"Over the course of our firm's membership (since 1999), AGN has become an indispensable part of our culture with consistent opportunities for accounting professionals to share ideas, discuss industry standards and share best practices with other high quality firms."

Julie Incorvina, CFE, CPA
Regional Managing Principal
Redwitz, Inc.
Irvine, CA, USA

"The true value of AGN came when we needed assistance with a technical question and the quick response time from an AGN member in resolving our issue. The ability to pick up the phone and get the assistance with quick turnaround was greatly appreciated. I have found the Sharegroups and Advanced Partner Training to be extremely beneficial and enjoyable to be a part of."

Dennis L. Hadden, CPA
Dana F. Cole & Company, LLP
Scottsbluff, NE, USA



September 13, 2017 @ 3 pm ET / 2 pm CT / 1 pm MT / 12 pm PT

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Program Level: Advanced | Prerequisites & Advanced Prep: None
CPE: 1.0 hrs. in Practice Management | Delivery Method: Group Internet-Based


Mindset will determine your success. Think 10x - exponential rather than incremental. Stop picking up $10 bills and focus on $100 bills. With disruptive technology comes new capabilities and opportunities where CPAs can collaborate with clients to offer not only traditional tax and accounting services (compliance), but higher value advisory services in the areas of business (performance) and (strategic) planning. Learn how CPAs are developing a menu of services to increase value and secure relationships. The biggest challenges are finding time and the courage to change to a consultative rather than reporting relationship. Do you have the right Mindsets, Skillsets & Toolsets?


Our Speaker:

L. Gary Boomer, Visionary & Strategist of Boomer Consulting, Inc., is recognized in the accounting profession as the leading authority on technology and firm management. He consults and speaks around the globe on several topics including strategic and technology planning; mindset, skillsets and toolsets for the future; change management and developing a training and learning culture. He also acts as a planning facilitator and coach to some of the accounting profession's top firms.  [learn more]


• This webinar is being hosted by Boomer Consulting via Zoom; click Connect for more information.
• AGN will award CPE credit.
• Handout materials will be forwarded to participants shortly before the webinar.
• Sign-up sheets are needed if you are meeting as a group; click Connect for more information.
• This webinar will be recorded; the recording and handouts will be sent to members and available in the Knowledge Bank after the webinar.
• AGN cannot award CPE for listening to the recording.

NASBA Requirements:
• Proctor to verify participation (if meeting as a group).
• 3 polling questions per 50-minute hour; participants must answer all questions to receive full CPE credit. 

Canadian Members:
Submit your CPE certificate to your Provincial Institute to qualify for CPD.




Cost/Cancellation:  Free members-only webinar; notify Patsy to cancel registration 
Refund Policy:         n/a
Record Retention:  All CPE records are kept in the AGN database for 5 years
Complaint Resolution:  Contact Kathy Sautters, NA Regional Director, at 303-743-7880, option 1 

AGN International - North America Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

AGN International - North America, Inc. is also registered with the Texas State Board of Public Accountancy.