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Boomer2
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DRIVING EFFICIENCY VIA TECHNOLOGY

This course is intended for auditors, managing partners and audit partners, and CIOs.
Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 19, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Join Jim Boomer, Boomer Consulting Inc., & Joel Curry, Validis USA, to explore a new transformational platform that automates the planning phase for mid-market engagements by solving key industry pain points!

We'll explore how this platform can improve margins on mid-market engagements by 25%, reduce your clients workload materially, increase the security of your client's data, automate creation of documentation to complete a tax return, a review, compilation or an audit, and exports all the data above directly into your current workflow management tool.

This webinar is designed for Auditing Managing Partners, CIO, Head of Assurance, and Quality Control Auditors.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jim Boomer, CPA

Boomer Consulting, Inc.
CIO & Shareholder
[email protected]
(785) 537-2358 ext. 112

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Jim Boomer is a shareholder and the CIO for Boomer Consulting, Inc. He is the director of the Boomer Technology Circles, The Producer Circle, The CIO Advantage and an expert on managing technology within an accounting firm. He also serves as a strategic planning and technology consultant and firm adviser to CPA firms across the country.

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Joel Curry

Validis
VP Sales US
[email protected]
(512) 514-6932

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Joel has more than 15 years of experience in software sales and business turnarounds in both the US and UK markets, with a focus on building high-performance sales and client service culture. Prior to joining Validis, Joel built Experian and its US Data Quality business - from the first man on the ground to a high margin $50M within 9 years. In addition, Joel led the database marketing services and revived its growth after 6 years of decline. On returning to the UK, Joel led a client-centric agenda which positioned Experian UK Data Quality operation as the top global performer. His achievement reflected on the Satmetrix Net Promoter Scoring system (NPS). Joel holds a bachelor’s degree from the University of Birmingham and an MBA from Cass Business School. He currently resides in Austin Texas with his wife and two children.

About Our Sponsor

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Headquartered in London, with offices in Austin TX, Toronto and Dublin, Validis is committed to providing accountancy firms and global businesses with a secure, fast and simple automated alternative to the traditional methods of data transference required during financial review process. With over 20 nationalities across our global team, Validis is a mixture of bright financial business heads, expert technologists and highly specialized customer support staff work together to provide an unrivaled service.