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BTC Summit

The 2014 Boomer Technology Circles™ Summit


The 2014 Boomer Technology Circles™ (BTC) Summit will bring together the entire network of BTC firms for one dynamic event.

View Photos From Last Year's BTC Summit!

The only event of its kind for the accounting industry, the yearly BTC Summit extends the networks of high performance firms as they interact with one another and discover value-added solutions from the industry's best providers.

Who Should Attend?

Any Firm Management professional, IT professional, or Emerging Leader who is looking to be re-inspired and re-energized with innovative wisdom for your firm's future! Please note that this event is open to non-Boomer Technology Circles™ members.

With around 300 attendees, the BTC Summit received an average rating of 4.7 (on a scale of 1-5 with 5 being best) in the "Overall Impression" category of the 2013 Post-Summit survey!

Emerging Leader Track

The Emerging Leader track is open to any new partner, manager, administrator or C-Suite professional. The track will focus on developing your emerging leader in the areas of project management, business development and managing a productive team. Attendees will hear from thought leaders Sandra Wiley and Tom Hood on the trends they are seeing in the profession that are important for emerging leaders to understand.

View the Emerging Leader track agenda by clicking here.

Logo for BTC Summit
August 18 - 19, 2014
Westin Crown Center
Kansas City, Missouri
Who Can Attend?
Accounting Firm Management and IT Professionals. Membership in The Boomer Technology Circles™ is not required.
Want More Information?

Keynote Speakers

CEO of the MACPA & Business Learning Institute

"If there is a conversation about the future of the profession, you're bound to hear Hood's name mentioned as one of the people leading the way. From his Innovation Summit to his many speaking engagements, from his prolific tweets to his range of alliances with vendors, other organizations, and thought leaders and influencers at all levels, Hood is doing as much as anyone - and more than most- to lead public accounting forward." - Accounting Today, 2013

Tom was named the second most influential leader in the CPA Profession in Accounting Today’s 2013 list of the Top 100 Most Influential People in Accounting (his ninth time). Linked-in recruited Tom as one of their Top 150 Influencers and he was named to the Top 25 Influencers in Learning by HR Examiner. Tom was also has named one of the Top 25 Thought Leaders by CPA Practice Advisor.


Photo of Tom Hood
Tom Hood


Jan Hargrave
CEO of Jan Hargrave & Associates

As a professional speaker, distinguished lecturer, and author of Let Me See Your Body Talk, Freeway of Love, Judge the Jury, and Strictly Business Body Language, Jan Hargrave shows how to take advantage of the vast world of nonverbal communication. She’s been a popular guest of the Montel Williams Show, Fox News, Great Day Houston, The Learning Channel, and E-Entertainment Television, as well as inspiring many of today’s leading corporations, such as Merrill Lynch, Starbucks, Rockwell, ESPN, Exxon, Chase Manhattan Bank, and Bank of America.

Photo of Jan Hargrave
Jan Hargrave

Gary Boomer, CPA. CITP
CEO, Senior Consultant and Shareholder, Boomer Consulting, Inc.

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 IPA’s 10 Most Recommended Consultants.

He consults and speaks around the globe on management and technology related topics including strategic and technology planning, compensation, change management and developing a training / learning culture. He acts as a planning facilitator, provides coaching and serves on various advisory boards.

Photo of Gary Boomer
Gary Boomer

Sandra Wiley
COO, Senior Consultant and Shareholder, Boomer Consulting, Inc.

Sandra is ranked by Accounting Today as one of the 100 Most Influential People in Accounting as a result of her prominent role as an expert on HR and training within the profession, and her influence as a management and planning consultant.

Sandra developed Boomer Consulting's P3 Leadership Academy and hosts regional trainings around the country. She is a certified Kolbe™ trainer who advises firms on building balanced teams, managing employee conflict and hiring staff. She is also a founding member of The CPA Consultant's Alliance and recently published her first book, The Journey Ahead, A New Roadmap to Collaboration in Your Firm.

Photo of Sandra Wiley
Sandra Wiley

Jim Boomer, CPA. CITP, MBA
CIO, Senior Consultant and Shareholder, Boomer Consulting, Inc.

Jim is ranked by Accounting Today as one of the 100 Most Influential People in Accounting and has been named to The CPA Practice Advisor’s "Forty Under Forty” and "Top 25 Thought Leaders” lists multiple times. He is the 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 to CPA firms across the country. In addition, Jim is leading The Producer Circle™, a community focused on providing improved client accounting services by leveraging advances in technology.

Jim is a graduate of the AICPA Leadership Academy and the Kansas Society of CPAs' (KSCPA) "20 Under 40” Leadership Program. He is an active member of the KSCPA and the AICPA, currently serving on the AICPA’s TECH+ Steering Committee, and having served on the CITP Credentials Committee and the KSCPA's Board of Directors.

Photo of Jim Boomer
Jim Boomer
Cancellations / Refunds
Boomer Technology Circle Members: Please reference your 2014 contract for cancellation details. Non-Boomer Technology Circle Members: Full refunds less an administration fee of $250 will be issued if written cancellation requests are received prior to July 15, 2014. Due to financial obligations incurred, no refunds will be issued on cancellation requests received after July 15, 2014. Event "no shows" forfeit their entire registration fee. Substitutions are accepted and welcome.
CPE Information
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 Delivery Method: Group-Live

No prerequisite courses, advance preparation or experience is required for admittance to this conference.

Recommended CPE Credit - Up to 18 hours of CPE Credit

For additional information regarding administrative policies such as complaint or refund, please contact Sue Thiemann at or by phone 888-266-6375.
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