…
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From Compliance to Advisory: Why Firms Need Critical Skills to Compete
38:34
38:34
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38:34
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Ep. 17: Compensation – The ONLY Way to World-Class (3 of 6)
47:57
47:57
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47:57In this 3rd installment of this Compensation series, Andrew shows how a well-designed COMPENSATION SYSTEM creates CONFIDENCE, CUSTOMER DELIGHT, and a HEALTHY CULTURE that Self-Regulates with little need for supervision. Pay becomes a powerful Teacher: A System Solution, where the “System” selects for owners (not renters), “smokes out” unconfident p…
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209 - Littler Lounge: Data Doesn’t Lie – Following the Digital Footprints in Workplace Lawsuits
17:45
17:45
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17:45Think your digital trail is just background noise? Think again. In this episode, discover how data – from social media to id badge swipes – can alter the trajectory of a workplace lawsuit. Hosts Claire Deason and Nicole LeFave team up with eDiscovery attorney Don Myers to unpack the tech, tactics and real-world stories behind modern litigation. Fro…
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A Deep Dive into the UK’s Leading Tax-Advantaged Share Plans with Chris Fallon
41:34
41:34
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41:34In our latest Stock 'N Roll podcast episode, we sat down with Chris Fallon, Legal Director at Tapestry Compliance, to demystify two of the most prominent all-employee schemes in the UK: the Share Incentive Plan (SIP) and the Save-As-You-Earn (SAYE) plan. For those living or operating in the UK, understanding these plans is crucial for optimizing fi…
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From CAS to True Advisory with Mike Hajek
34:54
34:54
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34:54Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz and download your certificate. Start now on the IPA channel in the Earmark app: The INSIDE Public Accounting Podcast | Earmark CPE Advisory isn’t a side service anymore, it…
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Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz and download your certificate. Start now on the IPA channel in the Earmark app: The INSIDE Public Accounting Podcast | Earmark CPE In this episode, Rob Brown and IPA’s Chel…
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Ep. 16: Compensation – The ONLY Way to World-Class (2 of 6)
38:13
38:13
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38:13Andrew continues in the DEEP philosophical explanation so often needed for Leaders and Executives to have the courage to implement creative and revolutionary Compensation Systems. Reed drives directly into a discussion of Outliers - Companies that operate with World-Class Quality and Profits - those operating in the 90th percentile statistically ov…
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208 - Littler Lounge: From Sports Brackets to Benchmarks – Navigating the Legal Side of Workplace Contests and Incentives
21:46
21:46
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21:46What do fantasy football, March Madness brackets, and workplace raffles have in common? They might all be gambling – and they might be happening on your company’s time and devices. Steve Silver, Littler shareholder and chair of the Maine Gambling Control Board, joins hosts Claire Deason and Nicole LeFave to explore how gaming law is showing up in t…
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Behind the Numbers: Partner Pay, Tech & Succession
20:18
20:18
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20:18Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz and download your certificate. Start now on the IPA channel in the Earmark app: The INSIDE Public Accounting Podcast | Earmark CPE In this episode of the INSIDE Public Acco…
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Jeffrey Weiner: Building Marcum’s Brand & Legacy
39:07
39:07
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39:07Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: https://earmark.app/c/2777 How do you grow a six-person, $300,000 accounting firm into one …
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Ep. 15: Compensation - The ONLY Way to World-Class (1 of 6)
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45:45
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45:45In this episode, Andrew speaks plainly and directly to you from the Awakened Forest without any of the spectacle of a large public audience. He goes DEEP into the philosophical explanations of why Compensation IS your main System/Structure in creating a World-Class company. We live in a world of “Incentives and Disincentives”... and BOTH the Positi…
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207 - Littler Lounge: Redefining “Reasonable” – Religion and the Workplace
22:12
22:12
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22:12Hosts Claire Deason and Nicole LeFave are joined by Littler attorney Devjani Mishra for a conversation that starts with pandemic-era policy puzzles and ends somewhere near the Supreme Court. From temperature checks in parking lots to a tidal wave of exemption requests, they trace how COVID and the Groff v. DeJoy decision have reshaped the legal fra…
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The conversation around outsourcing and offshoring in public accounting has shifted. What was once viewed with hesitation is now firmly part of the playbook for firms across the country. In this episode of the INSIDE Public Accounting Podcast, hosts Rob Brown and Chelsea Summers dive into the numbers behind the trend. Drawing on IPA’s exclusive sur…
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Lexy Kessler on Talent, Technology, and the Future of Accounting
31:35
31:35
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31:35Chelsea Summers and Rob Brown welcome Lexy Kessler, Chair of the American Institute of CPAs and partner at Aprio, to explore the 2040 Project — a strategic initiative mapping the profession’s future. From tackling pipeline challenges to integrating AI, Lexy shares why upskilling, adaptability and people skills are now strategic imperatives for firm…
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Understanding the Evolving Landscape of Equity Compensation in Recruitment with Tor Daneshmand
35:59
35:59
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35:59In this episode of Stock 'N Roll, we sat down with Tor Daneshmand, CEO and co-founder of Amby, an embedded recruitment company at the forefront of these changes. Tor brings unique insights into how equity is being wielded as a recruitment tool across different markets, from the mature landscapes of the US and UK to the evolving Nordic region. We'll…
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Ep. 14: Compensation - National Broadcast Excerpt (2 of 2)
57:17
57:17
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57:17This is the 2nd installment from this national broadcast on the topic of Compensation. Andrew shares REALITY from his work with 38 non-healthcare companies he helped create Compensation systems for, and applies the Success Patterns to Hospice and Homecare operations. A person of Intelligence should be able to transpose the principles from this broa…
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206 - Littler Lounge: Pull Up a Chair! Let’s Talk Leave and Accommodations
23:47
23:47
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23:47Hosts Claire Deason and Nicole LeFave welcome Littler attorney Alexis Knapp for a deep dive into the world of leave and accommodations. From the surge in mental health-related requests to the role of return-to-work policies in leave requests, Alexis shares what it’s like to be in the thick of it – fielding everything from open-ended FMLA certificat…
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Legacy vs. Lift-Off: Can New CPA Firms Still Break Through?
12:24
12:24
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12:24In this episode of the Inside Public Accounting Podcast, Rob Brown and Chelsea Summers explore a timely question: Are new CPA firms still breaking through? While the average Top 100 firm is nearly 69 years old, some new firms are managing to carve out space in a landscape dominated by legacy players. Chelsea shares findings from IPA's latest resear…
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Analyzing the Top 500: IPA’s Insights on Strategy, Specialization and Scale
17:20
17:20
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17:20In this episode of INSIDE Public Accounting, Rob and Chelsea analyze the full landscape of the 2025 IPA 500 rankings—not just the top-tier firms, but the hundreds of firms driving real innovation beneath the headlines. Topics in this episode: Performance trends in the top 100, including private equity influence, revenue growth and productivity metr…
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Ep. 13: Compensation - National Broadcast Excerpt (1 of 2)
1:09:23
1:09:23
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1:09:23"We live in a world of Incentives and Disincentives." And if we are intelligent, we can solve most of our organizations problems and frustrations by aligning our compensation systems with the results we want to achieve. In MVI's measurements, NO ORGANIZATION HAS EVER ACHIEVED AND MAINTAINED WORLD-CLASS QUALITY AND ECONOMICS WITHOUT ADDRESSING THEIR…
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The 2025 IPA 500: Power Plays, Fast Risers & Big Exits
15:41
15:41
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15:41The 2025 IPA 500 list is here. In this fast-paced episode of the INSIDE Public Accounting podcast, Rob Brown and Chelsea Summers go full horse race. No big-picture trends this time — it's all about who’s new, who’s rising fast, and who’s out. Highlights include: The debutants: Firms like Sorren (#61) and H&Co (#66) enter with bold moves or private …
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205 - Littler Lounge: Thinking About Getting PAID 2.0? Here’s What Employers Need to Know
14:42
14:42
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14:42Just when we thought we had our summer schedules set, the Department of Labor decided to shake things up. In this special episode, hosts Claire Deason and Nicole LeFave call in Littler attorney Lee Schreter for a quick huddle on the return of the Payroll Audit Independent Determination (PAID) Program. What is PAID 2.0? Why now? And should employers…
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Designing Global Broad-Based Equity Plans: Insights from Deloitte’s Experts
1:04:38
1:04:38
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1:04:38In this episode of Stock 'N Roll, we sat down in Deloitte’s London office with Lucy Hovland and Anita Grant—two seasoned leaders from Deloitte’s Equity and Incentives practice—to unpack the intricacies of designing global broad-based equity plans. As equity compensation continues to evolve, especially in the post-IPO tech and fintech landscape, com…
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204 - Littler Lounge: Behind the Screen – Fraud, Fatigue and Other Considerations of Remote Work
26:50
26:50
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26:50Claire Deason and Nicole LeFave dive headfirst into one of the wildest twists in remote work yet: North Korean laptop farms. Yes, you read that right. What starts as a conversation about post-pandemic remote work compliance quickly turns into a real-life cyber-thriller involving allegations of fake employees, IT gigs and millions of dollars funnele…
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The IPA 500 is just days away—and in this episode, we take you inside the rankings that define the accounting profession. Chelsea Summers and Rob Brown break down how firms qualify for the list, the strategies behind the biggest climbers, and key trends firm leaders need to know now. You’ll hear: What it really takes to make the list The rising rev…
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Ep. 12: Designing an Effective People System: 3) Developing Talent – 4) Retaining Talent (2 of 2)
1:09:29
1:09:29
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1:09:29This episode completes the 2nd process, People Selection, and continues a dive into the remaining 2 processes of a World-Class People System, 3) People Development and 4) People Retention. A company’s Quality is “no more or less” than the Quality of its People Systems. The processes in these systems dictate exactly the Quality of the organization’s…
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Bridging US and European Equity Compensation: Insights from Carine Schneider
50:16
50:16
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50:16In this episode we're thrilled to have Carine Schneider joining us. Carine as one of the most experienced professionals in the equity compensation domain world wide – and her US view of things is something that we are ready to dive into. Carine will share insights on the cross-border challenges companies face when expanding internationally, the eme…
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In this episode of The INSIDE Public Accounting Podcast, Rob Brown and Chelsea Summers take a first look at early findings from the 2025 IPA Practice Management Survey. The data tells a story of change—but also one of adaptation, strategy and opportunity. From evolving growth rates to expanded outsourcing strategies and shifts in licensure, firms a…
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