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Thriveal Podcast: Leadership, Legacy & the 150-hour Rule | EP07 1 Credit

Thriveal Podcast: Leadership, Legacy & the 150-hour Rule | EP07 1 Credit

  • Rating

    5

  • Published on

    July, 2025

  • Subject Area

    BusIness Management & Organization

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Learning Objectives

  • Identify how evolving perceptions are reshaping CPA recruitment efforts.
  • Discuss how private equity impacts accounting firm operations and ownership.
  • Explain the implications of the 150-hour rule on interstate mobility.
  • Evaluate the role of state CPA societies in professional advocacy.
  • Explore leadership development strategies through mentorship and succession.

Course Overview

What if the real transformation in accounting doesn’t start with numbers, but with how we tell our story? In this episode of Thrivecast, guest Calvin Harris, CEO of the New York State Society of CPAs, joins host Jason Blumer for an honest, wide-ranging conversation on where the profession is headed and why the narrative around it must evolve.

Calvin opens up about his unconventional rise to leadership, why he never aspired to be a CEO, and how unexpected mentors nudged him into pivotal roles. From discussing his early hesitations in taking on CFO duties to becoming the face of the oldest state CPA society in the country, Calvin shares career-defining moments and the importance of paying it forward. Together, he and Jason tackle topics like private equity’s role in modernizing firms, the potential unraveling of the 150-hour rule and its implications on interstate mobility, and why the profession needs to reach students before they choose their careers.

Key Topics:

  • CPA Pipeline and Perception Shifts
  • 150-Hour Rule and Mobility Challenges
  • Private Equity in Accounting
  • Role of State CPA Societies
  • Leadership and Mentorship Legacy

In a profession facing generational transition, Calvin’s insights remind us that leadership often begins with someone else seeing our potential first. Whether you're a firm owner, student, or CPA society member, this podcast offers bold insights on building the future of accounting from the inside out.

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On Demand Credits for All Qualifications

License details Credits Status
BusIness Management & Organization for Certified Public Accountants (CPA-US) 1 CPE Approved

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

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About Experts

Calvin Harris

Calvin Harris

Chief Executive Officer, NYCPA - The New York State Society of CPAs

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Calvin Harris Jr., CPA is Chief Executive Offi cer of NY CPA (the New York State Society of CPAs). He is a results-driven C-Suite professional with over three decades of successful management and leadership experience. 


Recognized, in multiple years, as one of the “Top 100 Most Infl uential in Accounting”, Calvin has worked with organizations as diverse as the National Urban League, United Nations Foundation, Bill and Melinda Gates Foundation, Legal Services Corporation, NeighborWorks America, the State of Maryland, and numerous start-up organizations. 


An expert in accounting, business, and leadership, Calvin has been quoted and/or interviewed by media such as: The Wall Street Journal, Inc. Magazine, Forbes, CFO Magazine, Black Enterprise, Accounting Today, Ebony, Reader's Digest, US News & World Report, Baltimore Business Journal, and AMEX Open Forum.

Jason Blumer

Jason Blumer , CPA

Chief Executive Officer (CEO), Blumer & Associates, CPAs, PC

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Jason serves as Thriveal’s CEO, leading the strategy of which structures help Thriveal grow, and how to approach the profession with transformative education. Jason got his Bachelors in Accounting from Wofford College in Spartanburg, SC. His near 30 year career has been so varied, he’s performed every function in a firm and many other companies he has worked in. He has been a CPA since 1998. Jason shows genuine care as a leader of the Thriveal team, and is deeply thankful for the opportunity to lead alongside other people who do their work from the heart. Jason is a sought after international speaker, educator, coach, consultant, and friend to firm entrepreneurs all over the globe.

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