2011 Course Catalog

8/9/2019 2011 Course Catalog

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Boomer Consulting, Inc.

Course Catalog


Course Catalog


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Table of Contents

Greetings

Our SpeakersL. Gary Boomer 4

Sandra Wiley 6

Jim Boomer 8

Technology

Leveraging Technology as a Strategic Asset 10

Improving Business Processes with Technology 10

10 Ways To Leverage Your IT Investment 10The Changing Role Of The IT Professional 11

Utilizing Gadgets & Gizmos For Success 11

A Technology Revolution In The Cloud 11

How IT Savvy Is Your Firm? 11

Practice Management

The Key to Team Productivity - Collaboration 12

Embracing Location Based Work 12Managing Change in Your Organization 12

Liberation! Strategies In Delegation And Truly Letting Go 13

Five fundamental Truths Of Firm Management 13

Dealing with Conflict And Confrontation 13

Developing A Strategic Plan With Accountability 13

Holding Your Partners Accountable 13

Better Meetings Better Performance 13

The Future Tax Practice 14

Dealing with Non-Performing Partners 14

Business Development

Build Business by Smart Use of Technology 15

Networking: In The Community And On The Web 15


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GreetingsThank 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 ses-

sion 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 orfacilitator.

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 WileyJim Boomer


610 Humboldt Street

Manhattan, Kansas 66502-6035

888-266-6375

785-537-4545 (Fax)


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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 man-

agement. For over a decade he has been named by

Accounting Todayas one of the 100 Most InfluentialPeople in Accounting. He is also a member ofInside

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 devis-ing 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 roadblocks. 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.


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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 Technol-ogy 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, exclu-

sive 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 perfor-

mance.

Gary is the author ofPerformance3 Management, Successful Technology ConsultingThe Boomer Advantageand a contributor to numerousBoomer Advantage Guides. He is

also the author of Boomers Blueprint, a regular column inAccounting Today and

publishes theBoomer 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 ac-

counting 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 Uni-

versity. He and his wife Mary have three children, Jeff, Jim and Katie.


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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 amongAccounting Todaymaga-

zines 2010 Top 100 Most Influential People in Ac-counting for her extraordinary work and influence as

a firm consultant.

Kolbe

Sandras Kolbe A Index reveals her to be a vision-

ary leader who is gifted with the ability to tackle

emerging as well as future challenges. She works with a sense of adventure, prefer-

ring 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 shipmoving 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 excite-

ment 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 Sym-

posium 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 theBoomer Bulletin and penned an award winning marketing plan,

Rebuilding the Community Bank, published by the Bank Marketing Association.


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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 pro-

grams and numerous one-day seminars in human resources and marketing/sales. Shewas 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.


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Jim Boomer

Jim Boomer is CIO and Shareholder with Boomer

Consulting, Inc. His responsibilities include the Per-

formance3 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 Knowl-edge Network.

Jim was recently selected for the 2011 CPA Practice Advi-

sorTop 25 Thought Leader list, the 2011 AICPA Lead-

ership 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 Com-

mittee.

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 al-

ternatives, 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 com-

plex issues in order to devise solutions and works to keep team members communi-

cating effectively. Jim is also a business tactician with keen oversight of technologys

impact on his firm.

Other Roles

Jim writes a regular column in theBoomer Bulletin and has been published by

Accounting Today, Accounting Web, the International Group of Accounting Firmsand

numerous State Society Publications. Jim is also a contributing author forThe 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 AICPATECH+ 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


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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.


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Boomer Consulting, Inc. Course Catalog 10

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 streamlinetheir business processes and improve efficiency. Taking advantage of these new tech-

nologies 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. Pricing

2. Training

3. Sourcing

4. Focus on the Big Rocks

5. Processes & Workflow6. A Digital Platform

7. Unique Ability Team

8. Leadership - Management - Accountability

9. Peer Metrics - Know you numbers!

10. 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 comput-

ing 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 busi-

ness 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 introduc-

tion 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 aculture based on collaboration. Identifying a process that will incorporate strategic plan-

ning, 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 show-

ing 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 processand 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 discuss-

ing them. Open discussion is healthy, but resolution is what differentiates high perform-

ers. 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 thataccelerates 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 thepurpose 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 con-

trasts 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.

Documents

2011 Course Catalog