BLI & Boomer Consulting’s Firm Success Series – 6 Course Bundle

BLI and Boomer Consulting are leaders in helping firms innovate and implement winning strategies. We’ve teamed up to offer the Firm Success Series, featuring insight from our collective experience and expertise to help you in key facets of your business:

  • Leadership
  • Talent Management
  • Strategic & Critical Thinking
  • Data Analytics

…and more. Each course in the series offers a 1-hour deep dive into the subject matter.

Learning Objectives
  • Identify the five pillars and why focusing on these areas is better than concentrating on billable hours.
    Describe how to use these pillars and start setting your firm up for the future.
  • Generate quality leads using the firm’s website and email.
  • Take prospects through an organized and effective business development pipeline.
  • Learn the importance of having a plan
  • Understanding of how they can develop a planning process internally and for external use.
  • Understand your personal definition of capacity and how to increase this precious resource.
  • Learn how a growth mindset can help you redefine capacity and break down barriers of resistance.
  • Build talent strategies that can be implemented and create value immediately.
  • Identify pain points in your HR initiatives today and create new actions for improving your culture.
  • Differentiate between the four types of analytics and which ones are most valuable to clients.
  • Understand the different types of talent you’ll need to hire to leverage data analytics, and the skills needed by each.

Major Topics

BLI & Boomer Consulting’s Firm Success Series contains the following on-demand modules:

  • The Boomer Advantage: 5 Pillars of a Successful Firm: Most accounting firms miss out on an enormous amount of revenue growth and increased profitability because they don’t have a clear roadmap that focuses on the most crucial aspects of their business. In this course, you’ll learn about The Boomer Advantage, a unique model that focuses on the five areas critical to a firm’s success and future-readiness: Leadership, Talent, Technology, Process and Growth.
  • The Most Essential Growth Strategies: In our fast paced and digital world, it’s easy to overlook effective ways to grow your firm. In this course, you will learn how to develop clear messaging about your firm’s services, the essential ingredients you need for effective digital marketing, and how to turn leads into clients.
  • Why Planning Is Important: The Leader’s Obligation & Duty: Having a plan as an organization is important as it helps address the firm’s purpose, what they want to achieve and how they are going to get there. There are many resources a firm can use to help them plan for the future. In this course we will break down the importance of planning and what you can do to develop a planning process not only internally but also one you can use with your clients!
  • Building Capacity to Focus on What Matters: Your firm needs to adapt to a changing environment and market. But where can busy professionals find the time to learn and implement new skillsets and toolsets? In this course, you’ll learn where to find the time without feeling overwhelmed.
  • The Future of Talent Management – NOW!: Talent strategies are essential to the well being of your company. In this session, we will explore the most important objectives that leaders must be focused on in order to attract quality people, retain current superstars and motivate for strong engagement.
  • Data Analytics: The Who, The What & The How: Data analytics continues to be one of the hottest technology trends around. In this course, you’ll jump start your knowledge of what data analytics is and isn’t, what it can and can’t do, and most importantly, how you can change the way you think about data to prepare your firm and your clients to take advantage of the data revolution.

Advanced Preparations


Who Should Attend

Leaders of firms and organizations

Fields of Study
Business Management & Organization, Personal Development, Personnel/Human Resources, Communications and Marketing, Information Technology


Best for leaders of firms and organizations.

Business Learning Institute

CPE Credits


This course is available for your group as:


Let's Roll!

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