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    boomerbriefing

    Explore "boomerbriefing" with insightful episodes like "E126 - The Importance of Learning and Development in Accounting Firms", "E124 - How to Take a New Approach to Growth & Client Filtering", "E123 - How Firms are Leveraging Project Management to Provide Better Client Service", "E122 - The Evolving Role of the CMO in Accounting Firms" and "E120 - Why Engaging, Interactive Content is Important" from podcasts like ""The Boomer Briefing", "The Boomer Briefing", "The Boomer Briefing", "The Boomer Briefing" and "The Boomer Briefing"" and more!

    Episodes (38)

    E126 - The Importance of Learning and Development in Accounting Firms

    E126 - The Importance of Learning and Development in Accounting Firms

    Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

    This episode, host Arianna Campbell, Shareholder & Consultant at Boomer Consulting, has a
    conversation with Jennifer Arutunjan, Manager of Learning & Development at Freed Maxick. They discuss Jennifer’s career, her current role at Freed Maxick, the importance of L&D in accounting firms and the essentials of being an L&D leader.

    Arianna on Social Media:
    Twitter: @arianna_BCI
    LinkedIn: @ariannacampbell

    Jennifer/Freed Maxick on Social Media:
    LinkedIn: @jarutunjan
    Freed Maxick Facebook: @FreedMaxickCPAs
    Freed Maxick Twitter: @FreedMaxickCPAs
    Freed Maxick LinkedIn: @freed-maxick-cpas-p-c-
    Freed Maxick Instagram: freedmaxickcpas

    Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com

    E124 - How to Take a New Approach to Growth & Client Filtering

    E124 - How to Take a New Approach to Growth & Client Filtering

    Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.  

    This episode, host Jon Hubbard, Shareholder at Boomer Consulting, discusses nonfit revenue, target clients, core service packages, business development process, messaging your services, marketing strategy, client intake process, and managing capacity 

    Jon on Social Media:
    Twitter: @Jon_Hubbard
    LinkedIn: @jonhubbard
    Email: Jon.Hubbard@boomer.com 

    Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com 

    E123 - How Firms are Leveraging Project Management to Provide Better Client Service

    E123 - How Firms are Leveraging Project Management to Provide Better Client Service

    Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.  

    On this episode, Boomer Consultant, Amanda Wilkie, discusses the meaning of project management, the skills needed, differentiators, process management, and more 

    Amanda on Social Media:
    Twitter: @AmandaWilkieBCI
    LinkedIn: @amanda-wilkie-pmp
    Email: Amanda.Wilkie@boomer.com 

    Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com 

    E122 - The Evolving Role of the CMO in Accounting Firms

    E122 - The Evolving Role of the CMO in Accounting Firms

    Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.  

    This episode, host Jon Hubbard, Consultant/Shareholder at Boomer Consulting has a conversation with Kristen Lollar, Chief Marketing Officer at Whitley Penn. They discuss her early career, building a marketing department, changes through the years, building a team, marketing intern programs, getting fresh ideas, strategic marketing at all levels, smart growth, and the future of marketing in the accounting profession 

    Jon on Social Media: 
    Twitter: @Jon_Hubbard
    LinkedIn: @jonhubbard
    Email: jon.hubbard@boomer.com 

    Kristen on Social Media: 
    LinkedIn: @kristenlollar

    Whitley Penn on Social Media:  
    Facebook: @WhitleyPenn
    Twitter: @whitleypenn
    LinkedIn: @whitley-penn
    Instagram: @whitleypenn_official

    Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com 

    E120 - Why Engaging, Interactive Content is Important

    E120 - Why Engaging, Interactive Content is Important

    Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.  

    This episode, host Jon Hubbard, Shareholder at Boomer Consulting, has a conversation with Boomer President, Sandra Wiley. They discuss the importance of content, manifesting expertise, thought leadership, solving problems with content, conversational tones, using videos, growing in expertise, and how to implement this process.  

    Jon on Social Media:  
    Twitter: @Jon_Hubbard
    LinkedIn: @jonhubbard
    Email: Jon.Hubbard@boomer.com 

    Sandra on Social Media:
    Twitter: @sandrawiley
    LinkedIn: @sandrawiley
    Email: Sandra.Wiley@boomer.com 

    Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com 

    E119 - Technology Budgeting: A New Hierarchy for Innovation and Reducing Technical Debt

    E119 - Technology Budgeting: A New Hierarchy for Innovation and Reducing Technical Debt

    Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.  

    This episode, host Jon Hubbard, Consultant/Shareholder at Boomer Consulting has a conversation with Marc Staut, Chief Innovation and Technology Officer at Boomer Consulting. They discuss short term decisions, long term impact, paying technical debt, technology budgets, anticipating moves, tracking technical debt, investing in innovation, and understanding technical debt.  

    Jon on Social Media: 
    Twitter: @Jon_Hubbard
    LinkedIn: @jonhubbard
    Email: jon.hubbard@boomer.com 

    Marc on Social Media:
    Twitter: @CPATechGeek
    LinkedIn: @mstaut 

    Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com 

    E118 - Creating Mindfulness in the Workplace

    E118 - Creating Mindfulness in the Workplace

    Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.  

    This episode, host Jon Hubbard, Consultant/Shareholder at Boomer Consulting has a conversation with Katelynn Kolterman, Project Manager at Boomer Consulting. They discuss the importance of mindfulness, being present, mindful eating, journaling, breathwork, meditating, benefits, and where to start.  

    Jon on Social Media:  
    Twitter: @Jon_Hubbard 
    LinkedIn: @jonhubbard 
    Email: jon.hubbard@boomer.com 

    Katelynn on Social Media: 
    LinkedIn: @katelynnkolterman
    Email: katelynn.kolterman@boomer.com 

    Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about BoomerConsulting, visit boomer.com.

    E117 - How to Ensure Your Process Changes Survive Tax Season

    E117 - How to Ensure Your Process Changes Survive Tax Season

    Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.  

    This episode, host Jon Hubbard, Shareholder/Consultant at Boomer Consulting, has a conversation with Boomer technology and process Consultant, Amanda Wilkie. They discuss process stress tests, consistent processes, improvement plans, continuous improvement, process acceptance, visibility, celebrating success, engaged staff, and process creativity.  

    Jon on Social Media:  
    Twitter: @Jon_Hubbard 
    LinkedIn: @jonhubbard 
    Email: Jon.Hubbard@boomer.com 

    Amanda on Social Media: 
    Twitter: @AmandaWilkieBCI 
    LinkedIn: @amanda-wilkie-pmp 
    Email: Amanda.Wilkie@boomer.com 

    Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com 

    E116 - The Biggest Shift in Leadership: A Look Back at 2022 & Looking Ahead to 2023

    E116 - The Biggest Shift in Leadership: A Look Back at 2022 & Looking Ahead to 2023

    Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.  

    On this episode, host Jon Hubbard, Shareholder/Consultant at Boomer Consulting, is joined by Boomer Consulting CEO, Jim Boomer. They discuss rethinking how you get your work done, the talent war, right sizing, business transformation, 2023 recommendations, adapting, recruiting, pricing/packaging, focusing on talent, the employee experience, revenue replacement, and the importance of a strategic plan. 

    Jon on Social Media:  
    Twitter: @Jon_Hubbard 
    LinkedIn: @jonhubbard 
    Email: Jon.Hubbard@boomer.com 

    Jim on Social Media: 
    Twitter: @jimboomer 
    LinkedIn: @jimboomer 

    Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com 

    E115 - The Biggest Shift in Growth A Look Back at 2022 & Looking Ahead to 2023

    E115 - The Biggest Shift in Growth A Look Back at 2022 & Looking Ahead to 2023

    Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.  

    On this episode, host Jon Hubbard, Shareholder/Consultant at Boomer Consulting, is joined by Boomer Consulting CEO, Jim Boomer. They discuss the biggest trends of 2022, talent shortages, identifying target clients, revenue replacement, core service packages, and servicing underserved clients. 

    Jon on Social Media:  
    Twitter: @Jon_Hubbard 
    LinkedIn: @jonhubbard 
    Email: Jon.Hubbard@boomer.com 

    Jim on Social Media: 
    Twitter: @jimboomer 
    LinkedIn: @jimboomer 

    Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com 

    E114 - The Biggest Shift in Technology: A Look Back at 2022 and Looking Ahead to 2023

    E114 - The Biggest Shift in Technology: A Look Back at 2022 and Looking Ahead to 2023

    Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.  

    This episode, host Jon Hubbard, Consultant/Shareholder at Boomer Consulting has a conversation with Marc Staut, Chief Innovation and Technology Officer at Boomer Consulting. They discuss focusing on systems, holistic approaches, emerging technologies, and getting in early.  

    Jon on Social Media:  
    Twitter: @Jon_Hubbard 
    LinkedIn: @jonhubbard 
    Email: jon.hubbard@boomer.com 

    Marc on Social Media: 
    Twitter: @CPATechGeek 
    LinkedIn: @mstaut 

    Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com 

    E113 - The Biggest Shift in Talent: A Look Back at 2022 & Looking Ahead to 2023

    E113 - The Biggest Shift in Talent: A Look Back at 2022 & Looking Ahead to 2023

    Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.  

    This episode, host Jon Hubbard, Shareholder at Boomer Consulting, has a conversation with Boomer President, Sandra Wiley. They discuss the biggest shifts that have happened in the area of talent in 2022 and look ahead to 2023.

    Jon on Social Media:  
    Twitter: @Jon_Hubbard 
    LinkedIn: @jonhubbard 
    Email: Jon.Hubbard@boomer.com 

    Sandra on Social Media: 
    Twitter: @sandrawiley
    LinkedIn: @sandrawiley
    Email: Sandra.Wiley@boomer.com

    Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com 

    E112 - The Biggest Shift in Process: A Look Back at 2022 & Looking Ahead to 2023

    E112 - The Biggest Shift in Process: A Look Back at 2022 & Looking Ahead to 2023

    Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.  

    This episode, host Jon Hubbard, Shareholder at Boomer Consulting, has a conversation with Boomer Consultant, Amanda Wilkie. They discuss the biggest shifts that have happened in the area of process in 2022 and look ahead to 2023.

    Jon on Social Media:  
    Twitter: @Jon_Hubbard 
    LinkedIn: @jonhubbard 
    Email: Jon.Hubbard@boomer.com 

    Amanda on Social Media: 
    Twitter: @AmandaWilkieBCI
    LinkedIn: @amanda-wilkie-pmp
    Email: Amanda.Wilkie@boomer.com

    Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com 

    E111 - Building a Firm of Leaders

    E111 - Building a Firm of Leaders

    Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.  

    This episode, host Jon Hubbard, Shareholder at Boomer Consulting, has a conversation with Boomer President, Sandra Wiley. They discuss the importance of firm leaders, leadership mindset, leadership at all levels, investing in leaders, employee engagement, looking outside the accounting profession, critical conversations with ownership, and upskilling. 

    Jon on Social Media  
    Twitter: @Jon_Hubbard 
    LinkedIn: @jonhubbard 
    Email: Jon.Hubbard@boomer.com 

    Sandra on Social Media: 
    Twitter: @sandrawiley 
    LinkedIn: @sandrawiley 
    Email: Sandra.Wiley@boomer.com 

    Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com 

    E110 - Solving Your Clients Problems Through Your Marketing

    E110 - Solving Your Clients Problems Through Your Marketing

    Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.  

    This episode, host Jon Hubbard, Consultant/Shareholder at Boomer Consulting has a conversation with Boomer Marketing Manager, Heather Robinson. They discuss solutions for pain points, creating content, targeted marketing strategy, social media campaigns, identifying target clients, growth goals, and next steps to take.  

    Jon on Social Media:  
    Twitter: @Jon_Hubbard 
    LinkedIn: @jonhubbard 
    Email: jon.hubbard@boomer.com 

    Heather on Social Media: 
    Twitter: @Heather_BCI 
    LinkedIn: @heatherobinson 
    Email: heather.robinson@boomer.com 

    Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com 

    E109 - Does Your Data Tell a Story?

    E109 - Does Your Data Tell a Story?

    Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20
    minutes or less.


    This episode, host Jon Hubbard, Consultant/Shareholder at Boomer Consulting has a conversation with
    Marc Staut, Chief Innovation and Technology Officer at Boomer Consulting. They discuss the importance
    of a compelling story, visualizing data, surveys, finding talent within the firm, identifying the business
    objective, data insights, and using quantitative perspectives.


    Jon on Social Media:

    Twitter: @Jon_Hubbard

    LinkedIn: @jonhubbard

    Email: jon.hubbard@boomer.com


    Marc on Social Media:

    Twitter: @CPATechGeek

    LinkedIn: @mstaut


    Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful
    Firm: leadership, process, technology, talent, and growth. For more information about Boomer
    Consulting, visit boomer.com

    E108 - Holding Onto Top Talent

    E108 - Holding Onto Top Talent

    Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.  

    On this episode, host Jon Hubbard, Shareholder/Consultant at Boomer Consulting, is joined by Boomer Consulting CEO, Jim Boomer. They discuss employee experience, retention, prioritizing top talent, creating accountability, a holistic approach, and steps to take.  

    Jon on Social Media:  
    Twitter: @Jon_Hubbard 
    LinkedIn: @jonhubbard 
    Email: Jon.Hubbard@boomer.com 

    Jim on Social Media: 
    Twitter: @jimboomer 
    LinkedIn: @jimboomer 

    Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com 

    E106 - Building Your Leadership Confidence

    E106 - Building Your Leadership Confidence

    Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.  

    This episode, host Jon Hubbard, Shareholder at Boomer Consulting, has a conversation with Boomer President, Sandra Wiley. They discuss the importance of confidence, confidence as a result of action, getting out of your comfort zone, unique abilities, confidence and leadership outcomes, and steps you can take to build your leadership confidence.  

    Jon on Social Media:  
    Twitter: @Jon_Hubbard 
    LinkedIn: @jonhubbard
    Email: Jon.Hubbard@boomer.com 

    Sandra on Social Media: 
    Twitter: @sandrawiley 
    LinkedIn: @sandrawiley 
    Email: Sandra.Wiley@boomer.com 

    Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com 

    E105 - Why Your Firm Should Launch a Podcast: Lessons Learned from 100 Episodes

    E105 - Why Your Firm Should Launch a Podcast: Lessons Learned from 100 Episodes

    Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.  

    This episode, host Jon Hubbard, Consultant/Shareholder at Boomer Consulting has a conversation with Boomer Marketing Manager, Heather Robinson and Marketing Coordinator, Emilie Elpers. They discuss why firms should launch a podcast, creating content, the benefits, tips, standardized approach, consistency, scheduling, learning as you go, and next steps to take.   

    Jon on Social Media:  
    Twitter: @Jon_Hubbard 
    LinkedIn: @jonhubbard 
    Email: jon.hubbard@boomer.com 

    Heather on Social Media: 
    Twitter: @Heather_BCI 
    LinkedIn: @heatherobinson 

    Emilie on Social Media:  
    LinkedIn: @emilieeelpers 

    Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com 

    E100 - A Look Back at 100 Episodes

    E100 - A Look Back at 100 Episodes

    Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

    We're thrilled to be celebrating our 100th episode with you! On this episode, Shareholders and Consultants Jim Boomer, Arianna Campbell, Sandra Wiley, Marc T. Staut and Jon Hubbard take a look back at 100 episodes. Each of them provides an update on the biggest change they've seen in the accounting profession since the episode was recorded. We hope you enjoy this special edition episode of the Boomer Briefing Podcast! 

    Jim on Social Media:
    Twitter: @jimboomer
    LinkedIn: @jimboomer

    Arianna on Social Media:
    Twitter: @arianna_BCI
    LinkedIn: @ariannacampbell

    Sandra on Social Media:
    Twitter: @sandrawiley
    LinkedIn: @sandrawiley

    Marc on Social Media:
    Twitter: @CPATechGeek
    LinkedIn: @mstaut

    Jon on Social Media:
    Twitter: @Jon_Hubbard
    LinkedIn: @jonhubbard

    Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com

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