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Boomer Technology Circle™ #4

November 11-12, 2014

Meeting room: Benton's Rooftop Ballroom

Westin Crown Center Hotel, Kansas City, MO

Tuesday, November 11, 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 - 9:15

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.

9:15 - 10:15

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.

10:15 - 10:30


10:30 - 12:00

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.

12:00 - 12:15

Sponsor Ignite Presentations Continued

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

Wednesday, November 12, 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

Facilitated Discussion: Crafting a Common Message

 The strategic direction of the primary software vendors is paramount to the success ofCPA firms and their clients. As such, it is important that we collaborate with solution providers in crafting the future roadmap that will support the needs of large firms and address their critical pain points. Based on the results of a pre-meeting survey, Jim will facilitate a group discussion with the goal of building consensus among BTC 4 members on a common message to take to the profession’s major software companies.
  • Jim Boomer, Boomer Consulting, Inc.

9:50 - 10:10


10:10 - 11:00

Office 365

 Microsoft Office 365 has come a long way from its beginning days as Business Productivity Online Suite (BPOS). And with that progress, more large firms are looking atit as a viable alternative to maintaining and supporting these systems on-premise. In this session, Jessica will share details about HAW’s implementation and lessons learned. Stephanie will share best practices to reach the next level
  • Jessica Chummar, System Administrator, Habif Arogeti & Wynne
  • Stephanie Campbell, IT Services Consultant, All Covered IT Services by Konica Minolta

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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