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, Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting discusses internal communication around change and how we can craft a good framework for our firms. Jon Hubbard Social Media:  Twitter: @jon_hubbard  LinkedIn: @jonhubbard

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 Amanda Popolare, Director, Tax Process + Development at Smith and Howard about Automating Reporting with PowerBI. Dive into why automating your reporting can help you firm in more ways than one including: preventing burnout, having more time for clients, and more. Amanda Wilkie on Social Media:  Twitter: @amandawilkie_BCI  LinkedIn: @amanda-wilkie-pmp Amanda/Smith and Howard on Social Media:  LinkedIn: @amandarpopolare Twitter: @smithandhoward LinkedIn: @smith-&-howard Facebook: @smithandhoward

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 Kendall Jones, Marketing Manager at Whitley Penn about being a digital marketing leader. Dive into what a digital marketing manager can do for your firm and how it can help you grow smarter, not harder. Jon Hubbard on Social Media:  Twitter: @jon_hubbard  LinkedIn: @jonhubbard Kendall/Whitley Penn on Social Media: LinkedIn: @kendall-louise-jones Facebook: @WhitleyPenn Twitter: @whitleypenn LinkedIn: @whitley-penn Instagram: @whitleypenn_official

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 the Member Experience Strategist at Boomer Consulting, Erin McCormick. Learn more about what she does, and how she came to be on the team. Jim Boomer on Social Media:Twitter: @jimboomer LinkedIn: @jimboomer Erin McCormick on Social Media:LinkedIn: @erincmccormick 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, President at Boomer Consulting has a quick discussion on CAAS. She gives us several important components of an exceptional CAAS and how it will improve our firm's strategies.    Sandra Wiley on 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 and Courtney Edwards, Chief Information Officer at Bennett Thrasher talk about transitioning into the role of CIO and share experiences of them being in the IT department. Learn more about if your firm should consider a CIO.  Amanda Wilkie on Social Media: Twitter: @amandawilkieBCI LinkedIn: @amanda-wilkie-pmp Courtney/Bennett Thrasher on Social Media: LinkedIn: @courtney-edwards-07404a4 Bennett Thrasher Facebook: @BennettThrasherLLP Bennett Thrasher Twitter: @btcpa Bennett Thrasher Instagram: @freedmaxickcpas 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 Jim Boomer, Shareholder & CEO at Boomer Consulting and Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting discuss the evolution of growth trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024. Jim on Social Media: Twitter: @jimboomer LinkedIn: @jimboomer Jon on 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 Marc Staut, Shareholder & Chief Innovation & Technology Officer at Boomer Consulting and Amanda Wilkie, Consultant at Boomer Consulting discuss the evolution of technology trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024. Marc on Social Media: Twitter: @CPATechGeek LinkedIn: @mstaut Amanda on Social Media: Twitter: @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 Sandra Wiley, Shareholder & President at Boomer Consulting and Jon Hubbard, Shareholder & Chief Growth Officer at Boomer Consulting discuss the evolution of talent trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024. Sandra on Social Media: Twitter: @sandrawiley LinkedIn: @sandrawiley Jon on 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 Arianna Campbell, Shareholder & Chief Operating Officer at Boomer Consulting and Amanda Wilkie, Consultant at Boomer Consulting discuss the evolution of process trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024. Arianna on Social Media: Twitter: @arianna_BCI LinkedIn: @ariannacampbell Amanda on Social Media: Twitter: @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