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.

8:00–9:00 am
Registration and Breakfast
9:00–10:30 am
Accountant Welcome and Keynote
10:30–11:00 am
Break & Exhibits
11:00 am–12:00 pm
Breakout Sessions

Best for Accounts & Bookkeeprs.

Join us as we take you through the latest enhancements in QuickBooks Online and QuickBooks Desktop.

Best for: Accountants
Speakers: Juliet Aurora
CPD Hours: 1

Best for Accounts & Bookkeeprs.

Have you been taking full advantage of the tools and features within QuickBooks Online Accountant?  Whether you're new to QBOA or experienced, there's big value in attending this jam-packed session.  

Best for: Accountants
Speakers: Tiffany Stewart, Dawne Leaney-Davidson
CPD Hours: 1

Best for Accounts & Bookkeeprs.

This advanced session will teach you how to interconnect your existing app ecosystem to create robust automated workflows and create efficiencies in your practice. 

Best for: Accountants
Speakers: Matthew Kanas, Brian Clare
CPD Hours: 1

Best for Accounts & Bookkeeprs.

There are many financial benefits your firm and clients will experience as you build or expand in the cloud.  Join us to learn how the cloud economy can work for you, and how you can price your firm to win.

Best for: Accountants
Speakers: Bob Wang
CPD Hours: 1

Best for Accounts & Bookkeepers.

Are you a sole practitioner, ready to embrace the 4th industrial revolution? Automated Workflows and Integrated Apps are quickly adding in Artificial Intelligence.  In this session, accounting professionals will develop an understanding of avoid becoming an endangered species and thrive in the face of change.

Best for: Accountants
Speakers: Sherri-Lee Mathers
CPD Hours: 1

Best for Accounts & Bookkeeprs.

Off-shore outsourcing is a popular topic among bookkeepers and accounting firms worldwide and is gaining traction here in Canada. In this session will learn about outsourcing practices, and whether this model can help you scale your business.

Best for: Accountants
Speakers: Jas Saran
CPD Hours: 1

Best for Accounts & Bookkeepers.

With the introduction of Pro Tax, the new T2 tax filing feature within QBOA, you may be wondering how to determine which product is right for you - ProFile or Pro Tax?  Join this session to learn about the differences and best uses for each product.

Best for: Accountants
Speakers: Michael Di Lauro
CPD Hours: 1
12:00–1:30 pm
Lunch
1:30–2:30 pm
Breakout Sessions

Best for Accounts & Bookkeeprs.

Learn how to leverage technology and apps to streamline your firm's workflow, automate tasks and improve client relations.

Best for: Accountants
Speakers: Bob Wang, Jennifer Bauldic
CPD Hours: 1

Best for Accounts & Bookkeeprs.

When you think start-up, you often think of coders in your neighbour's garage, but it also means the new shop popping up on  Main St. Either way, they are  the future of your firm and the evolution of your service offering. Join us to learn why these businesses should be embraced and how best to service them.

Best for: Accountants
Speakers: Dianne Mueller, Susan Watkin
CPD Hours: 1

Best for Accounts & Bookkeepers.

Learn how cryptocurrency, block chain, AI, and machine learning (ML) will revolutionize the way you work with clients and within your practice.

Best for: Accountants
Speakers: Jason Hastie
CPD Hours: 1

Best for Accounts & Bookkeeprs.

Faced with a complex QuickBooks Online transaction? Have no fear, this session will take you through some challenging scenarios and equip you with the knowledge you need to succeed!

Best for: Accountants
Speakers: Gisele Doucet
CPD Hours: 1

Best for Accounts & Bookkeeprs.

In this session, a representative from the Canada Revenue Agency will share valuable updates you'll need for a smooth transition into the upcoming T1 and T2 tax season.

Best for: Accountants
Speakers: Brenda Weeks
CPD Hours: 1

Best for Accounts & Bookkeepers.

Ever wonder about the economic effects of fraud could have on your clients or practice?  Join us for an informative discussion about the impact of fraud and learn how to minimize its effects.

Best for: Accountants
Speakers: Esther Friedberg-Karp
CPD Hours: 1

Best for Accounts & Bookkeeprs.

Join us as we take you through the latest enhancements in QuickBooks Online and QuickBooks Desktop.

Best for: Accountants
Speakers: Juliet Aurora
CPD Hours: 1
2:30–3:30 pm
Break & Exhibits
3:30–4:30 pm
Breakout Sessions

Best for Accounts & Bookkeeprs.

This advanced session will teach you how to interconnect your existing app ecosystem to create robust automated workflows and create efficiencies in your practice. 

Best for: Accountants
Speakers: Matthew Kanas, Brian Clare
CPD Hours: 1

Best for Accounts & Bookkeepers.

If you have a team, or plan to build one and are moving your practice to the cloud or have already done so, attend this session. Creating an innovative culture is key for your firm's survival. You must disrupt the status quo to continue to succeed in an ever-changing tech-focused world. This session will teach you change-management strategies designed to create a strategic culture-shift within your firm, to drive cloud expansion, innovation, efficiencies, and ultimately revenue.

Best for: Accountants
Speakers: Janeen  Stodulski
CPD Hours: 1

Best for Accounts & Bookkeeprs.

Faced with a complex QuickBooks Online transaction? Have no fear, this session will take you through some challenging scenarios and equip you with the knowledge you need to succeed!

Best for: Accountants
Speakers: Gisele Doucet
CPD Hours: 1

Best for Accounts & Bookkeeprs.

This session with take a deep dive into all things sales tax, focusing on complex sales tax scenarios, correct usage of the tax codes and a whole lot more.

Best for: Accountants
Speakers: Marnie Stretch
CPD Hours: 1

Best for Accounts & Bookkeeprs.

Learn the opportunities and road blocks experienced by both modern cloud-first practices and those that have evolved to stay ahead of the curve.

Best for: Accountants
Speakers: Damien Greathead, Sean Duffy, Carrie Mulrooney, Juliet Aurora, Bob Wang
CPD Hours: 1

Best for Accounts & Bookkeeprs.

Have you been taking full advantage of the tools and features within QuickBooks Online Accountant?  Whether you're new to QBOA or experienced, there's big value in attending this jam-packed session.  

Best for: Accountants
Speakers: Tiffany Stewart, Dawne Leaney-Davidson
CPD Hours: 1

Best for Accounts & Bookkeepers.

Are you a sole practitioner, ready to embrace the 4th industrial revolution? Automated Workflows and Integrated Apps are quickly adding in Artificial Intelligence.  In this session, accounting professionals will develop an understanding of avoid becoming an endangered species and thrive in the face of change.

Best for: Accountants
Speakers: Sherri-Lee Mathers
CPD Hours: 1
4:30–6:30 pm
Reception & Exhibits

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* More sessions coming soon. Sessions, speakers, and timing are subject to change.

Main Day

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

8:00–9:00 am
Registration and Breakfast
9:00–10:30 am
Welcome and Keynote
10:30–11:00 am
Break & Exhibits
11:00 am–12:00 pm
Breakout Sessions

Business Owners & Self-Employed.

In this session, you'll learn how Google can help you drive traffic to your website.

Best for: Business Owners/Self-Employed
Speakers: Jyll Saskin Gales
CPD Hours: not eligible

Business Owners & Self-Employed.

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

Best for: Business Owners/Self-Employed
CPD Hours: not eligible

Best for All Audiences.

As a business leader, you may have heard about ways to leverage content marketing, but are less interested in investing the time to become an expert, since it is not core to your job. This workshop will take a tour of all the pieces that go into forming a sound content strategy, and show how they all fit together -- using specific examples and tools. In this talk, you will get just enough knowledge to improve your content strategy to grow your business, while avoiding the common pitfalls.

Best for: Accountants, Business Owners/Self-Employed, Large Accounting Firms, Developers
Speakers: Bram Warshafsky
CPD Hours: not eligible

Best for All Audiences.

Ask More – Not Less: Brain science reveals how to fix burnout, unlock performance and grow your business. You want to grow your business and get things done, so you ask for more from your employees, but if you don’t know how to ask for the right kind of more - you risk burning out your superstars and disengaging the rest. In this session, presenter Brady Wilson will share how you unlock employee performance to grow your business.

Best for: Accountants, Business Owners/Self-Employed, Large Accounting Firms, Developers
Speakers: Brady Wilson
CPD Hours: not eligible

Best for Accounts & Bookkeeprs.

Join a small group discussion to share your best practices and learn from others. More details to come.

Best for: Accountants
CPD Hours: not eligible

Best for Developers.

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

Best for: Developers
CPD Hours: not eligible
12:00–1:30 pm
Lunch
1:30–2:30 pm
Breakout Sessions

Business Owners & Self-Employed.

In this session, you'll learn how Google can help you drive traffic to your website.

Best for: Business Owners/Self-Employed
Speakers: Jyll Saskin Gales
CPD Hours: not eligible

Best for All Audiences.

People make decisions for emotional reasons - then justify them with rational ones. In this session, you will learn to decode what drives client decisions in today's Feelings Economy, and what you need to do to unlock trust, possibility and progress.

Best for: Accountants, Business Owners/Self-Employed, Large Accounting Firms, Developers
Speakers: Brady Wilson
CPD Hours: not eligible

Best for All Audiences.

In this highly experiential workshop, you'll explore the concept of ‘work-life alignment’ as a powerful tool for greater ease, effectiveness and fulfillment in all aspects of your life. You'll be introduced to simple, research backed practices for developing sustainable well-being and leave this workshop with a fresh perspective on how to cultivate whole life success.

Best for: Accountants, Business Owners/Self-Employed, Large Accounting Firms, Developers
Speakers: Ashleigh Frankel
CPD Hours: not eligible

Business Owners & Self-Employed.

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

Best for: Business Owners/Self-Employed
CPD Hours: not eligible

Business Owners & Self-Employed.

More details to come.

Best for: Accountants, Business Owners/Self-Employed, Large Accounting Firms, Developers
CPD Hours: not eligible

Best for Accounts & Bookkeeprs.

Join a small group discussion to share your best practices and learn from others. More details to come.

Best for: Accountants
CPD Hours: not eligible

Best for Developers.

You've got a great idea for a small business app and you want to leverage data from QuickBooks. Learn best practices and practical techniques for creating the most efficient, effective, and beautiful app integration.

Best for: Developers
CPD Hours: not eligible
2:30–2:45 pm
Break & Exhibits
2:45–3:45 pm
Breakout Sessions

Best for All Audiences.

More details to come.

Best for: Accountants, Business Owners/Self-Employed, Large Accounting Firms, Developers
CPD Hours: not eligible

Best for All Audiences.

More details to come.

Best for: Accountants, Business Owners/Self-Employed, Large Accounting Firms, Developers
CPD Hours: not eligible

Best for All Audiences.

In this highly experiential workshop, you'll explore the concept of ‘work-life alignment’ as a powerful tool for greater ease, effectiveness and fulfillment in all aspects of your life. You'll be introduced to simple, research backed practices for developing sustainable well-being and leave this workshop with a fresh perspective on how to cultivate whole life success.

Best for: Accountants, Business Owners/Self-Employed, Large Accounting Firms, Developers
Speakers: Ashleigh Frankel
CPD Hours: not eligible

Best for All Audiences.

In this session, speaker Bram Warshafsky will share the lessons he learned building, scaling and ultimately selling his tech start-up, and five guiding principles to help you succeed.

Best for: Accountants, Business Owners/Self-Employed, Large Accounting Firms, Developers
Speakers: Bram Warshafsky
CPD Hours: not eligible

Best for Accounts & Bookkeeprs.

Join a small group discussion to share your best practices and learn from others. More details to come.

Best for: Accountants
CPD Hours: not eligible

Best for Developers.

Youve completed your integration and published your app on the QuickBooks App Store. How do you make sure your target customers will find your app? Come to this informative workshop to learn about SEO techniques and marketing best practices to make sure the right customers find and connect your app.

Best for: Developers
CPD Hours: not eligible
3:45–4:00 pm
Break & Exhibits
4:00–5:00 pm
Afternoon Keynote
5:00–6:30 pm
Reception & Exhibits
6:30–11:00 pm
Celebration

Download App to Build Your Agenda

* More sessions coming soon. Sessions, speakers, and timing are subject to change.

Accountant Training

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.

8:00–9:00 am
Breakfast
9:00 am–5:00 pm
Training Sessions

Best for Accounts & Bookkeepers.

In this session, you’ll learn about the core functionality of QuickBooks Online, prepare for the Certification exam, and have an opportunity to write the exam at the end of the day. You must bring a laptop to this session. Lunch will be provided.

Best for: Accountants
CPD Hours: 1

Best for Accounts & Bookkeepers.

In this session, you’ll continue building upon the content you learned in the QuickBooks Online Certification course, and learn about more QuickBooks Online features. You must be Core Quicksbooks Online Certified to take this class. Lunch will be provided.

Best for: Accountants
CPD Hours: 1

Best for Accounts & Bookkeepers.

Get your firm to the cloud with Workflow MasterClass, a rigorously developed workflow program powered by QuickBooks and its app partners. Through Deep-dive how-certification programs we will ease your firm's transition to the cloud. Lunch will be provided.

Best for: Accountants
CPD Hours: 1

Best for Accounts & Bookkeepers.

In this session, the Canadian Payroll Association will share important payroll information and you'll discover the key elements of QuickBooks Online Advanced Payroll.  This includes setting up payroll and employees, running payroll, generating reports and more. You must bring a laptop to this session. Lunch will be provided.

Best for: Accountants
CPD Hours: 1

Best for Accounts & Bookkeepers.

Be prepared for tax season. Get the knowledge you need to succeed and help your clients prosper. By the end of this training, you should be able to plan, prepare and EFILE T1 and T2 returns under the most common scenarios. Lunch will be provided.

Prior to attending the in person session, you must attend the set up and configuration webinar. You must also bring a laptop and have ProFile loaded.

Best for: Accountants
CPD Hours: 1

Download App to Build Your Agenda

* More sessions coming soon. Sessions, speakers, and timing are subject to change.

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