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Boomer Technology Circle™ #5 & #7

November 3-4, 2014

Meeting room: Liberty (Ballroom level)

Westin Crown Center Hotel, Kansas City, MO

Monday, November 3, 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

Tuesday, November 4, 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: Innovative Apps

 Learn about innovative apps your peers are using for productivity, processes and presentations in both their personal and business lives. In this session, Justin will facilitatea group discussion guided by the results from a pre-meeting survey.
  • Justin Drakes, Information Systems Administrator, McGill Power Bell and Associates

9:50 - 10:10


10:10 - 11:00

New Technologies – Present and Future

 Join the discussion about ways that CPAs can use newer technologies to be more effective intheir practice. The topics will include alternate forms of capturing payments, using social media to generate revenue and methods of capturing potential client/vendor/peer contactinformation.
  • Chris Gleason, Director of Information Technology, Balestra Harr & Scherer
  • Andy Roth, Director of Information Services, Detweiler Hershey & Associates
  • Jerry Elliott, Manager of Technology, T.E. Lott & Company

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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