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Highlight Reel: Operations Circle - Spring 2025

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In this Reel, we’re sharing key takeaways from the Spring 2025 Boomer Operations Circle. In under 10 minutes, you’ll hear how firms are leveraging non-traditional roles, like project managers and tech-focused staff, to drive innovation and efficiency. We also explore strategies for future-proofing operations—from building an M&A playbook to improving accountability, documenting firm processes, and strengthening mentorship programs. Plus, hear how firms are testing new business models with AI, rolling out project management tools, and exchanging high-impact operational insights with their peers.


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🎧 Catch up on more Circle takeaways with other Boomer Highlight Reels


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Thank you for tuning in to our Highlights Reel - where strategic conversations and practical takeaways meet, one Circle at a time.



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