April 2008 Boomer Bulletin
Welcome to the April 2008 Boomer Bulletin! This month Sandra Wiley helps you peer into your firm's future by examining the best way to begin the succession planning process. Meanwhile, Ken McCall takes a look back at this year's NCAA champion Kansas Jayhawks and shows that the hallmarks of a great basketball team are not all that different than a great business. Finally, Doug Donald offers a simple road map to begin thinking about how to improve your firm's processes. Read on!
Succession Planning 101
April 17 | Sandra Wiley, COO, Senior Consultant
Patricia Boucher is Managing Partner at the firm of Boucher, Barclay and Associates. Recently as she approached her 55th birthday, the big “R”—retirement—was coming into focus, but not because of any problems that she was having.
Business and Basketball
April 17 | Ken McCall, MBA, Senior Consultant
I’m writing this on the morning after the 2008 NCAA Men’s Basketball Championship game. As the adrenaline rush has cooled to a dull roar in my ears, I’ve considered the parallels between a championship basketball team and a high-performing accounting firm. While there are many, I’ll boil them down to three for simplicity: Teamwork, Tenacity, and Toughness.
A Closer Look at Process Development
February 5 | Douglas Donald, Publications Editor
Refining processes is a critical step in aligning your firm's employees with its Strategic Plan. In order to execute any strategic initiative, one must know where to begin, where to proceed and where to end. Managing your firm's processes is the key to unlocking its potential.
Preparing for Vista
April 17 | Andrew Sterling Hanenkamp, Interaction Developer
Okay, so Microsoft Windows Vista has been out for a while now, but some of us have not yet moved from XP to Vista. We haven't bought the new hardware, we haven't gotten all of our applications tested and ready to go, etc. However, now is the time to make sure we have transition plans in place if you haven't already.
Cain Elected Chairman of the Leading Edge Alliance
April 17 | Eric Hunt, Director of Client Relations
We would like to extend our sincere congratulations to R. Michael (Mike) Cain, CPA/PFS, who has been elected Chairman of The Leading Edge Alliance (LEA), a multi-billion dollar international association of 140 major regional CPA firms across the United States and in over 80 countries worldwide.
Joyce elected chairman of MSNA I.T. Technology Administrators SIG
April 17 | Eric Hunt, Director of Client Relations
We are proud to announce that longtime Boomer Technology Circle member Brian Joyce has been elected chairman of Moore Stephens North America I.T. Technology Administrators SIG.