Transforming: Tales of Business Evolution

Author: AICPA & CIMA

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).
Be a guest on this podcast

Language: en-us

Genres: Business, Business News, Management, News

Contact email: Get it

Feed URL: Get it

iTunes ID: Get it

Trailer:

Get all podcast data

Listen Now...

TfP 024. Growth by Design
Episode 24
Monday, 28 September, 2026

What if the key to firm growth is not working harder but building the right structures to make growth intentional? Morgan Cooper, Marketing Director, and Jeff Jacobs, Director of Development, both at Wilkins Miller LLC, explore how marketing and business development roles can evolve into strategic drivers of firm growth. They share how leadership trust, clear accountability, and a shared vision have helped position their growth team as a catalyst for innovation and long-term success. Morgan and Jeff discuss the role of growth leaders and how they can help shape strategy, not just support it. Their conversation offers practical perspective for firms that want to strengthen business development, build future leaders, and keep relationships at the heart of growth. 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 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. Continue the conversation beyond this episode in the Engage365 PCPS Community, where members can connect with peers, share ideas, access exclusive resources, and discover what's working across firms like yours. 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