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Keynote Presentation

 

Change Leadership

 

As firms transition to delivering more advisory and consultative services, the focus on client experience is more important than ever. With the opportunity to offer additional services across different service lines, creating an integrated, relevant experience must be a top priority.

In order to truly deliver value, it is essential to understand the experience that your clients have with your firm throughout their entire client journey from awareness of the need for services to becoming a loyal client. In this session, you will learn:

  • Differences between client service and client experience

  • The vision for client experience within the profession 

  • A roadmap for improving the client experience within your firm

  • How Partners and Technology Leaders can work together to focus on client experience

 

2021 Boomer Technology Circles Summit
August 8 - 11, 2021

Change Leadership Speakers

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Arianna Campbell
Shareholder, Consultant
Boomer Consulting, Inc. 

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As a Shareholder and Consultant for Boomer Consulting, Inc., Arianna Campbell helps accounting firms challenge the status quo by leading process improvement initiatives that result in increased profitability and client satisfaction. She also facilitates the development and cultivation of future firm leaders in The P3 Leadership Academy™ Academy. Internally, she blends concepts from Lean Six Sigma and leadership development to drive innovation and continuous improvement within the company.

 

Arianna also enjoys the opportunity to share knowledge through regular contributions to the Boomer Bulletin and other industry-wide publications, as well as public speaking at industry conferences.

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Jon Hubbard
Shareholder, Consultant

Boomer Consulting, Inc. 

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Jon Hubbard, Shareholder and Consultant at Boomer Consulting helps accounting firm leaders find success in the areas of leadership, talent and growth. Jon is a facilitator for the Boomer P3 Leadership Academy, Boomer Talent Circle, Boomer Marketing & BD Circle, and the Boomer NextGen Leader Circle. He also guides firms to grow and be more effective in the areas of client service, marketing and business development.   

 

Jon speaks at various industry conferences, user conferences, state societies, and associations. He is a Storybrand Certified Guide and Certified Kolbe Consultant.