Move your business forward
November 3–4, 2021•A free virtual eventWhat does “next” look like for you? Join us online and be empowered by the people, tools, and strategies you need to pursue the possibilities ahead.
Choose your own agenda
Now extended to two days, QuickBooks Connect will offer customized programming for businesses on one day, accounting pros on the other. Attend for free on the day(s) that best serve you.
Wednesday, November 3
For businesses • 11 AM – 4 PM ETFor small businesses, self-employed and accounting professionals looking to explore the latest tools, tech, and tips for their businesses.
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11 AM Inspirational keynotes from both Intuit leaders and guests
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12 PM Interactive breakouts, high-impact workshops, game-changing product demos, and more
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3 PM ConnectFest celebration
Thursday, November 4
For accounting professionals • 11 AM – 4 PM ETFor accounting professionals to sharpen advisory strategies and other accounting-specific skills.
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11 AM Accounting keynote by Intuit leadership
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12 PM CPE-eligible breakouts, advanced learning, expert meetups, and more
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3 PM ConnectFest celebration
A powerful speaker lineup
From seasoned entrepreneurs to accounting professionals, our selection of subject matter experts will give you the tools and takeaways you need to move your business forward.
Alison Ball
Jason Blumer
Ted Callahan
Nayo Carter-Gray
Alex Chriss
Jill Chun
Cassie Divine
Ingrid Edstrom
Matthew Fulton
Hector Garcia
Nitin Garg
Kelly Gonsalves
Alicia Katz Pollock
Taylor Lundgren
Michael Ly
Angela Main Roberts
Brittany Malidore
Mariette Martinez
Beth Melcher
Ariege Misherghi
Kristen Nies Ciraldo
Ufuoma Ogaga
Susan Pruskin
Anna Ready
Richard Roppa-Roberts
Alexis Sadler
Heather Satterley, CPA, MSI
Jacob Schroeder
Tonya Schulte
Liz Scott
Laurent Sellier
Rania Succar
Megan Tarnow
Amy Walker
Erin Walsh Dyer
Martha Yasso
Opening remarks
November 03, 11:00 AM – 11:15 AM ET
Join Alex Chriss, EVP and GM, Intuit QuickBooks as he welcomes you to the virtual event and previews the company’s latest innovations.
This session is not eligible for CPE credit.
- Cassie Divine Senior Vice President, QuickBooks Online Platform , Intuit QuickBooks
- Rania Succar Senior Vice President, QuickBooks Money Platform , Intuit QuickBooks
- Laurent Sellier Vice President, QuickBooks Online Payroll , Intuit QuickBooks
QuickBooks Innovation Spotlights
November 03, 11:15 AM – 11:40 AM ET
Join our Intuit QuickBooks leaders to hear more about our latest offerings, and see how we’re making QuickBooks the single source of truth for your business.
This session is not eligible for CPE credit.
QuickBooks Online: The basics of getting organized
November 03, 12:00 PM – 12:55 PM ET
In this session, Erin will walk you through how to get your 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 eligible for 1 credit of CPE.
- Richard Roppa-Roberts Founder , Roundtable Labs and Quasar Cowboy
- Jill Chun Operations Manager , Accrew
- Tonya Schulte Founder , The Profit Constructors
- Ingrid Edstrom Chief Empowerment Officer , Priestess of Profits
- Kelly Gonsalves Founder , Totally Booked
- Kristen Nies Ciraldo Founder , The Friday Guide
- Angela Main Roberts Founder and CEO , Main Accounting Services
- Megan Tarnow Founder and Principal , The Mobius Group
- Ufuoma Ogaga Founder and CEO , Goshen Bookkeeping & Consulting
- Taylor Lundgren Chief Accounting Rockstar , Accounting Therapy, Inc.
Round table: Back office and budgeting blues
November 03, 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. 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.
Round tables are not eligible for CPE credit.
Make smarter decisions with QuickBooks Online cash flow tools
November 03, 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.
Reporting and insights in QuickBooks for business owners
November 03, 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.
- Richard Roppa-Roberts Founder , Roundtable Labs and Quasar Cowboy
- Angela Main Roberts Founder and CEO , Main Accounting Services
- Alison Ball Director of Marketing and Influencer Strategy , Liscio
Round table: Fostering camaraderie and managing remote teams
November 03, 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. Has your business embraced a more virtual way of working? Join this round table 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.
Round tables are not eligible for CPE credit.
Get paid faster using QuickBooks Payments
November 03, 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 eligible for 1 credit of CPE.
- Anna Ready Founder , Accrew
- Martha Yasso Principal , Yasso Bookkeeping Solutions
Round table: Balance sheets, cash flow, and P&Ls, oh my!
November 03, 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 round table will explore what your reporting can tell you, and how to get more of what you need from your business' QuickBooks data.
Round tables are not eligible for CPE credit.
Using payroll software to grow your business
November 03, 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.
ConnectFest: Day 1
November 03, 3:00 PM – 4:00 PM ET
Enjoy a high-energy musical performance to close out the day.
ConnectFest is not eligible for CPE credit.
- Ted Callahan Director and Accountant Segment Leader , Intuit QuickBooks
- Ariege Misherghi VP, Expert Segment Leader , Intuit QuickBooks
Accountant keynote
November 04, 11:00 AM – 11:30 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.
Advanced reports in QuickBooks for accounting professionals
November 04, 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.
Hiring and onboarding a new team into an advisory firm
November 04, 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.
- Richard Roppa-Roberts Founder , Roundtable Labs and Quasar Cowboy
- Kelly Gonsalves Founder , Totally Booked
- Kristen Nies Ciraldo Founder , The Friday Guide
Round table: Reviving and reinventing mentorship in the accounting space
November 04, 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 round table, discuss how to ensure that the newest among us have access to an enduring sense of support through mentorship.
Round tables are not eligible for CPE credit.
- Jacob Schroeder CEO , Ascend Consulting
- Amy Walker CPA and founder , Walker Agency
- Beth Melcher Owner and founder , MoneyFit
Share the wealth: Turn bookkeeping tasks into advisory topics
November 04, 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.
QuickBooks Online tips and tricks for expert users
November 04, 1:00 PM – 1:55 PM ET
In this session, users will learn tips and tricks to use QuickBooks Online 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.
- Kristen Nies Ciraldo Founder , The Friday Guide
- Susan Pruskin President , Susan Pruskin Consulting
Round table: Connecting price and the ideal customer
November 04, 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 round table and look behind the theories and into the heart of pricing, and discuss what successfully motivates price and what doesn't.
Round tables are not eligible for CPE credit.
Using technology to document and manage your workflow
November 04, 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: The client discovery journey from consult to contract
November 04, 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.
This session is eligible for 1 CPE credit.
Attracting new customers through new services
November 04, 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.
- Matthew Fulton Founder , Parkway Business Solutions
- Alexis Sadler Chief Inspiration Officer , Accounting Therapy, Inc.
Round table: QuickBooks tricks and optimizations
November 04, 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!
Round tables are not eligible for CPE credit.
Workshop: Build a workflow management system for your firm
November 04, 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.
Participation is limited and first-come, first-serve. This session is eligible for 1 CPE credit.
Workshop: Visualize and manifest success
November 04, 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”—personally and professionally. 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.
ConnectFest: Day 2
November 04, 3:00 PM – 4:00 PM ET
Enjoy a high-energy musical performance to close out the day.
ConnectFest is not eligible for CPE credit.
Why Attend?
QuickBooks Connect brings our diverse community together under one virtual "roof." See what past attendees had to say about the event.
The whole idea behind a virtual QuickBooks Connect is great! There is so much to learn and so many qualified speakers and sessions.
QuickBooks Connect was uplifting. It felt like I was part of something even though it was a virtual event!
I liked QuickBooks Connect because it showed me what QuickBooks Online can really offer, as well as the apps that I can merge with it as my business grows.
QuickBooks Connect is a global event series that brings together accounting professionals, small businesses and self-employed individuals, and the ecosystem that surrounds them. In light of the COVID-19 pandemic, we are currently virtual only until further notice.
Currently we’re providing all online content, including virtual events, free of charge.
That depends on which content you watch. During a live QuickBooks Connect virtual event, select sessions are eligible for CPE credits, as identified in the event agenda. For sessions viewed on-demand or throughout the year, we do not offer CPEs credits. A certificate will be emailed to participants within four weeks post-event. For further questions, reach out to support@quickbooksconnect.com.
Feel free to drop us a note at support@quickbooksconnect.com. We’ll respond as quickly as possible.
Intuit’s Operating Values, policies, and this Code apply anytime and anywhere Intuit is conducting business, including virtual events. Learn more about Intuit’s Code of Conduct & Ethics and our general terms & conditions.
Terms & Conditions
By registering for the QuickBooks Connect event and participating in event activities, such as polls, trivia and/or networking (collectively the “Event”), I hereby agree to release and hold harmless Intuit, Inc. (“Event Host”), its employees, vendors, agents, and contractors from any and all alleged and/or actual liability, claims, actions, lawsuits, damages, or losses, of any kind (“Claim”) which arise out of or result from my registration, attendance at, and/or involvement in the Event.
I understand that Event Host or its authorized representatives may conduct interviews and may capture photos and/or videos during the Event.
I hereby grant to the Event Host and its authorized representative the absolute right and permission to use my name, likeness, biographical information, voice, content of any interview, image and/or photograph and any other indicia of persona (“Persona”) or to refrain from doing so, in any manner or media whether existing now or hereinafter developed (including without limitation the World Wide Web and the Internet), worldwide, for trade, advertising and/or promotional purposes.
I agree I shall have no rights of review or approval, no Claim to compensation, and no Claim arising out of or resulting from the use, alteration, blurring, distortion or illusionary effect (whether intentional or otherwise) or use in any composite form of my Persona and agree to release and hold Event Host and its authorized representatives harmless for any and all such use(s).
I understand that information I have provided may be used to distribute any available event materials via postal or email and to be shared with Intuit’s trusted service providers who provide Event virtual or web-enabled functionality experience, and that I am responsible for updating my profile preference (e.g., name, company, job title). I understand I can also cancel my registration at any time.
I understand that Intuit, in its sole discretion, may make networking chat (“Chat”) functionality available from the Event platform. Such Chat functionality allows registered attendees to create and display a profile in the Event directory and to chat with an attendee and/or group during the Event. Chat is optional and it is the attendee’s choice to use and/or accept (or block) invitations sent by Event attendees. By using Chat, the platform allows Event attendees to view each other’s profile. I understand that I am responsible for my profile content, and acknowledge that any content of individual and/or group chat is not moderated by Intuit. Any misuse and/or inappropriate behavior in Chat may be grounds for account deletion. I agree that Intuit may use my email address to send Event updates, invitations to offers and promotions (e.g., drawings or giveaways), and survey evaluations. Intuit may also use my email address to send marketing-related messages and invitations to future Intuit events.
Furthermore, I agree to comply with Intuit policy that attendee information made available to me pre/during/post event will not be used by me for any marketing purposes; and that Intuit may, in its sole discretion:
- Reserves the right to deny attendance or registration to any individual or entity for any reason;
- Close Event registration earlier than the posted deadline; and
- Change the Event program day and time.
Yes, we provide closed captioning for all event programming and online content. Please contact support@quickbooksconnect.com if you have questions or require additional services.
Terms & Conditions
By registering for the QuickBooks Connect event (“event”), I hereby agree to release and hold harmless Intuit, Inc. (“Event Host”), its employees, vendors, agents, and contractors from any and all alleged and/or actual liability, claims, actions, lawsuits, damages, or losses, of any kind (“claim”) which arise out of or result from my attendance at and participation in the event. I understand that Event Host or its authorized representatives may conduct interviews and may capture photos and/or videos during the Event. I hereby grant to the Event Host and its authorized representative the absolute right and permission to use my name, likeness, biographical information, voice, content of any interview, image and/or photograph and any other indicia of persona (“Persona”) or to refrain from doing so, in any manner or media whether existing now or hereinafter developed (including without limitation the World Wide Web and the Internet), worldwide, for trade, advertising and/or promotional purposes. I agree I shall have no rights of review or approval, no Claim to compensation, and no Claim arising out of or resulting from the use, alteration, blurring, distortion or illusionary effect (whether intentional or otherwise) or use in any composite form of my Persona and agree to release and hold Event Host and its authorized representatives harmless for any and all such use(s). Event registration is subject to availability and may close earlier than the posted deadline, as determined in our sole discretion. We may also change the Event program at any time in our sole discretion. Please note: Intuit reserves the right to deny attendance or registration to any individual or entity for any reason, in Intuit’s sole discretion, including a failure to meet Intuit’s Code of Conduct.