Agenda

Here’s a first look at what you can expect at QuickBooks Connect 2018, with more details to come.

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
Accountant Welcome and Keynote
10:30–11:00 am
Break
11:00 am–12:00 pm
Breakout Sessions

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Large Accounting Firms.

Description coming soon

Best for: Large Accounting Firms
CPE Hours: 1
12:00–1:30 pm
Lunch
12:00–7:30 pm
Exhibits, Activations and Connections
1:30–3:10 pm
Breakout Sessions

Best for Accountants & Bookkeepers.

These days, there's an app for everything. But how do you choose the best apps for your business? In this hands-on 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
CPE Hours: 2

Best for Accountants & Bookkeepers.

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
CPE Hours: 2

Best for Accountants & Bookkeepers.

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
CPE Hours: 2

Best for Accountants & Bookkeepers.

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: Laura Tully, Stacy Ennis, Nancy Buffington
CPE Hours: 2

Best for Accountants & Bookkeepers.

Everyone knows that marketing is an essential part of doing business—but 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
CPE Hours: 2

Best for Accountants & Bookkeepers.

If you haven’t 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
CPE Hours: 2

Best for Accountants & Bookkeepers.

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
CPE Hours: 2

Best for Accountants & Bookkeepers.

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
CPE Hours: 2

Best for Large Accounting Firms.

Description coming soon

Best for: Large Accounting Firms
CPE Hours: 1
3:10–3:30 pm
Break
3:30–4:30 pm
Breakout Sessions

Best for Accountants & Bookkeepers.

Today’s 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 firm’s business model, culture, and operations. You'll walk away with a clear vision of how to totally transform your firm—and your life.

Best for: Accountants
Speakers: Jody Padar
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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 concerns—all while having fun!

Best for: Accountants
Speakers: Kirk Bowman
CPE Hours: 1

Best for Accountants & Bookkeepers.

Description coming soon

Best for: Accountants
Speakers: Debbie Kilsheimer
CPE Hours: 1

Best for Large Accounting Firms.

Description coming soon

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

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

Culture isn't just about the office vibe—it'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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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 practice—and your life.

Best for: Accountants
CPE Hours: not eligible

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

Cyber crimes can happen to anyone—are you prepared? In this session, we'll explore a variety of real-life cyber crime situations, and discuss 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
CPE Hours: 1

Best for Large Accounting Firms.

Description coming soon

Best for: Large Accounting Firms
CPE Hours: 1
5:45–7:30 pm
Welcome Reception
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.

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

Best for Accountants & Bookkeepers.

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
CPE Hours: 1
9:00–10:30 am
Welcome and Keynote
10:30–11:00 am
Break
10:30 am–3:50 pm
Exhibits, Activations and Connections
11:00 am–12:00 pm
Breakout Sessions

Best for Self Employed.

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
CPE Hours: not eligible

Best for All Audiences.

You started the business, now you're growing a team, so what does it mean to be the boss? In this workshop, crack the code on your leadership style, including tips to navigate areas of both strength and improvement for you, your team and your business.

Best for: Accountants, Business Owners/Self-Employed, Developers
CPE Hours: not eligible

Best for All Audiences.

All new businesses start with a great ideabut 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: Accountants, Business Owners/Self-Employed, Developers
CPE Hours: not eligible

Best for All Audiences.

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: Accountants, Business Owners/Self-Employed, Developers
CPE Hours: not eligible

Best for All Audiences.

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: Accountants, Business Owners/Self-Employed, Developers
CPE Hours: not eligible

Best for All Audiences.

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: Accountants, Business Owners/Self-Employed, Developers
CPE Hours: not eligible

Best for Accountants & Bookkeepers.

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: Michael Ly, Nick Chandi, Kacee Johnson, Matthew May, Aynsley Damery
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1
12:00–1:30 pm
Lunch
1:30–2:30 pm
Breakout Sessions

Best for All Audiences.

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 your prices, accepting payments, managing your finances and more.

Best for: Accountants, Business Owners/Self-Employed, Developers
CPE Hours: not eligible

Best for All Audiences.

All new businesses start with a great idea - 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: Accountants, Business Owners/Self-Employed, Developers
CPE Hours: not eligible

Best for All Audiences.

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: Accountants, Business Owners/Self-Employed, Developers
CPE Hours: not eligible

Best for All Audiences.

Hear from inspiring entrepreneurs about how they broke barriers and overcame odds to launch successful businesses, and how theyre helping others from within marginalized communities to do the same.

Best for: Accountants, Business Owners/Self-Employed, Developers
CPE Hours: not eligible

Best for All Audiences.

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: Accountants, Business Owners/Self-Employed, Developers
CPE Hours: not eligible

Best for All Audiences.

Retail is experiencing a renaissance as collaborations and pop-ups, not to mention data insights and new distribution channels that are opening up new ways to reach consumers with the goods they want, when they want them. Hear from four retail leaders who are blazing a new path.

Best for: Accountants, Business Owners/Self-Employed, Developers
CPE Hours: not eligible

Best for All Audiences.

From parents to mentors, were regularly encouraged to ask for what we want, but the reality often proves more difficult. For anyone starting and growing a business, use this workshop to understand what you need and go ask for it!

Best for: Accountants, Business Owners/Self-Employed, Developers
CPE Hours: not eligible

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1
2:30–2:50 pm
Break
2:50–3:50 pm
Breakout Sessions

Best for All Audiences.

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

Best for: Accountants, Business Owners/Self-Employed, Developers
CPE Hours: not eligible

Best for All Audiences.

Customers are the lifeblood of any business. With every click, comment and purchase, we learn something new about them. During this workshop, take a deep dive into managing customer relationships, so you never have to let them go.

Best for: Accountants, Business Owners/Self-Employed, Developers
CPE Hours: not eligible

Best for All Audiences.

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: Accountants, Business Owners/Self-Employed, Developers
CPE Hours: not eligible

Best for All Audiences.

Retail is experiencing a renaissance as collaborations and pop-ups, not to mention data insights and new distribution channels that are opening up new ways to reach consumers with the goods they want, when they want them. Hear from retail leaders who are blazing a new path.

Best for: Accountants, Business Owners/Self-Employed, Developers
CPE Hours: not eligible

Best for All Audiences.

You started the business, now youre growing a team, so what does it mean to be the boss? In this workshop, crack the code on your leadership style, including tips to navigate areas of both strength and improvement for you, your team and your business.

Best for: Accountants, Business Owners/Self-Employed, Developers
CPE Hours: not eligible

Best for All Audiences.

From parents to mentors, were regularly encouraged to ask for what we want, but the reality often proves more difficult. For anyone starting and growing a business, use this workshop to understand what you need and go ask for it!

Best for: Accountants, Business Owners/Self-Employed, Developers
CPE Hours: not eligible

Best for Self-Employed.

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
CPE Hours: not eligible

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1
4:00–5:30 pm
Main Stage
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
7:30–8:30 am
Breakout Sessions
7:30–9:00 am
Registration and Breakfast
9:00–10:00 am
Breakout Sessions

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1
10:00–10:20 am
Break
10:20–11:20 am
Breakout Sessions

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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
CPE Hours: 1
11:20 am–12:30 pm
Exhibits, Activations and Connections
11:20 am–12:30 pm
Lunch
12:30–1:30 pm
Accountant Main Stage - Doors Open 12:10pm

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