Boomer Consulting, inc.

The Boomer Briefing

Business EN ↓ 100 episodes

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 providin...

Author

Boomer Consulting, inc.

Category

Business

Podcast website

boomer.libsyn.com

Latest episode

Jun 30, 2026

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Episodes

E197 - Leaders Need to Lead 24.09.2024

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 at Boomer Consulting discusses the key qualities and actions of great leaders. Emphasizing the importance of identifying passion and purpose, cultivating a growth mindset, embracing challenges, overc...

E196 - Patching the Gaps: Strengthening Security in the Accounting Profession 17.09.2024

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release of the podcast, host L. Gary Boomer, Founder, Visionary, and Strategist of Boomer Consulting, and Eric McMillen, CEO, Chief Security Architect, and Founder of The McMillen Group, discuss the critical role of patch management in the accounting profession. They cov...

E195 - AI: Friend or Foe? Navigating the Dual-Edged Sword of Privacy and Security 10.09.2024

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release of the podcast, host L. Gary Boomer, Founder, Visionary, and Strategist of Boomer Consulting, and Eric McMillen, CEO, Chief Security Architect, and Founder of The McMillen Group, discuss the impact of AI on privacy and security. They explore the benefits of AI, i...

E194 - Securing the Future: Privacy, Passkeys, and Passwords 03.09.2024

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this special release of the podcast host L. Gary Boomer, Founder, Visionary, and Strategist of Boomer Consulting, and Eric McMillen, CEO, Chief Security Architect, and Founder of The McMillen Group. Together, they will explore the future of passwords, passkeys, and password managers,...

E193 - Navigating the Struggles between Outsourcing Strategy 27.08.2024

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 Riki Shah about outsourcing and offshoring. Dive into the struggles and benefits of using this strategy and how it will affect your accounting firm.   Amanda Wilkie Social Media:  Tw...

E192 - The Evolution of HR Roles in M&A for Organizational Growth 13.08.2024

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 at Boomer Consulting, talks to Crystal McClellan about the role HR plays in mergers and acquisitions and best practices to make those transitions easier. Sandra Wiley's Social Media:  Twitter: @sandr...

E191 - The Process of Developing a CAAS Group 06.08.2024

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 talks to Alex Schwab, Director of Client Advisory Services and Outsourced Human Resources at Brady Martz about the process of developing a CAAS group in your firm. Ji...

E190 - Change Management 30.07.2024

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 at Boomer Consulting talks to Amanda Wilkie, Consultant at Boomer Consulting about the transformation triangle and how it relates to change management. They also dive into the frame...

E189 - A CIO's Perspective on Building Buy-In 23.07.2024

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 Lisa Dunnigan about A CIO's perspective on building buy-in. Dive into why it is so important to build buy in and why it is important for firms to have it.   Amanda Wilkie Social Medi...

E188 - Product Power-Up: Navigating Heavy Lifts in the Tech World 16.07.2024

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 at Boomer Consulting talks to Bob Fink about navigating heavy lifts in the tech world. Dive into ways to improve client experience with communications and technologies.  M...

E187 - Strategies for Smooth Relationship Transitions 02.07.2024

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 at Boomer Consulting talks to Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting about transitioning client relationships to someone else in the firm. Dive into these strategies t...

E186 - Top 5 Priorities for HR Leaders 24.06.2024

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 at Boomer Consulting gives us 5 priorities HR Leaders should be thinking about and working on right now in their accounting firms.  Sandra Wiley Social Media:  Twitter: @sandrawiley  LinkedIn: sandra...

E185 - Shifting Gears: Transforming Infrastructure for Growth 18.06.2024

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 Kyle Stahlbaum about Transforming Infrastructure for Growth. Dive into why shifting gears can help you firm in more ways than one. Amanda Wilkie Social Media:  Twitter: @amandawilkie_...

E184 - The Top 10 High Performance HR Practices 11.06.2024

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 about The top 10 global best performing HR practices and how we can use them in our accounting firms. Jon Hubbard Social Media:  Twitter: @jon_hubbard  LinkedIn:...

E183 - Boomer Circle Summit 04.06.2024

On this episode of the Boomer Briefing Podcast, Marc Staut, Shareholder and Chief Innovation and Technology Officer at Boomer Consulting talks to Jim Boomer, Shareholder and Chief Executive Officer about the Boomer Circle Summit. Dive into the keynote speakers that will be there, what this event is, and how it will bring all parties of an organization together.  Marc Staut Social Media:  Twitter:...

E182 - How Technology Will Help Beat Burnout 28.05.2024

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 Technology and Burnout. She talks about technology and how it will clear roadblocks and help create less burnout in our firms. Sandra Wiley on Social Media:   X: @sandr...

E181 - Charting the Course: Crafting Your Future with Boomer Knowledge Network 21.05.2024

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 talks to Jacqueline Lombardo, Operations Strategist at Boomer Consulting about the Boomer Knowledge Network. Dive into what it is and what it comes with. This new tool will not just be fo...

E180 - C-Suite Tips and Tricks for Transitioning from One MP to the Next 14.05.2024

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 at Boomer Consulting talks to Jess Camp, Chief People Officer at Adams Brown about transitioning from one Managing Partner to the next. Dive into C-Suite tips and tricks for these transitions.  Sandr...

E179 - What is the Boomer CAAS Circle? 07.05.2024

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 at Boomer Consulting talks to Jim Boomer, Shareholder and Chief Executive Officer at Boomer Consulting about the Boomer CAAS Circle. Dive into what the CAAS Circle is, how it is different from other...

E178 - Retention Challenges Within the Accounting Profession 30.04.2024

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 Geoffrey Brown, President and CEO at Illinois CPA Society about retention within the accounting industry and the challenges we face with it. Dive into the resu...

E177 - Eagle U: Transforming High School and College Paths 23.04.2024

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 at Boomer Consulting talks to Taylor Lowe, Executive Director of Eagle University about the Eagle U experience. Dive into details such as the logistics, what type of person they are looking for, and...

E176 - Leading Like a Coach: Building Teams for Success 16.04.2024

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 at Boomer Consulting talks to Shawn Fisher, Director of Internal Technology with REDW about leading like a coach. Dive into how to build a foundation and culture for leadi...

E175 - Get to Know Deanna Perkins 09.04.2024

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 Solutions Manager at Boomer Consulting, Deanna Perkins. Learn more about what she does, and how she came to be on the team. Jim Boomer on Social Media: Twitter: @jimboomer Linke...

E174 - Billing Time vs. Delivering Value: Shifting Mindsets in the CPA Industry 02.04.2024

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 at Boomer Consulting talks to Allen Gregory, Partner, Federal Tax at TaxOps about billing time versus delivering value to clients. They dive into how removing hourly rates...

E173 - Optimizing Resources: The Intersection of Project Management, Resource Management and AI 26.03.2024

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 at Boomer Consulting talks to Earl Blackmon, Shareholder & Financial Consultant with the Avizo Group about optimizing resources to make a bigger impact on your firm. See how project...

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