2009 BTC Client Prospectus

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Networks o rms witha visionor the uture

and a planor today

more information:[email protected]

1-888-266-6375


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Boomer Technology Circles are exclusive groups o leading rms that jointogether to examine current issues and address common concerns about themanagement o technology within an accounting rm. These rms continue their

partnerships throughout the year via The Boomer Knowledge Network - an onlinecommunity o accounting industry leaders sharing best practices and value-addedexperiences.

The ormat is unlike any other available to the accounting industry. Each Circlecomprises 15-20 comparably-sized rms rom dierent geographic areas othe country. Each member rm is represented by the partner or shareholderresponsible or technology strategy along with the chie IT proessional.

Currently about 110 rms participate in the Circles.

Firm Selection Criteria

Firms who meet the ollowing criteria will be considered or Circle membership:

Desire to improve business perormance through technologyView technology as a strategic asset, not an overhead expenseRepresent dierent geographic areas throughout the United States

Desire to take advantage o the Internet and the opportunities it providesHave a current technology plan and budgetDesire to improve themselves through relationships with other progressive rms

What is a Circle?

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FAQs

How many frms are in a Circle?

A Boomer Technology Circle is made up o 15 to 20 public accounting rmsgrouped together by size.

What i our competitors are involved in the program?

No competing rms participate in the same Circle.

How many Circles are currently meeting?

There are currently seven Circles, each o which meets three times per year inKansas City, Missouri. All Circle rms convene during the summer or the AllCircles Summit. (There are no meetings during the rst calendar quarter due tothe demands o tax season.)

How much time do members have to interact?

Each day and one-hal-long meeting has a set agenda with plenty o memberinteraction time.

How many people rom our frm should attend?

We request that two members o the rm attendideally a partner or shareholderwith infuence over the rms technology and an IT proessional. Partnerinvolvement is important because they have signicant infuence over a rmsvision and resources.

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Whats special about the Circles?

The Boomer Technology Circle ormat is unique in our industry or a numbero reasons:

Focus

Circles present opportunities to ocus on technology management in anenvironment away rom everyday concerns. Additionally, members oten reportthat travel time provides the best chance or partners and IT proessionals toconnect and learn rom one another.

Content

Each Circle agenda relies strongly on the real lie experiences o member rms.Circles orm a unique due-diligence laboratory in which members can learnrom each others challenges and accomplishments.

Accountability

At the conclusion o each meeting members document 90-Day Game Plans, whichthey review at the beginning o the next. This process encourages the execution oplanning and is a platorm upon which members can fow ideas into tangible goals.

Networking

Members build a network o trusted peers with whom they are comortablesharing and exploring ideas or validation.

FAQs

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Technology today is a strategic asset to the accounting rm, not an overheadexpense as it was oten viewed in the past. Improved communication between rmmanagement and IT personnel is essential to leverage this strategic asset across all

areas o the rm. The Circles help oster this dialog! Circle members see whatother top rms are doing with technology and in turn, learn how to implementsimilar strategies in their own rms.

Measuring Success

The Boomer Technology Circles are designed to assist the leading accountingrms in the nation to maximize their return on investment through peer rmnetworking, acilitated discussions and ongoing support through The Boomer

Knowledge Network. Success in the Circle community is measured by lessonslearned at the meetings, continual sharing o inormation between communitymembers and accountability or converting plans into action.

The Circle Focus

Our program ocuses on the special needs o two specic groups: rmmanagement and technology leadership. We concentrate on how to usetechnology as a tool to reach business objectives. It is notabout cool new stu

just or technologys sake. Many rms tell us that the travel and meeting timesallow rm owners and technology proessionals to spend quality time together inan atmosphere not usually possible in the day-to-day lie o rms.

Relationship

Our Members nd exceptional value not only in the lessons they take home butalso in the accountability the Circles provide. Boomer Technology Circles arebuilt on a strong relationship between the rms involved and Boomer Consulting,Inc. As such, each side contributes to the success o the Circles.

Lets Talk Technology

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Boomer Technology Circles are designed to assist leading accounting rms tomaximize success through peer networking, acilitated discussions and ongoingsupport through The Boomer Knowledge Network. We measure success not

only by what a rm learns at each meeting, but also by the ongoing dialogueamong community members and how each member responds when called to beaccountable.

Boomer Technology Circles are built on a strong relationship between us andour member rms. As such, each side contributes to the successul execution othe Circles. Read more about The Boomer Technology Circles below, and let usknow i you have urther questions.

Technology As A Strategic Asset

We help you discover emerging IT leaders within your rm and develop them ina way that maximizes the return on your technology investments. In addition, wehelp you see the bigger picture o how technology ts into your overall strategicplan.

Expert Analysis and Counsel

With Boomer Consulting, Inc.s expert industry consultants leading the way,your rm will enjoy generous exposure to some o the best and brightest ideas. Inaddition to our wealth o knowledge, other experts on special topics will regularlyhighlight signicant trends in the industry. Peer rms with insight rom doingthings the right way serve as bonus resources.

Strategic Planning

Moving rom ideas to action is critical to your rms success. We will help youdevelop strategic plans that incorporate technology with strict accountability.Along with this guidance, we will help you compose a 90-Day Game Plan toensure your success and ollow-through.

Benefts

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Benefts

The Boomer Knowledge Network

Unique resources are available to you anytime, anywhere. Search our onlinedocument library or hundreds o articles related to every industry-critical topic.You will nd past issues o the Boomer Bulletin, articles composed by L. GaryBoomer orAccounting Today, TheBoomer Advantage Guidesand much more!You can also utilize The Boomer Knowledge Network to participate in discussionorums, download meeting materials and metrics, and nd contact inormation orother Boomer Technology Circle members.

An Expanded Peer Network

The best rms understand the signicance o a peer network. Boomer TechnologyCircles open the door to expand relationships with trusted peers who possesssimilar goals and pursuits within the industry.

The Perormance3 Formula*

Planning People

Processes

* With technology as the accelerator

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Circles meet three times per year or one and one-hal days at each gathering.Agendas include a mixture o inormation delivered by Boomer Consulting, Inc.,third party experts and Circle members themselves. Topics include best practices,

lessons learned, and technology as a business accelerator.

Sample Agenda

Highlights o member accomplishments since the last meetingA technology strategy and vision session, ocused on the accounting proessionAn overview o trends, new products and new servicesCombined sessions on topics o common interestSeparate breakout sessions or partners and technology proessionalsMultiple networking opportunitiesTime to document a 90-Day Game Plan

Between Meetings

The Boomer Knowledge Network serves as a communication vehicle betweenCircle meetings. As many rm employees who wish may obtain login credentials.Access provides the ollowing:

Contact inormation or all Circle member-rms and individualsSample job descriptions, policy statements, checklists and moreArticles covering every important issue related to the accounting industryVideo segments rom many past sessions and presentations at Boomer eventsAn interactive orum to post questions or specic audiences within the Circlenetwork

What Happens At A Circle?

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What Happens At A Circle?

Circle membership is a two-way street. Both Boomer Consulting, Inc., as programsponsor, and member rms have responsibilities to uphold.

Boomer Consulting, Inc. Responsibilities

Coordinate and acilitate the meetingsProvide the orum or ree and open inormation exchangeIntroduce your rm to strong peer contactsProvide contacts with sotware companies and other vendorsCollect, compile, and distribute valid statistical data on member rmsDevelop and implement The Boomer Knowledge NetworkHelp you build an action plan, and hold you accountable or completing it

Circle Member Responsibilities

Commit to being an innovative, orward-thinking rmParticipate in three events per year (two Circle sessions and the All CirclesSummit)Send two representatives rom the rm:- The Managing Partner or technology partner o your rm

- The senior IT proessional (Network Administrator, Network Engineer,Director o Technology, etc.)Complete the annual rm metrics questionnaireParticipate whenever possible with member discussions on The BoomerKnowledge NetworkGive as well as receive. The Circle experience is meant to be interactive

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Ted McNea - Summers, McNea & Company PC Billings, MT

As a frst-time attendee, an absolutely antastic and eye opening experience. I I can

implement one or two o the many ideas in the next three months, our frm will growand prosper. Already looking orward to the next meeting and the great group o

people.

Mark Albrecht - Kirkland Albrecht & Fredrickson Braintree, MA

Within the frst two hours, the meeting paid or itsel!

Jim Bourke - Withum Smith and Brown Princeton, NJ

The interaction with your counterparts and sharing o problems, solutions and

success stories is reason enough to participate in the Boomer Technology Circles.

Member Testimonials

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Boomer Technology Circle Meetings are held in the last three quarters o theyear in Kansas City, Missouri.

About Kansas City

Kansas City is home to Americas Heartland. While youre in town, why notexplore a little?

Kansas City is amous or its world-renowned cuisine, great shopping and manyother attractions:

Harley-Davidson Final Assembly PlantNegro Leagues Baseball MuseumNelson-Atkins Museum o ArtCrown Center Shopping AreaNewly renovated Kauman Stadium (home o the Kansas City Royals)Oceans o FunWorlds o FunMuch More!

Hotel InormationThe Westin Crown Center, Kansas City1 East Pershing RoadKansas City, Missouri 64108816-474-4400

Agenda

The schedule or all Circles will last one and one-hal days. Each agenda isdesigned exclusively around member rms interests and needs.

Important Information

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CPE Inormation

Boomer Consulting, Inc. is registered with the National Association o StateBoards o Accountancy (NASBA) as a sponsor o continuing proessionaleducation on the National Registry o CPE Sponsors. State boards o accountancyhave nal authority on the acceptance o individual courses or CPE credit.Complaints regarding registered sponsors may be addressed to the NationalRegistry o CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN,37219-2417. Web site: www.nasba.org.

Program PrerequisitesNone

Advanced PreparationNone

Program LevelUpdate

CPE Credits Recommended10

Important Information

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Learning Objectives

Review progressClariy goalsShare best practicesImprove processesNetwork with peersBenchmark key indicatorsBuild eective teamsIdentiy leading solutionsDevelop company growth strategiesDocument a game plan

Attire

Business Casual

Instructional Delivery Method

Group-Live

Up to 10 hours o CPE credit in accordance with the standards o the NationalRegistry o CPE Sponsors, CPE credits will be granted based on a 50-minutehour.

For more inormation regarding administrative policies such as complaints,cancellations and reunds , please contact Sandra Wiley at [email protected] or by phone 888-266-6375.

Other Important Information

Documents

2009 BTC Client Prospectus