Jim Boomer

Nonprofit leaders - join Eide Bailly, Innovest Portfolio Solutions, and Sherman & Howard L.L.C. on November 12 for a free half-day virtual nonprofit conference tailored to provide actionable insights that will empower you to make a lasting impact on your organization's endowment strategy. Eide Bailly's Sarah Griger and Mike Hart will share what you need to know about auditing investments and endowments for nonprofits. Register today! 👇 #Nonprofit #NonprofitConference #EndowmentStrategy #EconomicUpdate

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If Weaver's Asset Management Consulting practice can be of help to you, please reach out. I am happy to connect you with our compliance specialists Bruce Mills and Michael Barakat. #registeredinvestmentadvisor #RIA #assetmanagement

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Heading to Eau Claire, WI for the 2024 WEDA Best Practices Conference? Don’t miss Mo Abuali’s speaking session, Effective Use of AI in the Workplace. Learn more and register here: 2024 WEDA Fall Best Practices Conference (member365.com) #WEDA #AI

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Take your leadership skills above+beyond at the Executive Education Series fall session! Presentation topics include information about empowering the next generation of leaders, how cybersecurity and company culture pair together and due diligence strategies for retirement plan provider selection. #leadership #Kansas #executiveleadership

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Explore how a cost segregation study by Engineered Tax Services optimized tax savings and enhanced cash flow for a mobile home park in Fort Wayne, Indiana. Learn the benefits and methodology used. Learn more here: https://lnkd.in/e4Xfvn6c #taxes #realestate

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Has your #business been selected for an ERC audit? If so, what do you do know? You should attend Withum's complimentary webinar on ERC audits! These audits can be daunting, so our team will discuss specifics of the ERC to emphasize strategies to successfully resolve YOUR AUDIT. Further discussion topics include: 👉 Assess the current landscape of the employee retention credit 👉 Define required information to be provided to the IRS 👉 Analyze results of #ERC audits to date https://lnkd.in/eJMArqPq

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From 27 systems to 1! Discover how Plante Moran strengthened its digital backbone to accelerate growth and enhance client service. Our CIO, Paul Blowers, shares insights from our journey implementing Workday and the value we’ve realized. Read the full Q&A with CNBC here. #ERP #digitaltransformation #businessstrategy

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Has your manufacturing business been questioning how to transform your operations recently? My colleagues in Milwaukee are hosting a great event on the future of AI in manufacturing and distribution on Tuesday, June 25. Learn about the pivotal role of AI and Salesforce in driving growth, and delve into strategies for customer lifecycle management, from acquisition to retention. Space is limited, so register today. #AI #GenAI #Manufacturing #Distribution

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To get ahead of potential supply chain disruption, a risk mitigation plan is critical. Download our supplier risk assessment to guide you through identifying and assessing the key areas of risk to build a strong strategy. #supplychain #riskmanagement #supplychaindisruption=

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Preparing for a single audit? The OMB’s 2024 Compliance Supplement isn’t just auditors. If you’re a nonfederal entity administering grants, it could be a valuable resource to add to your toolkit. Here’s why. Read more. #compliancesupplement

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❓🤔 I get asked often about how we approach outsource accounting here at The Bonadio Group. We created a brief video that provides an overview of our services & the technology powered by Sage Intacct. Click the link to learn how outsourcing can eliminate turnover, create stability, streamline your financial operations, drive growth and so much more. #TheBonadioGroup #OutsourceAccounting https://lnkd.in/dyRtEdG7

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