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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...
Mar 19, 20243 min read
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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...
Mar 4, 20242 min read
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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
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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...
Sep 6, 20233 min read
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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...
Jul 11, 20231 min read
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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....
Jun 20, 20231 min read
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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...
Jun 6, 20231 min read
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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....
May 30, 20231 min read
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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...
Mar 21, 20234 min read
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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...
Jan 17, 20234 min read
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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...
Oct 25, 20221 min read
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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...
Jul 19, 20221 min read
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The Vision of Success
Previously Published in Accounting Today | November 2021 Each individual’s definition of success is personal, yet individuals and firms...
Feb 8, 20226 min read
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