

The Boomer Briefing
Boomer Consulting, inc.
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.
Episodes
Mentioned books

Nov 21, 2023 • 19min
E157 - The Evolution of Leadership Trends: 2023 and into 2024
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 Jim Boomer, Shareholder & CEO at Boomer Consulting discuss the evolution of leadership 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 Jim on Social Media: Twitter: @jimboomer LinkedIn: @jimboomer 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

Nov 14, 2023 • 9min
E156 - What's in My Bag?
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 Technology Officer at Boomer Consulting talks about his indispensable “What’s in My Bag” items from the Mobile CPA Presentation. 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

Nov 7, 2023 • 19min
E155 - Get to Know Emilie Elpers
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 Marketing Coordinator at Boomer Consulting, Emilie Elpers. Learn more about what she does, and how she came to be on the team. Jim Boomer on Social Media:Twitter: @jimboomer LinkedIn: @jimboomer Emilie Elpers on Social Media:LinkedIn: @emilieelpers 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

Oct 31, 2023 • 20min
E154 - AICPA's and CPA.com's Efforts Around Emerging Technologies
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 Kacee Johnson, VP of Strategy and Innovation at CPA.com, discuss emerging technologies in the accounting profession and how to prepare for them. Amanda Wilkie on Social Media: Twitter: @amandawilkieBCI LinkedIn: @amanda-wilkie-pmp Kacee/CPA.com on Social Media: Website: www.Cpa.com/gen-AI Twitter: @KaceeBOP LinkedIn: @kacee-johnson CPA.com Twitter: @CPA.com CPA.com LinkedIn: @CPA.com 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

Oct 24, 2023 • 15min
E153 - Improving your Staff and Client Experience through Technology
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host Arianna Campbell, Shareholder & Chief Operating Officer at Boomer Consulting, has a conversation with Shahbaz Khan, Associate Director, Product Management at Wolters Kluwer. They discuss improving your staff and client experience through technology, solutions Wolters Kluwer offers, technological trends and advancements, challenges and pain points and the future of technology. Arianna on Social Media: Twitter: @arianna_BCI LinkedIn: @ariannacampbell Shahbaz/Wolters Kluwer on Social Media: LinkedIn: @shahbazmkhan Wolters Kluwer Facebook: @wolterskluwer Wolters Kluwer Twitter: @Wolters_Kluwer Wolters Kluwer LinkedIn: @wolters-kluwer 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

Oct 17, 2023 • 24min
E152 - Building a Strong HR Department From the Ground Up
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 of Boomer Consulting and Emily Myrum, Chief Talent Officer at Brady Martz & Associates talk about building a strong foundation for their HR department. Sandra Wiley on Social Media: Twitter: @sandrawiley LinkedIn: @sandrawiley Emily/Brady Martz & Associates on Social Media: LinkedIn: @emily-myrum-b5972125 Brady Martz & Associates Facebook: @bradymartzcpa Brady Martz & Associates LinkedIn: @brady-martz-&-associates-p.c. 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

Oct 10, 2023 • 20min
E151 - Measuring Success: Analyzing the Impact of Data Governance
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 Technology Officer at Boomer Consulting speaks to Steve Perkins, Chief Information Officer at HoganTaylor about Data Governance. Marc Staut Social Media:Twitter: @CPATechGeek LinkedIn: @mstaut Steve/HoganTaylor Social Media: LinkedIn: @steveperkinscio HoganTaylor Facebook: @hogantaylorllp HoganTaylor Twitter: @hogantaylorllp HoganTaylor LinkedIn: @hogantaylor-llp HoganTaylor Instagram: @hogantaylorllp 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

Oct 3, 2023 • 17min
E150 - Growing your Firm’s Advisory Service
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host Arianna Campbell, Shareholder & Chief Operating Officer at Boomer Consulting, has a conversation with Stephen Pelosi, Practice Success Manager at Sage. They discuss growing your firm’s advisory services, solutions Sage offers, scaling your business, challenges and pain points and the future of technology. Arianna on Social Media: Twitter: @arianna_BCI LinkedIn: @ariannacampbell Stephen/Sage on Social Media: LinkedIn: @stephen-pelosi-281ab868 Sage Facebook: @SageUSAmerica Sage Twitter: @SageUSAmerica Sage LinkedIn: @sage-software Sage Instagram: @sageofficial 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

Sep 26, 2023 • 5min
E149 - Supporting the Emerging L&D Leader
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 Learning and Development Leaders. She talks about how we can support these emerging professionals and what the L&D leaders should be doing for our firms. 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

Sep 19, 2023 • 20min
E148 - CAS Transformation is Only a Piece of Overall Business Transformation
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 at Boomer Consulting and Sandra Wiley, Shareholder and President of Boomer Consulting talk about CAS and Business Transformation, why they are so important, and why they are related to each other, not just different. Jim Boomer on Social Media: Twitter: @jimboomer LinkedIn: @jimboomer 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