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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

Transformation doesn’t happen by accident. It takes the right people, clear roles and shared accountability. This article explores how firms can build transformational teams that align people, process and technology to drive sustainable change—and why dedicated roles in process, project and change management make the difference.

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

Change doesn’t succeed because of platforms—it succeeds because of people. Learn how to empower your team with the right communication, training, and peer support to drive sustainable transformation in your firm. Discover practical steps for reinforcing change and building a firm that thrives in times of transition.

Technology drives process change, but true efficiency comes from aligning IT, process redesign, and firm-wide adoption strategies.

CPA firms can incorporate AI into continuous improvement efforts to boost efficiency, streamline workflows and maintain a competitive edge.

Maximize ROI on tech in accounting firms by ensuring clear responsibility handoffs for full utilization, enhancing client service and talent

The rate of change in the accounting profession is greater than ever, and there are no signs of slowing down. Integrating technology with st

The professionals in accounting firms are no strangers to engagement management—setting up timelines for client deliverables, effectively managing client expectations, and ensuring they never miss a deadline. Now, more firms are recognizing the importance of project management in driving efficiency and success. But what is project management? How does it differ from engagement management? And what project management tools should firms use to track projects and hold team memb

Today's accounting firms increasingly rely on digital tools, software and automation to provide efficient and accurate services. The costs associated with staying technologically competitive have surged. The COVID-19 pandemic further accelerated the need for digital solutions as remote work and virtual client interactions became the norm. To meet these challenges, many accounting firms are revisiting the concept of charging a "technology fee" to offset their technology-relate

In our deadline-driven profession, certain times of the year are off-limits for technology changes. Accounting professionals are busy preparing tax returns, performing audits, or helping clients plan for the coming year. For technology professionals, the top priority during the busy season is keeping the lights on and everyone up and running. However, it’s also a great time for technology planning. Getting a head start on planning allows your department to hit the ground runn

It's the age-old question for firms: which comes first, technology or process? Summer is the season for implementing new technology in our profession, and many firms invest in new technology without considering how their processes will need to change. As a result, they wind up trying to shoe-horn their existing processes into the technology, leading to complications and failures in implementation. Fortunately, there's a right way to approach selecting and implementing new tec

Soon busy season will be over, and we’ll head into conference season, where firm leaders will hear about the latest and greatest tools and applications in the industry. What happens when they return to their firms? Often, the first thing firm leaders do is task their IT teams with implementing them. We love to see that kind of enthusiasm for technology, but before diving head-first into product demos, take a step back and think about what you hope to solve by implementing ne

We all know how busy this time of year is. You and your team are dealing with high-pressure deadlines and client demands and hoping the new processes and technology you implemented ahead of busy season run smoothly. Most firms will put process improvement on hold for the next few months. But did you know that despite the chaos around your office, continuous improvement can remain an integral part of your day? Don't worry—I'm not suggesting you need to add hours of work to you