A community of firm and IT leaders making smarter management and technology decisions to reduce risk,
save time & money,
and improve firm strategy.
2020 Boomer Technology Circles Summit
August 2020

"One of the benefits of the Boomer Technology Circles is having a sounding board when you are trying to implement new technologies. It's really invaluable."

John Litchfield, CPA, Shareholder & COO, LBMC

1. Complete Application

In less than 5 minutes, you can submit your member application. This helps us start to determine if you'll benefit from the community.

2. We Connect

One of our Solutions Advisors and an Industry Leading Consultant will review your application and will reach out to schedule a short call to discuss your application and membership investment. 

3. Get Registered

Once it's determined you'll benefit from being a member, our Solutions Advisor will assist you in getting registered for your first meeting.

4. Our Guarantee

We know it's a commitment to join a community. If after attending your first meeting you don't believe you are a good fit, we'll refund your remaining membership fees.

“Being in the Boomer Technology Circles and networking with the right people has helped me personally & professionally as well as helped our firm perform at a higher level”
Steve Perkins, CIO,  HoganTaylor LLP

Download the Highlights from the recent Boomer Technology Circles Meeting

What makes the Boomer Technology Circles™ so different?

When it comes to CPA firms aligning their IT and firm management, many struggle due to IT leaders and firm leaders attending conferences and events separately. This results in hearing different messages at different times in different contexts. The Boomer Technology Circles™ help firms align their IT and firm strategy so they can grow more effectively.    


We know how hard it can be to align IT and firm strategy and have helped hundreds of CPAs do so. And when IT and firm leadership are aligned, your firm starts reducing risk, saving time & money and improving overall strategy for growth.


The Boomer Technology Circles™ bring together IT and firm leaders from all over the country to share knowledge, best practices and learn about the latest technologies and innovations. Each firm is encouraged to send both a firm management representative as well as an IT leader.  Firms are divided according to size giving proper context to topics, issues and strategies. Members meet three times a year and stay connected between meetings via an online community platform.


When you join the Boomer Technology Circles™, you will:


  1. Learn in a trusted, non-competitive environment that encourages sharing of lessons and best practices from real-life experiences from peers in similar positions as you in similar-sized firms.

  2. Gain confidence your firm is making the correct technology decisions while discovering which new ideas to implement and which pitfalls to avoid. You will benefit from knowing what has and hasn't worked for other firms.

  3. Have access to top experts and solution providers that are dedicated to
    helping you and your firm make smart management and technology decisions.


  4. Build trusted, lifelong, personal and professional relationships resulting in a strong network of peers to lean on throughout your career and as your firm grows and evolves.

  5. Plan for success and be held accountable as you strive to push your firm forward. 


Now more than ever, CPA firms need strong alignment between their IT strategy and overall firm strategy. If these two strategies are not aligned, your firm's growth will be restricted and less able to adapt to your clients' future needs. Join the Boomer Technology Circles™ today.


Why? Because your clients and the future of your firm need your IT and firm strategies to be aligned.  

or contact Deanna Perkins at 888-266-6375 or Email

The Details of Your Membership

Site Title

Full Membership

3 Meetings Per Year 


Includes 2 attendees

+ one additional at Summer meeting

Exclusive Online Member Community

Registration fee does not include travel & hotel accommodations

Customized memberships available

contact Deanna Perkins at 888-266-6375 or Email

CPE Information


Download the Highlights from the last

Boomer Technology Circles™ Meeting

To give you a better idea of the topics members of the Boomer Technology Circles are discussing, we've compiled the Highlights from our last meeting. In this report, you will get a glimpse of the depth and breadth of conversations members are having as they reduce risk, save time & money, and improve firm strategy.

Sandra Wiley


The Boomer

Technology Circles 


Marc Staut

Chief Innovation & Technology Officer

Amanda Wilkie


2020 Spring Meetings

BTC 1, May 12-13

BTC 4, May 12-13

BTC 2, May 13-14

BTC 5, May 13-14

2020 BTC summit

BTC 1, August 9-11

BTC 4, August 9-11

Lean Circle,  August 9-11

BTC 2, August 10-12

BTC 5, August 10-12

2020 fall meetings

BTC 1, November 10-11

BTC 2, November 12-13

BTC 4, November 10-11

BTC 5, November 12-13

Need more details?

We are here to assist. 

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