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Welcome to the Boomer Briefing Podcast—your 20-minute insight into the conversations shaping the future of the accounting profession. In this episode, Arianna Campbell and Amanda Wilkie recap key takeaways from the Spring 2026 Process Circle meeting, where change agents from across the firm—spanning process, project, and innovation roles—came together to share what’s driving real progress. From practical process improvements shared during Circle Exchange to more structured ap

Navigating through change is critical for accounting firms aiming to stay ahead in a rapidly evolving profession. The drive for transformation can stem from various needs, from integrating the latest technology to keeping up with new regulatory demands or elevating client service levels. Yet organizational change can be difficult for your team members. Most people prefer predictability and stability in their lives—especially at work. Learning how to lead change effectively