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Leadership capacity doesn’t happen by accident. Takeaways from the 2026 Boomer Circle Summit explore succession planning, independence, accountability and what leaders must build today to prepare their firms for what’s next.

Process improvement doesn’t stick because of a strong kickoff. Explore lessons from the Boomer Circle Summit on building accountability, creating capacity and reinforcing change so better ways of working become part of how your firm operates.

AI success isn’t about finding the next tool. Technology conversations at the 2026 Boomer Circle Summit focused on the foundations firms need to turn AI investments into results, including clean data, clear governance, strategic alignment and a culture that supports adoption.

Many firms are using AI to speed up tasks, but the real opportunity is much bigger. This article explores how AI is transforming firm operations by embedding intelligence into workflows, improving decision-making, revealing process insights, and helping leaders create more efficient, scalable, and data-driven organizations.

Growth in today’s accounting firm isn’t just about generating demand—it’s about building the systems that sustain it. From pricing strategy to client experience and data-driven decisions, firms must rethink how growth works at a structural level to stay competitive and profitable.

Talent development doesn’t start with recruiting. It starts earlier. Eagle U is a leadership and career development program that helps students ages 15–25 build confidence, clarity, and practical life skills. Learn why nominating a student for an Eagle U scholarship is a meaningful, long-term investment in the future of leadership—and how your firm can take part.

Hybrid work doesn’t fail because people are disengaged—it fails when belonging isn’t designed. This article explores how accounting firms can build inclusive, high-performing hybrid teams by addressing proximity bias and creating intentional systems for connection, recognition, learning, and growth—without forced fun or surface-level fixes.

Renaming your firm is more than updating a logo—it’s a strategic shift that affects clients, team members, and every brand touchpoint. This article walks firm leaders through researching a new name, planning the rollout, communicating the change, and executing a smooth, confident transition.

At the 2025 Boomer Circle Summit, leaders explored how firms can strengthen talent strategies in times of change. Key takeaways included embracing neurodiversity as a competitive advantage, using predictive analytics to address staffing and burnout, and equipping new managers with people-first leadership skills. These insights can help your firm create a thriving, future-ready workplace.

At the Boomer Circle Summit, firm leaders explored strategies for driving sustainable growth without sacrificing culture or values. Key takeaways included building a firmwide growth mindset, measuring the right behaviors, leveraging data-driven marketing, and aligning strategies with organizational values. Learn how to create growth that lasts and strengthens client relationships.

At the 2025 Boomer Circle Summit, firm leaders explored how strong processes fuel growth, efficiency, and resilience. Sessions highlighted frameworks for managing change, leveraging data for better decision-making, and building client buy-in. Learn how structured processes help your people, technology, and clients move in the same direction to create lasting impact.

At the Boomer Circle Summit, leadership stood out as a driving force for CPA firms’ future success. Sessions explored succession planning, manager development, and balancing growth with firm values. The takeaway: strong leadership isn’t limited to the C-suite—it’s cultivated at every level to drive stability, innovation, and sustainable growth.

At the 2025 Boomer Circle Summit, firm leaders explored how technology can drive efficiency and innovation. Sessions highlighted predictive analytics for HR and operations, building digital fluency across teams, and real-world automation use cases. Learn how aligning technology with firm strategy empowers accounting firms to become more agile, insightful, and future-ready.

From culture and private equity to AI and firm growth, the 2025 Boomer Circle Summit sparked meaningful conversations and connections. In this recap, we highlight favorite moments and shared insights from Circle members and sponsors across the profession.

Accounting firms can choose the right AI tools by aligning technology with internal processes to identify solutions that deliver real value.

Building a culture of trust, growth, and recognition is key to employee retention. Invest in your team to drive long-term success.

Seamless client experiences need cross-department collaboration, clear roles, and the right tools to enhance communication and consistency.

Three skills that require zero talent and can help you become more valuable in your career.

Pop quiz: What do BackRub, Blue Ribbon Sports and AuctionWeb have in common? Hint: You probably know these companies better by their current names: Google, Nike and eBay. If you guessed, “They’re all companies that changed their name,” give yourself a pat on the back! I always find it interesting to hear about giant brands that change their names, but smaller companies also do. Your firm might want a name change to better align with new services or new ownership or because yo

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