An Audience With The Experts will see Des O’Neill interview some of the accounting world’s most influential international authorities uncovering the critical distinctions that have set aside the most successful firms from those who merely survive.
We have lined up a panel of international experts from America, Canada, UK, Portugal, and Australia. We even have a 2-time World Karate Champion who helps professional firm owners become unstoppable. These experts cover the full gambit of the key areas where successful firms excel.
The 8-part webinar series kicks off on May 25 and runs to the beginning of August. You get to meet the experts through a live interactive webinar where you can ask them questions and get their expert insights. This series is wrapped up with an implementation session with Des looking at how to integrate all that new knowledge into your firm.
If you miss one of the sessions you will be able to access all the recordings at a later date.
In advance of their Audience With The Experts session, Des recently got the opportunity to discuss what their key focus will be with a number of the speakers. You can watch these discussions below.
For a limited time all registrants for ProfitPro Live will get a FREE seat on the Audience With The Experts Series
Audience With The Experts Schedule:
|25 May||Gary Boomer||The Business Transformation Playbook|
|08 Jun||Mark Lloydbottom||5 Steps to Igniting Your Practice|
|22 Jun||Dr Julie Helmrich||The 8 Stages of Change for Accountants|
|28 Jun||Steve Pipe||How to Become One of the World’s Most Inspiring, Respected and Profitable Accountancy Practices|
|06 Jul||Erik Solbakken||Building Your Practice for Sale|
|13 Jul||Ricardo Teixeira||Developing an Unstoppable Mindset|
|20 Jul||Mark Lee||An Interview with Mark Lee|
|03 Aug||Michael MC Carter||The Marketing Machine Blueprint for Accounting Firms|
|CPD Allocation||8 Hours|
Meet The Experts:
Gary Boomer – CEO – Boomer Consulting, Inc.
Mr. L. Gary Boomer serves as Chief Executive Officer and Senior Consultant at Boomer Consulting, Inc. Mr. Boomer was a Partner at Varney and Associates from 1976 to 1996. He is 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. He 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.
Mr. Boomer was 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 was Chairman of the AICPA’s Information Technology Executive Committee and also served on the AICPA’s Academic and Career Development Executive Committee and the ACUTE Board of Directors. He is the author of “Boomer’s Blueprint”, a regular column in Accounting Today and publishes the Boomer Bulletin™, a technology newsletter with worldwide circulation. He also contributes to Think-Plan-Grow, Boomer Consulting’s newest blog. 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 holds MS Acctg., Accounting & Economics from Kansas State University.
Mark Lloydbottom, FCA, CPA
Mark is acknowledged as a futurist who specialises in management planning and strategy for accounting firms. His programmes and consulting are based on over 25 years experience as a practitioner and consultant. Mark was a practitioner for 16 years having started his own practice in Bristol in 1978. He is the founder of Practice Track and PracticeWEB and has also served on various committees with the Institute of Chartered Accountants, including Tomorrow’s Practice and the Profitable and Sustainable Practice reports. Mark was a non-executive director of SWAT for ten years, serving as chairman for the last three.
Mark is the co-author of Clients4Life published by the Institute of Chartered Accountants of Scotland, South African Institute of Chartered Accountants and the Institute of Chartered Accountants of Australia and New Zealand.
Dr. Julie Helmrick
The theme that runs through all the professional work that Dr. Julie has completed over the past 35 years is the significance of GROWTH: personal growth and interpersonal growth.
A problematic situation for her profession is the party line: “Symptoms are the most important thing.” She thinks that is an extremely limited, and frankly, destructive view of people. In the same way that being physically fit is more than being free of cold symptoms, being psychologically fit is more than being “free of psychiatric symptoms.” So, Dr. Julie has focused her efforts on helping people move beyond symptom reduction and move towards growth.
Since 1980, Dr. Julie has worked professionally in psychology-based positions in community, state, and federal hospitals; in community agencies; in for-profit companies; on local and national grants through non-profits. She also started university teaching in 1984 in the topic areas of statistics, research methods, counselling, psychotherapy, psychology, and leadership.
Steve Pipe – Founder – AVN
Steve Pipe is a Chartered Accountant who is passionate about helping accountants to become more successful by serving their clients better, and is widely regarded as one of the world’s leading strategists to the accountancy profession. A prolific writer, he has written seven books, over 150 training videos for the Accountants’ Education Channel, the eight part BBC television series Easy Money and too many articles to count. As a keynote speaker, seminar leader and webinar presenter Steve trains thousands of accountants and their clients a year.
A former sole practitioner, he is the Founder of AVN, an association of over 100 proactive UK accountancy firms, which was named as one of the 100 most visionary businesses in the UK in the inaugural Vision 100 Index. In 1995 he was named the “UK Entrepreneur of the Year” by Accountancy Age magazine.
Erik Solbakken – The Accountant Success Formula
Erik Solbakken is a CPA, Speaker, Business Advisor, and Creator of the Accountant Success Formula™. Erik worked in public practice for 26 years, providing accounting, tax, and advisory services to over 500 clients.
He discovered strategies that were so effective that they allowed him to triple his revenues and create a successful accounting firm, which he later sold for high profits. He now shares these strategies with other accountants in his proven system, the Accountant Success Formula™, helping them maximize profits, attract the best clients, and get the time and freedom they deserve.
Mark Lee – Book Mark Lee
Mark is one of only a small subset of UK speakers judged worthy of being accepted as a Fellow of the Professional Speaking Association. Mark has an extensive network and a positive reputation for consistently providing relevant, independent and commercial advice. Consistently highly ranked as an accountancy influencer, Mark is well connected both offline and online and is regularly identified as an authority on the use of social media by accountants. In September 2017 Sage identified Mark as one of their top 100 global business influencers.
The Inner Circle for Accountants is an exclusive peer-led group that Mark facilitates to help sole-practitioner accountants in London to achieve greater success – on their own terms. The Tax Advice Network, of which Mark is Chairman, was established in 2007 and is now the UK’s highest ranked lead generation website for tax advisers and accountants.
Since 2009 Mark has been producing regular and popular content in his role as consultant practice editor for AccountingWeb. At the end of 2015 he wrote his 200th article – together his articles on this site alone have notched up well over one million views. When Mark was in practice as an accountant he was a sought after commentator, speaker and broadcaster and appeared on BBC Breakfast, SKY Business, London Tonight, Newsnight, Moneybox live, Working Lunch, AccountancyAgeTV and Radio London
Michael MC Carter – CEO – PARADOX
Michael MC Carter is the CEO of digital marketing agency, PARADOX. Dubbed “the father of modern marketing for accountants”, MC is the pioneer, globally, in advising accountants about modern marketing including blogging and social media. MC has guided the growth strategies of many successful firms including Growthwise, InspireCA and Consolid8.