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.

8:30–10:00 am
Registration and Breakfast
9:00–10:30 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
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
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
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
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
CPE Hours: 1

Best for Accountants & Bookkeepers.

Description coming soon

Best for: Accountants
CPE Hours: 1

Best for Large Accounting Firms.

Description coming soon

Best for: Large Accounting Firms
CPE Hours: 1
12:00–12:45 pm
QuickBooks Connect Tour
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
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
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
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
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
CPE Hours: 2

Best for Accountants & Bookkeepers.

Description coming soon

Best for: Accountants
CPE Hours: 1

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.

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
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
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
CPE Hours: 1

Best for Accountants & Bookkeepers.

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

Best for: Accountants
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
CPE Hours: 1

Best for Accountants & Bookkeepers.

Description coming soon

Best for: Accountants
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
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
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
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 All Audiences.

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: Accountants, Business Owners/Self-Employed, Developers
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.

Creativity, confidence and connections, these are the battle cry for many making the leap to self-employment. During this session, gain insights from four fearless women who left careers with some of the worlds biggest brands to strike out on their own.

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.

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

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.

The hustle is real is defining a new generation of workers who reshaping the way we work. During this session, hear from four creative minds who are in varying stages of the hustle, balancing full-time jobs with new businesses working for themselves.

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

Best for All Audiences.

Today, the average American spends 24 hours a week on the Internet with online search as a primary channel to connect individuals with brands. During this workshop, learn the ins and outs of online search to rise above the competition online.

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. 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.

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: 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.

Description coming soon

Best for: Accountants
CPE Hours: 1

Best for Accountants & Bookkeepers.

Leadership presence is central to your professional brand, yet it often lacks two key elements: 1) cohesion across different platforms, and 2) alignment of online and face-to-face presence. What results isn't really presence at all, but an assortment of random, sometimes contradictory messaging that makes it hard for others to understand who you are and what you're about. We offer original ways to align and elevate your digital and face-to-face presence to create a powerful, authentic brand.

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

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
By staying small, one can pave the path to making a big impact. As journalists, authors, coaches and so much more, learn tips from four entrepreneurs who have been through the paces while uncovering new revenue streams and growing a business of one.

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.

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.

Today, the average American spends 24 hours a week on the Internet with online search as a primary channel to connect individuals with brands. During this workshop, learn the ins and outs of online search to rise above the competition online.

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

Best for All Audiences.

Creativity, confidence and connections, these are the battle cry for many making the leap to self-employment. During this session, gain insights from four fearless women who left careers with some of the worlds biggest brands to strike out on their own.

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

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
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
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
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
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
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
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
CPE Hours: 1

Best for Accountants & Bookkeepers.

Description coming soon

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
CPE Hours: 1
10:20–11:20 am
Tax session
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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* More sessions coming soon. Sessions, speakers, and timing subject to change.

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Expires 9/20/18

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