Welcome to the Boomer Briefing Podcast – your 20-minute insight into the conversations shaping the future of the accounting profession.

In this episode, Jim Boomer and Jacqueline Lombardo share highlights from the latest CAAS Circle meetings, where leaders of client accounting and advisory services came together to discuss growth, pricing, technology, and talent.

From the rising urgency around AI adoption and upskilling to rethinking pricing strategies and packaging, this conversation explores how firms are modernizing their CAS practices. Jim and Jacqueline also unpack how future-ready firms are approaching recruiting, retention, and leadership development—and why creating clarity and urgency at every level is key to staying relevant in a rapidly changing market.

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🔗 Follow the CAAS Circle facilitators for more updates and expertise:

Jim Boomer

• Twitter: @jimboomer
• LinkedIn: jimboomer

Jacqueline Lombardo

• Twitter: @Jacqueline_BCI
• LinkedIn: jacquelinelombardo

For more information about Boomer Consulting, visit boomer.com