
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

Jun 24, 2024 • 14min
E186 - Top 5 Priorities for HR Leaders
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 gives us 5 priorities HR Leaders should be thinking about and working on right now in their accounting firms. 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

Jun 18, 2024 • 19min
E185 - Shifting Gears: Transforming Infrastructure for Growth
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 Kyle Stahlbaum about Transforming Infrastructure for Growth. Dive into why shifting gears can help you firm in more ways than one. 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

Jun 11, 2024 • 11min
E184 - The Top 10 High Performance HR Practices
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, Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting talks about The top 10 global best performing HR practices and how we can use them in our accounting firms. 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

Jun 4, 2024 • 14min
E183 - Boomer Circle Summit
On this episode of the Boomer Briefing Podcast, Marc Staut, Shareholder and Chief Innovation and Technology Officer at Boomer Consulting talks to Jim Boomer, Shareholder and Chief Executive Officer about the Boomer Circle Summit. Dive into the keynote speakers that will be there, what this event is, and how it will bring all parties of an organization together. Marc Staut Social Media: Twitter: @CPATechGeek LinkedIn: mstaut Jim Boomer Social Media: Twitter: @jimboomer LinkedIn: jimboomer

May 28, 2024 • 7min
E182 - How Technology Will Help Beat Burnout
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, President at Boomer Consulting has a quick discussion on Technology and Burnout. She talks about technology and how it will clear roadblocks and help create less burnout in our firms. Sandra Wiley on Social Media: X: @sandrawiley LinkedIn: @sandrawiley

May 21, 2024 • 11min
E181 - Charting the Course: Crafting Your Future with 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, Jim Boomer, Shareholder and Chief Executive Officer talks to Jacqueline Lombardo, Operations Strategist at Boomer Consulting about the Boomer Knowledge Network. Dive into what it is and what it comes with. This new tool will not just be for the Boomer community but for firm’s world-wide! Jim Boomer on Social Media: X: @jimboomer LinkedIn: @jimboomer Jacqueline Lombardo on Social Media: X: @Jacqueline_BCI LinkedIn: @jacquelinelombardo

May 14, 2024 • 22min
E180 - C-Suite Tips and Tricks for Transitioning from One MP to the Next
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 Jess Camp, Chief People Officer at Adams Brown about transitioning from one Managing Partner to the next. Dive into C-Suite tips and tricks for these transitions. Sandra Wiley on Social Media: X: @sandrawiley LinkedIn: @sandrawiley Jess/Adams Brown on Social Media Jess on LinkedIn: @jess-camp-phr-shrm-cp-164a1b6 Adams Brown on LinkedIn: @adams-brown-cpa Adams Brown on X: KansasCPAs Adams Brown on Facebook: @AdamsBrownCPA Adams Brown on Instagram: @adamsbrowncpa

May 7, 2024 • 16min
E179 - What is the Boomer CAAS Circle?
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 Jim Boomer, Shareholder and Chief Executive Officer at Boomer Consulting about the Boomer CAAS Circle. Dive into what the CAAS Circle is, how it is different from other peer groups at Boomer Consulting, what they want from participants and who should attend. Sandra Wiley on Social Media: X: @sandrawiley LinkedIn: @sandrawiley Jim Boomer on Social Media: X: @jimboomer LinkedIn: @jimboomer

Apr 30, 2024 • 20min
E178 - Retention Challenges Within 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 episode of the Boomer Briefing Podcast, Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting talks to Geoffrey Brown, President and CEO at Illinois CPA Society about retention within the accounting industry and the challenges we face with it. Dive into the results of a survey focused on why retention is such a challenge in accounting. Jon Hubbard on Social Media: X: @jon_hubbard LinkedIn: @jonhubbard Geoffrey/Illinois CPA Society on Social Media: Geoffrey on LinkedIn: @geoffrey-brown-cae-9039484 Illinois CPA Society on LinkedIn: @illinois-cpa-society Illinois CPA Society on X: @illinoiscpa Illinois CPA Society on Facebook: @ICPAS

Apr 23, 2024 • 22min
E177 - Eagle U: Transforming High School and College Paths
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 Taylor Lowe, Executive Director of Eagle University about the Eagle U experience. Dive into details such as the logistics, what type of person they are looking for, and how the students are after the experience. Sandra Wiley on Social Media: X: @sandrawiley LinkedIn: @sandrawiley Taylor/Eagle U on Social Media: Taylor on LinkedIn: @taylor-lowe-36218410 Eagle U on LinkedIn: @eagle-u Eagle U on Facebook: @EagleU Eagle U on Instagram: @eagleuniversity
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