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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, 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

More firms are expanding their advisory services and looking for ways to help their staff develop the skills needed to deliver high-value services to clients. In many firms, only partners provide advisory services to clients. Those partners learned their problem-solving skills over decades of working in the profession, supplemented by occasional "soft skills" workshops. But to meet the changing demands of clients, we need to be able to develop staff at all levels to be more c