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
Apr 25, 2023 • 10min
E128 - How to Improve Firm-Wide Communication
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Amanda Wilkie, Consultant at Boomer Consulting discusses how to improve communication in your firm by using a communication plan. She also goes over the details and information needed to create a successful roadmap. Amanda on Social Media:Twitter: @AmandaWilkieBCI LinkedIn: @amanda-wilkie-pmp Email: Amanda.Wilkie@boomer.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
Apr 18, 2023 • 20min
E127 - How to Prepare for Succession Planning
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host L. Gary Boomer, Visionary and Strategist at Boomer Consulting and Jim Boomer, CEO of Boomer Consulting, discuss succession planning and implementation. Get details about how to identify your successor and develop your successor. Gary on Social Media:Twitter: @lgboomer LinkedIn: @lgboomer Email: lgboomer@boomer.com Jim on Social Media:Twitter: @jimboomer LinkedIn: @jimboomer Email: jim.boomer@boomer.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
Apr 11, 2023 • 16min
E126 - The Importance of Learning and Development in Accounting Firms
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Arianna Campbell, Shareholder & Consultant at Boomer Consulting, has a conversation with Jennifer Arutunjan, Manager of Learning & Development at Freed Maxick. They discuss Jennifer’s career, her current role at Freed Maxick, the importance of L&D in accounting firms and the essentials of being an L&D leader. Arianna on Social Media: Twitter: @arianna_BCI LinkedIn: @ariannacampbell Jennifer/Freed Maxick on Social Media: LinkedIn: @jarutunjan Freed Maxick Facebook: @FreedMaxickCPAs Freed Maxick Twitter: @FreedMaxickCPAs Freed Maxick LinkedIn: @freed-maxick-cpas-p-c- Freed Maxick 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
Apr 4, 2023 • 17min
E125 - How to Build a Cross Functional Team
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Amanda Wilkie, Consultant at Boomer Consulting, has a conversation with Shareholder and Consultant, Arianna Campbell. They discuss building a cross functional team, lean six sigma framework, roles on the team, benefits to the team, firm and individual and how to best leverage your team. Amanda on Social Media: Twitter: @AmandaWilkieBCI LinkedIn: @amanda-wilkie-pmp Arianna on Social Media: Twitter: @arianna_BCI LinkedIn: @ariannacampbell 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
Mar 28, 2023 • 14min
E124 - How to Take a New Approach to Growth & Client Filtering
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon Hubbard, Shareholder at Boomer Consulting, discusses nonfit revenue, target clients, core service packages, business development process, messaging your services, marketing strategy, client intake process, and managing capacity. Jon on Social Media:Twitter: @Jon_Hubbard LinkedIn: @jonhubbard Email: Jon.Hubbard@boomer.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
Mar 21, 2023 • 12min
E123 - How Firms are Leveraging Project Management to Provide Better Client Service
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, Boomer Consultant, Amanda Wilkie, discusses the meaning of project management, the skills needed, differentiators, process management, and more. Amanda on Social Media: Twitter: @AmandaWilkieBCI LinkedIn: @amanda-wilkie-pmp Email: Amanda.Wilkie@boomer.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
Mar 14, 2023 • 21min
E122 - The Evolving Role of the CMO in Accounting Firms
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon Hubbard, Consultant/Shareholder at Boomer Consulting has a conversation with Kristen Lollar, Chief Marketing Officer at Whitley Penn. They discuss her early career, building a marketing department, changes through the years, building a team, marketing intern programs, getting fresh ideas, strategic marketing at all levels, smart growth, and the future of marketing in the accounting profession. Jon on Social Media: Twitter: @Jon_Hubbard LinkedIn: @jonhubbard Email: jon.hubbard@boomer.com Kristen on Social Media: LinkedIn: @kristenlollar Whitley Penn on Social Media: Facebook: @WhitleyPennTwitter: @whitleypenn LinkedIn: @whitley-penn Instagram: @whitleypenn_official 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
Mar 7, 2023 • 15min
E121 - 2023 Talent Changes: A Look at the Positives
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, Boomer President, Sandra Wiley discusses nontraditional candidates, going global, proactive PTO, DEI as a norm, the soft skills gap, expanding employee experience, and the HR role in the firm. Sandra on Social Media: Twitter: @sandrawiley LinkedIn: @sandrawiley Email: Sandra.Wiley@boomer.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
Feb 28, 2023 • 18min
E120 - Why Engaging, Interactive Content is Important
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon Hubbard, Shareholder at Boomer Consulting, has a conversation with Boomer President, Sandra Wiley. They discuss the importance of content, manifesting expertise, thought leadership, solving problems with content, conversational tones, using videos, growing in expertise, and how to implement this process. Jon on Social Media: Twitter: @Jon_Hubbard LinkedIn: @jonhubbard Email: Jon.Hubbard@boomer.com Sandra on Social Media: Twitter: @sandrawiley LinkedIn: @sandrawiley Email: Sandra.Wiley@boomer.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
Feb 21, 2023 • 14min
E119 - Technology Budgeting: A New Hierarchy for Innovation and Reducing Technical Debt
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon Hubbard, Consultant/Shareholder at Boomer Consulting has a conversation with Marc Staut, Chief Innovation and Technology Officer at Boomer Consulting. They discuss short term decisions, long term impact, paying technical debt, technology budgets, anticipating moves, tracking technical debt, investing in innovation, and understanding technical debt. Jon on Social Media: Twitter: @Jon_Hubbard LinkedIn: @jonhubbard Email: jon.hubbard@boomer.com Marc on 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
