July 27, 2017
About Contact Virtual Conference Series Conferences

The Partner Compensation Symposium
 




L. Gary Boomer, CPA

Joel Cooperman CPA

Carl George CPA

Carl Johnson CPA

Howard Kies CPA

Allan D. Koltin, CPA

Jay Moroney

Rebecca Ryan

Gary S. Shamis, CPA, M. Acc.

Jeffrey Weiner CPA

Thomas Wilson CPA


L. Gary Boomer, CPA
President & CEO
Boomer Consulting, Inc.


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 strategies provide a transformation roadmap; team building and excellence while helping you make more money, attract quality people and grow your business. Prior to the development of the company, Gary was a partner at the regional CPA firm of Varney & Associates.

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 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.

He also serves on numerous boards including 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.

He 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 Successful Technology Consulting & The Boomer Advantage and a contributor to The Boomer Advantage Guides on:
* Outsourcing
* Strategic Planning
* Paperless Transition
* Human Capital Attraction & Retention
* Learning & Training
* Succession Planning
* Partner Compensation
* Selection of a Managing Partner

He writes "Boomer's Blueprint", which is a regular column in Accounting Today and publishes the "Boomer Bulletin", a technology newsletter with international 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.




Joel Cooperman CPA
Managing Partner
Citrin Cooperman & Company LLP


Joel is the founding and managing partner of Citrin Cooperman & Company, LLP. For over 35 years, he has been providing clients with high-level consulting services. He is a recognized expert in the fields of mergers and acquisitions, profit enhancement, employment compensation, corporate financing and strategic planning. Joel's industry expertise includes food services, entertainment, staffing, manufacturing and distribution. He is a regular speaker on business and financial topics in and around New York City. Joel is a member of the New York and New Jersey Society of CPAs as well as the American Institute of CPAs. Under his leadership, the firm has grown to more than 75 partners and over 300 people in four offices in the Tri-State area.




Carl George CPA
Senior Executive Partner
Clifton Gunderson


Carl R. George is the Senior Executive Partner of Clifton Gunderson LLP, a national CPA firm of over 2,000 people, with offices in 17 states and Washington D.C. His focus as SEP primarily focuses on three areas; mergers and acquisitions of CPA and consulting firms into Clifton Gunderson, succession planning and international business development strategy. Carl has been with Clifton Gunderson since his graduation from Ball State University in 1970, and served as its CEO from 1993 to June, 2009. - 2009 Inductee in The Advisory Board Hall of Fame - AICPA 2007 Special Recognition Award (Financial Literacy Initiative) - Past Chairman of the National CPA Financial Literacy Commission - Member of the American Institute of Certified Public Accountants (AICPA) - Former AICPA Board Member - Past member of the AICPA Future Issues Committee - Past member of the AICPA Strategic Planning Committee - Past Chairman of the AICPA Major Firms Group - Accounting Today's Top 100 Most Influential People in Accounting - Past chairman of the Management of an Accounting Practice (MAP) Committee of the AICPA - Served as a speaker or moderator at many Practice Management conferences - Member of the Illinois CPA Society and the Indiana Association of CPAs Education: - Master's degree in Management, Ball State University - Bachelor's degree in Accounting, Ball State University - Recipient of Ball State, Miller College of Business Alumni Award of Distinction (October 2004) - Ball State, Miller College of Business Hall of Fame Inductee (October 2007)




Carl Johnson CPA
Managing Partner
BlumShapiro


As managing partner of BlumShapiro, Carl is responsible for the implementation of BlumShapiro ls strategic plan and the effective financial management and operation of the firm. Under his leadership, the firm ls growth has included four mergers over the past three years, and BlumShapiro now has nearly 300 professional and administrative staff and two offices in Connecticut. The firm is the largest regional accounting and business consulting firm based in Connecticut, and its expanded service areas include business and technology consulting, major healthcare, non-profit, government, forensic accounting and litigation support, business valuation and Sarbanes-Oxley/internal audits. Accounting Today lists BlumShapiro as one of the 100 Best Accounting Firms to Work for in the United States. Carl is a board member of the Connecticut Business and Industry Association, the MetroHartford Alliance Economic Development Committee and on the Board of Overseers of The Bushnell. He is a past chair of the Charter Oak Chapter of the American Red Cross and is active in the Community Campaign for the United Way of the Capital Area. Carl has over 25 years of experience serving privately held companies in a wide range of industries with a concentration in the construction industry. Carl received a Bachelor of Science in accounting and business management from Susquehanna University in Pennsylvania in 1982. He joined BlumShapiro in 1984 and was licensed as a Certified Public Accountant in 1985. Carl was elected partner in 1995 and chief operating officer in 1999. He was elected managing partner in 2002. His professional and community affiliations include: - American Institute of Certified Public Accountants (AICPA) - Connecticut Society of Certified Public Accountants (CSCPA) - Board of Directors and Board of Governors - Connecticut Business and Industry Association (CBIA) - Board Member - MetroHartford Alliance Economic Development Committee - The Bushnell - Board of Overseers - American Red Cross Charter Oak Chapter - Executive Committee - University of Connecticut Accounting Department Advisory Board - United Way of the Capital Area - Community Campaign Cabinet Member




Howard Kies CPA
Managing Partner
Cherry, Bekaert & Holland


As the Firm Managing Partner of Cherry, Bekaert & Holland, Howard is responsible for the overall strategic planning and direction of the partnership, including the day-to-day administration and financial management of the Firm; oversight of partner and staff activities; and execution of all contracts, agreements and documents on behalf of the partnership. He also serves as the Chairman of the Executive Board of CB&H. Howard joined the staff of CB&H in Fayetteville, North Carolina in 1976, and was admitted to the partnership in 1982. He served as partner-in-charge of the Augusta, Georgia office of CB&H from 1983 until 1988 and the Richmond, Virginia office from 1988 until 1991. Prior to becoming Firm Managing Partner, Howard was a regional managing partner responsible for the financial and strategic decisions for seven CB&H offices. Howard's experience includes the administration of personnel; the development of operating procedures; and the planning, scheduling and delivery of quality service to clients. Howard graduated cum laude from Pfeiffer College in North Carolina with a Bachelor of Arts and a Major in Accounting. He is a member of the American Institute of Certified Public Accountants (AICPA) and served on the AICPA Council for three years. In addition, he is a member of the Virginia Society of Certified Public Accountants (VSCPA) and the North Carolina Association of Certified Public Accountants (NCACPA).




Allan D. Koltin, CPA
President & CEO
Koltin Consulting Group, Inc.


Koltin Consulting Group, Inc. is a Chicago-based consulting firm that specializes in working with professional and financial services firms in the areas of practice growth, practice management, human capital, and mergers and acquisitions.
A nationally-recognized speaker and industry analyst, he has appeared on the CNN, WGN and Fox Television networks and has been quoted frequently in such media as the Wall Street Journal, New York Times, Washington Post, Chicago Tribune, Los Angeles Times, USA Today and New York Post, as well as Bloomberg News, BBC World Service, Business Week, Forbes and Reuters. He has also spoken nationally and internationally at hundreds of conferences including those held by the AICPA, international CPA associations and state CPA societies.
For eleven consecutive years, Allan has been named by Accounting Today as one of the Top 100 Most Influential People in the accounting profession. This year, he was the only consultant among the top 10 vote-getters, which include such notables as President Barack Obama, U.S. Treasury Secretary Timothy Geithner, SEC Chair Mary Schapiro, IRS Commissioner Douglas Shulman and AICPA President Barry Melancon. Koltin was also voted one of the 10 Most Recommended Consultants, for the seventh straight year, in the 2010 Annual Survey of Firms conducted by INSIDE Public Accounting. He was one of the first inducted into the Accounting Marketing Hall of Fame by the Association for Accounting Marketing (AAM). He has also been a recipient of the NACVA Instructor of the Year Award and winner of the Journal of Accountancy Literacy Award. Previously he was recognized by the Illinois CPA Society with the Distinguished Service Award for outstanding service and commitment to the profession.
Koltin is the author/editor of three books for professional services firms: CPA Firm Merger Strategies That Work, CPAs That Sell and the AICPA's Marketing a Consulting Niche. He serves or has served on the editorial advisory boards of CPA Practice Management Forum, the Journal of Accountancy, Accounting Today, Public Accounting Report and Law Firm Management.
He is a founding member of The Advisory Board, a think tank for the accounting profession, and has served on various advisory boards, including Outsource Partners International (OPI), the Association for Accounting Marketing (AAM), the National Association of Certified Valuation Analysts (NACVA) and H&R Block (HRB Business Services).
Previously, Allan was the President and CEO of PDI Global, Inc. which was the largest publisher of marketing newsletters for professional services firms, prior to its sale to Thomson Reuters in January of 2011. Prior to that, Allan was a Senior Partner in the Chicago-based accounting and consulting firm of FERS, where he served as the leader of the Investment Banking Group, as well as the Law Firm Consulting Group. At age 27, Allan had the distinction of being named the youngest partner in the history of the firm as was also a member of the firms Executive Committee. FERS was acquired by H&R Block in 1998.
Highly sought for his ability to engage and inspire audiences, Allan enjoys delivering keynote addresses at conferences throughout the professional services industry. His passion is facilitating retreats and providing coaching for firm leadership and partners. His specialties include strategy, governance, profitability, compensation, growth, human capital, and mergers and acquisitions.




Jay Moroney
President
Lemme Insurance Brokers and Consultants


Jay Moroney is the President of Lemme, in addition to his role as President, he consults with Top 100 accounting firms and co-leads the Lawyer's Professional Liability practice. Jay has made numerous risk management presentations to both accounting firms and law firms. Jay joined Lemme as Executive Vice President in 2001, after leading the professional liability programs for accounting and law firms at Chubb Executive Risk. In addition, Jay had profitability oversight over Chubb Executive Risk's professional firms programs and consulted with Chubb offices worldwide on professional liability issues. Before his insurance career, Jay earned his J.D. degree from the University of Connecticut School of Law and practiced law for five years with a prominent law firm in Hartford, Connecticut.




Rebecca Ryan
2EO
Next Generation Consulting


Rebecca Ryan is an energetic entrepreneur and the founder of Next Generation Consulting, a research and consulting firm that helps clients engage the next generation.

NGC has conducted interviews, focus groups, and surveys with over 7,500 young professionals since 1998. Cities, states arts organizations, and companies use NGC's research and applications to attract and develop the next generation of citizen, patrons, employees and customers.

Rebecca was named the 2004 Entrepreneur of the Year by the U.S. Association for Small Business and Entrepreneurship. Prior to starting NGC in 1998, Rebecca held posts with the Iowa Department of Economic Development, Iowa Department of Education, Iowa Association of Business and Industry, and Keep Iowa Beautiful.

Rebecca serves as the youngest ever trustee of Alverno College and on the boards of the Greater Madison Chamber of Commerce and the Women's Fund of Greater Milwaukee.




Gary S. Shamis, CPA, M. Acc.
Managing Partner
SS&G Financial Services


Since Gary became managing partner of Saltz, Shamis & Goldfarb, Inc. twenty years ago, the firm has changed dramatically. By taking an entrepreneurial approach to the management of this accounting firm, he has developed SS&G Financial Services into one of the largest and fastest growing independently owned accounting/business service firms in the country. During his tenure, the firm has grown at a rate of 20% per year to become one of the largest independently owned accounting firms in the nation.

Shamis' concepts for growth and expansion are respected and emulated by both professional peers and business organizations. The firm has won eleven Weatherhead 100 Awards (Cleveland), ten Cascade CDC Growth Awards (Akron), an Achievement in Client Service Award (Cincinnati), two Accounting Today Awards for Achievement in Client Service, and has been noted as one of Bowman's Accounting Report's top ten fastest growing firms in the U.S. SS&G Financial Services has also been chosen as one of the "Northcoast 99," a selection of the best places to work in the Northeastern Ohio region, and is a recipient of the Better Business Bureau Torch Awards for Business Integrity.

In addition to his management duties, Shamis is a frequent speaker, all over the world, on the management of professional service organizations. In 2000, he teamed up with three of the industry's top advisors to form The Advisory Board, a think-tank focused on assisting and developing the accounting industry within the U.S. As the only practicing CPA in the group, he brings a wealth of experience and qualifications. For example, Shamis has been recognized in the Wall Street Journal and the Journal of Accountancy for creating the nation's first Employee Stock Ownership Program for an accounting firm. After completing his term as the Chairman of the AICPA Management of an Accounting Practice (MAP) committee, he was busy developing and chairing The Leading Edge Alliance, the industry's newest association of CPA firms. With more than 40 member firms, with collective revenues exceeding $700 million, The Leading Edge Alliance has become one of the world's premier organizations for independent and entrepreneurial firms.

Based upon these contributions to the industry, Shamis has been named as one of Accounting Today's "Most Influential People" for many years, and was chosen as the Institute of Management Accountants' 2001 Financial Executive of the Year. Shamis has been the recipient of community and industry awards too numerous to list.




Jeffrey Weiner CPA
Managing Partner
Marcum Accountants & Advisors


Jeffrey M. Weiner, CPA, joined Marcum in 1981 and has served as Managing Partner since 1990. Under his progressive leadership, the firm has expanded from a one-office firm of 20 employees to a twelve-office firm that now ranks in the top 20 in the United States, the top four in the New York metropolitan area, and is the largest firm on Long Island. Jeffrey, who graduated from Hofstra University with a B.B.A., has been instrumental in diversifying Marcum's services and capabilities, which has been key to the Firm's explosive growth. In 1995, he led the launch of the firm's computer consulting practice area, which, by 1998, grew into a major industry niche, operating under the name Marcum Technology LLC. In addition to his responsibilities as Managing Partner, Jeffrey manages Marcum's entertainment practice and is a nationally-recognized expert on personal business management for the entertainment industry. Jeffrey served as Executive Producer of the Universal Pictures films "The Bourne Supremacy" and "The Bourne Ultimatum," starring Matt Damon released in July 2004 and August 2007, respectively. He was the Executive Producer of "The Hades Factor," a mini-series that aired on CBS television in April 2006; a Producer of "The Chancellor Manuscript," starring Leonardo DiCaprio for Paramount Pictures, slated to be released in 2011; and the Executive Producer of "The Sigma Protocol," currently in development at Universal Pictures. In 2009, Jeffrey was named among Accounting Today's Top 100 Most Influential People. He joins a list that includes many of the industry's best known leaders, such as AICPA president Barry Melancon as well as public officials, CPAs, attorneys, regulators, educators and vendors who exemplify leadership and influence the accounting field. During the year Jeffrey also received the Leading Edge Alliance's "On the Edge Innovation Award" which recognizes an individual who has made an enduring and pioneering contribution to the public accounting profession.




Thomas Wilson CPA
Managing Partner
Goodman & Company, LLP


Tom has over thirty-five years experience. He has served a diverse client base that includes contractors, real estate developers/managers, distributors, manufacturers and fabricators, hotels, restaurants, non-profit organizations, educational organizations and public foundations. Tom has extensive experience with auditing organizations under OMB Circular A-133. Tom currently serves as the Managing Partner of the firm and as Chairman of its Executive Committee. Tom is active in the business community having served as Chairman of the Virginia Beach Division of the Hampton Roads Chamber of Commerce and as a Director with The Virginia Beach Neptune Festival Foundation. He currently serves on the boards for Tidewater Community College, Virginia Beach Public Schools Educational Foundation, Virginia Beach Vision, Inc., the Virginia Beach Rescue Squad Foundation, the Virginia Beach Library Foundation and the Virginia Beach Foundation. Tom is on the board of Moore Stephens North America, an association of approximately 60 regional accounting firms across the U.S. and Canada. Tom is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.





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