CPA Trendlines Podcasts

Carl Peterson: Succession or Stagnation? | Gear Up For Growth


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AICPA’s Peterson sounds the alarm for small firms.


Gear Up for Growth

With Jean Caragher

For CPA Trendlines


In a farewell interview on Gear Up for Growth, powered by CPA Trendlines, Carl Peterson, vice president of Small Firm Interests at the AICPA, shares hard-earned insights with Jean Caragher, president of Capstone Marketing, from his 14-year tenure - and sounds a call to action for the next generation of CPA firm leaders.

 

  • Gear Up for Growth spotlights the best strategies for smart and effficient growth in today's competitive landscape. Gear Up for Growth every Friday here.
  • More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More Gear Up for Growth
  • More CPA Trendlines videos and podcasts here


    As Peterson prepares to retire, he emphasizes two key takeaways from his AICPA experience: the need for the profession to maintain the agility it developed during the COVID-19 pandemic and the urgency for small firms to adopt visionary leadership and effective succession planning.

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