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The Boomer Briefing

Latest episodes

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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
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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  
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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      
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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
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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.
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Aug 6, 2024 • 24min

E191 - The Process of Developing a CAAS Group

Alex Schwab, Director of Client Advisory Services at Brady Martz, discusses the journey of developing a cohesive Client Accounting Services (CAAS) group. He shares insights on how a fragmented team evolved into a focused powerhouse through training and technology. The conversation touches on enhancing client relationships and the crucial role of collaboration in service development. Beyond work, Alex opens up about balancing family life in a rural community, sharing delightful stories of outdoor activities and local involvement.
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Jul 30, 2024 • 20min

E190 - Change Management

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 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
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Jul 23, 2024 • 19min

E189 - A CIO's Perspective on Building Buy-In

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 Lisa Dunnigan about A CIO’s perspective on building buy-in. Dive into why it is so important to build buy in and why it is important for firms to have it.   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
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Jul 16, 2024 • 20min

E188 - Product Power-Up: Navigating Heavy Lifts in the Tech World

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 at Boomer Consulting talks to Bob Fink about navigating heavy lifts in the tech world. Dive into ways to improve client experience with communications and technologies.  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
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Jul 2, 2024 • 23min

E187 - Strategies for Smooth Relationship Transitions

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 talks to Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting about transitioning client relationships to someone else in the firm. Dive into these strategies to make your relationship transitions more efficient.  Sandra Wiley Social Media:  Twitter: @sandrawiley  LinkedIn: sandrawiley 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

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