Oct 10, 20233 minCultivating the Advisory AccountantThe accounting profession is undergoing a major shift. With automation and artificial intelligence (AI) taking over many routine tasks,...
Dec 6, 20223 minPreparing Your Team for an Environment of Constant Change Keeping up with the pace of change is challenging for firms of all shapes and sizes. Technology and changing client demands create...
Oct 21, 20225 minRedefining Wealth I recently attended the Unstoppable conference in Scottsdale, AZ and had the opportunity to hear Patrice Washington speak on redefining...
Sep 13, 20223 minHow to Approach Business Development at a Conference This summer, I attended Connections 2022, put on by the CPA Firm Management Association. While it wasn’t my first in-person conference...
Jul 12, 20225 minGetting the Most Out of Your BTC Summit ExperienceAs we quickly approach our 2022 Boomer Technology Circles Summit, I thought it would be an awesome opportunity to highlight some of the...
Dec 8, 20204 minAttending a Virtual Conference? Don't Skip the Sponsor Booths!by Ryan Rinehart, Solutions Advisor Like most people, I've attended a lot of virtual conferences in the past eight months. I've seen the...