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Aug 61 min read

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...

Jul 161 min read

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...

Dec 7, 20235 min read

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:...

Nov 6, 20233 min read

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...

Oct 11, 20233 min read

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...

Sep 21, 20233 min read

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...