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E308 - What happened in the Fall 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. In this episode, Amanda Wilke and Arianna Campbell share highlights from the latest Boomer Process Circle meeting, where firm leaders came together to discuss AI, centralization, and the evolving connection between process, project, and change management. From how firms are building awareness and adoption of AI to rethinking central

5 days ago1 min read

E307 - What happened in the Fall 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. In this episode, Jim Boomer and Jacqueline Lombardo share highlights from the latest CAAS Circle meetings, where leaders of client accounting and advisory services came together to discuss growth, pricing, technology, and talent. From the rising urgency around AI adoption and upskilling to rethinking pricing strategies and packaging

Jan 61 min read

E306 - What happened in the Fall Marketing & BD Circle Meeting

Welcome to the Boomer Briefing Podcast – your 20-minute (or less) insight into the conversations shaping the future of the accounting profession. In this episode, Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting, and Heather Robinson, Marketing Manager, share highlights from the latest Marketing & Business Development Circle meeting. This meeting focused heavily on industry go-to-market strategy—how firms can clarify their target industries, clean and or

Dec 19, 20251 min read

E305 - What happened in the Fall Operations 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 share highlights from the latest Operations Circle meeting, where operational leaders explored strategies to strengthen firm infrastructure and support sustainable growth. From reimagining office space in a hybrid world to taking a holistic approach to resource management, this discussion

Dec 9, 20251 min read

E304 - What happened in the Fall Talent 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 share highlights from the latest Talent Circle meeting, where HR and talent leaders came together to tackle the challenges and opportunities shaping their firms. From the strategic role of HR in firmwide planning to building a culture of clarity and accountability in feedback, this convers

Nov 21, 20251 min read

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

Nov 11, 20251 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

Oct 28, 20251 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

Oct 14, 20251 min read