Content Provider
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Free cpe webinars
Technology Adoption: Profit Making Decisions and Costly Mistakes


Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Information Technology
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

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.

Learning Objectives:

  • Understand technology and cloud adoption practices in light of COVID-19 and learn how to bridge the technology gap.

  • Understand business Intelligence for your Firm. Move from answering questions to asking them.

  • Explore the utilization of Office 365, Power BI and other technologies.

Withum logo

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.


Gary Boomer, CPA

Boomer Consulting, Inc.
Chief Executive Officer
(785) 537-2358 ext. 112


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 Coombes

Chief Executive Officer
(310) 584-1173


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.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides

NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

QuickFee provides Professional Services Firms an online payment solution that allows their clients 3 easy ways to pay their invoice. QuickFee ensures your invoices are immediately paid in full, while your clients enjoy the flexibility of paying the way they want. Ask us how we can enhance the client payment experience while eliminating the firm's accounts receivable.