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L. Gary
Boomer
Gary is recognized in the accounting profession as the leading authority on technology and firm management. 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 around the globe 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. He serves on the Kansas Society of CPAs and on the accounting advisory board at Kansas State University. He is 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 a former member of the AICPA Council. He has also served on the AICPA’s Academic and Career Development Executive Committee and the ACUTE Board of Directors. Gary is the creator of and a facilitator for The Boomer Technology Circles™. Each circle is comprised of approximately 20 firms from unique geographic areas. The Circles meet three times per year and are connected through a private extranet. These circles help the best firms get better! He is the author of, Performance3™ and a contributor to The Boomer Advantage Guides on:
Strategic Planning Gary is the author of “Boomer’s Blueprint”, a regular column in Accounting Today and publishes the Boomer Bulletin™, a technology newsletter with worldwide circulation. In addition to accounting firm and small business consulting, he has consulted with IBM, Microsoft, Intuit, CCH, and Thomson on the design and marketing of accounting related software. Mr. Boomer received his BS and MS degrees in accounting from Kansas State University. He and his wife Mary have three children, Jeff, Jim and Katie.
David Cieslak, CPA, CITP, GSEC
Allen Goldberg
Audiences from young to old find his presentations fun and informative. A title sampling of Allen's web casts are “Internet Security,”, “Small Business Accounting 2006”, “Protecting your Priceless Data”, “How to Protect Yourself in Our Digital World, and “Small Business Essentials…what you need to succeed.” His software experience spans more than 400 titles, with his certifications ranging from A+ and MOUS to Networking, the Adobe Creative Suite and Macromedia. Allen also has extensive teaching experience with animation and 3D modeling applications like Pixar RenderMan, Rhinoceros and Alias Maya. He is currently working on furthering his certifications with MCP and MBSC training courses. Allen received his undergraduate degree at Washington University in St. Louis, MO. His Master’s degrees, [earned on-line] are in Internet Technology, International Business Consultant and Leader and Computer Animation and 3D Modeling. Allen is also a Microsoft Small Business Specialist. Ed
Kless
Prior to joining Sage Software, Ed worked with Tipping Point Advisors, an organization dedicated to the growth and development of software implementation partners. Before that, he co-founded Third Wave Business Systems, a Microsoft Dynamics Partner, in 1996, which grew to 20 team members and 5 million in revenue. At Third Wave, Ed developed the implementation methodology and managed the front and back office consulting teams. Ed is a Senior Fellow of the VeraSage Institute, a frequent contributor to industry publications and has spoken at many conferences worldwide.
Gregory L. LaFollette, CPA, CITP
Greg served as Vice President of Product Strategy at Thomson Creative Solutions until 2004. Prior to joining CSI in 1999, Greg was the Tax & Technology partner at LaFollette, Jansa, Brandt & Co., LLP, in Sioux Falls, SD. The firm, which he founded in 1980, is the largest local firm in the trade area. Greg completed his professional training at Augustana College and is a graduate of and staff lecturer at the AICPA/University of Illinois National Tax Education Program. He Chairs the AICPA's prestigious CITP Credential Committee and serves on the TECH+ Planning Committee and the Top Techs Task Force. Greg is a national speaker for CPA societies, state bar associations, industry groups, and computer user groups; has published numerous articles on financial services and computer systems management. Greg and his wife, Kaye, have one grown daughter and reside in Sioux Falls, SD.
Jack LaRue
Jack has more than 25 years of sales and marketing experience. He joined Creative Solutions in 1993 when he was charged with building the awareness of Creative Solutions from a small, regional software company to a national leader. He served as Vice President of Marketing for 13 years, leading all of Creative Solutions’ marketing strategies and brand development. Jack was appointed Senior Vice President, CS Professional Suite in January, 2006. Prior to joining Thomson and Creative Solutions, Jack headed the business-to-business marketing efforts of Florists’ Transworld Delivery (FTD). Jack has a B.A. from Eastern Michigan University and an M.B.A. from the University of Michigan.
Mark Ryburn, CPA, CITP, CCH
Mark holds two bachelor’s degrees in Accounting and Computer Information Systems as well as professional accreditations as a Certified Public Accountant, Certified Information Technology Professional and Certified Digital Imaging Architect. Dana ‘Rick’
Richardson, CPA, CITP
Adrian Stern
Adrian is the recipient of the 1991 Instructor Excellence Award from the California CPA Education Foundation. He is the author and instructor of the California CPA Education Foundation's courses "How to Buy and Sell CPA Practices" and "Excel for CPA's." He is also the author and editor for the Harcourt Brace book, "CPA's Complete Billing and Collection Handbook" and an editor of the "Managing and Accounting Practice Guide" published by the AICPA. Adrian has lectured all across the United States speaking on various topics to over 10,000 fellow CPA's in 20 states. Adrian is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. He is a past member of the Board of Trustees for the California CPA Education Foundation. Adrian has also served on many committees and task forces for the California Society of Certified Public Accountants and the Education Foundation. Adrian is currently the treasurer of Partners in Care Foundation as well as chairman of the audit committee. He is a past member of the executive committee and former treasurer for Temple Adat Elohim. Adrian is an active wine collector and is always looking for the next great find. He is married with three daughters.
Jill Ward
Ward joined Intuit in 2001 as the vice president and general manager of QuickBase. She’s also led Intuit’s vertical solutions businesses. Her most recent position was as vice president of Accountant Central where she was responsible for deepening relationships with small businesses and accountants that use QuickBooks. Ward joined Intuit from a $100 million customer relationship management outsourcing business where she served as president. She holds a BA from Wellesley College and an MBA from the Amos Tuck School at Dartmouth.
Joe Woodard
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Flagg Management, Inc - 353 Lexington Ave, New York, NY 10016 - Tel. (212) 286-0333 Fax (212) 286-0086 - flaggmgmt@msn.com |
L.
Gary Boomer is CEO of Boomer Consulting, Inc., an organization
that provides planning and consulting services to leading firms
in the accounting industry. Boomer strategies chart a
transformation roadmap that results in increased revenue,
goal-oriented personnel and business growth. Gary was previously
a partner at the regional CPA firm of Varney & Associates.
Bio
to come.
Allen
Goldberg joined the Microsoft team in 2005 as an “edutainer” who
specializes in making the complex simple. After 20 + years as a
corporate executive and business owner, Allen created & taught
the most popular elective computer course to high school
students for six years in Plano, TX, both in the classroom and
on internal web casts.
Ed
Kless joined Sage Software in July of 2003 and is currently the
Senior Director of Partner Development and Strategy for Sage
Software. He also facilitates the Sage Leadership Academy, a
yearlong program designed to assist Sage Software partners
develop a continuous process of improvement in their
organizations. In addition, he develops and delivers the
curriculum for the Sage Consulting Academy.
Greg
has adopted a unique approach to the service of his profession.
The first is as Executive Editor of The CPA Technology
Advisor -- "the independent voice for accountants'
technology"; and, just to insure he stays completely current
with the trials and tribulations of the practicing accountant,
is as Senior Manager of Tax and Technology Consulting with the
Top 25 firm of Eide Bailly, LLP.
Jack
LaRue is a Senior Vice President for the Professional Software &
Services division of Thomson Tax & Accounting. LaRue is
responsible for the revenue and product management of the CS
Professional Suite product line.
Mark
Ryburn, CPA, CITP is Product Manager – Workflow for CCH, a
Wolters Kluwer business. Mark is responsible for the day-to-day
business management and development of the strategic roadmap for
CCH’s document management and workflow solutions. These include
ProSystem fx Document, ProSystem fx Scan, XCM and future
complementary entries in the fast growing paperless workflow
arena. Mark brings 30 years of experience in public accounting,
software development, education and management to CCH. Most
recently, he was co-creator of the BOCDIP program and joined CCH
as part of the product acquisition that has since been renamed
ProSystem fx Scan.
Dana
"Rick" Richardson is president of Richardson Media &
Technologies, a multi-media and strategic technology consulting
company. Prior to forming his current company, he had a 28-year
career in technology with Ernst & Young, the last twelve years
of which he served as National Director of Technology. Mr.
Richardson has been named to the "Technology 100" the annual
honors list of the 100 key achievers in technology in America
and honored by the American Institute of CPAs with a lifetime
achievement award for his contributions to the profession in the
field of technology. He is a sought after speaker around the
world, providing his annual forecast of future technology trends
to thousands of business executives, professionals, community
leaders, educators and students.
Adrian
Stern is a founding member of Clumeck Stern Schenkelberg &
Getzoff and has been engaged in public accounting since 1979,
specializing in the areas of management consulting and the
installation and evaluation of data processing systems. He is
experienced in expert witness testimony regarding computer
systems, damage calculations, loss of earnings and professional
malpractice cases. Adrian provides consultation to CPA firms
regarding valuations, mergers and acquisitions. He is also
experienced in auditing and accounting involving various types
of manufacturing, distribution and professional service clients.
As
vice president and general manager of the accounting
professionals division relations, Jill Ward serves as the
company’s chief champion for accountants. Her responsibilities
include mobilizing the entire company to focus on serving the
unique needs of accountants and helping them better serve their
own clients.
Bio
to come.