Agenda

QuickBooks Connect 2018 offered education, inspiration and networking opportunities.

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
9:00–10:00 am

Best for Developers

Come see the exciting line up of developer tools and resources from the leader of the Intuit Developer Group.

Best for: Developers
Speakers: Alex Barnett, Sushma Rathnam, Karen Hartsell
Location: Room 201EF
CPD Hours: not eligible
10:30–11:00 am
Break & Exhibits
11:00 am–12:00 pm
Breakout Sessions

Best for Accountants & Bookkeepers.

CPD Credits: 1

See Powerpoint presentation

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

Best for: Accountants
Speakers: Juliet Aurora
Location: Room 205AB
CPD Hours: 1

Best for Accountants & Bookkeepers.

CPD Credits: 1

See Powerpoint presentation

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: Dawne Leaney-Davidson, Tiffany Stewart
Location: Room 206EF
CPD Hours: 1

Best for Accountants & Bookkeepers.

CPD Credits: 1

See Powerpoint presentation

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
Location: Room 203AB
CPD Hours: 1

Best for Accountants & Bookkeepers.

CPD Credits: 1

See Powerpoint presentation

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
Location: Room 205CD
CPD Hours: 1

Best for Accountants & Bookkeepers.

CPD Credits: 1

See Powerpoint presentation

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 how to avoid becoming an endangered species and thrive in this changing and disruptive environment.

Best for: Accountants
Speakers: Sherri-Lee Mathers
Location: Room 206CD
CPD Hours: 1

Best for Accountants & Bookkeepers.

CPD Credits: 1

See Powerpoint presentation

See supplemental material

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
Location: Room 202CD
CPD Hours: 1

Best for Accountants & Bookkeepers.

CPD Credits: 1

See Powerpoint presentation

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
Location: Room 201EF
CPD Hours: 1
12:00–1:30 pm
Lunch
1:30–2:30 pm
Breakout Sessions

Best for Accountants & Bookkeepers.

CPD Credits: 1

See Powerpoint presentation

Learn how to leverage technology and apps to streamline your firm's workflow, automate tasks and improve client relations.  As your firm gains more efficiency, learn how to adapt your compensation structure to increase employee engagement and alignment.

Best for: Accountants
Speakers: Jennifer Bauldic , Bob Wang
Location: Room 206EF
CPD Hours: 1

Best for Accountants & Bookkeepers.

CPD Credits: 1

See Powerpoint presentation

See supplemental material

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
Location: Room 201EF
CPD Hours: 1

Best for Accountants & Bookkeepers.

CPD Credits: 1

See Powerpoint presentation

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

Best for: Accountants
Speakers: Jason Hastie
Location: Room 205CD
CPD Hours: 1

Best for Accountants & Bookkeepers.

CPD Credits: 1

See Powerpoint presentation

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
Location: Room 203AB
CPD Hours: 1

Best for Accountants & Bookkeepers.

CPD Credits: 1

See Powerpoint presentation

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
Location: Room 206CD
CPD Hours: 1

Best for Accountants & Bookkeepers.

CPD Credits: 1

See Powerpoint presentation

Ever wonder about the economic effects fraud could have on clients or your 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
Location: Room 205AB
CPD Hours: 1

Best for Accountants & Bookkeepers.

CPD Credits: 1

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

Best for: Accountants
Speakers: Juliet Aurora
Location: Room 202CD
CPD Hours: 1
2:30–3:30 pm
Break & Exhibits
3:30–4:30 pm
Breakout Sessions

Best for Accountants & Bookkeepers.

CPD Credits: 1

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
Location: Room 203AB
CPD Hours: 1

Best for Accountants & Bookkeepers.

CPD Credits: 1

See Powerpoint presentation

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
Location: Room 206CD
CPD Hours: 1

Best for Accountants & Bookkeepers.

CPD Credits: 1

See Powerpoint presentation

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
Location: Room 201EF
CPD Hours: 1

Best for Accountants & Bookkeepers.

CPD Credits: 1

See Powerpoint presentation

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
Location: Room 205CD
CPD Hours: 1

Best for Accountants & Bookkeepers.

CPD Credits: 1

See Powerpoint presentation

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, Juliet Aurora, Bob Wang, Sean Duffy, Carrie Mulrooney
Location: Room 205AB
CPD Hours: 1

Best for Accountants & Bookkeepers.

CPD Credits: 1

See Powerpoint presentation

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: Dawne Leaney-Davidson, Tiffany Stewart
Location: Room 202CD
CPD Hours: 1

Best for Accountants & Bookkeepers.

CPD Credits: 1

See Powerpoint presentation

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 how to avoid becoming an endangered species and thrive in this changing and disruptive environment.

Best for: Accountants
Speakers: Sherri-Lee Mathers
Location: Room 206EF
CPD Hours: 1
4:30–6:30 pm
Reception & Exhibits

Download App to Build Your Agenda

* 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
9:00–10:00 am
Welcome and Keynote
10:00–11:00 am
Break & Exhibits
10:15–10:45 am
Does your small business offer management consulting services? Are you an independent business consultant? If so, this meetup is for you!

Join us for an opportunity to make connections in your community, share best practices and learn from each other.

Best for: Business Owners/Self-Employed
Location: Exhibition Hall B (Northeast Corner)
CPD Hours: not eligible
11:00 am–12:00 pm
Breakout Sessions

Best for All Audiences

CPD Credits: 1

In this session, you'll learn how to design, build and optimize a digital campaign using Google Ads and Google Analytics.

Best for: All Audiences
Speakers: Jyll Saskin Gales
Location: Room 203AB
CPD Hours: 1

Best for All Audiences

CPD Credits: 1

See Powerpoint presentation

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: All Audiences
Speakers: Bram Warshafsky
Location: Room 205AB
CPD Hours: 1

Best for All Audiences

CPD Credits: 1

See Powerpoint presentation

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: All Audiences
Speakers: Brady Wilson
Location: Room 206CDEF
CPD Hours: 1

Best for Business Owners & Self-Employed.

CPD Credits: 1

See Powerpoint presentation

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

Best for: Business Owners/Self-Employed
Speakers: Gisele Doucet
Location: Room 202CD
CPD Hours: 1

Best for All Audiences

CPD Credits: 1

See Powerpoint presentation

The Warrior approach is to use a powerful sword to cut away the unnecessary. Most conventional productivity advice is about adding things – tools, techniques, organizing approaches, and additional work. This breakout offers an unconventional approach which leverages the concept of non-linear time and the power of NOW, so instead of adding, you will learn to cut away activities and beliefs that don’t serve you.

Best for: All Audiences
Speakers: Trevor Timbeck
Location: Room 205CD
CPD Hours: 1

Best for Accountants & Bookkeepers.

CPD Credits: 1

Join a small group discussion to share your best practices and learn from others on the topic of cloud workflows.

Best for: Accountants
Speakers: Kellie Park
Location: Room 201D
CPD Hours: 1

Best for Developers.

See Powerpoint presentation

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 Kyle Jenke, where we'll explore the TSheets successful journey.

Best for: Developers
Speakers: Alex Barnett, Kyle Jenke
Location: Room 201EF
CPD Hours: not eligible
12:00–1:15 pm
Lunch & Exhibits
1:15–2:15 pm
Breakout Sessions

Best for All Audiences.

CPD Credits: 1

In this session, you'll learn how to design, build and optimize a digital campaign using Google Ads and Google Analytics.

Best for: All Audiences
Speakers: Jyll Saskin Gales
Location: Room 203AB
CPD Hours: 1

Best for All Audiences.

CPD Credits: 1

See Powerpoint presentation

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: All Audiences
Speakers: Brady Wilson
Location: Room 205CD
CPD Hours: 1

Best for All Audiences.

CPD Credits: 1

See Powerpoint presentation

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: All Audiences
Speakers: Ashleigh Frankel
Location: Room 205AB
CPD Hours: 1

Best for Business Owners & Self-Employed.

CPD Credits: 1

See Powerpoint presentation

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

Best for: Business Owners/Self-Employed
Speakers: Gisele Doucet
Location: Room 202CD
CPD Hours: 1

Best for Business Owners & Self-Employed.

CPD Credits: 1

See Powerpoint presentation

In a single week, Tesla generated more than $14-billion in sales. In just a few days, for some reason, Canadians switched ketchup brands. Why? The answer is digital marketing. Radically disruptive marketing—new methods for generating sales and brand equity—has changed how businesses connect with consumers. In this session Darrell Keezer will explain how it’s done.

Best for: All Audiences
Speakers: Darrell Keezer
Location: Room 206CDEF
CPD Hours: 1

Best for Accountants & Bookkeepers.

CPD Credits: 1

Join a small group discussion to share your best practices and learn from others on the topic of cloud workflows.

Best for: Accountants
Speakers: Kellie Park
Location: Room 202AB
CPD Hours: 1

Best for Accountants & Bookkeepers.

CPD Credits: 1

Join a small group discussion to share your best practices and learn from others on the topic of marketing.

Best for: Accountants
Location: Room 201D
CPD Hours: 1

Best for Developers.

See Powerpoint presentation

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
Speakers: Diana De Rose, Aaron Gourley, Reg Ouellette
Location: Room 201EF
CPD Hours: not eligible
2:15–2:30 pm
Break
2:30–3:30 pm
Breakout Sessions

Best for All Audiences.

CPD Credits: 1

See Powerpoint presentation

Have you always wanted to launch your own business? Or, maybe you’re in the early stages of business ownership and looking for tested and tried building blocks to create a solid startup business, this is the session for you. We will cover topics from how to identify your best customer, how to reach your best customer, to how to keep your best customer and be as successful as possible.

Best for: All Audiences
Speakers: Scott Bowman
Location: Room 205AB
CPD Hours: 1

Best for All Audiences.

CPD Credits: 1

See Powerpoint presentation

As a leader, you know that things rarely unfold as planned. Instead of fighting it, learn how to make that a part of the plan. In this interactive workshop, we'll talk about how you can better manage skeptical stakeholders and help your team fail forwards in order to achieve your organization's goals. You'll also have a chance to apply your learnings and experiment with different agile methods and tools.

Best for: All Audiences
Speakers: Chenny Xia
Location: Room 206CDEF
CPD Hours: 1

Best for All Audiences.

CPD Credits: 1

See Powerpoint presentation

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: All Audiences
Speakers: Ashleigh Frankel
Location: Room 202CD
CPD Hours: 1

Best for All Audiences.

CPD Credits: 1

See Powerpoint presentation

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: All Audiences
Speakers: Bram Warshafsky
Location: Room 205CD
CPD Hours: 1

Best for All Audiences.

CPD Credits: 1

See Powerpoint presentation

The Warrior approach is to use a powerful sword to cut away the unnecessary. Most conventional productivity advice is about adding things – tools, techniques, organizing approaches, and additional work. This breakout offers an unconventional approach which leverages the concept of non-linear time and the power of NOW, so instead of adding, you will learn to cut away activities and beliefs that don’t serve you.

Best for: All Audiences
Speakers: Trevor Timbeck
Location: Room 203AB
CPD Hours: 1

Best for Accountants & Bookkeepers.

CPD Credits: 1

Join a small group discussion to share your best practices and learn from others on the topic of apps.

Best for: Accountants
Speakers: Anne Terry
Location: Room 201D
CPD Hours: 1

Best for Developers.

See Powerpoint presentation

You've 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
Speakers: Karen Hartsell, Matthew Kanas
Location: Room 201EF
CPD Hours: not eligible

Best for Accountants & Bookkeepers.

CPD Credits: 1

Join a small group discussion to share your best practices and learn from others on the topic of cloud workflows.

Best for: Accountants
Speakers: Kellie Park
Location: Room 202AB
CPD Hours: 1
3:30–4:00 pm
Break & Exhibits
4:00–5:00 pm
Afternoon Keynote
5:00–6:00 pm
Reception & Exhibits
6:00–11:00 pm
ConnectFest

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
All Day Training

Best for Accountants & Bookkeepers.

CPD Credits: 7

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
Speakers: Andrea Fernandes
Location: Room 206
CPD Hours: 7

Best for Accountants & Bookkeepers.

CPD Credits: 7

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
Speakers: Tanis Young
Location: Room 205
CPD Hours: 7

Best for Accountants & Bookkeepers.

CPD Credits: 7

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.

9:00-10:00am
Practice Ignition
Introduction to Practice Ignition Workflow MasterClass Certification

10:00-11:00am
Aero
Introduction to Aero Workflow MasterClass Certification

11:00-12:00pm
Receipt Bank
Introduction to Receipt Bank Workflow MasterClass Certification

12:00-1:30pm
Lunch

1:30-2:30pm
TSheets
Introduction to TSheets Workflow MasterClass Certification

2:30-3:30pm
Plooto
Introduction to Plooto Workflow MasterClass Certification

3:30-4:30pm
WayPay
Introduction to Dream Payments Workflow MasterClass Certification

4:30-5:30pm
Fathom
Introduction to Fathom Workflow MasterClass Certification

Best for: Accountants
Speakers: Tom Maxwell, Laura Redmond, Damien Greathead, Sandy Vo, Kevin Wallace, Paul Abrams, James Erving
Location: Room 203
CPD Hours: 7

Best for Accountants & Bookkeepers.

CPD Credits: 7

In this session, we will spend the morning learning about our QuickBooks Online Advanced Payroll product. This includes setting up payroll and employees, running payroll, generating reports and more. You will also learn about the new features that has been recently been released within Advanced Payroll. You must bring a laptop to follow along. Lunch will be provided.

In the afternoon, join Steven Van Alstine, VP of Education from the Canada Payroll Association, who will be exploring “Current & Emerging Legislative Changes.”

Legislative changes profoundly impact the way an organization deals with payroll. Gain some insights into the issues affecting your payroll operations and prepare your organization for future changes. In this session, we’ll focus on updates from the Canada Revenue Agency, Service Canada, Revenue Quebec and other provincial legislative bodies. Examine the changes and trends impacting payroll at your organization and find out what you can do to prepare for them.

Best for: Accountants
Speakers: Marnie Stretch
Location: Room 202
CPD Hours: 7

Best for Accountants & Bookkeepers.

CPD Credits: 7

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 watch the set up and configuration video, You must also bring a laptop and have ProFile loaded.

Best for: Accountants
Speakers: Michael Ford
Location: Room 201 F
CPD Hours: 7

Download App to Build Your Agenda

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

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