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Free cpe webinars
Revenue Replacement: How to Approach Growth & Client Filtering

REVENUE REPLACEMENT: HOW TO APPROACH GROWTH & CLIENT FILTERING

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 28, 2025
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Who Should AttendCPA - small firm
Course Description

In this webinar, we will explore innovative strategies for addressing capacity challenges without sacrificing client relationships. Firm leaders often grapple with the dilemma of having insufficient resources to adequately serve their client base. Rather than contemplating client reduction, this session will focus on revenue replacement as a proactive solution. 

Throughout the webinar, we will delve into effective approaches to enhance your firm's capacity and foster sustainable growth. You will learn practical techniques for identifying high-impact clients and optimizing your client portfolio to align with your growth objectives. By the end of the session, you will gain valuable insights into implementing client filtering strategies that contribute to overall revenue replacement and elevate the success of your firm. 

Learning Objectives:


  • Recognize the challenges of capacity in firms and explore the concept of revenue replacement as an alternative solution 

  • Identify practical techniques for identifying high-value clients and optimizing your client portfolio to enhance overall firm capacity

  • Determine effective strategies for approaching growth through client filtering, ensuring sustainable success and client satisfaction

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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With over eight years at Thomson Reuters, Danielle serves as a Solutions Consultant specializing in Advisory. A dedicated professional, she actively participates in Thought Leadership events, including Partner Summits, Advisory Symposiums, and Synergy conferences. Danielle leverages this experience to drive innovative solutions, contributing to the evolution of Advisory services within the industry. 
 

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Gary Boomer, CPA

Boomer Consulting, Inc.
Chief Executive Officer
[email protected]
(785) 537-2358 ext. 112

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CEO of Boomer Consulting, Inc., an organization that provides consulting services to leading accounting firms in the areas of Leadership and Management, Client Development, Talent Development, Technology and Compensation. Recognized in the accounting profession as the leading authority on technology and firm management. For over a decade, he has been named by Accounting Today as one of the 100 Most Influential People in Accounting. He is also a member of IPA’s 10 Most Recommended Consultants. Consults and speaks around the globe on management and technology related topics including strategic and technology planning, compensation, change management and developing a training / learning culture. He acts as a planning facilitator, provides coaching and serves on various advisory boards. Past president of the Kansas Society of CPAs, a member of the AICPA Council and the accounting advisory board at Kansas State University. He is also a member of The Advisory Board, a group of leading consultants to the accounting profession. He is the past chairman of the AICPA’s Information Technology Executive Committee and has also served on the AICPA’s Academic and Career Development Executive Committee and the ACUTE Board of Directors. The creator of and a facilitator for The Boomer Technology Circles™, a community that helps firms bridge the gap between technology and practice management and accelerate their progress through thought leadership and peer accountability. His team manages the Boomer Metrics on leading firm performance indicators. In 2009 Gary began hosting the CIO Advantage, a community that prepares technology professionals for a seat at the management table by developing their business and IT acumen. Gary also hosts the CEO Advantage, a community of Managing Partners who act as a collaborative think tank to challenge, encourage and propel each other to a higher level of success.

Keith Hall Jr.

Thomson Reuters
Senior Solutions Consultant
[email protected]

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Keith is a Senior Solutions Consultant. As a part of the Thomson Reuters team since 2015, he currently specializes in Advisory solutions while also working with solutions involving tax preparation, tax planning, firm management, document management, information exchange, and more.

About Our Presenter

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Thomson Reuters (TSX/NYSE: TRI) (“TR”) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. The company serves professionals across legal, tax, accounting, compliance, government, and media. Its products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world-leading provider of trusted journalism and news. For more information, visit tr.com.