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Boomer Technology Circle™ #2

November 20 - 21, 2014

Meeting room: Liberty (Ballroom level)

Westin Crown Center Hotel, Kansas City, MO

Thursday, November 20, 2014

8:00 - 8:30

Continental Breakfast

8:30 - 9:00

Welcome and Member Introductions

 Get to know your peers as each member introduces themselves and their firm.

9:00 - 9:30

Sponsor Ignite Presentations

 Be educated and entertained as the 2014 Boomer Technology Circle Sponsor attendees providequick, fast-paced responses to six of the most frequently asked questions from the members.

9:30 - 10:30

Accountability Review

 Accountability is a foundational element of The Boomer Technology CirclesTM Program. In thissession, you will work in small groups to look back at the progress you’ve made on your gameplan since the last meeting. Your peers will help hold you accountable and push you to achieve results beyond what most will achieve on their own.

10:30 - 10:45


10:45 - 12:15

The Boomer Briefing

 Technology is already ubiquitous to all aspects of business and becomes more so every day. This session will provide the information you need to know for your firm to remain a leader in the profession. Get the latest updates on industry trends, growth strategies and opportunities from both the firm management and technology perspectives. You will also hear key trends from The Boomer Technology Circles Metrics, updates on the leading vendors in our profession and tools and tactics for how your firm can improve.

12:15 - 1:15


1:15 - 2:15

Management and Technology Breakout Sessions

 Tap into the knowledge and experience of your peers during what is continually one of thehighest-rated sessions of each meeting. In this facilitated session, you’ll have the opportunityto openly discuss a wide variety of topics submitted by the members prior to arrival.

2:15 - 2:30


2:30 - 3:30

Management and Technology Breakout Sessions Continued


3:30 - 4:00

High Level Debriefing from Breakout Sessions

 Bridging the gap between technology and practice management is another foundational element of The Boomer Technology CirclesTM Program. In this session, we’ll bring the businessand technology professionals back together to connect the dots on what was discussed in the breakout discussions.

4:00 - 5:00

Free Time

5:00 - 6:00

Social Hour, courtesy of 2014 Circle Sponsors


No-Host Dinner

Friday, November 21, 2014

8:00 - 8:30

Continental Breakfast

8:30 - 9:00

Recap of Previous Day and Planning for the Next Session

 We will briefly take stock of the first day’s events and spend some time mapping out the agenda for our next meeting.

9:00 - 9:50

A Closer Look at CCH Axcess


Migration to the cloud continues to be the subject of much discussion and debate. In this session, we will hear about Gerson Preston Robinson and Co.’s evaluation of CCH Axcess for the 2015 tax season. Josh will share experiences and lessons learned from their analysis including:

  • Cost analysis of cloud vs. on premise
  • Time required for conversion
  • Data management during conversion
  • Learning curve for user adoption of new interface
  • Josh Ehrenreich, IT Director, Gerson Preston Robinson and Co.

9:50 - 10:10


10:10 - 11:00

Facilitated Discussion: Technology Training for New Staff


A well-trained staff leads to increased efficiency and productivity. Getting a head-start with new staff can be a major determinant in your team’s proficiency with using technology. In this session, Micah and Doug will facilitate a group discussion on a variety of training topics including:

  • Delivery methods – pre-recorded videos, online courses, 3rd party instructors, etc.
  • Tools – Adobe Connect, Camtasia, etc.
  • Structure – training coordinator to manage the overall process, internal volunteers to deliver training, etc.
  • Micah Cope, NetworkAdministrator, Kiesling Associates
  • Doug Ferguson, IT Director, Green Hasson and Janks

11:00 - 12:00

90-Day Game Plan Preparation and Review

 We don’t want you to leave without providing the opportunity for you to reflect on what you’ve learned and document your action plan. You’ll also increase your level of commitment by sharing your plan with your peers and learning about their major projects for the next quarter.



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