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Four Honored for “Bridging the Gap” at Boomer Technology Circles™ Summit


Kansas City, MO – August 15, 2018 – Three individuals and one CPA firm took home “Bridging the Gap” awards after being honored on August 14th by Boomer Consulting, Inc. during the 2018 Boomer Technology Circles™ Summit in Kansas City, Missouri. Three of the awards honor firms and individuals within the accounting profession that excel in aligning technology and firm management while the fourth award recognizes an outstanding human resources and talent leader.

Shannon Hammons

Shannon Hammons, Chief Human Resources Officer at HoganTaylor LLP, was presented with the 2018 Bridging the Gap Talent Initiative Award. Hammons went from a newly-hired Human Resources Director to Chief Human Resources Officer with HoganTaylor in just three short years.

During that time, she has implemented and championed a number of initiatives in her firm, including improving, streamlining and integrating technology systems, developing a recognition culture and aligning internal training programs with the firm’s strategic plan.

HoganTaylor LLP is one of the largest public accounting firms in the Oklahoma and Arkansas region with offices in Tulsa, Oklahoma City, Fayetteville and Little Rock. Their core services include accounting solutions, advisory, assurance, business valuation, employee benefit plans, human capital strategies, litigation support, outsourced CFO services, risk assurance, tax services and wealth management. They have more than 300 employees, including 39 partners and more than 100 Certified Public Accountants.

Wendell Wilson

Wendell Wilson, IT Consultant at Baldwin CPAs, was presented with the 2018 Bridging the Gap Technology Award.

Wilson has consistently showcased his deep understanding of technology and its strategic application within a public accounting firm. He has become a go-to resource for not only his firm but also peer firms within his circle due to his unwavering willingness to share and help others.

Baldwin CPAs offers accounting and advisory services to a wide variety of business and industries, including construction contractors, financial institutions, governmental entities, not-for-profit organizations and nursing homes. With five offices in Kentucky, their 10 partners, 29 professional staff members and nearly a dozen support staff are dedicated to finding strategies that enhance the well-being and success of their people and clients.

Chris Morrow

Chris Morrow, Chief Information Officer and Member at Warren Averett, accepted the 2018 Bridging the Gap Firm Management award. This award recognizes a firm leader who effectively communicates with IT to align firm vision with IT strategy, incorporates IT leadership in the planning of overall firm vision, and acts as a champion to provide IT the resources necessary to accelerate progress toward achieving firm goals.

There has been a lot of talk about IT earning a seat at the leadership table in the accounting profession over the last few years and Morrow not only took notes – he took action. By building relationships within the firm and gaining a deeper understanding of what it takes to make partner in his firm, he earned a promotion to partner and this year’s firm management award.

Warren Averett is one of the largest accounting firms in the Southeastern region and ranks among the top 35 firms in the United States. With 800 employees and 311 CPAs firm-wide, Warren Averett offers depth and experience in a variety of industries, including healthcare, manufacturing, financial services, alternative investments, construction, real estate, aerospace and defense, life sciences and technology, nonprofit and public sector. They have 15 locations throughout Alabama, Florida, and Georgia and affiliate offices in Houston, Texas and the Cayman Islands.

PFK O’Connor Davies

PFK O’Connor Davies was presented with the 2018 Bridging the Gap IT/Firm Management Project of the Year award, which recognizes a firm project implemented within the last 12 months that leverages technology to accelerate the achievement of the firm’s vision and goals.

An accounting firm has a lot of valuable data about both the firm and its clients. PFK O’Connor Davies identified technologies to help them turn that data into actionable information and acted on it. By hiring expertise and leveraging technology in advanced data analytics, the firm is equipped with the information they need to make smart decisions about effectively managing the firm as well as their clients’ businesses.

PFK O’Connor Davies has nine offices in four states and continues to expand through organic growth an acquisitions in the Northeast and Washington, D.C. region. It has supported this growth with a strategic combination of promoting from within coupled with tactical external hires.

“These awards showcase the individuals and firms that are leading the charge to link firm management, technology and talent,” said Sandra Wiley, President of Boomer Consulting, Inc. “To stay ahead of the curve and remain future-ready, firms must have the right leaders and players in place. It’s an honor to be able to recognize some of the brightest and most influential people in accounting.”

The winners were chosen from nominations submitted by around 100 eligible firms that are either members of the Boomer Technology Circles™ or participants in the P3 Leadership Academy.

About Boomer Consulting, Inc.

Boomer Consulting, Inc. provides consulting services to hundreds of the highest performing CPA firms. Their unique and powerful solutions target five areas critical to a firm’s success: Leadership, Talent, Technology, Process and Growth. For more information, visit www.boomer.com.

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Contact: Heather Robinson Boomer Consulting, Inc. Phone: 785-537-2358 heather.robinson@boomer.com

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