From Theory to Practice: How Firms Are Transforming Audit with Confidence

This Boomer Consulting webinar, sponsored by Inflo, brings together firm leaders at different stages of digital transformation. They share authentic stories about what prompted change, the challenges they faced, and how they’re creating lasting improvements in audit quality and efficiency.

It’s not a product demo or sales pitch, just open, practical insights from peers making transformation real within their firms.

Whether you’re exploring your first steps toward digital audit or advancing existing initiatives, you’ll gain actionable strategies and lessons from those leading meaningful change.

Watch the webinar

Key Takeaways:

How firms are building momentum for change that sticks
What processes and cultural shifts make transformation sustainable
How technology is enabling better collaboration and audit quality
Real-world lessons from peers navigating the same challenges

Meet the speakers:

Jim Boomer

CEO, Boomer Consulting

Jim Boomer is the CEO of Boomer Consulting, Inc., and a driving force behind the firm’s strategy to shape the future of the accounting profession. A recognized thought leader and sought-after speaker, Jim guides firm leaders in aligning their vision with operational execution, especially in the areas of leadership, technology, talent and growth.

Caitlin Morin

Assurance Manager, Wolf & Company

Caitlin is a Manager in Wolf’s Assurance group where she provides services to financial institutions and employee benefit plans. Over the last five years, she has performed several Sarbanes-Oxley (SOX) and Federal Deposit Insurance Corporation Improvement Act (FDICIA) integrated audits. Caitlin also has an active role in the firm’s in-house Audit Quality Task Force, helping to determine how new audit and audit-related standards impact the audit and accounting practice.

John Garrity

Partner, Brixey & Meyers

John is a Partner at the firm and runs Brixey & Meyer’s Audit & Assurance Services team, which helps clients remain in compliance with their reporting requirements and helps businesses ensure their financial statements are accurate, organized, and positioned as a tool for helping them achieve both short and long-term goals.

Matthew Smith

Principle, YHB

Matt joined YHB in 2008 after graduating from Radford University. At YHB, he has focused his efforts on providing assurance and consulting services to private companies in the construction and real estate industries. Through his active participation in industry trade associations and continuous industry specific training and education, Matt has obtained a wealth of knowledge and a deep understanding of these industries.