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Why You Should Attend the Boomer Circle Summit

The landscape of the accounting profession is changing. Firms are transforming their business models, and to do this, firm leaders need to be aligned and focus on five areas crucial to the firm’s future: process, technology, talent, leadership and growth. 

Boomer Consulting's first-ever Boomer Circle Summit promises to address these challenges head-on. Designed to build on the collaborative energy of our existing peer community meetings, this conference will redefine the way firms approach alignment and strategic growth. 


Why attend the Boomer Circle Summit? 

We know there are many conferences in the accounting profession, and all offer excellent value. But here’s why we believe you need to add the Boomer Circle Summit to your calendar. 

Unmatched networking opportunities 

At the heart of all of our Circle communities is connection. 

Our Circle members have been asking for meetings with other Circle communities for years, including Technology, Talent, Marketing and Business Development. Co-locating those meetings presented logistical challenges, but the Boomer Circle Summit will bring all our communities together for unprecedented networking opportunities. 

The event will be structured to foster deep connections through peer groups, dedicated networking blocks, and collaborative sessions. Networking at this scale is extremely valuable as it allows firm leaders to share insights, tackle common challenges, and forge relationships beyond the conference. 


Comprehensive learning tracks 

The Summit will offer focused learning tracks designed to tackle the most pressing issues facing firms today.  

As with all our Circle meetings, the sessions at the Summit aren’t just about passive learning. They’re structured to facilitate active planning and strategy development.  

Participants will engage in deep-dive content blocks led by speakers renowned in their fields, ensuring that every session delivers practical, actionable strategies. 


Strategic collaboration 

The Boomer Circle Summit offers a unique format where technology, management, talent, process and marketing leaders from the same firm can come together to plan and strategize. 

These collective brainstorming sessions are crucial for setting a unified direction for your firm’s future. Instead of attending different conferences and hearing different messages, your firm's leaders will hear the same messages and be able to uncross wires in real-time, allowing for a more cohesive and aligned strategic approach. 


Leveraging diversity and expertise 

As firms grow and diversify their services, leveraging each individual’s unique talents and expertise becomes more vital.  

The Summit provides a platform for leaders from various functions to share their knowledge and perspectives, enriching the firm’s collective intelligence. This convergence of different roles and leadership functions is where significant transformation happens. With diverse experience and knowledge, you’ll benefit from more innovative solutions and greater agility when navigating challenges. 


Exponential value increase 

The value of attending the Boomer Circle Summit increases when more leaders from your firm attend. 

Of course, you’ll still find value in having one or a handful of leaders in attendance. However, with more leaders exposed to the same strategic messages and engaging in planning, your firm can accelerate its alignment and transformation.  

Collective participation ensures your strategic decisions are more rounded and inclusive, preventing siloed planning and disjointed implementation efforts. 


The Boomer Circle Summit isn’t just another community meeting or conference; it is an essential experience for leaders who are serious about steering their firms toward growth and alignment in an era of rapid change.  

When your firm attends the Boomer Circle Summit, leaders will gain insight into the profession’s challenges and opportunities and actively contribute to shaping the future of the profession and your firm. With an enriching agenda of networking, learning and collaborative strategy sessions, it’s an invaluable opportunity for anyone committed to excellence and innovation. 


Attending the Boomer Circle Summit is more than an investment in professional development—it’s a strategic move to ensure your firm remains at the forefront of the profession. 



Register now to take advantage of this unique opportunity, transform your firm and ensure you’re well-positioned for success in the future. 


Jim Boomer, CEO of Boomer Consulting, Inc., is an expert on managing technology within an accounting firm. He serves as the director of the Boomer Technology Circles, The Advisor Circle and the CIO Circle. He also acts as a strategic planning and technology consultant and firm adviser to CPA firms across the country. Accounting Today called him a “thought leader who can help accountants create next-generation firms.” Jim is a prolific writer with a monthly column in The CPA Practice Advisor and has been published in a number of industry publications including Accounting Today, Accounting Web, the International Group of Accounting Firms and several state society publications.


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