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2017 Schedule

All times are Central Time Zone

Thursday, September 21, 2017 (Dates, Times and Sessions Are Tentative)

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 The Speed of Cash: The Magic Number That Will Keep Your Clients in Business (Sponsored by Finagraph)
Speaker: Mike Milan
12:30 PM – 1:30 PM Advisory Services 101: How to Get Started Offering Advisory Services
Speaker: Sandi Leyva
1:45 PM – 2:45 PM Best Practices for Cloud-Based File Sharing (Sponsored by Citrix)
Speaker: Jason Goldfinger, Director of Accounting Solutions, Citrix ShareFile
3:15 PM -4:15 PM Automate Mountains of Paperwork into QuickBooks (Sponsored by ScanWriter)
Speaker: Michelle Dulog
4:30 PM -5:30 PM Three Hot New Ways to Attract Higher Quality Clients
Speaker: Sandi Leyva

 

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
Speaker: Sandi Leyva
10:30 AM – 11:50 AM QuickBooks Online Accountant: Manage Your Clients, Projects and Workflows from One Place (Sponsored by Intuit)
Speaker: Michelle Long
12:30 PM – 1:30 PM Finding the Balance for Accelerated Success
Speaker: Sandi Leyva, Michelle Long, and Lindsay Stevenson
1:45 PM – 2:45 PM Risky Business: Are You Covered or Are You Exposed?
Speaker: John Torvi
3:15 PM -4:15 PM Using Videos to Grow Your Practice
Speaker: Michelle Long
4:30 PM -5:30 PM Faster, Better, Cheaper: Practice Management Update
Speaker: Sandi Leyva

 


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

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


Advisory Services 101: How to Get Started Offering Advisory Services

Speaker: Sandi Leyva

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

Best Practices for Cloud-Based File Sharing (Sponsored by Citrix)

Speaker: Jason Goldfinger, Director of Accounting Solutions, Citrix ShareFile

A professional file sharing service can boost your business by providing a simple solution for getting work done. However, not all file sharing solutions are created equally. Join Citrix ShareFile Director of Accounting Solutions, Jason Goldfinger, to learn about the key features your file sharing service should provide, enabling you to:

  • Increase client engagement and satisfaction
  • Protect confidential client data and correspondence
  • Improve quality and speed to service

Automate Mountains of Paperwork into QuickBooks

Speaker: Michelle Dulog

Has any client given you a stack of paper receipts and bank statements every month? Depending on the size of your client, there can be hundreds, and even thousands of transactions to account for and record. Dealing with the data entry task for a shoebox client can be a steep demand on your time.

Today’s accountants are leveraging data automation technology like ScanWriter that allows you to scan paper documents into PDFs, and then feed the electronic documents to ScanWriter which will read the document, extract the data, and automatically populate the data into QuickBooks.

With this sophisticated software solution to make data entry more effective, accountants have opportunities to devote more quality time to evaluating data, supporting clients, and providing training. Not to mention that you will see the increase of your profit margin. In this session, you’ll learn:

  • How to spend less time on data entry and more time helping clients
  • What ScanWriter is and which clients will benefit from ScanWriter
  • How ScanWriter can automate data entry and simplify your workflow to maximize your service value.

Three Hot New Ways to Attract Higher Quality Clients

Speaker: Sandi Leyva

Learning the hottest new trends in marketing will give your firm an edge in the war for clients. In this session, we’ll share three ideas that are still so new in the accounting industry that your firm is bound to stand out. You’ll learn:

  • Three marketing trends that work well to attract clients for accounting services
  • One way to connect and communicate your “why” in your marketing message
  • What’s effective and what’s not in digital marketing
  • A new way of looking at referrals and how to optimize this timeless source of new clients

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

Speaker: Sandi Leyva

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

QuickBooks Online Accountant: Manage Your Clients, Projects and Workflows from One Place

Speaker: Michelle Long

QuickBooks Online Accountant is the “one place” accounting professionals can go to complete all their work. Now with one login, you can access practice management capabilities, workflow management, client communications, and tax preparation. New enhancements and functionalities allow accounting professionals to spend more time being trusted advisors to their clients, and less time toggling between solutions. This session will share the newest. You’ll learn:

  • The components of Practice Management in QuickBooks Online Accountant
  • How to Manage Projects in QuickBooks
  • A new tool to streamline workflow
  • How to streamline tax preparation in QBOA

Finding the Balance for Accelerated Success

Speaker: Sandi Leyva, Michelle Long, and Lindsay Stevenson

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

Risky Business: Are You Covered or Are You Exposed?

Speaker: John Torvi

Traditional CPE often covers loss prevention when it comes to insurance, but none of that matters if you have all the wrong insurance coverage to begin with. In this session, we’ll go back to basics to discover what insurance you need to protect yourself from crazy clients, corrupt vendors, and disasters in your business. You’ll learn:

  • What coverages you need to protect your business
  • The difference between general liability and professional liability
  • Where you may be taking risks you don’t realize, in driving, holding remote events, and more

Using Videos to Grow Your Practice

Speaker: Michelle Long

Videos are digital rocket fuel for your online presence. Yet, they are still underutilized in most accountants’ marketing campaigns. Learn how not-so-scary and easy they are in this session. You’ll learn:

  • How powerful videos are for your online marketing results
  • How to choose the right topic for your video
  • The resources you’ll need to produce a video
  • YouTube tips and how to set up your channel
  • How to promote and share your video so clients and prospects will see it

Faster, Better, Cheaper: Practice Management Update

Speaker: Sandi Leyva

We’ll wrap up the conference with a big picture look at ways to exponentially improve your profits while working fewer hours. It’s truly possible with smart technology, powerful procedures, and high-margin pricing. You’ll learn:

  • How to go beyond checklists and use procedures and templates so you can delegate what you didn’t think you could
  • How to manage difficult clients who don’t pay, make their deadlines, or lower your energy
  • Categories of apps you might not know about that will save you time and money