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Q1 2026
The Boomer Managing Partner Quarterly Report


Positioning Yourself to Be a Partner – Your Way!
“To live a creative life, we must lose our fear of being wrong.” – Joseph Pierce If you’re a rising star in your firm, you’ve most likely been asked, “Do you aspire to reach the partner level?” The answer could be “absolutely,” “never” or “I have no idea.” The challenge is that most of the time, the answer has a second part: “Not the way current partners are today.” So, how do you design a career that includes going to the ownership level in a way that feels authentic to you?
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E197 - Leaders Need to Lead
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...


Changing Work/Life Balance Expectations in the Accounting Profession
In recent years, there’s been a noticeable shift toward demand for a healthier work/life balance.


Identifying and Nurturing Future IT Leaders Within Your Firm
Leadership development is a critical aspect of any successful CPA firm. And while many firms work to identify and nurture leaders from their service lines, it’s not uncommon to see them overlook this process for their IT teams. As firms navigate digital transformation, the need for visionary IT leaders who can steer these advancements is essential. So, let’s consider how firm leaders can cultivate a diverse and innovative leadership team equipped to face future challenges.


Forging the Future: A Commitment to Cultivating Future Leaders
Member Spotlight: Jana Cinnamon, Partner and Chief Operating Officer Firm Name: Abdo Location: Edina, MN # of Offices: 3 # of Partners:...


Preparing Tomorrow's Leaders: Fast-Tracking Talent to Partnership
For today's firm leaders, one of the most pressing challenges isn't just attracting talent, but also holding on to them and preparing them for partnership. The traditional trajectory to partner status took well over a decade. However, many firms are accelerating that pathway in today's fast-paced and highly competitive accounting labor market and with changing generational expectations. Leading firms are looking at faster promotion tracks to stay competitive and hold onto the


Outsourcing for a Department of One
If you're a one-person department in a CPA firm, you may wear many hats while juggling ever-increasing workloads and responsibilities. Staying on top of everything can be challenging without losing focus or feeling burnt out. That was my situation, but I discovered I didn't have to do it alone. Instead, I was able to leverage outsourced talent to bolster and free up my time. I'd like to share how you can do the same and make room for more strategic priorities to benefit your


Grow Your Team's Capabilities with Leadership Training
Are you looking for ways to level up your firm's capabilities? Leadership training at all levels can be a powerful tool in creating your...


Building Compassionate Leaders at Eagle U
As parents or caregivers, we want to educate our children, give them personal and professional development opportunities, and produce...
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