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Industry Insights:
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Make Sure Your Transformation Initiatives Support Firm Culture
Transformation doesn’t fail because of strategy. It fails when leaders overlook how change shows up for people. This article outlines five critical areas clarity, consistency, communication, collaboration, and continuous improvement that help firm leaders ensure transformation strengthens culture instead of straining it.
Feb 164 min read


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
Jan 201 min read


Building Transformational Teams
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.
Jan 133 min read


The Secret to Enforcing Consistent Processes
A common question in our Boomer Process Circle gatherings is how to enforce consistent processes and procedures in a firm. It’s a valid concern. After all, firms invest a lot of time and resources into improving and refining their processes, so they want those changes to stick. However, it’s essential to recognize that you can’t impose true accountability; you have to nurture it through deliberate and strategic actions. In this article, we’ll outline these actions, focusing
Feb 6, 20243 min read


How to Create & Empower a Cross-Functional Team
Creating efficient and effective processes and continually improving those processes is key to sustainable success in an accounting and advisory firm. However, cultivating this environment is often easier said than done. It requires a commitment to constant change, a willingness to embrace that change and—perhaps most importantly—the right people leading the charge. Enter the cross-functional team—a diverse group of individuals from different levels and departments who bring
Oct 19, 20234 min read


Introducing the Boomer Circle Summit
Boomer Consulting's peer communities started in 1999 with just one group: the Boomer Technology Circle. Over the years, our communities have grown to include four Technology Circles as well as eight more: the Boomer Talent Circle, the Boomer Managing Partner Circle, the Boomer Operations Circle, the Boomer CIO Circle, the Boomer Business Transformation Circle, the Boomer Process Circle, the Boomer Marketing & Business Development Circle, and the Boomer Learning & Development
Aug 29, 20233 min read


Practical Uses & Policies for Using Generative AI in an Accounting Firm
In the accounting profession, it's critical to stay ahead of the curve when it comes to technological advancements shaping how you do...
Aug 29, 20234 min read


Social Moments from the BTC Summit 2023
Our Boomer Technology Circles and Boomer Process Circle members have returned to their firms after our most recent Boomer Technology...
Aug 28, 20232 min read


Which Comes First: Technology or Process?
It's the age-old question for firms: which comes first, technology or process? Summer is the season for implementing new technology in...
Jul 11, 20233 min read


The Path to Automation
As a leader in your firm, you're always looking for ways to increase efficiency, maximize your team's strengths and find better ways to...
Mar 21, 20233 min read
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