A community of Managing Partners helping one another improve leadership skills,
firm performance,
and plan for the future.
 

"A community where you share ideas and hear concepts from different perspectives helps you understand if you are moving in the right direction."

Dennis Sherrin, Managing Shareholder, Hartmann Blackmon & Kilgore

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.

“Our group of firms are from all over the country - different markets, different services, attract different clients - but 80% of our problems are the same."
Jeff Harr, Managing Partner , BHM CPA Group
 

Download the Highlights from the recent Boomer Managing Partner Circle Meeting

What makes the Boomer
Managing Partner Circle™ so different?

When it comes to being a Managing Partner in a CPA firm, we know it can be lonely at the top. The Boomer Managing Partner Circle™ provides you a peer group of Managing Partners to help keep your leadership skills sharp, improve firm performance and plan for future success.

 

Leading a successful and growing CPA firm is hard, even with a strong partner group. When you have a peer group of other Managing Partners, you learn what did and didn't work for other firms and gain confidence that you are leading your firm in the right direction. Having confidence will allow you to make smarter, and quicker, decisions.

 

The Boomer Managing Partner Circle™ brings together Managing Partners from around the country to share knowledge, best practices and propel each other to a higher level of success. Members meet two times a year and stay connected between meetings via an online community platform.  

 

When you join the Boomer Managing Partner Circle™, you will: 

  1. Learn in a trusted, non-competitive environment that encourages sharing of lessons and best practices from real-life experiences from managing partners at some of the profession’s top firms. 
     

  2. Improve personal leadership and management skills 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 consultants that are dedicated to helping you and your firm make smart management decisions. While hearing the most up to date and future focused initiatives.
     

  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 your strive to push your firm forward.   

 

Now more than ever, managing partners need to tap into the power of a peer community to shape their firms for the future. Without that, it’s hard to know when you are on the right track. Join the Boomer Managing Partner Circle™ today.

 

Why? Because your clients and the future of your firm need your leadership.  

 
The Details of Your Membership

Site Title

Your Full Membership

2 Meetings Per Year 

 

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 Managing Partner Circle™ Meeting

To give you a better idea of the topics members of the Boomer Managing Partner Circle™ 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 help one another improve leadership skills, firm performance, and plan for the future.

 

Sandra Wiley

President

The Boomer Managing Partner Circle 

Facilitators

Marc Staut

Chief Innovation & Technology Officer

Need more details?

We are here to assist. 

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