E201 - Trend Update: Ideation & Experimentation
The Boomer Briefing: A Boomer Consulting, Inc. Podcast
Release Date: 10/29/2024
E409 - What happened in the Spring Technology Circle meetings
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, Marc Staut and Chris Rochford recap the latest Boomer Technology Circle meeting, where firm and technology leaders came together to discuss the accelerating pace of change across the profession. From AI governance and automation strategy to cybersecurity, leadership alignment, and emerging technologies, the conversation focused on how firms are turning innovation into practical action. The episode explores how forward-thinking firms are...
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E408 - What happened in the spring Managing Partner Circle meeting
The Boomer Briefing: A Boomer Consulting, Inc. Podcast
Welcome to the Boomer Briefing Podcast — your 10-minute insight into the conversations shaping the future of the accounting profession. In this episode, Jim Boomer and Marc Staut recap the latest Managing Partner Circle meeting, where firm leaders came together to discuss the evolving realities of leadership, growth, client experience, and AI in today’s profession. They explore how firms are rethinking traditional success metrics, why AI is becoming a leadership imperative—not just a technology initiative—and how managing partners are preparing for the ripple effects AI will have on...
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E407 - What happened in the Spring Tax Leader Circle meeting
The Boomer Briefing: A Boomer Consulting, Inc. Podcast
Welcome to the Boomer Briefing Podcast – your 10-minute conversation around the trends shaping the accounting profession. On this episode, Jon Hubbard and Jim Boomer recap the first-ever Tax Leader Circle meeting, where tax leaders from forward-thinking firms came together to discuss the future of the tax practice. The conversation explored how AI and emerging technologies are reshaping tax workflows, creating new capacity opportunities, and forcing firms to rethink traditional business models. You’ll hear insights on redesigning work instead of simply adding more people, leveraging...
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E406 - What happened in the Spring Process 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, Arianna Campbell and Amanda Wilkie recap key takeaways from the Spring 2026 Process Circle meeting, where change agents from across the firm—spanning process, project, and innovation roles—came together to share what’s driving real progress. From practical process improvements shared during Circle Exchange to more structured approaches to software evaluation, the conversation highlights how firms are becoming more intentional in how they...
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E405 - What happened in the Spring Audit Leader 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 first Audit Leader Circle meeting, where audit leaders came together ready to share, collaborate, and build a trusted peer network from day one. The conversation centered on how the audit business model is evolving, with a strong focus on AI, emerging technologies, and the ripple effect these changes are having on process, pricing, and talent strategies. Leaders explored how to rethink the value they...
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E404 - What happened in the Spring Operations 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 Operations Circle meeting, where operations leaders discussed the challenges and opportunities shaping firm operations today. The conversation covers the growing role of AI in firms, along with how operations leaders are rethinking resource management as a strategic, data-driven function. Members also discussed operational benchmarks, staffing ratios, and building stronger...
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E403 - What happened in the spring M&BD 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, Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting, and Heather Robinson, Marketing Manager, share highlights from the latest Marketing & Business Development Circle meeting. This meeting focused on the strategic conversations growth leaders need to be having right now, connecting marketing and business development efforts to broader firm trends, elevating the role through more intentional metrics and decision-focused...
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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...
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, 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:
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Twitter: @sandrawiley
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LinkedIn: sandrawiley
Marc Staut Social Media:
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Twitter: @CPATechGeek
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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