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The Firm Summit

The Firm Summit is a facilitated event for your firm leadership customized to meet your needs and critical issues. Our consultants will work with you to develop an event that will be educational, valuable and entertaining.

The Firm Summit helps your firm make progress on its most pressing objectives by offering direction in leveraging all resources - including your team - to reach the next level. Our guided expertise will help your firm embrace new initiatives while maintaining focus on its most important priorities.

Full involvement by leaders at all levels ensures the success of a Firm Summit event. Our experience demonstrates that a plan can be very good when partners collaborate, but the plan goes from good to great when firm managers are entered into the mix.

With our skill and proficiency in facilitating group events, The Firm Summit can turn a "ho hum" planning occasion into an energetic and highly productive time that produces a relevant and action-oriented strategic plan.

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Facilitators

L. Gary Boomer

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.

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Sandra Wiley

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.

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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.

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