Agenda

QuickBooks Connect 2019 offered education, inspiration and networking opportunities.

Accountant Day

Kick off this year’s event with a day designed just for accounting professionals. Hear from industry experts on the future of technology and learn how to prepare for the trends that may impact business models. Book a Braindate to connect with peers and experts for one-on-one learning. Additional sessions coming soon.

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.
Advisory Business Growth Technology Training
7:30–9:00 am
Join us for breakfast and explore the Exhibit Hall on Monday and Tuesday to learn about the latest product trends, shop the Small Biz Bazaar and to connect with our sponsors from 7:30am-6:30pm.

The Exhibit Hall will be closed on Wednesday.

Best for: All Audiences
Location: Level 200, Exhibit Hall
CPD Hours: not eligible
7:30–9:00 am
Book a Braindate to get personalized help from fellow attendees, speakers, Intuit marketing and design experts and the QuickBooks Support team. View the marketplace and book a meeting in the conference mobile app.

Best for: All Audiences
Location: Braindate Hub
CPD Hours: not eligible
8:00–8:45 am
Join us in a meet up to discuss how you embrace diversity. From the way you work to the people you work with. Share out your experiences and learn from others.

Best for: Accountants and Bookkeepers
Speakers: Twyla Verhelst
Location: Future Lounge
CPD Hours: not eligible
9:00–10:00 am
Hear from Intuit about the most important innovations for accounting professionals as well as from Trend Forecaster and Author, Michael McQueen on how to prepare now for what’s next.

Best for: All Audiences
Location: Main Stage
CPD Hours: 1
10:00–11:00 am
Explore the Exhibit Hall on Monday and Tuesday to learn about the latest product trends, shop the Small Biz Bazaar and to connect with our sponsors from 7:30am-6:30pm.

The Exhibit Hall will be closed on Wednesday.

Best for: All Audiences
Location: Exhibit Hall
CPD Hours: not eligible
10:00–11:00 am
10:10 - 10:30am - QuickBooks Online Accountant: Year-end Ease with Workpapers and Pro Tax
See how one platform can house all your year-end work, from Workpapers to Tax.

10:35 - 10:50am - QuickBooks Desktop: What's New in QuickBooks Desktop 2020
Get paid faster and improve order fulfillment process.

Location: Tech Theatre
CPD Hours: not eligible
10:00 am–6:30 pm
Book a Braindate to get personalized help from fellow attendees, speakers, Intuit marketing and design experts and the QuickBooks Support team. View the marketplace and book a meeting in the conference mobile app.

Best for: All Audiences
Location: Braindate Hub
CPD Hours: not eligible
11:00 am–12:00 pm
Breakout Sessions

The trusted advisor is a popular term right now, but what does it actually mean, and how do you make the leap to “trusted advisor”? It starts with the debits and credits and keeps you where you feel most comfortable - in the numbers. This session will focus on defining the trusted advisor in terms of services you are perfectly positioned to provide, and maybe help you realize some of the services you shouldn’t be providing, but instead, partnering with others to make sure your client is taken care of.

Best for: Accountants and Bookkeepers
Speakers: Damien Greathead
Location: Room 104 AB
Track: Advisory
CPD Hours: 1
Level: Advanced
The bookkeeping firms’ competitive landscape is changing. More and more traditional accounting firms want to begin offering cloud accounting solutions, but they don’t know where to start. Therefore, they are looking for cloud accounting/bookkeeping firms who have a cloud-based workflow, and employ tech-savvy teams. Have you thought about selling your firm? If so, why or why not? What do large firms look for? How can you position yourself to maximize your potential? Come learn from Bob Wang, who has recently sold his highly successful firm to Deloitte LLP.

Best for: Accountants and Bookkeepers
Speakers: Bob Wang
Location: Room 201 CDEF
Track: Business Growth
CPD Hours: 1
Level: Advanced
If you're relatively new to the apps available for use with QuickBooks Online, this session will help you navigate the ecosystem, and vet apps for you and your clients. You will also be introduced to key apps and engage in a discussion about how to select and implement apps.

Best for: Accountants and Bookkeepers
Speakers: Tiffany Stewart, Dawne Leaney-Davidson
Location: Room 206 CDEF
Track: Technology Training
CPD Hours: 1
Level: Introduction
E-commerce bookkeeping is not easy! In this session we will demystify it! We will discuss 6 reasons why e-commerce bookkeeping is difficult and provide insights into each challenge. We will take you through the most common methods used to integration Shopify & Amazon into QuickBooks Online. We will go over the Pros & Cons of the most common integration apps. You will leave this session with not only a solid understanding of the differences involved in e-comm bookkeeping but with an understanding of what integration apps to use to best help your e-commerce clients be more successful.

Best for: Accountants and Bookkeepers
Speakers: Teresa Slack
Location: Room 202 ABCD
Track: Technology Training
CPD Hours: 1
Level: Introduction
Attention accountants and bookkeepers: we’ve heard you loud and clear. We know that you want to make the move to fixed fees, but you need a plan of action. Well, we have great news: we have built one for you!

In this session, we outline the steps required to prepare, build and implement a fixed fee pricing model, including:

  • How to bundle recurring and nonrecurring services
  • The key to determining a time/cost baseline of each service
  • Calculating cost + margin to price service bundles
  • How to have the “value” conversation with clients before and during implementation
  • The scale and profitability that fixed fees open up for your practice


Best for: Accountants and Bookkeepers
Speakers: Guy Pearson
Location: Room 203 ABCD
Track: Business Growth
CPD Hours: 1
Level: Intermediate
Are you considering moving clients to QBO, but are unsure where to begin? This session includes an actionable plan for migrating clients! Learn how to complete a migration yourself or engage with a member of Intuit's Sales Delivery Manager team for their guidance. Also included is a discussion about the resources and tools available to assist you during conversion and client onboarding. You will also leave with conversion best practices and post conversion checks.

Best for: Accountants and Bookkeepers
Speakers: Tania Franolic
Location: Room 205 ABCD
Track: Business Growth
CPD Hours: 1
Level: Introduction
Cette session vous permettra d’apprendre comment automatiser l’entrée de données en utilisant l’application MoneyThumb, Quickbooks et Dossier Travail (version amélioré) pour produire vos avis aux lecteurs.

Best for: Accountants and Bookkeepers
Speakers: Atiba Lewis
Location: Room 206 AB
Track: Technology Training
CPD Hours: 1
Level: Intermediate
Are you curious about the alternative lending space in Canada, or interested to learn how you can gain critical unsecured, short-term funding from lenders as soon as 48 hrs? Join this panel interview with three of Intuit's preferred lending partners. We will dive into topics such as how the alt-lending space works in Canada, how lending partners differentiate from each other and why small businesses and ProAdvisors should consider them when seeking funding. Panelists include: Lendified, FundThrough and LendingLoop.

Best for: Accountants and Bookkeepers
Speakers: Sean Bush, MBA, Kevin Clark, Cato Pastoll, Steve Uster, MBA
Location: Room 104 CD
Track: Business Growth
CPD Hours: 1
Level: Intermediate
12:00–1:30 pm
Join us for lunch. Explore the Exhibit Hall on Monday and Tuesday to learn about the latest product trends, shop the Small Biz Bazaar and to connect with our sponsors from 7:30am-6:30pm.

The Exhibit Hall will be closed on Wednesday.

Best for: All Audiences
Location: Exhibit Hall
CPD Hours: not eligible
12:00–1:30 pm
12:10 - 12:30pm - QuickBooks: Sales Tax in QuickBooks Online
Get a walkthrough of the new workflows and capabilities in the QuickBooks Online Sales Tax Center.

12:30 - 12:45pm - REMITR: Nonstop Global Business Payments
Learn about fast 1-day payments and REMITR’s Accountant Partnership Program.

12:50 - 1:05pm - TSheets: TSheets PRO Fundamentals
Establish your expertise in time tracking with TSheets.

1:05 - 1:20pm - QuickBooks Payroll: Project Costing with TSheets & Payroll
Allocate your payroll expenses to desired Projects in QuickBooks Online

Location: Tech Theatre
CPD Hours: not eligible
12:45–1:30 pm
Everyone needs an escape from the daily grind sometimes, but how do you juggle the work/life balance. come together to share out how you handle taking time away from work.

Best for: Accountants and Bookkeepers
Speakers: Tania Madarasz, Christian Madarasz
Location: Future Lounge
CPD Hours: not eligible
1:30–2:30 pm
Breakout Sessions

Have you ever asked for an invite to a QuickBooks Online file to pop in and have a quick and free look around for a prospective client? There's a better way! Make paid diagnostic reviews one of your official offerings. Reviews are the gateway to right-priced clean-ups and engagements. This session will outline what to cover in your review and tools that can assist you to turn it around quickly. We’ll help you set a price for this valuable service and discuss the most effective ways to present your findings.

Best for: Accountants and Bookkeepers
Speakers: Marnie Stretch
Location: Room 203 ABCD
Track: Advisory
CPD Hours: 1
Level: Intermediate
Decisions and choices come at us from all sides. Apps, pricing, hiring, priorities, timing are all decisions you must make for your business to succeed. But what is success? Learn a framework to help evaluate your ‘what to do next’ decisions, pulling together all the information you’ve gained into a coherent plan of attack. A plan that will enable your business to reach success, however you define it. Many changes are occurring in industry, but the solid business concepts you learn in this session will provide the strong foundation needed to thrive, regardless of industry disruptions.

Ideal Audience: Bookkeepers who are relatively new to cloud accounting and ready to implement a decision process in their business.

Best for: Accountants and Bookkeepers
Speakers: Suzanne Haynes
Location: Room 201 CDEF
Track: Business Growth
CPD Hours: 1
Level: Introduction
If you have remote staff or have considered moving your practice in this direction, this panel discussion is for you! Experts will share their trials, successes and best practices, equipping you with the knowledge to optimize your remote workforce or dive into this new experience.

Ideal Audience: Firms considering hiring or already managing remote staff.

Best for: Accountants and Bookkeepers
Speakers: Andrew Wall, CPA, CMA, Carrie Mulrooney, CB, CPB, Dianna Thorne, CPA, CA, Sean Duffy, CPA, CMA
Location: Room 104 CD
Track: Business Growth
CPD Hours: 1
Level: Advanced
In this session, you’ll learn the basics of Zapier, including the benefits and setup, followed by examples of specific zaps used by the session presenters and their peers. The zaps featured will take you on a journey from basic usage through to complex, with each example building on the last.

Ideal Audience: Accounting professionals who love automation and ready to discover the power of Zapier.

Best for: Accountants and Bookkeepers
Speakers: Brian Clare, CPA, CMA, MBA, Kellie Parks, CPB
Location: Room 206 CDEF
Track: Technology Training
CPD Hours: 1
Level: Intermediate
Thanks to recent innovations, financial practices are undergoing significant change, leading to an evolution in the role of finance teams.

In this presentation, designed by a team of CPAs who deliver award-winning services, you will learn:

  • How finance departments can modernize their financial systems with new technologies and apps
  • Processes for better workflow and increased security
  • Efficiencies and budgetary savings
  • New ways to do banking, bookkeeping, and even survive year end


Best for: Accountants and Bookkeepers
Speakers: Laura Gay, CPA, CA
Location: Room 202 ABCD
Track: Advisory
CPD Hours: 1
Level: Introduction
Cette présentation a pour but, de vous informer sur les bonnes pratiques à aborder lors d’une intégration chez un client, certaines possibilités de migrations, quelques difficultés que l'on peut rencontrer et les applications disponibles en français qui peuvent nous aider dans notre quotidien. Toutes ces informations et plus encore, vous seront présentées.

Best for: Accountants and Bookkeepers
Speakers: Ricky Duquette
Location: Room 206 AB
Track: Technology Training
CPD Hours: 1
Level: Introduction
Payroll represents one of the largest business expenses for an organization, often in the range of 40 to 70 percent. And legislative changes are profoundly impacting the way finance deals with payroll. Learn about the issues affecting your payroll operations and prepare your organization for future changes. The session will focus on changes at the Federal and provincial levels.

The Federal level of government has a significant impact on the lives of payroll professionals through the legislation and regulations that they have responsibility for. A component of the discussion will focus on updates from the Canada Revenue Agency and Service Canada and what the impact is on payroll currently and in the future.

Recently there has been a significant amount of change in many provinces relative to legislation and regulation impacting payroll. This has particularly been the case with Employment and Labour Standards. In addition many other legislative changes at a provincial level have to be monitored to establish their impacts on administering an organizations payroll. The session will also look in detail at what is changing on a provincial level in Ontario and through the country currently and in the future.

Ideal Audience: This session is ideal for those that have responsibility for, or oversight over, the payroll compliance role within an organization.

Best for: Accountants and Bookkeepers
Speakers: Steven Van Alstine, CPM, CAE
Location: Room 104 AB
Track: Advisory
CPD Hours: 1
Level: Intermediate
In this session, we will demonstrate a selection of the most impactful QBO and QBOA features launched in the past year and share a sneak peek of some features to come.

Ideal Audience: Accounting professionals who use QBO and QBOA within their practice.

Best for: Accountants and Bookkeepers
Speakers: Melika Hope, CPA, CA, Graham Sharples
Location: Room 205 ABCD
Track: Technology Training
CPD Hours: 1
Level: Intermediate
2:30–3:30 pm
Explore the Exhibit Hall on Monday and Tuesday to learn about the latest product trends, shop the Small Biz Bazaar and to connect with our sponsors from 7:30am-6:30pm.

The Exhibit Hall will be closed on Wednesday.

Best for: All Audiences
Location: Exhibit Hall
CPD Hours: not eligible
2:30–3:30 pm
2:50 - 3:05pm - Ceridian: The Perfect Payroll Partnership
Get a complete picture of your business from payroll to sales with Ceridian’s API with QuickBooks.

3:05 - 3:20pm - CIBC: Save Time with CIBC SmartBankingTM for Business
Learn how our dynamic digital solution can help you make quick, informed decisions.

Location: Tech Theatre
CPD Hours: not eligible
2:45–3:30 pm
Technology is all around us. Join us for this meet up to discuss your best tech app practices. Learn and share with others to find new tech apps to bring into your work life.

Best for: Accountants and Bookkeepers
Speakers: Kellie Parks, CPB
CPD Hours: not eligible
3:30–4:30 pm
Breakout Sessions

Bookkeeping isn’t just about meeting CRA obligations and compliance, it is about taking that data you have collected and using it to guide you into the next phase of your business, and to help you do the same for your clients. By understanding how to get the data you want out of your QuickBooks Online file and what it means, you can look ahead and plan the path you want to take, and help your clients on their journey as their advisor. With the data you’ve gathered in QuickBooks Online, it is time to customize and analyze reports, and create projections, budgets, and pricing plans for your future. Learn the means, and the meaning behind the numbers and the key points to pay attention to if you’re looking for profitability and growth, and to become that trusted advisor to your clients.

Best for: Accountants and Bookkeepers
Speakers: Susan Watkin
Location: Room 203 ABCD
Track: Advisory
CPD Hours: 1
Level: Intermediate
We all know about the benefits of moving to the cloud – better accessibility for us and our clients, the ability to automate workflows and to work from anywhere. So why, despite a lot of excitement when we get started with a client, do we experience problems? Clients call frustrated and saying that they “just want to go back to the way things were”! What went wrong? In many cases, what was missing was a change management plan. Learn key change management strategies that can help you be more successful in the future.

Best for: Accountants and Bookkeepers
Speakers: Ingrid Himmelman
Location: Room 202 ABCD
Track: Business Growth
CPD Hours: 1
Level: Advanced
Every tradesperson has a toolbox. Why should ProAdvisors be different? Well that’s because QBOA’s Accountant Tools are different! For starters they’re a secret set of tools, only available to trouble-shooting ProAdvisors. So if you’re a ProAdvisor who likes to zap client-file problems, then attend this one-hour session to get the lowdown on how (and when) to use your own QBOA Accountant Tools.

Ideal audience: Accounting professionals who use QBO for their clients and have not yet been exposed to QBOA’s Accountant Tools.

Best for: Accountants and Bookkeepers
Location: Room 104 AB
Track: Technology Training
CPD Hours: 1
Level: Introduction
When you’re considering a payroll app for your customer, it’s important to be fully knowledgeable on what it can deliver. Attend this session for a close-up look at QuickBooks Online Standard Payroll and what it offers. We’ll cover the payroll items included, explain what is meant by “assisted” and discuss best practices for accrued vacation pay. We'll talk about which customers are a right fit, followed by a look at latest improvements and what’s on the roadmap.

Ideal Audience: Accounting professionals who haven’t looked at QuickBooks Online Standard Payroll in the last year and those who use it, but aren’t familiar with recent changes.

Best for: Accountants and Bookkeepers
Speakers: Marnie Stretch
Location: Room 201 CDEF
Track: Technology Training
CPD Hours: 1
Level: Intermediate
Have you been using QuickBooks Online for years, consider yourself an expert and are craving more QBO knowledge? Join this session to learn a variety of useful tips & tricks!

Ideal Audience: Accounting professionals who have extensive QBO experience.

Best for: Accountants and Bookkeepers
Speakers: Tanis Young, CFP, CPB
Location: Room 205 ABCD
Track: Technology Training
CPD Hours: 1
Level: Advanced
Tax preparers tend to use multiple tools for client year-end work. Want to see Intuit’s vision for a more efficient process? We will discuss the future of tax, then dive into where we are today, featuring Pro Tax which is available within QBOA for T1 and T2 returns.

Ideal Audience: Tax preparers currently using multiple tools for client year- end work

Best for: Accountants and Bookkeepers
Speakers: Jason Hastie
Location: Room 206 AB
Track: Technology Training
CPD Hours: 1
Level: Intermediate
Finding new ways to drive customer engagement and retention can be a challenge. Panelists in this session will share their experiences and tips for engaging clients regularly, mitigating attrition and creating customers for life. If you’re looking for some inspiration about how to better serve your clients, this session is for you!

Best for: Accountants and Bookkeepers
Speakers: Lavesh Chattlani, Jag Bath, Varun Sehgal CPA, CA, David DiNardo, MBA
Location: Room 104 CD
Track: Business Growth
CPD Hours: 1
Level: Intermediate
In this session, a representative from 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 and Bookkeepers
Speakers: Mark Mayer
Location: Room 206 CDEF
Track: Business Growth
CPD Hours: 1
Level: Intermediate
4:30–6:30 pm
Connect with your peers and network with a cocktail and appetizers in the Exhibit Hall. Shop the Small Biz Bazaar and connect with sponsors until 6:30pm.

The Exhibit Hall will be closed on Wednesday.

Best for: All Audiences
Location: Exhibit Hall
CPD Hours: not eligible

Attend breakout sessions to learn strategies to grow your business, how to hire and build an ideal culture, tips to improve your financial health and more. Book a Braindate with peers and expert consultants for one-on-one learning. Additional sessions coming soon.

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.
Organizational Culture Life & Business Skills Technology Training Business Growth Advisory Financial Health
7:30–9:00 am
Join us for breakfast and explore the Exhibit Hall on Tuesday to learn about the latest product trends, shop the Small Biz Bazaar and to connect with our sponsors from 7:30am-6:30pm.

The Exhibit Hall will be closed on Wednesday.

Best for: All Audiences
Location: Level 200, Exhibit Hall
CPD Hours: not eligible
7:30–9:00 am
Book a Braindate to get personalized help from fellow attendees, speakers, Intuit marketing and design experts and the QuickBooks Support team. View the marketplace and book a meeting in the conference mobile app.

Best for: All Audiences
Location: Braindate Hub
CPD Hours: not eligible
8:00–8:45 am
Join us in this meet up to share out your tips and tricks to get the most out of each conference. Learn networking best practices and how to absorb and utilize all the information presented to you.

Speakers: Ashleigh Frankel
Location: Future Lounge
CPD Hours: not eligible
9:00–10:00 am
Start the day off right with this Main Stage session. In this jam-packed keynote hosted by Marci Ien, Co-Host, The Social, you’ll hear directly from Intuit as well as from Chef Matt Basile, Founder, Fidel Gastro’s.

Best for: All Audiences
Location: Main Stage
CPD Hours: 1
10:00–11:00 am
Explore the Exhibit Hall on Tuesday to learn about the latest product trends, shop the Small Biz Bazaar and to connect with our sponsors from 7:30am-6:30pm.

The Exhibit Hall will be closed on Wednesday.

Best for: All Audiences
Location: Exhibit Hall
CPD Hours: not eligible
10:00–11:00 am
10:30 - 10:50am - QuickBooks: What's New in QuickBooks Mobile
Track mileage and keep your receipts organized on the go.

Location: Tech Theatre
CPD Hours: not eligible
10:00 am–4:00 pm
Book a Braindate to get personalized help from fellow attendees, speakers, Intuit marketing and design experts and the QuickBooks Support team. View the marketplace and book a meeting in the conference mobile app.

Best for: All Audiences
Location: Braindate Hub
CPD Hours: not eligible
10:15–11:00 am
Gather together to share, inspire, and connect with other strong powerful women.

Best for: All Audiences
Speakers: Misty Megia
Location: Future Lounge
CPD Hours: not eligible
11:00 am–12:00 pm
Breakout Sessions

Many solopreneurs and small business owners feel like they don’t have time to work on their company culture (or that they even should). Instead, they spend most of their days working in their business rather than “on” their business. In this session, you will receive tips on how to reduce stress, improve productivity, and improve your personal fulfillment all through the nurturing of your crew, your clients, your fans, AND yourself!

Ideal Audience: Business owners looking to enhance their culture.

Best for: Business Owners/Self-Employed
Speakers: Tania Madarasz
Location: Room 201 CDEF
Track: Organizational Culture
CPD Hours: 1
Level: Introduction
Have you ever met someone and immediately connected with them or immediately felt like you were oil and water and just couldn't connect! Understanding your own personality style and the styles of the people around you can help you have a better understanding of the people in your life and allow you to achieve more successful interactions with your customers, your employees, and the people in your personal life. During this session you will learn to identify the different styles and how best to communicate with them for maximum benefit. Whether you're closing a deal with a new customer, dealing with an unhappy consumer, building a cohesive and effective team, or dealing with family and friends, having an understanding of personality styles will help you to communicate more effectively and have a more harmonious life. Time permitting you will have an opportunity to complete your own personality style test or leave with a link to go and find out your own preferred personality style.

Best for: Business Owners/Self-Employed
Speakers: Teresa Slack
Location: Room 202 ABCD
Track: Life & Business Skills
CPD Hours: 1
Level: Introduction
With over 2 million apps available (source: statista.com), today's businesses have an overabundance of choice. This seminar will identify the 4 key components of business where it is essential to have the right app mix (or 'tech stack'). We will explore the areas of finance, office suite (email, word processor, spreadsheet), CRM, and perhaps the most important area for your team: communication (instant messaging and collaboration). From G-suite to Office365, to Slack and To-Do lists, this seminar will explore your options and help you identify what is right for your business.

Best for: All Audiences
Speakers: Jason Hastie
Location: Room 205 ABCD
Track: Technology Training
CPD 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: Accounting or bookkeeping firm owners who want to learn how to train new staff in their firm.

Best for: Accountants and Bookkeepers
Speakers: Juliet Aurora
Location: Room 104 AB
Track: Business Growth
CPD Hours: 1
Level: Intermediate
Automation and machine learning is replacing most of our jobs as finance professionals. If you simply focus on bookkeeping and reporting, you are not only missing out on what most business owners need right now, but also on building your skills as a trusted advisor. Good news: it’s not so scary a thing. This session will give you a simple structure to roll out and enhance your advisory services and keep you ahead of the curve.

Ideal Audience: This session is ideal for accounting professionals who have some experience offering advisory services and want to deepen their knowledge.

Best for: Accountants and Bookkeepers
Speakers: Helina Patience, CPA, CMA, B.Ed, BA
Location: Room 104 CD
Track: Advisory
CPD Hours: 1
Level: Intermediate
Successful entrepreneurs know that business moves at the speed of relationships. However, the path to building social capital can be tricky to navigate. In this session, you will discover the most common mistakes business owners make when it comes to building their network. You will also leave with six tried, tested and true strategies that you can implement tomorrow in order to invest in your most important personal and professional relationships.

Best for: Business Owners/Self-Employed
Speakers: Jayson Gaignard
Location: Room 206 CDEF
Track: Business Growth
CPD Hours: 1
Level: Introduction
This session will demonstrate how to utilize technology and business tools as well as successful business practice knowledge to set your business up for cash-flow success. Whether you are a large business or an individual who is self-employed or somewhere in-between. For any company to survive, cash flow is the single most important financial factor.

Ideal Audience: Anyone managing small business finances.

Best for: Business Owners/Self-Employed
Speakers: Janeen Stodulski
Location: Room 206 AB
Track: Financial Health
CPD Hours: 1
Level: Introduction
In this session, we explain what ‘search engine optimization’ means, and present an overview of a successful SEO strategy. We provide a foundational understanding of various factors that affect SEO, including: onsite (technical), offsite (public relations, list building, Google Maps, Youtube). We’ll guide you in how to audit your current website’s status with Google and explain which tools are the best to use to track and monitor growth. For those who have outsourced SEO we’ll give you the questions to ask and the tools to use to either bring SEO in house or be able to better monitor your vendor.

Learning Outcomes:

Identify the benefit of having strong SEO working place

Differentiate between the various SEO avenues, the benefits of each one, and their role in the broader marketing calendar

Completion of running through the various SEO tools where you’ll see how each work and the pros and cons of each

Best for: Business Owners/Self-Employed
Speakers: Darian Kovacs
Location: Room 203 ABCD
Track: Business Growth
CPD Hours: 1
Level: Introduction
12:00–1:00 pm
Join us for lunch. Explore the Exhibit Hall on Tuesday to learn about the latest product trends, shop the Small Biz Bazaar and to connect with our sponsors from 7:30am-6:30pm.

The Exhibit Hall will be closed on Wednesday.

Best for: All Audiences
Location: Exhibit Hall
CPD Hours: not eligible
12:00–1:00 pm
12:10 - 12:25pm - QuickBooks: Level Up Your Business Decision Making
Discover the new cash flow forecasting tool soon to be available in QuickBooks Online.

12:25 - 12:40pm - SOS Inventory: Making Inventory Easy
Inventory Made Easy. Ease and accessibility right at your fingertips!

12:40 - 12:50pm - QuickBooks: No More Learning Accounting with Business View and Tagging
Get out of my sandbox! Helping business owners and accountants to do their own work.

Location: Tech Theatre
CPD Hours: not eligible
12:30–1:00 pm
We all have that one go-to Podcast that we can’t live without. Join us in this meetup to share out your favorite podcasts to others and to share advice on what you have learn from them.

Best for: All Audiences
Speakers: Lisa Channell
Location: Future Lounge
CPD Hours: not eligible
1:00–2:00 pm
Breakout Sessions

Is your business growing and you need to hire? Then you must attend this session. Learn a proven step-by-step system for finding a superstar. Learn when to hire, who to hire - and who not to hire - plus how to hire. These are just some of the topics we will cover in this in-depth session.

Best for: Business Owners/Self-Employed
Speakers: Juliet Aurora, Steve Loates
Location: Room 104 CD
Track: Organizational Culture
CPD Hours: 1
Level: Introduction
We all love a good presentation but most of us have never been taught how to give one. For a small business owner, presentation skills are vital to your success. You represent your business and you often only have one chance to communicate the value that you offer. I’ll share some practical tips and techniques for delivering engaging presentations that inform, influence, and impress. We’ll also check out some proven methods to calm your nerves and make you a more confident, powerful speaker. So the next time you present to an audience, you can speak up and show ‘em what you've got!

Ideal Audience: Anyone looking to better their presentation skills.

Best for: All Audiences
Speakers: Asma Ahmed
Location: Room 203 ABCD
Track: Life & Business Skills
CPD Hours: 1
Level: Introduction
This session will demonstrate how to utilize technology and business tools as well as successful business practice knowledge to set your business up for cash-flow success. Whether you are a large business or an individual who is self-employed or somewhere in-between. For any company to survive, cash flow is the single most important financial factor.

Ideal Audience: Anyone managing small business finances.

Best for: Business Owners/Self-Employed
Speakers: Janeen Stodulski
Location: Room 206 AB
Track: Financial Health
CPD Hours: 1
Level: Introduction
Retiring the billable hour is scary and implementing value pricing is complicated. In this session you will gain the tools needed to make the transition. We will begin with a discussion on setting your hourly rate and then walk thru a number of scenarios that will add value to your rate and ultimately increase your profitability without adding hours to your workday. You will come away with a new approach that you can apply immediately to your next proposal.

Best for: Accountants and Bookkeepers
Speakers: Jennifer Bauldic
Location: Room 205 ABCD
Track: Advisory
CPD Hours: 1
Level: Introduction
The way you approach data security in your firm can either be a deal-breaker or what seals the deal for new clients. This presentation will teach you fundamental - yet easy to implement - data security practices that every firm should be using. As cloud accounting continues to rise in popularity, more businesses will turn to their accountant or bookkeeper for advice on keeping their financial data safe. When that happens, make sure you’ve already established yourself as a data security expert.

Best for: Accountants and Bookkeepers
Speakers: Mike Potter
Location: Room 202 ABCD
Track: Business Growth
CPD Hours: 1
Level: Introduction
Have you ever wondered what sales tax code to use? Or stumbled your way through a sales tax return?

This session will outline the proper workflow and best practices for GST/HST. Join us and discover:

  • The right sales tax code to use on every transaction
  • How to properly enter a meal (and other tricky transactions)
  • Custom reports to check your work
  • Exact steps in a filing workflow
  • Correct methods to capture penalties & interest
Along the way, we'll feature bonus tips, including custom setups for meals and non-profits and important information about line 101. And you'll discover the ONE thing you must do before you prepare a sales tax return.

Ideal Audience: Business owners doing their own data entry and accounting professionals who need a deeper understanding of sales tax.

Best for: All Audiences
Speakers: Marnie Stretch
Location: Room 206 CDEF
Track: Technology Training
CPD Hours: 1
Level: Introduction
How to identify your target market, personified as a Buyer Persona. Identifying this Persona is key to determining the business’ social media strategy (and digital marketing strategy more generally). Recognizing that you will not use all channels equally in speaking to this Persona. Gain an overview of the main social media channels (Facebook, YouTube, Pinterest, Twitter, Instagram, LinkedIn), and how these integrate with a successful social media strategy.

  • The importance of identifying and creating a Buyer Persona and how it relates to social media channels
  • The benefits of having a strong social media presence, and its key role in the attempt to reach one’s target audience
  • Custom reports to check your work
  • Foundational overview of the different social media channels, the best media to use on these, and the type of users active on each one


Best for: Business Owners/Self-Employed
Speakers: Darian Kovacs
Location: Room 104 AB
Track: Business Growth
CPD Hours: 1
Level: Introduction
Technology has touched every industry, from hospitality, to transportation, to finance, and it's made companies rethink traditional ways of doing things. As consumers have come to expect everything on-demand, instant, and from their mobile phone, legacy industries have had to shift the way they do business, or risk being left behind. This presentation will focus on the key trends that have led to digital transformation, including the rise of peer-to-peer apps, software-as-a-service, and mobile, and highlight case studies of companies in legacy industries that are embracing the digital shift. You'll leave inspired to incorporate technology into your company's operations, and with a clearer understanding of what tomorrow's consumer will expect.

Ideal Audience: Entrepreneurs or accountants who are looking to streamline processes and leverage new technology

Best for: Business Owners/Self-Employed
Speakers: Erin Bury
Location: Room 201 CDEF
Track: Business Growth
CPD Hours: 1
Level: Introduction
2:00–2:45 pm
Explore the Exhibit Hall on Tuesday to learn about the latest product trends and to connect with our sponsors from 7:30am-6:30pm.

The Exhibit Hall will be closed on Wednesday.

Best for: All Audiences
Location: Exhibit Hall
CPD Hours: not eligible
2:00–2:45 pm
2:15 - 2:30pm - QuickBooks Payroll: New in Payroll
Set up taxable benefits, and share year-end slips through Workforce.

Location: Tech Theatre
CPD Hours: not eligible
2:45–3:45 pm
Breakout Sessions

Avoid year end headaches by setting up processes to monitor quality on a monthly basis. Have confidence in the financial reports before presenting them to clients or other end users. Avoid the common S.O.S. (Shareholder, Outstanding, Suspense) questions that slip through day to day accounting. Create a line of communication between the bookkeeper and reviewer that allows for continuity, when there is a focus on automation of data entry. Use these processes as KPIs for your team.

Ideal Audience: Accounting professionals who prepare and share financial reports with clients or peers.

Best for: Accountants and Bookkeepers
Speakers: Victoria Peters
Location: Room 201 CDEF
Track: Advisory
CPD Hours: 1
Level: Intermediate
From small to large CPA firms, change is necessary. Making sure that you have thought through a vision is important, but what happens next? Your partnership group, managers, staff and clients need to be part of that shift and the approach is different for each group. This session will explore key ideas and methods that have been used successfully to help execute on a cloud vision effectively. Cloud adoption is increasing with small business. The way that we continue to adapt and respond will help in creating an organizational culture that drives effective change and growth.

Best for: Accountants and Bookkeepers
Speakers: Martha Banner, CPA
Location: Room 202 ABCD
Track: Organizational Culture
CPD Hours: 1
Level: Intermediate
What do presence + pause have to do with productivity? As it turns out, a lot. Productivity is deeply impacted not just by our actions, but by how we THINK and how we FEEL. Join us in this refreshing and interactive workshop, where we will explore the powerful relationship between mindfulness practice and stress-free productivity. This workshop is not about time management; it is about mind management – the foundation for maximum effectiveness, at work and in all of life.

In this workshop you will learn + explore:
  • H.O.P.E. - The 4 core competencies of stress-free productivity
  • Why we need to slow down in order to speed up
  • Custom reports to check your work
  • How mindfulness boosts performance and effectiveness
  • Simple, science-backed practices for: developing a Productivity Mindset and accessing greater joy, ease and energy


Best for: Business Owners/Self-Employed
Speakers: Ashleigh Frankel
Location: Room 206 CDEF
Track: Life & Business Skills
CPD Hours: 1
For any company to survive, cash flow is the single most important financial factor. In this session, you will learn how to utilize technology and business tools, as well as successful business practice knowledge, to set your clients up for cash-flow success.

Ideal Audience: Accounting professionals interested in assisting clients with their cashflow goals.

Best for: Accountants and Bookkeepers
Speakers: Janeen Stodulski
Location: Room 205 ABCD
Track: Business Growth
CPD Hours: 1
Level: Intermediate
If you have NTR clients who need year-end financial reporting, did you know you can save 40-60% of the labour by automating the categorization of expenses and reconciliation of accounts? Whether your client does the work or your firm does it, both parties can eliminate this low value work by leveraging the practices learned in this session.

Ideal Audience: Accounting professionals responsible for completing corporate year-end work.

Best for: Accountants and Bookkeepers
Speakers: Barclay Moran, Bogdan Masala
Location: Room 104 CD
Track: Technology Training
CPD Hours: 1
Level: Intermediate
You’ve been using QuickBooks Online for some time now and you know the basics. You can even run some high-level reports that tell you how things are going after a month, quarter or year has ended. But wouldn’t you like to have a “secret CFO” whispering warnings in your ear before it’s too late? This deep dive session will give you tools that you can take back to your workplace and start using right away. You’ll learn how to set up QuickBooks to give you extra information, how to run reports that will tell you the areas in which your business is doing well (and the areas in which it is not). You’ll also learn how to marshal the hidden power of the Audit Log, a built-in report that too few business people know how to use to their advantage.

Objectives:

  • Understand the power lurking in the Audit Log
  • Run reports that can uncover company vulnerabilities
  • Ensure that QuickBooks is set up to provide optimal business intelligence


Best for: Business Owners/Self-Employed
Speakers: Esther Friedberg Karp, MBA, CPB
Location: Room 104 AB
Track: Financial Health
CPD Hours: 1
Level: Intermediate
In this module, we explain what ‘building your brand’ means, and present an overview of a successful brand building strategy. We provide a foundational understanding of various brand building avenues, including: traditional, experiential, influencer partnerships, and thought leadership. We guide trainees in auditing their current online and media presence, and explain the basics of successful brand building.

Instructional Objectives:

  • The benefits of investing in brand building and how it can integrate with a broader marketing campaign
  • How to evaluate your company’s current brand building strategy for effectiveness, design and reach to a Buyer Persona
  • Familiarity with various public relations avenues: traditional, experiential, influencer partnerships, and thought leadership
  • Best practices, tips and tricks from industry experts

Measurable Learning Outcomes:

  • Identify the benefit of having a strong brand building presence
  • Differentiate between the various brand building avenues, the benefits of each one, and their role in a broader campaign
  • Completion of an article outline that could be released to the media

DESIRED AUDIENCE:
For those in new or have been in business a long time and are looking to learn how to develop a cohesive plan that includes digital ads, public relations, social media, search engine optimization, website auditing (Google Analytics)

For those who want to know how to better manage the vendors they’ve hired to grow their brand

Best for: Business Owners/Self-Employed
Speakers: Darian Kovacs
Location: Room 206 AB
Track: Business Growth
CPD Hours: 1
Level: Introduction
Managing your business finances must be a priority. But how? You started your business because you have a passion to deliver a product or service, NOT to become a bookkeeper or tax accountant. In this session, we will give you a basic framework to have QuickBooks Online work for you, so that you can run your business effectively, increase your profits, and save for the future. We will use real data to illustrate the process and leave you with a worksheet to get you started.

Ideal Audience: Business owners managing their own finances.

Best for: Business Owners/Self-Employed
Speakers: Jennifer Bauldic
Location: Room 203 ABCD
Track: Technology Training
CPD Hours: 1
Level: Introduction
4:00–5:00 pm
End the day with a performance by Rockstar Concert Pianist Jade Simmons on the Main Stage and a final keynote from Astronaut Chris Hadfield.

Best for: All Audiences
Location: Main Stage
CPD Hours: 1
5:00–6:30 pm
Book a Braindate to get personalized help from fellow attendees, speakers, Intuit marketing and design experts and the QuickBooks Support team. View the marketplace and book a meeting in the conference mobile app.

Best for: All Audiences
Location: Braindate Hub
CPD Hours: not eligible
5:00–6:30 pm
Connect with your peers and network with a cocktail and appetizers in the Exhibit Hall. Shop the Small Biz Bazaar and connect with sponsors until 6:30pm.

The Exhibit Hall will be closed on Wednesday.

Best for: All Audiences
Location: Exhibit Hall
CPD Hours: not eligible
6:30–11:00 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: Connectfest
CPD Hours: not eligible

Take a deep dive into interactive workshops and walk away with expert skills, niche expertise and QuickBooks certification. Additional sessions coming soon.

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.
Life & Business Skills Business Growth Technology Training
8:00–9:00 am
Join us for breakfast to start your day right!

The Exhibit Hall will be closed on Wednesday.

Best for: All Audiences
Location: Hall C
CPD Hours: not eligible
9:00 am–12:00 pm
Breakout Sessions & Interactive Workshops

At Intuit, we have embedded design thinking into the very fabric of our DNA. We call it Design For Delight (D4D). It’s a systematic approach to innovation that consists of three core pillars; deep customer empathy, go-broad to go-narrow, and rapid experiments with customers. D4D allows us to design solutions based on real customer needs, and test them before investing too much time and money.

Best for: Business Owners/Self-Employed
Speakers: Slavko Eror
Location: Room 103 AB
Track: Life & Business Skills
CPD Hours: 3
Level: Introduction
You’ve been in business for a few years and as you get busier, when do you work ON your business?? Welcome to the Practical Application Lab where you will put theory to work!

Get ready to level up in this workshop, spending the day sharing and creating with your peers, implementing some of the big items you may have been putting off in your business. Be prepared to roll up your sleeves as we collaborate in small groups “to do the work” and reunite to share the results. You will leave having moved the needle forward in your business, with some to-do list items started, and more importantly finished. You must bring a laptop for this experience to be actionable.

Session topics include:
Proposals: Share templates, share ideas, share content, leave with your own beautiful, unique proposal.

Standard Operating Procedures: We all need them, but how many people have them done? Together we are creating a community library of SOP’s.

Client File Profitability Check: We will share a template, you plug in your data, and then see your numbers so that you can make changes to your practice.

Boundaries: A session around what you are and aren't willing to do in your business. A collaborative and actionable session where you will get clarity around your time, your communications, and distractions.

Ideal Audience: Bookkeepers or Accounting Professionals who have been in business between two and five years, and are ready to work on their business. "

Best for: Accountants and Bookkeepers
Speakers: Lisa Channell
Location: Room 104 AB
Track: Business Growth
CPD Hours: 3
Level: Intermediate
Learn how to use digital marketing tools like Google My Business, Google Ads, Youtube, and Facebook Business, to increase customers and grow your company in 2020. Join us for a workshop that takes a step by step approach to digital marketing and provides you with various frameworks you can use to improve your online presence to increase customer engagement and drive new sales.

Best for: Business Owners/Self-Employed
Speakers: Roberto Martinez, MBA
Location: Room 104 CD
Track: Business Growth
CPD Hours: 3
Level: Introduction
Take a deep dive into QuickBooks and connected solutions, and walk away with expert level skills or a certification.

Best for: Accountants and Bookkeepers
Speakers: Gisèle Doucet
Location: Room 201 ABCDEF
Track: Technology Training
CPD Hours: 3
Level: Introduction
If you are QuickBooks Online Certified and are ready to take the next step, this QuickBooks Online Advanced Certification training is a great opportunity for you. Note: Attendees will not be completing the exam on this day.

Best for: Accountants and Bookkeepers
Speakers: Tanis Young, CFP, CPB
Location: Room 206 ABCDEF
Track: Technology Training
CPD Hours: 3
Level: Intermediate
You're well on your way to adopting a Cloud Accounting Platform for your company and it's an exciting one.

This workshop is all about helping Accounting Professionals realize the benefits through actionable learnings. You will learn Chrome browser optimizations for maximum cloud efficiency and advanced tips & tricks for QBO, Receipt Bank & Plooto. You will learn how to define the clients you want to work with, identify the work you love to do, and be introduced to an Ideal Client Profile template.

Please bring a laptop with Chrome installed. Prepare to become inspired about rocking cloud financial technology, doing work that excites you, with clients you respect.

Ideal Audience: Accounting professionals who have adopted cloud accounting and are seeking knowledge about cloud productivity and the ideal client.

Best for: Accountants and Bookkeepers
Speakers: Kellie Parks, CPB
Location: Room 205 ABCD
Track: Technology Training
CPD Hours: 3
Level: Intermediate
This two-part workshop is designed for QuickBooks Online ProAdvisors who are ready to learn about strategies for driving a practice forward using QBO and its ecosystem. In part 1, you will learn about the importance of standardization, explore automation within a practice, and learn how to navigate and evaluate apps.

Best for: Accountants and Bookkeepers
Speakers: Michael Di Lauro, CPA, CMA
Location: Room 203 ABCD
Track: Business Growth
CPD Hours: 3
Level: Advanced
The perfect logo? The ideal Facebook ad? An Instagram account with millions of followers?

Great marketing isn't about any of that. Those are just tools and tactics. Tools change. Tactics change. What doesn't change...is humans.

Marketing is about understanding how your customers want to feel...and then giving them stories and products and services that help them feel that way. Word of mouth is about those stories being portable stories that are easy to spread.

It's that simple. And that hard.

Great marketing is about telling your best story to the perfect people. This Perfect Brand workshop is designed to show you exactly how.

Best for: Business Owners/Self-Employed
Speakers: Clay Hebert
Location: Room 202 ABCD
Track: Business Growth
CPD Hours: 3
Level: Introduction
12:00–1:30 pm
Join us for lunch!

The Exhibit Hall will be closed on Wednesday.

Best for: All Audiences
Location: Hall C
CPD Hours: not eligible
1:30–4:30 pm
Breakout Sessions & Interactive Workshops

Future Proofing Your Business: The 5 year business plan no longer exists. Technology is simply changing the world too quickly. In this talk workshop, Tom Yawney will discuss how to future proof your business with the help of free online tools.

Key Takeaways:

1 - Learn the elements of a modern business plan

2 - Prepare yourself for common challenges

3 - Discover free online tools to support your business"

Best for: Business Owners/Self-Employed
Speakers: Tom Yawney
Location: Room 202 ABCD
Track: Business Growth
CPD Hours: 3
Level: Introduction
In a continuation of the morning's class, we will explore additional core functionality included in QBO, and you'll have an opportunity to write the exam at the end of the day.

Best for: Accountants and Bookkeepers
Speakers: Gisèle Doucet
Location: Room 201 ABCDEF
Track: Technology Training
CPD Hours: 3
Level: Introduction
In a continuation of the morning's class, we will complete QuickBooks Online Advanced Certification training. Note: Attendees will not be completing the exam on this day.

Best for: Accountants and Bookkeepers
Speakers: Tanis Young, CFP, CPB
Location: Room 206 ABCDEF
Track: Technology Training
CPD Hours: 3
Level: Intermediate
There’s no pile of paper coming to you in a folder anymore. And it’s fantastic until you are unsure of the work that needs to be done, who needs to do it and how to achieve timely & outstanding outcomes. In this workshop, you’ll begin setting up or improving effective processes & systems, including kickin’ workflows. You’ll complete a worksheet for evaluating apps to include in your workflow. You’ll also learn how to communicate clearly with clients in this new collaborative relationship.

You'll have an opportunity to document your current process wins & woes and from there, we'll examine how to maximize your success.

Ideal Audience: Accounting professionals ready to learn about, create and implement workflows & client collaboration in the cloud.

Best for: Accountants and Bookkeepers
Speakers: Kellie Parks, CPB
Location: Room 205 ABCD
Track: Technology Training
CPD Hours: 3
Level: Introduction
What you say is only a small percentage of what you actually communicate to a prospects, clients, your team or to an audience. And what you don’t say often communicates louder. This is why in theatre performers focus on so much more than the written word. With the skill sets that she trains actors and public speakers Misty Megia, Professional Theatre Director and Global Head of ProAdvisors, will help you uncover techniques in acting and improv that will help you unleash your communication skills, connectivity to others and to help you develop creativity that knows no bounds!

Best for: All Audiences
Speakers: Misty Megia
Location: Room 103 AB
Track: Business Growth
CPD Hours: 3
Level: Introduction
You’ve been in business for a few years and as you get busier, when do you work ON your business?? Welcome to the Practical Application Lab where you will put theory to work!

Get ready to level up in this workshop, spending the day sharing and creating with your peers, implementing some of the big items you may have been putting off in your business. Be prepared to roll up your sleeves as we collaborate in small groups “to do the work” and reunite to share the results. You will leave having moved the needle forward in your business, with some to-do list items started, and more importantly finished. You must bring a laptop for this experience to be actionable.

Session topics include:
Proposals: Share templates, share ideas, share content, leave with your own beautiful, unique proposal.

Standard Operating Procedures: We all need them, but how many people have them done? Together we are creating a community library of SOP’s.

Client File Profitability Check: We will share a template, you plug in your data, and then see your numbers so that you can make changes to your practice.

Boundaries: A session around what you are and aren't willing to do in your business. A collaborative and actionable session where you will get clarity around your time, your communications, and distractions.

Ideal Audience: Bookkeepers or Accounting Professionals who have been in business between two and five years, and are ready to work on their business.

Best for: Accountants and Bookkeepers
Speakers: Lisa Channell
Location: Room 104 AB
Track: Business Growth
CPD Hours: 3
Level: Intermediate
This two-part workshop is designed for QuickBooks Online ProAdvisors who are ready to learn about strategies for driving a practice forward using QBO and its ecosystem. In part 2, you will learn about app utilities for importing data into QBO and explore ways to expand your efficiency.

Best for: Accountants and Bookkeepers
Speakers: Michael Di Lauro, CPA, CMA
Location: Room 203 ABCD
Track: Business Growth
CPD Hours: 3
Level: Advanced
* Sessions, speakers, and timing are subject to change. Snacks & refreshments will be provided throughout the day.

THE EVENT IS

SOLD OUT

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