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Learning from other operations professionals to support firm growth and accelerate success
Member Spotlight: Christi Williams Cruzen, Firm Administrator Firm Name: CRS CPAs Location: Jackson, TN # of Offices: 6 # of Partners: 6...
Oct 11, 20233 min read


E151 - Measuring Success: Analyzing the Impact of Data Governance
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...
Oct 10, 20231 min read


E150 - Growing your Firm’s Advisory Service
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host...
Oct 3, 20231 min read


The transformative power of community and collaboration
Firm Name: REDW Advisors & CPAs Location: Albuquerque, NM # of Offices: 3 # of Partners: 40 # of Employees: 250 The transformative power...
Sep 21, 20233 min read


Personal growth and firmwide gains stem from building peer relationships
Michelle Crow, CEO and Owner of Varney & Associates, may have been destined for a career in accounting. When touring colleges and trying...
Aug 23, 20233 min read


E144 - Tech-Driven Success: Embracing CAS for a Whole Suite Approach
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Aug 22, 20231 min read


E142 - How Becoming a Thought Leader Can Benefit 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...
Aug 8, 20231 min read


Collaborate to create innovative solutions, foster creativity and develop strong relationships
Sean Smith, Chief Marketing Officer at Schneider Downs, is used to being a right-brained person in a left-brained company. He joined the...
Jul 27, 20233 min read


E138 - The Crucial Role of Succession Planning in Every 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...
Jul 11, 20231 min read


E137 - The Importance of People-Inspired Resource 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...
Jul 4, 20231 min read


E135 - Visioning and Strategic Planning with Bill Dunton
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host L....
Jun 20, 20231 min read


E133 - Creating a Future-Focused Approach to Resource Allocation
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host...
Jun 6, 20231 min read


E132 - The Importance of a Vision & Strategic Plan
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host L....
May 30, 20231 min read


E131 - 3 Ways to Develop, Upskill and Educate in the Year Ahead
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, Boomer...
May 23, 20231 min read


PART 2: E129 - How to Develop a People First Culture
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, Boomer...
May 9, 20231 min read


PART 1: E129 - How to Develop a People First Culture
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, Boomer...
May 2, 20231 min read


E126 - The Importance of Learning and Development in Accounting Firms
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host...
Apr 11, 20231 min read


E122 - The Evolving Role of the CMO in Accounting Firms
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Mar 14, 20231 min read


Learning Leadership, Life Skills & Confidence with Eagle U!
Every parent wants to equip their children with the life skills and academic qualifications to become confident, responsible and...
Feb 8, 20224 min read


Chris Barnes of Howard LLP Featured in Toggle
We love it when our clients get some well-deserved attention for the amazing things they’re doing in the profession. One such example is Chr
Sep 22, 20201 min read
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