The Boomer Briefing

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

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

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

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

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

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 Shawn Fisher, Director of Internal Technology with REDW about leading like a coach. Dive into how to build a foundation and culture for leading and why it is critical to leadership and excellence in accounting firms. Marc Staut on Social Media: X: @CPATechGeek LinkedIn: @mstaut Shawn/REDW on Social Media: Shawn on LinkedIn: @shawn-fisher-redw REDW on LinkedIn: @redw REDW on X: @REDWllc

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 at Boomer Consulting talks to Solutions Manager at Boomer Consulting, Deanna Perkins. Learn more about what she does, and how she came to be on the team. Jim Boomer on Social Media: Twitter: @jimboomer LinkedIn: @jimboomer Deanna Perkins on Social Media: Twitter: @deannalperkins LinkedIn: @deannalperkins

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 Allen Gregory, Partner, Federal Tax at TaxOps about billing time versus delivering value to clients. They dive into how removing hourly rates can add value to client relationships and improve your accounting firm's client retention. Marc Staut on Social Media: Twitter: @CPATechGeek LinkedIn: @mstaut TaxOps on Social Media: Twitter: @taxops LinkedIn: @taxops-llc Facebook: @SALTovation Instagram: @saltovation

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 Earl Blackmon, Shareholder & Financial Consultant with the Avizo Group about optimizing resources to make a bigger impact on your firm. See how project management, resource management and AI play a role in this. Arianna Campbell on Social Media: Twitter: @Arianna_BCI LinkedIn: @ariannacampbell Earl/Avizo Group on Social Media: Earl on Linkedin: @earl-blackmon-cpa-cgma-lss-green-belt-94038343 Avizo Group on LinkedIn: @avizogroup Avizo Group on Facebook: @avizogroupinc

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, L. Gary Boomer, Shareholder, Visionary and Strategist at Boomer Consulting talks to Jeff Gramlich, Managing Director Accounting with Validis. Learn more about a couple different topics such as data driven audits and how they will affect the future of your firm as well as the impact of technology and AI in accounting. L. Gary Boomer on Social Media: Twitter: @lgboomer LinkedIn: @lgboomer Jeff/Validis on Social Media: LinkedIn: @jgramlichcpa Validis on LinkedIn: @validis