Agenda 2018

Get the presentations of last year’s sessions. Simply click on the session and download the materials from the link.

Accountant Day

Kick off this year’s event with a day designed just for accounting professionals, complete with sessions, industry speakers, and more.

7:30–10:00 am
Registration and Breakfast
9:00–10:40 am

CPA Credits: 2



Best for: Accountants, Large Accounting Firms
Location: Main Stage
CPE Hours: 2
10:40–11:00 am
Break
11:00 am–12:00 pm
Breakout Sessions

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

In this session, you'll learn valuable tips on how to work with those who are self-employed. Discover how to connect with members of the gig economy, and how to identify the unique needs and opportunities within the market. You'll also receive an introduction to three powerful tools to help you and your self-employed clients in sync: QuickBooks Self-Employed + QuickBooks Online Accountant, and ProConnect Tax Online.

Best for: Accountants
Speakers: Mariette Martinez
Location: LL21 CD
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

Repeat Session

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As an accounting professional, how do you stand out from the crowd and attract clients who know your worth (and are willing to pay for it)? Become a Ninja Warrior. Ninja Warriors are experts at completing seemingly impossible obstacle courses, and you can do it, too. Learn real-life strategies from a cloud accounting business to help you conquer challenges, acquire premium clients, position yourself as an expert, and get paid what you're worth.

Best for: Accountants
Speakers: Veronica Wasek
Location: 210 D
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

Do your clients need to track time and have it flow through to QuickBooks Online and Payroll at the same time? And what about calculating direct labor for job costing? Come and learn how the 1-2-3 punch of QBO, QBO Payroll, and TSheets can be a powerful combination to save a LOT of time while maintaining control and creating awesome reporting capability.

Best for: Accountants
Speakers: MB Raimondi
Location: 210 B
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

Landing a new client is always exciting, but it can be overwhelming, too. The first few months of a new client relationship is an important time to build trust and confidence through a seamless onboarding experience. How do you get the information you need, engage your team, and make sure nothing falls through the cracks to ensure a smooth start? This session will cover essential best practices for new client assessments and onboarding.

Best for: Accountants
Speakers: Brittany Brown
Location: LL20 A
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

Potential clients have many choices when looking for an accounting professional. So how do you make yourself stand out in a sea of competitors all offering similar services? Lowering your costs and engaging in price wars isn't the answer! In this session, you'll learn how to leverage technology to create innovative solutions that your competition can't match. Explore the foundations of creating a marketing strategy that will grow your practice for years to come.

Best for: Accountants
Speakers: Kacee Johnson
Location: LL21 AB
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

Repeat Session

See Powerpoint presentation

Accounting for eCommerce clients takes a special set of skills. In this session, you'll learn how to use QBO and apps effectively, how moving data and using an import tool can increase efficiency, tips and tricks around simplifying Chart of Accounts setup, and much more.

Best for: Accountants
Speakers: Seth David
Location: 210 A
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

Self-esteem is the reputation we acquire with ourselves, and low self-esteem can lead professionals to question the value of the services they provide. Before you can charge a premium price, you first have to believe that you're worth it. In this session, you'll discover the six pillars of self-esteem, explore the link between pricing and self-confidence, and learn how you can improve your self-esteem in order to fully enjoy the rewards of all your hard work.

Best for: Accountants
Speakers: Ron Baker
Location: LL20 CD
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

Repeat Session

See Powerpoint presentation

See supplemental material

Learn about the important implications of recently passed tax reform legislation that will affect accountants, bookkeepers, and your clients. You'll leave with the knowledge needed to make changes in your accounting processes to support tax preparation, including planning activities that must take place before year end.

Best for: Accountants
Speakers: Jim Buffington, Mike D'Avolio
Location: LL21 EF
CPE Hours: 1

Best for Large Accounting Firms.

CPA Credits: 1

For leaders of large accounting firms. New opportunities in the marketplace can be both exhilarating to pursue and challenging to tackle. Great leaders support transformation, empower change and provide guidance when obstacles block the path to success. Join us as we learn from four empowering leaders who have successfully guided their firm's transformation to the cloud.

Best for: Large Accounting Firms
Speakers: Alan Long, Jay Duke, Tony Vanorny, Yassir Karam
Location: 211
CPE Hours: 1
12:00–1:30 pm
Lunch
12:00–7:30 pm
Exhibits, Activations and Connections
12:15–1:00 pm
If you're a part of the 2000+ strong Facebook Group, or you want to be, stop by to hear Richard Roppa and Stacy Kildal talk about building a successful online community.

Best for: Accountants
Location: Pavilion, DIscovery Hall
CPE Hours: not eligible
1:30–3:10 pm
Breakout Sessions

Best for Accountants & Bookkeepers.

CPA Credits: 2

Repeat Session

See Powerpoint presentation

These days, there's an app for everything. But how do you choose the best apps for your business? In this interactive session, you'll learn how to select the right app for each job. You'll identify exactly what you need in an app, and how to organize and analyze your search results. Discover how to effectively compare similar apps to determine which one to use. You'll even learn how to map a workflow and streamline the process using apps, implementing best practices to ensure that each project is well-planned and well-executed.

Best for: Accountants
Speakers: Heather Satterley
Location: LL21 AB
CPE Hours: 2

Best for All Audiences.

Looking to take a break from breakouts? Reserve this time to connect with others, take advantage of mentoring opportunities or explore sponsor exhibits in Innovation and Discovery Halls.

Best for: All Audiences
CPE Hours: not eligible

Best for Accountants & Bookkeepers.

CPA Credits: 2

See Powerpoint presentation

Lights, camera, action! In this session, you'll learn how to create engaging and informative videos to market your professional services. We'll cover everything you need to know, including equipment, software, platforms, content strategy, and the basics of video creation.

Best for: Accountants
Speakers: Hector Garcia
Location: LL21 CD
CPE Hours: 2

Best for Accountants & Bookkeepers.

CPA Credits: 2

See Powerpoint presentation

Do you work way too hard for not enough money? Most accounting professionals do, and it's often because their pricing is too low. So how do you raise your prices with existing clients without losing them? Discover powerful, proven reframing strategies that will help your clients focus on your value instead of your price change. You'll learn how to introduce new pricing while avoiding client shock, and leave with tools to help you increase your average price by 20% all without losing your clients.

Best for: Accountants
Speakers: Mark Wickersham
Location: LL20 CD
CPE Hours: 2

Best for Accountants & Bookkeepers.

CPA Credits: 2

See Powerpoint presentation

In today's hyper-competitive world, it can be tempting to overextend yourself in order to stand out and gain influence. But there's a better way, and it starts with what's inside of you. By clarifying who you are and what you value, you can work smarter, not harder. This strategic, inside-out approach to increasing your influence will provide a clear strategy to shape how you show up in the professional world through writing, speaking, and personal style.

Best for: Accountants
Speakers: Nancy Buffington, Stacy Ennis, Laura Tully, Abbey Louie
Location: 210 D
CPE Hours: 2

Best for Accountants & Bookkeepers.

CPA Credits: 2

See Powerpoint presentation

Everyone knows that marketing is an essential part of doing businessbut it can be hard to find the time needed to craft marketing content that will leave an impact. In this session, leading small business advisor and social media influencer Carl Reader will teach you how to make 30 minutes of marketing effort last a lifetime. Learn how to make a single piece of content go viral online and even make it to national-level print publications.

Best for: Accountants
Speakers: Carl Reader
Location: LL21 EF
CPE Hours: 2

Best for Accountants & Bookkeepers.

CPA Credits: 2

See Powerpoint presentation

If you havent explored the new Practice Management tools including Work, Client Requests, and Documents inside QuickBooks Online Accountant yet, this is the session for you! Discover how to streamline your firm's workflow without having to use a variety of disconnected tools. Now, everything is in QuickBooks Online Accountant. Learn how this free tool makes it easier than ever to manage your clients, your team, and your work - all in one place.

Best for: Accountants
Speakers: Alicia Katz Pollock
Location: LL20 A
CPE Hours: 2

Best for Accountants & Bookkeepers.

CPA Credits: 2

See Powerpoint presentation

It's no surprise that the first few months of a new client relationship are the most important in determining whether a client is won or lost. Having an intentional onboarding process in place is key to forming positive, long-term client relationships and increasing revenue. In this session, you'll learn how to create a systematic onboarding process, and establish clear expectations for your team and your client. You'll also observe a live role play of what this process can look like with a client.

Best for: Accountants
Speakers: Zach Cochran
Location: 210 A
CPE Hours: 2

Best for Accountants & Bookkeepers.

CPA Credits: 2

See Powerpoint presentation

Learn how features within Intuit ProConnect Tax Online can help you save time on tax preparation, from using the Tax Planner to prepare your individual clients for tax reform, to leveraging the integrated client portal to save time on data collection.

Best for: Accountants
Speakers: Brady Suggs
Location: 210 B
CPE Hours: 2

Best for Large Accounting Firms.

See Powerpoint presentation

For leaders of large accounting firms. We heard you loud and clear. Youre an accountant, a CPA, a leader, but not a sales person. You've built service packages and figured out the value billing model for your firm. But having the conversation with your clients is intimidating. You need help. Join us for Accountant Sales 101 and walk away confident in your approach and with a training guide to share with your firm. Everyone should be confident share the value of your firm's offerings.

Best for: Large Accounting Firms
Speakers: Levi Morehouse
Location: 211
CPE Hours: 1
3:10–3:30 pm
Break
3:30–4:30 pm
Breakout Sessions

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

Todays future-ready firms are operating at the intersection of user experience, technology and business. But what does that really mean? Discover how using technology can transform your firms business model, culture, and operations. You'll walk away with a clear vision of how to totally transform your firmand your life.

Best for: Accountants
Speakers: Jody Padar
Location: LL20 CD
CPE Hours: 1

Best for All Audiences.

Looking to take a break from breakouts? Reserve this time to connect with others, take advantage of mentoring opportunities or explore sponsor exhibits in Innovation and Discovery Halls.

Best for: All Audiences
CPE Hours: not eligible

Best for Accountants & Bookkeepers.

CPA Credits: 1

Repeat Session

See Powerpoint presentation

Accounting for eCommerce clients takes a special set of skills. In this session, you'll learn how to use QBO and apps effectively, how moving data and using an import tool can increase efficiency, tips and tricks around simplifying Chart of Accounts setup, and much more.

Best for: Accountants
Speakers: Seth David
Location: 210 A
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

In this session, you'll uncover all you need to know about blockchain technology and it's impact on accounting. Learn blockchain basics, including how it works, the technology's strengths and weaknesses, and the positive impact it can have on your day-to-day work. You'll be able to ask questions throughout the session, and leave knowing the difference between blockchain and Bitcoin.

Best for: Accountants
Speakers: Aynsley Damery
Location: LL21 EF
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

Imagine this: You're a successful accounting professional who's built the business you've always dreamed ofone that affords you the lifestyle you want, all by helping others. Intrigued? In this session, you'll learn about four distinct income types you can generate as an accountant or bookkeeper, and how to establish the right "mix" for success. You'll leave with practical, experience based insights to help you discover new revenue streams and track your key income metrics.

Best for: Accountants
Speakers: Clayton Oates
Location: LL21 AB
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

Everyone is talking about the need for accountants to become consultantsbut how? In this session, you'll observe a live demonstration of how consulting works with a client. You'll learn valuable consulting tools, and see their positive impact when properly applied. You'll leave this session with new consulting skills, as well as tips for leveraging your existing knowledge.

Best for: Accountants
Speakers: Geni Whitehouse
Location: LL21 CD
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

Repeat Session

See Powerpoint presentation

As a firm owner, you can face some pretty tough challenges. How can you identify potential road blocks with so many constant distractions? Between everyday life, your team, your business model, and more, it can be hard to focus. Join this interactive session where you'll learn to overcome distractions so you can increase focus and grow your firm.

Best for: Accountants
Speakers: Jason Blumer
Location: LL20 A
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

The best way to learn more about your client and their goals is by asking WHY. In this session, you'll learn helpful techniques to engage in client dialogue through role-playing exercises. Laugh and study the field of improv comedy to overcome your fear and build self-confidence. Understand the best way to start a conversation, make an effective transition, and ensure you address the customer's concernsall while having fun!

Best for: Accountants
Speakers: Kirk Bowman
Location: 210 D
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

Repeat Session

See Powerpoint presentation

See supplemental material

In this session, you'll learn how to use tax planning to grow your business. Whether you're a seasoned tax prep specialist or a bookkeeper who may not file the final return, this course can help you introduce tax planning into your business and understand the new tax law. You'll also become familiar with available tax deductions.

Best for: Accountants
Speakers: Debbie Kilsheimer
Location: 210 B
CPE Hours: 1

Best for Large Accounting Firms.

CPA Credits: 1

See Powerpoint presentation

See Powerpoint presentation

For leaders of large accounting firms.Numbers and data always outline the start of a great story. Using them as a starting point you can reach out to the team and your customers to provide the narrative and uncover opportunities to improve the process and experience for all stakeholders. Learn how one firm dramatically improved their client and staff experience while significantly improving profitability of the accounting service practice.

Best for: Large Accounting Firms
Location: 211
CPE Hours: 1
4:30–4:50 pm
Break
4:50–5:50 pm
Breakout Sessions

Best for All Audiences.

Looking to take a break from breakouts? Reserve this time to connect with others, take advantage of mentoring opportunities or explore sponsor exhibits in Innovation and Discovery Halls.

Best for: All Audiences
CPE Hours: not eligible

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

When it comes to blockchain assets, accounting and audit standards are constantly evolving. This, coupled with advancements in technology and the explosive growth of various coins and tokens, makes blockchain even more difficult to navigate.Learn the basics of accounting for cryptocurrencies, as well as financial accountability around blockchain-based assets, and identify the technology and policies that can help you start to address your accounting challenges.

Best for: Accountants
Speakers: Matthew May
Location: 210 A
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

Culture isn't just about the office vibeit's the beliefs and behaviors that form the foundation of your firm. Culture is crucial to every level of business, including technology, leadership, human relationships and security. For those looking to build a modern firm, culture is everything. Learn how to assess and improve the culture of your firm to increase efficiency, attract ideal clients, and retain top staff.

Best for: Accountants
Speakers: Darren Root
Location: LL21 AB
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

Accounting professionals are never truly "task-free": Our lives are filled with project deadlines, unfinished tasks, to-do lists, and constant requests from clients, employees, and vendors. In this session, you'll learn strategies for taming task overload and turning responses into intentional, thoughtful, and highly effective actions in your practiceand your life.

Best for: Accountants
Speakers: Joe Woodard
Location: LL21 EF
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

Referrals from existing clients are the #1 source of new clients for accounting professionals, and are a key component of growth and success for many businesses. In this session, you'll identify referral sources, learn tips for developing referral relationships, discover referral best practices, and more.

Best for: Accountants
Speakers: Michelle Long
Location: LL20 CD
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

Cyber crimes can happen to anyoneare you prepared? In this session, we'll explore a variety of real-life cyber crime situations, anddiscuss in detail the circumstances behind each attack.You'll leave this session with valuable tips on how you can protect yourself, your staff, and your clients from similar attacks.

Best for: Accountants
Speakers: Byron Patrick
Location: LL20 A
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

In this session, you'll learn how to use the tools within QuickBooks Online to satisfy the components required within the construction industry. Learn basic, construction-specific workflows, including how to setup a financial structure, creating project budgets, basic job costing, how to use estimates, and progress invoicing. You'll walk away confident that QuickBooks Online is the best choice for the construction business.

Best for: Accountants
Speakers: Karine Woodman
Location: LL21 CD
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

As accountants and bookkeepers, we spend most of our time supporting and helping our clients get their businesses in order, we implement systems, we ensure they are compliant and most importantly we we also coach them and advise them on HOW their businesses are performing. The question is - Are we doing this for ourselves? Come and see how to do this in 90 days, using skills you already have!

Best for: Accountants
Speakers: Melanie Power
Location: 210 B
CPE Hours: 1

Best for Large Accounting Firms.

CPA Credits: 1

See Powerpoint presentation

For leaders of large accounting frms. Once you've created your offering, pricing, trained staff and started moving clients to the cloud, it is time to define your advisory services specialities. To really stand out in the market and provide value to your business clients, you need to offer more than just general business guidance. Learn how one firm went from nothing to niche in one month; and from one to forty four, new to the firm, clients in just 14 months.

Best for: Large Accounting Firms
Speakers: Donna Woronka
Location: 211
CPE Hours: 1
5:45–7:30 pm
Welcome Reception
6:00–6:45 pm
The Spanish speaking tribe of accountants and small business at QBC 2018 meets to empower one another. We gather to share stories and connect in a flavorful, passionate and happy manner. While this Meetup will be conducted 100% in Spanish, everyone is invited to attend.

Location: Pavilion, DIscovery Hall
CPE Hours: not eligible
6:00–7:30 pm
Apps Showdown

Main Day

Everyone is welcome to learn, explore, and network during the day, and unwind in the evening at our legendary party.

7:30–9:00 am
Registration and Breakfast
7:30–9:00 am
Exhibits, Activations and Connections
7:45–8:45 am
Breakout Sessions

Best for All Attendees.

Join this discussion group to share your best practices and learn from others on the topic of social media tools.

Best for: All Audiences
Speakers: Michelle Long
Location: San Carlos I @ Hilton
CPE Hours: not eligible

Best for All Attendees.

Join this discussion group to share your best practices and learn from others on the topic of leadership.

Best for: All Audiences
Speakers: Stacy Ennis
Location: Santa Clara II @ Hilton
CPE Hours: not eligible

Best for Accountants & Bookkeepers.

Join this discussion group to share your best practices and learn from others on the topic of content marketing.

Best for: All Audiences
Speakers: Vanessa Vasquez - Ocampo
Location: Plaza @ Hilton
CPE Hours: not eligible

Best for Accountants & Bookkeepers.

Join this discussion group to share your best practices and learn from others on the topic of speaking and teaching.

Best for: Accountants
Speakers: Dawn Brolin
Location: Almaden Ballroom I @ Hilton
CPE Hours: not eligible

Best for All Audiences

An ancient Chinese martial art, Tai Chi is believed to provide a number of health benefits including stress reduction, increased circulation, and restoration of energy or chi. Taught by local master, this class teaches beginners how to focus their mind, flow movement through their body, and ignite strength from within.

Best for: All Audiences
Location: Market I @ Hilton
CPE Hours: not eligible

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

Do you want to be good at what you do, or do you want to be inspirational? In this eye-opening session, you'll learn how being an inspirational accountant or bookkeeper is the key to a better future (and a better world). Discover a step-by-step system for how to become inspirational, and how it can lead to extraordinary success, happiness, and profitability for your entire firm.

Best for: Accountants
Speakers: Steve Pipe
Location: LL20 CD
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

In a world of automation, we humans have a chance to tap into the one thing the Tin Man was missing a heart. In this session, you will learn how to connect with your current and future clients in a deeper way, by owning your brand, sharing more of who you are, and communicating with confidence.

Best for: Accountants
Speakers: Geni Whitehouse
Location: LL21 CD
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

Scope creep means changes to a project resulting in more work required. Its a BIG problem in the accounting profession. This session will pull topics and solutions from Amazon #1 bestselling author of Effective Pricing for Accountants to help you develop strategies to get paid for every hour you spend and never work for free again.

Best for: Accountants
Speakers: Mark Wickersham
Location: LL21 EF
CPE Hours: 1
8:00–8:45 am
Grab a bite, and start your day at QuickBooks Connect with HEYMAMA Co-founder and CEO, Katya Libin. Connect with like-minded mama entrepreneurs juggling work and motherhood.

Best for: All Audiences
Location: Pavilion, DIscovery Hall
CPE Hours: not eligible
9:00–10:30 am
Welcome and Keynote
10:30–11:00 am
Break
10:30–11:00 am
Do you own a big small business? If you have multiple locations, many employees, or lots of transactions, this groups for you. Meet others to share learnings and ideas on managing a growing, complex business.

Best for: All Audiences
Location: Pavilion, DIscovery Hall
CPE Hours: not eligible
11:00 am–12:00 pm
Calling all tastemakers, influencers, bloggers and community leaders! We know it takes A LOT to curate beautiful images and craft authentic content. Some of you do it all and others tap into a mini army to make it come alive. Let's connect about how the work gets done and what's ahead as influencers and business owners.

Best for: All Audiences
Location: Pavilion, DIscovery Hall
CPE Hours: not eligible
10:30 am–3:50 pm
Exhibits, Activations and Connections
11:00 am–12:00 pm
Breakout Sessions

Best for All Audiences.

Looking to take a break from breakouts? Reserve this time to connect with others, take advantage of mentoring opportunities or explore sponsor exhibits in Innovation and Discovery Halls.

Best for: All Audiences
CPE Hours: not eligible

See Powerpoint presentation

Establishing a compliant workplace reduces risk and uncertainty for both the employer and employees. It also creates the foundation for a productive workplace. But as workplace rules and dynamics become more complicated, compliance is no longer as straightforward as it used to be. During this interactive presentation, well discuss the 5 steps every organization can take now towards building a workplace where both the organization and the people within it can thrive.

Best for: All Audiences
Speakers: Nathan Christensen
Location: 210 D
CPE Hours: not eligible

Best for All Attendees.

Repeat Session

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The colors we choose, the words we write and the calls to action across sites impact more than a users experience; they can have major societal impacts with long-term implications. In this session, well address easy-to-implement strategies that can reduce bias and ensure a more inclusive outcome.

Best for: All Audiences
Speakers: Carolyn Rodz
Location: LL20 B
CPE Hours: not eligible

Best for Self Employed.

Repeat Session

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From bookkeeping to tax planning, the self-employed often find themselves in new territory when it comes to managing business finances. During this workshop, learn how to avoid financial gotchas and create a solid foundation for future business success.

Best for: Business Owners/Self-Employed
Location: 211
CPE Hours: not eligible

Best for All Audiences.

See Powerpoint presentation

All new businesses start with a great idea…but then what? During this workshop, understand how to become your own best advocate from the right structure for your business to how-to tips for contracting, intellectual property and working with influencers.

Best for: All Audiences
Speakers: Grant Atkinson
Location: LL21 AB
CPE Hours: not eligible

Best for All Audiences.

See Powerpoint presentation

You started the business, now you’re growing a team, so what does it mean to be the boss? In this session, hear from founders and CEOs who have built fast-growing, multi-million-dollar companies (bootstrapped and venture backed) on how they balanced the demands of building a business while developing their own leadership style. Hear how they lead themselves, their teams and their organizations and take away some actionable tips to becoming a more impactful leader.

Best for: All Audiences
Speakers: Christine Tao, Pek Pongpaet, Shane Metcalf, Waseem Daher
Location: 230 A
CPE Hours: not eligible

Best for All Audiences.

See Powerpoint presentation

Funding your big idea is tough for many business owners. The upside? New options are emerging constantly. From angel investing and venture capital to micro lending and crowdfunding, connect with experts who are uncovering and funding new companies every day.

Best for: All Audiences
Speakers: Romy Taormina, Luke Voiles , Hannah England, Tia Harrison
Location: 230 B
CPE Hours: not eligible

Best for All Audiences.

See Powerpoint presentation

Customer acquisition is the battle cry of any new business. From SEO to online advertising, email and social media, join this workshop to learn how to break through and attract the customers you need to grow your business.

Best for: All Audiences
Speakers: Sonja Rasula
Location: 210 C
CPE Hours: not eligible

Best for All Audiences.

Repeat Session

See Powerpoint presentation

Constant shifts in the social media landscape are challenging new and existing businesses to recalibrate how to build and expand their digital brand. During this workshop, learn the latest tips and tricks to ramp up and curate your online brand.

Best for: All Audiences
Speakers: Lindsay Williams
Location: 230 C
CPE Hours: not eligible

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

See supplemental material

Most people have been introduced to blockchain via Bitcoin, yet cryptocurrency is only a very small piece of blockchain's real world applicability. In this Power Panel discussion, five experts will cover the basics of blockchain technology and cryptocurrencies, along with real-world applications of blockchain that you can use to help your clients succeed.

Best for: Accountants
Speakers: Aynsley Damery, Kacee Johnson, Matthew May, Nick Chandi, Michael Ly
Location: LL21 EF
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

As a firm owner, you can face some pretty tough challenges. How can you identify potential road blocks with so many constant distractions? Between everyday life, your team, your business model, and more, it can be hard to focus. Join this interactive session where you'll learn to overcome distractions so you can increase focus and grow your firm.

Best for: Accountants
Speakers: Jason Blumer
Location: 210 B
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

Leadership presence is a core component of a successful professional brand. Consistency is key: It's crucial for your leadership qualities to be cohesive across both online platforms and face-to-face interactions. Learn effective, original techniques to align and elevate your digital and face-to-face leadership presence to create a powerful, authentic brand that creates a lasting impression.

Best for: Accountants
Speakers: Nancy Buffington
Location: 210 A
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

Explore new job costing features in QuickBooks Online, as well as job costing best practices. You'll learn about Projects, Progress Invoicing, purchase order receiving, how to record direct labor, and invoicing for time and expenses. You'll also learn how to create reports that will allow you to track your jobs and assess job and item profitability.

Best for: Accountants
Speakers: MB Raimondi
Location: LL20 CD
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

Group chat software such as Slack or Microsoft Teams can transform business communication. Learn more about these two industry-leading options, how to implement group chat in your firm, and how to increase efficiency with this innovative technology.

Best for: Accountants
Speakers: Stephen Brown
Location: LL21 CD
CPE Hours: 1

Best for Developers.

Come see the exciting line up of developer tools and resources from the leader of the Intuit Developer Group, followed by a fireside chat with Matt Rissell, where we'll explore the TSheets successful journey.

Best for: Developers
Speakers: Alex Barnett, Matt Rissell
Location: LL20 A
CPE Hours: not eligible
12:00–1:30 pm
Lunch
12:30–1:15 pm
Countless business owners rely on QuickBooks Community to share what they know, learn from others and get inspired every day. Oneof our favorite ways to help you move your business forward is ourMomentum to $1 Milliongroup, led by best-selling author and business coach Julie Gordon-White. In this meetup, Julie will lead a discussion on how to stay focused, build your vision and drive your business further.

Best for: All Audiences
Location: Pavilion, DIscovery Hall
CPE Hours: not eligible
1:30–2:30 pm
Breakout Sessions

Best for All Audiences.

Looking to take a break from breakouts? Reserve this time to connect with others, take advantage of mentoring opportunities or explore sponsor exhibits in Innovation and Discovery Halls.

Best for: All Audiences
CPE Hours: not eligible

Best for All Audiences.

Are you a maker? Come connect with other hands-on entrepreneurs whose passion is their profession. Chat about creativity, connection, and finding inspiration in entrepreneurship with Unique Markets Sonja Rasula.

Best for: All Audiences
Location: Pavilion, DIscovery Hall
CPE Hours: not eligible

Best for All Audiences.

Repeat Session

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The colors we choose, the words we write and the calls to action across sites impact more than a user’s experience; they can have major societal impacts with long-term implications. In this session, we’ll address easy-to-implement strategies that can reduce bias and ensure a more inclusive outcome.

Best for: All Audiences
Speakers: Carolyn Rodz
Location: LL20 B
CPE Hours: not eligible

Best for Business Owners & Self-Employed.

Repeat Session

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In this session, you'll learn how to effectively use QuickBooks to help manages your business finances.

Best for: Business Owners/Self-Employed
Speakers: Alicia Katz Pollock
Location: LL21 AB
CPE Hours: not eligible

Best for All Audiences.

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At Sephora, creating true loyalty and connection with our clients is key. We do this in many ways but especially through our formal loyalty program Beauty Insider. In this session, take a deep dive into managing customer relationships and learn how to inspire return customers through loyalty programs. Sephoras Allegra Stanley will dive into how the Beauty Insider program has evolved and how you can implement a similar program for your business.

Best for: All Audiences
Speakers: Allegra Stanley
Location: 210 C
CPE Hours: not eligible

Best for Business Owners/Self-Employed.

Repeat Session

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Hear from Intuit tax experts about how the recent Tax Cuts and Jobs Act is expected to affect small businesses and self-employed individuals. You will gain vabluable tips to help you make financial decisions as business owner, as learn what to discuss with your accountant or tax professional.

Best for: Business Owners/Self-Employed
Speakers: Jim Buffington, Mike D'Avolio
Location: 210 D
CPE Hours: not eligible

Best for All Audiences.

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Today, 75% of women are eager to return to the workplace after having children, but only 40% do. These staggering statistics are underpinning the rapid growth of female entrepreneurs eager to redefine success and workplace norms. Join the conversations with four mamas and watch out world!

Best for: All Audiences
Speakers: Katya Libin, Bianca Gates, Nyakio Grieco, Catherine McCord
Location: 230 A
CPE Hours: not eligible

Best for All Audiences.

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Let’s get back to basics! No business will thrive if it’s not set up correctly from the start. During this workshop, learn about the fundamentals of creating a thriving business, from setting up your website to scheduling time, organizing your files, managing your finances and more.

Best for: All Audiences
Speakers: Alaia Williams, Sharifa Monawer, Brandon Savage, Michael Tannenbaum
Location: 230 B
CPE Hours: not eligible

Best for Self-Employed.

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Conference calls and bunny slippers, daytime workouts...yes, self-employment brings flexibility that are luring many to start their own gig. During this session, gain insights from freelancers who decided to strike out on their own as they share behind-the-scenes stories about making their own rules to thrive working for themselves.

Best for: Business Owners/Self-Employed
Speakers: Chris Hutchins, Kim Goulbourne, Sara Wilson, Jeremy Sulzmann, Elisabeth Young
Location: 211
CPE Hours: not eligible

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All too often, the feeling of being stuck gets in our way. It's what stands between us and so many goals - including starting and growing a business. During this workshop, examine any areas where you feel the need to get "unstuck" to get your business (and yourself) headed in the right direction.

Best for: All Audiences
Speakers: Maxie McCoy
Location: 230 C
CPE Hours: not eligible

Best for Accountants & Bookkeepers.

CPA Credits: 1

Repeat Session

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As an accounting professional, how do you stand out from the crowd and attract clients who know your worth (and are willing to pay for it)? Become a Ninja Warrior. Ninja Warriors are experts at completing seemingly impossible obstacle courses, and you can do it, too. Learn real-life strategies from a cloud accounting business to help you conquer challenges, acquire premium clients, position yourself as an expert, and get paid what you're worth.

Best for: Accountants
Speakers: Veronica Wasek
Location: LL20 CD
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

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Ramon shares how and why it's important for accountants to build their personal brand and be a CELEBRITY in their market! Ramon Ray will show, from his personal experience, the 5 steps necessary to build their personal brand and ensure that YOU (not your logo or your business cards) are on peoples minds when they think of the product or service you sell. A solid personal brand makes you the ONLY choice and will crush your competition! Ramon will share HIS personal journey in building his brand resulting in book deals, speaking engagements and MORE SALES!

Best for: Accountants
Speakers: Ramon Ray
Location: 210 B
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

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Settle in for an energetic and informative panel discussion with some female bookkeepers at the top of their game. From navigating social media, staff management, setting boundaries, and transitioning to a mobile practice, they'll share lessons learned along their respective journeys to help you succeed.

Best for: Accountants
Speakers: Cindy Schroeder, Karine Woodman, Kay Morgan, Marnie Stretch
Location: LL21 EF
CPE Hours: 1

Best for Accountants & Bookkeepers.

Ever wondered what technology fuels the most innovative accounting firms around the world? Participants will benefit from sharing best of breed practice solutions in a facilitated discussion group format.

Best for: Accountants
Speakers: Trent Mclaren
Location: Almaden Ballroom I @ Hilton
CPE Hours: not eligible

Best for Developers.

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You've built a great Saas app for SMBs. But how do you get it into the hands of the customers who will love it? Come learn how small business owners choose apps in the context of jobs that they want to get done. We’ll arm you with insights about how customers navigate the marketplace to find the ‘right for me’ apps. But that’s not all – we’ll also demystify the marketing funnel and equip you with an arsenal of tips and tricks to bolster your customer acquisition strategy without a big marketing budget.

Best for: Developers
Speakers: Karen Hartsell, Preeth Madhusudhanan, Jon Busby
Location: LL20 A
CPE Hours: not eligible

Best for Accountants & Bookkeepers.

CPA Credits: 1

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This session is designed for accountants and bookkeepers who are using QuickBooks Online Accountant to manage 1 or more of their QBO clients, but haven't fully harnessed the power of all the new features that have been added in the past year or more. Discover all the ways you can streamline your workflow and manage all your clients from just one place - once you see what you've been missing you will never go back to the "old" way of doing things in your firm!

Best for: Accountants
Speakers: Heather Satterley
Location: LL21 CD
CPE Hours: 1
2:30–2:50 pm
Break
2:50–3:50 pm
Breakout Sessions

Best for All Audiences.

Looking to take a break from breakouts? Reserve this time to connect with others, take advantage of mentoring opportunities or explore sponsor exhibits in Innovation and Discovery Halls.

Best for: All Audiences
CPE Hours: not eligible

Best for Accountants & Bookkeepers.

CPA Credits: 1

Repeat Session

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Landing a new client is always exciting, but it can be overwhelming, too. The first few months of a new client relationship is an important time to build trust and confidence through a seamless onboarding experience. How do you get the information you need, engage your team, and make sure nothing falls through the cracks to ensure a smooth start? This session will cover essential best practices for new client assessments and onboarding.

Best for: Accountants
Speakers: Brittany Brown
Location: LL21 CD
CPE Hours: 1

Best for Business Owners & Self Employed.

Repeat Session

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In this session, you'll learn how to effectively use QuickBooks to help manages your business finances.

Best for: Business Owners/Self-Employed
Speakers: Alicia Katz Pollock
Location: LL21 AB
CPE Hours: not eligible

Best for All Audiences.

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Grace Kraaijvanger, Founder of The Hivery, will walk you through how to integrate kindness and creativity to build a sense of belonging in your community, customers, and teams. She shares how integrating these values creates an agreed upon compass for understanding, and provides the foundation required for communities to have longevity, honest dialogue, and a deeper sense of purpose. You will learn how to weave kindness and creativity into your communication, customer service, team building, and even the aesthetic of your brand identity or physical space, and the impact that has on creating community that honors the differences of individuals, and celebrates the strength of the collective.

Best for: All Audiences
Speakers: Grace Kraaijvanger
Location: 230 B
CPE Hours: not eligible

Best for Business Owners/Self Employed.

Repeat Session

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Hear from Intuit tax experts about how the recent Tax Cuts and Jobs Act is expected to affect small businesses and self-employed individuals. You will gain vabluable tips to help you make financial decisions as business owner, as learn what to discuss with your accountant or tax professional.

Best for: Business Owners/Self-Employed
Speakers: Jim Buffington, Mike D'Avolio
Location: 210 D
CPE Hours: not eligible

Best for Self Employed.

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Small is the new big. As technology unlocks new tools and business owners rely on larger and larger numbers of contingent workers, scaling your business is becoming easier and easier as a one-person show. Learn more from people who have reached big time success while staying small.

Best for: Business Owners/Self-Employed
Speakers: Julie Gordon White
Location: 210 C
CPE Hours: not eligible

Best for Self-Employed.

Repeat Session

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From bookkeeping to tax planning, the self-employed often find themselves in new territory when it comes to managing business finances. During this workshop, learn how to avoid financial gotchas and create a solid foundation for future business success.

Best for: Business Owners/Self-Employed
Location: 211
CPE Hours: not eligible

Best for All Audiences.

Repeat Session

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Constant shifts in the social media landscape are challenging new and existing businesses to recalibrate how to build and expand their digital brand. During this workshop, learn the latest tips and tricks to ramp up and curate your online brand.

Best for: All Audiences
Speakers: Lindsay Williams
Location: 230 C
CPE Hours: not eligible

Best for All Attendees.

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When you work for yourself, it seems everyone always wants a piece of you - co-founders, funders, employees, family, friends. All too often is easy to forget to "feed yourself first" to create a culture where everyone (most importantly yourself) can do the best work of their lives and be energized in the process. Join this discussion to learn from experts in helping you unwind, refuel and show up as your best self!

Best for: All Audiences
Speakers: Maxie McCoy, Jovanni Casaus, Jo Schaalman, Regan Walsh
Location: 230 A
CPE Hours: not eligible

Best for Accountants & Bookkeepers.

CPA Credits: 1

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Can you really get clients using social media? Yes, you can - but you have to know what works. Learn the 7 proven strategies that Veronica Wasek have used to grow a nationwide accounting and bookkeeping business and how she got a $100K client from just one social media post.

Best for: Accountants
Speakers: Veronica Wasek
Location: LL20 CD
CPE Hours: 1

Best for Accountants & Bookkeepers.

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This session is designed for those who are already familiar with the fundamentals of how to use QuickBooks Online for the non-profit sector. Now, learn to use additional features to get both a Statement of Position and a Statement of Activities that accurately reflect the new net asset standards.

Best for: Accountants
Speakers: Megan Genest Tarnow
Location: 210 B
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

Repeat Session

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In today's fast-paced world, how you present your business has never been more important. This lively, interactive session will show you how to sharpen your company's image so you stand out from the competition. Learn how to effectively tell your story, and how to get the right media outlets to help you spread the word. The result? You'll engage with new customers and boost your bottom line.

Best for: Accountants
Speakers: Rod Kurtz
Location: 210 A
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

See supplemental material

Finding a niche just might be the fastest way to build your practice but can also be a bit intimidating. Join these four powerhouse panelists to discuss how they’ve each built a successful practice in a defined niche. Discover their experiences, successes and challenges they’ve faced when growing their practices and learn how you can focus your practice into a niche machine.

Learning objectives: Understanding the power of focusing on a segment Challenges to be aware of going niche Developing a success model for clients.

Best for: Accountants
Speakers: Leslie Shiner, Gregg Bossen, Nayo Carter-Gray, Leia Lu, Vanessa Vasquez - Ocampo
Location: LL21 EF
CPE Hours: 1

Best for Developers.

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You've got a great idea for a small business app. You know you want to leverage data from QuickBooks. Learn best coding practices and practical techniques for creating the most efficient, effective, and beautiful app integration. Topics: - Get the most out of the QuickBooks API and developer tools - Get started with GraphQL - Cool stuff! How'd you do that? demo showcase

Best for: Developers
Speakers: Diana De Rose, Isha Shah, Peter Lavelle, Reg Ouellette
Location: LL20 A
CPE Hours: not eligible

Best for Developers.

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What do accountants look for in apps? What do investors look for in Saas app businesses? How does Intuit measure the value/effectiveness of apps? What makes some apps more effective/appealing than others? Learn direct from the ecosystem what delights them about apps and the app experience.

Best for: Developers
Speakers: Heather Satterley, Annie Terry, Ketaki Gupta, Megan Rabin
Location: LL20 B
CPE Hours: not eligible

Best for Accountants & Bookkeepers.

Join this discussion group to share your best practices and learn from others on the topic of how to use speaking and teaching in order to build your brand and get more clients.

Best for: Accountants
Speakers: Dawn Brolin
Location: Almaden Ballroom I @ Hilton
CPE Hours: not eligible
4:00–5:30 pm
Main Stage
5:30–6:00 pm
Calling all fifth year attendees! Have you attended QuickBooks Connect for all five years? Join other 5th year alums to share memories and reconnect.

Best for: All Audiences
Location: Pavilion, DIscovery Hall
CPE Hours: not eligible
5:30–6:30 pm
Exhibits, Activations and Connections
5:30–6:30 pm
Reception
7:00–10:00 pm
Celebration

Accountant Finale

Take a look back at what you’ve learned during this year’s event, and look ahead at how your new knowledge can help your firm grow.

7:30 am–12:30 pm
Exhibits, Activations and Connections
7:30–9:00 am
Registration and Breakfast
7:45–8:45 am
An ancient Chinese martial art, Tai Chi is believed to provide a number of health benefits including stress reduction, increased circulation, and restoration of energy or chi. Taught by local master, this class teaches beginners how to focus their mind, flow movement through their body, and ignite strength from within.

Best for: All Audiences
Location: Market I @ Hilton
CPE Hours: not eligible
8:00–8:45 am
Join this open, candid, thoughtful conversation about women in leadership. Men, we hope you'll join us too.

Best for: All Audiences
Location: Pavilion, DIscovery Hall
CPE Hours: not eligible
9:00–10:00 am
Breakout Sessions

Best for All Audiences.

Looking to take a break from breakouts? Reserve this time to connect with others, take advantage of mentoring opportunities or explore sponsor exhibits in Innovation and Discovery Halls.

Best for: All Audiences
CPE Hours: not eligible

Best for Accountants & Bookkeepers.

CPA Credits: 1

Repeat Session

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Explore new job costing features in QuickBooks Online, as well as job costing best practices. You'll learn about Projects, Progress Invoicing, purchase order receiving, how to record direct labor, and invoicing for time and expenses. You'll also learn how to create reports that will allow you to track your jobs and assess job and item profitability.

Best for: Accountants
Speakers: MB Raimondi
Location: LL21 AB
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

See supplemental material

Are you just learning about Value Pricing? Or perhaps you have rolled it out for some clients but you are not 100% confident in your pricing strategies yet? Come and learn key techniques to help you fully embrace value pricing taught by world-renowned experts in a relaxed discussion group format.

Best for: Accountants
Speakers: Kirk Bowman, Mark Wickersham, Steve Pipe, Michelle Long
Location: LL20 CD
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

Repeat Session

See Powerpoint presentation

In today's fast-paced world, how you present your business has never been more important. This lively, interactive session will show you how to sharpen your company's image so you stand out from the competition. Learn how to effectively tell your story, and how to get the right media outlets to help you spread the word. The result? You'll engage with new customers and boost your bottom line.

Best for: Accountants
Speakers: Rod Kurtz
Location: 210 B
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

In this interactive, high-energy session, you'll learn valuable, proven insights on how to build stronger client relationships. You'll leave with powerful, actionable next steps on how to become a Business Growth Accountant focused on demonstrating your value so clients will pay you more.

Best for: Accountants
Speakers: Paul Shrimpling
Location: 211
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

Repeat Session

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These days, there's an app for everything. But how do you choose the best apps for your business? In this immersive session, you'll learn how to select the right app for each job. You'll identify exactly what you need in an app, and how to organize and analyze your search results. Discover how to effectively compare similar apps to determine which one to use. You'll even learn how to map a workflow and streamline the process using apps, implementing best practices to ensure that each project is well-planned and well-executed.

Best for: Accountants
Speakers: Heather Satterley
Location: LL20 A
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

While technology aims to streamline processes, it can sometimes create more work, particularly in an industry as complex as construction. Learn about technology options designed to make managing construction-specific tasks easy, including tracking work done off-site, and seamlessly updating complex projects with multiple contributors so they stay up-to-date.

Best for: Accountants
Speakers: Leslie Shiner
Location: LL21 EF
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

The average accounting professional is so busy with work that they don't have the time to reflect on what they've actually done, let alone discover major breakthroughs. Combine experience with reflection, and you'll unlock learning that lasts. In this session, you'll learn how the After Action Review (AAR) method can help you capture knowledge, leverage your team's intellectual capital, and boost the effectiveness of your firm.

Best for: Accountants
Speakers: Ron Baker
Location: LL21 CD
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

Repeat Session

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See supplemental material

In this session, you'll learn how to use tax planning to grow your business. Whether you're a seasoned tax prep specialist or a bookkeeper who may not file the final return, this course can help you introduce tax planning into your business and understand the new tax law. You'll also become familiar with available tax deductions.

Best for: Accountants
Speakers: Debbie Kilsheimer
Location: 210 A
CPE Hours: 1
10:00–10:20 am
Break
10:20–11:20 am
Breakout Sessions

Best for All Audiences.

Looking to take a break from breakouts? Reserve this time to connect with others, take advantage of mentoring opportunities or explore sponsor exhibits in Innovation and Discovery Halls.

Best for: All Audiences
CPE Hours: not eligible

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

Growth doesn't happen overnight. In fact, the faster you grow, the faster you need to change and adapt. Join CPA Bob Wang as you uncover effective strategies to overcome the inevitable hurdles that come with reaching 10 clients, 30 clients, 50 clients and 100 clients. Learn when and how to determine if you should hire your next employee, how to implement value pricing to improve cashflow, and more.

Best for: Accountants
Speakers: Bob Wang
Location: LL21 AB
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

See supplemental material

You've been using Value Pricing in your practice for a while now, and you are pretty comfortable with it. Now you would like to kick it up a notch. Come to this session and learn techniques to move existing clients to value pricing, how to communicate price increases in a way that leaves no client behind, and to use the value conversation as a way to uncover new services you can provide for your clients (and have them happily pay you for it!). This session is taught by world-renowned experts in a relaxed roundtable discussion format.

Best for: Accountants
Speakers: Kirk Bowman, Mark Wickersham, Paul Shrimpling, Ron Baker
Location: LL20 CD
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

Repeat Session

See Powerpoint presentation

In this session, you'll learn valuable tips on how to work with those who are self-employed. Discover how to connect with members of the gig economy, and how to identify the unique needs and opportunities within the market. You'll also receive an introduction to three powerful tools to help you and your self-employed clients in sync: QuickBooks Self-Employed + QuickBooks Online Accountant, and ProConnect Tax Online.

Best for: Accountants
Speakers: Mariette Martinez
Location: LL20 A
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

Repeat Session

See Powerpoint presentation

In this session, you'll learn how to use the tools within QuickBooks Online to satisfy the components required within the construction industry. Learn basic, construction-specific workflows, including how to setup a financial structure, creating project budgets, basic job costing, how to use estimates, and progress invoicing. You'll walk away confident that QuickBooks Online is the best choice for the construction business.

Best for: Accountants
Speakers: Karine Woodman
Location: LL21 CD
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

In this interactive session, you'll answer five questions that will place you on the path to building your ideal firm. You'll identify your ideal customer, which technologies you want to focus on, how to take effective action to achieve your goals, and more. At the end of the session, you'll have a customized road map to work toward your own million-dollar firm.

Best for: Accountants
Speakers: Debbie Kilsheimer
Location: 210 A
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

Small businesses are on track to create as many as 380 million jobs by 2030. As trusted advisors to these businesses, accounting professionals hold the key to global economic transformation. Is your firm ready to meet this challenge? Learn how transforming your mix of services can ensure the successful future of your firm, and how to craft a legacy you can be proud of.

Best for: Accountants
Speakers: Paul Dunn
Location: 211
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

See Powerpoint presentation

Financial challenges are often caused by non-financial mistakes. In this session, you'll learn how to look beyond the numbers to the root causes of financial missteps, and how to correct them. Discover specific services to improve financial metrics, and uncover strategies to helping teams understand key concepts and stay motivated to achieve financial objectives. You'll leave this session armed with tools to help your clients achieve their dreams while recognizing the value of your services.

Best for: Accountants
Speakers: Geni Whitehouse
Location: LL21 EF
CPE Hours: 1

Best for Accountants & Bookkeepers.

CPA Credits: 1

Repeat Session

See Powerpoint presentation

See supplemental material

Learn about the important implications of recently passed tax reform legislation that will affect accountants, bookkeepers, and your clients. You'll leave with the knowledge needed to make changes in your accounting processes to support tax preparation, including planning activities that must take place before year end.

Best for: Accountants
Speakers: Jim Buffington, Mike D'Avolio
Location: 210 B
CPE Hours: 1
11:20 am–12:30 pm
Exhibits, Activations and Connections
11:20 am–12:30 pm
Lunch
11:45 am–12:15 pm
Are you just starting a Bookkeeping firm and don't know where to begin? Are you looking for others who know the language? Have you been doing this for a while and are concerned technology is passing you by? Come by our Bookkeeping Buds Meetup to connect with others and get your answers. Bookkeeping Buds is a SAFE environment to ask questions, make mistakes but most importantly to learn from others.

Best for: Accountants
Location: Pavilion, DIscovery Hall
CPE Hours: not eligible
12:30–1:30 pm
Accountant Main Stage - Doors Open 12:10pm

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