top of page

Articles, Blogs and More...
Join our community by subscribing to the Boomer Bulletin, and our articles will be delivered monthly right to your inbox.

Jul 23, 20241 min read
E189 - A CIO's Perspective on Building Buy-In
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
0 comments


Mar 20, 20244 min read
SafeSend Reports Record-Breaking Year with 83% YoY Usage Growth: Product Innovation & Roadmap Investment to Deliver Single-Point Solution for Unmatched Client Experience
ANN ARBOR, Mich., March 20, 2024 — SafeSend, the leading provider of automation technology for tax and accounting firms, reported an 83%...
0 comments

Jan 2, 20241 min read
E162 - Transitioning Into the Role of CIO
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
0 comments

Nov 6, 20233 min read
Blending accounting and technology: The journey to CIO
Member Spotlight: Joe Gutierrez, CIO Firm Name: Berkowitz Pollack Brant Advisors + CPAs Location: Miami, FL # of Offices: 5 # of...
0 comments

Oct 10, 20231 min read
E151 - Measuring Success: Analyzing the Impact of Data Governance
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
0 comments


Mar 21, 20234 min read
How to Structure Your Data Governance Team
Protecting your firm's data is one of the most crucial steps you can take to maintain client trust and ensure your firm's information is...
0 comments

Apr 20, 20225 min read
4 Keys to Better IT Governance
Keeping up with the changing landscape of technology is challenging. It's even more challenging when you don't have the proper IT...
0 comments
bottom of page