

The Boomer Briefing
Boomer Consulting Inc.
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.
Episodes
Mentioned books

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

Sep 17, 2024 • 21min
E196 - Patching the Gaps: Strengthening Security in the Accounting Profession
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release of the podcast, host L. Gary Boomer, Founder, Visionary, and Strategist of Boomer Consulting, and Eric McMillen, CEO, Chief Security Architect, and Founder of The McMillen Group, discuss the critical role of patch management in the accounting profession. They cover the history and growing necessity of security patches, the challenges of managing vulnerability windows, and the rise of zero-day exploits. The conversation also addresses the difficulties firms face during busy seasons and the risks of neglecting patching. Stay tuned as they emphasize the importance of layered security, strong leadership, and the benefits of automating patch management to enhance security and efficiency. Takeaways Patch management is crucial for maintaining the security and stability of computer systems. Shortening vulnerability windows and the rise of zero-day exploits have increased the urgency of patching. Firms face challenges in patching during busy seasons, but the consequences of neglecting patching can be severe. Layered security, including patch management, is essential for protecting against malware and other threats. Gary on Social Media: X: @lgboomer LinkedIn: lgboomer Eric McMillen on Social Media: X: @ericmcmillen LinkedIn: ericmcmillen 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 10, 2024 • 20min
E195 - AI: Friend or Foe? Navigating the Dual-Edged Sword of Privacy and Security
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release of the podcast, host L. Gary Boomer, Founder, Visionary, and Strategist of Boomer Consulting, and Eric McMillen, CEO, Chief Security Architect, and Founder of The McMillen Group, discuss the impact of AI on privacy and security. They explore the benefits of AI, including threat simulation and enhanced security measures, while also addressing its darker side, such as the use of AI for phishing, malware, and deepfakes. Stay tuned as they highlight the importance of staying informed, embracing AI tools, and implementing proper governance in this rapidly evolving landscape. Takeaways AI is rapidly developing and accelerating, with significant implications for privacy and security. Generative AI has positive applications, such as threat simulation, enhanced security measures, and time-saving capabilities. The malicious use of AI poses risks, including the generation of phishing templates, voice prints, and malware. Deepfakes and AI exploitation can lead to sexploitation, blackmail, and misinformation. Staying informed, embracing AI tools, and implementing proper governance are crucial for navigating the evolving AI landscape. Gary on Social Media: X: @lgboomer LinkedIn: lgboomer Eric McMillen on Social Media: X: @ericmcmillen LinkedIn: ericmcmillen 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 3, 2024 • 18min
E194 - Securing the Future: Privacy, Passkeys, and Passwords
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release of the podcast host L. Gary Boomer, Founder, Visionary, and Strategist of Boomer Consulting, and Eric McMillen, CEO, Chief Security Architect, and Founder of The McMillen Group. Together, they will explore the future of passwords, passkeys, and password managers, and delve into the critical importance of enhancing security through education and awareness in privacy and security. Stay tuned as they share practical tips and strategies for both individuals and businesses to stay secure in an increasingly digital world. Takeaways Passwords should be longer and more complex to enhance security Multi-factor authentication is an effective way to protect accounts. Pass keys, using public key cryptography, can enhance authentication. Password managers provide a secure way to store and generate complex passwords. Security awareness education is crucial to address human vulnerabilities. Gary on Social Media: X: @lgboomer LinkedIn: lgboomer Eric McMillen on Social Media: X: @ericmcmillen LinkedIn: ericmcmillen 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

Aug 27, 2024 • 21min
E193 - Navigating the Struggles between Outsourcing Strategy
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, Amanda Wilkie, Consultant at Boomer Consulting, talks to Riki Shah about outsourcing and offshoring. Dive into the struggles and benefits of using this strategy and how it will affect your accounting firm. Amanda Wilkie Social Media: Twitter: @amandawilkie_BCI 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

Aug 13, 2024 • 21min
E192 - The Evolution of HR Roles in M&A for Organizational Growth
Sandra Wiley, Shareholder and President at Boomer Consulting, joins Crystal McClellan, an expert on HR in mergers and acquisitions. They reveal how HR plays a pivotal role in the success of M&A by fostering effective communication and employee alignment. The conversation highlights the importance of early integration and managing cultural differences. They also share best practices for employee assimilation, emphasizing empathy and open dialogue to navigate the emotional challenges of organizational change.


