QuickBooks Connect - Global event series

BREAKOUTS Speaker

Content designer | NEXT Insurance

Cat Anderson is a content designer with Next | AP Intego with a background in UX writing, UX research, and anthropology.

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Senior Partner Manager | Intuit

Gina has worked at Intuit for 21+ years in many positions including Intuit Premier Reseller Team Leader, Channel Manager for Payroll, Point of Sale, Merchant Service, and Enterprise Solutions.

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Director of Marketing and Influencer Strategy | Liscio

Alison is passionate about helping firms differentiate themselves by providing them with Client Experience 2.0. Before joining Liscio in 2020, she spent 15 years leading accountant influencer programs at Intuit, and prior to that was an accountant herself. She believes that any day she can help someone else be successful is a good day.

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Podcast host | Expensify

Co-host of Expensify’s "Live rich, have fun, save the world" podcast, Monte and Expensify founder, David Barrett, inspire listeners to do exactly that: live rich, have fun, and save the world. The podcast highlights success stories and learnings of exemplary trailblazers across industries. Through these conversations, Monte has a unique perspective of what success looks like, particularly how to turn an idea into reality and then scale it.

FEATURED Featured Speaker

Actress, philanthropist, and producer

Kristen Bell is an actress, philanthropist, and producer who can currently be seen starring in an all new animated Amazon children’s series “Do, Re, & Mi,” STX Film’s couponing adventure “Queenpins,” hosting a new family game show “Family Game Fight” with her husband Dax Shepard which premiered this summer on NBC, and Netflix’s parody comedy “The Woman in the House” series coming this winter. Bell will also be starring in the upcoming film “The People We Hate at the Wedding” alongside Allison Janney and Ben Platt.

She also recently starred in the NBC series “The Good Place,” opposite Ted Danson and reprised her role as ‘Anna’ in “Frozen 2,” which with 1.3 billion thus far, has surpassed the $1.2 billion “Frozen” earned worldwide and taken over the top position as the highest grossing animated film of all time. Additionally, Bell executive produced and appeared in a second season of “Encore,” which you can find on Disney’s streaming platform Disney+.

In 2016, Bell was seen as ‘Jeannie Van Der Hooven’ in the Showtime series “House of Lies” opposite Don Cheadle, which wrapped its fifth and final season. In 2014, Bell reprised her beloved title role in Warner Brothers’ film “Veronica Mars," which raised $2 million on Kickstarter in less than eleven hours and broke the record at the time for the fastest project to reach $1 million and $2 million. She also brought back the role for a revival of the series on Hulu. She appeared in a guest-starring arc on NBC’s hit series “Parks & Recreation” and played the lead role in the independent film “The Lifeguard,” which premiered at the 2013 Sundance Film Festival.

Her other film credits include: “Bad Moms,” “Bad Moms Christmas,” “PANDAS,” “Olaf’s Frozen Adventure,” “Teen Titans Go! to the Movies,” “Like Father,” “CHIPs,” “How To Be A Latin Lover,” “The Lifeguard,” “The Boss,” "Hit & Run," “Movie 43,” “Some Girls,” “Writers,” “Big Miracle,” “You Again,” “Burlesque,” “When in Rome,” “Couples Retreat,” “Forgetting Sarah Marshall,” “Pulse,” “Serious Moonlight” and David Mamet’s “Spartan.” Her television credits include: “Veronica Mars,” “Parks & Recreation,” “Unsupervised,” “Deadwood,” “Heroes” and “Party Down.”

Her Broadway credits include “The Adventures of Tom Sawyer” and “The Crucible,” opposite Liam Neeson and Laura Linney. Her Off-Broadway credits include “Reefer Madness” and “A Little Night Music.”

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Founder | Robina Bennion LLC

As a Soul Self Wealth Doula, Robina Bennion guides people through the rebirth of their true personal, spiritual, and financial beliefs. True beliefs that allow them to invest in who they truly are, what they value most, and transform their relationship with money.

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CEO | Thriveal CPA Network

Jason founded Thriveal in 2010 as a way to help entrepreneurial CPA firm owners connect, learn, and grow. He is also the CEO of Blumer & Associates, CPAs where he focuses on business consulting and coaching. Jason is co-host of Thrivecast and The Businessology Show podcasts, and has been honored as one of the Top 100 Most Influential People in Accounting by Accounting Today.

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Partner Development Manager | Intuit

Julia Borquez has been with Intuit since July 2011. She works with Quickbooks Solution Providers who offer QuickBooks products and services to their clients. Julia develops sales and marketing strategies, plans implantation, and increases partner profitability with performance reviews.

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COO | LedgerGurus

Stephen Brown is the COO for LedgerGurus, a multimillion-dollar client accounting services firm focused on ecommerce accounting. He will be first to tell you he is not an accountant, but his finance and technology background make him uniquely qualified to help customers with their needs. He has an MBA from the University of Utah, a BS in Civil Engineering from BYU. Before LedgerGurus, Stephen held various roles at a variety of technology companies.

FEATURED Featured Speaker

Director, Accountant Segment Leader | Intuit QuickBooks

Ted Callahan leads the Accountant Segment at Intuit. His team focuses on creating a strong partnership with accounting professionals to help grow their practice, scale their impact for clients, and fuel their clients' success in new and innovative ways. Ted leads a team that develops accountant experiences based in product innovation and technology, as well as forming programs and services that solve the unique challenges faced in this profession. His areas of focus include QuickBooks Online Accountant and the Global QuickBooks ProAdvisor Program.

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Founder and CEO | 1st Step Accounting, LLC

Nayo decided a virtual accounting practice was the best way to travel and still help small business owners manage their financial systems. She is an enrolled agent, QuickBooks Online Advanced Certified ProAdvisor and sat on the 2018 – 2019 Intuit Accountant Council. Nayo is also a Hubdoc Top 50 Cloud Accountants, Forbes Top 100 Tax Twitter Accounts to Follow, and a Top 50 Women in Accounting by Practice Ignition.

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President | Brad Celmainis Accounting Solutions

Brad Celemaninis is a QuickBooks consultant in Calgary.

FEATURED Featured Speaker

EVP and GM | Intuit QuickBooks

Alex Chriss is the executive vice president and general manager of the Intuit Small Business and Self-Employed Group. A customer-centric leader, Alex leads a 4,500+ person organization that is focused on powering prosperity around the world for small businesses and the self-employed by unlocking the power of millions of customers for the prosperity of one through the QuickBooks platform.

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Operations Manager | Accrew

Jill Chun is the Operations Manager at Accrew, where her experience from a variety of different organizations, as well as her specialty in creating and refining process, have uniquely contributed to equipping the Accrew Team. She believes in pursuing excellence while caring deeply about the people on her team, so that they can in turn care for Accrew's clients.

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Partner | Blueprint Accounting, Inc.

Brian is a partner at Blueprint Accounting, Inc in Ottawa, ON, Canada. His focus at Blueprint is in supporting the CAS team, reviewing processes for improvement, working on company strategy, and supporting the marketing team. Whenever technology issues arise, Brian is the go-to at Blueprint to help resolve issues and ensure things run smoothly.

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Cyber mentalist

Colin Cloud has been described by the media as the closest thing to a real-life Sherlock Holmes. He studied forensic investigation in Glasgow at just 15 years old, and has been immersed in the world of psychology and criminal profiling over half of his life. He recently relocated to Las Vegas to accommodate his residency in the Mirage Resort and Casino, and has been taking the internet by storm transferring his skills to the virtual world with his show “The Cyber Mentalist.

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Owner | Danwidth

Dan DeLong, founder of Danwidth, is a born troubleshooter and problem-solver. His vision is to bring all of his life's work experiences into one endeavor, helping you remove things from your business' to-do list so you can do what you love. Dan brings decades of Intuit Tech support experience and is co-host of the QB Power Hour webinar series. His technical know-how of the QuickBooks Product lineup is a perfect fit for schoolofbookkeeping.com.

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Senior Partner Manager | Intuit

Jamie has grown her career with Intuit over the past 16 years, spending the last eight working within various roles across the Intuit Partner Channel. In her current role as Senior Partner Manager, Jamie guides valued partners through integrating QuickBooks into their sales and service portfolio through strategic go-to market design and implementation.

FEATURED Featured Speaker

SVP, QuickBooks Online Platform | Intuit QuickBooks

Cassie leads global product organizations that serve Intuit’s Self-Employed, Small Business and Mid-market Small Business customers, and Intuit’s Expert and third-party developer partners. She guides her teams to fall in love with identifying and solving customer problems to fuel business success for more than 5.1 million QuickBooks Online subscribers worldwide.

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Senior Strategic Alliance Manager, | Avalara

As a Senior Strategic Alliance Manager at Avalara, Jamee has been working with Avalara and the QuickBooks partner and client community since 2013. She is from Seattle, WA and started out at Avalara in their original office on Bainbridge Island, WA. Jamee has an affinity to supporting entrepreneurs and small business owners realize their dreams through compliance.

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Chief Empowerment Officer | Priestess of Profits

Ingrid is recognized as one of the accounting profession's Top 40 Under 40, Most Powerful Women in Accounting, a Top 100 ProAdvisor, and the 2017 top "Up-N-Comer" ProAdvisor. She is the leader of the “Empower Your Passion Roundtable” group for accountants, a member of the Intuit Trainer/Writer Network, and leader of the Southern Oregon Woodard Group.

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Head of Partnerships (AMER) | Practice Ignition

Ryan Embree has spent the last six years working with accountants and bookkeepers in his role at Practice Ignition. He helps accounting firms embrace new technology and modernize their practices for success. Ryan has worked for Practice Ignition in Australia, UK, and Canada, before relocating to Chicago recently.

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Founder and CEO | LeanLaw

Jonathon is a two-time founder with an exit of $25 million. He has 20 years of c-level experience specific to B2B-focused software and solutions. With a knack for translating and interpreting market conditions into objectives, he has developed businesses around immature markets of telehealth, educational assessment, interactive television, video game and web development and mobile technology.

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VP, Operations | Fishbowl

Nate is the vice president of operations at Fishbowl, the leading inventory management software for small- to medium-sized businesses. At Fishbowl, he builds and leads teams, including the client implementation team, strategic partner program and the QuickBooks team. He previously worked in the U.S. Embassy in Moscow where he coordinated projects between multiple federal government departments.

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Founder | Parkway Business Solutions

Matthew is the founder of Parkway Business Solutions where he uses his passion for technology to create time-saving tools for accountants (Vendorsync) and bookkeeping solutions to fit the needs of the modern small business owner. As the creator of the Facebook Group, QB Community Live, he dedicates time helping his fellow community members.

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CPA | Garcia & Company PA

Hector Garcia is the Principal Accountant at Quick Bookkeeping & Accounting LLC, a globally-serving Technology-Accounting firm specializing in QuickBooks Consulting and traditional accounting services. Hector’s claim to fame is his YouTube Channel with 150,000 subscribers and 600+ videos with over 10 million views, mostly about QuickBooks, accounting, and tax topics.

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Yogi and climate leader | Intuit

Nitin is a yogi and the Global Customer Sustainability Leader at Intuit. Using the power of meditation and visualization, he transformed his existing role as a PM at Intuit to focus on fighting the climate crisis. When he’s not leading on climate, he loves transformational conversations that spark personal growth.

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Certified Zentangle Teacher

Lisa first tried the Zentangle Method (ZM) in 2014, when a friend gifted her a class to help cope with a chemotherapy regimen. The ZM helped Lisa relax and focus and, as an added bonus, produce satisfying art. She found the ZM so valuable, she became a Certified Zentangle Teacher (CZT), so she could offer classes to others. Prior to teaching the ZM, Lisa taught fitness classes for many years and practiced as a lawyer in the Silicon Valley. Lisa is also a founder and President of The ROS1ders, an organization dedicated to helping patients with ROS1+ cancer.

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Founder | Totally Booked

Kelly started three companies, including a co-founding role in Ideation: Think Forward. Kelly is a QuickBooks Advanced Certified ProAdvisor, a member of the Intuit Trainer Writer Network, a HubDoc Top 50 Cloud Accountant, on Avalara's Social Media Top 100, an Insightful Accountant Top 10 ProAdvisor, and the host of Insightful Accountant's QB Talks: App Neighborhood Watch.

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Business Development Manager | Progeny Coffee

Jesse Gonzalez is a coffee professional with over 10 years of experience. He has competed in several barista competitions and is a certified Q-Grader.

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Senior Manager, Emerging Business | Avalara

Clayton is a Senior Manager for the Emerging Business group at Avalara. He is located out of the corporate headquarters in Seattle, Washington. For the past 9 years Clayton has been helping companies leverage technology to navigate the complexities of indirect tax compliance. When not talking about tax, you will find him enjoying the Pacific Northwest outdoors.

Event Host

Chef, author, and television host

Carla Hall is a trained chef who first won over audiences when she competed on Bravo’s Top Chef and Top Chef: All Stars, sharing her philosophy to always cook with love. Carla spent seven years co-hosting ABC’s Emmy award winning series The Chew, and is currently featured on the Food Network in BakeAway Camp, Thanksgiving, Holiday and Halloween Baking Championships, and Worst Cooks in America, and is the host of Best Baker in America. Her latest cookbook, Carla Hall’s Soul Food: Everyday and Celebration, landed on annual “Best Cookbook" lists across the country and received a NAACP Image Awards nomination.

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President | EFK CompuBooks Inc.

As an internationally-renowned trainer, writer, and speaker from Toronto, Esther is consistently in the Insightful Accountant Top 100 ProAdvisors and has been in the Top 10 twice. In 2015, she was named Top International ProAdvisor, and in 2019, she was named Top Trainer/Writer, the first non-American to receive that accolade. She has also been named one of the Top 50 Women in accounting and a Top 10 influencer in the Canadian bookkeeping world.

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Founder | Royalwise Solutions, Inc.

QuickBooks Online Rock Star Alicia Katz Pollock is a Top 100 ProAdvisor, member of Intuit’s national training team, and prolific author. With a Masters of Arts in teaching and 30+ years of industry experience, Alicia expertly blends deep knowledge and patient guidance to foster the ultimate learning environment.

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Head of Accounting | Practice Ignition

Joshua Lance is the founder and managing director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies and the Head of Accounting at Practice Ignition. Josh was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named as one of the 40 under 40 in 2017, 2018, 2019, and 2020 by CPA Practice Advisor. Josh was recently appointed to the Illinois CPA Society Board of Directors and the AICPA PCPS Executive Committee

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Domain Product Expert | Dext

Paul Lodder joined Dext as a product domain expert in January 2021 having spent the previous 21 years in practice where he was a partner heading up the firm’s cloud accounting offering. ACCA-qualified since 2003, Paul led the firm’s MTD and digital strategy, submitted the first-ever VAT return under MTD in the UK, and provided support on digitization to accountants nationwide. While in practice, Paul managed a substantial portfolio of clients by providing audit, accounting, tax, and business advisory services to help them solve their business challenges and achieve their goals.

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CPA | Long for Success, LLC

Michelle Long is the owner of Long for Success, LLC, which specializes in QuickBooks training and consulting. She is an international trainer for Intuit, co-host of QB Power Hour, and co-author of both advanced certifications for QuickBooks and numerous other Intuit courses. She’s also won many awards including Most Powerful Women in Accounting, Top 10 ProAdvisors, and more.

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North American account executive | Syft Analytics

Kieran is the Syft account executive for the Americas. His job is business-to-business sales, customer support, onboarding, training, and making sure that clients are happy. Prior to Syft Analytics, Kieran was involved in various industries, like personal fitness and wellness, beauty, the diamond trade, jewelry, massage, and renewable energy.

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Director of Marketing and Influencer Strategy | Accounting Therapy, Inc.

Taylor’s journey with QuickBooks began as a small business user and now, she’s a QBO Advanced Certified ProAdvisor overseeing an extensive client list, growing a data migration division, and carving out internal processes for fast-track growth. Her entrepreneurial experience lends a unique insight to internal company operations and challenges that her small business clients face.

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CEO | Reconciled

Michael is CEO of Reconciled, an online accounting firm for entrepreneurs. He is also CEO of Saasable, creators of accounting apps for accountants, entrepreneurs, and financial institutions. Michael coaches firm owners on how to grow their practices with intentionality.

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Senior Marketing Manager, Global Demand Center, Partner Programs | Intuit

Gina is a senior marketing manager with the QuickBooks channel partner marketing team. She has spent the last 15 years building engaging marketing campaigns in the B2B space across a variety of sectors including artificial intelligence, advertising, and accounting software.

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Owner | Kelly Maher Acupuncture and Wellness

Kelly Maher is a certified life coach, acupuncturist and herbalist, and meditation guide. She is the owner of Kelly Maher Acupuncture and Wellness, and throughout her 10 year tenure has treated thousands of patients with both needling and coaching sessions. Watching her own life benefit from utilizing a meditation practice has made her extremely passionate about helping people discover their own inner connection and happiness. Kelly currently lives in Chicago and is also an active member of the fitness and wellness community, specifically as a lululemon ambassador who leads weekly group mediation sessions.

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Founder and CEO | Main Accounting Services

Throughout her life, Angela was surrounded by small business owners who gave her lessons on the realities of owning a business. She coupled this experience with her love of accounting and developed her accounting skills with small businesses in the Midwest before becoming a corporate controller for a large company. After settling down in Atlanta, she founded Main Accounting Services.

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Co-founder and partner | Ledgerly Consulting

Prior to founding Ledgerly Consulting, Brittany spent most of her career expanding and building successful outsourced accounting services practices within public accounting firms. She has developed professional teams who provide cloud-based business and accounting services that include paperless invoicing and bill payment solutions, integrated payroll and expense reporting, and more.

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Educator | MasterYourBooks

With over 20 years of accounting and advising experience, Mariette joined the Intuit Trainer/Writer Network in 2015 and contributes regularly as an educator, blogger and speaker on various Intuit platforms. Her entrepreneurial journey evolved from practitioner to educator in 2020 when she founded MasterYourBooks, a learning center that serves accounting professionals that are ready to connect more intimately with themselves and clients they serve.

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Senior Marketing Manager | DocuSign

Sam is a Senior Marketing Manager for the Digital Business at DocuSign focused on marketing, demand programs and partnerships for small businesses. She has previously worked in brand marketing and demand generation for companies like Salesforce, American Express, and Time Inc.

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Owner and founder | MoneyFit

Beth founded MoneyFit to empower the owner-company connection by educating clients to understand and command the language of finance. With 25+ years of experience in finance and consumer products, and an MBA in strategic planning and marketing, she helps clients leverage the underlying financial concept that there is “strength in numbers.

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Director of Product Marketing | Mailchimp

As the Director of Product Marketing at Mailchimp, Jamal helps entrepreneurs and small businesses unlock growth with Mailchimp’s marketing and commerce tools. Jamal has 15+ years of experience in product marketing, digital marketing, and lifecycle marketing roles, including previous stints at Amazon and the Graduate Management Admissions Council (GMAC).

FEATURED Featured Speaker

VP, Expert Segment Leader | Intuit QuickBooks

Ariege is a vice president at Intuit QuickBooks where she leads a team focused on helping Intuit’s accountant partners grow their practice and scale their impact for clients through innovative products, services and programs. Her areas of focus include QuickBooks Online Accountant, QuickBooks Live Bookkeeping and the Global QuickBooks ProAdvisor Program.

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Chief Brand Officer | Rootworks

John is the Chief Brand Officer at Rootworks where he leads the company’s branding efforts. For over 20 years, John has been motivating and inspiring corporate and nonprofit audiences with a unique blend of creative story-telling and practical, down-to-earth conversation. Over the course of his career, John has overseen branding, video production, web design and a long list of other creative initiatives.

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Head of Accounting | Practice Ignition

Jennie Moore is the Head of Accounting for Practice Ignition. She is also the founder of Moore Details Inc., a boutique-style bookkeeping practice that has helped numerous clients evolve and fine tune their financial operations for more than 16 years. She actively researches applications and advocates for the accounting industry through social learning.

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Senior new partner consultant | Dext

Dext is revolutionizing bookkeeping for over 50,000 accountants and bookkeepers and 1,000,000+ business customers globally, using award-winning AI and automation to help unlock the value of bookkeeping and real-time accounting. As the senior new partner consultant at Dext, Megan Morelli helps bookkeepers save hours they didn’t think they had by automating the collection and processing of source documents.

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Co-founder and CEO | Golde

Trinity Mouzon Wofford is the co-founder and CEO at Golde, a Brooklyn-born health and beauty brand. With her partner, Issey Kobori, she founded Golde in 2017 with the mission of bringing accessibility to the wellness industry via approachable products powered by superfoods. Since launching the brand at age 23, Trinity has been named one of Forbes 30 under 30 and most recently landed Golde on the shelves of Target stores across the country.

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Founder | The Friday Guide

Kristen is founder of The Friday Guide, an advisory and consulting house connecting accounting, data, and tech with creative people and industries. Currently with Roundtable Labs, her focus is collaboration, not competition — in all the ways that can be accomplished. Kristen sees her work as translation between different sides that usually aren't really different sides at all.

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Founder and CEO | Goshen Bookkeeping & Consulting

Ufuoma is founder of Goshen Bookkeeping & Consulting, an Atlanta-based accounting and advisory firm focused on empowering, educating, and transforming nonprofit organizations to build sustainable profits and reduce operational chaos. She is an Advanced Certified QuickBooks ProAdvisor, a Certified Nonprofit Accounting Professional, Insightful Accountant Top 100 ProAdvisor, and a member of the Intuit Trainer/Writer Network.

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CEO | Progeny Coffee

Maria Jose Palacio is a fifth-generation Colombian coffee farmer. Her passion for uplifting others helped her overcome small business obstacles and build a flourishing business as a distribution platform with the mission of empowering coffee farmers and lifting them out of poverty and helping their communities. Maria has been recognized on Forbes Next 1000 list, 100 Female Founder of 2020 by Inc Magazine, Mujeres Imparables by Telemundo, 12 under 35 Breakout Talent to Watch by SFA, and the book The New Latina –100 Millennials shaping the World.

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CEO | Palo Alto Software

Sabrina is CEO of Palo Alto Software, developer of the best-selling business management software, LivePlan and online content site, Bplans.com. Palo Alto Software, with headquarters in Eugene, Oregon, develops software and tools specifically targeted for entrepreneurs and small-business owners. Palo Alto Software employs over 70 employees and gives all employees paid maternity and paternity leave, supports a generous short-term disability policy, and focuses on employee benefits that honor and respect their employees’ whole lives.

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Strategic Account Manager | Bill.com

As the strategic account manager and client accounting services strategic advisor at Bill.com, Pete has a broad range of experience ranging from sales, business ownership, accounting, and strategy. He is a lifelong learner with a passion for new technology, solving problems and finding better ways to get the job done.

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President | Susan Pruskin Consulting

Susan started out recording Accounts Receivable in a huge black ledger. Her favorite thing was to untangle messes a previous bookkeeper created. In 2007, she became a Certified ProAdvisor at a QuickBooks consulting firm. In 2008, she left to start her own and serves over 100 small businesses monthly. Susan has been named a Top 100 ProAdvisor by Insightful Accountant seven times.

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Founder | Accrew

Anna founded Accrew to provide excellent bookkeeping services and still spend time with her family. Since then, her vision expanded to providing high-quality accounting and consulting services to small and mid-sized businesses across the country. Her mission is to partner with leaders to build and grow remarkable organizations.

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CEO | Redmond Accounting Inc

Laura Redmond, awarded Top Client Accounting Services ProAdvisor in 2019, is the CEO of Redmond Accounting Inc (RAI). Founded in 2005, RAI is a boutique accounting firm providing client accounting and technology services centered around QuickBooks Online and its ecosystem of apps. Laura created Aero Workflow, an app used by accounting firms to distribute their knowledge capital, delegate work to a distributed workforce, and manage service delivery. Laura co-authored many of Intuit’s QuickBooks Online certification programs for accountants and presents sessions at national accounting technology conferences.

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Creative Director | Rootworks

Darren Root, CPA, CITP, CGMA is the Creative Director of Rootworks, the profession’s leading firm-improvement organization for the accounting profession. Having managed his own CPA firm for more than 30 years, Darren’s vast accounting experience is rivaled only by his passion for helping firm owners modernize and transform their practices into thriving, sustainable enterprises — which is why he launched Rootworks in the first place.

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Founder | Roundtable Labs and Quasar Cowboy

In 2020, Richard joined Kelly Gonsalves and Kristen Nies Ciraldo to create Roundtable Labs. Its mission is simple: collaboration without competition. Richard was named a Best of 2019, 2020, and 2021: Strategic Business Consulting, Palm Springs; he’s on Avalara's Social Media Top 100; and had an honorable mention on Accounting Today’s Top 100 Most Influential People in Accounting list.

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Senior manager, Technical Marketing | Bill.com

Brandon is dedicated to his role as a “technical translator” — a role that brings together his experience in sales, consulting, and in supporting firms of all sizes and their clients. He is the Bill.com expert at helping firms better understand technology and how to use it to their advantage.

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Senior Partner Development Manager | Intuit

Stev Rubio joined Intuit in 2004 and started with the telesales team for QuickBooks Desktop before moving into Point of Sales telesales, and then the Invoice Registration Portal channel in 2012. He is also Hosting Partner Manager for Intuit.

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Chief Inspiration Officer | Accounting Therapy, Inc.

Alexis is a QuickBooks Solution Provider, Reseller, and Certified ProAdvisor. Through Accounting Therapy, Inc., she and her team have supported hundreds of small businesses with QuickBooks. Her participation in the QuickBooks Online Advanced council was yet another opportunity for her to contribute to the advancement of the QuickBooks Online ecosystem.

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Owner | Satterley Training & Consulting

Heather is the founder of Satterley Accounting Services and Satterley Training & Consulting, LLC. She is an Advanced Certified ProAdvisor, member of the Intuit Trainer/Writer Network, and a Zapier Certified Expert. Heather was named a categorical Top 10 ProAdvisor in 2017 and 2019, and has been listed as a Top 100 ProAdvisor for the past eight years by Insightful Accountant.

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Founder | Bookkeeping Buds

Cindy Schroeder is the founder and owner of Bookkeeping Buds, a bookkeeping community that encourages the sharing of ideas to grow a stronger firm.The benefits of the group include the private slack channel, online directory, member meetings, and more. Cindy is an Advanced Certified QuickBooks ProAdvisor, an alumni member of Intuit Council Advisory Board, and a lifelong Mouseketeer.

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CEO | Ascend Consulting

Jacob is the CEO and founder of Ascend Consulting, LLC and cofounder of Ideation: Think Forward. He works with business owners to help them truly understand and scale their businesses, and also helps drive the accounting industry forward, so it is ready to meet the opportunities and challenges of tomorrow. Jacob was also a member of the 2017-2018 Intuit’s Accountants Council.

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Founder | The Profit Constructors

After working in corporate construction accounting for almost 20 years, Tonya decided to create a unique firm, The Profit Constructors. The company not only serves the specialized accounting needs of the construction industry, but advocates for them as well. Across the board, they are able to help their clients gain new work faster, easier, and for a better price.

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CEO | Accounting Lifeline

Liz Scott is a Certified QuickBooks Advisor and owner of Accounting Lifeline which specializes in QuickBooks training, setup, support, and advisory services for small businesses. She authors Insightful Accountant’s “QBO Monday Minute,” and acts as co-host of their “QB Talks Quarterly QBO Fireside Chat” webinars. Liz is a Top 100 ProAdvisor and active member of the Intuit Trainer/Writer Network where she has authored and taught master-level courses for QuickBooks ProAdvisors.

FEATURED Featured Speaker

VP, QuickBooks Online Payroll and Time Tracking | Intuit QuickBooks

Laurent guides his team to drive innovation and delivery of Intuit’s payroll solutions, which recently launched a new lineup of products to better meet the needs of the more than 1.4 million small and mid-market businesses that use QuickBooks Payroll. Laurent also leads the portfolio of benefit services available through QuickBooks, including HR, health insurance, and 401k.

FEATURED Featured Speaker

Best-selling author and purpose coach

Former monk Jay Shetty is a New York Times best-selling author, life and purpose coach, host of the #1 Health and Wellness podcast On Purpose, and co-founder of Sama Tea. Jay has a myriad of accolades under his belt including AdWeek dubbing him a Young Influentials cover star in 2019 and being named to Forbes 30 Under 30 List in 2017. His videos have been viewed more than 8 billion times and he is followed by over 40 million people across social media.

FEATURED Featured Speaker

SVP, QuickBooks Money Platform | Intuit QuickBooks

Rania Succar is the business leader for the QuickBooks Money portfolio, including small business payments, banking and lending. Her team is focused on solving one of the biggest challenges small businesses face: managing cash flow. She and her team have launched several game changing offerings the past few years that helped put small businesses in control of their money.

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Director of Product Management | Intuit

Brady is the director of product management at Intuit diligently working to provide tools to help accountants and their clients prosper. He has over 15 years’ experience designing and implementing innovative software across energy, financial, and healthcare sectors. Brady has one kid, likes football, and poorly hides his southern accent.

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Founder and CEO | Automated Accounting Services and Accounting for Green

Monique streamlines her partners’ financial needs using technology to automate what they can and outsources the rest. Her firm offers outsourced bookkeeping, controller, and CFO services that offer cash flow forecasting and gives clients the real-time information they need to make key financial decisions. A thought leader in her field, Monique serves on Intuit’s Accountant Council, has been named to the Insightful Accountant Top 100 ProAdvisor list since 2019, and publishes her insights in industry-leading publications including Firm of the Future and CPA Practice Advisor.

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Founder and Principal | The Mobius Group

Megan is founder and principal of The Mobius Group, a QuickBooks-centric consulting practice. She is a Certified Nonprofit Accounting Professional, an Advanced Certified QuickBooks ProAdvisor, a member of the elite Intuit Trainer/Writer Network, and a Top 100 ProAdvisor in 2020 and 2021. In 2018, she started a Facebook group, QuickBooks for Nonprofits, now with over 4,800 members.

BREAKOUTS Speaker

Co-founder | Progeny Coffee

John Trabelsi has more than fifteen years of experience in branding and innovation. He is the brand visionary behind Progeny and its well-recognized farmer forward mission. He is also the leader behind the company’s innovative approach, "Beyond Trade™," in which Progeny has streamlined its supply chain, eliminated all unnecessary middlemen, provided transparency, and continues to lift farmers’ livelihood by providing its farmers with free education and technical support, and also through doubling their income.

BREAKOUTS Speaker

Business Strategist and Consultant | Vanessa Vasquez Consulting

Vanessa’s superpower is to bring solid financial education and strong strategies to Hispanic Entrepreneurs and Accountants. Destroying the kryptonite of small business, which is lack of financial knowledge, Vanessa presents the correct tools and processes for businesses to grow and expand. Her main focus has always been helping her clients streamline their small business financial management processes through education and the application of technology. With 20+ years of experience, Vanessa recognizes the importance of providing learning opportunities and financial solutions for the rapidly growing Spanish-speaking small business community.

FEATURED Featured Speaker

VP, Mid-Market Segment Leader | Intuit QuickBooks

As the vice president of Mid-Market Business at Intuit, Kelly leads a team responsible for driving the growth of QuickBooks Online Advanced, which represents Intuit’s expansion into mid-market online business solutions. She has more than 20 years of experience leading product management, engineering, business, and product operations at a global scale for eBay, NetApp, Juniper, and Cisco Systems.

BREAKOUTS Speaker

CPA and founder | Walker Agency

With a love for technology and creating efficient processes, Amy and her team at Walker Agency work with growing businesses to manage their daily accounting and provide financial guidance. Amy started her career with PwC and recently finished a two-year term on Intuit's Accountants Council. She currently serves on Gusto's Partners Council.

BREAKOUTS Speaker

Managing Partner | CPA4IT Professional Corporation

Andrew Wall is a Chartered Professional Accountant and Certified Management Accountant with over 19 years in accounting and IT development. He is the managing partner at CPA4it.ca a cloud based accounting firm focused on helping small businesses. Andrew is a global thought leader and has been recognized as the top 100 Accounting influencers (Avalara.com). Andrew is passionate about the cloud. His Firm CPA4it.ca has been ranked as one of the top 100 cloud brands in the world (onalytica.com) and Andrew has been recognized as one of the top 50 cloud accountants in North America four years in a row (hubdoc.com).

BREAKOUTS Speaker

Founder and financial educator | The Bookkeeper's Friend

Erin is the ultimate bookkeeper's friend. As a national trainer for Intuit, Erin educates hundreds of accounting professionals every month for the QuickBooks Accountant University. Through her Circle of Friends mentorship program, Erin continues to help businesses, bookkeepers, and accountants realize the full potential of QuickBooks.

BREAKOUTS Speaker

Director of Customer Success | Fishbowl

Brandon focuses his time on anything and everything Fishbowl Online. From the customer journey, onboarding, and through renewal. As the Director of Customer Success at Fishbowl, he oversees the customer experience for Fishbowl Online clients, as well as process development and ongoing customer engagement. For Brandon, client experience is the most important part of the role.

BREAKOUTS Speaker

CEO | Woodard Events, LLC

As an author, consultant, business coach, and national speaker, Joe has trained over 125,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices. Joe is the host of Woodard Institute, Woodard Alliance, and Scaling New Heights. In 2012 and 2014 – 2020, Joe was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession.

BREAKOUTS Speaker

Principal | Yasso Bookkeeping Solutions

Martha uses more than 20 years of financial experience to deliver peace of mind to small business owners in the professional, trade, and medical industries. She is a QuickBooks Expert and three-time Insightful Accountant Top 100 ProAdvisor. As heard on Heather Smith’s Cloud Stories podcast and Mike Milan’s Clear PATH to Cash podcast, Martha simplifies cash management for small businesses.

Speakers

Jesse Gonzalez Business Development Manager, Progeny Coffee
Trinity Mouzon Wofford Co-founder and CEO, Golde
Maria Palacio CEO, Progeny Coffee
John Trabelsi Co-founder, Progeny Coffee

Pre-event Power Pairings: Energize your morning routine

November 3, 10:00 AM – 10:15 AM ET

What pairs better than matcha and coffee? Energize your morning with a power pairing of two small businesses. Join Golde for a matcha demonstration, followed by a coffee tutorial with Progeny Coffee.

MATCHA5: Use this code on Golde’s website for $5 off from November 4 – 12
powerprosperity20: Use this code on Progeny Coffee’s website for 20% off one-time purchases

This session is not eligible for CPE credit.

Speakers

Lisa Goldman Certified Zentangle Teacher
Kelly Maher Owner, Kelly Maher Acupuncture and Wellness

Pre-event Power Pairings: Take a moment for yourself

November 3, 10:00 AM – 10:15 AM ET

Take a moment for yourself, and power up with a power pairing of doodling and mindfulness. Join Lisa Goldman, as she walks you through a basic Zentangle pattern, followed by a breathing and focus exercise led by Kelly Maher. Come prepared with a black pen, pencil, and blank sheet of paper for the best doodling experience.

This session is not eligible for CPE credit.

Presentation Speakers

Robina Bennion Founder, Robina Bennion LLC
Mariette Martinez Educator, MasterYourBooks

Pre-event MeetUp: Women entrepreneurs share what’s next

November 3, 10:00 AM – 10:30 AM ET

As female entrepreneurs, "what's next” may look different for each of us, but we are all on this entrepreneurial journey together. Is "next" a next business, next client, next collaboration, next challenge you are solving? Or perhaps, "next" is a fresh perspective on how you are currently doing things. Let's have an open discussion on what "next" feels like and looks like for you.

Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit.

Speakers

Alex Chriss EVP and GM, Intuit QuickBooks

Welcome keynote

November 3, 11:00 AM – 11:35 AM ET

Join Intuit QuickBooks executive leadership as they welcome you to the virtual event, showcase how QuickBooks can support your business priorities, and preview the company’s latest innovations.

This session is not eligible for CPE credit.

Speakers

Cassie Divine SVP, QuickBooks Online Platform, Intuit QuickBooks

Take care of business anywhere

November 3, 11:10 AM – 11:14 AM ET

Business happens everywhere. Whether you’re out the road or standing in line for coffee, QuickBooks puts powerful business tools in the palm of your hand.

This session is not eligible for CPE credits.

Speakers

Rania Succar SVP, QuickBooks Money Platform, Intuit QuickBooks

The cash flow advantage

November 3, 11:14 AM – 11:18 AM ET

Discover how seamless cash flow management starts with a single place to get paid, pay others, access capital, and manage money.

This session is not eligible for CPE credits.

Speakers

Cassie Divine SVP, QuickBooks Online Platform, Intuit QuickBooks

Get more customers with Mailchimp and QuickBooks

November 3, 11:18 AM – 11:22 AM ET

See how the powerful integration of QuickBooks and Mailchimp helps grow your business and keeps customers coming back for more.

This session is not eligible for CPE credits.

Speakers

Laurent Sellier VP, QuickBooks Online Payroll and Time Tracking, Intuit QuickBooks

Managing a modern workforce

November 3, 11:22 AM – 11:26 AM ET

The modern workforce is hybrid. QuickBooks offers big company benefits for small businesses to empower employees no matter where, or how, they work.

This session is not eligible for CPE credits.

Speakers

Kelly Vincent VP, Mid-Market Segment Leader, Intuit QuickBooks

Operate your business at scale

November 3, 11:26 AM – 11:30 AM ET

QuickBooks Online Advanced helps growing businesses power productivity with custom tools, connected workflow automation, and customized business insights.

This session is not eligible for CPE credits.

Presentation Speakers

Kristen Bell Actress, philanthropist, and producer
Jay Shetty Best-selling author and purpose coach

Main Stage keynote: Kristen Bell and Jay Shetty

November 3, 11:35 AM – 12:00 PM ET

Join Kristen Bell and Jay Shetty for a can't-miss conversation about the entrepreneurial mindset, finding joy, and making a positive impact through business.

This session is not eligible for CPE credit.

Speakers

Kelly Gonsalves Founder, Totally Booked
Kristen Nies Ciraldo Founder, The Friday Guide

Be S.M.A.R.T. and intentional about growth: Turning goals into action

November 3, 12:00 PM – 12:55 PM ET

Learn how to use your unique knowledge of your business to create S.M.A.R.T. goals for your future. Join this session to reconnect with your status as a business owner, recognize the fundamentals of S.M.A.R.T. goals, and discover why goals matter for every business. Using real world examples, we will cover strategies to implement immediately.

This session is eligible for 1 credit of CPE.

Speakers

Nate Flake VP, Operations, Fishbowl
Clayton Goodhue Senior Manager, Emerging Business, Avalara
Vanessa Vasquez Business Strategist and Consultant, Vanessa Vasquez Consulting

Business automation: Efficiencies of the future

November 3, 12:00 PM – 12:55 PM ET

Dive deep into tech and trends in the world of automation. In this panel with QuickBooks partners, Avalara and Fishbowl, explore what their customers are craving and solutions that are making businesses more productive and efficient.

This session is eligible for 1 credit of CPE.

Presentation Speakers

Erin Walsh Dyer Founder and financial educator, The Bookkeeper's Friend

QuickBooks Online: The basics of getting organized

November 3, 12:00 PM – 12:55 PM ET

In this session, Erin will walk you through how to get started using QuickBooks Online. You'll learn how to set it up, use QuickBooks Payments and QuickBooks Payroll, manage workflows, and collaborate with other users.

This session is not eligible for CPE credit.

Presentation Speakers

Matthew Fulton Founder, Parkway Business Solutions

QuickBooks Online: The solution that grows with your business

November 3, 12:00 PM – 12:55 PM ET

Whether you are part of the growing gig economy or the owner of an established business, the QuickBooks Online suite of products offer an expandable solution to match your accounting needs. Join Matthew Fulton as he shares the benefits of each level of QuickBooks Online, how to simplify payroll through QuickBooks Time and QuickBooks Payroll, ways to track project profitability with QuickBooks Online Plus, and more.

This session is eligible for 1 credit of CPE.

Round table Speakers

Alison Ball Director of Marketing and Influencer Strategy, Liscio
Angela Main Roberts Founder and CEO, Main Accounting Services
Richard Roppa-Roberts Founder, Roundtable Labs and Quasar Cowboy

Roundtable: Fostering camaraderie and managing remote teams

November 3, 12:00 PM – 12:55 PM ET

New this year, join Roundtable Labs for interactive, small group discussions aimed to unlock the power of your community. Has your business embraced a more virtual way of working? Join this roundtable for a collaborative discussion on the trials and triumphs in managing remote teams. Come ready to share your successes and willing to talk through your roadblocks.

Participation is limited and first-come, first-serve. Roundtables are not eligible for CPE credit.

Presentation Speakers

Liz Scott CEO, Accounting Lifeline

Make smarter decisions with QuickBooks Online cash flow tools

November 3, 1:00 PM – 1:55 PM ET

Understanding cash flow allows you to plan ahead and prepare for the unknown. Uncover the secrets of making beneficial business decisions while leveraging QuickBooks cash flow tools. You’ll learn the principles and foundation of cash flow, how today’s economy affects cash flow, and how to leverage cash flow in your business decisions.

This session is eligible for 1 CPE credit.

Speakers

Cat Anderson Content designer, NEXT Insurance
Clayton Goodhue Senior Manager, Emerging Business, Avalara
Sam Mayer Senior Marketing Manager, DocuSign
Brandon Whitecar Director of Customer Success, Fishbowl

Partner demos: Avalara, DocuSign, Fishbowl, NEXT | AP Intego

November 3, 1:00 PM – 1:55 PM ET

Discover the latest solutions by QuickBooks partners, Avalara, DocuSign, Fishbowl, and NEXT | AP Intego, in these quick-hit demos. Partners will also be answering questions live in the chat.

1:00 pm ET: Avalara is a leading provider of cloud-based tax compliance automation solutions.

1:15 pm ET: DocuSign helps organizations connect and automate agreements on any device, anywhere, anytime.

1:30 pm ET: Fishbowl is the top manufacturing and warehouse inventory management software for QuickBooks users.

1:40 pm ET: NEXT | AP Intego is a fast-growing digital “insurtech” insurance agency for small businesses.

This session is not eligible for CPE credit.

Speakers

Gina Avila Senior Partner Manager, Intuit
Julia Borquez Partner Development Manager, Intuit
Jamie Delveccio Senior Partner Manager, Intuit
Stev Rubio Senior Partner Development Manager, Intuit

QuickBooks Solution Provider program: Paths to prosperity

November 3, 1:00 PM – 1:55 PM ET

Intuit has invested in nurturing its partner network for the last 25 years. With a proven track record in the small business mid-market segment, Intuit enables partners to build and grow with QuickBooks. Listen as a panel of Intuit’s Partner Development Managers discusses the QuickBooks Solution Provider program, opportunities for partners to grow a profitable practice in financial management services, and investments Intuit has made to ensure partner success.

This session is not eligible for CPE credit.

Presentation Speakers

Hector Garcia CPA, Garcia & Company PA

Reporting and insights in QuickBooks for business owners

November 3, 1:00 PM – 1:55 PM ET

Small businesses need insight into their financials at all times. Join Hector Garcia, CPA to learn how to create, customize and save basic financial reports. During this session, you’ll also explore how to use tags for better reporting capabilities, create management reports, and export those reports into Excel. This session is eligible for 1 CPE credit.

Round table Speakers

Jill Chun Operations Manager, Accrew
Ingrid Edstrom Chief Empowerment Officer, Priestess of Profits
Kelly Gonsalves Founder, Totally Booked
Taylor Lungren Director of Marketing and Influencer Strategy, Accounting Therapy, Inc.
Angela Main Roberts Founder and CEO, Main Accounting Services

Kristen Nies Ciraldo Founder, The Friday Guide
Ufuoma Ogaga Founder and CEO, Goshen Bookkeeping & Consulting
Richard Roppa-Roberts Founder, Roundtable Labs and Quasar Cowboy
Tonya Schulte Founder, The Profit Constructors
Megan Tarnow Founder and Principal, The Mobius Group

Roundtable: Back office and budgeting

November 3, 1:00 PM – 1:55 PM ET

New this year, join Roundtable Labs for interactive, small group discussions aimed to unlock the power of your community. The last 18 months taught us that the most budget-wise and workflow-flexible businesses tend to survive. Collaborate on solutions in a group that best speaks to your business. We'll have experts in construction, travel and recreation, professional and creative services, restaurants and bars, legal, and nonprofits.

Participation is limited and first-come, first-serve. Roundtables are not eligible for CPE credit.

Presentation Speakers

Alicia Katz Pollock Founder, Royalwise Solutions, Inc.

Get paid faster using QuickBooks Payments

November 3, 2:00 PM – 2:55 PM ET

QuickBooks Online’s built-in merchant service is like magic money. QuickBooks Payments will close the transactions, batch undeposited funds, and match the banking feed with no work from you. In this session, learn how to sign up for QuickBooks Payments, swipe cards using bluetooth readers, and automate monthly customer payments.

This session is not eligible for CPE credit.

Speakers

Jonathon Fishman Founder and CEO, LeanLaw
Kieran Lotze North American account executive, Syft Analytics
Sabrina Parsons CEO, Palo Alto Software

Partner demos: LeanLaw, LivePlan, Syft Analytics

November 3, 2:00 PM – 2:55 PM ET

Discover the latest solutions by QuickBooks partners, LeanLaw, LivePlan, and Syft Analytics, in these quick-hit demos. Partners will also be answering questions live in the chat.

2:00 pm ET: LeanLaw provides legal billing software for small to mid-sized law firms.

2:12 pm ET: LivePlan simplifies planning, budgeting, forecasting, and performance tracking for small businesses.

2:25 pm ET: Syft Analytics helps businesses make better decisions using their financial data.

This session is not eligible for CPE credit.

Round table Speakers

Anna Ready Founder, Accrew
Martha Yasso Principal, Yasso Bookkeeping Solutions

Roundtable: Balance sheets, cash flow, and P&Ls

November 3, 2:00 PM – 2:55 PM ET

New this year, join Roundtable Labs for interactive, small group discussions aimed to unlock the power of your community. As a business owner, you know you should look at your financial reports, but what are they actually telling you? This question-and-answer roundtable will explore what your reporting can tell you, and how to get more of what you need from your business' QuickBooks data.

Participation is limited and first-come, first-serve. Roundtables are not eligible for CPE credit.

Presentation Speakers

Brittany Malidore Co-founder and partner, Ledgerly Consulting

Using QuickBooks Online Payroll to support your growing business

November 3, 2:00 PM – 2:55 PM ET

As small businesses grow, their need to standardize, optimize, and structure their payroll solution to better fit their needs becomes critical. In this session, learn how QuickBooks Online Payroll gives business owners more control and flexibility, and how a dependable payroll software helps manage your employee’s day-to-day needs, provides payroll compliance and reporting, and supports HR.

This session is eligible for 1 credit of CPE.

Speakers

Colin Cloud Cyber mentalist
Jamee Dunn Senior Strategic Alliance Manager,, Avalara

Colin Cloud: The cyber mentalist | Brought to you by Avalara

November 3, 3:30 PM – 4:00 PM ET

Colin Cloud’s award-winning act will leave you inspired, astounded, and mesmerized. During this live show, he’ll interact with audience participants to reveal their most personal desires, deduce little known personal facts, predict behaviors and more — all real, all virtual.

Due to the interactiveness of this show, participation is limited and first-come, first-serve.

This session is brought to you by Avalara. To learn more, please visit the partner page.

This session is not eligible for CPE credit.

Speakers

Jesse Gonzalez Business Development Manager, Progeny Coffee
Trinity Mouzon Wofford Co-founder and CEO, Golde
Maria Palacio CEO, Progeny Coffee
John Trabelsi Co-founder, Progeny Coffee

Pre-event Power Pairings: Energize your morning routine

November 4, 10:00 AM – 10:15 AM ET

What pairs better than matcha and coffee? Energize your morning with a power pairing of two small businesses. Join Golde for a matcha demonstration, followed by a coffee tutorial with Progeny Coffee.

MATCHA5: Use this code on Golde’s website for $5 off from November 4 – 12
powerprosperity20: Use this code on Progeny Coffee’s website for 20% off one-time purchases

This session is not eligible for CPE credit.

Speakers

Lisa Goldman Certified Zentangle Teacher
Kelly Maher Owner, Kelly Maher Acupuncture and Wellness

Pre-event Power Pairings: Take a moment for yourself

November 4, 10:00 AM – 10:15 AM ET

Take a moment for yourself, and power up with a power pairing of doodling and mindfulness. Join Lisa Goldman, as she walks you through a basic Zentangle pattern, followed by a breathing and focus exercise led by Kelly Maher. Come prepared with a black pen, pencil, and blank sheet of paper for the best doodling experience.

This session is not eligible for CPE credit.

Presentation Speakers

Heather Satterley, CPA, MSI Owner, Satterley Training & Consulting
Liz Scott CEO, Accounting Lifeline

Pre-event MeetUp: ‘Appy Hour with Liz and Heather

November 4, 10:00 AM – 10:30 AM ET

Join 'Appy Hour hosts Liz Scott and Heather Satterley for a morning mimosa MeetUp to chat about apps, new gadgets, and the future of technology as it relates to accounting. Learn about the 'Appy Hour with Liz and Heather, a bi-monthly webinar series, and how you can join their fun and informative community.

Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit.

Presentation Speakers

Brad Celmaninis President, Brad Celmainis Accounting Solutions
Andrew Wall Managing Partner, CPA4IT Professional Corporation

Pre-event MeetUp: Friday Night Live Crew

November 4, 10:00 AM – 10:30 AM ET

Join accounting entrepreneurs Andrew Wall and Brad Celmainis to discuss running your firm, new business concepts, innovation, and everything in between.

Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit.

Presentation Speakers

Dan DeLong Owner, Danwidth
Michelle Long CPA, Long for Success, LLC

Pre-event MeetUp: Power Hour with Michelle and Dan

November 4, 10:00 AM – 10:30 AM ET

Join Michelle Long and Dan DeLong, and get to know the QB Power Hour community. You'll discuss the industry, QuickBooks, apps that integrate with QuickBooks, and more.

Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit.

Presentation Speakers

Ted Callahan Director, Accountant Segment Leader, Intuit QuickBooks
Ariege Misherghi VP, Expert Segment Leader, Intuit QuickBooks

Accountant keynote

November 4, 11:00 AM – 11:25 AM ET

Hear from Intuit QuickBooks Vice President and Expert Segment Leader, Ariege Misherghi and Director and Accountant Segment Leader, Ted Callahan about the ways QuickBooks is helping accounting professionals grow their practice and scale their impact.

This session is not eligible for CPE credit.

Presentation Speakers

Jay Shetty Best-selling author and purpose coach

Main Stage keynote

November 4, 11:25 AM – 11:55 AM ET

Best-selling author Jay Shetty delivers a Main Stage keynote designed to inspire and uplift.

This session is not eligible for CPE credit.

Presentation Speakers

Hector Garcia CPA, Garcia & Company PA

Advanced reports in QuickBooks for accounting professionals

November 4, 12:00 PM – 12:55 PM ET

Join Hector Garcia, CPA for a deep dive into building a customized reports menu. By the end of the session, you’ll be able to better understand custom fields and filtering tricks, and create a custom summary report.

This session is eligible for 1 CPE credit.

Presentation Speakers

Jason Blumer CEO, Thriveal CPA Network

Hiring and onboarding a new team into an advisory firm

November 4, 12:00 PM – 12:55 PM ET

When your firm is a consulting or advisory firm, it’s necessary for your team to operate in high-value ways. Join Jason to discuss onboarding a new team in this environment. Leave with a better understanding of the importance of training, how to onboard a high-performing team, and why clarity is key when hiring consultancy team members.

This session is eligible for 1 credit of CPE.

Presentation Speakers

Nayo Carter-Gray Founder and CEO, 1st Step Accounting, LLC

QuickBooks Online tips and tricks

November 4, 12:00 PM – 12:55 PM ET

In this session for intermediate to expert QuickBooks users, learn tips and tricks to use QuickBooks Online more effectively and efficiently. It will cover best practices for the day-to-day use of Quickbooks, features in QuickBooks Online that users may not be taking full advantage of, and different ways to correct mistakes.

This session is eligible for 1 credit of CPE.

Round table Speakers

Kelly Gonsalves Founder, Totally Booked
Kristen Nies Ciraldo Founder, The Friday Guide
Richard Roppa-Roberts Founder, Roundtable Labs and Quasar Cowboy

Roundtable: Reviving and reinventing mentorship in the accounting space

November 4, 12:00 PM – 12:55 PM ET

New this year, join Roundtable Labs for interactive, small group discussions aimed to unlock the power of your community. Is mentorship still a thing? Can we harness it to encourage more diversity? Does it need a refresh? In this roundtable, discuss how to ensure that the newest among us have access to an enduring sense of support through mentorship.

Participation is limited and first-come, first-serve. Roundtables are not eligible for CPE credit.

Panel Speakers

Beth Melcher Owner and founder, MoneyFit
Jacob Schroeder CEO, Ascend Consulting
Amy Walker CPA and founder, Walker Agency

Share the wealth: Turn bookkeeping tasks into advisory topics

November 4, 12:00 PM – 12:55 PM ET

Wondering how to increase your value? Start by turning basic bookkeeping tasks into advisory topics. Join this panel to better understand balance sheets to growth funding, financing options, bill pay to cash flow planning, and profit and loss to growth acceleration.

This session is eligible for 1 credit of CPE.

Speakers

Monte Barnard Podcast host, Expensify
Jennie Moore Head of Accounting, Practice Ignition
Pete Potsos Strategic Account Manager, Bill.com
Laura Redmond CEO, Redmond Accounting Inc

Simple steps to creating a strong business

November 4, 12:00 PM – 12:55 PM ET

Are you a firm owner searching for simple business strategies to grow stronger? Join QuickBooks partners Bill.com, Expensify, and Practice Ignition for a panel discussion that explores ways to help your company thrive.

This session is eligible for 1 credit of CPE.

Speakers

Esther Friedberg Karp President, EFK CompuBooks Inc.

Advanced accounting with QuickBooks Online: Navigating special cases

November 4, 1:00 PM – 1:55 PM ET

Discover how Esther Friedberg Karp harnesses the power and flexibility of QuickBooks Online to service clients with unusual and specific advanced accounting needs. In this session, learn how to record special cases like inventory valuation adjustments, barter transactions, and fully landed costs in QuickBooks Online.

This session is eligible for 1 credit of CPE.

Speakers

Jamal Miller Director of Product Marketing, Mailchimp

Grow your firm with Mailchimp

November 4, 1:00 PM – 1:55 PM ET

Whether your goals are finding new customers or engaging the one you’ve got, having the right tools for the job is vital. In this session, you’ll learn about how Mailchimp's marketing and commerce tools can help you grow your accounting practice through audience management, engaging content creation, marketing automation, and robust insights.

Round table Speakers

Kristen Nies Ciraldo Founder, The Friday Guide
Susan Pruskin President, Susan Pruskin Consulting

Roundtable: Connecting price and the ideal customer

November 4, 1:00 PM – 1:55 PM ET

New this year, join Roundtable Labs for interactive, small group discussions aimed to unlock the power of your community. There are a lot of theories about how to price your clients well — both for you and them. Join this roundtable and look behind the theories and into the heart of pricing, and discuss what successfully motivates price and what doesn't.

Participation is limited and first-come, first-serve. Roundtables are not eligible for CPE credit.

Speakers

Paul Lodder Domain Product Expert, Dext
Sabrina Parsons CEO, Palo Alto Software
Liz Scott CEO, Accounting Lifeline

The new normal: Getting your finances back on track

November 4, 1:00 PM – 1:55 PM ET

After nearly two years in a global pandemic, what is the new normal of finances for consumers and companies? In this panel, QuickBooks partners Dext and LivePlan explore the future of financial forecasting, budgeting, reporting analytics, customer insights and more — where we are, where we might be headed, and what tools it will take to successfully get there.

This session is eligible for 1 credit of CPE.

Presentation Speakers

Heather Satterley, CPA, MSI Owner, Satterley Training & Consulting

Using technology to document and manage your workflow

November 4, 1:00 PM – 1:55 PM ET

Learn best practices when documenting your firm and client processes from Heather, a process automation expert. In this session, you’ll leverage technology to document step-by-step instructions; create a documentation outline and action plan; and define metrics to measure the effectiveness of your firm’s training programs and documentation. Also, discover apps that make process documentation and project management a cinch.

This session is eligible for 1 credit of CPE.

Workshop Speakers

Mariette Martinez Educator, MasterYourBooks

Workshop: The client discovery journey from consult to contract

November 4, 1:00 PM – 1:55 PM ET

Learn the fundamental steps of building a simple sales process from new client discovery to closing the contract. Join this workshop to explore the human-centered selling techniques that are grounded in relationship building and active listening, and take immediate action on a simple sales process plan. To prepare for the workshop, please download the provided workbook in advance.

This session is eligible for 1 CPE credit.

Presentation Speakers

Michael Ly CEO, Reconciled

Attracting new customers through new services

November 4, 2:00 PM – 2:55 PM ET

Every accounting practice hopes to attract new customers by offering the same set of services. In this session, you will learn about new types of services that your firm can offer to a new set of customers to differentiate yourself in the crowded sea of accounting firms. You’ll explore the what and how of these types of services, and how to implement them at your firm.

This session is eligible for 1 credit of CPE.

Speakers

John Mitchell Chief Brand Officer, Rootworks
Darren Root Creative Director, Rootworks

Curating your business: Make your company a work of art

November 4, 2:00 PM – 2:55 PM ET

Join Darren Root and John Mitchell as they discuss the shifts experienced by small business over the past 24 months, and the leadership posture that is required to thrive in the next phase of small business in America. This session will cover simple firm products to reduce the friction in your staff process and customer experiences, how to intentionally curate the customers you serve, and how a clearly identified tech stack and internal process drives efficiency.

This session is eligible for 1 credit of CPE.

Speakers

Stephen Brown COO, LedgerGurus
Brian Clare Partner, Blueprint Accounting, Inc.
Monique Swansen Founder and CEO, Automated Accounting Services and Accounting for Green

Deep dive app review

November 4, 2:00 PM – 2:55 PM ET

Take a closer look into the trending QuickBooks partner apps reviewed by accounting automation expert, Monique Swansen, Stephen Brown, and Brian Clare.

Featured apps include: Avalara, Bill.com, Dext, DocuSign, Expensify, Fathom, Fishbowl, NEXT | AP Intego, Practice Ignition, Relay, Syft Analytics

This session is not eligible for CPE credit. Please note: Reviewed apps are paid partnerships.

Speakers

Ryan Embree Head of Partnerships (AMER), Practice Ignition
Josh Lance Head of Accounting, Practice Ignition
Megan Morelli Senior new partner consultant, Dext
Brandon Roth Senior manager, Technical Marketing, Bill.com

Partner demos: Bill.com, Dext, Practice Ignition

November 4, 2:00 PM – 2:55 PM ET

Discover the latest solutions by QuickBooks partners, Bill.com, Dext, Practice Ignition, in these quick-hit demos. Partners will also be answering questions live in the chat.

2:00 pm ET: Bill.com simplifies, digitizes and automates back-office financial processes.

2:15 pm ET: Dext automatically fetches, categorizes and publishes client data for accounting professionals.

2:30 pm ET: Practice Ignition combines proposals, contracts, and client payment details into one smart document.

This session is not eligible for CPE credit.

Round table Speakers

Matthew Fulton Founder, Parkway Business Solutions
Alexis Sadler Chief Inspiration Officer, Accounting Therapy, Inc.

Roundtable: Quickbooks optimizations

November 4, 2:00 PM – 2:55 PM ET

Everyone has one — that little thing you do to a QuickBooks file that not only makes things easier, but also lets you know it's really yours. What's the trick or optimization you simply can't live without? Join Matthew Fulton and Alexis Sadler as they host a Roundtable dedicated to digging deep on tips and tweaks. Come ready to take notes, and to share your own!

Participation is limited and first-come, first-serve. Roundtables are not eligible for CPE credit.

Presentation Speakers

Joe Woodard CEO, Woodard Events, LLC

The strong-minded client: Encouraging clients to listen and change

November 4, 2:00 PM – 2:55 PM ET

You deserve a practice filled with clients who respect your processes, honor your deadlines, pay a fair price for your services, and heed your advice. This session focuses on proven methods for you to build healthy and influential client relationships. Attend this session to discover proven techniques to overcome your clients' resistance to change, earn, maintain and restore client trust, establish and preserve boundaries with problematic clients, and dive into a four-step process for communicating your value.

This session is eligible for 1 credit of CPE.

Workshop Speakers

Heather Satterley, CPA, MSI Owner, Satterley Training & Consulting

Workshop: Build a workflow management system for your firm

November 4, 2:00 PM – 2:55 PM ET

Documenting your processes is the first step in building a scalable business. In this workshop, you'll use what you learned in Heather’s “Using technology to document and manage your workflow” session to create an SOP (standard operating procedure) for a workflow you currently use in your firm. Then, you’ll analyze your chosen process using a flowchart, leverage apps to create a step-by-step workflow, and make a QuickBooks Online Accountant template to track team progress.

To prepare for the workshop, please ensure you have access to Scribe and Lucidchart. Also, download the provided worksheets you'll complete during the session.

Participation is limited and first-come, first-serve. This session is not eligible for CPE credit.

Workshop Speakers

Nitin Garg Yogi and climate leader, Intuit

Workshop: Visualize and manifest success

November 4, 2:00 PM – 2:55 PM ET

Results come through action, which follows where we direct our energy, which follows our thoughts. During this guided visualization workshop, you’ll take what you learned at QuickBooks Connect and distill it down into key thoughts that will propel you to be the best “you.” Through a reflective meditation combined with the power of visualization, you will walk away grounded with your own game plan for success.

This session is not eligible for CPE.

That’s a wrap!

The latest and greatest in QuickBooks

Inspiration and insights for your business

A powerful speaker lineup

A power-packed agenda

November 3, 2021

November 4, 2021