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E410 - What happened in the spring CAAS 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 Jon Hubbard recap the Spring 2026 CAAS Circle meetings, where CAS leaders explored the trends driving growth and transformation across the profession. From practical AI use cases and advisory skill development to modern pricing strategies, client onboarding, and performance measurement, the conversation highlight
Aug 251 min read


E409 - What happened in the Spring Technology Circle meeting
Welcome to the Boomer Briefing Podcast—your 20-minute insight into the conversations shaping the future of the accounting profession. On this episode, Marc Staut and Chris Rochford recap the latest Boomer Technology Circle meeting, where firm and technology leaders came together to discuss the accelerating pace of change across the profession. From AI governance and automation strategy to cybersecurity, leadership alignment, and emerging technologies, the conversation focused
Aug 111 min read


E408 - 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 Staut recap the latest Managing Partner Circle meeting, where firm leaders came together to discuss the evolving realities of leadership, growth, client experience, and AI in today’s profession. They explore how firms are rethinking traditional success metrics, why AI is becoming a leadership imperative—not
Jul 281 min read


E407 - What happened in the Spring Tax Circle meeting
Welcome to the Boomer Briefing Podcast—your 20-minute insight into the conversations shaping the future of the accounting profession. On this episode, Jon Hubbard and Jim Boomer recap the first-ever Tax Leader Circle meeting, where tax leaders from forward-thinking firms came together to discuss the future of the tax practice. The conversation explored how AI and emerging technologies are reshaping tax workflows, creating new capacity opportunities, and forcing firms to rethi
Jul 141 min read


E405 - What happened in the Spring Audit Circle meeting
Welcome to the Boomer Briefing Podcast—your 20-minute insight into the conversations shaping the future of the accounting profession. On this episode, Jon Hubbard and Jim Boomer recap the first Audit Leader Circle meeting, where audit leaders came together ready to share, collaborate, and build a trusted peer network from day one. The conversation centered on how the audit business model is evolving, with a strong focus on AI, emerging technologies, and the ripple effect thes
Jun 161 min read


E402 - What happened in the Spring 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 recap the latest Talent Circle meeting, where HR and talent leaders explored the trends shaping their role and their firms. From the growing influence of AI on how work gets done to the evolving complexity of workforce capacity planning, the conversation highlights how talent leaders are n
May 51 min read


Why You Should Attend the Boomer Circle Summit
The landscape of the accounting profession is changing.
Apr 30, 20243 min read
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