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Inside the Fall 2026 Operations Circle

7 hours ago
1 min read

The role of Operations leaders inside accounting firms is evolving.


As firms rethink traditional business models, adopt AI and look for new ways to drive profitability, Operations leaders are being challenged to move beyond managing processes and focus on improving firmwide performance. That means rethinking how success is measured, strengthening accountability and creating structures that support sustainable growth.


The question for Operations leaders is: How do you build an operating model that supports where your firm is headed?


Inside the Boomer Operations Circle, leaders are working through these challenges together. They're comparing approaches to measuring profitability beyond billable hours, connecting accountability to firm strategy and exploring how technology and career development are changing the way firms operate.


Our latest Inside the Operations Circle report gives you a look at what's emerging from those conversations, including:


  • Why firms are exploring performance measures beyond utilization and realization

  • How Operations leaders are connecting accountability, compensation and strategic priorities

  • Why AI adoption and career development require more intentional structure

  • Approaches firms are testing around value-based pricing, AI integration and competency-based career development

  • Questions to take back to your own firm



The next stage of operational maturity isn't just about improving efficiency. It's about connecting the firm's people, processes, technology and performance measures to create a stronger foundation for growth.


Inside the Boomer Operations Circle, leaders gain valuable perspectives from peers navigating these same decisions and find practical ways to move their firms forward.

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