E301 - What happened in the Spring Managing Partner Circle Meeting

Welcome to the Boomer Briefing Podcast – your 20-minute insight into the conversations shaping the future of the accounting profession.

In this episode, Jim Boomer and Marc Stout unpack the highlights from the latest Managing Partner Circle meeting, where firm leaders gathered to explore what’s working - and what’s next.

From revisiting compensation models to better align with firm vision, to the growing importance of project management and leadership pipelines, this conversation covers the real-world challenges facing today’s managing partners. You’ll hear key takeaways on how firms are adapting to new technologies like AI, using metrics to drive improvement, and rethinking succession planning to ensure sustainable growth.

Whether you’re focused on leadership transition, technology adoption, or refining firm strategy, this episode offers practical insights and peer-driven strategies to help your firm navigate change with confidence.

💡 Explore the Boomer Managing Partner Circle and our other Circle communities

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Marc Staut:

• Twitter: @CPATechGeek

• LinkedIn: @mstaut

Jim Boomer:

• Twitter: @jimboomer

• LinkedIn: jimboomer

For more information about Boomer Consulting, visit boomer.com