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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

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 in the accounting profession isn’t slowing down—it’s accelerating. Learn how to spot early signals, audit your habits, and build adaptability so you can stay future-ready. This article from Arianna Campbell shares practical ways to strengthen your change readiness and help your firm thrive through ongoing transformation.

Practical strategies for change leadership in accounting. How partners lead transformation by modeling mindset shifts and turning strategy into action.

Communication is integral for any accounting firm, no matter the size. Without clear internal and external communication, chaos is bound to occur. That’s why it’s essential to remember that while we might use automation to facilitate communication, automation will never replace communication. Internal communication Many firms use an automated workflow solution that allows reviewers to enter review notes for preparers and track those review notes as they are addressed or resol

When firms plan to make significant changes, such as implementing new software or improving an existing process, leaders often have questions about ensuring a high level of buy-in. The hope is that everyone will get on board from the beginning, and it will be smooth sailing. The reality is that not everyone is going to buy in. In fact, from our experience, a small percentage of people will resist a new change no matter what.  This resistance to change can be frustrating, but

Connecting employee and client experience drives growth and loyalty.

We are thrilled that our very own Sandra Wiley, Shareholder and President and Arianna Campbell, Shareholder and Consultant were selected...

Post by: Arianna Campbell, Director In early 2020, before the arrival of COVID-19 in the U.S., nearly 7 million people (3.4% of the population) were working remotely. Now, as we’re more than halfway through the year, that number has grown by leaps and bounds. It’s an acceleration of a trend that was already happening, and remote work is here to stay for many professionals and firms. According to Accounting Today , 88% of firms with 50 or more full-time employees are planning