Welcome to&nbsp;the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.&nbsp;&nbsp;  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 investing in technology, technology budgets, increasing systems that are already in place, new business capabilities, automation and technology that can improve both the client and employee experience.&nbsp;  Marc on Twitter: @CPATechGeek Marc on LinkedIn: @mstaut Email:&nbsp; Jon on Twitter: @Jon_Hubbard Jon on 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

E84 - How to Strategically Spend Money on Technology

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20&nbsp;minutes or less. On this episode Sandra Wiley, Shareholder &amp; President at Boomer Consulting and Jim Boomer, Shareholder &amp; CEO at Boomer Consulting discuss the evolution of leadership trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024. Sandra on Social Media: Twitter: @sandrawiley LinkedIn: @sandrawiley Jim on Social Media: Twitter: @jimboomer LinkedIn: @jimboomer Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful&nbsp;Firm: leadership, process, technology, talent, and growth. For more information about Boomer&nbsp;Consulting, visit boomer.com

E157 - The Evolution of Leadership Trends: 2023 and into 2024

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20&nbsp;minutes or less. On this episode Arianna Campbell, Shareholder &amp; Chief Operating Officer at Boomer Consulting and Amanda Wilkie, Consultant at Boomer Consulting discuss the evolution of process trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024. Arianna on Social Media: Twitter: @arianna_BCI LinkedIn: @ariannacampbell Amanda on Social Media: Twitter: @AmandaWilkieBCI LinkedIn: @amanda-wilkie-pmp Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful&nbsp;Firm: leadership, process, technology, talent, and growth. For more information about Boomer&nbsp;Consulting, visit boomer.com &nbsp;

E158 - The Evolution of Process Trends: 2023 and into 2024

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20&nbsp;minutes or less. On this episode Sandra Wiley, Shareholder &amp; President at Boomer Consulting and Jon Hubbard, Shareholder &amp; Chief Growth Officer at Boomer Consulting discuss the evolution of talent trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024. Sandra on Social Media: Twitter: @sandrawiley LinkedIn: @sandrawiley 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&nbsp;Firm: leadership, process, technology, talent, and growth. For more information about Boomer&nbsp;Consulting, visit boomer.com

E159 - The Evolution of Talent Trends: 2023 and into 2024

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20&nbsp;minutes or less. On this episode Marc Staut, Shareholder &amp; Chief Innovation &amp; Technology Officer at Boomer Consulting and Amanda Wilkie, Consultant at Boomer Consulting discuss the evolution of technology trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024. Marc on Social Media: Twitter: @CPATechGeek LinkedIn: @mstaut Amanda on Social Media: Twitter: @AmandaWilkieBCI LinkedIn: @amanda-wilkie-pmp Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful&nbsp;Firm: leadership, process, technology, talent, and growth. For more information about Boomer&nbsp;Consulting, visit boomer.com

E160 - The Evolution of Technology Trends: 2023 and into 2024

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20&nbsp;minutes or less.&nbsp; On this episode Jim Boomer, Shareholder &amp; CEO at Boomer Consulting and Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting discuss the evolution of growth trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024. Jim on Social Media: Twitter: @jimboomer LinkedIn: @jimboomer 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&nbsp;Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com

E161 - The Evolution of Growth Trends: 2023 and into 2024

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20&nbsp;minutes or less. On this episode of the Boomer Briefing Podcast, Amanda Wilkie, Consultant at Boomer Consulting and Courtney Edwards, Chief Information Officer at Bennett Thrasher talk about transitioning into the role of CIO and share experiences of them being in the IT department. Learn more about if your firm should consider a CIO.&nbsp; Amanda Wilkie on Social Media: Twitter: @amandawilkieBCI LinkedIn:&nbsp;@amanda-wilkie-pmp Courtney/Bennett Thrasher on Social Media: LinkedIn: @courtney-edwards-07404a4 Bennett Thrasher Facebook: @BennettThrasherLLP Bennett Thrasher Twitter: @btcpa  Bennett Thrasher Instagram: @freedmaxickcpas  Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful&nbsp;Firm: leadership, process, technology, talent, and growth. For more information about Boomer&nbsp;Consulting, visit boomer.com

E162 - Transitioning Into the Role of CIO

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20&nbsp;minutes or less. On this episode of the Boomer Briefing Podcast, Sandra Wiley, President at Boomer Consulting has a quick discussion on CAAS. She gives us several important components of an exceptional CAAS and how it will improve our firm's strategies.&nbsp;&nbsp;&nbsp; Sandra Wiley on Social Media: Twitter: @sandrawiley LinkedIn: @sandrawiley  Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful&nbsp;Firm: leadership, process, technology, talent, and growth. For more information about Boomer&nbsp;Consulting, visit boomer.com &nbsp; &nbsp;

E163 - Components of an Exceptional CAAS Practice

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20&nbsp;minutes or less. On this episode of the Boomer Briefing Podcast, Jim Boomer, Shareholder and CEO at Boomer Consulting talks to the Member Experience Strategist at Boomer Consulting, Erin McCormick. Learn more about what she does, and how she came to be on the team. Jim Boomer on Social Media:Twitter: @jimboomer LinkedIn: @jimboomer Erin McCormick on Social Media:LinkedIn: @erincmccormick 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.

E164 - Get to Know Erin McCormick

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 Kendall Jones, Marketing Manager at Whitley Penn about being a digital marketing leader. Dive into what a digital marketing manager can do for your firm and how it can help you grow smarter, not harder. Jon Hubbard on Social Media:&nbsp; Twitter: @jon_hubbard&nbsp; LinkedIn: @jonhubbard Kendall/Whitley Penn on Social Media: LinkedIn: @kendall-louise-jones Facebook: @WhitleyPenn Twitter: @whitleypenn LinkedIn: @whitley-penn Instagram: @whitleypenn_official

E165 - The Impact of Marketing in Your Firm

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 Amanda Popolare, Director, Tax Process + Development at Smith and Howard about Automating Reporting with PowerBI. Dive into why automating your reporting can help you firm in more ways than one including: preventing burnout, having more time for clients, and more. Amanda Wilkie on Social Media:&nbsp; Twitter: @amandawilkie_BCI&nbsp; LinkedIn: @amanda-wilkie-pmp Amanda/Smith and Howard on Social Media:&nbsp; LinkedIn: @amandarpopolare Twitter: @smithandhoward LinkedIn: @smith-&amp;-howard Facebook: @smithandhoward

Boomer Consulting, Inc.

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