The Boomer Briefing

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.

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

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

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

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

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

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

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

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

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