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E303 - What happened in the Spring CAAS Circle Meeting
Welcome to the Boomer Briefing Podcast – your 20-minute (or less) insight into the conversations shaping the future of the accounting profession. On this episode, Jon Hubbard and Jim Boomer go behind the scenes of the latest CAAS Circle meeting, where client accounting and advisory leaders gathered to share what’s working, where they’re evolving, and how they’re preparing their firms for the future. From conversations around AI readiness and evolving career paths to proactive
Boomer Consulting, Inc.
Nov 111 min read
E302 - What happened in the Spring Process Circle Meeting
Welcome to the Boomer Briefing Podcast – your 20-minute (or less) insight into the conversations shaping the future of the accounting profession. On this episode, Arianna Campbell and Amanda Wilke break down the key takeaways from the latest Process Circle meeting, where operations, innovation, IT, and project management leaders came together to discuss firmwide process improvement. From practical applications of AI—like Microsoft’s CoPilot “purple button”—to the “aha” moment
Boomer Consulting, Inc.
Oct 281 min read
E301 - What happened in the Spring Managing Partner Circle Meeting
Welcome to the Boomer Briefing Podcast – your 20-minute insight into the conversations shaping the future of the accounting profession. In this episode, Jim Boomer and Marc Stout unpack the highlights from the latest Managing Partner Circle meeting, where firm leaders gathered to explore what’s working - and what’s next. From revisiting compensation models to better align with firm vision, to the growing importance of project management and leadership pipelines, this conversa
Boomer Consulting, Inc.
Oct 141 min read
E207 - Milestones & Momentum: Reflecting on Circle Growth, AI, and the Future of Accounting
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Dec 17, 20241 min read
E206 - Get to Know Leda Sedlock
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Dec 10, 20241 min read
E205 - Get to Know Derek Olsen
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Dec 3, 20241 min read
E204 - Get to Know Chris Rochford
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Nov 19, 20241 min read
E203 - Get to Know Hailey Hilbert
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Nov 12, 20241 min read
E202 - All Things the Boomer Knowledge Network
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Nov 5, 20241 min read
E201 - Trend Update: Ideation & Experimentation
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Oct 29, 20241 min read
E200 - Trend Update - Evolution of the Business Model
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Oct 22, 20241 min read
E199 - Trend Update: The Transformation Triangle
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Oct 8, 20241 min read
E198 - Trend Update: AI Everywhere
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Oct 1, 20241 min read
E197 - Leaders Need to Lead
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Sep 24, 20241 min read
E196 - Patching the Gaps: Strengthening Security in the Accounting Profession
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release...
Boomer Consulting, Inc.
Sep 17, 20241 min read
E195 - AI: Friend or Foe? Navigating the Dual-Edged Sword of Privacy and Security
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release...
Boomer Consulting, Inc.
Sep 10, 20241 min read
E194 - Securing the Future: Privacy, Passkeys, and Passwords
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release...
Boomer Consulting, Inc.
Sep 3, 20241 min read
E193 - Navigating the Struggles between Outsourcing Strategy
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Aug 27, 20241 min read
E192 - The Evolution of HR Roles in M&A for Organizational Growth
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Aug 13, 20241 min read
E191 - The Process of Developing a CAAS Group
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Aug 6, 20241 min read
E190 - Change Management
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Jul 30, 20241 min read
E189 - A CIO's Perspective on Building Buy-In
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Jul 23, 20241 min read
E188 - Product Power-Up: Navigating Heavy Lifts in the Tech World
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Jul 16, 20241 min read
E187 - Strategies for Smooth Relationship Transitions
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Jul 2, 20241 min read
E186 - Top 5 Priorities for HR Leaders
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Jun 25, 20241 min read
E185 - Shifting Gears: Transforming Infrastructure for Growth
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Jun 18, 20241 min read
E184 - The Top 10 High Performance HR Practices
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Jun 11, 20241 min read
E183 - Boomer Circle Summit
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Jun 4, 20241 min read
E182 - How Technology Will Help Beat Burnout
On this episode of the Boomer Briefing Podcast, Sandra Wiley has a quick discussion on Technology and Burnout.
Boomer Consulting, Inc.
May 28, 20241 min read
E181 - Charting the Course: Crafting Your Future with Boomer Knowledge Network
On this episode of the Boomer Briefing Podcast, Jim Boomer talks to Jacqueline Lombardo about the Boomer Knowledge Network
Boomer Consulting, Inc.
May 21, 20241 min read
E180 - C-Suite Tips and Tricks for Transitioning from One MP to the Next
On this episode of the Boomer Briefing Podcast, Sandra Wiley talks to Jess Camp bout transitioning from one Managing Partner to the next.
Boomer Consulting, Inc.
May 14, 20241 min read
E179 - What is the Boomer CAAS Circle?
On this episode of the Boomer Briefing Podcast, Sandra Wiley talks to Jim Boomer about the Boomer CAAS Circle.
Boomer Consulting, Inc.
May 7, 20241 min read
E178 - Retention Challenges Within the Accounting Profession
On this episode of the Boomer Briefing Podcast, Jon Hubbard, Shareholder and Chief Growth Officer talks to Geoffrey Brown.
Boomer Consulting, Inc.
Apr 30, 20241 min read
E177 - Eagle U: Transforming High School and College Paths
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.
Boomer Consulting, Inc.
Apr 23, 20241 min read
E176 - Leading Like a Coach: Building Teams for Success
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Apr 16, 20241 min read
E175 - Get to Know Deanna Perkins
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Apr 9, 20241 min read
E174 - Billing Time vs. Delivering Value: Shifting Mindsets in the CPA Industry
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Apr 2, 20241 min read
E173 - Optimizing Resources: The Intersection of Project Management, Resource Management and AI
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Mar 26, 20241 min read
Part 2: E172- Tech Talk: Harnessing the Power of AI in Your Firm's Future
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Mar 19, 20241 min read
Part 1: E172- Tech Talk: Harnessing the Power of AI in Your Firm's Future
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Mar 12, 20241 min read
E171 - Mastering Growth: Nurturing a Culture of Continuous Improvement Through Training
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Mar 5, 20241 min read
E170 - Business Development The Coordination of Your Marketing and Sales Strategies
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Feb 27, 20241 min read
E169 - How to Evolve Your Firms L&D Program
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Feb 20, 20241 min read
E167 - How to Effectively Communicate Internal Change
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Feb 6, 20241 min read
E166 - Automated Reporting Using PowerBI
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Jan 30, 20241 min read
E165 - The Impact of Marketing in Your Firm
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Jan 23, 20241 min read
E164 - Get to Know Erin McCormick
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Jan 16, 20241 min read
E163 - Components of an Exceptional CAAS Practice
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Jan 9, 20241 min read
E162 - Transitioning Into the Role of CIO
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Boomer Consulting, Inc.
Jan 2, 20241 min read
E161 - The Evolution of Growth Trends: 2023 and into 2024
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode Jim...
Boomer Consulting, Inc.
Dec 19, 20231 min read
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