The Boomer Technology CirclesTM
The Boomer Technology CirclesTM community will help your firm bridge the gap
between technology and practice management and accelerate your progress through
thought leadership and peer accountability.
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The CEO AdvantageTM
The CEO AdvantageTM is a community of Managing
Partners who act as a collaborative think tank to challenge, encourage and
propel each other to a higher level of success.
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The CIO AdvantageTM
The CIO AdvantageTM community prepares technology
professionals for a seat at the management table by developing their business
and IT acumen.
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The Talent Development AdvantageTM
The Talent Development AdvantageTM (TDA) is a community of HR, Learning and Human Capital Leaders focused on talent development through shared intellectual capital, peer networking and collaboration.
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The Producer CircleTM
The Producer CircleTM is a community of business
and IT savvy thought leaders focused on providing improved client service and
achieving firm growth and profitability by leveraging technology and the cloud.
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The EPC Method for CPAsTM
The EPC Method for CPAsTM program will provide you
training, confidence and access to a first class technical evaluation process
so that you can provide the answers your clients need to make objective
decisions about their life insurance needs.
Learn More About The EPC Method for CPAsTM