The Producer Circle™ is a community of business and IT savvy thought leaders focused on providing improved client accounting service and achieving firm growth and profitability by leveraging technology and the cloud.
This selective peer network is for Client Accounting Service practice leads and the technology professional that will be supporting them as they transform their practices from an ancillary transactional service to a primary profit center providing higher value-add services and make your firm a most trusted business advisor to your clients. Leverage the expertise of other leading firms through facilitated discussions, peer networking and ongoing collaboration through our online community, the Boomer Knowledge Network.
Primary Objectives
Develop a community of business and IT savvy CPAs servicing the SMB market
Bridge the gap between client accounting and consulting services
Deliver new client driven services by leveraging technology and the cloud
Assist in the naming, packaging and pricing of those services
Assist in the development of the delivery team based upon the required unique abilities
Assist with change management efforts within your firm so you are ready to respond in today’s pull economy
When and Where?
Meeting 1
July 11 and 12, 2013
The Westin Crown Center - Kansas City, MO
Meeting 2
October 21 and 22, 2013
AICPA Boardroom - Durham, NC
Four Annual Webinars
Dates TBD
Who Should Attend?
Client Accounting Services Leaders and Technology Leaders
Interested?
For information on membership and registration contact:
Peer networking with other firms with similar goals
Sharing of peer metrics and best practices
Member presentations and panels to share real-world experiences
Exclusive member area available only to Producer Circle members on the Boomer Knowledge Network
Facilitators
Jim Boomer
Jim Boomer, CIO, is director of the Boomer Technology Circles™ and an expert on managing technology within an accounting firm. He also serves as a strategic planning and technology consultant and firm adviser in the areas of performance and risk management.
L. Gary Boomer is CEO of Boomer Consulting, Inc. He is recognized by the accounting profession as the leading authority on technology and firm management. Gary has been ranked by Accounting Today as one of the 100 most influential people in accounting for over ten years running. His innovative strategies chart a transformation road map that results in increased revenue, goal-oriented personnel and business growth.
Sandra Wiley, COO, is ranked by Accounting Today as one of the 100 most influential people in accounting as a result of her prominent role as an industry expert on HR and training as well as influence as a management and planning consultant. Sandra is a certified Kolbe™ trainer who advises firms on building balanced teams, managing employee conflict and hiring staff.
Learning Objectives: Learn new management skills and improve your ability to direct the functions of planning, people and processes through Professional Facilitation, Individual Coaching, Individual Firm Projects, Networking with Peers and Bench Marking.
Program Level: Update
Instructional Method: Group Live
Prerequisites: No prerequisite courses, advance preparation or experience is required for admittance to this conference.
Recommended CPE Credit: Up to 10 hours
For additional information regarding administrative policies such as complaint or refund, please contact Sue Thiemann at sue.thiemann@boomer.com or by phone 888-266-6375.
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