The Boomer Briefing

Welcome to the Boomer Briefing Podcast—your 20-minute insight into the conversations shaping the future of the accounting profession. In this episode, Arianna Campbell and Amanda Wilkie recap key takeaways from the Spring 2026 Process Circle meeting, where change agents from across the firm—spanning process, project, and innovation roles—came together to share what's driving real progress. From pr...

Welcome to the Boomer Briefing Podcast – your 20-minute insight into the conversations shaping the future of the accounting profession. On this episode, Jon Hubbard and Jim Boomer recap the first Audit Leader Circle meeting, where audit leaders came together ready to share, collaborate, and build a trusted peer network from day one. The conversation centered on how the audit business model is evol...

Welcome to the Boomer Briefing Podcast – your 20-minute insight into the conversations shaping the future of the accounting profession. On this episode, Jon Hubbard and Jim Boomer share highlights from the latest Operations Circle meeting, where operations leaders discussed the challenges and opportunities shaping firm operations today. The conversation covers the growing role of AI in firms, alon...

Welcome to the Boomer Briefing Podcast – your 20-minute insight into the conversations shaping the future of the accounting profession. In this episode, Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting, and Heather Robinson, Marketing Manager, share highlights from the latest Marketing & Business Development Circle meeting. This meeting focused on the strategic conversations...

Welcome to the Boomer Briefing Podcast – your 20-minute insight into the conversations shaping the future of the accounting profession. On this episode, Jon Hubbard and Jim Boomer recap the latest Talent Circle meeting, where HR and talent leaders explored the trends shaping their role and their firms. From the growing influence of AI on how work gets done to the evolving complexity of workforce c...

Welcome to the Boomer Briefing Podcast – your 20-minute insight into the conversations shaping the future of the accounting profession. On this episode, Jon Hubbard and Arianna Campbell share highlights from the latest Learning & Development Circle meeting, where L&D leaders from across the country gathered to explore how learning is shaping the future of their firms. From rethinking onboarding fo...

Welcome to the Boomer Briefing Podcast – your 20-minute (or less) insight into the conversations shaping the future of the accounting profession. On this episode, Jim Boomer and Mark Staut break down the most impactful conversations from the latest Managing Partner Circle meeting, where firm leaders dug into the trends shaping their firms' future. From evaluating emerging technologies to navigatin...

Welcome to the Boomer Briefing Podcast – your 20-minute insight into the conversations shaping the future of the accounting profession. In this episode, Jim Boomer and Mark Staut share highlights from the latest Technology Circle meetings, where tech and firm leaders dug into what's changing—and what's coming next. They cover top security concerns, the rapid growth of AI use cases across the firm,...

Welcome to the Boomer Briefing Podcast – your 20-minute (or less) insight into the conversations shaping the future of the accounting profession. In this episode, Amanda Wilke and Arianna Campbell share highlights from the latest Boomer Process Circle meeting, where firm leaders came together to discuss AI, centralization, and the evolving connection between process, project, and change management...

Welcome to the Boomer Briefing Podcast – your 20-minute insight into the conversations shaping the future of the accounting profession. In this episode, Jim Boomer and Jacqueline Lombardo share highlights from the latest CAAS Circle meetings, where leaders of client accounting and advisory services came together to discuss growth, pricing, technology, and talent. From the rising urgency around AI...

Welcome to the Boomer Briefing Podcast – your 20-minute insight into the conversations shaping the future of the accounting profession. On this episode, Jon Hubbard and Jim Boomer share highlights from the latest Talent Circle meeting, where HR and talent leaders came together to tackle the challenges and opportunities shaping their firms. From the strategic role of HR in firmwide planning to buil...

SHOW NOTES: Welcome to the Boomer Briefing Podcast – your 20-minute (or less) insight into the conversations shaping the future of the accounting profession. On this episode, Jon Hubbard and Jim Boomer go behind the scenes of the latest CAAS Circle meeting, where client accounting and advisory leaders gathered to share what's working, where they're evolving, and how they're preparing their firms f...

Welcome to the Boomer Briefing Podcast – your 20-minute insight into the conversations shaping the future of the accounting profession. On this episode, Arianna Campbell and Amanda Wilke break down the key takeaways from the latest Process Circle meeting, where operations, innovation, IT, and project management leaders came together to discuss firmwide process improvement. From practical applicati...

Welcome to the Boomer Briefing Podcast – your 20-minute (or less) insight into the conversations shaping the future of the accounting profession. In this episode, Jim Boomer and Marc Stout unpack the highlights from the latest Managing Partner Circle meeting, where firm leaders gathered to explore what's working - and what's next. From revisiting compensation models to better align with firm visio...

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 is joined by Gary Boomer, Founder, Visionary & Strategist. In this milestone episode of the Boomer Briefing Podcast, hosts Jim and Gary Boomer reflect on the achievements of the past year...

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 of Boomer Consulting talks to Derek Olsen, a Solutions Advisor at Boomer Consulting. They discuss Derek's journey to Boomer, his family life, personal achievements, and inspirations. Derek shares his love fo...

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 of Boomer Consulting talks to Chris Rochford, the Technology Manager at Boomer Consulting. They discuss Chris's journey within the company, his personal interests, achievements, inspirations, and travel expe...

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 of Boomer Consulting talks to Hailey Hilbert, a client service coordinator at Boomer Consulting. They discuss Haley's journey from being a high school English teacher to her current role, her collaborative w...

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, Jacqueline Lombardo, Operations Strategist from Boomer Consulting discusses the Boomer Knowledge Network (BKN), a digital library tailored for accounting firms. The BKN provides a wealth of resources including tools, guides, articles, and...

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 and Marc Staut, Shareholder and Chief Innovation and Technology Officer from Boomer Consulting discuss the 2024 macro trend of ideation and experimentation, emphasizing its importance across the five...

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, and Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting discuss the 2024 macro trend of the evolution of business models, focusing on five key micro tr...

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 and Amanda Wilkie, Consultant from Boomer Consulting discuss discuss the 2024 macro trend of the Transformation Triangle, which encompasses process management, project management, a...

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 and Amanda Wilkie, Consultant from Boomer Consulting discuss discuss the 2024 macro trend of AI is Everywhere, particularly focusing on its pervasive influence within the accounting profe...