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* * * * * * * Home * Content Library * * * THAT’S A WRAP! Thank you for virtually attending QuickBooks Connect 2021. We hope you left with the connections, tools, and strategies you need to power your next steps and the possibilities ahead. Explore sessions on-demand THE LATEST AND GREATEST IN QUICKBOOKS Catch what Alex Chriss, EVP and GM of QuickBooks, had to say about the company’s latest innovations. Watch keynotes on-demand INSPIRATION AND INSIGHTS FOR YOUR BUSINESS Catch what you missed by exploring our free, on-demand library of sessions and learnings. View all videos QuickBooks Connect 2021 Keynotes Get more customers with Mailchimp and QuickBooks Cassie Divine SVP, QuickBooks Online Platform, Intuit QuickBooks 4 min | Watch now Bookmarks QuickBooks Connect 2021 Keynotes The cash flow advantage Rania Succar SVP, QuickBooks Money Platform, Intuit QuickBooks 4 min | Watch now Bookmarks QuickBooks Connect 2021 Keynotes Managing a modern workforce Laurent Sellier VP, QuickBooks Online Payroll and Time Tracking, Intuit QuickBooks 4 min | Watch now Bookmarks QuickBooks Connect 2021 Keynotes Operate your business at scale Kelly Vincent VP, Mid-Market Segment Leader, Intuit QuickBooks 4min | Watch now Bookmarks QuickBooks Connect 2021 Breakout Sessions QuickBooks Online: The solution that grows with your business Matthew Fulton Founder, Parkway Business Solutions 40 min | Watch now Bookmarks QuickBooks Connect 2021 Breakout Sessions Using technology to document and manage your workflow Heather Satterley, CPA, MSI Owner, Satterley Training & Consulting 40 min | Watch now Bookmarks A POWERFUL SPEAKER LINEUP The speakers at QuickBooks Connect 2021 sparked conversation, celebrated accomplishments, and helped attendees plan their next steps and move their business forward. Kristen Bell Actress, philanthropist, and producer Jay Shetty Best-selling author and purpose coach Carla Hall Chef, author, and television host View the 2021 speakers × BREAKOUTS Speaker CAT ANDERSON Content designer | NEXT Insurance Cat Anderson is a content designer with Next | AP Intego with a background in UX writing, UX research, and anthropology. * * * × BREAKOUTS Speaker GINA AVILA Senior Partner Manager | Intuit Gina has worked at Intuit for 21+ years in many positions including Intuit Premier Reseller Team Leader, Channel Manager for Payroll, Point of Sale, Merchant Service, and Enterprise Solutions. * × BREAKOUTS Speaker ALISON BALL Director of Marketing and Influencer Strategy | Liscio Alison is passionate about helping firms differentiate themselves by providing them with Client Experience 2.0. Before joining Liscio in 2020, she spent 15 years leading accountant influencer programs at Intuit, and prior to that was an accountant herself. She believes that any day she can help someone else be successful is a good day. * * × BREAKOUTS Speaker MONTE BARNARD Podcast host | Expensify Co-host of Expensify’s "Live rich, have fun, save the world" podcast, Monte and Expensify founder, David Barrett, inspire listeners to do exactly that: live rich, have fun, and save the world. The podcast highlights success stories and learnings of exemplary trailblazers across industries. Through these conversations, Monte has a unique perspective of what success looks like, particularly how to turn an idea into reality and then scale it. × FEATURED Featured Speaker KRISTEN BELL Actress, philanthropist, and producer Kristen Bell is an actress, philanthropist, and producer who can currently be seen starring in an all new animated Amazon children’s series “Do, Re, & Mi,” STX Film’s couponing adventure “Queenpins,” hosting a new family game show “Family Game Fight” with her husband Dax Shepard which premiered this summer on NBC, and Netflix’s parody comedy “The Woman in the House” series coming this winter. Bell will also be starring in the upcoming film “The People We Hate at the Wedding” alongside Allison Janney and Ben Platt. She also recently starred in the NBC series “The Good Place,” opposite Ted Danson and reprised her role as ‘Anna’ in “Frozen 2,” which with 1.3 billion thus far, has surpassed the $1.2 billion “Frozen” earned worldwide and taken over the top position as the highest grossing animated film of all time. Additionally, Bell executive produced and appeared in a second season of “Encore,” which you can find on Disney’s streaming platform Disney+. In 2016, Bell was seen as ‘Jeannie Van Der Hooven’ in the Showtime series “House of Lies” opposite Don Cheadle, which wrapped its fifth and final season. In 2014, Bell reprised her beloved title role in Warner Brothers’ film “Veronica Mars," which raised $2 million on Kickstarter in less than eleven hours and broke the record at the time for the fastest project to reach $1 million and $2 million. She also brought back the role for a revival of the series on Hulu. She appeared in a guest-starring arc on NBC’s hit series “Parks & Recreation” and played the lead role in the independent film “The Lifeguard,” which premiered at the 2013 Sundance Film Festival. Her other film credits include: “Bad Moms,” “Bad Moms Christmas,” “PANDAS,” “Olaf’s Frozen Adventure,” “Teen Titans Go! to the Movies,” “Like Father,” “CHIPs,” “How To Be A Latin Lover,” “The Lifeguard,” “The Boss,” "Hit & Run," “Movie 43,” “Some Girls,” “Writers,” “Big Miracle,” “You Again,” “Burlesque,” “When in Rome,” “Couples Retreat,” “Forgetting Sarah Marshall,” “Pulse,” “Serious Moonlight” and David Mamet’s “Spartan.” Her television credits include: “Veronica Mars,” “Parks & Recreation,” “Unsupervised,” “Deadwood,” “Heroes” and “Party Down.” Her Broadway credits include “The Adventures of Tom Sawyer” and “The Crucible,” opposite Liam Neeson and Laura Linney. Her Off-Broadway credits include “Reefer Madness” and “A Little Night Music.” * * * × BREAKOUTS Speaker ROBINA BENNION Founder | Robina Bennion LLC As a Soul Self Wealth Doula, Robina Bennion guides people through the rebirth of their true personal, spiritual, and financial beliefs. True beliefs that allow them to invest in who they truly are, what they value most, and transform their relationship with money. * * * × BREAKOUTS Speaker JASON BLUMER CEO | Thriveal CPA Network Jason founded Thriveal in 2010 as a way to help entrepreneurial CPA firm owners connect, learn, and grow. He is also the CEO of Blumer & Associates, CPAs where he focuses on business consulting and coaching. Jason is co-host of Thrivecast and The Businessology Show podcasts, and has been honored as one of the Top 100 Most Influential People in Accounting by Accounting Today. * * * * × BREAKOUTS Speaker JULIA BORQUEZ Partner Development Manager | Intuit Julia Borquez has been with Intuit since July 2011. She works with Quickbooks Solution Providers who offer QuickBooks products and services to their clients. Julia develops sales and marketing strategies, plans implantation, and increases partner profitability with performance reviews. * × BREAKOUTS Speaker STEPHEN BROWN COO | LedgerGurus Stephen Brown is the COO for LedgerGurus, a multimillion-dollar client accounting services firm focused on ecommerce accounting. He will be first to tell you he is not an accountant, but his finance and technology background make him uniquely qualified to help customers with their needs. He has an MBA from the University of Utah, a BS in Civil Engineering from BYU. Before LedgerGurus, Stephen held various roles at a variety of technology companies. * * × FEATURED Featured Speaker TED CALLAHAN Director, Accountant Segment Leader | Intuit QuickBooks Ted Callahan leads the Accountant Segment at Intuit. His team focuses on creating a strong partnership with accounting professionals to help grow their practice, scale their impact for clients, and fuel their clients' success in new and innovative ways. Ted leads a team that develops accountant experiences based in product innovation and technology, as well as forming programs and services that solve the unique challenges faced in this profession. His areas of focus include QuickBooks Online Accountant and the Global QuickBooks ProAdvisor Program. * * × BREAKOUTS Speaker NAYO CARTER-GRAY Founder and CEO | 1st Step Accounting, LLC Nayo decided a virtual accounting practice was the best way to travel and still help small business owners manage their financial systems. She is an enrolled agent, QuickBooks Online Advanced Certified ProAdvisor and sat on the 2018 – 2019 Intuit Accountant Council. Nayo is also a Hubdoc Top 50 Cloud Accountants, Forbes Top 100 Tax Twitter Accounts to Follow, and a Top 50 Women in Accounting by Practice Ignition. * * * * × BREAKOUTS Speaker BRAD CELMANINIS President | Brad Celmainis Accounting Solutions Brad Celemaninis is a QuickBooks consultant in Calgary. * * × FEATURED Featured Speaker ALEX CHRISS EVP and GM | Intuit QuickBooks Alex Chriss is the executive vice president and general manager of the Intuit Small Business and Self-Employed Group. A customer-centric leader, Alex leads a 4,500+ person organization that is focused on powering prosperity around the world for small businesses and the self-employed by unlocking the power of millions of customers for the prosperity of one through the QuickBooks platform. * × BREAKOUTS Speaker JILL CHUN Operations Manager | Accrew Jill Chun is the Operations Manager at Accrew, where her experience from a variety of different organizations, as well as her specialty in creating and refining process, have uniquely contributed to equipping the Accrew Team. She believes in pursuing excellence while caring deeply about the people on her team, so that they can in turn care for Accrew's clients. * × BREAKOUTS Speaker BRIAN CLARE Partner | Blueprint Accounting, Inc. Brian is a partner at Blueprint Accounting, Inc in Ottawa, ON, Canada. His focus at Blueprint is in supporting the CAS team, reviewing processes for improvement, working on company strategy, and supporting the marketing team. Whenever technology issues arise, Brian is the go-to at Blueprint to help resolve issues and ensure things run smoothly. * × BREAKOUTS Speaker COLIN CLOUD Cyber mentalist Colin Cloud has been described by the media as the closest thing to a real-life Sherlock Holmes. He studied forensic investigation in Glasgow at just 15 years old, and has been immersed in the world of psychology and criminal profiling over half of his life. He recently relocated to Las Vegas to accommodate his residency in the Mirage Resort and Casino, and has been taking the internet by storm transferring his skills to the virtual world with his show “The Cyber Mentalist. * * × BREAKOUTS Speaker KEITH CROWTHER Product Manager | QuickBooks Commerce × BREAKOUTS Speaker DAN DELONG Owner | Danwidth Dan DeLong, founder of Danwidth, is a born troubleshooter and problem-solver. His vision is to bring all of his life's work experiences into one endeavor, helping you remove things from your business' to-do list so you can do what you love. Dan brings decades of Intuit Tech support experience and is co-host of the QB Power Hour webinar series. His technical know-how of the QuickBooks Product lineup is a perfect fit for schoolofbookkeeping.com. * * × BREAKOUTS Speaker JAMIE DELVECCIO Senior Partner Manager | Intuit Jamie has grown her career with Intuit over the past 16 years, spending the last eight working within various roles across the Intuit Partner Channel. In her current role as Senior Partner Manager, Jamie guides valued partners through integrating QuickBooks into their sales and service portfolio through strategic go-to market design and implementation. * × FEATURED Featured Speaker CASSIE DIVINE SVP, QuickBooks Online Platform | Intuit QuickBooks Cassie leads global product organizations that serve Intuit’s Self-Employed, Small Business and Mid-market Small Business customers, and Intuit’s Expert and third-party developer partners. She guides her teams to fall in love with identifying and solving customer problems to fuel business success for more than 5.1 million QuickBooks Online subscribers worldwide. * × BREAKOUTS Speaker JAMEE DUNN Senior Strategic Alliance Manager, | Avalara As a Senior Strategic Alliance Manager at Avalara, Jamee has been working with Avalara and the QuickBooks partner and client community since 2013. She is from Seattle, WA and started out at Avalara in their original office on Bainbridge Island, WA. Jamee has an affinity to supporting entrepreneurs and small business owners realize their dreams through compliance. * × BREAKOUTS Speaker INGRID EDSTROM Chief Empowerment Officer | Priestess of Profits Ingrid is recognized as one of the accounting profession's Top 40 Under 40, Most Powerful Women in Accounting, a Top 100 ProAdvisor, and the 2017 top "Up-N-Comer" ProAdvisor. She is the leader of the “Empower Your Passion Roundtable” group for accountants, a member of the Intuit Trainer/Writer Network, and leader of the Southern Oregon Woodard Group. * * × BREAKOUTS Speaker RYAN EMBREE Head of Partnerships (AMER) | Practice Ignition Ryan Embree has spent the last six years working with accountants and bookkeepers in his role at Practice Ignition. He helps accounting firms embrace new technology and modernize their practices for success. Ryan has worked for Practice Ignition in Australia, UK, and Canada, before relocating to Chicago recently. * × BREAKOUTS Speaker JONATHON FISHMAN Founder and CEO | LeanLaw Jonathon is a two-time founder with an exit of $25 million. He has 20 years of c-level experience specific to B2B-focused software and solutions. With a knack for translating and interpreting market conditions into objectives, he has developed businesses around immature markets of telehealth, educational assessment, interactive television, video game and web development and mobile technology. * * × BREAKOUTS Speaker NATE FLAKE VP, Operations | Fishbowl Nate is the vice president of operations at Fishbowl, the leading inventory management software for small- to medium-sized businesses. At Fishbowl, he builds and leads teams, including the client implementation team, strategic partner program and the QuickBooks team. He previously worked in the U.S. Embassy in Moscow where he coordinated projects between multiple federal government departments. * * * * × BREAKOUTS Speaker MATTHEW FULTON Founder | Parkway Business Solutions Matthew is the founder of Parkway Business Solutions where he uses his passion for technology to create time-saving tools for accountants (Vendorsync) and bookkeeping solutions to fit the needs of the modern small business owner. As the creator of the Facebook Group, QB Community Live, he dedicates time helping his fellow community members. * * × BREAKOUTS Speaker HECTOR GARCIA CPA | Garcia & Company PA Hector Garcia is the Principal Accountant at Quick Bookkeeping & Accounting LLC, a globally-serving Technology-Accounting firm specializing in QuickBooks Consulting and traditional accounting services. Hector’s claim to fame is his YouTube Channel with 150,000 subscribers and 600+ videos with over 10 million views, mostly about QuickBooks, accounting, and tax topics. × BREAKOUTS Speaker NITIN GARG Yogi and climate leader | Intuit Nitin is a yogi and the Global Customer Sustainability Leader at Intuit. Using the power of meditation and visualization, he transformed his existing role as a PM at Intuit to focus on fighting the climate crisis. When he’s not leading on climate, he loves transformational conversations that spark personal growth. * * * × BREAKOUTS Speaker LISA GOLDMAN Certified Zentangle Teacher Lisa first tried the Zentangle Method (ZM) in 2014, when a friend gifted her a class to help cope with a chemotherapy regimen. The ZM helped Lisa relax and focus and, as an added bonus, produce satisfying art. She found the ZM so valuable, she became a Certified Zentangle Teacher (CZT), so she could offer classes to others. Prior to teaching the ZM, Lisa taught fitness classes for many years and practiced as a lawyer in the Silicon Valley. Lisa is also a founder and President of The ROS1ders, an organization dedicated to helping patients with ROS1+ cancer. * * × BREAKOUTS Speaker KELLY GONSALVES Founder | Totally Booked Kelly started three companies, including a co-founding role in Ideation: Think Forward. Kelly is a QuickBooks Advanced Certified ProAdvisor, a member of the Intuit Trainer Writer Network, a HubDoc Top 50 Cloud Accountant, on Avalara's Social Media Top 100, an Insightful Accountant Top 10 ProAdvisor, and the host of Insightful Accountant's QB Talks: App Neighborhood Watch. * * × BREAKOUTS Speaker JESSE GONZALEZ Business Development Manager | Progeny Coffee Jesse Gonzalez is a coffee professional with over 10 years of experience. He has competed in several barista competitions and is a certified Q-Grader. * * × BREAKOUTS Speaker CLAYTON GOODHUE Senior Manager, Emerging Business | Avalara Clayton is a Senior Manager for the Emerging Business group at Avalara. He is located out of the corporate headquarters in Seattle, Washington. For the past 9 years Clayton has been helping companies leverage technology to navigate the complexities of indirect tax compliance. When not talking about tax, you will find him enjoying the Pacific Northwest outdoors. × Event Host CARLA HALL Chef, author, and television host Carla Hall is a trained chef who first won over audiences when she competed on Bravo’s Top Chef and Top Chef: All Stars, sharing her philosophy to always cook with love. Carla spent seven years co-hosting ABC’s Emmy award winning series The Chew, and is currently featured on the Food Network in BakeAway Camp, Thanksgiving, Holiday and Halloween Baking Championships, and Worst Cooks in America, and is the host of Best Baker in America. Her latest cookbook, Carla Hall’s Soul Food: Everyday and Celebration, landed on annual “Best Cookbook" lists across the country and received a NAACP Image Awards nomination. * * * × BREAKOUTS Speaker JESSICA HIDALGO Group Product Manager | QuickBooks Online Payroll × BREAKOUTS Speaker MICHAEL HITCHCOCK Director, Product Management | QuickBooks Online × BREAKOUTS Speaker TROY HOWARD Product Manager | QuickBooks Online Invoicing × BREAKOUTS Speaker ESTHER FRIEDBERG KARP President | EFK CompuBooks Inc. As an internationally-renowned trainer, writer, and speaker from Toronto, Esther is consistently in the Insightful Accountant Top 100 ProAdvisors and has been in the Top 10 twice. In 2015, she was named Top International ProAdvisor, and in 2019, she was named Top Trainer/Writer, the first non-American to receive that accolade. She has also been named one of the Top 50 Women in accounting and a Top 10 influencer in the Canadian bookkeeping world. * * * * × BREAKOUTS Speaker ALICIA KATZ POLLOCK Founder | Royalwise Solutions, Inc. QuickBooks Online Rock Star Alicia Katz Pollock is a Top 100 ProAdvisor, member of Intuit’s national training team, and prolific author. With a Masters of Arts in teaching and 30+ years of industry experience, Alicia expertly blends deep knowledge and patient guidance to foster the ultimate learning environment. * * * * × BREAKOUTS Speaker EVE LACIVITA Principal Product Manager | QuickBooks Time × BREAKOUTS Speaker JOSH LANCE Head of Accounting | Practice Ignition Joshua Lance is the founder and managing director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies and the Head of Accounting at Practice Ignition. Josh was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named as one of the 40 under 40 in 2017, 2018, 2019, and 2020 by CPA Practice Advisor. Josh was recently appointed to the Illinois CPA Society Board of Directors and the AICPA PCPS Executive Committee × BREAKOUTS Speaker PAUL LODDER Domain Product Expert | Dext Paul Lodder joined Dext as a product domain expert in January 2021 having spent the previous 21 years in practice where he was a partner heading up the firm’s cloud accounting offering. ACCA-qualified since 2003, Paul led the firm’s MTD and digital strategy, submitted the first-ever VAT return under MTD in the UK, and provided support on digitization to accountants nationwide. While in practice, Paul managed a substantial portfolio of clients by providing audit, accounting, tax, and business advisory services to help them solve their business challenges and achieve their goals. * * * × BREAKOUTS Speaker MICHELLE LONG CPA | Long for Success, LLC Michelle Long is the owner of Long for Success, LLC, which specializes in QuickBooks training and consulting. She is an international trainer for Intuit, co-host of QB Power Hour, and co-author of both advanced certifications for QuickBooks and numerous other Intuit courses. She’s also won many awards including Most Powerful Women in Accounting, Top 10 ProAdvisors, and more. * * * × BREAKOUTS Speaker KIERAN LOTZE North American account executive | Syft Analytics Kieran is the Syft account executive for the Americas. His job is business-to-business sales, customer support, onboarding, training, and making sure that clients are happy. Prior to Syft Analytics, Kieran was involved in various industries, like personal fitness and wellness, beauty, the diamond trade, jewelry, massage, and renewable energy. * * × BREAKOUTS Speaker TAYLOR LUNGREN Director of Marketing and Influencer Strategy | Accounting Therapy, Inc. Taylor’s journey with QuickBooks began as a small business user and now, she’s a QBO Advanced Certified ProAdvisor overseeing an extensive client list, growing a data migration division, and carving out internal processes for fast-track growth. Her entrepreneurial experience lends a unique insight to internal company operations and challenges that her small business clients face. * * × BREAKOUTS Speaker MICHAEL LY CEO | Reconciled Michael is CEO of Reconciled, an online accounting firm for entrepreneurs. He is also CEO of Saasable, creators of accounting apps for accountants, entrepreneurs, and financial institutions. Michael coaches firm owners on how to grow their practices with intentionality. * * × BREAKOUTS Speaker GINA MADSON Senior Marketing Manager, Global Demand Center, Partner Programs | Intuit Gina is a senior marketing manager with the QuickBooks channel partner marketing team. She has spent the last 15 years building engaging marketing campaigns in the B2B space across a variety of sectors including artificial intelligence, advertising, and accounting software. * * × BREAKOUTS Speaker KELLY MAHER Owner | Kelly Maher Acupuncture and Wellness Kelly Maher is a certified life coach, acupuncturist and herbalist, and meditation guide. She is the owner of Kelly Maher Acupuncture and Wellness, and throughout her 10 year tenure has treated thousands of patients with both needling and coaching sessions. Watching her own life benefit from utilizing a meditation practice has made her extremely passionate about helping people discover their own inner connection and happiness. Kelly currently lives in Chicago and is also an active member of the fitness and wellness community, specifically as a lululemon ambassador who leads weekly group mediation sessions. * × BREAKOUTS Speaker ANGELA MAIN ROBERTS Founder and CEO | Main Accounting Services Throughout her life, Angela was surrounded by small business owners who gave her lessons on the realities of owning a business. She coupled this experience with her love of accounting and developed her accounting skills with small businesses in the Midwest before becoming a corporate controller for a large company. After settling down in Atlanta, she founded Main Accounting Services. * * × BREAKOUTS Speaker BRITTANY MALIDORE Co-founder and partner | Ledgerly Consulting Prior to founding Ledgerly Consulting, Brittany spent most of her career expanding and building successful outsourced accounting services practices within public accounting firms. She has developed professional teams who provide cloud-based business and accounting services that include paperless invoicing and bill payment solutions, integrated payroll and expense reporting, and more. * × BREAKOUTS Speaker MARIETTE MARTINEZ Educator | MasterYourBooks With over 20 years of accounting and advising experience, Mariette joined the Intuit Trainer/Writer Network in 2015 and contributes regularly as an educator, blogger and speaker on various Intuit platforms. Her entrepreneurial journey evolved from practitioner to educator in 2020 when she founded MasterYourBooks, a learning center that serves accounting professionals that are ready to connect more intimately with themselves and clients they serve. * * * * × BREAKOUTS Speaker SAM MAYER Senior Marketing Manager | DocuSign Sam is a Senior Marketing Manager for the Digital Business at DocuSign focused on marketing, demand programs and partnerships for small businesses. She has previously worked in brand marketing and demand generation for companies like Salesforce, American Express, and Time Inc. * * × BREAKOUTS Speaker BETH MELCHER Owner and founder | MoneyFit Beth founded MoneyFit to empower the owner-company connection by educating clients to understand and command the language of finance. With 25+ years of experience in finance and consumer products, and an MBA in strategic planning and marketing, she helps clients leverage the underlying financial concept that there is “strength in numbers. * * × BREAKOUTS Speaker JAMAL MILLER Director of Product Marketing | Mailchimp As the Director of Product Marketing at Mailchimp, Jamal helps entrepreneurs and small businesses unlock growth with Mailchimp’s marketing and commerce tools. Jamal has 15+ years of experience in product marketing, digital marketing, and lifecycle marketing roles, including previous stints at Amazon and the Graduate Management Admissions Council (GMAC). × FEATURED Featured Speaker ARIEGE MISHERGHI VP, Expert Segment Leader | Intuit QuickBooks Ariege is a vice president at Intuit QuickBooks where she leads a team focused on helping Intuit’s accountant partners grow their practice and scale their impact for clients through innovative products, services and programs. Her areas of focus include QuickBooks Online Accountant, QuickBooks Live Bookkeeping and the Global QuickBooks ProAdvisor Program. * * × BREAKOUTS Speaker JOHN MITCHELL Chief Brand Officer | Rootworks John is the Chief Brand Officer at Rootworks where he leads the company’s branding efforts. For over 20 years, John has been motivating and inspiring corporate and nonprofit audiences with a unique blend of creative story-telling and practical, down-to-earth conversation. Over the course of his career, John has overseen branding, video production, web design and a long list of other creative initiatives. * * * × BREAKOUTS Speaker JENNIE MOORE Head of Accounting | Practice Ignition Jennie Moore is the Head of Accounting for Practice Ignition. She is also the founder of Moore Details Inc., a boutique-style bookkeeping practice that has helped numerous clients evolve and fine tune their financial operations for more than 16 years. She actively researches applications and advocates for the accounting industry through social learning. * * × BREAKOUTS Speaker MEGAN MORELLI Senior new partner consultant | Dext Dext is revolutionizing bookkeeping for over 50,000 accountants and bookkeepers and 1,000,000+ business customers globally, using award-winning AI and automation to help unlock the value of bookkeeping and real-time accounting. As the senior new partner consultant at Dext, Megan Morelli helps bookkeepers save hours they didn’t think they had by automating the collection and processing of source documents. * * × BREAKOUTS Speaker TRINITY MOUZON WOFFORD Co-founder and CEO | Golde Trinity Mouzon Wofford is the co-founder and CEO at Golde, a Brooklyn-born health and beauty brand. With her partner, Issey Kobori, she founded Golde in 2017 with the mission of bringing accessibility to the wellness industry via approachable products powered by superfoods. Since launching the brand at age 23, Trinity has been named one of Forbes 30 under 30 and most recently landed Golde on the shelves of Target stores across the country. * × BREAKOUTS Speaker RAJA MUTHURAMAN Principal Product Manager | QuickBooks Cash × BREAKOUTS Speaker KRISTEN NIES CIRALDO Founder | The Friday Guide Kristen is founder of The Friday Guide, an advisory and consulting house connecting accounting, data, and tech with creative people and industries. Currently with Roundtable Labs, her focus is collaboration, not competition — in all the ways that can be accomplished. Kristen sees her work as translation between different sides that usually aren't really different sides at all. * * × BREAKOUTS Speaker UFUOMA OGAGA Founder and CEO | Goshen Bookkeeping & Consulting Ufuoma is founder of Goshen Bookkeeping & Consulting, an Atlanta-based accounting and advisory firm focused on empowering, educating, and transforming nonprofit organizations to build sustainable profits and reduce operational chaos. She is an Advanced Certified QuickBooks ProAdvisor, a Certified Nonprofit Accounting Professional, Insightful Accountant Top 100 ProAdvisor, and a member of the Intuit Trainer/Writer Network. * * × BREAKOUTS Speaker MARIA PALACIO CEO | Progeny Coffee Maria Jose Palacio is a fifth-generation Colombian coffee farmer. Her passion for uplifting others helped her overcome small business obstacles and build a flourishing business as a distribution platform with the mission of empowering coffee farmers and lifting them out of poverty and helping their communities. Maria has been recognized on Forbes Next 1000 list, 100 Female Founder of 2020 by Inc Magazine, Mujeres Imparables by Telemundo, 12 under 35 Breakout Talent to Watch by SFA, and the book The New Latina –100 Millennials shaping the World. * * × BREAKOUTS Speaker SABRINA PARSONS CEO | Palo Alto Software Sabrina is CEO of Palo Alto Software, developer of the best-selling business management software, LivePlan and online content site, Bplans.com. Palo Alto Software, with headquarters in Eugene, Oregon, develops software and tools specifically targeted for entrepreneurs and small-business owners. Palo Alto Software employs over 70 employees and gives all employees paid maternity and paternity leave, supports a generous short-term disability policy, and focuses on employee benefits that honor and respect their employees’ whole lives. * × BREAKOUTS Speaker PETE POTSOS Strategic Account Manager | Bill.com As the strategic account manager and client accounting services strategic advisor at Bill.com, Pete has a broad range of experience ranging from sales, business ownership, accounting, and strategy. He is a lifelong learner with a passion for new technology, solving problems and finding better ways to get the job done. * × BREAKOUTS Speaker SUSAN PRUSKIN President | Susan Pruskin Consulting Susan started out recording Accounts Receivable in a huge black ledger. Her favorite thing was to untangle messes a previous bookkeeper created. In 2007, she became a Certified ProAdvisor at a QuickBooks consulting firm. In 2008, she left to start her own and serves over 100 small businesses monthly. Susan has been named a Top 100 ProAdvisor by Insightful Accountant seven times. * * × BREAKOUTS Speaker ANNA READY Founder | Accrew Anna founded Accrew to provide excellent bookkeeping services and still spend time with her family. Since then, her vision expanded to providing high-quality accounting and consulting services to small and mid-sized businesses across the country. Her mission is to partner with leaders to build and grow remarkable organizations. * × BREAKOUTS Speaker LAURA REDMOND CEO | Redmond Accounting Inc Laura Redmond, awarded Top Client Accounting Services ProAdvisor in 2019, is the CEO of Redmond Accounting Inc (RAI). Founded in 2005, RAI is a boutique accounting firm providing client accounting and technology services centered around QuickBooks Online and its ecosystem of apps. Laura created Aero Workflow, an app used by accounting firms to distribute their knowledge capital, delegate work to a distributed workforce, and manage service delivery. Laura co-authored many of Intuit’s QuickBooks Online certification programs for accountants and presents sessions at national accounting technology conferences. × BREAKOUTS Speaker DARREN ROOT Creative Director | Rootworks Darren Root, CPA, CITP, CGMA is the Creative Director of Rootworks, the profession’s leading firm-improvement organization for the accounting profession. Having managed his own CPA firm for more than 30 years, Darren’s vast accounting experience is rivaled only by his passion for helping firm owners modernize and transform their practices into thriving, sustainable enterprises — which is why he launched Rootworks in the first place. * * * × BREAKOUTS Speaker RICHARD ROPPA-ROBERTS Founder | Roundtable Labs and Quasar Cowboy In 2020, Richard joined Kelly Gonsalves and Kristen Nies Ciraldo to create Roundtable Labs. Its mission is simple: collaboration without competition. Richard was named a Best of 2019, 2020, and 2021: Strategic Business Consulting, Palm Springs; he’s on Avalara's Social Media Top 100; and had an honorable mention on Accounting Today’s Top 100 Most Influential People in Accounting list. * * × BREAKOUTS Speaker BRANDON ROTH Senior manager, Technical Marketing | Bill.com Brandon is dedicated to his role as a “technical translator” — a role that brings together his experience in sales, consulting, and in supporting firms of all sizes and their clients. He is the Bill.com expert at helping firms better understand technology and how to use it to their advantage. * * * × BREAKOUTS Speaker STEV RUBIO Senior Partner Development Manager | Intuit Stev Rubio joined Intuit in 2004 and started with the telesales team for QuickBooks Desktop before moving into Point of Sales telesales, and then the Invoice Registration Portal channel in 2012. He is also Hosting Partner Manager for Intuit. * × BREAKOUTS Speaker ALEXIS SADLER Chief Inspiration Officer | Accounting Therapy, Inc. Alexis is a QuickBooks Solution Provider, Reseller, and Certified ProAdvisor. Through Accounting Therapy, Inc., she and her team have supported hundreds of small businesses with QuickBooks. Her participation in the QuickBooks Online Advanced council was yet another opportunity for her to contribute to the advancement of the QuickBooks Online ecosystem. * * × BREAKOUTS Speaker HEATHER SATTERLEY, CPA, MSI Owner | Satterley Training & Consulting Heather is the founder of Satterley Accounting Services and Satterley Training & Consulting, LLC. She is an Advanced Certified ProAdvisor, member of the Intuit Trainer/Writer Network, and a Zapier Certified Expert. Heather was named a categorical Top 10 ProAdvisor in 2017 and 2019, and has been listed as a Top 100 ProAdvisor for the past eight years by Insightful Accountant. * * * × BREAKOUTS Speaker CINDY SCHROEDER Founder | Bookkeeping Buds Cindy Schroeder is the founder and owner of Bookkeeping Buds, a bookkeeping community that encourages the sharing of ideas to grow a stronger firm.The benefits of the group include the private slack channel, online directory, member meetings, and more. Cindy is an Advanced Certified QuickBooks ProAdvisor, an alumni member of Intuit Council Advisory Board, and a lifelong Mouseketeer. * * * * × BREAKOUTS Speaker JACOB SCHROEDER CEO | Ascend Consulting Jacob is the CEO and founder of Ascend Consulting, LLC and cofounder of Ideation: Think Forward. He works with business owners to help them truly understand and scale their businesses, and also helps drive the accounting industry forward, so it is ready to meet the opportunities and challenges of tomorrow. Jacob was also a member of the 2017-2018 Intuit’s Accountants Council. * * * × BREAKOUTS Speaker TONYA SCHULTE Founder | The Profit Constructors After working in corporate construction accounting for almost 20 years, Tonya decided to create a unique firm, The Profit Constructors. The company not only serves the specialized accounting needs of the construction industry, but advocates for them as well. Across the board, they are able to help their clients gain new work faster, easier, and for a better price. * * × BREAKOUTS Speaker LIZ SCOTT CEO | Accounting Lifeline Liz Scott is a Certified QuickBooks Advisor and owner of Accounting Lifeline which specializes in QuickBooks training, setup, support, and advisory services for small businesses. She authors Insightful Accountant’s “QBO Monday Minute,” and acts as co-host of their “QB Talks Quarterly QBO Fireside Chat” webinars. Liz is a Top 100 ProAdvisor and active member of the Intuit Trainer/Writer Network where she has authored and taught master-level courses for QuickBooks ProAdvisors. × FEATURED Featured Speaker LAURENT SELLIER VP, QuickBooks Online Payroll and Time Tracking | Intuit QuickBooks Laurent guides his team to drive innovation and delivery of Intuit’s payroll solutions, which recently launched a new lineup of products to better meet the needs of the more than 1.4 million small and mid-market businesses that use QuickBooks Payroll. Laurent also leads the portfolio of benefit services available through QuickBooks, including HR, health insurance, and 401k. * × FEATURED Featured Speaker JAY SHETTY Best-selling author and purpose coach Former monk Jay Shetty is a New York Times best-selling author, life and purpose coach, host of the #1 Health and Wellness podcast On Purpose, and co-founder of Sama Tea. Jay has a myriad of accolades under his belt including AdWeek dubbing him a Young Influentials cover star in 2019 and being named to Forbes 30 Under 30 List in 2017. His videos have been viewed more than 8 billion times and he is followed by over 40 million people across social media. * * * * × FEATURED Featured Speaker RANIA SUCCAR SVP, QuickBooks Money Platform | Intuit QuickBooks Rania Succar is the business leader for the QuickBooks Money portfolio, including small business payments, banking and lending. Her team is focused on solving one of the biggest challenges small businesses face: managing cash flow. She and her team have launched several game changing offerings the past few years that helped put small businesses in control of their money. * × BREAKOUTS Speaker BRADY SUGGS Director of Product Management | Intuit Brady is the director of product management at Intuit diligently working to provide tools to help accountants and their clients prosper. He has over 15 years’ experience designing and implementing innovative software across energy, financial, and healthcare sectors. Brady has one kid, likes football, and poorly hides his southern accent. × BREAKOUTS Speaker MONIQUE SWANSEN Founder and CEO | Automated Accounting Services and Accounting for Green Monique streamlines her partners’ financial needs using technology to automate what they can and outsources the rest. Her firm offers outsourced bookkeeping, controller, and CFO services that offer cash flow forecasting and gives clients the real-time information they need to make key financial decisions. A thought leader in her field, Monique serves on Intuit’s Accountant Council, has been named to the Insightful Accountant Top 100 ProAdvisor list since 2019, and publishes her insights in industry-leading publications including Firm of the Future and CPA Practice Advisor. * * * × BREAKOUTS Speaker MEGAN TARNOW Founder and Principal | The Mobius Group Megan is founder and principal of The Mobius Group, a QuickBooks-centric consulting practice. She is a Certified Nonprofit Accounting Professional, an Advanced Certified QuickBooks ProAdvisor, a member of the elite Intuit Trainer/Writer Network, and a Top 100 ProAdvisor in 2020 and 2021. In 2018, she started a Facebook group, QuickBooks for Nonprofits, now with over 4,800 members. * * × BREAKOUTS Speaker MADHUMITA TAYADE Senior Product Manager | QuickBooks Desktop × BREAKOUTS Speaker JOHN TRABELSI Co-founder | Progeny Coffee John Trabelsi has more than fifteen years of experience in branding and innovation. He is the brand visionary behind Progeny and its well-recognized farmer forward mission. He is also the leader behind the company’s innovative approach, "Beyond Trade™," in which Progeny has streamlined its supply chain, eliminated all unnecessary middlemen, provided transparency, and continues to lift farmers’ livelihood by providing its farmers with free education and technical support, and also through doubling their income. * * × BREAKOUTS Speaker VANESSA VASQUEZ Business Strategist and Consultant | Vanessa Vasquez Consulting Vanessa’s superpower is to bring solid financial education and strong strategies to Hispanic Entrepreneurs and Accountants. Destroying the kryptonite of small business, which is lack of financial knowledge, Vanessa presents the correct tools and processes for businesses to grow and expand. Her main focus has always been helping her clients streamline their small business financial management processes through education and the application of technology. With 20+ years of experience, Vanessa recognizes the importance of providing learning opportunities and financial solutions for the rapidly growing Spanish-speaking small business community. * * * × FEATURED Featured Speaker KELLY VINCENT VP, Mid-Market Segment Leader | Intuit QuickBooks As the vice president of Mid-Market Business at Intuit, Kelly leads a team responsible for driving the growth of QuickBooks Online Advanced, which represents Intuit’s expansion into mid-market online business solutions. She has more than 20 years of experience leading product management, engineering, business, and product operations at a global scale for eBay, NetApp, Juniper, and Cisco Systems. × BREAKOUTS Speaker AMY WALKER CPA and founder | Walker Agency With a love for technology and creating efficient processes, Amy and her team at Walker Agency work with growing businesses to manage their daily accounting and provide financial guidance. Amy started her career with PwC and recently finished a two-year term on Intuit's Accountants Council. She currently serves on Gusto's Partners Council. * * * * × BREAKOUTS Speaker ANDREW WALL Managing Partner | CPA4IT Professional Corporation Andrew Wall is a Chartered Professional Accountant and Certified Management Accountant with over 19 years in accounting and IT development. He is the managing partner at CPA4it.ca a cloud based accounting firm focused on helping small businesses. Andrew is a global thought leader and has been recognized as the top 100 Accounting influencers (Avalara.com). Andrew is passionate about the cloud. His Firm CPA4it.ca has been ranked as one of the top 100 cloud brands in the world (onalytica.com) and Andrew has been recognized as one of the top 50 cloud accountants in North America four years in a row (hubdoc.com). * * * * × BREAKOUTS Speaker ERIN WALSH DYER Founder and financial educator | The Bookkeeper's Friend Erin is the ultimate bookkeeper's friend. As a national trainer for Intuit, Erin educates hundreds of accounting professionals every month for the QuickBooks Accountant University. Through her Circle of Friends mentorship program, Erin continues to help businesses, bookkeepers, and accountants realize the full potential of QuickBooks. * * * × BREAKOUTS Speaker LEAH WETZEL Product Manager | QuickBooks Online Accountant × BREAKOUTS Speaker BRANDON WHITECAR Director of Customer Success | Fishbowl Brandon focuses his time on anything and everything Fishbowl Online. From the customer journey, onboarding, and through renewal. As the Director of Customer Success at Fishbowl, he oversees the customer experience for Fishbowl Online clients, as well as process development and ongoing customer engagement. For Brandon, client experience is the most important part of the role. * * * × BREAKOUTS Speaker KAITLYN WILCHYNSKI Product Manager | QuickBooks Online × BREAKOUTS Speaker JENNY WILLIAMS Design Strategist | QuickBooks Advanced × BREAKOUTS Speaker JOE WOODARD CEO | Woodard Events, LLC As an author, consultant, business coach, and national speaker, Joe has trained over 125,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices. Joe is the host of Woodard Institute, Woodard Alliance, and Scaling New Heights. In 2012 and 2014 – 2020, Joe was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession. × BREAKOUTS Speaker MARTHA YASSO Principal | Yasso Bookkeeping Solutions Martha uses more than 20 years of financial experience to deliver peace of mind to small business owners in the professional, trade, and medical industries. She is a QuickBooks Expert and three-time Insightful Accountant Top 100 ProAdvisor. As heard on Heather Smith’s Cloud Stories podcast and Mike Milan’s Clear PATH to Cash podcast, Martha simplifies cash management for small businesses. * * × Speakers * Raja Muthuraman Principal Product Manager, QuickBooks Cash QUICKBOOKS CASH: ALL-IN-ONE BANKING FOR SMALL BUSINESSES JANUARY 1, 12:00 AM – 12:00 AM ET Access your funds instantly regardless of how your customers pay — ACH, credit/debit card, or check. Automatically allocate upcoming payments, including taxes, payroll, and more. × Speakers * Keith Crowther Product Manager, QuickBooks Commerce QUICKBOOKS COMMERCE: NAVIGATING CHALLENGES FOR GROWING OMNICHANNEL SELLERS JANUARY 1, 12:00 AM – 12:00 AM ET Learn how to add new sales channels and team members, manage complex payouts from Amazon, and collect credit card payments through a B2B eCommerce platform. × Speakers * Madhumita Tayade Senior Product Manager, QuickBooks Desktop QUICKBOOKS DESKTOP: ACCOMPLISH MORE, FASTER JANUARY 1, 12:00 AM – 12:00 AM ET Run your business more efficiently with money management, data sync, and speed improvement. Join this product demo to learn how to retain oversight and financial control, while making moves with your money. × Speakers * Kaitlyn Wilchynski Product Manager, QuickBooks Online QUICKBOOKS INTEGRATIONS: AUTOMATE YOUR DATA JANUARY 1, 12:00 AM – 12:00 AM ET Learn how Intuit is building apps alongside strategic partners to bring in your data automatically. We’ll cover Connect and Square, as well as future integrations with eBay and PayPal. × Speakers * Troy Howard Product Manager, QuickBooks Online Invoicing QUICKBOOKS INVOICING: HOW TO GET PAID JANUARY 1, 12:00 AM – 12:00 AM ET From an estimate to payday, learn how QuickBooks Invoicing helps business owners get paid faster during this product demo. × Speakers * Leah Wetzel Product Manager, QuickBooks Online Accountant QUICKBOOKS ONLINE ACCOUNTANT: BOOKS REVIEW JANUARY 1, 12:00 AM – 12:00 AM ET Learn about two new steps that complete the end-to-end bookkeeping workflow, reimagine how to collaborate with clients, and capture missing information. × Speakers * Jenny Williams Design Strategist, QuickBooks Advanced QUICKBOOKS ONLINE ADVANCED: OPERATE YOUR BUSINESS AT SCALE JANUARY 1, 12:00 AM – 12:00 AM ET Learn how QuickBooks Advanced connects the complex ecosystem it takes to run a mid-market business. Explore KPI insights, custom reports, multi-company reporting, and more. × Speakers * Michael Hitchcock Director, Product Management, QuickBooks Online QUICKBOOKS ONLINE: FROM BUSINESS TO BOOKS IN MINUTES JANUARY 1, 12:00 AM – 12:00 AM ET During this product demo, discover how to eliminate work, make bookkeeping effortless and do more anywhere. × Speakers * Jessica Hidalgo Group Product Manager, QuickBooks Online Payroll QUICKBOOKS ONLINE PAYROLL: PAYROLL FOR THE MODERN WORKFORCE JANUARY 1, 12:00 AM – 12:00 AM ET Learn how QuickBooks Online Payroll leverages AI-driven automation for a seamless and flexible payroll setup that minimizes work and maximizes confidence × Speakers * Eve Lacivita Principal Product Manager, QuickBooks Time QUICKBOOKS TIME: MANAGING REMOTE TEAMS JANUARY 1, 12:00 AM – 12:00 AM ET Set up your remote team for success with time management and project collaboration. Learn how to effortlessly convert time and work to money with billing and job costing. × GO TO AGENDA PAGE CARD OCTOBER 27, 8:00 AM – 11:00 PM ET × QUICKBOOKS CONNECT 2021 - AVALARA VISIT PARTNER CLICK NOVEMBER 3, 12:00 AM – 12:00 AM ET × QUICKBOOKS CONNECT 2021 - EVENT ATTENDANCE TRACKER NOVEMBER 3, 12:00 AM – 12:00 AM ET × Speakers * Jesse Gonzalez Business Development Manager, Progeny Coffee * Trinity Mouzon Wofford Co-founder and CEO, Golde * Maria Palacio CEO, Progeny Coffee * John Trabelsi Co-founder, Progeny Coffee PRE-EVENT POWER PAIRINGS: ENERGIZE YOUR MORNING ROUTINE NOVEMBER 3, 10:00 AM – 10:15 AM ET What pairs better than matcha and coffee? Energize your morning with a power pairing of two small businesses. Join Golde for a matcha demonstration, followed by a coffee tutorial with Progeny Coffee. MATCHA5: Use this code on Golde’s website for $5 off from November 4 – 12 powerprosperity20: Use this code on Progeny Coffee’s website for 20% off one-time purchases This session is not eligible for CPE credit. × Speakers * Lisa Goldman Certified Zentangle Teacher * Kelly Maher Owner, Kelly Maher Acupuncture and Wellness PRE-EVENT POWER PAIRINGS: TAKE A MOMENT FOR YOURSELF NOVEMBER 3, 10:00 AM – 10:15 AM ET Take a moment for yourself, and power up with a power pairing of doodling and mindfulness. Join Lisa Goldman, as she walks you through a basic Zentangle pattern, followed by a breathing and focus exercise led by Kelly Maher. Come prepared with a black pen, pencil, and blank sheet of paper for the best doodling experience. This session is not eligible for CPE credit. × Presentation Speakers * Nayo Carter-Gray Founder and CEO, 1st Step Accounting, LLC PRE-EVENT MEETUP: BLACK ACCOUNTANT COMMUNITY NOVEMBER 3, 10:00 AM – 10:30 AM ET This MeetUp will be a place where Black accountants and bookkeepers can congregate to feel connected to the accounting community. Not only will the color of your skin be celebrated, but the discussion of numbers is welcomed! Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit. × Presentation Speakers * Cindy Schroeder Founder, Bookkeeping Buds PRE-EVENT MEETUP: BOOKKEEPING BUDS WITH CINDY NOVEMBER 3, 10:00 AM – 10:30 AM ET Are you looking to meet other bookkeepers that know your language? Do you wish you didn’t have to run your business on your own? Are you looking to get started running a bookkeeping business? Join this MeetUp to connect with some amazing bookkeepers, get the answers to your questions, and discuss best practices for running a firm. Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit. × Presentation Speakers * Gina Madson Senior Marketing Manager, Global Demand Center, Partner Programs, Intuit PRE-EVENT MEETUP: QUICKBOOKS SOLUTION PROVIDERS NOVEMBER 3, 10:00 AM – 10:30 AM ET Join Gina Madson to discuss best practices in the channel marketing space. Hear from your peers, share some of your recent wins, and get to know your fellow Intuit channel partners as we informally connect and collaborate. Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit. × Presentation Speakers * Robina Bennion Founder, Robina Bennion LLC * Mariette Martinez Educator, MasterYourBooks PRE-EVENT MEETUP: WOMEN ENTREPRENEURS SHARE WHAT’S NEXT NOVEMBER 3, 10:00 AM – 10:30 AM ET As female entrepreneurs, "what's next” may look different for each of us, but we are all on this entrepreneurial journey together. Is "next" a next business, next client, next collaboration, next challenge you are solving? Or perhaps, "next" is a fresh perspective on how you are currently doing things. Let's have an open discussion on what "next" feels like and looks like for you. Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit. × Presentation Speakers * Alex Chriss EVP and GM, Intuit QuickBooks OPENING REMARKS NOVEMBER 3, 11:00 AM – 11:15 AM ET Join Alex Chriss, EVP and GM, Intuit QuickBooks as he welcomes you to the virtual event and previews the company’s latest innovations. This session is not eligible for CPE credit. × Speakers * Alex Chriss EVP and GM, Intuit QuickBooks WELCOME KEYNOTE NOVEMBER 3, 11:00 AM – 11:35 AM ET Organize your finances Organize your finances Join Intuit QuickBooks executive leadership as they welcome you to the virtual event, showcase how QuickBooks can support your business priorities, and preview the company’s latest innovations. This session is not eligible for CPE credit. × WELCOME KEYNOTE NOVEMBER 3, 11:00 AM – 11:35 AM ET Organize your finances Organize your finances Join our Intuit QuickBooks leaders to hear more about our latest offerings, and see how we’re making QuickBooks the single source of truth for your business. This session is not eligible for CPE credit. × Speakers * Cassie Divine SVP, QuickBooks Online Platform, Intuit QuickBooks TAKE CARE OF BUSINESS ANYWHERE NOVEMBER 3, 11:10 AM – 11:14 AM ET Organize your finances Organize your finances Business happens everywhere. Whether you’re out the road or standing in line for coffee, QuickBooks puts powerful business tools in the palm of your hand. This session is not eligible for CPE credits. × Speakers * Rania Succar SVP, QuickBooks Money Platform, Intuit QuickBooks THE CASH FLOW ADVANTAGE NOVEMBER 3, 11:14 AM – 11:18 AM ET Manage cash flow Manage cash flow Discover how seamless cash flow management starts with a single place to get paid, pay others, access capital, and manage money. This session is not eligible for CPE credits. × QUICKBOOKS INNOVATION SPOTLIGHTS NOVEMBER 3, 11:15 AM – 11:35 AM ET Organize your finances Organize your finances Join our Intuit QuickBooks leaders to hear more about our latest offerings, and see how we’re making QuickBooks the single source of truth for your business. This session is not eligible for CPE credit. × Speakers * Cassie Divine SVP, QuickBooks Online Platform, Intuit QuickBooks GET MORE CUSTOMERS WITH MAILCHIMP AND QUICKBOOKS NOVEMBER 3, 11:18 AM – 11:22 AM ET Grow your business Grow your business See how the powerful integration of QuickBooks and Mailchimp helps grow your business and keeps customers coming back for more. This session is not eligible for CPE credits. × Speakers * Laurent Sellier VP, QuickBooks Online Payroll and Time Tracking, Intuit QuickBooks MANAGING A MODERN WORKFORCE NOVEMBER 3, 11:22 AM – 11:26 AM ET Take care of your team Take care of your team The modern workforce is hybrid. QuickBooks offers big company benefits for small businesses to empower employees no matter where, or how, they work. This session is not eligible for CPE credits. × Speakers * Kelly Vincent VP, Mid-Market Segment Leader, Intuit QuickBooks OPERATE YOUR BUSINESS AT SCALE NOVEMBER 3, 11:26 AM – 11:30 AM ET Organize your finances Organize your finances QuickBooks Online Advanced helps growing businesses power productivity with custom tools, connected workflow automation, and customized business insights. This session is not eligible for CPE credits. × Presentation Speakers * Kristen Bell Actress, philanthropist, and producer * Jay Shetty Best-selling author and purpose coach MAIN STAGE KEYNOTE: KRISTEN BELL AND JAY SHETTY NOVEMBER 3, 11:35 AM – 12:00 PM ET Organize your finances Organize your finances Join Kristen Bell and Jay Shetty for a can't-miss conversation about the entrepreneurial mindset, finding joy, and making a positive impact through business. This session is not eligible for CPE credit. × Speakers * Kelly Gonsalves Founder, Totally Booked * Kristen Nies Ciraldo Founder, The Friday Guide BE S.M.A.R.T. AND INTENTIONAL ABOUT GROWTH: TURNING GOALS INTO ACTION NOVEMBER 3, 12:00 PM – 12:55 PM ET Grow your business Grow your business Learn how to use your unique knowledge of your business to create S.M.A.R.T. goals for your future. Join this session to reconnect with your status as a business owner, recognize the fundamentals of S.M.A.R.T. goals, and discover why goals matter for every business. Using real world examples, we will cover strategies to implement immediately. This session is eligible for 1 credit of CPE. × Speakers * Nate Flake VP, Operations, Fishbowl * Clayton Goodhue Senior Manager, Emerging Business, Avalara * Vanessa Vasquez Business Strategist and Consultant, Vanessa Vasquez Consulting BUSINESS AUTOMATION: EFFICIENCIES OF THE FUTURE NOVEMBER 3, 12:00 PM – 12:55 PM ET Grow your business Grow your business Dive deep into tech and trends in the world of automation. In this panel with QuickBooks partners, Avalara and Fishbowl, explore what their customers are craving and solutions that are making businesses more productive and efficient. This session is eligible for 1 credit of CPE. × Presentation Speakers * Erin Walsh Dyer Founder and financial educator, The Bookkeeper's Friend QUICKBOOKS ONLINE: THE BASICS OF GETTING ORGANIZED NOVEMBER 3, 12:00 PM – 12:55 PM ET Organize your finances Organize your finances In this session, Erin will walk you through how to get started using QuickBooks Online. You'll learn how to set it up, use QuickBooks Payments and QuickBooks Payroll, manage workflows, and collaborate with other users. This session is not eligible for CPE credit. × Presentation Speakers * Matthew Fulton Founder, Parkway Business Solutions QUICKBOOKS ONLINE: THE SOLUTION THAT GROWS WITH YOUR BUSINESS NOVEMBER 3, 12:00 PM – 12:55 PM ET Organize your finances Organize your finances Whether you are part of the growing gig economy or the owner of an established business, the QuickBooks Online suite of products offer an expandable solution to match your accounting needs. Join Matthew Fulton as he shares the benefits of each level of QuickBooks Online, how to simplify payroll through QuickBooks Time and QuickBooks Payroll, ways to track project profitability with QuickBooks Online Plus, and more. This session is eligible for 1 credit of CPE. × Round table Speakers * Alison Ball Director of Marketing and Influencer Strategy, Liscio * Angela Main Roberts Founder and CEO, Main Accounting Services * Richard Roppa-Roberts Founder, Roundtable Labs and Quasar Cowboy ROUNDTABLE: FOSTERING CAMARADERIE AND MANAGING REMOTE TEAMS NOVEMBER 3, 12:00 PM – 12:55 PM ET Take care of your team Take care of your team New this year, join Roundtable Labs for interactive, small group discussions aimed to unlock the power of your community. Has your business embraced a more virtual way of working? Join this roundtable for a collaborative discussion on the trials and triumphs in managing remote teams. Come ready to share your successes and willing to talk through your roadblocks. Participation is limited and first-come, first-serve. Roundtables are not eligible for CPE credit. × Presentation Speakers * Liz Scott CEO, Accounting Lifeline MAKE SMARTER DECISIONS WITH QUICKBOOKS ONLINE CASH FLOW TOOLS NOVEMBER 3, 1:00 PM – 1:55 PM ET Manage cash flow Manage cash flow Understanding cash flow allows you to plan ahead and prepare for the unknown. Uncover the secrets of making beneficial business decisions while leveraging QuickBooks cash flow tools. You’ll learn the principles and foundation of cash flow, how today’s economy affects cash flow, and how to leverage cash flow in your business decisions. This session is eligible for 1 CPE credit. × Speakers * Cat Anderson Content designer, NEXT Insurance * Clayton Goodhue Senior Manager, Emerging Business, Avalara * Sam Mayer Senior Marketing Manager, DocuSign * Brandon Whitecar Director of Customer Success, Fishbowl PARTNER DEMOS: AVALARA, DOCUSIGN, FISHBOWL, NEXT | AP INTEGO NOVEMBER 3, 1:00 PM – 1:55 PM ET Grow your business Grow your business Discover the latest solutions by QuickBooks partners, Avalara, DocuSign, Fishbowl, and NEXT | AP Intego, in these quick-hit demos. Partners will also be answering questions live in the chat. 1:00 pm ET: Avalara is a leading provider of cloud-based tax compliance automation solutions. 1:15 pm ET: DocuSign helps organizations connect and automate agreements on any device, anywhere, anytime. 1:30 pm ET: Fishbowl is the top manufacturing and warehouse inventory management software for QuickBooks users. 1:40 pm ET: NEXT | AP Intego is a fast-growing digital “insurtech” insurance agency for small businesses. This session is not eligible for CPE credit. × Speakers * Gina Avila Senior Partner Manager, Intuit * Julia Borquez Partner Development Manager, Intuit * Jamie Delveccio Senior Partner Manager, Intuit * Stev Rubio Senior Partner Development Manager, Intuit QUICKBOOKS SOLUTION PROVIDER PROGRAM: PATHS TO PROSPERITY NOVEMBER 3, 1:00 PM – 1:55 PM ET Grow your business Grow your business Intuit has invested in nurturing its partner network for the last 25 years. With a proven track record in the small business mid-market segment, Intuit enables partners to build and grow with QuickBooks. Listen as a panel of Intuit’s Partner Development Managers discusses the QuickBooks Solution Provider program, opportunities for partners to grow a profitable practice in financial management services, and investments Intuit has made to ensure partner success. This session is not eligible for CPE credit. × Presentation Speakers * Hector Garcia CPA, Garcia & Company PA REPORTING AND INSIGHTS IN QUICKBOOKS FOR BUSINESS OWNERS NOVEMBER 3, 1:00 PM – 1:55 PM ET Organize your finances Organize your finances Small businesses need insight into their financials at all times. Join Hector Garcia, CPA to learn how to create, customize and save basic financial reports. During this session, you’ll also explore how to use tags for better reporting capabilities, create management reports, and export those reports into Excel. This session is eligible for 1 CPE credit. × Round table Speakers * Jill Chun Operations Manager, Accrew * Ingrid Edstrom Chief Empowerment Officer, Priestess of Profits * Kelly Gonsalves Founder, Totally Booked * Taylor Lungren Director of Marketing and Influencer Strategy, Accounting Therapy, Inc. * Angela Main Roberts Founder and CEO, Main Accounting Services * Kristen Nies Ciraldo Founder, The Friday Guide * Ufuoma Ogaga Founder and CEO, Goshen Bookkeeping & Consulting * Richard Roppa-Roberts Founder, Roundtable Labs and Quasar Cowboy * Tonya Schulte Founder, The Profit Constructors * Megan Tarnow Founder and Principal, The Mobius Group ROUNDTABLE: BACK OFFICE AND BUDGETING NOVEMBER 3, 1:00 PM – 1:55 PM ET Grow your business Grow your business New this year, join Roundtable Labs for interactive, small group discussions aimed to unlock the power of your community. The last 18 months taught us that the most budget-wise and workflow-flexible businesses tend to survive. Collaborate on solutions in a group that best speaks to your business. We'll have experts in construction, travel and recreation, professional and creative services, restaurants and bars, legal, and nonprofits. Participation is limited and first-come, first-serve. Roundtables are not eligible for CPE credit. × Presentation Speakers * Alicia Katz Pollock Founder, Royalwise Solutions, Inc. GET PAID FASTER USING QUICKBOOKS PAYMENTS NOVEMBER 3, 2:00 PM – 2:55 PM ET Manage cash flow Manage cash flow QuickBooks Online’s built-in merchant service is like magic money. QuickBooks Payments will close the transactions, batch undeposited funds, and match the banking feed with no work from you. In this session, learn how to sign up for QuickBooks Payments, swipe cards using bluetooth readers, and automate monthly customer payments. This session is not eligible for CPE credit. × Speakers * Jonathon Fishman Founder and CEO, LeanLaw * Kieran Lotze North American account executive, Syft Analytics * Sabrina Parsons CEO, Palo Alto Software PARTNER DEMOS: LEANLAW, LIVEPLAN, SYFT ANALYTICS NOVEMBER 3, 2:00 PM – 2:55 PM ET Organize your finances Organize your finances Discover the latest solutions by QuickBooks partners, LeanLaw, LivePlan, and Syft Analytics, in these quick-hit demos. Partners will also be answering questions live in the chat. 2:00 pm ET: LeanLaw provides legal billing software for small to mid-sized law firms. 2:12 pm ET: LivePlan simplifies planning, budgeting, forecasting, and performance tracking for small businesses. 2:25 pm ET: Syft Analytics helps businesses make better decisions using their financial data. This session is not eligible for CPE credit. × Round table Speakers * Anna Ready Founder, Accrew * Martha Yasso Principal, Yasso Bookkeeping Solutions ROUNDTABLE: BALANCE SHEETS, CASH FLOW, AND P&LS NOVEMBER 3, 2:00 PM – 2:55 PM ET Manage cash flow Manage cash flow New this year, join Roundtable Labs for interactive, small group discussions aimed to unlock the power of your community. As a business owner, you know you should look at your financial reports, but what are they actually telling you? This question-and-answer roundtable will explore what your reporting can tell you, and how to get more of what you need from your business' QuickBooks data. Participation is limited and first-come, first-serve. Roundtables are not eligible for CPE credit. × Presentation Speakers * Brittany Malidore Co-founder and partner, Ledgerly Consulting USING QUICKBOOKS ONLINE PAYROLL TO SUPPORT YOUR GROWING BUSINESS NOVEMBER 3, 2:00 PM – 2:55 PM ET Take care of your team Take care of your team As small businesses grow, their need to standardize, optimize, and structure their payroll solution to better fit their needs becomes critical. In this session, learn how QuickBooks Online Payroll gives business owners more control and flexibility, and how a dependable payroll software helps manage your employee’s day-to-day needs, provides payroll compliance and reporting, and supports HR. This session is eligible for 1 credit of CPE. × CONNECTFEST: THE SUFFERS NOVEMBER 3, 3:00 PM – 3:30 PM ET Close out the day with The Suffers — an eight-piece band from Houston, Texas that exploded onto the music scene in 2015. Expect a heaping dose of soul, a dash of reggae, a splash of jazz, a pinch of salsa, a hint of rock 'n' roll, and a dollop of hip hop and funk. ConnectFest is not eligible for CPE credit. × Speakers * Colin Cloud Cyber mentalist * Jamee Dunn Senior Strategic Alliance Manager,, Avalara COLIN CLOUD: THE CYBER MENTALIST | BROUGHT TO YOU BY AVALARA NOVEMBER 3, 3:30 PM – 4:00 PM ET Colin Cloud’s award-winning act will leave you inspired, astounded, and mesmerized. During this live show, he’ll interact with audience participants to reveal their most personal desires, deduce little known personal facts, predict behaviors and more — all real, all virtual. Due to the interactiveness of this show, participation is limited and first-come, first-serve. This session is brought to you by Avalara. To learn more, please visit the partner page. This session is not eligible for CPE credit. × Speakers * Jesse Gonzalez Business Development Manager, Progeny Coffee * Trinity Mouzon Wofford Co-founder and CEO, Golde * Maria Palacio CEO, Progeny Coffee * John Trabelsi Co-founder, Progeny Coffee PRE-EVENT POWER PAIRINGS: ENERGIZE YOUR MORNING ROUTINE NOVEMBER 4, 10:00 AM – 10:15 AM ET What pairs better than matcha and coffee? Energize your morning with a power pairing of two small businesses. Join Golde for a matcha demonstration, followed by a coffee tutorial with Progeny Coffee. MATCHA5: Use this code on Golde’s website for $5 off from November 4 – 12 powerprosperity20: Use this code on Progeny Coffee’s website for 20% off one-time purchases This session is not eligible for CPE credit. × Speakers * Lisa Goldman Certified Zentangle Teacher * Kelly Maher Owner, Kelly Maher Acupuncture and Wellness PRE-EVENT POWER PAIRINGS: TAKE A MOMENT FOR YOURSELF NOVEMBER 4, 10:00 AM – 10:15 AM ET Take a moment for yourself, and power up with a power pairing of doodling and mindfulness. Join Lisa Goldman, as she walks you through a basic Zentangle pattern, followed by a breathing and focus exercise led by Kelly Maher. Come prepared with a black pen, pencil, and blank sheet of paper for the best doodling experience. This session is not eligible for CPE credit. × Presentation Speakers * Heather Satterley, CPA, MSI Owner, Satterley Training & Consulting * Liz Scott CEO, Accounting Lifeline PRE-EVENT MEETUP: ‘APPY HOUR WITH LIZ AND HEATHER NOVEMBER 4, 10:00 AM – 10:30 AM ET Join 'Appy Hour hosts Liz Scott and Heather Satterley for a morning mimosa MeetUp to chat about apps, new gadgets, and the future of technology as it relates to accounting. Learn about the 'Appy Hour with Liz and Heather, a bi-monthly webinar series, and how you can join their fun and informative community. Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit. × Presentation Speakers * Hector Garcia CPA, Garcia & Company PA PRE-EVENT MEETUP: CONNECT WITH HECTOR GARCIA NOVEMBER 4, 10:00 AM – 10:30 AM ET Hector is a QuickBooks Online and QuickBooksEnterprise expert, accountant, and business advisor. In this MeetUp, ask Hector any accounting, QuickBooks, tax, or small business related questions — he will answer as candidly as possible. Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit. × Presentation Speakers * Brad Celmaninis President, Brad Celmainis Accounting Solutions * Andrew Wall Managing Partner, CPA4IT Professional Corporation PRE-EVENT MEETUP: FRIDAY NIGHT LIVE CREW NOVEMBER 4, 10:00 AM – 10:30 AM ET Join accounting entrepreneurs Andrew Wall and Brad Celmainis to discuss running your firm, new business concepts, innovation, and everything in between. Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit. × Presentation Speakers * Dan DeLong Owner, Danwidth * Michelle Long CPA, Long for Success, LLC PRE-EVENT MEETUP: POWER HOUR WITH MICHELLE AND DAN NOVEMBER 4, 10:00 AM – 10:30 AM ET Join Michelle Long and Dan DeLong, and get to know the QB Power Hour community. You'll discuss the industry, QuickBooks, apps that integrate with QuickBooks, and more. Participation is limited and first-come, first-serve. MeetUps are not eligible for CPE credit. × Presentation Speakers * Ted Callahan Director, Accountant Segment Leader, Intuit QuickBooks * Ariege Misherghi VP, Expert Segment Leader, Intuit QuickBooks ACCOUNTANT KEYNOTE NOVEMBER 4, 11:00 AM – 11:25 AM ET Organize your finances Organize your finances Hear from Intuit QuickBooks Vice President and Expert Segment Leader, Ariege Misherghi and Director and Accountant Segment Leader, Ted Callahan about the ways QuickBooks is helping accounting professionals grow their practice and scale their impact. This session is not eligible for CPE credit. × Presentation Speakers * Jay Shetty Best-selling author and purpose coach MAIN STAGE KEYNOTE NOVEMBER 4, 11:25 AM – 11:55 AM ET Organize your finances Organize your finances Best-selling author Jay Shetty delivers a Main Stage keynote designed to inspire and uplift. This session is not eligible for CPE credit. × Presentation Speakers * Hector Garcia CPA, Garcia & Company PA ADVANCED REPORTS IN QUICKBOOKS FOR ACCOUNTING PROFESSIONALS NOVEMBER 4, 12:00 PM – 12:55 PM ET Organize your finances Organize your finances Join Hector Garcia, CPA for a deep dive into building a customized reports menu. By the end of the session, you’ll be able to better understand custom fields and filtering tricks, and create a custom summary report. This session is eligible for 1 CPE credit. × Presentation Speakers * Jason Blumer CEO, Thriveal CPA Network HIRING AND ONBOARDING A NEW TEAM INTO AN ADVISORY FIRM NOVEMBER 4, 12:00 PM – 12:55 PM ET Strategic planning Strategic planning When your firm is a consulting or advisory firm, it’s necessary for your team to operate in high-value ways. Join Jason to discuss onboarding a new team in this environment. Leave with a better understanding of the importance of training, how to onboard a high-performing team, and why clarity is key when hiring consultancy team members. This session is eligible for 1 credit of CPE. × Presentation Speakers * Nayo Carter-Gray Founder and CEO, 1st Step Accounting, LLC QUICKBOOKS ONLINE TIPS AND TRICKS NOVEMBER 4, 12:00 PM – 12:55 PM ET Organize your finances Organize your finances In this session for intermediate to expert QuickBooks users, learn tips and tricks to use QuickBooks Online more effectively and efficiently. It will cover best practices for the day-to-day use of Quickbooks, features in QuickBooks Online that users may not be taking full advantage of, and different ways to correct mistakes. This session is eligible for 1 credit of CPE. × Round table Speakers * Kelly Gonsalves Founder, Totally Booked * Kristen Nies Ciraldo Founder, The Friday Guide * Richard Roppa-Roberts Founder, Roundtable Labs and Quasar Cowboy ROUNDTABLE: REVIVING AND REINVENTING MENTORSHIP IN THE ACCOUNTING SPACE NOVEMBER 4, 12:00 PM – 12:55 PM ET Take care of your team Take care of your team New this year, join Roundtable Labs for interactive, small group discussions aimed to unlock the power of your community. Is mentorship still a thing? Can we harness it to encourage more diversity? Does it need a refresh? In this roundtable, discuss how to ensure that the newest among us have access to an enduring sense of support through mentorship. Participation is limited and first-come, first-serve. Roundtables are not eligible for CPE credit. × Panel Speakers * Beth Melcher Owner and founder, MoneyFit * Jacob Schroeder CEO, Ascend Consulting * Amy Walker CPA and founder, Walker Agency SHARE THE WEALTH: TURN BOOKKEEPING TASKS INTO ADVISORY TOPICS NOVEMBER 4, 12:00 PM – 12:55 PM ET Advisory Advisory Wondering how to increase your value? Start by turning basic bookkeeping tasks into advisory topics. Join this panel to better understand balance sheets to growth funding, financing options, bill pay to cash flow planning, and profit and loss to growth acceleration. This session is eligible for 1 credit of CPE. × Speakers * Monte Barnard Podcast host, Expensify * Jennie Moore Head of Accounting, Practice Ignition * Pete Potsos Strategic Account Manager, Bill.com * Laura Redmond CEO, Redmond Accounting Inc SIMPLE STEPS TO CREATING A STRONG BUSINESS NOVEMBER 4, 12:00 PM – 12:55 PM ET Strategic planning Strategic planning Are you a firm owner searching for simple business strategies to grow stronger? Join QuickBooks partners Bill.com, Expensify, and Practice Ignition for a panel discussion that explores ways to help your company thrive. This session is eligible for 1 credit of CPE. × Speakers * Esther Friedberg Karp President, EFK CompuBooks Inc. ADVANCED ACCOUNTING WITH QUICKBOOKS ONLINE: NAVIGATING SPECIAL CASES NOVEMBER 4, 1:00 PM – 1:55 PM ET Organize your finances Organize your finances Discover how Esther Friedberg Karp harnesses the power and flexibility of QuickBooks Online to service clients with unusual and specific advanced accounting needs. In this session, learn how to record special cases like inventory valuation adjustments, barter transactions, and fully landed costs in QuickBooks Online. This session is eligible for 1 credit of CPE. × Speakers * Jamal Miller Director of Product Marketing, Mailchimp GROW YOUR FIRM WITH MAILCHIMP NOVEMBER 4, 1:00 PM – 1:55 PM ET Grow your business Grow your business Whether your goals are finding new customers or engaging the one you’ve got, having the right tools for the job is vital. In this session, you’ll learn about how Mailchimp's marketing and commerce tools can help you grow your accounting practice through audience management, engaging content creation, marketing automation, and robust insights. × Round table Speakers * Kristen Nies Ciraldo Founder, The Friday Guide * Susan Pruskin President, Susan Pruskin Consulting ROUNDTABLE: CONNECTING PRICE AND THE IDEAL CUSTOMER NOVEMBER 4, 1:00 PM – 1:55 PM ET Organize your finances Organize your finances New this year, join Roundtable Labs for interactive, small group discussions aimed to unlock the power of your community. There are a lot of theories about how to price your clients well — both for you and them. Join this roundtable and look behind the theories and into the heart of pricing, and discuss what successfully motivates price and what doesn't. Participation is limited and first-come, first-serve. Roundtables are not eligible for CPE credit. × Speakers * Paul Lodder Domain Product Expert, Dext * Sabrina Parsons CEO, Palo Alto Software * Liz Scott CEO, Accounting Lifeline THE NEW NORMAL: GETTING YOUR FINANCES BACK ON TRACK NOVEMBER 4, 1:00 PM – 1:55 PM ET Strategic planning Strategic planning After nearly two years in a global pandemic, what is the new normal of finances for consumers and companies? In this panel, QuickBooks partners Dext and LivePlan explore the future of financial forecasting, budgeting, reporting analytics, customer insights and more — where we are, where we might be headed, and what tools it will take to successfully get there. This session is eligible for 1 credit of CPE. × Presentation Speakers * Heather Satterley, CPA, MSI Owner, Satterley Training & Consulting USING TECHNOLOGY TO DOCUMENT AND MANAGE YOUR WORKFLOW NOVEMBER 4, 1:00 PM – 1:55 PM ET Strategic planning Strategic planning Learn best practices when documenting your firm and client processes from Heather, a process automation expert. In this session, you’ll leverage technology to document step-by-step instructions; create a documentation outline and action plan; and define metrics to measure the effectiveness of your firm’s training programs and documentation. Also, discover apps that make process documentation and project management a cinch. This session is eligible for 1 credit of CPE. × Workshop Speakers * Mariette Martinez Educator, MasterYourBooks WORKSHOP: THE CLIENT DISCOVERY JOURNEY FROM CONSULT TO CONTRACT NOVEMBER 4, 1:00 PM – 1:55 PM ET Advisory Advisory Learn the fundamental steps of building a simple sales process from new client discovery to closing the contract. Join this workshop to explore the human-centered selling techniques that are grounded in relationship building and active listening, and take immediate action on a simple sales process plan. To prepare for the workshop, please download the provided workbook in advance. This session is eligible for 1 CPE credit. × Presentation Speakers * Michael Ly CEO, Reconciled ATTRACTING NEW CUSTOMERS THROUGH NEW SERVICES NOVEMBER 4, 2:00 PM – 2:55 PM ET Advisory Advisory Every accounting practice hopes to attract new customers by offering the same set of services. In this session, you will learn about new types of services that your firm can offer to a new set of customers to differentiate yourself in the crowded sea of accounting firms. You’ll explore the what and how of these types of services, and how to implement them at your firm. This session is eligible for 1 credit of CPE. × Speakers * John Mitchell Chief Brand Officer, Rootworks * Darren Root Creative Director, Rootworks CURATING YOUR BUSINESS: MAKE YOUR COMPANY A WORK OF ART NOVEMBER 4, 2:00 PM – 2:55 PM ET Strategic planning Strategic planning Join Darren Root and John Mitchell as they discuss the shifts experienced by small business over the past 24 months, and the leadership posture that is required to thrive in the next phase of small business in America. This session will cover simple firm products to reduce the friction in your staff process and customer experiences, how to intentionally curate the customers you serve, and how a clearly identified tech stack and internal process drives efficiency. This session is eligible for 1 credit of CPE. × Speakers * Stephen Brown COO, LedgerGurus * Brian Clare Partner, Blueprint Accounting, Inc. * Monique Swansen Founder and CEO, Automated Accounting Services and Accounting for Green DEEP DIVE APP REVIEW NOVEMBER 4, 2:00 PM – 2:55 PM ET Strategic planning Strategic planning Take a closer look into the trending QuickBooks partner apps reviewed by accounting automation expert, Monique Swansen, Stephen Brown, and Brian Clare. Featured apps include: Avalara, Bill.com, Dext, DocuSign, Expensify, Fathom, Fishbowl, NEXT | AP Intego, Practice Ignition, Relay, Syft Analytics This session is not eligible for CPE credit. Please note: Reviewed apps are paid partnerships. × Speakers * Ryan Embree Head of Partnerships (AMER), Practice Ignition * Josh Lance Head of Accounting, Practice Ignition * Megan Morelli Senior new partner consultant, Dext * Brandon Roth Senior manager, Technical Marketing, Bill.com PARTNER DEMOS: BILL.COM, DEXT, PRACTICE IGNITION NOVEMBER 4, 2:00 PM – 2:55 PM ET Grow your business Grow your business Discover the latest solutions by QuickBooks partners, Bill.com, Dext, Practice Ignition, in these quick-hit demos. Partners will also be answering questions live in the chat. 2:00 pm ET: Bill.com simplifies, digitizes and automates back-office financial processes. 2:15 pm ET: Dext automatically fetches, categorizes and publishes client data for accounting professionals. 2:30 pm ET: Practice Ignition combines proposals, contracts, and client payment details into one smart document. This session is not eligible for CPE credit. × Round table Speakers * Matthew Fulton Founder, Parkway Business Solutions * Alexis Sadler Chief Inspiration Officer, Accounting Therapy, Inc. ROUNDTABLE: QUICKBOOKS OPTIMIZATIONS NOVEMBER 4, 2:00 PM – 2:55 PM ET Organize your finances Organize your finances Everyone has one — that little thing you do to a QuickBooks file that not only makes things easier, but also lets you know it's really yours. What's the trick or optimization you simply can't live without? Join Matthew Fulton and Alexis Sadler as they host a Roundtable dedicated to digging deep on tips and tweaks. Come ready to take notes, and to share your own! Participation is limited and first-come, first-serve. Roundtables are not eligible for CPE credit. × Presentation Speakers * Joe Woodard CEO, Woodard Events, LLC THE STRONG-MINDED CLIENT: ENCOURAGING CLIENTS TO LISTEN AND CHANGE NOVEMBER 4, 2:00 PM – 2:55 PM ET Strategic planning Strategic planning You deserve a practice filled with clients who respect your processes, honor your deadlines, pay a fair price for your services, and heed your advice. This session focuses on proven methods for you to build healthy and influential client relationships. Attend this session to discover proven techniques to overcome your clients' resistance to change, earn, maintain and restore client trust, establish and preserve boundaries with problematic clients, and dive into a four-step process for communicating your value. This session is eligible for 1 credit of CPE. × Workshop Speakers * Heather Satterley, CPA, MSI Owner, Satterley Training & Consulting WORKSHOP: BUILD A WORKFLOW MANAGEMENT SYSTEM FOR YOUR FIRM NOVEMBER 4, 2:00 PM – 2:55 PM ET Strategic planning Strategic planning Documenting your processes is the first step in building a scalable business. In this workshop, you'll use what you learned in Heather’s “Using technology to document and manage your workflow” session to create an SOP (standard operating procedure) for a workflow you currently use in your firm. Then, you’ll analyze your chosen process using a flowchart, leverage apps to create a step-by-step workflow, and make a QuickBooks Online Accountant template to track team progress. To prepare for the workshop, please ensure you have access to Scribe and Lucidchart. Also, download the provided worksheets you'll complete during the session. Participation is limited and first-come, first-serve. This session is not eligible for CPE credit. × Workshop Speakers * Nitin Garg Yogi and climate leader, Intuit WORKSHOP: VISUALIZE AND MANIFEST SUCCESS NOVEMBER 4, 2:00 PM – 2:55 PM ET Strategic planning Strategic planning Results come through action, which follows where we direct our energy, which follows our thoughts. During this guided visualization workshop, you’ll take what you learned at QuickBooks Connect and distill it down into key thoughts that will propel you to be the best “you.” Through a reflective meditation combined with the power of visualization, you will walk away grounded with your own game plan for success. This session is not eligible for CPE. × CONNECTFEST: FREESTYLE LOVE SUPREME ACADEMY NOVEMBER 4, 3:00 PM – 3:30 PM ET Enjoy a high-energy musical performance by FLS Academy to close out QuickBooks Connect! The group was founded by cast members of the hit Broadway show Freestyle Love Supreme, started by Lin-Manuel Miranda and Anthony Veneziale. This act will call for audience participation — use the chat to communicate with the performers for a truly interactive performance. ConnectFest is not eligible for CPE credit. A POWER-PACKED AGENDA QuickBooks Connect 2021 offered two days of customized programming — businesses on one day, accounting pros on the other. Here’s a high-level overview of what the event looked like. NOVEMBER 3, 2021 For businesses • 11 AM – 4 PM ET For small businesses, self-employed and accounting professionals looking to explore the latest tools, tech, and tips for their businesses. * 11 AM Inspirational keynotes from both Intuit leaders and guests * 12 PM Interactive breakouts, high-impact workshops, game-changing product demos, and more * 3 PM ConnectFest celebration NOVEMBER 4, 2021 For accounting professionals • 11 AM – 4 PM ET For accounting professionals to sharpen advisory strategies and other accounting-specific skills. * 11 AM Accounting keynote by Intuit leadership * 12 PM CPE-eligible breakouts, advanced learning, expert meetups, and more * 3 PM ConnectFest celebration Explore sessions on-demand OUR PARTNERS We only work with the best. Find solutions to your business challenges from this list of cutting-edge apps, services, and products. Click on each logo to learn more about our partners. × AVALARA A leading provider of cloud-based tax compliance automation solutions. Visit partner * * * * × BILL.COM A leading provider of cloud-based software that automates, connects and streamlines back-office financial processes for small and mid-sized businesses. Visit partner * * * * × DEXT The go-to, multi-product platform for accountants and bookkeepers to automatically fetch, categorize, and publish client data. Visit partner * * * * × DOCUSIGN Helps organizations connect and automate how they prepare, sign, act on, and manage agreements on practically any device, from almost anywhere, at any time. Visit partner * * × EXPENSIFY From receipt scanning to reimbursement, the Expensify Card and our QBO integration, Expensify, automates every step of the expense management process. Visit partner * * * * × FATHOM Helps thousands of advisors and business owners around the world gain the valuable insights they need to make better business decisions. Visit partner * * * × FISHBOWL The top manufacturing and warehouse inventory management software for QuickBooks users. Visit partner * * * * × LEANLAW Legal billing software for small to mid-sized law firms that includes timekeeping, billing and reporting. Visit partner * * * × LIVEPLAN Simplifies planning, budgeting, forecasting, and performance tracking for the small business community. Visit partner * * * × NEXT | AP INTEGO NEXT is transforming business insurance with simple, digital, and affordable coverage that is tailored to small business and the self-employed. Visit partner * * * * × PRACTICE IGNITION Used by accounting and bookkeeping firms of all sizes to send online proposals, get paid automatically, and manage client engagements in one place.Combines proposal, contract, and client payment details into one smart document that you can read, sign, and pay in one place. Visit partner * * * × RELAY A digital banking platform that makes accounting seamless. Visit partner * * * × SYFT ANALYTICS Helps businesses make better decisions using their financial data. Visit partner * * * Frequently asked questions WHAT IS QUICKBOOKS CONNECT? QUICKBOOKS CONNECT IS A GLOBAL EVENT SERIES THAT BRINGS TOGETHER ACCOUNTING PROFESSIONALS, SMALL BUSINESSES, AND SELF-EMPLOYED INDIVIDUALS, AND THE ECOSYSTEM THAT SURROUNDS THEM. WE ALSO OFFER ONLINE CONTENT YEAR-ROUND, AIMING TO INSPIRE, EDUCATE, AND CONNECT OUR COMMUNITY. IN LIGHT OF THE COVID-19 PANDEMIC, WE ARE CURRENTLY VIRTUAL ONLY UNTIL FURTHER NOTICE. DO I HAVE TO PAY FOR QUICKBOOKS CONNECT? CURRENTLY WE’RE PROVIDING ALL ONLINE CONTENT, INCLUDING VIRTUAL EVENTS, FREE OF CHARGE. WILL I RECEIVE CPE CREDITS? THAT DEPENDS ON WHICH CONTENT YOU WATCH. PLEASE REFER TO THIS DOCUMENT FOR MORE INFORMATION. DURING A LIVE QUICKBOOKS CONNECT VIRTUAL EVENT, SELECT SESSIONS ARE ELIGIBLE FOR CPE CREDITS, AS IDENTIFIED IN THE EVENT AGENDA. FOR SESSIONS VIEWED ON-DEMAND OR THROUGHOUT THE YEAR, WE DO NOT OFFER CPES CREDITS. A CERTIFICATE WILL BE EMAILED TO PARTICIPANTS WITHIN THREE WEEKS POST-EVENT. FOR FURTHER QUESTIONS, REACH OUT TO SUPPORT@QBCONNECTEVENTS.COM. HOW DO I RECEIVE CPE CREDITS? REVIEW SESSION DESCRIPTIONS TO SEE WHICH SESSIONS ARE ELIGIBLE AND MAKE SURE TO RESPOND TO THE POLLING QUESTIONS THAT APPEAR THROUGHOUT THE SESSION. MINIMIZE YOUR SCREEN WHEN YOU HEAR THE CPE PING TO ACCESS THE POLL. IF YOU ARE UNABLE TO RESPOND TO POLLS DUE TO TECHNICAL DIFFICULTIES, PLEASE SUBMIT A REQUEST HERE. IF YOU MEET ELIGIBILITY REQUIREMENTS, YOU WILL RECEIVE NOTIFICATION THAT YOUR CPE CERTIFICATE IS AVAILABLE WITHIN THREE WEEKS OF THE EVENT. CPE ISSUANCE IS IN COORDINATION WITH CPAACADEMY.ORG. CERTIFICATES WILL BE MADE AVAILABLE WITHIN THREE WEEKS OF THE EVENT. YOU WILL RECEIVE AN EMAIL NOTIFICATION FROM CPAACADEMY.ORG WHEN YOUR CERTIFICATE IS AVAILABLE. I HAVE MORE QUESTIONS ABOUT QUICKBOOKS CONNECT. WHO CAN I CONTACT? FEEL FREE TO DROP US A NOTE AT SUPPORT@QBCONNECTEVENTS.COM. WE’LL RESPOND AS QUICKLY AS POSSIBLE. IS THERE A CODE OF CONDUCT FOR QUICKBOOKS CONNECT? INTUIT’S OPERATING VALUES, POLICIES, AND THIS CODE APPLY ANYTIME AND ANYWHERE INTUIT IS CONDUCTING BUSINESS, INCLUDING VIRTUAL EVENTS. LEARN MORE ABOUT INTUIT’S CODE OF CONDUCT & ETHICS AND OUR GENERAL TERMS & CONDITIONS. Terms & Conditions By registering for the QuickBooks Connect event and participating in event activities, such as polls, trivia and/or networking (collectively the “Event”), I hereby agree to release and hold harmless Intuit, Inc. (“Event Host”), its employees, vendors, agents, and contractors from any and all alleged and/or actual liability, claims, actions, lawsuits, damages, or losses, of any kind (“Claim”) which arise out of or result from my registration, attendance at, and/or involvement in the Event. I understand that Event Host or its authorized representatives may conduct interviews and may capture photos and/or videos during the Event. 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I understand that I am responsible for my profile content, and acknowledge that any content of individual and/or group chat is not moderated by Intuit. Any misuse and/or inappropriate behavior in Chat may be grounds for account deletion. I agree that Intuit may use my email address to send Event updates, invitations to offers and promotions (e.g., drawings or giveaways), and survey evaluations. Intuit may also use my email address to send marketing-related messages and invitations to future Intuit events. Furthermore, I agree to comply with Intuit policy that attendee information made available to me pre/during/post event will not be used by me for any marketing purposes; and that Intuit may, in its sole discretion: * Reserves the right to deny attendance or registration to any individual or entity for any reason; * Close Event registration earlier than the posted deadline; and * Change the Event program day and time. DO YOU PROVIDE CLOSED CAPTIONING SERVICES? YES, WE PROVIDE CLOSED CAPTIONING FOR ALL EVENT PROGRAMMING AND ONLINE CONTENT. PLEASE CONTACT SUPPORT@QBCONNECTEVENTS.COM IF YOU HAVE QUESTIONS OR REQUIRE ADDITIONAL SERVICES. Return to top STAY CONNECTED. Sign up for QuickBooks Connect email updates and get exclusive inspirational and educational content, delivered just for you. * Email Follow us * Twitter * Facebook * Instagram * YouTube Contact us * QuickBooks Connect * Intuit * Legal * Privacy * Security * About Cookies * Manage cookies * Code of Conduct * * * * * Follow us * Twitter * Facebook * Instagram * YouTube Contact us * QuickBooks Connect * Intuit © 2021 Intuit Inc. All rights reserved. Intuit and QuickBooks are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing and service options subject to change without notice. By accessing and using this page you agree to the Terms and Conditions. * About cookies * Manage cookies * Legal * Privacy * Security * Code of Conduct Terms & Conditions By registering for the QuickBooks Connect event (“event”), I hereby agree to release and hold harmless Intuit, Inc. (“Event Host”), its employees, vendors, agents, and contractors from any and all alleged and/or actual liability, claims, actions, lawsuits, damages, or losses, of any kind (“claim”) which arise out of or result from my attendance at and participation in the event. I understand that Event Host or its authorized representatives may conduct interviews and may capture photos and/or videos during the Event. I hereby grant to the Event Host and its authorized representative the absolute right and permission to use my name, likeness, biographical information, voice, content of any interview, image and/or photograph and any other indicia of persona (“Persona”) or to refrain from doing so, in any manner or media whether existing now or hereinafter developed (including without limitation the World Wide Web and the Internet), worldwide, for trade, advertising and/or promotional purposes. I agree I shall have no rights of review or approval, no Claim to compensation, and no Claim arising out of or resulting from the use, alteration, blurring, distortion or illusionary effect (whether intentional or otherwise) or use in any composite form of my Persona and agree to release and hold Event Host and its authorized representatives harmless for any and all such use(s). Event registration is subject to availability and may close earlier than the posted deadline, as determined in our sole discretion. We may also change the Event program at any time in our sole discretion. Please note: Intuit reserves the right to deny attendance or registration to any individual or entity for any reason, in Intuit’s sole discretion, including a failure to meet Intuit’s Code of Conduct.