Jul 231 minE189 - A CIO's Perspective on Building Buy-InWelcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Nov 6, 20233 minBlending accounting and technology: The journey to CIO Member Spotlight: Joe Gutierrez, CIO Firm Name: Berkowitz Pollack Brant Advisors + CPAs Location: Miami, FL # of Offices: 5 # of...
Oct 10, 20231 minE151 - Measuring Success: Analyzing the Impact of Data GovernanceWelcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Jul 11, 20233 minSimplifying Your Firm's Technology Stack: A Guide to Replacing Major ApplicationsCPA firms rely heavily on technology applications to drive their business operations. But with so many applications across multiple...
Jul 11, 20233 minUnderstanding the Vital Roles and Responsibilities of a Data Privacy Officer (DPO) In our digital era, data privacy concerns have become an increasingly pressing issue for both your firm and your clients. Many countries...
Mar 21, 20234 minHow to Structure Your Data Governance Team Protecting your firm's data is one of the most crucial steps you can take to maintain client trust and ensure your firm's information is...