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The Engaged Employee - The Technology Connection - Episode 8

Posted By Heather Robinson, Thursday, July 7, 2016

 Part 8 of 10. Sandra Wiley's podcast on The Engaged Employee –  The Technology Connection

 

10 Initiatives for Employee Engagement

"We need and want our emerging leaders to make the choice to stay with the firm.  The key’s to making that choice are in retention and motivation.  Employee retention is creating strategies to keep the best and the brightest.  It is the ability to connect the firm needs with the passion of the individual. "

~Sandra Willey

Initiative #8 – The Technology Connection –  The technology connection when it comes to engaging employees.

  • Engage, keep, retain your talented employees.
  • Technology as it effects the connection to people within your firm

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Shifting The Paradigm - a TSheets Whitepaper

Posted By Heather Robinson, Monday, June 20, 2016

Shifting The Paradigm

What Successful CPAs Are Doing Differently in the New World of Accounting

 

 

"There's little debate that the accounting world has changed dramatically through emerging technology. However, while the availability of apps that automate tedious workflows and connect accountants to clients in new ways seems to be a tide that raises all ships, the gap between high- and low-performing CPA firms is wider than ever, begging the question: What are successful CPAs doing differently in today's fast-paced, brave new world?

Is using a specific set of apps the earmark of today's successful CPA firm? Is it a minute-or-less client response time on Facebook or Twitter? Is it investing in an intuitive, functional client portal? Is it adding new revenue streams to compete and maintain relevance?

The answer, surprisingly, is all of these things—and none.

Adopting the newest app or growing your fan-base on social media isn't the linchpin that will transform your business. However, emerging technology does present a unique opportunity for accountants to undergo a true paradigm shift that will mean the difference between mediocrity and success in the new world of accounting.

So, what are successful CPAs doing differently?

1. Taking a Client-Centric Approach

2. Embracing Technology

3. Specializing and Partnering

 

Read the Complete TSheets Whitepaper HERE

Tags:  CPAs  Information Technology  TSheets  whitepaper 

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The Engaged Employee - Dealing with Difficult People - Episode 6

Posted By Heather Robinson, Thursday, June 16, 2016

 Part 6 of 10. Sandra Wiley's pod cast on The Engaged Employee –  Dealing with Difficult People


10 Initiatives for Employee Engagement

"We need and want our emerging leaders to make the choice to stay with the firm.  The key’s to making that choice are in retention and motivation.  Employee retention is creating strategies to keep the best and the brightest.  It is the ability to connect the firm needs with the passion of the individual. "

~Sandra Willey

Initiative #6 – Dealing with Difficult People –  How to engage employees, through dealing with difficult people. If we do not take care of dealing with those difficult people around us, the engage people will become disengaged.

  • Deal with the Actively Disengaged
  • Improve the Non-engaged
  • Keep Engaged People Engaged
  • Difficult Conversations Guide – Tackle difficult conversations with this how-to guidance.

 

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The Engaged Employee - Culture of Community - Episode 5

Posted By Heather Robinson, Marketing Manager, Thursday, June 2, 2016

Part 5 of 10. Sandra Wiley's pod cast on The Engaged Employee –  Culture of Community

 

10 Initiatives for Employee Engagement

"We need and want our emerging leaders to make the choice to stay with the firm.  The key’s to making that choice are in retention and motivation.  Employee retention is creating strategies to keep the best and the brightest.  It is the ability to connect the firm needs with the passion of the individual. "

~Sandra Willey

Initiative #5 – Culture of Community –  as we engage employees in our firm. Engage employees - Pull them into our fold - Make them feel like they are connected with everything about the firm.

·       Community Service Questions – Use these sample questions to identify the right-fit organization for the firm to engage with.

·       Community Service Tips – Explore these ideas to get started in community involvement.

Tags:  community  culture  Sandra Wiley  the engaged employee 

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The Engaged Employee - Embrace Remote Work Arrangements - Episode 4

Posted By Heather Robinson, Marketing Manager, Thursday, May 26, 2016

Part 4 of 10. Sandra Wiley's pod cast on The Engaged Employee – Embrace Remote Work Arrangements

10 Initiatives for Employee Engagement

"We need and want our emerging leaders to make the choice to stay with the firm.  The key’s to making that choice are in retention and motivation.  Employee retention is creating strategies to keep the best and the brightest.  It is the ability to connect the firm needs with the passion of the individual. "

~Sandra Willey


Initiative #4 – Embrace Remote Work Arrangements – to help in engaging employees.

     ·  Flexibility Toolkit –Embrace work arrangements that meet the changing needs of employees.  Customize the policy template to fit your firm’s needs.

     ·  Remote Team Building & Culture – Create a remote employee culture that is destined for success.

     ·  Essential Habits for Working Remotely – Give remote employees essential tips for working remotely under a flexible work arrangement.

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The Engaged Employee - Standardize for Engagement - Episode 3

Posted By Heather Robinson, Marketing Manager, Wednesday, May 18, 2016

Part 3 of 10. Sandra Wiley's pod cast on The Engaged Employee – Standardize for Engagement

 

10 Initiatives for Employee Engagement

"We need and want our emerging leaders to make the choice to stay with the firm.  The key’s to making that choice are in retention and motivation.  Employee retention is creating strategies to keep the best and the brightest.  It is the ability to connect the firm needs with the passion of the individual."

~Sandra Willey


Initiative #3 – Standardize for Engagement – process and procedures.

·  Process Effect Form – Craft a concrete plan for process improvement.

Tags:  Sandra Wiley  The Engaged Employee 

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The Engaged Employee - Get Employees Involved - Episode 2

Posted By Administration, Tuesday, May 10, 2016
Updated: Monday, May 9, 2016

Part 2 of 10. Sandra Wiley's pod cast on The Engaged Employee – Get Employees Involved

 

10 Initiatives for Employee Engagement

"We need and want our emerging leaders to make the choice to stay with the firm.  The key’s to making that choice are in retention and motivation.  Employee retention is creating strategies to keep the best and the brightest.  It is the ability to connect the firm needs with the passion of the individual. "

~Sandra Willey

Initiative #2 - Engagement – Getting employees involved, a big part of how to engage the team you have surrounding you.

·         Firm Competency Model (Career Ladder) – Provide a career progression path for employees that show what competencies are needed to advance.

·         Balanced Scorecard Tool - Translate strategy into action by driving the firm’s strategic initiatives down to team member’s individual goals and objectives.

·         Staff Development & Culture Firm inMotion Tools – Craft career development plans that focus on individual strengths and needs and are supported by mentoring and coaching.

·         SMART Goal Planning Grid – Identify goals that are measurable and action oriented.

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Link to Webinar: Using Advanced Technology to Improve Client Risk Management

Posted By Heather Robinson, Friday, May 6, 2016
Using Advanced Technology to Improve Client Risk Management

Presenters: Jim Boomer, Norm Mullock & Derek Huey

The risk associated with getting business acceptance right has never been higher. Firms must manage conflicts/independence risk incredibly tightly or face financial sanctions, reputational damage and lost clients. Assessing risk (client, industry, engagement, etc.) and managing KYC/AML requirements are key subsequent steps to ensure the firm's clients are successful. Capturing all of the client commitments efficiently in the right engagement letter closes the loop on tracking the firm's commitments correctly. Intapp Open is the platform firms are choosing to modernize their approach to manage conflicts and independence, confidentiality requirements and business acceptance and continuance. During this session, Intapp will present an overview of Intapp Open.

 

CLICK TO WEBINAR

 

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The Engaged Employee - Seeing the Big Picture - Episode 1

Posted By Heather Robinson, Wednesday, May 4, 2016
Updated: Wednesday, May 4, 2016

  Part 1 of 10. Sandra Wiley's pod cast on The Engaged Employee - Seeing the Big Picture (Episode 1)

 

10 Initiatives for Employee Engagement

"We need and want our emerging leaders to make the choice to stay with the firm.  The key’s to making that choice are in retention and motivation.  Employee retention is creating strategies to keep the best and the brightest.  It is the ability to connect the firm needs with the passion of the individual. "

~Sandra Willey

Initiative #1 - Seeing the Big Picture and how that affects engagement in employees in your organization.  

Introduction

·         HR Policy Evaluation Tool -  Improve policies to be a more engaging place to work.

·         Engagement Scorecard - Understand the team’s overall perception of the firm’s engagement.

·         Creating a One Page Strategic Plan - Give team members the opportunity to contribute to the firm’s future direction.

·         Moving To Greater Transparency PowerPoint Template - Showcase the entrepreneurial aspects of running the firm.  

Tags:  Sandra Wiley 

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Boomer Consulting, Inc., Announces New Executive Leadership Positions

Posted By Heather Robinson, Marketing Manager, Wednesday, April 27, 2016

 

 

 

FOR IMMEDIATE RELEASE 

 

Boomer Consulting, Inc., Announces New Executive Leadership Positions

MANHATTAN, Kan., (April 27, 2016) – Boomer Consulting, Inc., announced today new positions for its Executive Leadership Team.  The new roles represent the next step in a long-term succession plan underway for the last seven years.

Jim Boomer will succeed L. Gary Boomer as Chief Executive Officer, and will lead the team with newly appointed President, Sandra Wiley.  Rounding out the Executive Leadership Team are Dustin Hostetler as Chief Innovation Officer, and L. Gary Boomer as Visionary & Strategist.

“This shift in leadership represents the roles each of our leaders have played over the last several years and will allow Boomer Consulting to better focus on strategic growth,” said L. Gary Boomer, founder and former CEO of the company.

Jim Boomer previously served as Boomer Consulting, Inc.’s Chief Information Officer and Senior Consultant. Jim is ranked by Accounting Today as one of the 100 Most Influential People in Accounting and has been named to The CPA Practice Advisor’s "Forty Under Forty” and "Top 25 Thought Leaders” lists multiple times.

“I am excited and honored to lead Boomer Consulting as the new CEO,” said Jim Boomer. “Together with Gary, we have built a strong and devoted team.  We are well positioned for continued growth and ongoing dedication to the profession. We are grateful for Gary’s long-sighted leadership, and he will continue to be an invaluable resource as our Visionary & Strategist.”

Sandra Wiley previously served as Chief Operating Officer and Senior Consultant. Sandra is ranked by Accounting Today as one of the 100 Most Influential People in Accounting as a result of her prominent role as an industry expert on HR and training and management and strategic planning consultant.  She has also been named to The CPA Practice Advisor’s “25 Most Powerful Women” and “Top 25 Thought Leaders” lists multiple times.

“We have collaboratively built our company with strong leadership, a superior team of professionals and a client base that is future focused,” said Sandra Wiley. “This is a time in our company’s history that I am beyond excited as we move forward.” 

Dustin Hostetler previously served as a Shareholder and Senior Consultant for Boomer Consulting, Inc.  Dustin is the pioneer in applying the Lean Six Sigma concepts to public accounting firms. As a Lean Six Sigma Master Black Belt with extensive experience working inside a large regional CPA firm, he has taken proven Lean techniques and tailored them to bring ground-breaking value to public accounting firms.

“I have the privilege of working with a great team here at Boomer Consulting,” said Dustin Hostetler. “We have a strong history of innovation and I’m looking forward to leading the innovation charge into our next phase of growth as a company. It’s a pleasure to work with the best firms in the country, and to see our strategies translate to amazing results for our clients.”

L. Gary Boomer is the founder of Boomer Consulting, Inc., and previously served as Chief Executive Officer and Senior Consultant. Gary is recognized in the accounting profession as the leading authority on technology and firm management. For more than 15 years, he has been named by Accounting Today as one of the 100 Most Influential People in Accounting.

“As Visionary & Strategist, I look forward to remaining actively engaged with Boomer Consulting, our partners, and clients, and transforming our profession forward,” said L. Gary Boomer.

 

About Boomer Consulting, Inc. 

Founded in 1996, Boomer Consulting, Inc. provides consulting services to hundreds of the highest performing CPA firms. Its unique and powerful solutions target five areas critical to a firm's success: Leadership, Talent, Growth, Technology and Processes. For more information, visit www.boomer.com. 

 

 

Contact: 
Heather Robinson, Boomer Consulting, Inc. 
heather.robinson@boomer.com / P: 785-537-2358 

 

 

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Tags:  Dustin Hostetler  Jim Boomer  L. Gary Boomer  Sandra Wiley 

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