Four Honored for “Bridging the Gap” at The Boomer Technology Circles™ Summit
Manhattan, KS – August 17, 2016 – Three individuals and one CPA firm took home “Bridging the Gap” awards after being honored on August 14th by Boomer Consulting, Inc. during the 2016 Boomer Technology Circles™ Summit in Kansas City, Missouri. Three of the awards honor firms and individuals within the accounting profession that excel in aligning technology and firm management while the fourth award recognizes an outstanding emerging leader.
Adam Odom, Audit Manager, LSL CPAs LLP, was presented with the 2016 Bridging the Gap as an Emerging Leader Award.
Odom was nominated by his firm due to his positive attitude and focus on helping the firm in any way he can. On any project he takes on, Odom seeks improvements and efficiencies. He continuously looks to engage staff in the firm to enhance their career goals and opportunities. Considered the number one thought leader at LSL CPAs LLC, Odom has worked in multiple departments and has exceeded all expectations with increased business and client relations.
LSL CPAs LLC (http://www.lslcpas.com/) is a certified public accounting and business advisory firm with offices in Orange County, Silicon Valley, and Temecula Valley, California.
Grant Jones, Shareholder, Perkins & Co, was presented with the 2016 Bridging the Gap in Firm Management award. Jones’s commitment to and passion for bridging the gap between firm management and technology is evident in his active participation in the Boomer Technology Circles Summit since Perkins & Co joined in 2002. Currently, he is working to increase security awareness within the firm through a formalized program of baseline testing, interactive web-based training and ongoing assessment.
Perkins & Co (http://perkinsaccounting.com/) is the largest locally owned accounting firm in Portland, Oregon with more than 150 employees plus 24 shareholders. The firm is one of the most admired professional service firms in the area according to the Portland Business Journal’s Most Admired Companies vote.
Cody Page, Chief Operating Officer, Peterson Sullivan LLP, was presented with the 201 Bridging the Gap in Technology Award.
Page led the internal Lean Billing Project and led the charge to further automation, challenging his firm to take their billing practices to the next level. Acting as the liaison between IT and the firm’s partners, he’s a key internal resource and leads the firm from a high level operational and technology perspective. He’s one of a kind in his ability to see and lead the big picture, yet appreciate the details when necessary.
Peterson Sullivan LLP (http://www.pscpa.com/) is a certified public accounting and business advisory firm based in Seattle, Washington. They are ranked among the top 10 largest CPA firms in the Puget Sound region, with more than 170 professionals and support staff.
Peterson Sullivan LLP
Cody Page, Chief Operating Officer at Peterson Sullivan LLP accepted the 2016 Bridging the Gap Award for Technology and Firm Management Project, an award that recognizes a firm’s project to leverage technology to accelerate the achievement of the firm’s vision and goals.
With their Lean Billing Project, Peterson Sullivan LLP applied leading edge techniques to the billing process to better automate the process, leverage responsibility and turn invoices around quicker to improve cash flow. The project was rolled out in August of 2015 and since that time, many other firms have reached out to Peterson Sullivan to learn more about what they’re doing.
“These awards are meant to showcase the individuals and firms that are leading the charge to link business management, IT strategies, human resources, training and learning,” said Sandra Wiley, President of Boomer Consulting, Inc. “To stay ahead of the curve and become a Firm of the Future, you must have the right leaders and players in place. It’s an honor to be able to recognize some of the brightest and most influential people in accounting.”
The winners were chosen from nominations submitted by around 100 eligible firms that are either members of the Boomer Technology Circles™ or participants in the P3 Leadership Academy.
About Boomer Consulting, Inc.
Boomer Consulting, Inc. guides accounting firms to increased performance and profitability by providing forward-thinking consulting services, peer-led communities and relevant intellectual capital. Their unique and powerful solutions target five areas critical to a firm's success: Leadership/Management, Client Development, Talent Development, Technology and Processes. For more information, visit www.boomer.com.
Contact: Heather Robinson
Boomer Consulting, Inc.