
The Boomer Briefing
The Boomer Briefing is a weekly podcast hosted by some of the top thought-leaders in the accounting profession who provide consulting services to hundreds of the highest performing CPA firms. Each week, we will discuss where we can help you solve a critical business issue in 20 minutes or less. Our topics span the latest in accounting news and feature interviews with industry leaders to provide listeners with key takeaways and actionable advice for growing their firms. We focus on the five areas critical to a CPA firm's success: leadership, talent, technology, processes and growth. By providing strategies in each of these five areas, we hope to point you in the right direction as you plan for success and prepare for the future.
Latest episodes

Dec 17, 2024 • 20min
E207 - Milestones and Momentum: Reflecting on Circle Growth, AI, and the Future of Accounting
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

Dec 3, 2024 • 18min
E205 - Get to Know Derek Olsen
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

Nov 19, 2024 • 21min
E204 - Get to Know Chris Rochford
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

Nov 12, 2024 • 20min
E203 - Get to Know Hailey Hilbert
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

Nov 5, 2024 • 11min
E202 - All Things the Boomer Knowledge Network
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

Oct 29, 2024 • 35min
E201 - Trend Update: Ideation & Experimentation
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

Oct 22, 2024 • 14min
E200 - Trend Update - Evolution of the Business Model
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

Oct 8, 2024 • 18min
E199 - Trend Update - The Transformation Triangle
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

Oct 1, 2024 • 17min
E198 - Trend Update: AI Everywhere
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

Sep 24, 2024 • 11min
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 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
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