Episode 163 - AI, Scams, and the Future of CAS: Navigating a Changing Accounting Landscape - The Woodard Report Podcast

On this episode of the Woodard Report podcast, Heather and Joe discuss the growing threat of AI-powered financial scams and practical steps firms can take to protect themselves and their clients. They also explore major shifts in the accounting technology space, including platform-driven CAS models, AI misconceptions, and evolving firm strategies. Current events — Financial scams on the rise and they are getting better. How can we protect ourselves? Xendoo to purchase the Infinite platform from Botkeeper TV/Movie quote of the week — Portlandia A Knight of the 7 Kingdoms Excellent things we learned — More than a Glitch: Confronting Race, Gender, and Ability Bias in Tech The Productivity Project: Accomplishing More by Managing Your Time, Attention, and Energy Member spotlight — Melissa Honan, Profitable Painter CPA The Woodard Report article of the week — Inside Intuit's Career Pipeline Program for Accountants Thank you to our show sponsor, Woodard! The Woodard membership program will help you build your ideal practice with our coaching, education, community, and resources. We'll get you there with strategic direction from experienced pros, access to skill building and resources, and a community to continually inspire your practice's transformation. Learn more about the show and our sponsors at Woodard.com/podcast

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Episode 163 - AI, Scams, and the Future of CAS: Navigating a Changing Accounting Landscape - The Woodard Report Podcast is an episode from Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors by Woodard Events.

This episode is 41:56 long.

This episode was published on Mar 18, 2026.

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