HeyJaredThe Boomer Briefing
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.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Aug 25, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 14, 2026
Latest episodes
E410 - What happened in the spring CAAS Circle meeting (opens the original)
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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 ev
E409 - What happened in the Spring Technology Circle meetings (opens the original)
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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 tu
E408 - What happened in the spring Managing Partner Circle meeting (opens the original)
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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
E407 - What happened in the Spring Tax Leader Circle meeting (opens the original)
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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.
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