How to Upsmart Your Firm with Practice Management Software
July 8, 2026 | 2:00 PM EST
Duration: 60 minutes
CPE Credits: 1.0
The most successful accounting firms don’t just work harder; they work smarter. In an industry defined by deadlines and complex data, “upsmarting” your firm means moving beyond basic organization to achieve true operational excellence through automation and centralized intelligence.
Join us for an exclusive demonstration of Canopy to see how a modern operating system transforms firm management. This session features Jim Boomer, CEO of Boomer Consulting, Inc., Lera Kooper of Proactive Advisory Group, and Canopy’s Luke Frye. Together, they will show you how to leverage today’s tech to clear the path for the high-level work your clients value most.
Webinar Registration
Exclusive Boomer Webinar
What You'll Learn:
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How a unified operating system creates a scalable foundation for your entire practice
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How to automate document collection and communication for a more professional, modern client journey
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How to gain total clarity into workloads and project statuses to drive better decision-making and firm growth
Presenters
Jim Boomer
CEO at Boomer Consulting, Inc. | Forward-thinking accounting & technology strategist | Passionate leader & published author
Lera Kooper
Lera is the Chief Operating Officer and Co-Owner of Proactive Advisory Group (formerly Accountability Services), an award-winning firm intent on helping others get more out of their business.
Luke Frye
Luke Frye, CPA, is the Accountant in Residence at Canopy, where he uses his background in accounting tech startups and private practice to help firms build smarter, more scalable businesses.
NASBA Registry Details
NASBA sponsor page: Canopy
Recommended field of study: Business Management & Organization
Program knowledge level: Basic
Prerequisites required: None
Advanced preparation required: None
Delivery method: Group Live, Group Internet Based
Refund policy: Due to this program being offered free of charge, there will be no refunds issued.
Complaint resolution policy: Email us at angie.lucas@canopytax.com
Official registry statement: Canopy 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.