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Available Courses

Boomer Certified Process Improvement Leader™

Become a Process Improvement Leader and leverage the proven system that will help you accelerate your firm's success...all at your own pace, directly from your computer.

With the Boomer Certified Process Improvement Leader Program, you’ll gain the skills and tools needed to lead process improvements within your firm. This program dives into core concepts, including identifying inefficiencies, implementing streamlined workflows, leveraging the right technology, and fostering a culture of continuous improvement. Through a blend of theoretical insights, practical exercises, and real-world examples, you’ll learn how to guide your team in optimizing processes that drive efficiency, enhance client satisfaction, and support your firm’s growth goals. By the end, you’ll be equipped to make impactful changes and position your firm for sustained success.

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Boomer CAAS Leader Accelerator™

Become a Client Accounting and Advisory Services Leader and gain the expertise to elevate your CAAS practice…all at your own pace, directly from your computer.

With the Client Accounting and Advisory Services Leader Accelerator course, you’ll gain access to essential tools and insights to establish or expand a successful CAAS practice. The course covers foundational topics such as defining and positioning CAAS, implementing efficient processes, leveraging technology, building a scalable team, and creating strategies for sustainable growth. Through a mix of theoretical frameworks, case studies, and actionable steps, you’ll be equipped with everything you need to navigate the complexities of CAAS and drive real impact within your firm.

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Upcoming Courses

  • Strategic Planning Leader Course
  • Boomer Leadership Course
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Elevate Your Firm’s Business Model

In an era of rapid change, this session provides a roadmap for evolving your firm's business model through leadership, talent, technology, process, and growth strategies.