AICPA Personal Financial Planning · 2026-06-05 · 19 min
What does the future of the CPA profession look like as advisory, financial planning, and AI reshape client expectations? In this episode of the AICPA Personal Financial Planning Podcast, Cary Sinnett sits down with Sue Coffey, CEO of Public Accounting at the American Institute of Certified Public Accountants, to discuss the profession's transformation from compliance-focused work to holistic trusted advisory. Sue shares why trust has become one of the profession's greatest competitive advantages, how technology and complexity are accelerating change, and why CPA financial planners are uniquely positioned to lead multigenerational client relationships. The conversation also explores how education, credentialing, AI, and evolving firm models are shaping the next generation of CPA advisors. Whether you are building an advisory practice, expanding into financial planning, or thinking about the future direction of the profession, this episode provides an inside look at where the CPA profession is headed and why the opportunity for planners has never been greater. Questions Answered Why is the CPA profession shifting from compliance toward advisory services?
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