The Boomer Briefing

Hosted by Boomer Consulting Inc.

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Episodes

100

Latest episode

Aug 2026

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About the show

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.

Listen to episodes

60 recent

August 25, 2026Episode 4108 min

E410 - What happened in the spring CAAS Circle meeting

Welcome to the Boomer Briefing Podcast – your 10-minute insight into the conversations shaping the future of the accounting profession. In this episode, Jim Boomer and Jon Hubbard recap the Spring 2026 CAAS Circle meetings, where CAS leaders explored the trends driving growth and transformation across the profession. From practical AI use cases and advisory skill development to modern pricing strategies, client onboarding, and performance measurement, the conversation highlights how firms are evolving their service models to create more value for clients. Jim and Jon also share key themes emerging from firms as they prepare for a future shaped by automation, data-driven decision-making, and higher-value advisory services. Tune in for insights from firms actively building the next generation of CAS practices. 💡 Explore the Boomer CAAS Circle and our other Circle communities 📩 Subscribe to the Boomer Bulletin for insights, event updates, and thought leadership 🔗 Follow the CAAS Circle facilitators for more updates and expertise: Jim Boomer Twitter: @jimboomer LinkedIn: jimboomer Jon Hubbard Twitter: @Jon_Hubbard LinkedIn: jonhubbard For more information about Boomer Consulting, visit boomer.com

August 11, 2026Episode 4095 min

E409 - What happened in the Spring Technology Circle meetings

Welcome to the Boomer Briefing Podcast—your 20-minute insight into the conversations shaping the future of the accounting profession. On this episode, Marc Staut and Chris Rochford recap the latest Boomer Technology Circle meeting, where firm and technology leaders came together to discuss the accelerating pace of change across the profession. From AI governance and automation strategy to cybersecurity, leadership alignment, and emerging technologies, the conversation focused on how firms are turning innovation into practical action. The episode explores how forward-thinking firms are embedding AI into their culture and operations, balancing experimentation with governance, and building stronger processes around data security and automation development. Marc and Chris also highlight the value of peer collaboration through the Technology Circles community, where firms openly share challenges, lessons learned, and strategies for navigating what's next. 💡 Explore the Boomer Technology Circles and our other Circle communities 📩 Subscribe to the Boomer Bulletin for insights, event updates, and thought leadership 🔗 Follow the Technology Circles facilitators for more updates and expertise: Marc Staut Twitter: @CPATechGeek LinkedIn: mstaut Chris Rochford LinkedIn: chrisrochford For more information about Boomer Consulting , visit boomer.com

July 28, 2026Episode 4086 min

E408 - What happened in the spring Managing Partner Circle meeting

Welcome to the Boomer Briefing Podcast — your 10-minute insight into the conversations shaping the future of the accounting profession. In this episode, Jim Boomer and Marc Staut recap the latest Managing Partner Circle meeting, where firm leaders came together to discuss the evolving realities of leadership, growth, client experience, and AI in today's profession. They explore how firms are rethinking traditional success metrics, why AI is becoming a leadership imperative—not just a technology initiative—and how managing partners are preparing for the ripple effects AI will have on pricing, hiring, accountability, and firm strategy. Jim and Marc also highlight conversations around the modern client experience, inspired by concepts like Unreasonable Hospitality , and discuss how firms can raise the bar by creating more intentional, personalized client relationships in an era of rapidly changing expectations. The episode also touches on the value of peer collaboration through the Managing Partner Exchange, where members openly share ideas, projects, and lessons learned with fellow firm leaders. 💡 Explore the Boomer Managing Partner and our other Circle communities 📩 Subscribe to the Boomer Bulletin for insights, event updates, and thought leadership 🔗 Follow the Technology Circles facilitators for more updates and expertise: Jim Boomer Twitter: @jimboomer LinkedIn: jimboomer Marc Staut Twitter: @CPATechGeek LinkedIn: mstaut For more information about Boomer Consulting, visit boomer.com

July 14, 2026Episode 4074 min

E407 - What happened in the Spring Tax Leader Circle meeting

Welcome to the Boomer Briefing Podcast – your 10-minute conversation around the trends shaping the accounting profession. On this episode, Jon Hubbard and Jim Boomer recap the first-ever Tax Leader Circle meeting, where tax leaders from forward-thinking firms came together to discuss the future of the tax practice. The conversation explored how AI and emerging technologies are reshaping tax workflows, creating new capacity opportunities, and forcing firms to rethink traditional business models. You'll hear insights on redesigning work instead of simply adding more people, leveraging automation to improve efficiency, and the growing pressure to move beyond hourly billing toward more value-based approaches. Jon and Jim also discuss the broader leadership challenge facing tax departments today: building a vision for the future of the practice, modernizing workflows, and helping firms navigate disruption with greater confidence and clarity. 💡 Explore the Boomer Tax Leader Circle and our other Circle communities 📩 Subscribe to the Boomer Bulletin for insights, event updates, and thought leadership 🔗 Follow the Tax Leader Circle facilitators for more updates and expertise: Jon Hubbard Twitter: @Jon_Hubbard LinkedIn: jonhubbard Jim Boomer Twitter: @jimboomer LinkedIn: jimboomer For more information about Boomer Consulting , visit boomer.com

June 30, 2026Episode 39818 min

E406 - What happened in the Spring Process Circle meeting

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 practical process improvements shared during Circle Exchange to more structured approaches to software evaluation, the conversation highlights how firms are becoming more intentional in how they design, evaluate, and implement change. A clear theme throughout the episode: successful transformation depends on people, not just plans. As firms face increasing change fatigue and complexity, leaders are shifting their focus toward stronger change management, better alignment between strategy and execution, and building sustainable processes that actually stick. Press play and listen to the full show. 💡 Explore the Boomer Process Circle and our other Circle communities 📩 Subscribe to the Boomer Bulletin for insights, event updates, and thought leadership 🔗 Follow the Process Circle facilitators for more updates and expertise: Arianna Campbell Twitter: @arianna_BCI LinkedIn: ariannacampbell Amanda Wilkie Twitter: @AmandaWilkieBCI LinkedIn: amanda-wilkie-pmp For more information about Boomer Consulting, visit boomer.com

June 16, 2026Episode 4057 min

E405 - What happened in the Spring Audit Leader Circle meeting

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 evolving, with a strong focus on AI, emerging technologies, and the ripple effect these changes are having on process, pricing, and talent strategies. Leaders explored how to rethink the value they deliver and adapt their firms to a more technology-driven future. You'll also hear how the group tackled developing next-generation leaders, creating space for open dialogue, and learning from both successes and challenges. Through peer-driven discussions, audit leaders left with practical ideas, stronger connections, and a shared commitment to accelerating progress together. 💡 Explore the Boomer Audit Leader Circle and our other Circle communities 📩 Subscribe to the Boomer Bulletin for insights, event updates, and thought leadership 🔗 Follow the Audit Leader Circle facilitators for more updates and expertise: Jon Hubbard Twitter: @Jon_Hubbard LinkedIn: jonhubbard Jim Boomer Twitter: @jim_boomer LinkedIn: jimboomer For more information about Boomer Consulting , visit boomer.com

June 2, 2026Episode 4047 min

E404 - What happened in the Spring Operations Circle meeting

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, along with how operations leaders are rethinking resource management as a strategic, data-driven function. Members also discussed operational benchmarks, staffing ratios, and building stronger dashboards and KPIs as firms begin moving beyond the traditional billable hour model. The episode also highlights how firms are structuring for future growth, including pod-based team models organized around client types, and explores how leaders are managing change fatigue while keeping teams engaged and involved in the change process. 💡 Explore the Boomer Operations Circle and our other Circle communities 📩 Subscribe to the Boomer Bulletin for insights, event updates, and thought leadership 🔗 Follow the Operations Circle facilitators for more updates and expertise: Jon Hubbard Twitter: @Jon_Hubbard LinkedIn: jonhubbard Jim Boomer Twitter: @jim_boomer LinkedIn: jimboomer For more information about Boomer Consulting , visit boomer.com

May 19, 2026Episode 4036 min

E403 - What happened in the spring M&BD Circle meeting

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 growth leaders need to be having right now, connecting marketing and business development efforts to broader firm trends, elevating the role through more intentional metrics and decision-focused data, and rethinking A-level client experience. Members discussed how the right dashboards can drive stronger leadership conversations around profitability and client value, and challenged each other to create high-impact services, like strategic planning, that deepen relationships and differentiate the firm in an AI-driven environment. 💡 Explore the Boomer Marketing & Business Development Circle and our other Circle communities 📩 Subscribe to the Boomer Bulletin for insights, event updates, and thought leadership 🔗 Follow the Marketing & Business Development Circle facilitators for more updates and expertise: Jon Hubbard Twitter: @ Jon_Hubbard LinkedIn: jonhubbard Heather Robinson Twitter: @ Heather_BCI LinkedIn: heatherobinson For more information about Boomer Consulting, visit boomer.com .

May 5, 2026Episode 4026 min

E402 - What happened in the Spring Talent Circle meeting

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 capacity planning, the conversation highlights how talent leaders are navigating a rapidly changing environment. You'll also hear insights from members sharing real AI use cases, discussions around moving beyond the billable-hour mindset toward measuring outcomes and value, and a panel on how HR can play a more strategic role during mergers and acquisitions. 💡 Explore the Boomer Talent Circle and our other Circle communities 📩 Subscribe to the Boomer Bulletin for insights, event updates, and thought leadership 🔗 Follow the Talent Circle facilitators for more updates and expertise: Jon Hubbard Twitter: @ Jon_Hubbard LinkedIn: jonhubbard Jim Boomer Twitter: @jim_boomer LinkedIn: jimboomer For more information about Boomer Consulting, visit boomer.com

April 21, 2026Episode 40110 min

E401 - What happened in the Spring L&D Circle Meeting

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 for new versus experienced hires to improving the cadence and consistency of the onboarding process itself, this conversation dives into how firms are increasing both effectiveness and efficiency. Explore the Boomer Learning & Development Circle and our other Circle communities Subscribe to the Boomer Bulletin for insights, event updates, and thought leadership Follow the Learning & Development Circle facilitators for more updates and expertise: Jon Hubbard Twitter: @ Jon_Hubbard LinkedIn: jonhubbard Arianna Campbell Twitter: arianna_BCI LinkedIn: ariannacampbell For more information about Boomer Consulting, visit boomer.com