Agenda 2019

QuickBooks Connect 2019 offers education, inspiration and networking opportunities.

Accountant Day

New for accounting professionals – sessions to help you grow your niche practice. We offer introduction to advanced classes with topics to help you better serve your professional services, non-profit, construction, legal, retail and advisory service clients. Go deep on one niche or mix and match to meet your needs. Book a Braindate with peers and expert consultant for one-on-one learning.

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Advisory:

Develop a vision and strategy with the changes needed to lead every business engagement with advisory services.
Business growth:

Explore new pricing strategies and get the insights you need to refine your niche.
Life and business skills:

Perfect your elevator pitch, improve work-life balance, and increase productivity.
Organizational culture:

Refine your hiring best practices and encourage diversity to create a thriving culture that celebrates your small business status.
Financial health:

Learn how to improve your money management skills, improve business cash flow, and increase profitability.
Technology training:

Take a deep dive into QuickBooks and connected solutions, and walk away with expert-level skills.
Accountants & Bookkeepers Business Growth Advisory Technology Training
7:30–9:00 am
Registration, Breakfast & Exploration
7:30–9:00 am
New this year, you can use Braindates to book time with fellow attendees, expert consultants and the QuickBooks support team. Learn more.

Best for: All Audiences
Location: Braindate Hub
CPE Hours: not eligible
8:00–8:45 am
The Business Workflow and Management Facebook Group This rant free community is all about helping accounting/bookkeeping/consulting practitioners serve their clients better and grow their practices with best practices, app recos or sometimes just an encouraging "YOU GOT THIS!"

Best for: Accountants and Bookkeepers
Speakers: Stacy Kildal
Location: Meetup Hub
CPE Hours: not eligible
9:00–10:00 am
Learn about the most important innovations for accounting professionals from Intuit and how to prepare now for what’s next from trend forecaster and author, Michael McQueen.

Best for: Accountants and Bookkeepers
Location: Main Stage
Track: Accountants & Bookkeepers
CPE Hours: 1
10:00–10:30 am
Explore the Connections Hall and the Innovation Hall to learn about the latest product trends and to connect with our sponsors.

Visit the Tech Theater in the Innovation Hall to see new tools and how they can help your business.

CPE Hours: not eligible
10:30 am–7:00 pm
New this year, you can use Braindates to book time with fellow attendees, expert consultants and the QuickBooks support team. Learn more.

Best for: All Audiences
CPE Hours: not eligible
10:30–11:30 am
Breakout Sessions

Retail trends show that 51% of Americans prefer online shopping. With ecommerce growing 23% every year, there is great opportunity, but ecommerce accounting is complex and confusing causing many accountants to shy away. This session will demystify the complexities, showing you which pitfalls to avoid and how to develop industry expertise in this area. We will discuss the best tools of the space and how to best serve your ecommerce clients.

Ideal Audience: Accounting professionals interested in serving ecommerce clients.

Best for: Accountants and Bookkeepers
Speakers: Brittany Brown, CPA
Location: ROOM 210 C
Track: Business Growth
CPE Hours: 1
Level: Intermediate
This session gives a deep dive on how QuickBooks Live can help you grow your practice by adding incremental income to your business, expand your skill set through the network of other bookkeeping professionals, and help you reach more clients. Hear the personal experience of a QuickBooks Live bookkeeper, learn about the roles that power QuickBooks Live as well as what Intuit employee benefits are included.

Ideal Audience: Accounting professionals interested in starting or growing their own business.

Best for: Accountants and Bookkeepers
Location: ROOM 231
Track: Business Growth
CPE Hours: not eligible
Level: Introduction
When it comes to talking about money and price, many people are very uncomfortable. Will I charge too little? Too much? Negotiating is a skill to learn. This class will teach how Mirroring, Labelling, Trigger words and Control will assist you in negotiating your price. Attendees will walk away with the knowledge and the techniques to successfully close the sale.

Ideal Audience: Accountants and Bookkeepers seeking to improve their pricing strategies and skills.

Best for: Accountants and Bookkeepers
Speakers: Debra Kilsheimer
Location: ROOM LL21 EF
Track: Business Growth
CPE Hours: 1
Level: Introduction
We've all heard from the "experts" that we need to develop a tech stack, move our clients to the cloud and add in advisory services...but how do we really do that? This is NOT about "which apps to use" but rather, HOW to go into a client's place of business and implement the tech they need to make a huge difference in their business success.

Ideal Audience - Accounting professionals seeking to add apps to their service mix for their small business clients.

Best for: Accountants and Bookkeepers
Speakers: Erin Vukelich
Location: ROOM 211
Track: Business Growth
CPE Hours: 1
Level: Intermediate
Did you know there is a formula that successful firms use to power their growth? This session unpacks that formula to help you grow your practice beyond tax preparation, bookkeeping and basic compliance to include powerful business coaching and advisory strategies that will drive revenue growth and power prosperity for your clients. You'll learn how proactive tax planning, business coaching, goal setting, updating firm workflows to increase productivity and positioning advisory services correctly will help YOU achieve your growth goals all while you help your clients achieve THEIR dreams.

Ideal Audience: Accounting professionals interested in moving from compliance to advisory services.

Best for: Accountants and Bookkeepers
Speakers: Jim Buffington, CPA, Renee Daggett, EA
Location: ROOM 210 D
Track: Advisory
CPE Hours: 1
Level: Introduction
Are you considering focusing on Construction clients? In this session you'll learn 20 essential tips and tricks you need to know in order to serve them well. We will also include a review of common construction terms and accounting methods for spec home builders vs. remodel companies.

Ideal Audience: Accounting professionals interested in serving construction clients.

Best for: Accountants and Bookkeepers
Speakers: Karen Mitchell, CPA
Location: ROOM 210 B
Track: Business Growth
CPE Hours: 1
Level: Introduction
Building and leading a successful Client Advisory Service line takes determination to influence the mindset of the firm's leaders and staff and gain alignment along the way. In this session, we will hear from industry leaders about the tipping point that led to their firm's transformation.

Ideal Audience: Accounting professionals within a large multi-service firm, interested in leading a culture shift for their organization.

Best for: Large Accounting Firms
Speakers: Jim Boomer, Sharon Berman, CPA, CGMA, Ashleigh Sutter, CPA, Eric Majchrzak, Kim Blascoe, CPA
Location: ROOM LL21 CD
Track: Business Growth
CPE Hours: 1
Level: Intermediate
Did you know that you can track direct and indirect costs as well as labor in QuickBooks Online? In this session you will learn who job costing is appropriate for, best practices for set up, ways to project revenue and costs, how to allocate indirect costs, what are the options for job costing direct labor, how to invoice customers and what reports are available related to jobs. In other words, this class will give you a basic foundation on how to set up and use QuickBooks Online for job costing.

Ideal Audience: Accounting professionals serving professional service clients.

Best for: Accountants and Bookkeepers
Speakers: MB Raimondi, CPA, CITP, MS in Tax
Location: ROOM LL21 AB
Track: Technology Training
CPE Hours: 1
Level: Intermediate
It is more important than ever that we standardize and automate our firms to improve efficiency and profitability. In this session, we will cover the bookkeeping cycle and possible apps to help you automate the workflow when providing bookkeeping services for your clients. Plus, we will discuss apps to help with your firm management including workflow and task management, onboarding clients, proposals, and more.

Ideal Audience: Accounting professionals interested in learning which 3rd-party applications can help them manage their workflow.

Best for: Accountants and Bookkeepers
Speakers: Michelle Long, CPA, MBA
Location: ROOM 212
Track: Technology Training
CPE Hours: 1
Level: Beginning
This session will help you learn to stop giving away those advisory conversations for free. Not only will you learn to recognize the ways you are advising clients currently, but you will also learn how to ease your existing clients into paying for this value added service, and guidelines on how to offer the service to new clients. By the end of this session you will also be able to identify at least one advisory service you can go home and implement right away, and get paid for it!

Ideal Audience: Accounting professionals interested in adding advisory services to their portfolio.

Best for: Accountants and Bookkeepers
Speakers: Nayo Carter-Gray, EA
Location: ROOM LL20 A
Track: Advisory
CPE Hours: 1
Level: Introduction
In 2015 there were 1.1 million non-profits registered with the IRS as 501(c)3 public charities. A majority of these organizations reported less than $5 million in annual expenses. The non-profit sector offers a huge resource of potential clients for CAS and advisory services.  In this session we will briefly review the unique reporting requirements of non-profits, and then focus on how to set up QuickBooks Online Plus and integrate 3rd party apps to create workflows that minimize data entry, streamline accounting procedures, and improve internal controls.  

Ideal Audience: Accountants and bookkeepers who are passionate about working with 501(c)3 non-profits, love technology and want to make sure their clients are successful and able to focus on their mission, not their books.

Best for: Accountants and Bookkeepers
Speakers: Meredith Smith, CPA
Location: ROOM 210 A
Track: Business Growth
CPE Hours: 1
Level: Intermediate
Small law firms are a great niche for ProAdvisors. Law firms are stable and make good money, but law firm accounting is complicated, and law firms have their own language. This introductory class covers the basics of the industry - its size, characteristics, practice areas and demographics. You will also learn what accounting services different legal segments need, where their pain points are, and how to talk to them about your services. A complete foundation for starting in the legal niche.

Ideal Audience: Accounting professionals interested in serving law firm clients.

Best for: Accountants and Bookkeepers
Speakers: Gary Allen, JD
Location: ROOM LL20 B
Track: Business Growth
CPE Hours: 1
Level: Introduction
Why does the move from hourly to value pricing usually lead to FAILURE? The hardest part of value pricing is coming up with the right price. How do you calculate a price in advance knowing with certainty you will make a profit? Based upon the key findings from a recent research study of 2,683 accounting professionals you will learn the exact steps for giving a fixed price for bookkeeping services and how to create a formula you can use every time you price. Additionally, attendees will have the opportunity to download free software to use to solve the problem.

Ideal Audience: Accounting professionals who provide bookkeeping services to their clients.

Best for: Accountants and Bookkeepers
Speakers: Mark Wickersham, FCA
Location: ROOM LL20 C
Track: Business Growth
CPE Hours: 1
Level: Advanced
11:30 am–1:00 pm
Explore the Connections Hall and the Innovation Hall to learn about the latest product trends and to connect with our sponsors.

Visit the Tech Theater in the Innovation Hall to see new tools and how they can help your business.

Best for: All Audiences
CPE Hours: not eligible
12:00–1:00 pm
Are you a woman who owns a Bookkeeping Firm? Do you love working on your own or virtually but still want a sense of community? Are you brand new and looking for ideas on how to get started? Stop by to learn how Bookkeeping Buds has created a community to help support & educate each other as we all reach our goals. We offer regular meetings throughout the year to connect, keep each other accountable and share ideas with one another. Bookkeeping Buds is your Bookkeeping Happy Place!

Best for: Accountants and Bookkeepers
Speakers: Cindy Schroeder
Location: Meetup Hub
CPE Hours: not eligible
1:00–2:00 pm
Breakout Sessions

We've all heard from the "experts" that we need to develop a tech stack, move our clients to the cloud and add in advisory services...but how do we really do that? This is NOT about "which apps to use" but rather, HOW to go into a client's place of business and implement the tech they need to make a huge difference in their business success.

Ideal Audience - Accounting professionals seeking to add apps to their service mix for their small business clients

Best for: Accountants and Bookkeepers
Speakers: Erin Vukelich
Location: ROOM 211
Track: Business Growth
CPE Hours: 1
Level: Intermediate
The future of accounting is in specialists, and tax strategies are the EASIEST specialties to be able to find a return on investment in. Jackie will share her magical ROI worksheet and cover several tax strategies that are easy to implement to begin converting to value pricing with your clients. Attendees will learn how to engage clients in tax planning, create a plan and add to it, measure & communicate tax savings to clients, reinforce the value of tax planning and make preparation easier, and why it matters!  Forget theory, this is where you implement.

Ideal Audience - Accounting professionals seeking to implement tax planning for their clients.

Best for: Accountants and Bookkeepers
Speakers: Jackie Meyer, CPA, CTC, CTS
Location: ROOM LL20 B
Track: Advisory
CPE Hours: 1
Level: Intermediate
Did you know that you can track direct and indirect costs as well as labor in QuickBooks Online? In this session you will learn who job costing is appropriate for, best practices for set up, ways to project revenue and costs, how to allocate indirect costs, what are the options for job costing direct labor, how to invoice customers and what reports are available related to jobs. In other words, this class will give you a basic foundation on how to set up and use QuickBooks Online for job costing.

Ideal Audience: Accounting professionals serving professional service clients.

Best for: Accountants and Bookkeepers
Speakers: MB Raimondi, CPA, CITP, MS in Tax
Location: ROOM LL21 AB
Track: Technology Training
CPE Hours: 1
Level: Intermediate
Small and medium size legal firms are growing in number. QBO works for law firms but it is important to understand the limitations for law firms and how to adapt to their particular needs. Knowing what questions to ask, when to use outside apps and how to choose and integrate those apps can help legal firms to grow and thrive and use QBO most effectively. Consultants can help clients steer clear of hurdles and make the pieces fit together for a happy QBO firm.

Ideal Audience: Accounting professionals serving law firm clients.

Best for: Accountants and Bookkeepers
Speakers: Caren Schwartz, MBA
Location: ROOM LL20 A
Track: Technology Training
CPE Hours: 1
Level: Intermediate
From dashboards to graphs to ratios, you've heard all about diagnosing the financial health of a business - but what can you do to cure any ailments you uncover? In this session you'll learn about common symptoms of struggling small businesses and how to work with your client to identify the right prescriptions for healing them. We'll cover ratios and indicators and how to decide where to focus in achieving financial objectives. You'l leave this session with tools you can apply to every client engagement.

Ideal Audience: Accounting professionals offering advisory services to small business clients.

Best for: Accountants and Bookkeepers
Speakers: Geni Whitehouse, CPA
Location: ROOM LL21 EF
Track: Advisory
CPE Hours: 1
Level: Intermediate
"Do you want to know what Advisory means?" Transforming your firm into an advisory firm comes with responsibilities. It can truly be a journey to the firm you've always wanted, as long as you understand it.  In this session, you'll learn the things required of leaders that want to transform their traditional firms into advisory firms. We'll journey through this transformation in 3 categories: the firm, the clients, and the team. Are you ready for what advisory means?

Ideal Audience: Accounting professionals interested in offering advisory services to small business clients.

Best for: Accountants and Bookkeepers
Speakers: Jason Blumer, CPA
Location: ROOM LL20 C
Track: Advisory
CPE Hours: 1
Level: Introduction
In this session, you will learn how to use the functions within QuickBooks Online to satisfy the components required for your construction clients. You will learn basic construction terminology and learn to navigate QuickBooks Online's construction functions such as using Projects, creating an estimate and managing progress invoicing. You'll also learn about the chart of accounts structure, how to use products and services as cost codes and manage basic job costing. You'll be amazed on how much construction functionality is in QuickBooks Online as a stand-alone product.

Ideal Audience: Accounting professionals interested in serving construction clients.

Best for: Accountants and Bookkeepers
Speakers: Karine Woodman
Location: ROOM 210 A
Track: Technology Training
CPE Hours: 1
Level: Intermediate
Data Quality is vital to the success of any business, especially companies in the professional service sector. Whether you are serving a law firm, accounting practice, or marketing company, the importance of tracking specific details at the invoice level often becomes time intensive and expensive. Discover how using custom fields in QuickBooks Online Advanced will increase your profitability by streamlining your workflow while improving the accuracy of your data. You'll also learn how to uncover additional advisory opportunities utilizing custom reporting based on your custom fields.

Ideal Audience: Accounting professionals serving professional service small business clients.

Best for: Accountants and Bookkeepers
Speakers: Mathew Fulton
Location: ROOM 212
Track: Technology Training
CPE Hours: 1
Level: Intermediate
You just got contacted by your biggest potential client ever and they want consulting or advisory services. You've got the skills. How do you conduct that initial client interview confidently? You've probably experienced this: with every service you offer, you can be very good at what you do but selling the service starts with your confidence and demonstration of your competence. In this session, we will look at a variety of ways that you can prepare for and guide the conversation, frame the engagement in a way that best fits your strengths, and deliver a proposal that continues to wow them.  

Ideal Audience: Accounting professionals offering advisory services to small business clients.

Best for: Accountants and Bookkeepers
Speakers: Neal Coogler
Location: ROOM LL21 CD
Track: Advisory
CPE Hours: 1
Level: Introduction
The world is moving from products and services to subscriptions, favoring access and transformations over ownership and deliverables. The advantages are many, including: predictable revenue; not selling services, but creating annuities with a lifetime value that far exceeds whatever you paid to acquire them; collective knowledge of your customers, a competitive advantage that cannot be duplicated; one-to-one marketing; not pricing a product or service, but rather customer transformation and peace of mind; you can predict demand and plan capacity more effectively; and it breaks down silos.

Ideal Audience: Accounting professionals interested in learning how to implement subscription service pricing model.

Best for: Accountants and Bookkeepers
Speakers: Ron Baker, CPA
Location: ROOM 210 B
Track: Business Growth
CPE Hours: 1
Level: Introduction
In this session we'll cover mistakes typically made in accounting, budgeting, and financial reporting for these unique non-profit entities. We'll discuss some of the interesting and unique needs in the personnel arena. You will walk away empowered to use QBO to help Church Leaders, Treasurers and volunteer Bookkeepers get (and keep) their books in proper order, make wise decisions about the money entrusted to them, and strengthen the financial position of the church so they can fulfill their mission purpose.

Ideal Audience: Accounting professionals serving religious organizations.

Best for: Accountants and Bookkeepers
Speakers: Barbara Starley, CPA
Location: ROOM 210 C
Track: Technology Training
CPE Hours: 1
Level: Intermediate
It can be challenging to support retailers who have physical brick-and-mortar stores and also sell their goods via various on-line channels.  In this intermediate-level class, we will cover solutions that integrate with QBO to allow your retailer clients to easily sell their wares in person, on their own websites, and on popular e-commerce sites like Amazon and eBay as well, all while properly tracking their inventory.

Ideal Audience: Accounting professionals serving small businesses who sell via retail and ecommerce channels.

Best for: Accountants and Bookkeepers
Speakers: William English
Location: ROOM 210 D
Track: Technology Training
CPE Hours: 1
Level: Intermediate
2:00–2:30 pm
Explore the Connections Hall and the Innovation Hall to learn about the latest product trends and to connect with our sponsors.

Visit the Tech Theater in the Innovation Hall to see new tools and how they can help your business.

Best for: All Audiences
CPE Hours: not eligible
2:30–3:30 pm
Breakout Sessions

Depending on the size and type of law firm you are working with, they have special reporting needs. Learn how to customize reports in QBO, what other tools you might need, and best practices for how to handle situations for different types of law firms. Take an in-depth look at trust ledger reports, expense reports, WIP, and compensation reports. Learn what attorneys need, depending on the type of law they practice and their size, and how to easily get them the information they need.

Ideal Audience: Accounting professionals serving law firm clients.

Best for: Accountants and Bookkeepers
Speakers: Brandy Derrick
Location: ROOM LL21 EF
Track: Technology Training
CPE Hours: 1
Level: Advanced
This session gives a deep dive on how QuickBooks Live can help you add incremental income to your business, expand your skillset through the network of other bookkeeping professionals, and help you share your expertise with more clients. Hear a personal experience of a bookkeeper currently in the program, learn about the roles that power QuickBooks Live, and the benefits of joining.

Ideal Audience: Accounting professionals interested in growing their revenue.

Best for: Accountants and Bookkeepers
Location: ROOM 231
Track: Business Growth
CPE Hours: not eligible
Level: Introduction
This session provides the framework for multi-service firms to update traditional billing practices to delight clients, to create internal capacity, deliver higher value advisory services and drive double-digit growth in firm revenue. Includes best practices to onboard clients to the right service levels. Attendees will be equipped with client messaging and sample bundled service packages that better communicate firm value.

Ideal Audience: Accounting professionals interested in learning how to implement a bundled pricing strategy.

Best for: Accountants and Bookkeepers
Speakers: Debra Kilsheimer
Location: ROOM 212
Track: Business Growth
CPE Hours: 1
Level: Intermediate
Growing mid-market professional service clients have unique reporting needs. In this course, we will look at reporting needs and requirements at multiple levels within your clients organization.

Ideal Audience: Accounting professionals serving professional service mid-market clients.

Best for: Accountants and Bookkeepers
Speakers: Erin Walsh Dyer
Location: ROOM LL21 AB
Track: Technology Training
CPE Hours: 1
Level: Advanced
In this session, you will gain insight into the design and configuration of QuickBooks Online at the database level. The safeguards and limitations of the QBO Database will be emphasized. We will examine the basic tables of the more frequently used areas of QuickBooks Online when connecting 3rd party apps. There are a variety of 3rd party apps and by understanding the areas of QBO they access ProAdvisors can make more informed decisions as to what apps will help them accomplish tasks, and gain better outcomes for their clients.

Ideal Audience: Accounting professionals interested in learning how the QBO database works on the back end, and how to best choose apps for their clients.

Best for: Accountants and Bookkeepers
Speakers: Liz Scott
Location: ROOM 210 B
Track: Technology Training
CPE Hours: 1
Level: Advanced
As bookkeeping becomes more of an automated and commoditized service, learning how to successfully implement Advisory services will be important for you to differentiate yourself and stay competitive. Come learn the 5 Key Skills to Advisory Services and how you can master these skills to have a successful advisory practice. Walk away with practical next steps on your advisory journey.

Ideal Audience: Accounting professionals interested in offering advisory services to small business clients.

Best for: Accountants and Bookkeepers
Speakers: Michael Ly, MBA
Location: ROOM 210 D
Track: Advisory
CPE Hours: 1
Level: Intermediate
As an advisor to construction companies, you already know how demanding job costing and other construction related accounting tasks can be. Your construction clients are also struggling to keep up with the high level of compliance and paperwork demands that come along with a lot of their projects such as certificates of insurance, warranty letters, and lien documents. Tapping into this need and offering a new level of operational advisory services can set your practice apart from the rest.

Ideal Audience: Accounting professionals serving construction clients.

Best for: Accountants and Bookkeepers
Speakers: Tonya Schulte
Location: ROOM LL21 CD
Track: Advisory
CPE Hours: 1
Level: Advanced
Changes in UBIT law mean over 600,000 NFPs may now be required to file and pay taxes for the first time. In this interactive session, attendees will learn the mechanics of Unrelated Business Income Tax (UBIT) as well as the new Parking Tax that has NFPs in an uproar.

Ideal Audience: Accounting professionals serving non-profit clients.

Best for: Accountants and Bookkeepers
Speakers: Gregg Bossen, CPA
Location: ROOM 210 A
Track: Business Growth
CPE Hours: 1
Level: Advanced
By now, we all know that we should be providing advisory services. But...how do you actually do it? Come learn from three experts on how they incorporated advisory into their successful practice and became more profitable. You will walk away understanding how they overcame their challenges in creating, pricing, and scaling their advisory services.

Ideal Audience: Accounting professionals who serve e-commerce and retail clients.

Best for: Accountants and Bookkeepers
Speakers: Bob Wang, CPA, CA, Sagar Shah, Laura Redmond, Brittany Malidore
Location: ROOM 210 C
Track: Advisory
CPE Hours: 1
Level: Intermediate
There are many apps you can choose to support your clients who sell their goods via popular e-commerce channels. Come and learn from experts who will discuss the apps they like best as well as what type of client each app is best for. The panel members will also share key things to watch for as you go about choosing and installing e-commerce apps for your clients.

Ideal Audience: Accounting professionals interested in offering advisory services to small business clients.

Best for: Accountants and Bookkeepers
Speakers: Richard Roppa-Roberts, William English, Brittany Brown, CPA, Kelly Gonsalves, Juliet Aurora
Location: ROOM 211
Track: Technology Training
CPE Hours: 1
Level: Intermediate
Why does the move from hourly to value pricing usually lead to FAILURE? The hardest part of value pricing is coming up with the right price. How do you calculate a price in advance knowing with certainty you will make a profit? Based upon the key findings from a recent research study of 2,683 accounting professionals you will learn the exact steps for giving a fixed price for bookkeeping services and how to create a formula you can use every time you price. Additionally, attendees will have the opportunity to download free software to use to solve the problem.

Ideal Audience: Accounting professionals who provide bookkeeping services to their clients.

Best for: Accountants and Bookkeepers
Speakers: Mark Wickersham, FCA
Location: ROOM LL20 C
Track: Business Growth
CPE Hours: 1
Level: Advanced
Behind every set of numbers there is a human story, our skills as the Natural Numbers Whisperer brings this story to life for our clients. When viewed through our lens as a professional advisor real time data can transform from information into insights. This session is about identifying & delivering insights to your clients. We are in the knowledge transfer & client empowerment business. (We just happen to utilize Accounting as the delivery vehicle.) This session will give you the confidence & practical next steps to take on your advisory journey.

Ideal Audience: Accounting professionals offering advisory services to small business clients.

Best for: Accountants and Bookkeepers
Speakers: Clayton Oates, FIPA
Location: ROOM LL20 A
Track: Advisory
CPE Hours: 1
Level: Intermediate
3:30–4:00 pm
Explore the Connections Hall and the Innovation Hall to learn about the latest product trends and to connect with our sponsors.

Visit the Tech Theater in the Innovation Hall to see new tools and how they can help your business.

Best for: All Audiences
CPE Hours: not eligible
4:00–5:00 pm
Breakout Sessions

The Spanish speaking tribe of accountants at QuickBooks Connect meets to empower one another and this year, we'll meet to discuss tools to help you grow your business. While this Meetup will be conducted 100% in Spanish, everyone is invited to attend.

Best for: Accountants and Bookkeepers
Location: Meetup Hub
CPE Hours: not eligible
Learn from your peers who work with construction clients about automating and on-boarding using apps.

Ideal Audience: Accounting professionals serving construction clients.

Best for: Accountants and Bookkeepers
Speakers: Heather Satterley, EA, MSI, Tonya Schulte, Vic Madeira, Karine Woodman
Location: ROOM 211
Track: Business Growth
CPE Hours: 1
Level: Introduction
If you already have law clients, you want to evolve the relationship. To do that, you need to know the specifics of law firm workflows, who works there, metrics and compliance.

Ideal Audience: Accounting professionals interested in serving law firm clients.

Best for: Accountants and Bookkeepers
Speakers: Jonathon Fishman, Lynda Artesani, Brandy Derrick, Caren Schwartz, MBA
Location: ROOM 210 A
Track: Advisory
CPE Hours: 1
Level: Introduction
Many non-profits go through an audit or review by an outside CPA either annually or periodically. This panel will share and discuss what auditors are looking for and how to quickly be ready with everything they ask for.  After this panel, you will: understand the key elements of a non-profit audit, know what's required before you're asked for it and know the features in QBO and APPS that can help streamline your audit (and are acceptable to auditors).

Ideal Audience: Accounting professionals serving non-profit clients.

Best for: Accountants and Bookkeepers
Speakers: Barbara Starley, CPA, Megan Genest Tarnow, Gregg Bossen, CPA, Meredith Smith, CPA, Marilyn Sudbeck, CPA
Location: ROOM 210 C
Track: Business Growth
CPE Hours: 1
Level: Intermediate
"Do you want to know what Advisory means?" Transforming your firm into an advisory firm comes with responsibilities. It can truly be a journey to the firm you've always wanted, as long as you understand it. In this session, you'll learn the things required of leaders that want to transform their traditional firms into advisory firms. We'll journey through this transformation in 3 categories: the firm, the clients, and the team. Are you ready for what advisory means?

Ideal Audience: Accounting professionals interested in offering advisory services to small business clients.

Best for: Accountants and Bookkeepers
Speakers: Jason Blumer, CPA
Location: ROOM 210 B
Track: Advisory
CPE Hours: 1
Level: Introduction
As bookkeeping becomes more of an automated and commoditized service, learning how to successfully implement Advisory services will be important for you to differentiate yourself and stay competitive. Come learn the 5 Key Skills to Advisory Services and how you can master these skills to have a successful advisory practice. Walk away with practical next steps on your advisory journey.

Ideal Audience: Accounting professionals interested in offering advisory services to small business clients.

Best for: Accountants and Bookkeepers
Speakers: Michael Ly, MBA
Location: ROOM 210 D
Track: Advisory
CPE Hours: 1
Level: Intermediate
In the last 5 years, the subscription market has grown 100% annually. Subscription companies are now growing 5X faster than US retail sales (17.6% vs. 3.6%). There are different business models you can adopt with Value Pricing, including charging your clients using the subscription model. Your peers will share key tips and strategies to implement and drive predictive revenue with Value Pricing.

Ideal Audience: Accounting professionals seeking to learn more about Value Pricing and the new models being employed by successful firms.

Best for: Accountants and Bookkeepers
Speakers: Ron Baker, CPA, Debra Kilsheimer , Nayo Carter-Gray, EA, Mark Wickersham, FCA
Location: ROOM 212
Track: Business Growth
CPE Hours: 1
Level: Intermediate
AI can become your superpower instead of your greatest enemy. Computers can already diagnose some cancers better than doctors. But no one wants the computer telling them that they have cancer. The same will be true for diagnosing businesses problems. Learn how the panel members are leveraging the technology of today and developing the technology of tomorrow that will allow you to become better advisers and coaches.

Ideal Audience: Accounting professionals seeking to learn new ways to leverage technology to get more done.

Best for: Accountants and Bookkeepers
Speakers: Joe Woodard, Beth Melcher, MBA, Obed Maurice, CA, CPA, Jacob Schroeder, CPA
Location: ROOM LL20 C
Track: Advisory
CPE Hours: 1
Level: Intermediate
There are thousands of convenience stores and gas stations in the US.  They are an untapped niche for you provided you know how to automate and streamline their complicated retail environment! Come and learn advanced techniques to track fuel, food, merchandise sales, ATMs, lottery tickets, incentives, local charges, employee charges, and hot food sales. Learn how to sync the POS, set up the Chart of Accounts, Products, and Recurring Transactions, so that everything runs smoothly.

Ideal Audience: Accounting professionals serving retail clients.

Best for: Accountants and Bookkeepers
Speakers: Alicia Katz Pollock, MAT
Location: ROOM LL21 EF
Track: Technology Training
CPE Hours: 1
Level: Advanced
5:00–7:00 pm


Location: Innovation Hall & Connections Hall
CPE Hours: not eligible
5:30–6:15 pm
Come hang out and network with other black and African American accounting professionals. Let’s talk about how to build and grow our black-owned businesses in today’s economic climate.

Best for: Accountants and Bookkeepers
Speakers: Nayo Carter-Gray, EA
Location: Meetup Hub
CPE Hours: not eligible

Get new insights from experts in business growth, organizational culture, financial health, technology and life skills. Book a Braindate with peers and expert consultant for one-on-one learning. Unwind in the evening with our legendary celebration.

Filters:
x
Advisory:

Develop a vision and strategy with the changes needed to lead every business engagement with advisory services.
Business growth:

Explore new pricing strategies and get the insights you need to refine your niche.
Life and business skills:

Perfect your elevator pitch, improve work-life balance, and increase productivity.
Organizational culture:

Refine your hiring best practices and encourage diversity to create a thriving culture that celebrates your small business status.
Financial health:

Learn how to improve your money management skills, improve business cash flow, and increase profitability.
Technology training:

Take a deep dive into QuickBooks and connected solutions, and walk away with expert-level skills.
Business Growth Life & Business Skills Organizational Culture Technology Training Advisory Financial Health
7:30–9:00 am
Registration, Breakfast & Exploration
7:30–10:30 am
New this year, you can use Braindates to book time with fellow attendees, expert consultants and the QuickBooks support team. Learn more.

Best for: All Audiences
CPE Hours: not eligible
8:00–8:30 am
Boost your memory and focus with 30 minutes of Yoga.

Best for: All Audiences
Location: Room Marketplace 1 (HIlton)
CPE Hours: not eligible
8:00–8:45 am
Breakout Sessions

Start your Thursday in the BEST way: making friends and building connections in a fun and engaging meetup. Together, we will learn the three basic daily habits that catapult you to “top of heart” status with everyone you meet. We will have three hands-on activities that focus on the core principles of relationship marketing and the power we generate when we create genuine relationships, appreciate our clients, and network to give. Don’t miss this opportunity to make a few new friends on the road to success!

Best for: All Audiences
Location: Meetup Hub
CPE Hours: not eligible
Join this small group to discuss strategies to grow your business with social media channels.

Best for: All Audiences
Speakers: Tyler McBroom, CPA, MBA
Location: Plaza
Track: Business Growth
CPE Hours: not eligible
Level: Introduction
In this interactive session, we'll discuss how to break through the noise of fashion, dress your body purposefully, and show up with confidence no matter the situation. Most importantly, you’ll become an active participant in shaping how you show up. Because you’re worth it.

Best for: All Audiences
Speakers: Laura Tully
Location: Winchester 1
Track: Life & Business Skills
CPE Hours: not eligible
Level: Introduction
During this small group discussion, I will share my journey from Desktop to Online along with my cross country move to the most magical place on earth. We will spend time dreaming big on how to create a future lifestyle and not just a job. Learn how to become clear on what makes you unique, what you want to offer and what your ideal customer looks like. Finally sharing tips on how to use kindness to wow clients and show your value beyond providing accurate financials.

Best for: Accountants and Bookkeepers
Speakers: Cindy Schroeder
Location: Winchester 2
Track: Business Growth
CPE Hours: not eligible
Level: Introduction
9:00–10:00 am
Breakout Sessions

You know your practice is capable of more: profit, billing and free time but you're trapped on the treadmill of daily issues. In this interactive and collaborative presentation, you'll discover what's holding you and your firm back.

Ideal Audience: Accountants and Bookkeepers seeking to improve their firm's financial health

Best for: Accountants and Bookkeepers
Speakers: John Marshall
Location: ROOM LL20 A
Track: Business Growth
CPE Hours: 1
Level: Intermediate
With changes in technology, and increased competition, how will you maintain a successful bookkeeping practice?  In this session, Successful Bookkeeper podcast host, Michael Palmer will breakdown the vital activities, strategies and resources you'll need to be profitable and valuable in the years to come.

Ideal Audience: Bookkeepers seeking to learn new ways to be successful.

Best for: Accountants and Bookkeepers
Speakers: Michael Palmer
Location: ROOM 210 B
Track: Business Growth
CPE Hours: 1
Level: Introduction
Millennial generation, technology, competition and so much more is driving a shift in expectations of our clients and the people we need to employ to deliver great experiences to our clients. How do firms make sense of this and build not only great brands but as an extension to this, a firm personality? It takes a fundamental shift in culture, mindset, values and attitudes. Will Farnell will share some of the cultural initiatives within his own firm, that have led to a more highly engaged, loyal and high-performing workforce.

Ideal Audience: Accounting firm owners interested in building a culture to attract the right talent.

Best for: Accountants and Bookkeepers
Speakers: Will Farnell, FCCA
Location: ROOM 210 C
Track: Organizational Culture
CPE Hours: 1
Level: Intermediate
In this hands-on session, you’ll learn specific workflow steps to help you manage your small business in the field, using QuickBooks Online Mobile App. We’ll demonstrate features to help you create estimates and invoices, accept payments and track employee schedules and time cards.

Ideal Audience: Anyone managing their own business finances.

Best for: Business Owners/Self-Employed
Speakers: Alicia Katz Pollock, MAT
Location: ROOM LL20 B
Track: Technology Training
CPE Hours: not eligible
Level: Beginning
Behind every set of numbers there's a human story, our skills as the "Natural Numbers Whisperer" brings this story to life for our clients. When viewed through our lens as a professional advisor real time data can transform from information into insights. This session is about identifying & delivering insights to your clients. We are in the knowledge transfer & client empowerment business. (We just happen to utilise Accounting as the delivery vehicle.) This session will give you the confidence & practical next steps to take on your advisory journey.

Ideal Audience: Accounting professionals interested in adding to their advisory service portfolio.

Best for: Accountants and Bookkeepers
Speakers: Clayton Oates, FIPA
Location: ROOM 211
Track: Advisory
CPE Hours: 1
Level: Intermediate
Having a bit of trouble paying the bills? Unfortunately, you are in good company as statistics prove that 87% of businesses have severe cash flow and working capital issues. In this session, you will learn how to spot the 5 rookie mistakes that kill your cash flow, why it's impossible to fix chronic cash flow problems without first addressing the self sabotage aspects and tangible strategies you can use to fix the cash flow crunch once and for all.

Ideal Audience: Anyone managing small business finances.

Best for: Business Owners/Self-Employed
Speakers: Rhondalynn Korolak, CA, LLB
Location: ROOM LL21 EF
Track: Financial Health
CPE Hours: not eligible
Level: Beginning
In this session, you will gain insight into the design and configuration of QuickBooks Online at the database level. The safeguards and limitations of the QBO Database will be emphasized. We will examine the basic tables of the more frequently used areas of QuickBooks Online when connecting 3rd party apps. There are a variety of 3rd party apps and by understanding the areas of QBO they access ProAdvisors can make more informed decisions as to what apps will help them accomplish tasks, and gain better outcomes for their clients.

Ideal Audience: Accounting professionals interested in learning how the QBO database works on the back end, and how to best choose apps for their clients.

Best for: Accountants and Bookkeepers
Speakers: Liz Scott
Location: ROOM 210 A
Track: Technology Training
CPE Hours: 1
Level: Advanced
Join this fast-paced, profound and inspiring session showing Partners in any-sized firm how to create and retain seriously GREAT clients, how to become a lightning-rod to attract fantastic talent, how to connect with their community in brand new ways and how to leave a legacy of which they’re justly proud. Accountants leave this session ready to apply what Paul calls ‘the Legacy Pathway’ where they understand not just how to leave a great legacy but how to live it and leverage it in stunning ways.

Ideal Audience: Accounting professionals who want to make a positive impact on the world.

Best for: Accountants and Bookkeepers
Speakers: Paul Dunn
Location: ROOM 212
Track: Business Growth
CPE Hours: 1
Level: Advanced
In this session, you will learn how to message and communicate your value proposition through strategic sales & marketing initiatives. Great messaging allows you to effectively educate your clients and prospects about your firm's capabilities and the value they will receive by engaging you for additional services. This session will provide you with the framework to focus on how to tell your story through website content & messaging, email nurturing, sales letters & conversations, generating leads and how to gather the best customer testimonials.

Ideal Audience: Large accounting firm leaders and staff leading marketing and sales initiatives.

Best for: Large Accounting Firms
Speakers: Jim Boomer
Location: ROOM 210 D
Track: Business Growth
CPE Hours: 1
Level: Intermediate
This presentation will take the audience on a journey to discover a game-changing approach to growing a million-dollar service business utilizing a "High-Impact Pricing Method" that generates maximum profits by clients that are perfect for that exact business.

Ideal Audience: Business owners who want to stop being afraid and start charging what you're worth!

Best for: Business Owners/Self-Employed
Speakers: Julie Gordon White
Location: ROOM LL21 CD
Track: Business Growth
CPE Hours: not eligible
Level: Introduction
Professional's lives are inundated with project deadlines, unfinished tasks, self-directed tasks, and time-sensitive actions. Simply put, business professionals are never task-free. Clients, employees, and vendors bombard you with a constant flood of inputs (emails, phone calls, texts and posts) that demand a response or action. During this session you will learn strategies for taming task overload and turning responses into intentional, thoughtful and highly effective actions in your practice…and your life.

Ideal Audience: Business owners who want to learn to live with extreme productivity and intentionality.

Best for: Business Owners/Self-Employed
Speakers: Joe Woodard
Location: ROOM LL20 C
Track: Life & Business Skills
CPE Hours: not eligible
Level: Intermediate
Small businesses must have the knowledge and resources to make informed decisions about their personnel needs. During this 1-hour session, you will learn how to determine if full-time employees, contractors, or a combination of the two is right for your company’s growth strategy.

Ideal Audience: Business owners who want to learn or explore how to find the right personnel and use them for multiple roles, optimizing capital.

Best for: Business Owners/Self-Employed
Speakers: Dr Shindale Seale, PhD
Location: ROOM LL21 AB
Track: Financial Health
CPE Hours: not eligible
Level: Introduction
Hear the details of what it is like to be a QuickBooks Live bookkeeper, the roles, the qualification, the onboarding experience and equipment used, the available training and support, how access to other bookkeepers within the network works, how schedules are created, and how teams are formed. We will also show a quick demo of the experience and answer your questions.

Ideal Audience: Accounting professionals considering a role in QuickBooks Live.

Best for: Accountants and Bookkeepers
Location: ROOM 231
Track: Business Growth
CPE Hours: not eligible
Level: Introduction
10:00–10:30 am
Explore the Connections Hall and the Innovation Hall to learn about the latest product trends and to connect with our sponsors.

Visit the Tech Theater in the Innovation Hall to see new tools and how they can help your business.

Best for: All Audiences
CPE Hours: not eligible
10:30 am–12:00 pm
Start the day off right. In this jam-packed keynote hosted by journalist Katie Linendoll, you’ll hear directly from Intuit as well as from actor and investor, Ashton Kutcher, and CEO of Rent the Runway, Jennifer Hyman.

Best for: All Audiences
Location: Main Stage
CPE Hours: not eligible
12:00–1:30 pm
Explore the Connections Hall and the Innovation Hall to learn about the latest product trends and to connect with our sponsors.

Visit the Tech Theater in the Innovation Hall to see new tools and how they can help your business.

Best for: All Audiences
CPE Hours: not eligible
12:00–4:30 pm
New this year, you can use Braindates to book time with fellow attendees, expert consultants and the QuickBooks support team. Learn more.

Best for: All Audiences
CPE Hours: not eligible
12:15–1:00 pm
Running a tech-forward business requires a lot of innovation! Let's get together to discuss the multitude of ways we use technology in our businesses, what strategies have worked, and what strategies we wish we hadn't spent time on. This session is perfect for you if you're the type of person that uses technology to reach their audience and manage their business efficiently. This could be anything from social media, to email marketing, to utilizing a client management system and more! Join us for a morning of networking & discussion.

Best for: Business Owners/Self-Employed
Speakers: Elisabeth Young
Location: Meetup Hub
CPE Hours: not eligible
1:00–1:30 pm
Turbocharge your business growth with Momentum to a Million Mentor, Julie Gordon White. She's hosting a live "Ask Me Anything", so bring your questions and get ready for rapid-fire tips and acceleration secrets.

Best for: All Audiences
Speakers: Julie Gordon White
Location: Meetup Hub
CPE Hours: not eligible
1:30–2:30 pm
Breakout Sessions

Implementing processes or growing your team? The challenges of fostering innovation can seem overwhelming. So how do you successfully implement visionary changes without disrupting your current success? The story of how Elliott Davis transformed its outsourced accounting practice from a small group of paraprofessionals to a robust team of degreed and licensed professionals will inspire your future-ready efforts. In this session, you'll learn tactical steps required to embrace change, manage through unintended consequences, and take your practice to the next level.

Ideal Audience: Large accounting firm owners interested in outsourced accounting services.

Best for: Large Accounting Firms
Speakers: Ashleigh Sutter, CPA
Location: ROOM 210 B
Track: Business Growth
CPE Hours: 1
Level: Intermediate
Intuit statistics have revealed that it takes on average, 18 months for a bookkeeper to become Cloud Savvy. Many firms hesitate to move to QBO and the cloud because they can’t afford this time commitment, or they don’t have the internal resources to carry their employee while they learn the new information. We will cover the fundamentals of what needs to be done to maximize the training of a new hire, or an existing employee to have them contributing to your bottom line after Week One.

Ideal Audience: Owners, partners, or managers of a Bookkeeping or Accounting firm seeking to learn best practices to onboard and train cloud bookkeepers.

Best for: Accountants and Bookkeepers
Speakers: Juliet Aurora
Location: ROOM LL20 A
Track: Organizational Culture
CPE Hours: 1
Level: Intermediate
In this session, we'll help you identify the attributes that make up your ideal client and help you get a template to use in the future to ensure you are working with profitable clients you enjoy.

Ideal Audience: Accounting professionals interested in improving their workflows by serving an ideal client profile.

Best for: Accountants and Bookkeepers
Speakers: Kellie Parks, CPB
Location: ROOM LL21 AB
Track: Business Growth
CPE Hours: 1
Level: Introduction
Cloud-based software and communication tools have made it easier to find talent globally. Remote jobs are so highly coveted that some candidates are willing to take up to a 50% decrease in compensation to work remotely. With so many applicants, how do you identify and filter candidates so that you have top talent AND a cultural fit that will enable your company to reach its goals? What tools (and processes) work best to find, narrow down, and select the best candidate that stays with a fast growing start up? Having the right skill set and cultural fit creates a synergy that will help drive the organization towards its goals at a rapid pace.

Ideal Audience: Accounting firm owners interested in growing their staff.

Best for: Accountants and Bookkeepers
Speakers: Stephanie Stewart, SHRM-CP, Michael Ly, MBA
Location: ROOM 211
Track: Organizational Culture
CPE Hours: 1
Level: Intermediate
This session is all about understanding the change happening all around us and how it affects the businesses & industries we operate in. We'll explore current & future trends in technology, changing demographics & the different attitudes of consumers and our ability to build relationships, innovate and connect on a human level for future success.

Ideal Audience: Business owners interested in learning how to maintain personal relationships through advances in automation.

Best for: Business Owners/Self-Employed
Speakers: Warren Cass
Location: ROOM 210 D
Track: Life & Business Skills
CPE Hours: not eligible
Level: Introduction
Sharpen your value proposition, cut through the noise, and win more ideal clients – clients who are perfect for your business.

Your prospects and clients are bombarded with messages from all directions. Come and learn how to hit the bullseye in their brain with a highly-relevant and critically- compelling message that grabs their attention and moves them to action.

Ideal Audience: Anyone who wishes to increase their effectiveness in attracting ideal clients to their business.

Best for: All Audiences
Speakers: Bill Cates, CSP, CPAE
Location: ROOM 210 A
Track: Business Growth
CPE Hours: 1
Level: Introduction
Join this fast-paced, profound and inspiring session showing Partners in any-sized firm how to create and retain seriously GREAT clients, how to become a lightning-rod to attract fantastic talent, how to connect with their community in brand new ways and how to leave a legacy of which they’re justly proud. Accountants leave this session ready to apply what Paul calls ‘the Legacy Pathway’ where they understand not just how to leave a great legacy but how to live it and leverage it in stunning ways.

Ideal Audience: Accounting professionals who want to make a positive impact on the world.

Best for: Accountants and Bookkeepers
Speakers: Paul Dunn
Location: ROOM 212
Track: Business Growth
CPE Hours: 1
Level: Intermediate
Take your small business to the next level with growth marketing strategies that scale. How do you guide your teams to develop a product or marketing plan that gets results without breaking the bank? In this session, we’ll cover high-level frameworks to help you approach the creation and implementation of a cost-effective growth marketing plan. If you’ve wondered how to approach digital marketing, relationship marketing, and content marketing for your business, we’ll discuss ways to think about developing and testing strategies that will allow you to scale.

Best for: All Audiences
Speakers: Jennifer Apy, MBA
Location: ROOM LL21 EF
Track: Business Growth
CPE Hours: not eligible
Level: Intermediate
Being a leader is primarily about people and relationships—it’s about communication. But many of us became leaders by doing hard, detailed, nose-to-the-grindstone work really well. We may not have a ton of training and comfort in those so-called “soft skills” that involve people, relationships and emotions. This interactive session will help you adapt best practices of leadership communication to your own situation and unique personality. You'll come away with clarity on what to say and how to say it--even when the conversations get difficult.

Best for: All Audiences
Speakers: Nancy Buffington, PhD
Location: ROOM LL20 C
Track: Organizational Culture
CPE Hours: not eligible
Level: Introduction
As a small business, your resources are precious. This panel will highlight the tried and tested tools of multiple entrepreneurs that have most streamlined the efficiencies of their business. Ranging from software to types of contractors, this session will help you prioritize which tools are worth your investment to ramp up your momentum.

Best for: Business Owners/Self-Employed
Speakers: Leah Gervais, Rachael Kay Albers, Jonathan Shelton, Elisabeth Young
Location: ROOM 210 C
Track: Business Growth
CPE Hours: not eligible
Level: Introduction
In this panel, you will learn from several finance experts on the importance and how-tos of securing the proper funding to meet your growth goals for your business. Especially in the early or high-growth phases of a business, having enough cash to fuel the business is critical. If you are in either of those phases, or desire to ignite your company through additional funding, this session is for you.

Best for: Business Owners/Self-Employed
Speakers: Tyler McBroom, CPA, MBA, Delorean Johnson, Marissa Louie, Precious Williams, JD
Location: ROOM LL21 CD
Track: Financial Health
CPE Hours: not eligible
Level: Introduction
2:30–3:00 pm
Explore the Connections Hall and the Innovation Hall to learn about the latest product trends and to connect with our sponsors.

Visit the Tech Theater in the Innovation Hall to see new tools and how they can help your business.

Best for: All Audiences
CPE Hours: not eligible
3:00–4:00 pm
Breakout Sessions

Apps, apps, and more apps. You’ve heard you should be using apps with QuickBooks but how do you know which ones to get started with and how do you choose the best app for your business? Liz and Heather will demystify the world of apps and help you understand the selection and connection process. Learn about specific apps to help you with cash flow, payroll, automation, reporting and industry-specific apps tailored just for your business.

Best for: Business Owners/Self-Employed
Speakers: Heather Satterley, EA, MSI, Liz Scott
Location: ROOM 210 B
Track: Technology Training
CPE Hours: not eligible
Level: Introduction
Modern firms are firms selling the right products to the right clients. Learn how to market for right clients, flow them into your CRM to sell them the right products and then execute effectively. Turn your firm into a well-oiled machine that is positioned to thrive now, and into the future.

Ideal Audience: Anyone managing marketing initiatives for accounting firms.

Best for: Accountants and Bookkeepers
Speakers: Darren Root
Location: ROOM LL21 CD
Track: Business Growth
CPE Hours: 1
Level: Intermediate
In this session, you will learn how to message and communicate your value proposition through strategic sales & marketing initiatives. Great messaging allows you to effectively educate your clients and prospects about your firm's capabilities and the value they will recognize by engaging you for additional services. This session will provide you with the framework to focus on how to tell your story through website content & messaging, email nurturing, sales letters & conversations, generating leads and how to gather the best customer testimonials.

Ideal Audience: Large accounting firm leaders and staff leading marketing and sales initiatives.

Best for: Large Accounting Firms
Speakers: Jim Boomer
Location: ROOM 210 D
Track: Business Growth
CPE Hours: 1
Level: Intermediate
In this session, Tyler McBroom, CPA will break down the strategies and tactics he has used to generate six figures of new business per month from Instagram alone, plus common strategies for other social media channels.  Tyler will share how he went from 500 followers to over 50,000 followers in just over a year, how to create content that engages your audience, plus his system for turning followers into actual paying clients. If you want to grow your firm rapidly without needing to attend late night in-person mixers or association board meetings, this session is for you.

Ideal Audience:  Accountants and Bookkeepers seeking to improve their social media marketing effectiveness.

Best for: Accountants and Bookkeepers
Speakers: Tyler McBroom, CPA, MBA
Location: ROOM 212
Track: Business Growth
CPE Hours: 1
Level: Beginning
Having a bit of trouble paying the bills? Unfortunately, you are in good company as statistics prove that 87% of businesses have severe cash flow and working capital issues. In this session, you will learn how to spot the 5 rookie mistakes that kill your cash flow, why it's impossible to fix chronic cash flow problems without first addressing the self sabotage aspects and tangible strategies you can use to fix the cash flow crunch once and for all.

Ideal Audience: Anyone managing small business finances.

Best for: Business Owners/Self-Employed
Speakers: Rhondalynn Korolak, CA, LLB
Location: ROOM LL21 EF
Track: Financial Health
CPE Hours: not eligible
Level: Beginning
In a world of change, accounting professionals are looking for the "how". How to communicate? How to collaborate? How to leverage technology? Laura Redmond, awarded 2019 Top Client Accounting Service ProAdvisor, goes behind the scenes to share her firm's methods for running a modern CAS practice. She will provide details that you can incorporate into your own business, including successful solutions for marketing, sales, onboarding, service delivery, and support.

Ideal Audience: Accountants and Bookkeepers seeking to grow their Client Advisory Services portfolio.

Best for: Accountants and Bookkeepers
Speakers: Laura Redmond
Location: ROOM 210 A
Track: Advisory
CPE Hours: 1
Level: Introduction
Intuit statistics have revealed that it takes on average, 18 months for a bookkeeper to become Cloud Savvy. Many firms hesitate to move to QBO and the cloud because they can’t afford this time commitment, or they don’t have the internal resources to carry their employee while they learn the new information. We will cover the fundamentals of what needs to be done to maximize the training of a new hire, or an existing employee to have them contributing to your bottom line after Week One.

Ideal Audience: Owners, partners, or managers of a Bookkeeping or Accounting firm seeking to learn best practices to onboard and train cloud bookkeepers.

Best for: Accountants and Bookkeepers
Speakers: Juliet Aurora
Location: ROOM LL20 A
Track: Organizational Culture
CPE Hours: 1
Level: Intermediate
Following up is one of the easiest ways to boost your revenue and increase the amount of potential clients coming through your door, but most entrepreneurs I speak to don’t follow up at all! I’ll teach you my proven follow-up system that you can start implementing today that also got me a spot to pitch on Shark Tank Season 4.

Ideal Audience: Business owners who are seeking to learn the keys to client follow up and how it increases top line revenue.

Best for: Business Owners/Self-Employed
Speakers: Michelle Weinstein
Location: ROOM LL20 C
Track: Business Growth
CPE Hours: not eligible
Level: Introduction
It’s widely known that physical threats trigger a ‘fight or flight’ response in the brain, but science has only recently uncovered that social threats trigger the exact same response. When this happens, we lose our ability to think critically, strategically, creatively, and collaboratively—all the things needed to do our best work. Learn the five critical drivers of engagement and performance, and discover practical steps to bring out the best thinking, collaboration, and innovation in yourself and your team.

Ideal Audience: Small to mid-side business owners with employees.

Best for: Business Owners/Self-Employed
Speakers: Abbey Louie, MA
Location: ROOM LL21 AB
Track: Organizational Culture
CPE Hours: not eligible
Level: Introduction
Craft the message for your business in 60 seconds or less. Learn how to hook prospects with a vivid vision, create a clear call to action, and simplify your value proposition. This interactive workshop will leave you ready to talk to potential customers, employees, partners and more on why your business matters.

Best for: All Audiences
Speakers: Carolyn Rodz
Location: ROOM 210 C
Track: Business Growth
CPE Hours: not eligible
Level: Introduction
4:00–4:30 pm
Explore the Connections Hall and the Innovation Hall to learn about the latest product trends and to connect with our sponsors.

Visit the Tech Theater in the Innovation Hall to see new tools and how they can help your business.

Best for: All Audiences
CPE Hours: not eligible
4:30–5:30 pm
End the day with a final keynote and a performance by Rockstar Concert Pianist Jade Simmons on the Main Stage.

Best for: All Audiences
Location: Main Stage
CPE Hours: not eligible
5:30–9:00 pm
Unwind after a jam-packed day of learning. Join us at Connectfest for an amazing musical line-up, food, drinks, entertainment, and fun with your fellow attendees.

Best for: All Audiences
Location: South Hall
CPE Hours: not eligible

Take a deep dive into these interactive workshops and walk away with expert skills and QuickBooks certification.

Filters:
x
Advisory:

Develop a vision and strategy with the changes needed to lead every business engagement with advisory services.
Business growth:

Explore new pricing strategies and get the insights you need to refine your niche.
Life and business skills:

Perfect your elevator pitch, improve work-life balance, and increase productivity.
Organizational culture:

Refine your hiring best practices and encourage diversity to create a thriving culture that celebrates your small business status.
Financial health:

Learn how to improve your money management skills, improve business cash flow, and increase profitability.
Technology training:

Take a deep dive into QuickBooks and connected solutions, and walk away with expert-level skills.
Business Growth Technology Training Organizational Culture Life & Business Skills
8:00 am–2:00 pm
This training will provide you with the skills and knowledge required to provide a professional level of support to small business clients and help them succeed using QuickBooks Online. Attendees will learn key features and best practice workflows to support clients. At the conclusion of the training, you’ll be better prepared to take the Certification exam with confidence.

Ideal Audience: Accounting Professionals who have attended the Introduction to QuickBooks Online For Accountants (or similar) and/or currently work with clients using QuickBooks Online on a regular basis.

Best for: Accountants and Bookkeepers
Speakers: Bryce Forney, CPA, Stacy Kildal
Location: ROOM LL20 C
Track: Business Growth
CPE Hours: 6
Level: Intermediate
8:00–8:30 am
Boost your memory and focus with 30 minutes of Yoga.

Best for: All Audiences
Location: Room Marketplace 1 (HIlton)
CPE Hours: not eligible
9:00–10:00 am
Breakfast & Connection
10:00–11:45 am
Breakout Sessions – Interactive Workshops

Are you in your first few years in business ready to FINALLY build a website that works? In this session, you'll learn the website essentials you need to be successful online, including DIY design tools and a cheat sheet of low-cost resources for launching and maintaining an effective presence online. Bring your computer, tablet or a notepad. In this workshop you'll have created all the content you'll need to build a great website.

Ideal Audience: Anyone needing a new (or improved) business website.

Best for: Business Owners/Self-Employed
Speakers: Rachael Kay Albers
Location: ROOM 211
Track: Business Growth
CPE Hours: not eligible
Level: Introduction
In this session, you'll learn what is involved in influencing your chosen niche, how to differentiate from generalists and what a niche client expects versus a general client. Learn how to re-align your niche if needed and come away with a list of activities to help you further penetrate your market. But more importantly, learn from the life lessons of the instructor and from each other during table discussions.

Ideal Audience: This workshop is for accountants who want to move their firm to focus on a specific niche.

Best for: Accountants and Bookkeepers
Speakers: Carl Reader, ACA FCCA QFP
Location: Room 210 AB
Track: Business Growth
CPE Hours: 2
Level: Intermediate
The modern accountant needs to niche/specialize, price services based on value and innovate in order to stay relevant. In this highly interactive workshop, we will discuss Positioning: how the customer sees you as positioned to solved their problems or serve their specific needs, Pricing: the way customer determines if they truly value the OUTCOME from working with you, and Innovation & Advisory: how you can create unique and exciting products and services that are non-commoditized.

Ideal Audience: Accounting professionals interested in refining their firm's pricing strategy.

Best for: Accountants and Bookkeepers
Speakers: Hector Garcia, CPA
Location: ROOM LL21 AB
Track: Business Growth
CPE Hours: 2
Level: Intermediate
In this two part workshop, you and one other key firm leader will use your own firm's data and industry best practice ideas to uncover the right business model for building a modern Client Advisory Service practice at your firm.

Ideal Audience: Accountants in key decision making roles, most responsible for growth and profitability at their firms.

Best for: Large Accounting Firms
Speakers: Marty French
Location: ROOM LL20 B
Track: Business Growth
CPE Hours: 2
Level: Intermediate
Data Quality is vital to the success of any business, especially companies in the professional service sector. Whether you are serving a law firm, accounting practice, or marketing company, the importance of tracking specific details at the invoice level often becomes time intensive and expensive. Discover how using custom fields in QuickBooks Online Advanced will increase your profitability by streamlining your workflow while improving the accuracy of your data. You'll also learn how to uncover additional advisory opportunities utilizing custom reporting based on your custom fields.

Ideal Audience: Accounting professionals interested in providing higher-value reporting to their professional services client base.

Best for: Accountants and Bookkeepers
Speakers: Mathew Fulton
Location: ROOM LL21 EF
Track: Technology Training
CPE Hours: 2
Level: Intermediate
Join Zapier Expert, Heather Satterley, as you design an automated client on-boarding workflow for your firm! Automate initial client scheduling, communications, document collection, engagement letter execution and the data entry of client information into the apps you already use in your firm. This session will be hands-on and requires pre-work to be completed before the session.

Ideal Audience: Accounting professionals interested in increasing the efficiency of their client onboarding processes.

Best for: Accountants and Bookkeepers
Speakers: Heather Satterley, EA, MSI
Location: Room 210 CD
Track: Technology Training
CPE Hours: 2
Level: Advanced
Many leaders don’t realize that they are ineffective and are holding their firms back from achieving great results. The skills that separate successful accountants with loyal clients from the less successful, burned out accountant are not what you think they are! Discover the key skills you need to improve your personal performance and understand what you’re doing that is creating a bottleneck in your results- Hint! It’s NOT WHAT YOU THINK IT IS! With this new understanding, we’ll explore how to uncover and develop the potential in your team members and grow your firm exponentially.

Ideal Audience: Accounting professionals who lead large teams of professionals at their firms.

Best for: Large Accounting Firms
Speakers: Erin Daiber, CPA, PCC
Location: ROOM LL21 CD
Track: Organizational Culture
CPE Hours: 2
Level: Intermediate
Starting with QuickBooks as the focused application to build out the administrative workflows and technology choices for a small business can be a very smart and practical strategy. It allows the business owner to assess more specifically what this robust financial management tool has to offer already and based on the business’s needs, a technology stack can be designed which may include additional integrations as needed to build a strong back office system for the business. Bring your computer if you want to build your own tech stack.

Ideal Audience: Business owners who want to learn build a tech stack that fits their SMB around QuickBooks.

Best for: Business Owners/Self-Employed
Speakers: Mariette Martinez, EA
Location: ROOM 212
Track: Technology Training
CPE Hours: not eligible
Level: Introduction
This two part workshop will teach you how to scale your advertising with Facebook Ads Manager so you can save time and money. Learn how Ads Manager is your one-stop tool to create, publish, and purchase ads across Facebook, Instagram, Messenger, or Audience Network. And you will learn how to use your Instagram business account to share your business’s unique personality. Utilize Instagram Direct Messages to drive conversations with customers and discover how to use Call-to-Action buttons effectively.

Best for: All Audiences
Speakers: Claire Kaptinski, Reese Dorrepaal
Location: ROOM LL20 A
Track: Technology Training
CPE Hours: not eligible
11:45 am–1:00 pm
Food & Fun
1:00–2:45 pm
Breakout Sessions – Interactive Workshops

Building Brand You is a workshop designed to take you from an 'nobody' to a 'somebody' in your industry. By using proven techniques, the workshop will help you identify the superstar within you and help you position yourself as a leader in your industry.

Ideal Audience: Business owners who want to formulate an action plan around brand building and subsequent content marketing.

Best for: Business Owners/Self-Employed
Speakers: Carl Reader, ACA FCCA QFP
Location: Room 210 AB
Track: Business Growth
CPE Hours: not eligible
Level: Introduction
Innovation is pretty much a requirement in today’s competitive market, but many of us had our creativity stifled by the time we finished middle school. This fun, game-changing “playshop” shares the latest in innovation research and design thinking behind some of the world’s most cutting-edge companies. A series of creativity challenges will bring back your natural ability to play and innovate, even when you’re under pressure. You’ll leave feeling agile and energized, with a range of effective tools that help you think out of the box and solve problems creatively in your business and your life.

Best for: All Audiences
Speakers: Nancy Buffington, PhD
Location: ROOM 211
Track: Life & Business Skills
CPE Hours: not eligible
Level: Introduction
As accounting professionals we want and need to attract new clients, but how? This session is a workshop providing best practices and exercises to guide you through creating a tailored marketing plan ready to implement immediately. You'll review what you have, identify what you don't have, and then plan where you want to be. You'll work through action steps to fill in the gaps, creating an actionable, tailored marketing plan on paper before you leave.

Ideal Audience: Anyone managing marketing initiatives for accounting firms.

Best for: Accountants and Bookkeepers
Speakers: Carla Caldwell
Location: ROOM LL21 CD
Track: Business Growth
CPE Hours: 2
Level: Intermediate
Ever have a client ask for years of data to be entered into QuickBooks Online? This class will show you how to get data into QuickBooks Online using Apps to import it quickly and easily. You'll learn how to format an Excel document properly for importing into QuickBooks Online, and how to work with a client to keep costs down with them getting the data ready for import. You'll be amazed at the speed you can do client catch-up work so you can collaborate with them to make a difference in their financial future.

Ideal Audience: Accounting professionals working to move client data into QuickBooks Online.

Best for: Accountants and Bookkeepers
Speakers: Debra Kilsheimer
Location: ROOM 212
Track: Technology Training
CPE Hours: 2
Level: Intermediate
Growing your practice can often mean working long hours, high levels of stress and worrying about paying the wages and your mortgage at the end of the month. And do you wish your team would pull their weight? There is another way. This session will take you through the 3 phases of growth, and key activities in each phase (ignore these at your peril), plus the 4 key resources you need to obsess about, to build a scalable & profitable $1m firm.

Ideal Audience: Accounting professionals seeking to grow their practice.

Best for: Accountants and Bookkeepers
Speakers: Heather Townsend
Location: ROOM LL21 AB
Track: Business Growth
CPE Hours: 2
Level: Intermediate
Are you so busy taking care of your clients that you haven't taken the time to explore QuickBooks Online, QuickBooks Online Accountant and ProConnect Online's new tools? Let's take a look at all those new little buttons and big feature enhancements that make each a pleasure to use. These new tools will help streamline your workflow and capture back time you didn't know you had!

Ideal Audience: Accounting professionals using QuickBooks Online and ProConnect Tax Online for client work.

Best for: Accountants and Bookkeepers
Speakers: Alicia Katz Pollock, MAT, Heather Satterley, EA, MSI
Location: ROOM LL21 EF
Track: Technology Training
CPE Hours: 2
Level: Advanced
In this two part workshop, you and one other key firm leader will use your own firm's data and industry best practice ideas to uncover the right business model for building a modern Client Advisory Service practice at your firm.

Ideal Audience: Accountants in key decision making roles, most responsible for growth and profitability at their firms.

Best for: Large Accounting Firms
Speakers: Marty French
Location: ROOM LL20 B
Track: Business Growth
CPE Hours: 2
Level: Intermediate
Writing a book can be a business game changer, helping expand your reach, influence, and revenue. In this interactive workshop you’ll learn a clear, practical process to go from idea to first draft: developing a book idea; outlining the book; and creating a writing schedule and routine. You’ll also learn the potential draft-abandoning obstacles in your journey to author-hood, along with a high-level overview of the next steps and resources to publish your book and share it with the world.

Ideal Audience: Anyone who wants to learn how to get their book written and published.

Best for: All Audiences
Speakers: Stacy Ennis, MA
Location: Room 210 CD
Track: Business Growth
CPE Hours: 1
Level: Introduction
In this workshop, we will discuss how to improve your lead funnel to attract and re-engage customers. We will discuss SEO, Pay per Click, Online Tracking, and KPIs.

Best for: All Audiences
Speakers: Roberto Martinez
Location: ROOM LL20 A
Track: Technology Training
CPE Hours: not eligible
Level: Introduction
2:45–3:00 pm
Stay and celebrate all that you have learned during QuickBooks Connect 2019, and say farewell to all the great connections you have made along the way.

CPE Hours: not eligible

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