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.
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.
Cat Anderson
Alison Ball
Monte Barnard
Jason Blumer
Julia Borquez
Stephen Brown
Ted Callahan
Nayo Carter-Gray
Alex Chriss
Jill Chun
Brian Clare
Colin Cloud
Keith Crowther
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
Jessica Hidalgo
Michael Hitchcock
Troy Howard
Esther Friedberg Karp
Alicia Katz Pollock
Eve Lacivita
Josh Lance
Paul Lodder
Kieran Lotze
Taylor Lungren
Michael Ly
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
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
Erin Walsh Dyer
Leah Wetzel
Brandon Whitecar
Dana Wiggin
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 01, 12:00 AM – 12:00 AM ET
Access your funds instantly regardless of how your customers pay — ACH, credit/debit card, or paper check. Join this product demo to learn how to automatically allocate your incoming payments for various purposes, including taxes, payroll, owners compensation, and more. Use your funds your own way, whether it be paying bills or spending using Apple Pay, Google Pay, or debit card.
- Keith Crowther Product Manager , QuickBooks Commerce
QuickBooks Commerce: Navigating challenges for growing omnichannel sellers
January 01, 12:00 AM – 12:00 AM ET
From adding new sales channels and team members to managing complex payouts from Amazon to collecting credit card payments from wholesale customers through a B2B eCommerce platform, this product demo will teach you how to navigate the ever-growing challenges for omnichannel sellers.
- Madhumita Tayade Senior Product Manager , QuickBooks Desktop
QuickBooks Desktop: Accomplish more, faster
January 01, 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: Bringing in your data automatically
January 01, 12:00 AM – 12:00 AM ET
Learn how Intuit is working with strategic partners to save you time and bring in your data automatically through Intuit-built apps. Join this product demo for a walk through of Connect and Square, and discuss future integrations like eBay Payments and PayPal.
- Troy Howard Product Manager , QuickBooks Online Invoicing
QuickBooks Invoicing: How to get paid
January 01, 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: Your end-to-end bookkeeping workflow
January 01, 12:00 AM – 12:00 AM ET
Join this product demo to learn how QuickBooks Online Accountant has improved. Learn about two new steps that complete the end-to-end bookkeeping workflow and 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 01, 12:00 AM – 12:00 AM ET
Learn how QuickBooks Advanced connects the complex ecosystem it takes to run a mid-market business. During this product demo, you’ll explore features like the performance center KPI insights, custom reports, multi-company reporting with spreadsheet data sync, tasks, custom workflows, employee expense management, and more.
- Michael Hitchcock Director, Product Management , QuickBooks Online
QuickBooks Online: From business to books in minutes
January 01, 12:00 AM – 12:00 AM ET
You don’t have time to learn new apps, so let QuickBooks Online learn your business instead. During this product demo, discover how to eliminate work, make bookkeeping effortless, do more on the go, and help find deductions.
- Jessica Hidalgo Group Product Manager , QuickBooks Online Payroll
QuickBooks Online Payroll: Modern payroll for the modern workforce
January 01, 12:00 AM – 12:00 AM ET
Small businesses need modern payroll services that minimize work and maximize confidence, so they can focus on taking care of their teams. Learn how QuickBooks Online Payroll leverages AI-driven automation for seamless, yet flexible payroll setup, employee onboarding, ongoing payroll runs, and tax payments/filings.
- Eve Lacivita Principal Product Manager , QuickBooks Time
QuickBooks Time: Managing time and work with remote teams
January 01, 12:00 AM – 12:00 AM ET
Set up your remote team for success with time management and project collaboration. Join this product demo to learn how to effortlessly convert time and work to money with billing and job costing.
Go to agenda page card
November 03, 12:00 AM – 12:00 AM ET
- Trinity Mouzon Wofford Co-founder and CEO , Golde
- Maria Palacio CEO , Progeny Coffee
- John Trabelsi Co-founder , Progeny Coffee
- Jesse Gonzalez Business Development Manager , Progeny Coffee
Power Pairings: Energize your morning routine
November 03, 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 03, 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.
- Stev Rubio Senior Partner Development Manager , Intuit
- Julia Borquez Partner Development Manager , Intuit
- Jamie Delveccio Senior Partner Manager , Intuit
- Dana Wiggin Senior Partner Development Manager , Intuit
QuickBooks Solution Provider program: Paths to prosperity
November 03, 10:00 AM – 10:55 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 eligible for 1 credit of CPE.
Opening remarks
November 03, 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 03, 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
- Rania Succar SVP, QuickBooks Money Platform , Intuit QuickBooks
- Laurent Sellier VP, QuickBooks Online Payroll and Time Tracking , Intuit QuickBooks
- Kelly Vincent VP, Mid-Market Segment Leader , Intuit QuickBooks
Welcome keynote
November 03, 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.
Take care of business anywhere
November 03, 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.
The cash flow advantage
November 03, 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 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.
Get more customers with Mailchimp & QuickBooks
November 03, 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.
Managing a modern workforce
November 03, 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.
Operate your business at scale
November 03, 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.
- 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 03, 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 03, 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 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.
QuickBooks Online: The solution that grows with your business
November 03, 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.
- 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
Roundtable: Fostering camaraderie and managing remote teams
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. 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.
Roundtables 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.
- Sam Mayer Senior Marketing Manager , DocuSign
- Brandon Whitecar Director of Customer Success , Fishbowl
- Clayton Goodhue Senior Manager, Emerging Business , Avalara
- Cat Anderson Content designer , NEXT Insurance
Partner demos: Avalara, DocuSign, Fishbowl, NEXT | AP Intego
November 03, 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.
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
- 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 Lungren Director of Marketing and Influencer Strategy , Accounting Therapy, Inc.
Roundtable: Back office and budgeting
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. 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.
Roundtables 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 not eligible for CPE credit.
- Sabrina Parsons CEO , Palo Alto Software
- Jonathon Fishman Founder and CEO , LeanLaw
- Kieran Lotze North American account executive , Syft Analytics
Partner demos: LeanLaw, LivePlan, Syft Analytics
November 03, 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.
- Anna Ready Founder , Accrew
- Martha Yasso Principal , Yasso Bookkeeping Solutions
Roundtable: Balance sheets, cash flow, and P&Ls
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 roundtable will explore what your reporting can tell you, and how to get more of what you need from your business' QuickBooks data.
Roundtables are not eligible for CPE credit.
Using QuickBooks Online Payroll to support your growing 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 – 3:30 PM ET
Enjoy a high-energy musical performance to close out the day.
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 03, 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 04, 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.
- Trinity Mouzon Wofford Co-founder and CEO , Golde
- Maria Palacio CEO , Progeny Coffee
- John Trabelsi Co-founder , Progeny Coffee
- Jesse Gonzalez Business Development Manager , Progeny Coffee
Power Pairings: Energize your morning routine
November 04, 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.
- Ted Callahan Director, 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.
Main Stage keynote
November 04, 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 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.
QuickBooks Online tips and tricks for expert users
November 04, 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.
- Richard Roppa-Roberts Founder , Roundtable Labs and Quasar Cowboy
- Kelly Gonsalves Founder , Totally Booked
- Kristen Nies Ciraldo Founder , The Friday Guide
Roundtable: 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 roundtable, discuss how to ensure that the newest among us have access to an enduring sense of support through mentorship.
Roundtables 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.
- Josh Lance Head of Accounting , Practice Ignition
- Laura Redmond CEO , Redmond Accounting Inc
- Jennie Moore Head of Accounting , Practice Ignition
- Monte Barnard Podcast host , Expensify
- Pete Potsos Strategic Account Manager , Bill.com
Simple steps to creating a strong business
November 04, 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 04, 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 practice with Mailchimp
November 04, 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 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 roundtable and look behind the theories and into the heart of pricing, and discuss what successfully motivates price and what doesn't.
Roundtables are not eligible for CPE credit.
- Liz Scott CEO , Accounting Lifeline
- Sabrina Parsons CEO , Palo Alto Software
- Paul Lodder Domain Product Expert , Dext
The new normal: Getting your finances back on track
November 04, 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 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.
- Darren Root Creative Director , Rootworks
- John Mitchell Chief Brand Officer , Rootworks
Curating your business: Make your company a work of art
November 04, 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.
- Monique Swansen Founder and CEO , Automated Accounting Services and Accounting for Green
- Stephen Brown COO , LedgerGurus
- Brian Clare Partner , Blueprint Accounting, Inc.
Deep dive app review
November 04, 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
- Megan Morelli Senior new partner consultant , Dext
- Josh Lance Head of Accounting , Practice Ignition
Partner demos: Bill.com, Dext, Practice Ignition
November 04, 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 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!
Roundtables are not eligible for CPE credit.
The strong-minded client: Encouraging clients to listen and change
November 04, 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 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 not eligible for 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.” 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 – 3:30 PM ET
Enjoy a high-energy musical performance to close out the day.
ConnectFest is not eligible for CPE credit.
Our partners
We only work with the best. Find solutions to your business challenges from this list of cutting-edge apps, services, and products.
Click on each logo to learn more about our partners.
Avalara
A leading provider of cloud-based tax compliance automation solutions.
Bill.com
A leading provider of cloud-based software that automates, connects and streamlines back-office financial processes for small and mid-sized businesses.