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2017 Schedule

All times are Central Time Zone

You can count on powerful growth-focused sessions from Sandi and Michelle as well as selected guest speakers. Topics will include practice management, communicating your value and earning what you’re worth, how to make more while working less, what clients really want, how to build the respect of your clients, how to monetize your online presence through social media, how to re-energize your passion, and how to leverage your practices. Exact times are still being worked out.

Thursday, September 21, 2017

9:00 AM – 10:00 AM Opening Keynote: 10 Ways to Enhance, Embrace, and Monetize Your Value
Speakers: Michelle Long and Sandi Leyva
10:30 AM – 11:30 AM (Sponsored by Intuit)
Speaker: Michelle Long
12:30 PM – 1:30 PM The Speed of Cash: The Magic Number That Will Keep Your Clients in Business (Sponsored by Finagraph)
Speaker: Mike Milan
1:45 PM – 2:45 PM (Sponsored by Citrix)
Speaker:
3:15 PM -4:15 PM Speaker:
4:30 PM -5:30 PM Advisory Services 101: How to Get Started Offering Advisory Services
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Friday, September 22, 2017 (Dates, Times and Sessions Are Tentative)

9:00 AM – 10:00 AM Take Your Business to the Next Level: Find and Hire the Perfect Person for Your Practice
Presenter:
10:30 AM – 11:30 AM Speaker:
12:30 PM – 1:30 PM Finding the Balance for Accelerated Success
Speaker:
1:45 PM – 2:45 PM Speaker:
3:15 PM -4:15 PM Speaker:
4:30 PM -5:30 PM Speaker:

 


Opening Keynote: 10 Ways to Enhance, Embrace, and Monetize Your Value

Speakers: Michelle Long and Sandi Leyva

Pricing is out. Value is in. Today, it’s all about developing and communicating your value to clients. When you can do that, everything else falls into place: you can charge more, clients will respect you more, and you’ll gain confidence.

In this keynote session, you’ll learn:

  • Three ways to develop and communicate your expertise to clients and prospects
  • Three ways to create exceptional customer service so you’ll stand out
  • Four ways to spruce up your marketing to bring the best out in you for prospects to see

Speaker:


The Speed of Cash: The Magic Number That Will Keep Your Clients in Business

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

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Advisory Services 101: How to Get Started Offering Advisory Services

The real return on clients’ investments in your services (and higher rates for you) requires going beyond compliance work and adding advisory services. Find out what advisory services are and how to get started offering them. You’ll learn:

  • What advisory services are
  • Several topics that are common needs among small business
  • What skills you’ll need to develop to offer these services
  • How to get started offering advisory services

Take Your Business to the Next Level: Find and Hire the Perfect Person for Your Practice

Some accounting professionals say there is a talent shortage. I say that’s nonsense. Whether it’s your first hire or your hundredth, this session will provide tips on today’s hiring options, where to find good people, how to word your ad, and interviewing tips so you can take your business to the next level. You’ll learn:

  • Several options you can use to find additional help for your business
  • Where to look for new hires
  • How to word your ad so that you can find a good match for your business
  • An interview process that Sandi uses to hire people in her company

Speaker:


Finding the Balance for Accelerated Success

In this session, we’ll diverge from left-brain solutions like technology and process tips and focus on balance, time, mindset, and wellness. We’ll discuss ways to build confidence, manage your time, and stay well, physically, mentally, and spiritually. You’ll learn:

  • Success secrets from Michelle, Sandi, and other thought leaders
  • The key to keeping yourself motivated and mentally positive
  • Current challenges like imposter syndrome and what you can do about it
  • Leveraging diversity to your advantage

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Speaker:


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