Leading Organization Change: 10 Steps to Become a Change Agent
Navigating through change is critical for accounting firms aiming to stay ahead in a rapidly evolving profession. The drive for...
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Mar 42 min read
Leading Through Change: Essential Skills for Firm Leaders
Today’s CPA firm leaders face the daunting task of navigating their organizations through constant change. The ability to lead...
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Nov 21, 20231 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...
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Sep 6, 20233 min read
Developing the Client Advisory Professional
More firms are expanding their advisory services and looking for ways to help their staff develop the skills needed to deliver high-value...
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Jul 11, 20231 min read
E138 - The Crucial Role of Succession Planning in Every Firm
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...
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Jun 20, 20231 min read
E135 - Visioning and Strategic Planning with Bill Dunton
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host L....
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Jun 6, 20231 min read
E133 - Creating a Future-Focused Approach to Resource Allocation
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host...
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May 30, 20231 min read
E132 - The Importance of a Vision & Strategic Plan
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host L....
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Mar 21, 20234 min read
The Big Picture
If you're a CPA firm leader looking to take your firm to the next level of growth, it can be daunting to think about all the potential...
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Jan 17, 20234 min read
Leading and Adapting Through Complexity and Uncertainty
With all the disruption and uncertainty in today's world, leading a CPA firm can feel like navigating uncharted waters. While it may seem...
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Oct 25, 20221 min read
E103 - Why Learning Skills and Career Pathways is Important in Your Firm
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, the...
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Jul 19, 20221 min read
E89 - Why an Innovation Process Leader is Necessary
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
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Feb 8, 20226 min read
The Vision of Success
Previously Published in Accounting Today | November 2021 Each individual’s definition of success is personal, yet individuals and firms...
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