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2018 Schedule

All times are Central Time Zone

Thursday, May 10, 2018 (Dates, Times and Sessions Are Tentative)

9:00 AM – 10:00 AM Ten Trends That Are Re-Shaping the Future of Accounting
Speaker: Michelle Long and Sandi Leyva
10:30 AM – 11:50 AM What’s New at Intuit: QBOA, ProAdvisor Program Changes, and More
Speaker: Michelle Long
12:30 PM – 1:30 PM Rescheduled due to technical Issues
1:45 PM – 2:45 PM Can You Advise Your Clients About Revenue Growth? Sandi Says YES!
Speaker: Sandi Leyva
3:15 PM -4:15 PM Should Your Clients Make an Entity Change to Benefit from 2018 Tax Changes?
Speaker: Nellie Akalp
4:30 PM -5:30 PM Why and How Getting Software-Certified Will Take Your Business to the Next Level
Speaker: Michelle Long

 

Friday, May 11, 2018 (Dates, Times and Sessions Are Tentative)

9:00 AM – 10:00 AM Tech Jam: 10 Tech Tips and Tools You Shouldn’t Live Without
Speaker: Michelle Long
10:30 AM – 11:30 AM The Speed Of Cash: Numbers That Clients Need To Know
Speaker: Mike Milan
12:00 PM – 1:00 PM Cybercrime: Protecting Your Business and Advising Your Clients 
Speaker: Sue Engle, Education Director, Allstate Business Insurance
1:25 PM – 2:45 PM Expert Panel on Pricing, Practice Management, and Promotion
Speaker:Renee Daggett, Cathy Iconis, Joshua Lance, Cindy Noelk
3:15 PM -4:15 PM Advanced Best Practices for Cloud-Based File Sharing
Speaker: Bradley Wallace
4:30 PM -5:30 PM Client Onboarding Excellence: Tips, Forms, and Templates
Speaker: Sandi Leyva
5:45 PM -6:45 PM Conference Wrap-up: Prioritizing Your Best Ideas and Getting Implementation-Ready
Speaker: Sandi Leyva

Ten Trends That Are Re-Shaping the Future of Accounting

Speaker: Michelle Long and Sandi Leyva
There has never been a more exciting time to be an accountant than right now! If you have an accounting firm or bookkeeping business, or are thinking of starting one, you’ll want to know how to capitalize on these new trends so you can stay ahead of the curve. We’ll not only list the trends but give you solid action items you can do to move your business forward and make it future-ready. After this session you’ll be able to:

  • List ten trends that are impacting the profession and your business
  • Name one action item you can do in your practice on Monday to prepare it for the future
  • Name three trends that will affect your relationships with your clients
  • List five trends that are being driven by automation


Can You Advise Your Clients About Revenue Growth? Sandi Says YES!

Speaker: Sandi Leyva
Generating enough revenue can be the biggest pain point of many of your small business clients. With your knowledge of numbers, you can help clients understand the metrics behind revenue growth so they can plan and meet their goals. After this session, you’ll be able to:

  • Name at least three revenue-growth metrics you can help clients compute and track
  • Learn three ways to customize QuickBooks to start breaking out this information
  • List a step-by-step approach to show your clients their return on their marketing spend so they can make great decisions in the future for their business

Should Your Clients Make an Entity Change to Benefit from 2018 Tax Changes?

Speaker: Nellie Akalp

Your small business clients rely on you to let them know when they can save money, especially when it comes to tax opportunities. This is true whether you’re offering monthly bookkeeping services or a full range of tax and accounting solutions. One huge opportunity that’s available is the new 20 percent deductibility rule for corporations. Learn who this affects, how this changes your advice on whether a client should incorporate, and how you can generate a whole new revenue stream from this advice. After attending this session, you will be able to:

  • Name at least three major forms of entities that are available to your clients
  • List one easy way to manage legal compliance and generate a new revenue stream on autopilot
  • Describe, in general terms, what the 20 percent deduction is for corporations and who is eligible
  • Identify a resource where you can find out more as clarification is published on this emerging topic

Why and How Getting Software-Certified Will Take Your Business to the Next Level

Speaker: Michelle Long

Of all the people who have influenced us to get certified in QuickBooks, Michelle Long is at the very top of the list.  Her tips have helped thousands of people achieve the Advanced QuickBooks Online and Desktop ProAdvisor certifications.

You’re in for a treat: Michelle will start by telling us why getting certified is so beneficial for your business. Then she’ll cover little-known tips about the process and her best tips on how to make the process fast and easy.  While we’ll spend most of the time on the QuickBooks certifications, we’ll also share other options in the marketplace that will showcase your smarts. 

After attending this session, you’ll be able to:

  •  Name at least 3 benefits of getting certified in QuickBooks software
  • List 2 ways the process of getting certified is easier than you might have thought before
  • List at least 10 other certifications available to pursue in the accounting marketplace
  • Get your questions answered about the recent changes to the Intuit ProAdvisor and certification program

  • Tech Jam: 10 Tech Tips and Tools You Shouldn’t Live Without

    Speaker: Michelle Long

    Need more time? Who doesn’t in our industry! The key to surviving is continuous improvement, and using tech wisely provides the leverage you need to save you and your clients time and money in their businesses. Don’t miss this countdown of Michelle’s hot top 10 tech tips, apps, hacks, and tools. After attending this session, you’ll be able to:

    • Name one app that will save you hundreds of emails per year
    • List one app that will reduce duplicate data entry and integrate systems
    • List seven more tech tips that will save you time and money in your business

    The Speed Of Cash: Numbers That Clients Need To Know

    Speaker: Mike Milan

    Sixty-five percent of businesses blame financial mismanagement for failure. The Small Business Administration says more than half a million businesses close each year – that’s 57 business closures every hour, around the clock. What’s more, companies can be profitable and yet be unable to pay their bills. What if we could be saving 300,000 business every year? Could it really be as easy as one magic number?

    In this session we’ll look at:

    • The fundamental failures in financial mismanagement – why they happen and how a smart accounting pro can spot them coming and avoid catastrophe
    • The working capital cycle – avoid the trappings of accrual accounting
    • Increasing the speed of cash – what levers can a business owner pull to move cash through the business faster?
    • Using the magic number to keep your clients in business – without magical thinking
    • An innovative tool that keeps an eye on cash flow so you and your clients avoid surprises, seize opportunity

    Cybercrime: Protecting Your Accounting Business

    Speaker: Sue Engle

    As an accountant, you have access to and store sensitive client data and your reputation relies on protecting that sensitive information. Unfortunately, cyber-attacks and data breaches are at an all-time high with attacks becoming more sophisticated. Small businesses are especially vulnerable to financial impacts following a cyber-attack or data breach with approximately 60% of them closing within 6 months – Washington Post 2016. In this session, learn about the types of cyber-attacks, how your client data can be breached and how to help protect your client’s data and your business.

    You’ll learn:

    • Three types of cyber attacks
    • Three types of data breaches
    • Two types of insurance available to reduce your risk of loss

    Expert Panel on Pricing, Practice Management, and Promotion

    Speaker: Renee Daggett, Cathy Iconis, Joshua Lance, Cindy Noelk

    It’s your turn. In this session, you’ll hear from your peers on how they are transforming their businesses into successful enterprises.  We’ll ask them to share their best money-making tips.

    Then, you’ll have a chance to ask them questions and hear their best tips about running successful accounting and bookkeeping businesses.  Get answers to questions on handling difficult clients, clients that don’t pay, high-maintenance clients, and anything else you want to ask them. 

    After completing this session, you’ll be able to:

    • Describe how two different practitioners price their services
    • Name at least one virtual tool that some accounting professionals use to meet clients
    • List at least two task management tools accounting professionals are using to manage team tasks

    Advanced Best Practices for Cloud-Based File Sharing

    Speaker: Bradley Wallace

    Sharefile is a popular file-sharing app that provides the professionalism you want when working with clients. Whether you already have it or not, this session will delve into some amazing productivity features you probably haven’t had time to learn, even if you’re an avid fan.

    Did you know you can automate and send a list of documents you need from your client through Sharefile? Are you a whiz at setting up templates so that client onboarding is a breeze? Do you know how to send secure encrypted emails with one click? Did you know you can integrate Sharefile with your printer and tax software so that you can magically distribute your tax returns? Well, you will know how to do all that after this session.

    After competing this session you’ll be able to:

    • Integrate Sharefile with Outlook and Gmail email so you can send encrypted client emails.
    • Set up a master template that can be copied over for each new client you onboard.
    • Import or integrate with a list of documents you need from your client and send it directly from Sharefile
    • Integrate your printer with Sharefile so tax returns and financial reports can easily be brought in and distributed to your clients.

    Client Onboarding Excellence: Tips, Forms, and Templates

    Speaker: Sandi Leyva

    The first impression after your new client signs your engagement letter reinforces to the client what a great decision they made. Wow them with an onboarding kit that has them feeling great about you. This session will show you how to develop or improve on your new client welcome kit as well as provide tips to streamline the process. You’ll be able to:

    • List five components of a new client welcome kit
    • Name two ways to save tons of time during the onboarding process
    • List at least five items on a client onboarding
      checklist that should be done during this process

    Conference Wrap-up: Prioritizing Your Best Ideas and Getting Implementation-Ready

    Speaker: Sandi Leyva

    We’ll wrap up the conference with a session designed to get you profiting quickly from all of the things you learned in the past 36 hours. We’ll give you some time to organize your thoughts and your notes as well as cover some ideas about how to embrace change in spite of your busy schedule of ongoing client requirements.

    After this session, you’ll be able to:

    • Name your top three highest payback tasks that you learned in this conference
    • List three things you should research that can potentially improve your value to your clients
    • Describe how your brain reacts to change and how to embrace change so it’s easier to make it happen