In this webinar, Jim Bourke, Gary Boomer, and Bruce Coombes share knowledge from their experiences in running highly successful accounting firms and how they've adapted their technology to work in remote and atypical business circumstances. Bourke, Boomer, and Coombes are industry heavyweights who have learned from copious experience with their firms and are willing to share the benefits of their knowledge so you can adopt and educate your clients quickly. Learn these best practices for yourself so you can then roll out for your clients.
Jim is a Partner, Member of the Board of Directors and Management Committee at WithumSmith+Brown, is Director of Firm Technology and Managing Director of Advisory Services. Jim has been a frequent speaker around the globe to many Accounting Societies and International Accounting and Trade Associations, the AICPA, CIMA, State Societies of CPAs, Industry Technology Organizations, Incubators, Accelerators and others on topics specifically related to various accounting, technology, practice management and advisory services topics.
In Jim’s role as Managing Director of Advisory Services, Jim heads-up the Firm’s SOC, cloud solutions, business advisory, BPO, cybersecurity, data analytics, info-security and transactional services initiatives for the firm.
He is Past President for the New Jersey Society of Certified Public Accountants and past Board and Council Member for the American Institute of Certified Public Accountants.
Jim has been continually named by Accounting Today as one of the Top 100 Most Influential people in the Accounting profession and has been named by The CPA Technology Advisor as a Top Thought Leader in Public Accounting Technology year after year.
CEO of Boomer Consulting, Inc., an organization that provides consulting services to leading accounting firms in the areas of Leadership and Management, Client Development, Talent Development, Technology and Compensation. Recognized in the accounting profession as the leading authority on technology and firm management. For over a decade, he has been named by Accounting Today as one of the 100 Most Influential People in Accounting. He is also a member of IPA’s 10 Most Recommended Consultants. Consults and speaks around the globe on management and technology related topics including strategic and technology planning, compensation, change management and developing a training / learning culture. He acts as a planning facilitator, provides coaching and serves on various advisory boards. Past president of the Kansas Society of CPAs, a member of the AICPA Council and the accounting advisory board at Kansas State University. He is also a member of The Advisory Board, a group of leading consultants to the accounting profession. He is the past chairman of the AICPA’s Information Technology Executive Committee and has also served on the AICPA’s Academic and Career Development Executive Committee and the ACUTE Board of Directors. The creator of and a facilitator for The Boomer Technology Circles™, a community that helps firms bridge the gap between technology and practice management and accelerate their progress through thought leadership and peer accountability. His team manages the Boomer Metrics on leading firm performance indicators. In 2009 Gary began hosting the CIO Advantage, a community that prepares technology professionals for a seat at the management table by developing their business and IT acumen. Gary also hosts the CEO Advantage, a community of Managing Partners who act as a collaborative think tank to challenge, encourage and propel each other to a higher level of success.
Bruce has spent his entire working life in the accounting profession internationally. Initially a partner in a firm ultimately acquired by Deloitte, Having worked in the UK, Malaysia, Hong Kong, Australia, and now the US, Bruce has both seen and worked through the global trends that helped and impacted the accounting profession globally. From the introduction of electronic tax return lodgement, disruptive tax system changes, BPO, and the impact of cloud solutions, Bruce brings an international perspective to the conversation. Bruce is a regular conference speaker and the CEO at QuickFee, the preferred payment portal and payment plan solution for professional service firms.