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.
Speakers that empower and inspire
Our lineup of speakers will spark conversation, celebrate accomplishments, and help you own what’s next — whatever next means to you.
Cat Anderson
Gina Avila
Alison Ball
Monte Barnard
Kristen Bell
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.”
Robina Bennion
Jason Blumer
Julia Borquez
Stephen Brown
Ted Callahan
Nayo Carter-Gray
Brad Celmaninis
Alex Chriss
Jill Chun
Brian Clare
Colin Cloud
Keith Crowther
Dan DeLong
Jamie Delveccio
Cassie Divine
Jamee Dunn
Ingrid Edstrom
Ryan Embree
Jonathon Fishman
Nate Flake
Matthew Fulton
Hector Garcia
Nitin Garg
Lisa Goldman
Kelly Gonsalves
Jesse Gonzalez
Clayton Goodhue
Carla Hall
Jessica Hidalgo
Michael Hitchcock
Troy Howard
Esther Friedberg Karp
Alicia Katz Pollock
Eve Lacivita
Josh Lance
Paul Lodder
Michelle Long
Kieran Lotze
Taylor Lungren
Michael Ly
Gina Madson
Kelly Maher
Angela Main Roberts
Brittany Malidore
Mariette Martinez
Sam Mayer
Beth Melcher
Jamal Miller
Ariege Misherghi
John Mitchell
Jennie Moore
Megan Morelli
Trinity Mouzon Wofford
Raja Muthuraman
Kristen Nies Ciraldo
Ufuoma Ogaga
Maria Palacio
Sabrina Parsons
Pete Potsos
Susan Pruskin
Anna Ready
Laura Redmond
Darren Root
Richard Roppa-Roberts
Brandon Roth
Stev Rubio
Alexis Sadler
Heather Satterley, CPA, MSI
Cindy Schroeder
Jacob Schroeder
Tonya Schulte
Liz Scott
Laurent Sellier
Jay Shetty
Rania Succar
Brady Suggs
Monique Swansen
Megan Tarnow
Madhumita Tayade
John Trabelsi
Vanessa Vasquez
Kelly Vincent
Amy Walker
Andrew Wall
Erin Walsh Dyer
Leah Wetzel
Brandon Whitecar
Kaitlyn Wilchynski
Jenny Williams
Joe Woodard
Martha Yasso
- Raja Muthuraman Principal Product Manager, QuickBooks Cash
QuickBooks Cash: All-in-one banking for small businesses
January 1, 12:00 AM – 12:00 AM ET
Access your funds instantly regardless of how your customers pay — ACH, credit/debit card, or check. Automatically allocate upcoming payments, including taxes, payroll, and more.
- Keith Crowther Product Manager, QuickBooks Commerce
QuickBooks Commerce: Navigating challenges for growing omnichannel sellers
January 1, 12:00 AM – 12:00 AM ET
Learn how to add new sales channels and team members, manage complex payouts from Amazon, and collect credit card payments through a B2B eCommerce platform.
- Madhumita Tayade Senior Product Manager, QuickBooks Desktop
QuickBooks Desktop: Accomplish more, faster
January 1, 12:00 AM – 12:00 AM ET
Run your business more efficiently with money management, data sync, and speed improvement. Join this product demo to learn how to retain oversight and financial control, while making moves with your money.
- Kaitlyn Wilchynski Product Manager, QuickBooks Online
QuickBooks Integrations: Automate your data
January 1, 12:00 AM – 12:00 AM ET
Learn how Intuit is building apps alongside strategic partners to bring in your data automatically. We’ll cover Connect and Square, as well as future integrations with eBay and PayPal.
- Troy Howard Product Manager, QuickBooks Online Invoicing
QuickBooks Invoicing: How to get paid
January 1, 12:00 AM – 12:00 AM ET
From an estimate to payday, learn how QuickBooks Invoicing helps business owners get paid faster during this product demo.
- Leah Wetzel Product Manager, QuickBooks Online Accountant
QuickBooks Online Accountant: Books review
January 1, 12:00 AM – 12:00 AM ET
Learn about two new steps that complete the end-to-end bookkeeping workflow, reimagine how to collaborate with clients, and capture missing information.
- Jenny Williams Design Strategist, QuickBooks Advanced
QuickBooks Online Advanced: Operate your business at scale
January 1, 12:00 AM – 12:00 AM ET
Learn how QuickBooks Advanced connects the complex ecosystem it takes to run a mid-market business. Explore KPI insights, custom reports, multi-company reporting, and more.
- Michael Hitchcock Director, Product Management, QuickBooks Online
QuickBooks Online: From business to books in minutes
January 1, 12:00 AM – 12:00 AM ET
During this product demo, discover how to eliminate work, make bookkeeping effortless and do more anywhere.
- Jessica Hidalgo Group Product Manager, QuickBooks Online Payroll
QuickBooks Online Payroll: Payroll for the modern workforce
January 1, 12:00 AM – 12:00 AM ET
Learn how QuickBooks Online Payroll leverages AI-driven automation for a seamless and flexible payroll setup that minimizes work and maximizes confidence
- Eve Lacivita Principal Product Manager, QuickBooks Time
QuickBooks Time: Managing remote teams
January 1, 12:00 AM – 12:00 AM ET
Set up your remote team for success with time management and project collaboration. Learn how to effortlessly convert time and work to money with billing and job costing.
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October 25, 10:00 AM – 11:00 PM ET
QuickBooks Connect 2021 - Event attendance tracker
November 3, 12:00 AM – 12:00 AM ET
- 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
Power Pairings: Energize your morning routine
November 3, 7:00 AM – 7:15 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.
- Lisa Goldman Certified Zentangle Teacher
- Kelly Maher Owner, Kelly Maher Acupuncture and Wellness
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, penicil, and blank sheet of paper for the best doodling experience.
This session is not eligible for CPE credit.
MeetUp: Black accountant community
November 3, 10:00 AM – 10:45 AM ET
This MeetUp will be a place where Black accountants and bookkeepers can congregate to feel connected to the accounting community. Not only will the color of your skin be celebrated, but the discussion of numbers is welcomed!
Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit.
MeetUp: Bookkeeping Buds with Cindy
November 3, 10:00 AM – 10:45 AM ET
Are you looking to meet other bookkeepers that know your language? Do you wish you didn’t have to run your business on your own? Are you looking to get started running a bookkeeping business? Join this MeetUp to connect with some amazing bookkeepers, get the answers to your questions, and discuss best practices for running a firm.
Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit.
- Gina Madson Senior Marketing Manager, Global Demand Center, Partner Programs, Intuit
MeetUp: QuickBooks Solution Providers
November 3, 10:00 AM – 10:45 AM ET
Join Gina Madson to discuss best practices in the channel marketing space. Hear from your peers, share some of your recent wins, and get to know your fellow Intuit channel partners as we informally connect and collaborate.
Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit.
- Robina Bennion Founder, Robina Bennion LLC
- Mariette Martinez Educator, MasterYourBooks
MeetUp: Women entrepreneurs share what’s next
November 3, 10:00 AM – 10:45 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.
Opening remarks
November 3, 11:00 AM – 11:10 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.
QuickBooks Innovation Spotlights
November 3, 11:00 AM – 11:35 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.
- Alex Chriss EVP and GM, Intuit QuickBooks
- Cassie Divine SVP, QuickBooks Online Platform, Intuit QuickBooks
- Laurent Sellier VP, QuickBooks Online Payroll and Time Tracking, Intuit QuickBooks
- Rania Succar SVP, QuickBooks Money Platform, Intuit QuickBooks
- Kelly Vincent VP, Mid-Market Segment Leader, 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.
- 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.
- 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.
QuickBooks Innovation Spotlights
November 3, 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
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.
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.
- 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.
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.
- 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.
Avalara is a leading provider of cloud-based tax compliance automation solutions.
DocuSign helps organizations connect and automate agreements on any device, anywhere, anytime.
Fishbowl is the top manufacturing and warehouse inventory management software for QuickBooks users.
NEXT | AP Intego is a fast-growing digital “insurtech” insurance agency for small businesses.
This session is not eligible for CPE credit.
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.
- 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.
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.
- 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.
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.
- 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.
LeanLaw provides legal billing software for small to mid-sized law firms.
LivePlan simplifies planning, budgeting, forecasting, and performance tracking for small businesses.
Syft Analytics helps businesses make better decisions using their financial data.
This session is not eligible for CPE credit.
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.
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.
ConnectFest: The Suffers
November 3, 3:00 PM – 3:30 PM ET
Close out the day with The Suffers — an eight-piece band from Houston, Texas that exploded onto the music scene in 2015. Expect a heaping dose of soul, a dash of reggae, a splash of jazz, a pinch of salsa, a hint of rock 'n' roll, and a dollop of hip hop and funk.
ConnectFest is not eligible for CPE credit.
- 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.
This session is brought to you by Avalara. To learn more, please visit the partner page.
This session is not eligible for CPE credit.
- Lisa Goldman Certified Zentangle Teacher
- Kelly Maher Owner, Kelly Maher Acupuncture and Wellness
Power Pairings: Take a moment for yourself
November 4, 7:00 AM – 7:15 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, penicil, and blank sheet of paper for the best doodling experience.
This session is not eligible for CPE credit.
- 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
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.
- Heather Satterley, CPA, MSI Owner, Satterley Training & Consulting
- Liz Scott CEO, Accounting Lifeline
MeetUp: ‘Appy Hour with Liz and Heather
November 4, 10:00 AM – 10:45 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.
MeetUp: Connect with Hector Garcia
November 4, 10:00 AM – 10:45 AM ET
Hector is a QuickBooks Online and QuickBooksEnterprise expert, accountant, and business advisor. In this MeetUp, ask Hector any accounting, QuickBooks, tax, or small business related questions — he will answer as candidly as possible.
Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit.
- Brad Celmaninis President, Brad Celmainis Accounting Solutions
- Andrew Wall Managing Partner, CPA4IT Professional Corporation
MeetUp: Friday Night Live Crew
November 4, 10:00 AM – 10:45 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.
MeetUp: Power Hour with Michelle and Dan
November 4, 10:00 AM – 10:45 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.
- Ted Callahan Director, Accountant Segment Leader, Intuit QuickBooks
- Ariege Misherghi VP, Expert Segment Leader, Intuit QuickBooks
Accountant keynote
November 4, 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.
Main Stage keynote
November 4, 11:30 AM – 12:00 PM ET
Best-selling author Jay Shetty delivers a Main Stage keynote designed to inspire and uplift.
This session is not eligible for CPE credit.
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.
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.
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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
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: 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.
This session is eligible for 1 CPE credit.
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.
- 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.
- 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.
- 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.
Bill.com simplifies, digitizes and automates back-office financial processes. Dext automatically fetches, categorizes and publishes client data for accounting professionals. Practice Ignition combines proposals, contracts, and client payment details into one smart document.
This session is not eligible for CPE credit.
- 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.
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: 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: 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.
ConnectFest: Freestyle Love Supreme Academy
November 4, 3:00 PM – 3:30 PM ET
Enjoy a high-energy musical performance by FLS Academy to close out QuickBooks Connect! The group was founded by cast members of the hit Broadway show Freestyle Love Supreme, started by Lin-Manuel Miranda and Anthony Veneziale. This act will call for audience participation — use the chat to communicate with the performers for a truly interactive performance.
ConnectFest is not eligible for CPE credit.
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.