Tax Section Odyssey Tax Section Odyssey

Beyond the script: Improv for advisory confidence

May 22, 2026 · 26m

Summary

Host April Walker interviews Jennifer Diamond, CEO of Spire Consulting Services, on applying improv techniques to enhance client advisory skills. They discuss the "yes, and" principle to foster collaborative conversations, moving away from rigid compliance mindsets toward present-moment listening. Diamond shares practical exercises for attuning to clients and highlights her upcoming AICPA Engage session on improving communication confidence.

Topics discussed

Introduction: Improv techniques for advisory confidence Defining improv: Presence over performance Why accountants struggle with unscripted conversations The 'Yes, And' principle: Listen, accept, build, collaborate Handling resistant clients and 'Yes, But' responses Leveraging CPA pattern recognition as a superpower Practical exercises: Attunement and curiosity questions Communication skills in the age of AI and automation Embracing curiosity and collaborative creation Upcoming travel and AICPA Engage conference details Conclusion and ASCPA Tax Section membership benefits
Listen ad-free on Castria