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Jul 23, 20241 min read
E189 - A CIO's Perspective on Building Buy-In
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
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Nov 6, 20233 min read
Blending 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...
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Oct 10, 20231 min read
E151 - Measuring Success: Analyzing the Impact of Data Governance
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
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Jul 11, 20233 min read
Simplifying Your Firm's Technology Stack: A Guide to Replacing Major Applications
CPA firms rely heavily on technology applications to drive their business operations. But with so many applications across multiple...
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Jul 11, 20233 min read
Understanding 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...
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Mar 21, 20234 min read
How 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...
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