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E191 - The Process of Developing a CAAS Group
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...
Aug 6, 20241 min read
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E188 - Product Power-Up: Navigating Heavy Lifts in the Tech World
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...
Jul 16, 20241 min read
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Forging the Future: A Commitment to Cultivating Future Leaders
Member Spotlight: Jana Cinnamon, Partner and Chief Operating Officer Firm Name: Abdo Location: Edina, MN # of Offices: 3 # of Partners:...
Dec 7, 20235 min read
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Blending accounting and technology: The journey to CIO
Member Spotlight: Joe Gutierrez, CIO Firm Name: Berkowitz Pollack Brant Advisors + CPAs Location: Miami, FL # of Offices: 5 # of...
Nov 6, 20233 min read
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Learning from other operations professionals to support firm growth and accelerate success
Member Spotlight: Christi Williams Cruzen, Firm Administrator Firm Name: CRS CPAs Location: Jackson, TN # of Offices: 6 # of Partners: 6...
Oct 11, 20233 min read
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The transformative power of community and collaboration
Firm Name: REDW Advisors & CPAs Location: Albuquerque, NM # of Offices: 3 # of Partners: 40 # of Employees: 250 The transformative power...
Sep 21, 20233 min read
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