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

from CPA Trendlines Podcasts · host CPA Trendlines

AICPA’s Peterson sounds the alarm for small firms.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn 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.

What this episode covers

AICPA’s Peterson sounds the alarm for small firms.Gear Up for GrowthWith Jean CaragherFor CPA TrendlinesIn 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 GrowthMore CPA Trendlines videos and podcasts hereAs 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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Carl Peterson: Succession or Stagnation? | Gear Up For Growth

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This episode was published on June 20, 2025.

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