Course Catalog

Boomer Consulting, Inc.

Table of Contents
Greetings

Our Speakers
L. Gary Boomer Sandra Wiley Jim Boomer 4 6 8

Technology
Leveraging Technology as a Strategic Asset Improving Business Processes with Technology 10 Ways To Leverage Your IT Investment The Changing Role Of The IT Professional Utilizing Gadgets & Gizmos For Success A Technology Revolution In The Cloud How IT Savvy Is Your Firm? 10 10 10 11 11 11 11

Practice Management
The Key to Team Productivity - Collaboration Embracing Location Based Work Managing Change in Your Organization Liberation! Strategies In Delegation And Truly Letting Go Five fundamental Truths Of Firm Management Dealing with Conflict And Confrontation Developing A Strategic Plan With Accountability Holding Your Partners Accountable Better Meetings Better Performance The Future Tax Practice Dealing with Non-Performing Partners 12 12 12 13 13 13 13 13 13 14 14

Business Development
Build Business by Smart Use of Technology Networking: In The Community And On The Web 15 15

Greetings
Thank you for your interest in learning more about our lineup of speakers and topics. This Course Catalog represents a thorough 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 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, L. Gary Boomer Sandra Wiley Jim Boomer Boomer Consulting, Inc. 610 Humboldt Street Manhattan, Kansas 66502-6035 888-266-6375 785-537-4545 (Fax)

Our Speakers
L. Gary Boomer
L. Gary Boomer is CEO of Boomer Consulting, Inc., an organization that provides planning and consulting services to leading accounting firms. The firms strategies chart a transformation road map that results in business growth through expanded services, improved processes, talent management and the leveraging of technology. Gary is recognized in the accounting profession as the leading authority on technology and firm management. For over a decade he has been named by Accounting Today as one of the 100 Most Influential People in Accounting. He is also a member of Inside Public Accountings 10 most recommended consultants. He consults and speaks around the globe on management and technology related topics including strategic and technology planning, compensation and developing a training/learning culture. He acts as a planning facilitator, provides coaching and serves on many advisory boards.

Kolbe
L. Gary Boomer specializes in assessing rapidly changing circumstances while devising practical solutions. While he is willing to conduct some form of trial-and-error, he makes careful calculations to ensure the best possible outcomes. Gary is a highly capable communicator with a gift for taking complex matters and conveying them in a way that makes sense to a general audience. He is committed to maintaining pre-determined processes but is also a highly functioning improviser. He possesses a powerful, imaginative vision that carries him and his team to ever new and exciting possibilities.

Unique Abilities
L. Gary Boomer is a visionary leader who innately sees possibilities instead of road blocks. He is committed to the principles of teamwork and is willing to collaborate with individuals who may have very different working styles. Gary is highly intuitive and capable of getting to the heart of difficult issues while creating consensus. He gives deference to those around him and does not neglect to show loyalty to those who have earned it.

Other Roles
He is the immediate past president of the Kansas Society of CPAs, a member of the AICPA Council and the accounting advisory board at Kansas State University. He is also a member of The Advisory Board, a group of leading consultants to the accounting profession. He is the past chairman of the AICPAs Information Technology Executive Committee and has also served on the AICPAs Academic and Career Development Executive Committee and the ACUTE Board of Directors. Gary is the creator of and a facilitator for The Boomer Technology Circles, exclusive groups of leading firms that join together to examine current issues and address common concerns about the management of technology within an accounting firm. Gary also hosts the CIO Advantage, a gathering of IT leaders from among the Boomer Technology Circles who are committed to accelerating individual performance. Gary is the author of Performance3 Management, Successful Technology Consulting The Boomer Advantage and a contributor to numerous Boomer Advantage Guides. He is also the author of Boomers Blueprint, a regular column in Accounting Today and publishes the Boomer Bulletin, a technology newsletter with worldwide circulation. In addition to accounting firm and small business consulting, he has consulted with IBM, Microsoft, Intuit, CCH, and Thomson on the design and marketing of accounting related software. Gary was previously a partner at the regional CPA firm of Varney & Associates.

Personal
Mr. Boomer received his BS and MS degrees in accounting from Kansas State University. He and his wife Mary have three children, Jeff, Jim and Katie.

Sandra Wiley
Sandra Wiley is COO and Shareholder with Boomer Consulting, Inc. She is a certified Kolbe trainer and assists clients in building teams, managing employee conflict and hiring staff. Sandra was ranked among Accounting Today magazines 2010 Top 100 Most Influential People in Accounting for her extraordinary work and influence as a firm consultant.

Kolbe
Sandras Kolbe A Index reveals her to be a visionary leader who is gifted with the ability to tackle emerging as well as future challenges. She works with a sense of adventure, preferring to focus upon the most essential facts in order to grasp a big picture view of any situation. Sandra relies upon her creativity and inspiration to cut through complexity and devise timely solutions while following her instincts to keep the ship moving at all times (and improvising with precision when necessary.)

Unique Abilities
Sandra is a naturally gifted public speaker who is noted for the energy and excitement she brings to an audience. At the same time, she adds a personal touch that leaves individuals in the crowd with a sense that she is your friend. This ability to build relationships and project warmth makes Sandra especially effective at building great teams. She is a team player in her own right, offering her multi-tasking skills and a realistic viewpoint that can keep an agenda on track and people focused on the tasks at hand.

Current Role
Sandra directs Boomer Consulting, Inc.s annual Human Capital and Learning Symposium and serves as co-director of the Performance3 Academy. She has been in the Strategic Coach Entrepreneurial Team Program for 10 years and is responsible for communicating its concepts to clients and the Boomer staff. 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 who is frequently published by many trade journals including CPA Practice Management Report, Accounting Today, Accounting Web, The CPA Practice Management Forum, The CPA Report of South Carolina, Lagniappe of Louisiana and The Asset of Missouri Societies. She also contributes a regular column covering human resources to the Boomer Bulletin and penned an award winning marketing plan, Rebuilding the Community Bank, published by the Bank Marketing Association.

Previous Roles
Prior to joining Boomer Consulting, Inc., 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 and presented over 50 training programs and numerous one-day seminars in human resources and marketing/sales. She was an officer of the American Institute of Banking and presented workshops titled Selling Bank Services and Customer Service Plus.

Personal
Sandra is a graduate of Friends University, in Wichita, Kansas, where she earned a bachelors degree in Human Resource Management. She also graduated with honors from the University Of Colorado School of Bank Marketing. She and her husband, Doug, make their home in Manhattan, Kansas (aka the Little Apple). They have three children: Charlie, Deanna and Sarah.

Jim Boomer
Jim Boomer is CIO and Shareholder with Boomer Consulting, Inc. His responsibilities include the Performance3 Management Program, the Boomer Technology Circles, strategic technology consulting, and internal project management. He also manages the internal technology team at Boomer Consulting, Inc. including development efforts for the Boomer Knowledge Network. Jim was recently selected for the 2011 CPA Practice Advisor Top 25 Thought Leader list, the 2011 AICPA Leadership Academy and was named to The CPA Practice Advisors Forty Under Forty list multiple times. He is a member of the KSCPA and AICPA as well as the AICPA TECH+ Steering Committee.

Kolbe
Jim Boomer is a highly practical thinker who is willing to try new ideas but is careful to count the cost ahead of time. Though he is an innovator who enjoys promoting alternatives, Jim reviews all relevant evidence and abides by established processes. His creativity and imagination permit him to turn abstract ideas into reliable solutions.

Unique Abilities
Jim Boomer might rightly be categorized as a diplomat. He allows for and entertains different positions, paying close attention to what others say while offering his own point of view with kindness. He is a quick learner who is adept at simplifying complex issues in order to devise solutions and works to keep team members communicating effectively. Jim is also a business tactician with keen oversight of technologys impact on his firm.

Other Roles
Jim writes a regular column in the Boomer Bulletin and has been published by Accounting Today, Accounting Web, the International Group of Accounting Firms and numerous State Society Publications. Jim is also a contributing author for The Boomer Advantage Guides, a series of industry guidebooks published by Boomer Consulting, Inc. focused on hot topics in the CPA profession. Jim was a member of the AICPA TECH+ 2008 planning committee and was recently named the chair of the KSCPA Technology Task Force. Prior to joining the Boomer team in 2004, Jim spent five years with BearingPoint (formerly KPMG Consulting) in San Francisco, CA and Arthur Andersen Business Consulting in the Phoenix, AZ and San Francisco, CA offices. Throughout Jims professional career, he has worked on many diverse projects in varied industries. His

consulting has focused on IT strategy and implementation, including projects focused on Knowledge Management, Document Management, Workplace Collaboration, and Corporate Portals. He has also had experience with several e-Business and Business Intelligence technologies. His past client list includes several Fortune 500 companies.

Personal
Jim holds a bachelors degree in Accounting and Management Information Systems from Kansas State University in Manhattan, Kansas and a Masters of Business Administration from the University of Texas at Austin. He and his wife, Mary, live in Kansas City, Mo. with their son Miles and daughter Larren.

Technology
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 in order 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

Improving Business Processes with Technology

Every day new or improved technologies allow todays accounting firm to streamline their business processes and improve efficiency. Taking advantage of these new technologies often means adopting new workflows to incorporate capabilities that didnt exist before! Well 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 dont work well together so learn how to get the full benefit out of the technology money you are already spending.

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. 2. 3. 4. 5. 6. 7. 8. 9. 10. Pricing Training Sourcing Focus on the Big Rocks Processes & Workflow A Digital Platform Unique Ability Team Leadership - Management - Accountability Peer Metrics - Know you numbers! Risk Management Tolerance

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The Changing Role Of The IT Professional

The technology landscape is changing constantly. With the trend toward cloud computing the IT professionals 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.

Utilizing Gadgets & Gizmos For Success

The consumer markets are driving technology advances in the workplace. A look ahead at the latest cool technologies can often indicate what will be infiltrating the office in the near term. See the latest gadgets and gizmos some with a lot of promise for business and use and others that may leave you scratching your head. Regardless, you will leave this session entertained and more knowledgeable about what tech companies are dreaming up!

A Technology Revolution In The Cloud

Cloud computing is one of the most discussed topics on the speaking and conference circuit these days. Is this just a fad or is this a revolutionary time similar to the introduction of the PC and the Internet? In this session, we will cover: A basic overview of Cloud Computing Hosting alternatives Value Proposition - Why it makes sense? Changing Role of IT Professional Update on Major Vendors Steps to start taking today

How IT Savvy Is Your Firm?

Simply utilizing technology and saying your firm is IT savvy doesnt 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 firms return on investments while minimizing dangers to productivity.

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Practice Management
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 are the keys to your success. This session will guide you through the steps that you will need to accomplish to insure that your firm will be poised for growth and profitability in the future. In this session you will learn: What is collaboration and how can it 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 Location Based Work

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 dependent 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. In this session you will learn: Distinguishing four different work access models Integrate new work models into your firm Tips on when and how to adjust to the change in mobile technology

Managing Change in Your Organization

Great progress begins with change. Firms today are excited about looking at the future, but a bright future requires that change happen at all levels of the firm. In this session we will discover the process for transforming your culture, setting realistic expectations, holding yourself and team accountable, solidifying trust and ultimately grow the firm. Does this sound difficult? Not when you have the right knowledge and road map to navigate through the change. You will leave this session with the power to develop that road map and drive the team to success.

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Liberation! Strategies In Delegation And Truly Letting Go

Stop thinking about delegation as something you might do someday when you find the right person to really take the responsibility. Learn how to effectively delegate tasks to the people who can take hold and run with them. Then, learn the art of liberation by showing that you are letting go not just in word, but in your actions.

Five fundamental Truths Of Firm Management

Hear real life stories of the fundamental characteristics of firms that are using managers in an effective way. Along with the challenges, you will discover the opportunity that is bountiful for your firm.

Dealing with Conflict And Confrontation

Every leader understands that a part of their job will be to deal with uncomfortable conversations and situations with their team members. Education, a streamlined process and a little practice can put you at ease and allow you to use your new skills to calm the waters of your work environment.

Developing A Strategic Plan With Accountability

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 upon the Boomer Advantage Guide to Strategic Planning, this session offers direction to shape a vision and strategy that maximizes the return on your firms technology investments utilizing a robust yet simple one-page, strategic plan.

Holding Your Partners Accountable

If partners are unwilling to be held accountable, most employees will merely go through the motions and disavow a firm-wide performance system. Documented expectations and regular accountability reviews are important at every level, but accountability truly starts at the top. This session will explore how to set goals and hold individual partners accountable for their contributions to the firms success.

Better Meetings Better Performance

Firms can increase performance by solving issues rather than just identifying and discussing them. Open discussion is healthy, but resolution is what differentiates high performers. This session will show you how to avoid the traps of procrastination and tangents while maximizing solution-oriented goals.

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The Future Tax Practice

A firms tax practice is critical to its success, yet many are not nearly as profitable as they could be. A dearth of adequate processes, skilled people, proper technology along with too many clients who do not fit the right profile can seriously constrain potential. This session reveals the keys to unlocking a streamlined tax practice that accelerates firm profits and performance.

Dealing with Non-Performing Partners

When partners fail to meet expectations, the root causes are always behavioral. Requiring accountability, mandating training and leveraging decision-making skills are just a few of the solutions to dealing with non-performing partners. This session will explore why partners get caught in a pattern of under-performance and how to get them back on track for success.

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Business Development
Build Business by Smart Use of Technology
Business Development is a broad field with multiple areas within it. Depending on the person or organization, business development can have many definitions. For the purpose of this presentation, we will define business development as the combination of your firms 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 areas while not draining unnecessary resources from the firm. In this presentation, attendees will learn how to leverage technology in 8 areas of business development: Client Referrals Branding & Design Social Media Customer Relationship Management Online Payments Website Builders Project Management E-mail Marketing

Networking: In The Community and On The Web

Growing your practice through community outreach How the web can increase your profits Best tips for networking effectively The game has changed. While it is still important to develop business through press the flesh face to face contact, there are also new avenues to connect with prospects and clients through social networking on the web. This session compares and contrasts the various ways to connect with your clients and prospects and gives common sense practices to make this web of communication more logical. The tips and tricks you receive here can be implemented and start paying dividends as soon as you walk out the door.

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