The Boomer Briefing

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

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

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.

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

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

E310 - What happened in the Fall Managing Partner Circle Meeting

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 navigating transition planning and partner expectations, this discussion highlights how managing partners are steering strategy in a fast-changing landscape. You'll also hear insights on practice management transformations, the renewed focus on organic growth, and why peer perspectives are so valuable when making high-stakes leadership decisions. 💡 Explore the Boomer Managing Partner Circle and our other Circle communities 📩 Subscribe to the Boomer Bulletin for insights, event updates, and thought leadership 🔗 Follow the Managing Partner Circle 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

E309 - What happened in the Fall Technology Circles meeting

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, and the surge of new tools in practice management and audit. Jim and Mark also discuss why peer insight is critical for smarter tech decisions and how firms are turning vendor relationships into true strategic partnerships. 💡 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: Jim Boomer Twitter: @jimboomer LinkedIn: jimboomer Marc Staut Twitter: @CPATechGeek LinkedIn: mstaut For more information about Boomer Consulting, visit boomer.com

E308 - What happened in the Fall Process Circle Meeting

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. From how firms are building awareness and adoption of AI to rethinking centralization through the lens of people, process, and technology, Amanda and Arianna unpack how firms are navigating transformation while keeping change management front and center. They also explore the Transformation Triangle—the intersection of project management, process management, and operational management—and why clarity, accountability, and communication are essential for lasting change. 💡 Explore the Boomer 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: Arianna Campbell Amanda Wilke Twitter: @AmandaWilkieBCI LinkedIn: Amanda Wilkie For more information about Boomer Consulting, visit boomer.com

E307 - What happened in the Fall CAAS 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, 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 adoption and upskilling to rethinking pricing strategies and packaging, this conversation explores how firms are modernizing their CAS practices. Jim and Jacqueline also unpack how future-ready firms are approaching recruiting, retention, and leadership development—and why creating clarity and urgency at every level is key to staying relevant in a rapidly changing market. 💡 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 Jacqueline Lombardo Twitter: @Jacqueline_BCI LinkedIn: jacquelinelombardo For more information about Boomer Consulting, visit boomer.com

E306 - What happened in the Fall Marketing Business Development Circle