The Boomer Briefing

Welcome to the Boomer Briefing Podcast – your 20-minute (or less) insight into the conversations shaping the future of the accounting profession. On this episode, Jim Boomer and Mark Staut break down the most impactful conversations from the latest Managing Partner Circle meeting, where firm leaders dug into the trends shaping their firms' future. From evaluating emerging technologies to navigating transition planning and partner expectations, this discussion highlights how managing partners are steering strategy in a fast-changing landscape. You'll also hear insights on practice management transformations, the renewed focus on organic growth, and why peer perspectives are so valuable when making high-stakes leadership decisions. 💡 Explore the Boomer Managing Partner Circle and our other Circle communities 📩 Subscribe to the Boomer Bulletin for insights, event updates, and thought leadership 🔗 Follow the Managing Partner Circle facilitators for more updates and expertise: Jim Boomer Twitter: @jimboomer LinkedIn: jimboomer Marc Staut Twitter: @CPATechGeek LinkedIn: mstaut For more information about Boomer Consulting, visit boomer.com

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 Mark Staut share highlights from the latest Technology Circle meetings, where tech and firm leaders dug into what's changing—and what's coming next. They cover top security concerns, the rapid growth of AI use cases across the firm, and the surge of new tools in practice management and audit. Jim and Mark also discuss why peer insight is critical for smarter tech decisions and how firms are turning vendor relationships into true strategic partnerships. 💡 Explore the Boomer Technology Circles and our other Circle communities 📩 Subscribe to the Boomer Bulletin for insights, event updates, and thought leadership 🔗 Follow the Technology Circles facilitators for more updates and expertise: Jim Boomer Twitter: @jimboomer LinkedIn: jimboomer Marc Staut Twitter: @CPATechGeek LinkedIn: mstaut For more information about Boomer Consulting, visit boomer.com

Welcome to the Boomer Briefing Podcast – your 20-minute (or less) insight into the conversations shaping the future of the accounting profession. In this episode, Amanda Wilke and Arianna Campbell share highlights from the latest Boomer Process Circle meeting, where firm leaders came together to discuss AI, centralization, and the evolving connection between process, project, and change management. From how firms are building awareness and adoption of AI to rethinking centralization through the lens of people, process, and technology, Amanda and Arianna unpack how firms are navigating transformation while keeping change management front and center. They also explore the Transformation Triangle—the intersection of project management, process management, and operational management—and why clarity, accountability, and communication are essential for lasting change. 💡 Explore the Boomer Boomer Process Circle and our other Circle communities 📩 Subscribe to the Boomer Bulletin for insights, event updates, and thought leadership 🔗 Follow the Process Circle facilitators for more updates and expertise: Arianna Campbell Twitter: @arianna_BCI LinkedIn: Arianna Campbell Amanda Wilke Twitter: @AmandaWilkieBCI LinkedIn: Amanda Wilkie For more information about Boomer Consulting, visit boomer.com

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 Jacqueline Lombardo share highlights from the latest CAAS Circle meetings, where leaders of client accounting and advisory services came together to discuss growth, pricing, technology, and talent. From the rising urgency around AI adoption and upskilling to rethinking pricing strategies and packaging, this conversation explores how firms are modernizing their CAS practices. Jim and Jacqueline also unpack how future-ready firms are approaching recruiting, retention, and leadership development—and why creating clarity and urgency at every level is key to staying relevant in a rapidly changing market. 💡 Explore the Boomer CAAS Circle and our other Circle communities 📩 Subscribe to the Boomer Bulletin for insights, event updates, and thought leadership 🔗 Follow the CAAS Circle facilitators for more updates and expertise: Jim Boomer Twitter: @jimboomer LinkedIn: jimboomer Jacqueline Lombardo Twitter: @Jacqueline_BCI LinkedIn: jacquelinelombardo For more information about Boomer Consulting, visit boomer.com  

Welcome to the Boomer Briefing Podcast – your 20-minute insight into the conversations shaping the future of the accounting profession. On this episode, Jon Hubbard and Jim Boomer share highlights from the latest Talent Circle meeting, where HR and talent leaders came together to tackle the challenges and opportunities shaping their firms. From the strategic role of HR in firmwide planning to building a culture of clarity and accountability in feedback, this conversation explores how people-focused leaders are driving transformation. You'll also hear takeaways on HR technology adoption, cross-functional collaboration with IT and operations, and how talent leaders can secure—and maximize—their seat at the table in strategic planning. 💡 Explore the Boomer Talent Circle and our other Circle communities 📩 Subscribe to the Boomer Bulletin for insights, event updates, and thought leadership 🔗 Follow the Talent Circle facilitators for more updates and expertise: Jon Hubbard Twitter: @Jon_Hubbard LinkedIn: jonhubbard Jim Boomer Twitter: @jimboomer LinkedIn: jimboomer For more information about Boomer Consulting, visit boomer.com

SHOW NOTES: Welcome to the Boomer Briefing Podcast – your 20-minute (or less) insight into the conversations shaping the future of the accounting profession. On this episode, Jon Hubbard and Jim Boomer go behind the scenes of the latest CAAS Circle meeting, where client accounting and advisory leaders gathered to share what's working, where they're evolving, and how they're preparing their firms for the future. From conversations around AI readiness and evolving career paths to proactive growth strategies and cross-selling opportunities, this episode uncovers the mindset shifts and strategic actions leaders are taking to scale their practices—and deliver deeper value to clients. 💡 Explore the Boomer CAAS Circle and our other Circle communities 📩 Subscribe to the Boomer Bulletin for insights, event updates, and thought leadership 🔗 Follow the CAAS Circle facilitators for more updates and expertise: Jon Hubbard Twitter: @jonhubbard_BCI LinkedIn: jonhubbard Jim Boomer Twitter: @jim_boomer LinkedIn: jimboomer For more information about Boomer Consulting, visit boomer.com #CAASCircle #BoomerCircle #ClientAdvisory #AccountingLeadership #AIinAccounting #FirmGrowth #CASCareers #OrganicGrowth #CrossSelling #TechStrategy #CASPracticeManagement

Welcome to the Boomer Briefing Podcast – your 20-minute insight into the conversations shaping the future of the accounting profession. On this episode, Arianna Campbell and Amanda Wilke break down the key takeaways from the latest Process Circle meeting, where operations, innovation, IT, and project management leaders came together to discuss firmwide process improvement. From practical applications of AI—like Microsoft's CoPilot "purple button"—to the "aha" moment around integrating project, process, and change management frameworks, this episode explores how firms are aligning technology initiatives with people-focused strategies to drive meaningful transformation. 💡 Explore the Boomer Process Circle and our other Circle communities 📩 Subscribe to the Boomer Bulletin for insights, event updates, and thought leadership 🔗 Follow the Process Circle facilitators for more updates and expertise: Arianna Campbell Twitter: @arianna_BCI LinkedIn: ariannacampbell Amanda Wilkie Twitter: @AmandaWilkieBCI LinkedIn: amanda-wilkie-pmp For more information about Boomer Consulting, visit boomer.com  

Welcome to the Boomer Briefing Podcast – your 20-minute (or less) 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 📩 Subscribe to the Boomer Bulletin for insights, event updates, and thought leadership 🔗 Follow the Process Circle facilitators for more updates and expertise Marc Staut Twitter: @CPATechGeek LinkedIn: @mstaut Jim Boomer Twitter: @jimboomer LinkedIn: jimboomer For more information about Boomer Consulting, visit boomer.com

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 Boomer Briefing Podcast, Arianna Campbell, Shareholder and Chief Operating Officer and Amanda Wilkie, Consultant from Boomer Consulting discuss discuss the 2024 macro trend of the Transformation Triangle, which encompasses process management, project management, and change management. They explore how these elements are crucial for organizational success and the evolving roles within firms. The conversation highlights the importance of continuous learning, the integration of technology, and future trends, particularly the impact of AI on business processes and management frameworks. Arianna Campbell Social Media:  X: @Arianna_BCI  LinkedIn: @ariannacampbell Amanda Wilkie Social Media: X: @AmandaWilkieBCI  LinkedIn: @Amanda-Wilkie-PMP Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth.  For more information about Boomer Consulting, visit boomer.com

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 Boomer Briefing Podcast, Jim Boomer, Shareholder and Chief Executive Officer and Amanda Wilkie, Consultant from Boomer Consulting discuss discuss the 2024 macro trend of AI is Everywhere, particularly focusing on its pervasive influence within the accounting profession. They explore the role of leadership in embracing AI, the transformation of processes, growth opportunities, and the impact of technology on AI adoption. The conversation also touches on the evolving trends in AI for 2024 and predictions for 2025, emphasizing the importance of education and data management in leveraging AI effectively. Jim Boomer Social Media: Twitter: @jimboomer  LinkedIn: jimboomer Amanda Wilkie Social Media: X: @AmandaWilkieBCI  LinkedIn: @Amanda-Wilkie-PMP Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth.  For more information about Boomer Consulting, visit boomer.com

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 Boomer Briefing Podcast, Jim Boomer, Shareholder and Chief Executive Officer is joined by Gary Boomer, Founder, Visionary & Strategist. In this milestone episode of the Boomer Briefing Podcast, hosts Jim and Gary Boomer reflect on the achievements of the past year, discussing the evolution of the Boomer Circles and the success of the first Boomer Circle Summit. They highlight the importance of AI in transforming the accounting profession and the expansion of the Boomer Knowledge Network. Looking ahead, they share their excitement for the upcoming season and the fresh formats and topics to be explored. Jim Boomer Social Media:  Twitter: @jimboomer  LinkedIn: jimboomer Gary on Social Media: X: @lgboomer LinkedIn: lgboomer Thank you for being part of Season 1 of the Boomer Briefing Podcast—stay tuned for an exciting new season in 2025 as we continue to explore the future of the accounting profession together! For more information about Boomer Consulting, visit boomer.com

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 Boomer Briefing Podcast, Jim Boomer, Shareholder and CEO of Boomer Consulting talks to Derek Olsen, a Solutions Advisor at Boomer Consulting. They discuss Derek's journey to Boomer, his family life, personal achievements, and inspirations. Derek shares his love for travel, food, and his favorite shopping spots, as well as insights into the supportive culture at Boomer Consulting. Jim Boomer on Social Media: Twitter: @jimboomer LinkedIn: @jimboomer Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth.  For more information about Boomer Consulting, visit boomer.com

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 Boomer Briefing Podcast, Jim Boomer, Shareholder and CEO of Boomer Consulting talks to Chris Rochford, the Technology Manager at Boomer Consulting. They discuss Chris's journey within the company, his personal interests, achievements, inspirations, and travel experiences. The conversation also touches on Chris's favorite foods and fun rapid-fire questions, providing a well-rounded view of his professional and personal life. Jim Boomer on Social Media: Twitter: @jimboomer LinkedIn: @jimboomer Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth.  For more information about Boomer Consulting, visit boomer.com  

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 Boomer Briefing Podcast, Jim Boomer, Shareholder and CEO of Boomer Consulting talks to Hailey Hilbert, a client service coordinator at Boomer Consulting. They discuss Haley's journey from being a high school English teacher to her current role, her collaborative work culture at Boomer, her proud achievements, and the inspiration she draws from her father. The conversation also touches on Haley's travel experiences, bucket list destinations, and personal preferences, providing a well-rounded view of her life and career. Jim Boomer on Social Media: Twitter: @jimboomer LinkedIn: @jimboomer Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth.  For more information about Boomer Consulting, visit boomer.com

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 Boomer Briefing Podcast, Jacqueline Lombardo, Operations Strategist from Boomer Consulting discusses the Boomer Knowledge Network (BKN), a digital library tailored for accounting firms. The BKN provides a wealth of resources including tools, guides, articles, and podcasts aimed at addressing the challenges faced by firms in a rapidly changing environment. Lombardo emphasizes the importance of continuous learning and how the BKN can support firms in leadership development, technology adoption, and process improvement. Jacqueline Lombardo's Social Media:  X: @Jacqueline_BCI LinkedIn: @jacquelinelombardo Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth.  For more information about Boomer Consulting, visit boomer.com

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 Boomer Briefing Podcast, Sandra Wiley, Shareholder and President and Marc Staut, Shareholder and Chief Innovation and Technology Officer from Boomer Consulting discuss the 2024 macro trend of ideation and experimentation, emphasizing its importance across the five pillars of Boomer Consulting. They explore the roles of leadership, talent, process, and growth in fostering a culture of innovation within firms, and how technology can enhance these efforts. The conversation highlights the need for a supportive environment that encourages all employees to contribute ideas, the significance of a structured process for innovation, and the necessity of understanding client needs to drive growth. Looking ahead, they anticipate a future where innovation becomes a standard practice in firms, driven by emerging technologies and a commitment to continuous improvement. Sandra Wiley Social Media:  Twitter: @sandrawiley  LinkedIn: sandrawiley Marc Staut Social Media: Twitter: @CPATechGeek LinkedIn: mstaut Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth.  For more information about Boomer Consulting, visit boomer.com

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 Boomer Briefing Podcast, Marc Staut, Shareholder and Chief Innovation and Technology Officer, and Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting discuss the 2024 macro trend of the evolution of business models, focusing on five key micro trends that are shaping the future of firms. They emphasize the importance of an adaptive mindset, a human-centric culture, accountability in performance metrics, defining a strong value proposition, and the role of technology in facilitating these changes. The conversation highlights the need for firms to evolve their strategies to meet the changing demands of clients and the market. Marc Staut Social Media: Twitter: @CPATechGeek LinkedIn: mstaut Jon Hubbard Social Media:  Twitter: @jon_hubbard  LinkedIn: jonhubbard Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth.  For more information about Boomer Consulting, visit boomer.com

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 Boomer Briefing Podcast, Sandra Wiley, Shareholder and President at Boomer Consulting discusses the key qualities and actions of great leaders. Emphasizing the importance of identifying passion and purpose, cultivating a growth mindset, embracing challenges, overcoming fear and taking risks, nurturing relationships, and investing in oneself. Sandra Wiley Social Media:  Twitter: @sandrawiley  LinkedIn: sandrawiley Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com