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Jul 231 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...

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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...

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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...

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Jul 11, 20233 min read

Simplifying Your Firm's Technology Stack: A Guide to Replacing Major Applications

CPA firms rely heavily on technology applications to drive their business operations. But with so many applications across multiple...

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Jul 11, 20233 min read

Understanding the Vital Roles and Responsibilities of a Data Privacy Officer (DPO)

In our digital era, data privacy concerns have become an increasingly pressing issue for both your firm and your clients. Many countries...

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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...

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