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E201 - Trend Update: Ideation & Experimentation
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...
Oct 29, 20241 min read


Innovative Service Ideas: Expanding Beyond Traditional Offerings
Today, every CPA firm is looking to add value to its service offerings.
Jul 19, 20243 min read


SafeSend Reports Record-Breaking Year with 83% YoY Usage Growth: Product Innovation & Roadmap Investment to Deliver Single-Point Solution for Unmatched Client Experience
ANN ARBOR, Mich., March 20, 2024 — SafeSend, the leading provider of automation technology for tax and accounting firms, reported an 83%...
Mar 20, 20244 min read


Creating a Structures Process for Innovation in Your Firm
As accounting firms face unprecedented technological advancements and shifting market demands, more leaders are looking to their teams to bring ideas for software and innovations that can enhance efficiency and help the firm maintain a competitive edge. However, innovative firms need a structured process to evaluate and incorporate these innovations into the firm. While the process might vary from organization to organization, this article delves into why a defined proces
Mar 19, 20244 min read


Revolutionizing Learning and Development: Harnessing AI and Avatars for Upskilling
The accounting profession and the broader world are changing rapidly. To keep up, it’s crucial for professionals to continuously learn and develop new skills. As your firm strives to remain competitive, groundbreaking technologies, such as artificial intelligence (AI) and avatars, can revolutionize your learning and development (L&D) initiatives. So let’s discuss how these transformative tools can significantly enhance learning experiences and improve employee retention and
Feb 6, 20243 min read


E157 - The Evolution of Leadership 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 Sandra...
Nov 21, 20231 min read


E156 - What's in My Bag?
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...
Nov 14, 20231 min read


E154 - AICPA's and CPA.com's Efforts Around Emerging Technologies
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...
Oct 31, 20231 min read


Two Honored for "Bridging the Gap" at Boomer Technology Circles™ Summit
[Kansas City, MO, August 15, 2023] – Two individuals took home "Bridging the Gap" awards after being honored on August 15 by Boomer...
Aug 15, 20232 min read


Collaborate to create innovative solutions, foster creativity and develop strong relationships
Sean Smith, Chief Marketing Officer at Schneider Downs, is used to being a right-brained person in a left-brained company. He joined the...
Jul 27, 20233 min read


Innovation & Communication…the great differentiators!
Automation and outsourcing are not enough to sustain success and remain future ready in the accounting profession. Challenges are continuous and occurring at an increasing rate for all firms and their clients. If your clients didn’t have dangers and opportunities, they wouldn’t buy your services. Remember, leaders focus on improving what is working, while managers tend to focus on what isn’t working. Self-disruption is indicative of a clear vision and isn’t always appreciated
Jul 25, 20233 min read


The Benefits of Employee Resource Groups
In today's dynamic and diverse workplace, organizations must evolve their diversity, equity and belonging (DEB) strategies. One way to do this is by creating employee resource groups (ERGs). ERGs are a powerful way to foster a sense of belonging and engagement, aid in the recruitment and retention of talent, and provide employees with personal and professional development. Why should your firm have an ERG? ERGs play a critical role in creating an inclusive workplace culture
Jun 13, 20233 min read


Exciting Things to Look Forward to at ExpensiCon 2023 in Italy
ExpensiCon is this week and will take place in Puglia, Italy, from May 18 to 22, 2023. This invite-only retreat for accounting professionals is an annual event organized by Expensify, a global software company that empowers businesses and individuals with an expense management system and a business credit card. ExpensiCon will bring together accounting professionals and industry leaders from around the world to share ideas, network and learn about the latest developments in t
May 16, 20233 min read


Motivating & Engaging the Next Generation of Firm Leaders
Ask any partner in an accounting firm what’s keeping them up at night, and many will answer it’s retaining their staff—especially the superstar employees they hope will lead the firm into the next decade and beyond. Unfortunately, many young professionals in your firm aren’t interested in “making partner.” The problem isn’t a lack of motivation or ambition. It’s that they can’t picture their future in a firm that isn’t transforming to remain successful. When you create a visi
Feb 28, 20234 min read
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