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. Connect with peers and experts for one-on-one learning. More information 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
Registration, Breakfast & Exploration
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
CPD Hours: not eligible
9:00–10:00 am
Welcome & Keynote
10:30–11:00 am
Exploration & Connection
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
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
Track: Business Growth
CPD Hours: 1
Level: Advanced
Join QB-HQ's Tiffany Stewart and Dawne Leaney Davidson for this fast-paced session about third-party apps, how they integrate with QuickBooks Online, and how they can help you optimize your workflows.

Best for: Accountants and Bookkeepers
Speakers: Tiffany Stewart, Dawne Leaney-Davidson
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
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
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
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
Track: Technology Training
CPD Hours: 1
Level: Intermediate
12:00–1:30 pm
Food & Fun
12:15–1:30 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
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
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
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
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
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
Track: Advisory
CPD Hours: 1
Level: Intermediate
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
Track: Technology Training
CPD Hours: 1
Level: Introduction
2:30–3:30 pm
Exploration & Connection
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
CPD Hours: not eligible
3:30–4:30 pm
Breakout Sessions

Bookkeeping isn’t just about meeting CRA obligations, it is about taking that data you have collected and using it to guide you into the next phase of your business. In this session, Susan will help you learn how to get the data you want out of QuickBooks Online and understand what it means so you can plan the path you want. She'll identify the key points to focus on for profitability and growth.

Best for: Accountants and Bookkeepers
Speakers: Susan Watkin
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
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
Speakers: Michael Di Lauro
Track: Technology Training
CPD Hours: 1
Level: Intermediate
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
Track: Technology Training
CPD Hours: 1
Level: Intermediate
4:30–6:30 pm
Reception & Exploration

Download App to Build Your Agenda

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

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. Connect with peers and experts for one-on-one learning. More information 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.
Organizational Culture Life & Business Skills Technology Training Business Growth Advisory Financial Health
7:30–9:00 am
Registration, Breakfast & Exploration
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.

CPD Hours: not eligible
9:00–10:00 am
Morning Keynote
10:00–11:00 am
Exploration & Connection
10:15–11:00 am
Gather together to share, inspire, and connect with other strong powerful women.

Best for: All Audiences
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
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
Track: Life & Business Skills
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
Track: Technology Training
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
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
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
Track: Advisory
CPD Hours: 1
Level: Intermediate
Best for: Business Owners/Self-Employed
Speakers: Jayson Gaignard
Track: Business Growth
CPD Hours: 1
Level: Introduction
12:00–1:30 pm
Food & Fun
12:15–1:30 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
CPD Hours: not eligible
1:30–2:30 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
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
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
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
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
Track: Business Growth
CPD Hours: 1
Level: Introduction
This session will outline the proper workflow and best practices for managing GST/HST. We will also introduce you to the latest and greatest product updates. You will understand tax codes and exactly what ends up on line 101. You'll know how to enter and pay penalties and interest. You'll learn how to create a special customized report so that you can review your sales tax codes with confidence. And you'll discover the one thing you must do before you prepare a sales tax return.

Best for: Accountants and Bookkeepers
Speakers: Marnie Stretch
Track: Technology Training
CPD Hours: 1
Level: Beginner
Best for: Business Owners/Self-Employed
Speakers: Darian Kovacs
Track: Business Growth
CPD Hours: 1
Level: Introduction
2:30–3:00 pm
Exploration & Connection
3:00–4:00 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
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
Track: Organizational Culture
CPD Hours: 1
Level: Intermediate
Best for: Business Owners/Self-Employed
Speakers: Ashleigh Frankel
Track: Life & Business Skills
CPD Hours: 1
4:00–5:00 pm
Afternoon Keynote
5:00–6:30 pm
Reception
6:30–11:00 pm
Connectfest

Download App to Build Your Agenda

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

Take a deep dive into interactive workshops and walk away with expert skills, niche expertise and QuickBooks certification. More information 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.
Technology Training
8:00–9:00 am
Registration, Breakfast & Exploration
9:00 am–12:00 pm
Breakout Sessions & Interactive Workshops

Boost your brand and take home new marketing strategies to grow your business.

Best for: Business Owners/Self-Employed
CPD Hours: 3
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: Gisele Doucet
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
Track: Technology Training
CPD Hours: 3
Level: Intermediate
12:00–1:30 pm
Food & Fun
1:30–5:00 pm
Breakout Sessions & Interactive Workshops

Boost your brand and take home new marketing strategies to grow your business.

Best for: Business Owners/Self-Employed
CPD Hours: 3.5
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: Gisele Doucet
Track: Technology Training
CPD Hours: 3.5
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
Track: Technology Training
CPD Hours: 3.5
Level: Intermediate

Download App to Build Your Agenda

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

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