• Heather Robinson, Marketing Manager

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


Kansas City, MO – August 14, 2019 – Three individuals and one CPA firm took home “Bridging the Gap” awards after being honored on August 13th by Boomer Consulting, Inc. during the 2019 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

Tracy White

(https://clarknuber.com/people/tracy-white/)

(https://www.linkedin.com/in/tlwhite/)

Tracy White, Chief Human Resources Officer at Clark Number PS, was presented with the 2019 Bridging the Gap Talent Initiative Award. White created the Performance Manager Guide, which includes the new coaching relationships and implementation of Quantum Performance Software.

White has implemented and championed several initiatives in her firm, including streamlining the HR intranet, developing the stay interview process and shareholder retirement and succession. She is also a founding member and a natural leader within the Boomer Talent Circle (https://www.boomer.com/tc).

Clark Nuber (https://clarknuber.com/) serves privately held and family businesses, angel and venture-backed companies, public companies, foundations, not-for-profit and public sector organizations, and high net worth individuals and their families. Their services include financial statement audits; internal audit support; risk management; internal control systems; indirect cost rate consulting; merger and acquisition services; federal, state and international tax planning and compliance; CFO/Controller/accounting services, and specialty audits including employee benefit plans and governmental grants.

Brad Place

(https://www.lbmc.com/team/brad-place/)

(https://www.linkedin.com/in/bradplace/)

Brad Place, Chief Information Officer at LBMC, was presented with the 2019 Bridging the Gap Technology Award.

Place worked his way from an outsider in the accounting profession to a trusted peer who knows how to support a dynamic, growing CPA firm. He led the initiative for the LBMC IT team to provide 5-Star Customer Service and built a strong relationship between IT and the rest of the firm.

LBMC (https://www.lbmc.com/) is a Top 50 firm in the country and the largest professional service solutions provider based in Tennessee, serving approximately 10,000 clients with diverse needs across a spectrum of industries. LBMC and the LBMC Family of Companies have more than 600 employees, with offices in Chattanooga, Nashville (Brentwood) and Knoxville, Tennessee. Founded in 1984 as a traditional accounting firm, today LBMC has become industry leaders in financial, human resources, technology, information security, and wealth advisory services.

Greg Davis

(https://www.kcoe.com/people/greg-davis/)

(https://www.linkedin.com/in/gregdavis2/)

Greg Davis, Principal and Operations Leader at K·Coe Isom, accepted the 2019 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.

Davis has progressed in his firm from a technology leadership role to a Principal, leading overall operations for the firm. He also played the interim-CEO roll while Jeff Wald, K·Coe Isom’s current CEO, was on sabbatical. He is a trusted, experienced leader both within his firm and by his peers in the CIO Circle (https://www.boomer.com/cio) and the Boomer Technology Circles.

K·Coe Isom (https://www.kcoe.com/) is a top 100 accounting firm and the nation’s leading food and agriculture consulting firm. With roots dating back to 1932, the firm has expanded upon traditional accounting services to deliver increased value and growth for clients through comprehensive policy-to-plate strategies, and specialized advisory in the areas of sustainability, federal affairs, land conservation, wealth management, succession planning and talent strategy – to name a few. K·Coe Isom provides insight and solutions for the food and ag, biofuels, manufacturing, construction and banking industries. The firm serves domestic and international clientele from coast-to-coast office locations.

Jagruti Solanki

(https://www.aprio.com/people/jagruti-solanki/)

(https://www.linkedin.com/in/jagruti-solanki-11825810)

Jagruti Solanki of Aprio accepted the 2019 Bridging the Gap IT & Firm Management Project of the Year award, which is presented to a firm that has developed a project that leverages technology to accelerate the achievement of the firm’s vision and goals.

Accounting firms have a lot of valuable data – about both the firm and its clients. Technologies exist that can help turn that data into actionable information.

Solanki has consistently showcased her deep understanding of technology and is a pioneer in Blockchain accounting. She holds the professional designation of both CPA and CGMA. She is an assurance partner at Aprio, which was a founding firm of the Boomer Technology Circles

Aprio (https://www.aprio.com/) is a premier full-service, CPA-led business advisory firm based in Atlanta, Georgia, that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, cloud accounting solutions and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including manufacturing and distribution, non-profit and education, professional services, real estate and constructions, retail, franchise and hospitality, technology and biosciences. To serve clients wherever life or business may take them, Aprio’s teams speak more than 25 languages and work with clients in over 40 countries.

“These awards showcase the profession’s leaders who have the foresight to link firm management, technology and talent,” said Sandra Wiley, President of Boomer Consulting, Inc. “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

#BTC #BTCSummit #BoomerTechnologyCircles #Summit2019

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