E202 - All Things the Boomer Knowledge Network
The Boomer Briefing: A Boomer Consulting, Inc. Podcast
Release Date: 11/05/2024
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...
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E302 - 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. 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...
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E301 - What happened in the Spring 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. 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...
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, 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:
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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