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CCH Seminars for Accountants Focus on Improving Workflow, Maximizing Profitability
(RIVERWOODS, ILL., June 7, 2007) – Industry experts including Gary Boomer will share their insights and practical advice on “ Improving Workflow to Maximize Profitability,” a three-hour seminar for accounting firms being held around the country by CCH, a Wolters Kluwer business and a leading provider of tax and accounting information, software and services (CCHGroup.com). To register for a session at any one of over 30 sites across the nation, professionals should call 1-866-458-5121, or visit CCHGroup.com/Seminars.
Participants will earn 3 CPE credits as they learn how to increase their bottom line by improving workflow in the key areas of preparing tax returns and financial statements and in billing and collections. In addition, they’ll get the latest insights on topics such as recruiting and retaining valued team members, maximizing the return on their training investments, the second wave of sourcing, how to address risk assessment standards, content management, client portals, identifying tax planning opportunities and the impact of Microsoft® Office 2007 and Windows Vista™.
“Accountants are increasingly challenged to do more, in less time, with a greater return on their investments in people and technology,” said Ray Barlow, CCH Vice President of Sales. “In these seminars, accountants have the opportunity to learn from some of the brightest minds in the business just how they can meet that challenge and improve their bottom line by making their workflows more efficient and their employees more productive.”
Industry Experts Lead Sessions
A distinguished panel of industry experts leads the seminars:
- Gary Boomer , Boomer Consulting
Gary Boomer is the CEO of Boomer Consulting, Inc., an organization that provides strategic planning and consulting services to the leading firms in the accounting industry. Boomer Consulting’s strategies provide a transformation roadmap; team building and excellence while helping professionals make more money, attract quality people and grow their business. For the past ten years, he has been named by Accounting Today as one of the 100 most influential people in accounting. He consults and speaks internationally on management and technology related topics including strategic and technology planning, compensation and developing a training/learning culture. He acts as a planning facilitator, provides coaching and serves on many advisory boards. Prior to the development of the company, Boomer was a partner at the regional CPA firm of Varney & Associates.
- Sandra Wiley, Boomer Consulting
Sandra Wiley is the Director of Marketing with the organization of Boomer Consulting, Inc. She is a certified Kolbe™ trainer and assists clients in hiring and building teams within their management and technology staff. She also assists in the facilitation of the Boomer Technology Circles™ and is a facilitator at the Annual Training Symposium™. She has been in the Strategic Coach Entrepreneurial Team Program™ for six years and is responsible for communicating new ideas to the Boomer staff. Prior to joining Boomer, she worked for over 16 years in the financial services industry in the areas of human resources, marketing/sales, training and business development. Wiley has developed and presented over 50 training programs and numerous one-day seminars in the human resources and marketing/sales areas.
- Barry MacQuarrie, KAF Consulting
Barry MacQuarrie, CPA, is the Director of Technology Solutions for KAF Consulting Group. In addition, he is the CIO for an affiliated company, XCM Solutions, which has developed outsourcing and workflow solutions for CPA firms. MacQuarrie has extensive experience working with technologies used by CPA firms including paperless office solutions, workflow applications and document management software. He is a member of the American Institute of Certified Public Accountants (AICPA) for whom he serves on the AICPA Information Technology Executive Committee. He is a member of the Massachusetts Society of Certified Public Accountants (MSCPA), and has been a speaker on the topics of the Paperless Office, Disaster Recovery Planning and CPA Firm Technologies for the AICPA, the MSCPA, CCH, a Wolters Kluwer business, JHI and various CPA associations.
- John Higgins, CPA Crossings
As a former CEO of a technology consulting and training organization, John has more than 20 years experience advising startup and established businesses. Combining his technology expertise with his in-depth understanding of how to grow an organization, Higgins works with clients to develop and implement effective IT strategies. He has authored numerous articles and is a popular speaker, always providing practical and valuable “how to” advice. A Certified Public Accountant, he is a former national practice director of mid-market IT consulting for a top ten accounting and consulting firm. The Michigan Association of CPAs honored Higgins with the Innovative User of Technology Award. The American Institute of CPAs inducted Higgins into their Business & Industry Member Hall of Fame in 2004. He is the 2004-2005 Chairman of the Board of the Michigan Association of CPAs.
- Ken McCall, MBA, MCP Boomer Consulting, Inc.
Ken McCall is a Senior Consultant at Boomer Consulting, Inc. He assists with The Performance3 Process™, helping CPA firms of all sizes with strategic planning and budgeting for their technology needs. He is a lead facilitator for The Boomer Technology Circles™ and a contributing author to the Boomer Bulletin™ and The Boomer Advantage Guides™. He has worked extensively in the area of training management for CPA firms and has been a featured speaker on several nationally broadcast web events on the paperless office. Prior to joining Boomer Consulting in 1996, McCall served as Firm Administrator at Varney & Associates. He is a Microsoft Certified Professional and a Certified Document Imaging Architect (CDIA+).
- David Bergstein, CPA, CCH, a Wolters Kluwer business
David Bergstein is the Business Development Manager for CCH Consumer Products. He focuses on providing CPAs and corporations with tools to generate new revenue streams through self-service applications on the Internet. Prior to working for CCH, Bergstein was Vice President of Sales and Marketing at Acctrak21. He is well known as a speaker and trainer in the area of using new technology to improve efficiencies in tax, accounting, practice management and general operations. He is an active member of the FICPA and serves on three of its committees, including the Business Technology committee.
Seminar Sites and Registration
Seminars will be held on selected dates in June and July, 2007, in Little Rock, Ark.; Phoenix, Ariz.; Beverly Hills, Calif.; Irvine, Calif.; San Francisco, Calif.; Denver, Colo.; Hartford, Conn.; Tampa, Fla.; Atlanta, Ga.; Honolulu, Hawaii; Northbrook, Ill.; Indianapolis, Ind.; Overland Park, Kan.; Needham, Mass.; Bethesda, Md.; Southfield, Mich.; St. Louis, Mo.; Minneapolis, Minn.; Charlotte, N.C.; West Orange, N.J.; Albuquerque, N.M.; New York, N.Y.; Rochester, N.Y.; Cincinnati, Ohio; Portland, Ore.; King of Prussia, Pa.; Pittsburgh, Pa.; Nashville, Tenn.; Dallas, Texas; San Antonio, Texas; Houston, Texas; Seattle, Wash.
For a detailed roster of seminar dates and venues, visit CCHGroup.com/Seminars. To register, visit CCHGroup.com/Seminars or call 1-866-458-5121.
The registration fee is $49.95 and includes a continental breakfast and the opportunity to e arn up to 3 CPE credits at the 3-hour seminar. Included with registration is a free 128-MB USB device .
About CCH, a Wolters Kluwer business
CCH, a Wolters Kluwer business (CCHGroup.com) is a leading provider of tax, audit and accounting information, software and services. It has served tax, accounting and business professionals and their clients since 1913. Among its market-leading products are The ProSystem fx® Office, CCH® Tax Research NetWork™, Accounting Research Manager® and the U.S. Master Tax Guide®. CCH is based in Riverwoods, Ill.
Wolters Kluwer is a leading global information services and publishing company. The company provides products and services for professionals in the health, tax, accounting, corporate, financial services, legal and regulatory, and education sectors. Wolters Kluwer has annual revenues (2006) of €3.7 billion, employs approximately 19,900 people worldwide and maintains operations across Europe, North America, and Asia Pacific. Wolters Kluwer is headquartered in Amsterdam, the Netherlands. Its shares are quoted on the Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. For more information, visit www.wolterskluwer.com.
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