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The Power of Learning & Development in 2024
Based on my conversations with talent and learning and development (L&D) leaders from firms across the country, the profession is finally starting to “get it.” Every individual within a firm needs to be upskilling and reskilling. Leaders from forward-thinking firms recognize the critical role that L&D plays in ensuring their teams are competent in their current roles and equipped with the skills necessary to adapt and thrive in an ever-changing environment. Upskilling and
Feb 27, 20243 min read


E169 - How to Evolve Your Firms L&D Program
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...
Feb 20, 20241 min read


Preparing Tomorrow's Leaders: Fast-Tracking Talent to Partnership
For today's firm leaders, one of the most pressing challenges isn't just attracting talent, but also holding on to them and preparing them for partnership. The traditional trajectory to partner status took well over a decade. However, many firms are accelerating that pathway in today's fast-paced and highly competitive accounting labor market and with changing generational expectations. Leading firms are looking at faster promotion tracks to stay competitive and hold onto the
Oct 10, 20233 min read


Embracing Change: Rebranding and Marketing Your Firm for the Future
In today's rapidly evolving business landscape, accounting firms are undergoing significant transformations to adapt to the changing...
Oct 10, 20233 min read


How to Start a Learning & Development Department in Your Firm
Not long ago, creating a dedicated learning and development role in a CPA firm was unheard of. Most firms simply put someone in charge of tracking CPE hours, viewing it as a compliance exercise rather than a talent development strategy. Where do you start if your firm recently elevated the role of learning and development and you're building the department from scratch? With proper planning, management skills, support systems, and creative ideas, you can transform your firm f
Oct 10, 20235 min read


Cultivating the Advisory Accountant
The accounting profession is undergoing a major shift. With automation and artificial intelligence (AI) taking over many routine tasks,...
Oct 10, 20233 min read


E149 - Supporting the Emerging L&D Leader
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...
Sep 26, 20231 min read
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