With Rob Brown et al

Bridging the Gap Conference 2024 Preview with Rob Brown

On this special bonus episode of The Unique CPA, host Rob Brown from The Accounting Influencers Podcasts interviews prominent speakers of the upcoming Bridging the Gap Conference 2024, set to take place from July 22-24 in Rosemont, Illinois. Featured guests include Chad Davis, Roman Villard, Al-Nesha Jones, and Hitendra Patil, who share their backgrounds, insights about the accounting profession, and their excitement for the conference. They discuss their individual sessions, which range from exploring mental health and work-life balance to advanced automation and dealing with the accounting talent shortage. The episode provides useful tips on making the most out of attendance at such events, emphasizing the importance of building genuine connections and approaching the conference with an open mind. The episode concludes by highlighting the unique aspects of the conference and the impact of its organizer, Unique CPA host Randy Crabtree.

00:00 Introduction to The Unique CPA

00:24 Meet the Speakers

00:50 Chad’s Journey and Insights

01:34 Roman’s Introduction and Perspective

02:10 Al-Nesha’s Story and Experience

02:39 Hitendra’s Background and Achievements

03:35 The Bridging the Gap Conference

03:42 Why This Event Stands Out

04:31 Focus on Mental Health

05:16 Bridging the Gap: A Unique Experience

06:21 Key Takeaways from the Speakers

11:09 Building Next Generation Culture

12:15 Implementing EOS in Your Firm

13:33 Automation and AI in Accounting

14:54 Maintaining Mental and Physical Health

16:26 Addressing the Talent Shortage

18:33 Maximizing Conference ROI

23:33 Final Thoughts and Excitement for Bridging the Gap 2024

27:04 Conclusion and Farewell

Important Links

Bridging the Gap 2024

Al-Nesha Jones at BTG 2024

Roman Villard at BTG 2024

Hitendra Patil at BTG 2024

Chad Davis at BTG 2024

The Accounting Influencers Podcasts

About the Guest

Rob Brown, former high school math teacher, part-qualified accountant, stroke survivor, and more, is the host of the Accounting Influencers Podcast series. He serves professionals in the accounting, legal, and finance professions as an event host, conference chair, influencer, ambassador, recruiter, interviewer, panel moderator, emcee, and keynote speaker. His expertise includes reputation, executive presence, talent differentiation, branding, firm development and succession, recruitment, retention, and disruption.

Rob also hosts the Accounting Influencers Roundtable, AIR, which helps influencers and companies better serve the accounting world. AIR’s keynote event is a bimonthly influencer speed networking event held over Zoom. He is also the author of Build Your Reputation: Grow Your Personal Brand for Career and Business Success, published in 2016. His TEDx talk, entitled The Personal Brand of You, has amassed nearly 400,000 views on YouTube.

Meet the Host

Randy Crabtree, CPA


Randy Crabtree

Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the “The Unique CPA,” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.