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Prepare for an Exciting World of Change
The word change pops up in nearly every article we read, conference we attend, internal planning meeting we hold, or client conversation...
Oct 23, 20243 min read


E190 - Change Management
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Jul 30, 20241 min read


Seeking Buy-In for Process Improvement? 100% Is Not the Goal
In our work with firms, we talk a lot about buy-in. Whether we’re implementing new software or improving processes, every firm wants its people to get on board and excited about the future. While buy-in is essential, we also find that sometimes those expectations are unreasonable. You’ll never achieve 100% buy-in, and if that’s what you’re waiting for to make a change, you’re setting yourself up for failure. You can succeed by anticipating resistance and understanding how thi
Jan 22, 20243 min read


E158 - The Evolution of Process Trends: 2023 and into 2024
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode Arianna...
Nov 28, 20231 min read


5 Trends Fueling the Future of Process
Staying at the forefront of smart, intentional change in your firm can be tough. Technology and best practices change quickly. So how can you keep up the momentum and generate support from your team? That’s a challenge virtually every process manager, project manager and change leader faces today. But members of our Boomer Process Circle have an advantage over people out there trying to handle it on their own: a network of peers facing the same opportunities and challenges. T
May 24, 20234 min read


The Next Level of Process Improvement
Managing a growing firm and serving clients is a challenge. It requires multiple people, applications and processes. To deal with the complexity, lower costs, boost productivity, increase accuracy and support greater efficiency, firms undergo process improvement initiatives. However, the approaches of process improvement you used yesterday may not work today or in the future. Automation, outsourcing and skill shifts impact what works, what doesn’t and what your firm can do to
Oct 21, 20223 min read


E101 - How to Master the Art of Influence
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Oct 11, 20221 min read


E96 - How to Live a Culture of Outcomes and Accountability
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Sep 6, 20221 min read


E91 - The Exponential Firm: Expanding Your Capacity and Capability
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Aug 2, 20221 min read


E66 - Change Leadership: Focus on the Opportunities Not the Fear
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Feb 8, 20221 min read


Change Leadership: Focus on the Opportunities, Not the Fear
Change is constant in a CPA firm today. This week alone, you and your team may navigate the challenges that come with a blended work...
Jan 11, 20225 min read


E38 - Essential Measurements of Firm Culture
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Jul 20, 20211 min read
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