E190 - Change Management
The Boomer Briefing: A Boomer Consulting, Inc. Podcast
Release Date: 07/30/2024
E402 - What happened in the Spring Talent Circle meeting
The Boomer Briefing: A Boomer Consulting, Inc. Podcast
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 recap the latest Talent Circle meeting, where HR and talent leaders explored the trends shaping their role and their firms. From the growing influence of AI on how work gets done to the evolving complexity of workforce capacity planning, the conversation highlights how talent leaders are navigating a rapidly changing environment. You’ll also hear insights from members sharing real AI use cases, discussions around...
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E401 - What happened in the Spring L&D Circle Meeting
The Boomer Briefing: A Boomer Consulting, Inc. Podcast
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 Arianna Campbell share highlights from the latest Learning & Development Circle meeting, where L&D leaders from across the country gathered to explore how learning is shaping the future of their firms. From rethinking onboarding for new versus experienced hires to improving the cadence and consistency of the onboarding process itself, this conversation dives into how firms are increasing both effectiveness and...
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E310 - What happened in the Fall Managing Partner Circle Meeting
The Boomer Briefing: A Boomer Consulting, Inc. Podcast
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...
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E309 - What happened in the Fall Technology Circles meeting
The Boomer Briefing: A Boomer Consulting, Inc. Podcast
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...
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E308 - What happened in the Fall Process Circle Meeting
The Boomer Briefing: A Boomer Consulting, Inc. Podcast
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...
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E307 - What happened in the Fall CAAS Circle Meeting
The Boomer Briefing: A Boomer Consulting, Inc. Podcast
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...
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E306 - What happened in the Fall Marketing Business Development Circle
The Boomer Briefing: A Boomer Consulting, Inc. Podcast
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E305 - What happened in the Fall Operations Circle
The Boomer Briefing: A Boomer Consulting, Inc. Podcast
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E304 - What happened in the Fall Talent Circle Meeting
The Boomer Briefing: A Boomer Consulting, Inc. Podcast
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,...
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E303 - What happened in the Spring CAAS Circle Meeting
The Boomer Briefing: A Boomer Consulting, Inc. Podcast
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...
info_outlineWelcome 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 at Boomer Consulting talks to Amanda Wilkie, Consultant at Boomer Consulting about the transformation triangle and how it relates to change management. They also dive into the frameworks of process management, project management and change management.
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