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E183 - Boomer Circle Summit
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...
Jun 4, 20241 min read


Cultivating the Advisory Accountant
The accounting profession is undergoing a major shift. With automation and artificial intelligence (AI) taking over many routine tasks,...
Oct 10, 20233 min read


Preparing 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...
Dec 6, 20223 min read


Redefining Wealth
I recently attended the Unstoppable conference in Scottsdale, AZ and had the opportunity to hear Patrice Washington speak on redefining...
Oct 21, 20225 min read


How 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...
Sep 13, 20223 min read


Getting the Most Out of Your BTC Summit Experience
As we quickly approach our 2022 Boomer Technology Circles Summit, I thought it would be an awesome opportunity to highlight some of the best ways to get the most out of your time in Kansas City! Get to know your agenda and attend all sessions Our agendas for the upcoming BTC Summit meeting are dependent on what Circle you are attending. To accommodate us at the Loews, half of the participants will have their individual day on Monday with the General Sessions on Tuesday, and
Jul 12, 20225 min read


Attending 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...
Dec 8, 20204 min read
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