Technology in Action: Insights from the Boomer Circle Summit

By Heather Robinson 

Marketing Manager 

Boomer Consulting, Inc.

Technology is reshaping the accounting profession, and at this year’s Boomer Circle Summit, firm leaders explored how to harness it for meaningful impact. Several sessions highlighted the importance of digital fluency, automation and data-driven decision-making as firms prepare for the future. 

Driving success through data: Integrating analytics in HR and operations 

Jacqueline Lombardo and Chris Rochford showed how predictive analytics can move firms from reactive to proactive decision-making. By analyzing HR and operations data, firms can forecast staffing needs, identify bottlenecks and balance workloads before issues escalate. 

Too often, data remains siloed or underutilized. The session emphasized the need for data governance, integration and actionable insights because analytics is only valuable when it informs decisions. 

Firms that invest in predictive analytics gain the foresight to address challenges before they become costly problems. 

Creating technological fluency: Embracing AI, augmentation and digital upskilling 

Marc Staut explored the concept of digital fluency, or the ability of all team members, not just IT team members, to confidently engage with digital tools and AI. With many firms still underutilizing advanced technologies, building fluency through training and digital champions is no longer optional. 

He stressed a critical mindset shift: leveraging AI isn’t about replacing human expertise but augmenting it. Firms that invest in training and create a culture of experimentation unlock capacity and empower professionals to deliver greater strategic value. 

Building digital fluency firmwide creates resilience and ensures technology investments translate into real performance gains. 

Automation in action: Real-world use cases for accounting firms 

Circle members Bob Fink and Don Logan shared practical examples of how firms are applying automation across tax, audit, client onboarding and back-office operations. From robotic process automation (RPA) to low-code/no-code platforms, the session demonstrated how automation reduces manual work, improves accuracy and creates capacity for higher-value activities. 

They also cautioned that successful automation requires alignment with firm strategy, thoughtful process evaluation and attention to change management. 

These sessions reinforce the idea that future-ready firms: 

• Use analytics to anticipate and solve problems before they occur 

• Build digital fluency across all levels of the firm, not just the IT team 

• Deploy automation strategically to enhance client service and efficiency 

When firms align technology with strategy, they gain agility, insight and a competitive edge. 

If your firm is ready to strengthen its technology strategy, connect with a Solutions Advisor. Together, we can help you put these Summit insights into action and build a digitally fluent, future-ready firm.