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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, Jim Boomer and Marc Staut share highlights from the latest Technology Circle meetings, where tech and firm leaders dug into what’s changing—and what’s coming next. They cover top security concerns, the rapid growth of AI use cases across the firm, and the surge of new tools in practice management and audit. Jim and

Technology consulting can feel threatening to internal IT teams—but it doesn’t have to be. In this article, Marc Staut shares what he wishes he’d known earlier: how outside advisors can validate IT’s ideas, reset expectations, prioritize projects, and give tech teams the champions they need to help the firm move further, faster.

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

Do you ever feel overwhelmed by an overflowing email inbox, looming client deadlines, and a list of tasks that never seems to end? Anyone...

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

Our Boomer Technology Circles and Boomer Process Circle members have returned to their firms after our most recent Boomer Technology...

TAs a leader in your firm, you know that staying on top of trends and technology in the accounting profession is vital for success. You also recognize how valuable sharing knowledge and engaging with professionals facing similar challenges can be. But are you the only person in your firm engaging in that peer community? If so, you could miss some valuable benefits of attending with your team. Attending our Boomer Circle communities as a team has become integral to many succe