KEYNOTE SPEAKERS AND TOPICS 2017 2018 www boomer com
KEYNOTE SPEAKERS AND TOPICS 2017-2018  www.boomer.com
BOOMER C O N S U L T I N G I N C Boomer Consulting Inc guides accounting firms to increased performance and profitability by providing unique consulting services peer led communities and industry leading intellectual capital Over the last five years we have worked with 70 of Accounting Today s Top 100 firms Our powerful solutions target five areas critical to a firm s success Leadership Talent Growth Technology Processes 2
BOOMER  C O N S U L T I N G, I N C. Boomer Consulting, Inc. guides accounting firms to increased performance and profitabi...
Thank you for your interest in learning more about our lineup of speakers and topics This catalog represents a compilation of the hottest issues facing the accounting industry Some topics are timeless while others are new but each session is thoroughly investigated prepared and regularly updated in order to offer the most relevant insight and instruction The hallmark of our business is a commitment to providing the highest quality services products and levels of engagement Our track record speaks for itself and we are certain you will not be disappointed in engaging any of us to be a speaker or facilitator Please note that we do full and half day workshops as well as keynotes and breakouts If you have any questions please do not hesitate to contact us We are excited to hear from you and look forward to speaking at your next event Sincerely Deanna Perkins Solutions Advisor Boomer Consulting Inc deanna perkins boomer com 785 537 2358 3 Keynote Speakers Topics n www boomer com n phone 785 537 2358
Thank you for your interest in learning more about our lineup of speakers and topics  This catalog represents a compilatio...
Content Speaker Biographies 6 Speaker Topics Jim Boomer Enabling the Remote Worker Leveraging Technology as a Strategic Asset Accelerate Process with Technology The Changing Role of the IT Professional 14Does IT Have a Seat at Your Management Table 10 Ways to Leverage Your IT Investment Consumerization of IT Change Management Taking Your Practice to the Next Level Accountability The Key Ingredient to a Strategic Plan IT s Role in Mergers Acquisition Fuel Business Development with Technology 14 14 14 14 14 15 15 15 16 16 16 17 Sandra Wiley 18 Dustin Hostetler 22 The Key to Team Productivity Collaboration Embracing Remote Work Environments Developing the Client Advisory Professional New Skills for Our New World Inspiring Innovation in Your Firm Everyone Has the Ability to Innovate Managing Multiple Generations Employee Engagement The Secret Sauce for Partners Managers and Staff Inspiring Critical Thinking Within Your Team Hire Retain and Be the Best Superstar Ingredients Staffing Trends Retain Recruit and Hire The Intentional Succession Plan This is for everyone not just the partner group Change Management Taking Your Practice to the Next Level Let s Get Uncomfortable A Look at New Management Techniques Bridging the Gap How All Generations Can Co Exist in the Workplace Today Change Management Taking Your Practice to the Next Level Introduction to Lean Six Sigma Optimizing Your CPA Firm Introduction to Lean Six Sigma an Interactive Simulation Talent Retention Through Improved Lean Processes and Technology Using Lean Principles to Maximize the Role of Technology Securing Process Change Buy In Through Lean Six Sigma Leading Effective Meetings Role of IT in Change Management Lean Strategies to Maximize Client Value and Effectiveness 3 3 Profitability 3 Lean Tools and 3 Lean Solutions for your CPA Firm Project Management for CPAs Keynote Speakers Topics n www boomer com n phone 785 537 2358 14 18 18 18 19 19 19 19 20 20 20 21 21 21 22 22 23 23 23 24 24 24 25 25 25 4
Content Speaker Biographies 6 Speaker Topics  Jim Boomer  Enabling the Remote Worker Leveraging Technology as a Strategic ...
L Gary Boomer 26 Marc Staut 30 Arianna Campbell 34 Jon Hubbard 36 Michael Wherry 38 Advisory Services It s a Team Sport How to Develop an IT Strategic Plan Your Roadmap to Future Readiness Faster Better Cheaper Easier A New Look at Technology How to Develop a Strategic Plan Your Competitive Advantage 10 Ways to Leverage Your IT Investment How IT Savvy Is Your Firm Packaging Pricing and Delivering Advisory Services Are You Prepared to Play Above the Line Creating a 10x Legacy Technology Trends Technology Briefing The Mobile CPA What s in My Bag Bring Your Own Device Latest Trends and Strategies Technology for Advisory Services Weathering the Storms of Cloud Computing Internet of Things What Can It Do For Your Firm Now Technology Vision and Innovation Technology Trends Processes and People to Drive Productivity Technical Debt and Innovation Building a Technology Roadmap The Internet of Things The CPA s Role in the New World of Business The Five Pillars of a Future Ready Firm Enabling Remote Workers Work Life Integration Creating and Sustaining Continuous Firm Improvement Lean Six Sigma Strategies for Increased Leverage Utilization of Technology Remote Working Success Stories Retention Strategies a Lean Firm s Competitive Advantage Five Star Client Service Leverage Instincts to Improve Individual and Term Performance Advisory Services It s a Team Sport Change Management Introduction to Lean Six Sigma for CPA Firms How to Leverage the Three Focuses of Lean to Manage Your Firm Get More Done Lean as a Project Management Tool 5 26 26 26 27 27 28 28 28 29 30 30 30 30 31 31 31 31 32 32 32 33 33 34 34 34 34 35 36 37 38 38 38 38 39 Keynote Speakers Topics n www boomer com n phone 785 537 2358
L. Gary Boomer  26  Marc Staut  30  Arianna Campbell  34  Jon Hubbard  36  Michael Wherry  38  Advisory Services - It   s ...
Speaker Biographies JIM BOOMER CHIEF EXECUTIVE OFFICER Jim Boomer Shareholder CEO of Boomer Consulting Inc has been named multiple years as one of the 100 Most Influential People in Accounting by Accounting Today He is an expert on managing technology within an accounting firm and also advises CPA firms in areas of leadership strategic planning and firm management Jim is the director of three Boomer communities The Boomer Technology Circles The Managing Partner Circle and The CIO Advantage Jim has been named multiple years by The CPA Practice Advisor as a member of the 40 Under 40 and as a Top 25 Thought Leader He is a graduate of the AICPA Leadership Academy and the KSCPA s 20 Under 40 Leadership Program He is an active member of the KSCPA and the AICPA serving on the AICPA s CITP Credentials and TECH Steering Committees and the KSCPA Board of Directors Jim is a frequent writer with a monthly column in The CPA Practice Advisor and numerous appearances in industry publications including Accounting Today Accounting Web several state society publications and The Boomer Bulletin Jim previously worked with BearingPoint and Arthur Andersen Business Consulting He earned his bachelor s degree in Accounting and Management Information Systems from Kansas State University and his MBA from the University of Texas He and his wife Mary have two children Keynote Speakers Topics n www boomer com n phone 785 537 2358 6
Speaker Biographies JIM BOOMER  CHIEF EXECUTIVE OFFICER Jim Boomer, Shareholder, CEO of Boomer Consulting, Inc., has been ...
Biographies SANDRA WILEY PRESIDENT Sandra Wiley President of Boomer Consulting Inc has been lauded for her industry expertise in human resources and training She is often called the go to person for solutions to the profession s staffing crisis citing her wise advice on hiring and keeping employees for the rest of their careers Sandra developed the Boomer Talent CircleTM the Boomer NextGen Leader CircleTM and the P3 Leadership Academy where she hosts regional training sessions throughout the country She is also a founding member of The CPA Consultant s Alliance and a certified KolbeTM trainer advising firms on building balanced teams managing employee conflict and hiring staff Sandra s role at Boomer Consulting Inc includes the director of the Boomer Talent CircleTM and the Boomer NextGen Leader CircleTM and serving as co director of the P3 Leadership Academy as well as the Boomer Managing Partner CircleTM Her years of experience and influence as a management and strategic planning consultant make her a soughtafter resource among the best and brightest firms in the country Sandra is regularly invited to speak at national conferences where she empowers audiences with new ideas and a sense of humor She is a popular author bringing penetrating conversations to 7 many online and print publications including Accounting Today Accounting Web ADP Thrive the Journal of Accountancy s Career Insider and Intuit s Firm of the Future In 2013 Sandra penned The Journey Ahead A New Roadmap to Collaboration in Your Firm available on Amazon In 2015 in partnership with the AICPA Sandra wrote The Engaged Employee 10 Initiatives for Successful Firms available in the AICPA Store She is also the author of an award winning marketing plan Rebuilding the Community Bank published by the Bank Marketing Association Prior to joining Boomer Sandra worked for over 16 years in the financial services industry in the areas of human resources marketing sales training and business development She has developed numerous one day seminars in human resources and marketing and served as an officer for the American Institute of Banking She and her husband Doug have three children Keynote Speakers Topics n www boomer com n phone 785 537 2358
Biographies SANDRA WILEY PRESIDENT  Sandra Wiley, President of Boomer Consulting, Inc., has been lauded for her industry e...
DUSTIN HOSTETLER CHIEF INNOVATION OFFICER Dustin Hostetler Chief Innovation Officer at Boomer Consulting Inc is a pioneer in applying the Lean and Six Sigma concepts to public accounting firms As a Lean Six Sigma Master Black Belt with extensive experience working inside a large regional CPA firm he has taken proven Lean techniques from the manufacturing floor and tailored them to bring groundbreaking value to public accounting firms His innovation and passion have brought true efficiency to accounting helping accounting firms improve client service improve client retention set the foundation for growth and build the bottom line Dustin also facilitates dozens of trainings each year in the lean and six sigma principles notably CPE workshops for public accounting firms as well as the industry leading Lean Six Sigma CPA Green Belt certification program in conjunction with The Ohio State University Beyond his innovation within the accounting industry Dustin performs Lean Six Sigma consulting for other industries including manufacturing retail food service and professional services He has led the implementation of lean strategic Keynote Speakers Topics n www boomer com n phone 785 537 2358 planning and financial analysis in organizations of all sizes and across a variety of industries From large enterprises to small manufacturers he utilizes strategic thinking and customizes solutions for each challenge Dustin was the founder of Flowtivity LLC and served as Principal until its merger with Boomer Consulting Inc in 2015 Dustin holds a bachelor s degree in finance from The Ohio State University graduating magna cum laude and earned both his Lean Six Sigma Black Belt and Master Black Belt certifications from Kent State University Dustin is also a member of the CPA Consultants Alliance a working group of thought leaders united in their efforts to further leadership within the CPA profession 8
DUSTIN HOSTETLER CHIEF INNOVATION OFFICER  Dustin Hostetler, Chief Innovation Officer at Boomer Consulting, Inc., is a pio...
Biographies L GARY BOOMER VISIONARY STRATEGIST Gary Boomer Visionary Strategist of Boomer Consulting Inc is recognized in the accounting profession as the leading authority on technology and firm management He consults and speaks around the globe on several topics including strategic and technology planning mindset skillsets and toolsets for the future change management and developing a training and learning culture He also acts as a planning facilitator and coach to some of the accounting profession s top firms Gary is the creator of The Boomer Technology Circles and the CIO Circle through which he helps firms bridge the gap between technology and practice management and prepares technology professionals for a seat at the management table by developing their business and IT acumen A prolific author Gary is the author of multiple books and a contributor to several Boomer Guides including those on strategic planning change management client filtering attraction and retention mobile data security and privacy succession planning and value pricing He is also a regular contributor to Accounting Today and has been published in several online and print industry publications including the Boomer Bulletin a newsletter with worldwide circulation In addition to consulting with hundreds of accounting firms he has counseled companies such as IBM Microsoft Intuit Wolters Kluwer sage XCM Expensify and Thomson Reuters on the design and marketing of accounting related software He continues to consult with many industry technology providers to better serve the needs of the CPA profession and their clients 9 Gary has been named as one of Accounting Today s 100 Most Influential People in Accounting for over 15 years He is a former member of the American Institute of Certified Public Accountants AICPA Council and the accounting advisory board at Kansas State University In 2015 he received the AICPA s Sustained Contribution Award in recognition of his contributions to the AICPA and the CPA profession through volunteer service He is also a member of The Advisory Board a group of leading consultants to the accounting profession Gary is a past president of the Kansas Society of CPAs and a past chairman of the AICPA s Information Technology Executive Committee He has also served on the AICPA s Academic and Career Development Executive Committee and the ACUTE Board of Directors Gary received his BS and MS degrees in accounting from Kansas State University and was previously a partner at the regional CPA firm of Varney Associates He and his wife Mary have three children Keynote Speakers Topics n www boomer com n phone 785 537 2358
Biographies L. GARY BOOMER  VISIONARY   STRATEGIST Gary Boomer, Visionary   Strategist of Boomer Consulting, Inc., is reco...
MARC STAUT PRINCIPAL CONSULTANT Marc Staut is a Principal and Consultant at Boomer Consulting Inc He helps to meet the growing needs of CPA firms by leveraging his experience to provide strategic technology assessments planning visioning and coaching He feels that Technology should be an enabler something that s approachable aligned with and integral to the success of each firm With Boomer Consulting s focus on vision and strategy together we can provide actionable advice and guidance for firms to leverage technology as a competitive differentiator Marc has been a speaker at the AICPA Practitioners Symposium and Tech Conference since 2010 and a member of the conference planning committee since 2014 He is a regular speaker author and panelist on technology in the accounting profession cloud computing mobile technology leadership and vision He was honored by CPA Practice Advisor as a 2011 recipient of its annual 40 Under 40 Award Prior to joining Boomer Consulting Inc Marc was Principal and CIO at CohnReznick one of the nation s ten largest accounting tax and advisory firms With 17 years of experience in accounting technology he has held many roles and advised firms of all sizes as an industry thought leader Marc considers himself a geek in all the best ways he is also a runner a writer an entrepreneur an avid book lover an amateur psychologist and part time philosopher a beer and bourbon snob and an unrelenting ambassador for technology who is happy to talk tech all day long He holds a Bachelor s degree in Psychology from Virginia Tech Keynote Speakers Topics n www boomer com n phone 785 537 2358 10
MARC STAUT  PRINCIPAL   CONSULTANT Marc Staut is a Principal and Consultant at Boomer Consulting, Inc. He helps to meet th...
Biographies ARIANNA CAMPBELL CONSULTANT Arianna Campbell Consultant at Boomer Consulting Inc is a certified Lean Six Sigma Black Belt whose primary areas of focus are Lean Six Sigma consulting facilitation of The P3 Leadership Academy and project management for internal continuous improvement initiatives Arianna is a regular contributor to The Boomer Bulletin and has also been published on AccountingWEB and in many state society publications including The Accountant ORCPA The Asset MOCPA The Roundtable NCACPA and A Balanced Account COCPA Arianna excels as a public speaker and even provides the professional voice over behind many of our marketing video projects She has experience providing direction for multiple phases of BCI s business and her Kolbe profile indicates that she is a gifted problem solver who is capable of rescuing a project at any point in its duration With a knack for sorting through specifics in order to define objectives Arianna assesses probabilities while injecting spontaneity to mediate between the vision and real outcomes She listens carefully and offers thoughtful ideas to improve processes and programs 11 Arianna s previous experience includes an array of strategic as well as managerial engagements As Media Planner for a major Mid Atlantic advertising firm Arianna had oversight for strategic planning marketing and overall client service In this role she served a diverse array of notable clients including Georgia Pacific Building Products North Carolina Travel and Tourism and Cargill Industries Arianna received her Bachelors of Science degree from the University of Wisconsin her Lean Six Sigma Green Belt from The Ohio State University and her Lean Six Sigma Black Belt certification from the University of Georgia She and her husband Terrial have three children Keynote Speakers Topics n www boomer com n phone 785 537 2358
Biographies ARIANNA CAMPBELL CONSULTANT  Arianna Campbell, Consultant at Boomer Consulting, Inc., is a certified Lean Six ...
JON HUBBARD CONSULTANT Jon Hubbard Director of Business Development at Boomer Consulting Inc is certified as both a Kolbe consultant and a Five Star Client Service Consultant He is an enthusiastic speaker with experience providing leadership for multiple facets of BCI s overall sales and marketing strategy and communications Jon thrives as a careful planner and strategic thinker He is a talented researcher who is skillful in translating knowledge into strategy and he has studied and implemented marketing strategies focused on website social media digital communications and webinars Jon is a facilitator for The Boomer Technology Circles community and his Kolbe profile indicates that he is deliberate in action while diplomatic in tone seeking consensus whenever possible With an eye for detail Jon advances uniformity to standards while maintaining an openness to change for the best outcome in any initiative Keynote Speakers Topics n www boomer com n phone 785 537 2358 Jon is a careful analyzer and interpreter of complex systems and knowledge and when planning he is attentive to potential unforeseen detours and can use his skills as a process thinker to devise alternatives whenever possible He is a natural organizer and tactician who offers a sense of order and subtle urgency to implementing firm objectives Jon earned his bachelor s degree in Marketing from Missouri State University and his MBA from Southeast Missouri State University He and his wife Elise have one child 12
JON HUBBARD CONSULTANT  Jon Hubbard, Director of Business Development at Boomer Consulting, Inc., is certified as both a K...
MICHAEL WHERRY CONSULTANT As a CPA Consultant and Lean Six Sigma Black Belt for Boomer Consulting Inc Michael leverages his past CPA firm experience to provide factual reliable and thorough results on client engagements He now focuses on Lean Six Sigma projects and training strategic planning technology planning and engagements designed to fulfill the custom needs of CPA firms across the country Prior to joining Boomer Consulting Inc Michael was with Graco Inc and various Minneapolis area CPA firms including CBIZ MHM He has over 19 years of public and industry accounting experience During his time in public accounting Michael serviced clients in various audit tax and consulting roles He especially enjoyed the many opportunities to work on internal process improvement and technology utilization projects which he s been able to leverage to provide insightful advice on client engagements Michael holds a bachelor s degree in Accounting from the University of Northern Iowa in Cedar Falls Iowa and an active CPA license with the State of Minnesota Michael is an avid runner having completed 11 marathons He and his wife Tina live in Maple Grove MN with their son Spencer and daughter Morgan 13 Keynote Speakers Topics n www boomer com n phone 785 537 2358
MICHAEL WHERRY CONSULTANT  As a CPA, Consultant and Lean Six Sigma Black Belt for Boomer Consulting Inc., Michael leverage...
Topics Jim Boomer Enabling the Remote Worker As the number of companies offering workplace flexibility and remote work arrangements continues to grow the likelihood that your firm will get the request to work outside the office or already has is quite high Ensuring that you re prepared for these requests with the appropriate technology expectations criteria and policies will not only become more important in the coming years but also expected by many prospective employees Leveraging Technology as a Strategic Asset Leveraging technology as a strategic asset has been a common message from Boomer Consulting Inc throughout the years but where does a firm begin This presentation will outline the focus areas your firm needs to address to harness the power of technology as an accelerator towards improved performance profitability and growth We will discuss four critical areas of your IT leadership and governance structure IT governance The changing role of the IT leader IT planning budgeting Technology committees Accelerate Process with Technology Every day new or improved technologies allow today s accounting firm to streamline their business processes and improve efficiency Taking advantage of these new technologies means adopting new workflows to incorporate capabilities that didn t exist before We ll help you learn how to organize your workflow review analyze where changes might be needed revise the workflow process and then realize the gains through standardization and training New technologies and old processes don t work well together so learn how to get the full benefit out of the technology money you are already spending The Changing Role of the IT Professional The technology landscape is constantly changing With the trend toward cloud computing the IT professional s responsibilities and required skill set will also change Learn what the next generation of IT leader will look like and how you can prepare for this evolution Keynote Speakers Topics n www boomer com n phone 785 537 2358 14
Topics  Jim Boomer Enabling the Remote Worker As the number of companies offering workplace flexibility and remote work ar...
Does IT Have a Seat at Your Management Table Gaining a seat at the table is an often used phrase in CPA firms and business in general Leaders of functional areas of your firm are striving to have their voices heard and ensure that their strategy aligns with the overall firm vision The ubiquity of technology in everything we do to run our firms and serve clients is why the CIO or technology leader should have a seat at the management table especially if you want to create the alignment between firm strategy and technology 10 Ways to Leverage Your IT Investment This session will focus on how to maximize the return on your IT investment including dealing with myths old paradigms and obsolescence The economy today does not allow for inefficient processes and people who attempt to work outside the system Learn what the best firms are doing to build systems around their processes and how a change in attitude may improve performance and results 1 Pricing 2 Training 3 Sourcing 4 Focus on the big rocks 5 Processes workflow 6 A digital platform 7 Unique ability team 8 Leadership management accountability 9 Peer metrics know your numbers 10 Risk management tolerance Consumerization of IT Consumer trends are driving technology in business From mobile to cloud firms need to be aware that what people are using in their personal lives will likely show up in the workplace soon In this session expect to learn Latest consumer technologies that are impacting the workplace How to shift your thinking from controlling technology to embracing and managing it Tools to help you balance the needs and desires of end users with your responsibility to protect and secure the business 15 Keynote Speakers Topics n www boomer com n phone 785 537 2358
Does IT Have a Seat at Your Management Table     Gaining a seat at the table    is an often used phrase in CPA firms and b...
Topics Jim Boomer Change Management Taking Your Practice to the Next Level Great progress begins with change Firms today are excited about looking at the future but a bright future requires change that happens at all levels In this session we will discover the process for transforming your culture setting realistic expectations holding yourself and team accountable solidifying trust and ultimately growing the firm Does this sound difficult Not when you have the right knowledge and roadmap to navigate through the change You will leave this session with the power to develop that roadmap and drive the team to success In this session expect to learn How your firm handles change will define your culture Higher level change acceptance higher level results Change and accountability go hand in hand 10 x growth is possible but not if you ignore necessary change It is all about trust Accountability The Key Ingredient to a Strategic Plan All good firms understand the need to conduct a strategic examination of business plans but many neglect to incorporate a strategy that promotes accountability and leverages technology Based on the Boomer Advantage Guide to Strategic Planning this session offers direction to increase accountability and shape a vision and strategy that maximizes the return on your firm s technology investments utilizing a robust yet simple one page strategic plan IT s Role in Mergers Acquisition Our profession is currently a hotbed of merger and acquisition activity and there are no signs it s slowing down The drivers of all this action are numerous and range from retirement to fueling growth As the current leadership inches closer to retirement age more and more will be looking for their exit strategy So what is technology s role in all this activity Unfortunately in a lot of these deals IT is involved too little and too late Learn what leading firms are doing to involve IT early and often in the M A process Keynote Speakers Topics n www boomer com n phone 785 537 2358 16
Topics  Jim Boomer Change Management  Taking Your Practice to the Next Level Great progress begins with change. Firms toda...
Fuel Business Development with Technology Business Development is a broad field with many definitions For the purpose of this presentation we will define business development as the combination of your firm s sales marketing efforts Coordinating these areas of your firm is crucial to deepening relationships with current clients and developing business with new clients Now more than ever firms have access to technology and web based services that allow you to streamline and maximize your business development efforts while not unnecessarily draining resources from the firm In this presentation attendees will learn how to leverage technology in eight areas of business development Client referrals Branding design Social media Customer relationship management Online payments Website builders Project management E mail marketing
Fuel Business Development with Technology Business Development is a broad field with many definitions. For the purpose of ...
Topics Sandra Wiley The Key to Team Productivity Collaboration Your firm has the best team they have had in years Now is the time to take your firm to an even higher level by finding the strategies and tools that will help you formulate a culture based on collaboration Identifying a process that will incorporate strategic planning performance management and accountability is the key to your success This session will guide you through the steps that you will need to accomplish to ensure that your firm will be poised for growth and profitability in the future In this session you will learn What collaboration is and how it can impact your firm The steps to move your firm to a collaborative group The technology tools that you can use to accelerate your progress The simple action plan to get you started Embracing Remote Work Environments Understanding how the fabric of work is changing will help drive an increased ability to be productive in the firm Work is much more location independent than in the past with mobile technologies and tools in place This session will guide you through exercises to understand how you approach your work access model and how to integrate location based work into your firm You will learn How to distinguish between four different work access models How to integrate new work models into your firm Tips on when and how to adjust to the change in mobile technology Developing the Client Advisory Professional New Skills for Our New World It s a whole new world and as we transition our firms from technical and compliance to advisory and strategic the skills we develop must change In this session we will explore the skills needed to thrive in a new world You will learn The 10 new skills that everyone in your firm must develop The training resources that are available today An action plan that you can carry with you and start working on when you arrive at home Keynote Speakers Topics n www boomer com n phone 785 537 2358 18
Topics  Sandra Wiley The Key to Team Productivity     Collaboration Your firm has the best team they have had in years. No...
Inspiring Innovation in Your Firm Everyone Has the Ability to Innovate Innovation is not just for a few gifted individuals Firms have the talent today to develop true innovation within their organization they just need a process and new knowledge to make it happen In this session you will discover the framework for innovative thinking and specific techniques for inspiring innovative thinking throughout your firm You will discover The definition of innovation and the process for infusing strategies in your firm A plan to roll out innovation in every part of your firm Examples of firms who are inspiring innovation in their teams The innovation plan that will jump start a new way of thinking to inspire creativity and future thinking Managing Multiple Generations We are headed toward a massive transition in leadership at firms across the country as the current leadership gets closer to retirement Some firms have already successfully transitioned others are preparing and then there are those that don t yet have any plans in place Understanding the different generations is crucial as your firm plans to retain talent and develop staff of all ages into leaders Employee Engagement The Secret Sauce for Partners Managers and Staff Employee Engagement is more than just retaining the emerging leaders and staff in your firm It requires a commitment from everyone to change the culture and protect your firm for future success The change must begin at the top of the organizational chart and then cascade to every single person in the firm In this active and fun session we will create a plan for transforming into a firm of the future where engagement is a natural attribute for everyone This session includes Top five strategies for engagement Action steps for leaders Use of conference IO system for instant audience response Small group breakouts for audience participation Inspiring Critical Thinking Within Your Team Critical thinking is a skill that is in need of attention in our firms The push for higher level services coupled with the need to move newer less experienced individuals to higher level work at a faster pace is creating a need for deeper teaching Critical thinking is a skill that can be learned but leaders have to know the how Practical advice and go to strategies will be the takeaways at the end of the day 19 Keynote Speakers Topics n www boomer com n phone 785 537 2358
Inspiring Innovation in Your Firm  Everyone Has the Ability to Innovate Innovation is not just for a few gifted individual...
Topics Sandra Wiley Hire Retain and Be the Best Superstar Ingredients We all want to find retain and be the best employee In this session we will explore ten ingredients found in the best of the best firm employees Learn the characteristics that make them the best and how you can cultivate those traits first in yourself and then in the team that surrounds you Being a superstar is fun rewarding and obtainable for anyone who is willing to learn and change Don t settle for average Attend this session and learn The 10 ingredients that superstars possess A scorecard for determining where you are today How to develop a personal action plan for your development How to identify the cultural changes your firm needs to take today Staffing Trends Retain Recruit and Hire Identifying the trends that are happening today in the world of talent development is key to creating a culture that will sustain the firm for years to come In this interactive and fun session the audience will vote on and participate in determining the trends of today as well as the vision for the professional s future Participants should expect a few surprises and a great to do list for their return home In this session we will View the top 10 staffing trends as determined by your peers Determine the steps to take to ensure your firm is on the right track Use the Audience Response System to gather real time data Identify challenges and solutions that you can implement today The Intentional Succession Plan This is for everyone not just the partner group Succession is not a dirty little word anymore Everyone is talking about it and almost everyone has an opinion on it So why are there so many firms that are not planning for the transition of partners and other positions in the firm Possibly fear of the unknown but more likely it is that there is not a process for how to create a smooth move from one chapter of our lives to another In this session we will discuss Statistics that are a little scary and also extremely motivating The challenges that are holding us back and strategies for proactively moving forward Building a legacy that will motivate and inspire Keynote Speakers Topics n www boomer com n phone 785 537 2358 20
Topics  Sandra Wiley Hire, Retain and Be the Best - Superstar Ingredients We all want to find, retain and be the best empl...
Change Management Taking Your Practice to the Next Level Great progress begins with change Firms today are excited about looking at the future but a bright future requires that change happens at all levels In this session we will discover the process for transforming your culture setting realistic expectations holding yourself and team accountable solidifying trust and ultimately growing the firm Does this sound difficult Not when you have the right knowledge and roadmap to navigate through the change You will leave this session with the power to develop that roadmap and drive the team to success Expect to learn How your firm handles change will define your culture Higher level change acceptance higher level results Change and accountability go hand in hand 10 x growth is possible but not if you ignore necessary change It is all about trust Let s Get Uncomfortable A Look at New Management Techniques Basic management techniques have remained the same for most of the past century but technology and demographics are driving unprecedented change NOW The breakdown of hierarchy and the building of collaboration distributed authority and focus on profit are all results of the current shift We will be managing our future focused firms differently Come with an open mind and leave with excitement and motivation to make long lasting and highly valuable changes Bridging the Gap How All Generations Can Co Exist in the Workplace Today In a world that is changing faster than at any time in history we must find ways to co exist There are differences but differences can be amazing If you identify strategies for collaborative thought and action In this session we will do just that Understand the connection points that will make your firm special Respect understanding and ACTION are the keys to overall success
Change Management  Taking Your Practice to the Next Level Great progress begins with change. Firms today are excited about...
Topics Dustin Hostetler Change Management Taking Your Practice to the Next Level Great progress begins with change Firms today are excited about looking at the future but a bright future requires change that happens at all levels In this session we will discover the process for transforming your culture setting realistic expectations holding yourself and team accountable solidifying trust and ultimately growing the firm Does this sound difficult Not when you have the right knowledge and roadmap to navigate through the change You will leave this session with the power to develop that roadmap and drive the team to success In this session expect to learn How your firm handles change will define your culture Higher level change acceptance higher level results Change and accountability go hand in hand 10 x growth is possible but not if you ignore necessary change It is all about trust Introduction to Lean Six Sigma Optimizing Your CPA Firm This session will introduce participants to how CPA firms are using the world class process improvement tools of Lean and Six Sigma to improve their processes and profitability and ultimately add more value to client relationships by removing waste and inefficiencies in their processes It s frustrating both internally with your professionals and externally to your clients to feel like work is always churning without being completed efficiently and effectively Get back to the basics your process and get results Excellent client service demands nothing less than timeliness accuracy and a relentless pursuit of client value Session takeaways Introduction to Lean and Six Sigma concepts Applications to CPA firm processes Five steps in the powerful Lean Six Sigma Process Improvement Model Nine categories of waste in processes and how to eliminate How to create a project manager mentality and build quality into lower levels of the firm Why it s easier to retain top talent with better processes Who wants to work in ineffective processes firms Keynote Speakers Topics n www boomer com n phone 785 537 2358 22
Topics  Dustin Hostetler Change Management - Taking Your Practice to the Next Level Great progress begins with change. Fir...
Introduction to Lean Six Sigma an Interactive Simulation Using an interactive simulation learn how CPA firms are using the world class process improvement tools of Lean and Six Sigma to improve their processes and profitability and ultimately add more value to client relationships by removing waste and inefficiencies in their processes This has been a conference association favorite in part because the entire session is an interactive demonstration and simulation Talent Retention Through Improved Lean Processes and Technology One of the pressing issues facing the profession today is the retention and development of talent Unfortunately good people are leaving firms and the profession and a big factor is increasingly feeling they are working harder and harder as opposed to smarter without an end in sight Lean Six Sigma helps firms develop improved processes integrating and leveraging technology better into the process to eliminate frustrations that team members at different levels face in providing client service This session can include Q A and discussion with the audience to help pinpoint factors in talent retention along with audience identification of steps for improvement Using Lean Principles to Maximize the Role of Technology Learn how Lean Six Sigma concepts and techniques are being applied in public accounting firms to maximize the utilization and investment in technology Efficiency is about more than just a technology program it s about aligning your people with processes that maximize value and minimize waste The structure and discipline of Lean Six Sigma allow professionals to maximize buy in to change Session takeaways How to use a 5 Step Process Improvement Model to facilitate process and technology change within an organization Strategies to maximize buy in to change at every level Roles and Responsibilities of IT professionals in process improvement initiatives 23 Keynote Speakers Topics n www boomer com n phone 785 537 2358
Introduction to Lean Six Sigma - an Interactive Simulation Using an interactive simulation, learn how CPA firms are using ...
Topics Dustin Hostetler Securing Process Change Buy In Through Lean Six Sigma Most firms struggle with getting firm wide buy in and acceptance of processing improvements and change Lean Six Sigma is a proven tool to achieve greater buy in understanding and controlled implementation of process changes If firms want to achieve greater consistency and utilization leveraging of their technology and processes they should understand Lean deployment Leading Effective Meetings Meetings are often viewed as a necessary evil They can take up a lot of time and often are unproductive Change the dynamic in your organization to view meetings as value added This session will teach key strategies that successful facilitators use to manage meetings and get more accomplished in less time Session takeaways Understanding how to begin with the end in mind to properly set meeting objectives Developing strategies to enable participants to be more active and prepared for meetings Keeping meetings on track with fewer tangents Role of IT in Change Management Most firms struggle with getting firm wide buy in and acceptance of processing improvements and change Lean Six Sigma is a proven tool to achieve greater buy in understanding and controlled implementation of process changes Learn how leading firms are transforming their IT professionals into change management leaders to implement successful process and technology changes Examples of IT leadership strategies and successful change management tactics will be discussed along with their specific roles instituting change within their firms This session will be part lecture part discussion oriented with audience participation via providing examples of misunderstandings in past process changes as well as a group discussion on overcoming those in the future This session could also include a panel of IT and CPA Professionals from firms that have been through our Lean program Keynote Speakers Topics n www boomer com n phone 785 537 2358 24
Topics  Dustin Hostetler Securing Process Change Buy-In Through Lean Six Sigma Most firms struggle with getting firm-wide ...
Lean Strategies to Maximize Client Value and Effectiveness Excellent client service demands nothing less than timeliness accuracy and a relentless pursuit of client value This session will center around the Kano Model of Client Satisfaction and how firms should be focused on delighting clients 3 3 Profitability 3 Lean Tools and 3 Lean Solutions for your CPA Firm This topic will introduce Lean Six Sigma principles to CPA firm participants at a high level before transitioning into a more detailed discussion and examples of three Lean tools that participants can use to identify improvement opportunities within their firms and three Lean solutions that CPA firms apply successfully Session Takeaways Five steps in the powerful Lean Six Sigma Process Improvement Model Value stream mapping Nine categories of waste Three specific examples of Lean solutions Project Management for CPAs Effective client and engagement management skills are paramount to the success and profitability of client projects This session teaches core skills necessary for various levels of your practice to work together to manage engagements effectively Most CPAs are well trained technically but struggle with how to manage their teams clients and workloads But by understanding a few basic skill sets in each of these areas CPAs can set themselves up to be much more effective project managers
Lean Strategies to Maximize Client Value and Effectiveness Excellent client service demands nothing less than timeliness, ...
Topics L Gary Boomer Advisory Services It s a Team Sport Do you have the right leader Do you have the right team Do they have the right tools Learn how to find the leader build the team and provide the services that clients want and need People planning and processes are the keys to success with technology being the accelerator Traditional firm technology is no longer enough These new advisory services require CRM collaboration project management document management mobile access and much more in the way of technology than did the compliance services Learn how your team can stay relevant with the rapidly changing ecosystem as well as reduce many of the work compression issues associated with busy season How to Develop an IT Strategic Plan Your Roadmap to Future Readiness Without a technology plan it is easy for any business firm to fall into one of five traps Watching your peers Thinking you are different Maintaining rather than innovating Thinking you are ahead of peers and clients Getting high on your own supply The process is as important as the plan Learn how to avoid the traps leverage the technology and develop a quick budget that will ensure success and make you future ready Faster Better Cheaper Easier A New Look at Technology Technology is rapidly making everything faster better cheaper and easier However firm processes are often lagging behind and limiting technology from truly increasing your bottom line In this session you will learn to define the processes needed to fully benefit from technologies so that your firm will be better integrated more collaborative and more mobile Keynote Speakers Topics n www boomer com n phone 785 537 2358 26
Topics  L. Gary Boomer Advisory Services - It   s a Team Sport Do you have the right leader  Do you have the right team  D...
How to Develop a Strategic Plan Your Competitive Advantage The majority of firms don t have a current strategic plan and in many of those that do the employees don t understand their roles or have a personal game plan With the right process your firm can Build a culture of accountability Focus on high priority opportunities Properly allocate resources people and budget Reduce or eliminate dangers Leverage strengths and unique abilities Attract and retain quality people and clients Learn our planning process how to hold yourself and others accountable and change your culture to achieve your desired results Best of all you will acquire the skills and tools to provide planning services to your clients 10 Ways to Leverage Your IT Investment This session will focus on how to maximize the return on your IT investment including dealing with myths old paradigms and obsolescence The economy today does not allow for inefficient processes and people who attempt to work outside the system Learn what the best firms are doing to build systems around their processes and how a change in attitude may improve performance and results Learn the 10 ways to leverage 1 Pricing 2 Training 3 Sourcing 4 Focus on the Big Rocks 5 Processes Workflow 6 A Digital Platform 7 Unique Ability Team 8 Leadership Management Accountability 9 Peer Metrics Know your numbers 10 Risk Management Tolerance 27 Keynote Speakers Topics n www boomer com n phone 785 537 2358
How to Develop a Strategic Plan  Your Competitive Advantage The majority of firms don   t have a current strategic plan, a...
Topics L Gary Boomer How IT Savvy Is Your Firm Simply utilizing technology and saying your firm is IT savvy doesn t make it a reality Many accounting firms miss opportunities and experience frustration because they lack IT savvy and management practices This session reveals what it really means to utilize technology in a way that maximizes your firm s return on investments while minimizing dangers to productivity Packaging Pricing and Delivering Advisory Services Expectations have changed and so have the required skills tools and pricing CPAs can become the Trusted Business Advisor rather than the Trusted Technical Advisor Explore how firms are using a menu of services to package a matrix to price and a team to deliver higher value advisory services The tools can save thousands of hours improve margins and help close business What is your value proposition that differentiates you from competitors How do you filter and target clients Avoid the traps and leverage the technology to make your firm successful and future ready Are You Prepared to Play Above the Line Think 10 X Stop picking up 10 bills and focus on 100 bills With the Cloud comes new capabilities and opportunities where CPAs can collaborate with clients to offer not only traditional tax and accounting services compliance but higher value advisory services in the areas of business performance and strategic planning Learn how CPAs are developing a menu of services to operate above the line and packaging services from below the line with those from above the line to make clients stickier because they receive truly valuable advice You can source as well as provide services to meet your client s wants and needs This all takes a new kind of thinking Keynote Speakers Topics n www boomer com n phone 785 537 2358 28
Topics  L. Gary Boomer How IT-Savvy Is Your Firm  Simply utilizing technology and saying your firm is IT-savvy doesn   t m...
Creating a 10x Legacy Creating a legacy requires the creation of something greater than yourself To achieve this you must have a unique ability team to support you By creating a strategic plan and being accountable to one another you will take your firm to the next level You will leave this session with the strategy and tools to help your firm grow and think differently while leaving a legacy for yourself
Creating a 10x Legacy Creating a legacy requires the creation of something greater than yourself. To achieve this, you mus...
Topics Marc Staut Technology Trends Technology Briefing Technology has always been a fundamental component of accounting firms But it goes way beyond mathematical calculation Technology can help your firm win clients engage staff and expand the business This session will cover the latest trends in accounting firm technology from collaboration tools to cloud solutions and communication we ll discuss the latest tech designed to help you manage your firm The Mobile CPA What s in My Bag What are the latest tools and technologies available to make the life of a road warrior a little easier In this session we will take a closer look at the mobile technologies supporting and empowering remote employees to work smarter Session takeaways Learn about practical technology you can deploy today Look at what technologies are coming soon that may impact your technology strategy Bring Your Own Device Latest Trends and Strategies Bring Your Own Device BYOD burst onto the scene several years ago but that doesn t mean that there is nothing new happening In this session we will discuss the latest trends technologies and policies that are impacting firms Session takeaways Latest BYOD trends and technologies Strategies for deploying BYOD in your firm Technology for Advisory Services The platform and technology ecosystem required in the advisory service game is significantly different than the firm s technology designed for tax and audit Learn about the key technology components and how firms are improving their workflow scheduling reporting project management and cash flow by using cloud based applications Keynote Speakers Topics n www boomer com n phone 785 537 2358 30
Topics  Marc Staut Technology Trends Technology Briefing Technology has always been a fundamental component of accounting ...
Weathering the Storms of Cloud Computing Cloud computing isn t just about internet bandwidth anymore This session will map out possible storms you may encounter when considering the leap from traditional on premises products to hosted solutions Topics to be explored include firm infrastructure needs service level agreements peering and latency security mobile solutions and redundancy Learn what can be done to reduce your risk of weather and make sure the forecast for your transition to the cloud is sunny and clear Internet of Things What Can It Do For Your Firm Now The Internet of Things is everywhere You ve heard about the good the bad and especially the insecure How are technologies that are driving the Internet of Things going to make an impact in firms today and going forward We ll also cover what technologies are ready to be used today and which ones aren t ready for prime time Technology Vision and Innovation Virtual reality digital assistants IoT devices artificial intelligence algorithms what are some of the latest technological advances and how can your firm prepare to leverage them This open forum discussion will walk attendees through brainstorming and structured speculation about technologies that will be important to the future of the industry Session takeaways What are some ways your firm can innovate What technologies are going to impact our industry Technology Trends Processes and People to Drive Productivity Technology is more than just hardware and software and it impacts nearly all aspects of your business To make informed decisions for tomorrow you need to understand today s trends and how technology is evolving to be more interdependent with people and processes than ever before In this session we will explore The importance of mindset Process as a priority Technology tools for evolving environments 31 Keynote Speakers Topics n www boomer com n phone 785 537 2358
Weathering the Storms of Cloud Computing Cloud computing isn   t just about internet bandwidth anymore. This session will ...
Topics Marc Staut Technical Debt and Innovation Technical debt is a common term in the software development industry It refers to the extra development work that arises down the road when corners are cut to release software programs quickly What does this have to do with the accounting profession Many firms make choices with their technology that are quick and easy now but come at the expense of innovation This session will cover how to identify technical debt in your firm how to pay it down and how to stay out of debt in the future Building a Technology Roadmap Technology is an accelerator and a strategic asset In most firms it is the second largest investment behind talent Firms need a technology plan and budget to prioritize and develop innovative strategies Without a plan firms tend to react spending most of their budget on maintenance keeping the lights on rather than innovation This session will get you started building a technology roadmap that integrates with your firm s overall strategic plan The Internet of Things The CPA s Role in the New World of Business The Internet of Things is here to stay So will it steal our jobs or just create a demand for a new kind of professional We believe the IoT doesn t threaten accounting firms it just requires firms to evolve as well This session will discuss the CPAs role in this new world and how firms are making moves now to shift their core services to incorporate proactive advice that drives profitable growth for clients and increased value for their practices We ll also discuss why it s more important than ever for accounting and IT professionals to work in close collaboration to react faster and reach company objectives Keynote Speakers Topics n www boomer com n phone 785 537 2358 32
Topics  Marc Staut Technical Debt and Innovation Technical debt is a common term in the software development industry. It ...
The Five Pillars of a Future Ready Firm There are many aspects of developing a future ready firm In this session we will talk about the mindsets talent and technology that is needed to take a firm to the next level Session takeaways What is a future ready firm What makes a firm future ready How future ready is your firm Enabling Remote Workers As the number of companies offering workplace flexibility and remote work arrangements continues to grow the likelihood that your firm will receive or already has received requests to work outside the office is quite high Ensuring that you re prepared for these requests with the appropriate technology expectations criteria and policies will not only become more important in the coming years but is also expected by many prospective employees 33 Keynote Speakers Topics n www boomer com n phone 785 537 2358
The Five Pillars of a Future-Ready Firm There are many aspects of developing a future-ready firm. In this session, we will...
Topics Arianna Campbell Work Life Integration The boundaries between work and life are becoming more blurred Aging parents young children or unexpected illness can cause tension between professional and personal commitments Firms must be prepared to provide flexible work arrangements to retain the best talent Understanding different options based on experiences from others will help your firm determine the best strategy for keeping top talent throughout inevitable life changes Creating and Sustaining Continuous Firm Improvement Lean Six Sigma is helping firms find quality and efficiency in their processes which result in higher profitability Success is a combination of process improvement and commitment from all levels of the firm Learn how to identify and address key areas for change and cultivate a culture of continuous improvement Lean Six Sigma Strategies for Increased Leverage Utilization of Technology If firms want to achieve greater consistency and utilization leveraging of their technology and processes they should have a fundamental understanding of Lean processes and deployment This is an interactive workshop with the popular Lego demonstration that helps bring to life the connection between technology and process Interactive presentation and simulation will make up much of the workshop You ll be engaged and interactive throughout Remote Working Success Stories Future ready firms are increasing employee retention by implementing strategies for remote working arrangements In this session you will learn about how to select the right candidates create policies to set expectations and what technology to leverage You will also hear lessons learned from firms that are successfully implementing remote working arrangements Keynote Speakers Topics n www boomer com n phone 785 537 2358 34
Topics  Arianna Campbell Work-Life Integration The boundaries between work and life are becoming more blurred. Aging paren...
Retention Strategies a Lean Firm s Competitive Advantage Our experience and feedback indicate a correlation between firms who embrace a Lean culture and increased employee retention This session will help you understand employee retention through the lens of Lean Six Sigma We ll discuss how you can gain a competitive advantage by understanding how value is determined from the employee s point of view the importance of investing time to save time the morale related benefits of creating consistent and high quality processes and the opportunities for professional development that are created by continuous improvement
Retention Strategies  a Lean Firm   s Competitive Advantage Our experience and feedback indicate a correlation between fir...
Topics Jon Hubbard Five Star Client Service Could your firm benefit from better working relationships Could expectations for projects be better communicated Would you like to work in a culture of open honest communication regarding performance and continual improvement Five Star Client Service will help your firm build a culture based on the same principles that Five Star hotels and restaurants use to achieve high quality service The process focuses on internal staff first teaching the concept that firms cannot provide excellent external service if they do not first practice excellent internal service Your brand in this context is essentially your reputation It is created by the sum of consistent experiences your clients have when they interact with your organization We teach a process that helps you build consistent service into your culture so that you can define and grow the brand you want to achieve Benefits of Five Star Client Service By learning about the power of branding your firm will develop a shared perspective and language when working with one another Practicing Five Star principles internally will enhance the level of teamwork respect and communication within your team Building a culture of consistency throughout your entire organization will improve the strength of your brand as viewed by clients and potential clients Keynote Speakers Topics n www boomer com n phone 785 537 2358 36
Topics  Jon Hubbard Five Star Client Service Could your firm benefit from better working relationships  Could expectations...
Leverage Instincts to Improve Individual and Term Performance Why is it that the best individuals and teams don t always produce at top levels More significantly why are some of your key departments underperforming Maybe you don t have all of the information you need to match the right people to the right roles By assessing and understanding the inherent strengths of individual employees you will be better able to match the right people with the right positions and increase the productivity of essential work groups in your organization In this session we discuss how firms are leveraging the Kolbe IndexTM to identify and understand the instincts of their employees and the benefits firms receive from doing so 37 Keynote Speakers Topics n www boomer com n phone 785 537 2358
Leverage Instincts to Improve Individual and Term Performance Why is it that the    best    individuals and teams don   t ...
Topics Michael Wherry Advisory Services It s a Team Sport There is a lot of interest discussion and action taking place around client advisory services these days but how does a firm get started moving in that direction First you need to have the right leader the right team and you need to give them the right tools In this session we ll learn how to find them all and start providing the higher level services that clients want and need Change Management Great progress begins with change but change is never simple It can be slow frustrating and painful That s why some people choose to stay the same and miss out on the rewards that powerful change can bring The magic happens when we start with a simple question Why Why do we need to change and why will this be better In this session we will discover how asking those simple questions can help you transform your culture set realistic expectations hold yourself and team accountable solidify trust and ultimately grow the firm You will leave this session with the power to develop a roadmap and drive your team to success Introduction to Lean Six Sigma for CPA Firms This session will show how CPA firms use the world class process improvement tools of Lean and Six Sigma to improve processes and profitability ultimately adding more value to client relationships This interactive workshop uses the popular Lego demonstration to help bring to life the connection between technology and processes You ll be engaged and interactive throughout How to Leverage the Three Focuses of Lean to Manage Your Firm To take a firm from a conventional success to a game changer its people need the right mindset skillset and toolset Leveraging Lean in a CPA firm is about more than just updating processes This session will show participants how to take Lean thinking into other areas of the firm to improve performance and provide value to clients Keynote Speakers Topics n www boomer com n phone 785 537 2358 38
Topics  Michael Wherry Advisory Services     It   s a Team Sport There is a lot of interest, discussion and action taking ...
Get More Done Lean as a Project Management Tool Solid processes and continuous improvement are just the beginning To improve results year over year your firm needs effective client and engagement management This session will help participants set deadlines define key process phases and milestones for each engagement and ensure processes are in sync with your automated workflow tools
Get More Done  Lean as a Project Management Tool Solid processes and continuous improvement are just the beginning. To imp...
610 Humboldt St Manhattan KS 66502 Phone 785 537 2358 Phone 888 266 6375 Fax 785 537 4545 n email askboomer boomer com n www boomer com
610 Humboldt St Manhattan, KS 66502 Phone 785 537 2358 Phone 888 266 6375 Fax 785 537 4545 n email  askboomer boomer.com n...