The Boomer Briefing
By Boomer Consulting Inc.
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Category: Entrepreneurship
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Episodes: 100
Description
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.
| Episode | Date |
|---|---|
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E405 - What happened in the Spring Audit Leader Circle meeting
|
Jun 16, 2026 |
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E404 - What happened in the Spring Operations Circle meeting
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Jun 02, 2026 |
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E403 - What happened in the spring M&BD Circle meeting
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May 19, 2026 |
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E402 - What happened in the Spring Talent Circle meeting
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May 05, 2026 |
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E401 - What happened in the Spring L&D Circle Meeting
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Apr 21, 2026 |
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E310 - What happened in the Fall Managing Partner Circle Meeting
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Feb 17, 2026 |
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E309 - What happened in the Fall Technology Circles meeting
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Feb 03, 2026 |
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E308 - What happened in the Fall Process Circle Meeting
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Jan 20, 2026 |
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E307 - What happened in the Fall CAAS Circle Meeting
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Jan 06, 2026 |
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E306 - What happened in the Fall Marketing Business Development Circle
|
Dec 23, 2025 |
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E305 - What happened in the Fall Operations Circle
|
Dec 09, 2025 |
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E304 - What happened in the Fall Talent Circle Meeting
|
Nov 25, 2025 |
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E303 - What happened in the Spring CAAS Circle Meeting
|
Nov 11, 2025 |
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E302 - What happened in the Spring Process Circle Meeting
|
Oct 28, 2025 |
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E301 - What happened in the Spring Managing Partner Circle Meeting
|
Oct 14, 2025 |
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E207 - Milestones and Momentum: Reflecting on Circle Growth, AI, and the Future of Accounting
|
Dec 17, 2024 |
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E205 - Get to Know Derek Olsen
|
Dec 03, 2024 |
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E204 - Get to Know Chris Rochford
|
Nov 19, 2024 |
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E203 - Get to Know Hailey Hilbert
|
Nov 12, 2024 |
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E202 - All Things the Boomer Knowledge Network
|
Nov 05, 2024 |
|
E201 - Trend Update: Ideation & Experimentation
|
Oct 29, 2024 |
|
E200 - Trend Update - Evolution of the Business Model
|
Oct 22, 2024 |
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E199 - Trend Update - The Transformation Triangle
|
Oct 08, 2024 |
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E198 - Trend Update: AI Everywhere
|
Oct 01, 2024 |
|
E197 - Leaders Need to Lead
|
Sep 24, 2024 |
|
E196 - Patching the Gaps: Strengthening Security in the Accounting Profession
|
Sep 17, 2024 |
|
E195 - AI: Friend or Foe? Navigating the Dual-Edged Sword of Privacy and Security
|
Sep 10, 2024 |
|
E194 - Securing the Future: Privacy, Passkeys, and Passwords
|
Sep 03, 2024 |
|
E193 - Navigating the Struggles between Outsourcing Strategy
|
Aug 27, 2024 |
|
E192 - The Evolution of HR Roles in M&A for Organizational Growth
|
Aug 13, 2024 |
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E191 - The Process of Developing a CAAS Group
|
Aug 06, 2024 |
|
E190 - Change Management
|
Jul 30, 2024 |
|
E189 - A CIO's Perspective on Building Buy-In
|
Jul 23, 2024 |
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E188 - Product Power-Up: Navigating Heavy Lifts in the Tech World
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Jul 16, 2024 |
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E187 - Strategies for Smooth Relationship Transitions
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Jul 02, 2024 |
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E186 - Top 5 Priorities for HR Leaders
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Jun 24, 2024 |
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E185 - Shifting Gears: Transforming Infrastructure for Growth
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Jun 18, 2024 |
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E184 - The Top 10 High Performance HR Practices
|
Jun 11, 2024 |
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E183 - Boomer Circle Summit
|
Jun 04, 2024 |
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E182 - How Technology Will Help Beat Burnout
|
May 28, 2024 |
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E181 - Charting the Course: Crafting Your Future with Boomer Knowledge Network
|
May 21, 2024 |
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E180 - C-Suite Tips and Tricks for Transitioning from One MP to the Next
|
May 14, 2024 |
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E179 - What is the Boomer CAAS Circle?
|
May 07, 2024 |
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E178 - Retention Challenges Within the Accounting Profession
|
Apr 30, 2024 |
|
E177 - Eagle U: Transforming High School and College Paths
|
Apr 23, 2024 |
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E176 - Leading Like a Coach: Building Teams for Success
|
Apr 16, 2024 |
|
E175 - Get to Know Deanna Perkins
|
Apr 09, 2024 |
|
E174 - Billing Time vs. Delivering Value: Shifting Mindsets in the CPA Industry
|
Apr 02, 2024 |
|
E173 - Optimizing Resources: The Intersection of Project Management, Resource Management and AI
|
Mar 26, 2024 |
|
Part 2: E172 - Tech Talk: Harnessing the Power of AI in Your Firm's Future
|
Mar 19, 2024 |
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Part 1: E172- Tech Talk: Harnessing the Power of AI in Your Firm's Future
|
Mar 12, 2024 |
|
E171 - Mastering Growth: Nurturing a Culture of Continuous Improvement Through Training
|
Mar 05, 2024 |
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E170 - Business Development The Coordination of Your Marketing and Sales Strategies
|
Feb 27, 2024 |
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E169 - How to Evolve Your Firms L&D Program
|
Feb 20, 2024 |
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E168 - Get to Know Parker Bohon
|
Feb 13, 2024 |
|
E167 - How to Effectively Communicate Internal Change
|
Feb 06, 2024 |
|
E166 - Automated Reporting using PowerBI
|
Jan 30, 2024 |
|
E165 - The Impact of Marketing in Your Firm
|
Jan 23, 2024 |
|
E164 - Get to Know Erin McCormick
|
Jan 16, 2024 |
|
E163 - Components of an Exceptional CAAS Practice
|
Jan 09, 2024 |
|
E162 - Transitioning Into the Role of CIO
|
Jan 02, 2024 |
|
E161 - The Evolution of Growth Trends: 2023 and into 2024
|
Dec 19, 2023 |
|
E160 - The Evolution of Technology Trends: 2023 and into 2024
|
Dec 12, 2023 |
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E159 - The Evolution of Talent Trends: 2023 and into 2024
|
Dec 05, 2023 |
|
E158 - The Evolution of Process Trends: 2023 and into 2024
|
Nov 28, 2023 |
|
E157 - The Evolution of Leadership Trends: 2023 and into 2024
|
Nov 21, 2023 |
|
E156 - What's in My Bag?
|
Nov 14, 2023 |
|
E155 - Get to Know Emilie Elpers
|
Nov 07, 2023 |
|
E154 - AICPA's and CPA.com's Efforts Around Emerging Technologies
|
Oct 31, 2023 |
|
E153 - Improving your Staff and Client Experience through Technology
|
Oct 24, 2023 |
|
E152 - Building a Strong HR Department From the Ground Up
|
Oct 17, 2023 |
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E151 - Measuring Success: Analyzing the Impact of Data Governance
|
Oct 10, 2023 |
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E150 - Growing your Firm's Advisory Service
|
Oct 03, 2023 |
|
E149 - Supporting the Emerging L&D Leader
|
Sep 26, 2023 |
|
E148 - CAS Transformation is Only a Piece of Overall Business Transformation
|
Sep 19, 2023 |
|
E147 - Get to Know Heather Robinson
|
Sep 12, 2023 |
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E146 - Beyond Spreadsheets: Unleashing Blockchain's Revolutionary Impact on the Accounting Profession
|
Sep 05, 2023 |
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E145 - Announcing Boomer Circle Summit!
|
Aug 29, 2023 |
|
E144 - Tech-Driven Success: Embracing CAS for a Whole Suite Approach
|
Aug 22, 2023 |
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E143 - Creating Space for Mental Wellness
|
Aug 15, 2023 |
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E142 - How Becoming a Thought Leader Can Benefit Your Firm
|
Aug 08, 2023 |
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E141 - Get to Know Jacqueline Lombardo
|
Aug 01, 2023 |
|
E140 - Leveraging AI Disruption: Five Game-Changing Advantage for Results Leaders in Accounting
|
Jul 25, 2023 |
|
E139 - Navigating 4 Generations in the Workplace
|
Jul 18, 2023 |
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E138 - The Crucial Role of Succession Planning in Every Firm
|
Jul 11, 2023 |
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E137 - The Importance of People-Inspired Resource Management
|
Jul 04, 2023 |
|
E136 - Get to Know Erin Shively
|
Jun 27, 2023 |
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E135 - Visioning and Strategic Planning with Bill Dunton
|
Jun 20, 2023 |
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E134 - Get to Know Kylie Pruser
|
Jun 13, 2023 |
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E133 - Creating a Future-Focused Approach to Resource Allocation
|
Jun 06, 2023 |
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E132 - The Importance of a Vision & Strategic Plan
|
May 30, 2023 |
|
E131 - 3 Ways to Develop, Upskill and Educate in the Year Ahead
|
May 23, 2023 |
|
E130 - 6 Tools to Generate Leads for Your Niche
|
May 16, 2023 |
|
Part 2: E129 - How to Develop a People First Culture
|
May 09, 2023 |
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Part 1: E129 - How to Develop a People First Culture
|
May 02, 2023 |
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E128 - How to Improve Firm-Wide Communication
|
Apr 25, 2023 |
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E127 - How to Prepare for Succession Planning
|
Apr 18, 2023 |
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E126 - The Importance of Learning and Development in Accounting Firms
|
Apr 11, 2023 |
|
E125 - How to Build a Cross Functional Team
|
Apr 04, 2023 |
|
E124 - How to Take a New Approach to Growth & Client Filtering
|
Mar 28, 2023 |