quickbooksconnect.com Open in urlscan Pro
174.138.117.163  Public Scan

Form analysis
1 forms found in the DOM

POST /#gf_1

<form method="post" enctype="multipart/form-data" target="gform_ajax_frame_1" id="gform_1" class="gf_simple_horizontal" action="/#gf_1">
  <div class="gform_body">
    <ul id="gform_fields_1" class="gform_fields top_label form_sublabel_below description_below">
      <li id="field_1_1" class="gfield gf_simple_horizontal field_sublabel_below field_description_below gfield_visibility_visible"><label class="gfield_label" for="input_1_1">Email</label>
        <div class="ginput_container ginput_container_email">
          <input name="input_1" id="input_1_1" type="text" value="" class="large" aria-invalid="false" data-di-id="#input_1_1">
        </div>
      </li>
    </ul>
  </div>
  <div class="gform_footer top_label"> <input type="submit" id="gform_submit_button_1" class="gform_button button" value="Submit" onclick="if(window[&quot;gf_submitting_1&quot;]){return false;}  window[&quot;gf_submitting_1&quot;]=true;  "
      onkeypress="if( event.keyCode == 13 ){ if(window[&quot;gf_submitting_1&quot;]){return false;} window[&quot;gf_submitting_1&quot;]=true;  jQuery(&quot;#gform_1&quot;).trigger(&quot;submit&quot;,[true]); }" data-di-id="#gform_submit_button_1">
    <input type="hidden" name="gform_ajax" value="form_id=1&amp;title=&amp;description=&amp;tabindex=0" data-di-id="di-id-e143fbb5-b2ec7df6">
    <input type="hidden" class="gform_hidden" name="is_submit_1" value="1" data-di-id="di-id-d08e3f7c-c35e36c1">
    <input type="hidden" class="gform_hidden" name="gform_submit" value="1" data-di-id="di-id-d08e3f7c-fa0bc2d1">
    <input type="hidden" class="gform_hidden" name="gform_unique_id" value="" data-di-id="di-id-20d0e0bf-36e23748">
    <input type="hidden" class="gform_hidden" name="state_1" value="WyJbXSIsIjRlYWM1YjNkYjUyZjQ1OGI0MWQ5MjRkMDc2NDEwNWZjIl0=" data-di-id="di-id-4209dd04-f05e4f3e">
    <input type="hidden" class="gform_hidden" name="gform_target_page_number_1" id="gform_target_page_number_1" value="0" data-di-id="#gform_target_page_number_1">
    <input type="hidden" class="gform_hidden" name="gform_source_page_number_1" id="gform_source_page_number_1" value="1" data-di-id="#gform_source_page_number_1">
    <input type="hidden" name="gform_field_values" value="" data-di-id="di-id-b292b1b8-8fabb0a3">
  </div>
</form>

Text Content

 * 
 * 
 * 
 * 

Virtual USA Nov 3–4, 2021
 * Home
 * Agenda
 * Speakers
 * Content Library

Register now Registered? Sign in here
 * 
 * 
 * 

Registered? Sign in here Register now


MOVE YOUR BUSINESS FORWARD

November 3–4, 2021•A free virtual event

What does “next” look like for you? Join us online and be empowered by the
people, tools, and strategies you need to pursue the possibilities ahead.

Register now


SPEAKERS THAT EMPOWER AND INSPIRE

Our lineup of speakers will spark conversation, celebrate accomplishments, and
help you own what’s next — whatever next means to you.

Kristen Bell Actress, philanthropist, and producer
Jay Shetty Best-selling author and purpose coach
Carla Hall Chef, author, and television host
View 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.
Related sessions
 * Partner demos: Avalara, DocuSign, Fishbowl, NEXT | AP Intego

 * 
 * 
 * 

×
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.
Related sessions
 * QuickBooks Solution Provider program: Paths to prosperity

 * 

×
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.
Related sessions
 * Roundtable: Fostering camaraderie and managing remote teams

 * 
 * 

×
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.
Related sessions
 * Simple steps to creating a strong business

×
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.”
Related sessions
 * Main Stage keynote: Kristen Bell and Jay Shetty

 * 
 * 
 * 

×
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.
Related sessions
 * MeetUp: Women entrepreneurs share what’s next

 * 
 * 
 * 

×
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.
Related sessions
 * Hiring and onboarding a new team into an advisory firm

 * 
 * 
 * 
 * 

×
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.
Related sessions
 * QuickBooks Solution Provider program: Paths to prosperity

 * 

×
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.
Related sessions
 * Deep dive app review

 * 
 * 

×
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.
Related sessions
 * Accountant keynote

 * 
 * 

×
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.
Related sessions
 * QuickBooks Online tips and tricks
 * MeetUp: Black accountant community

 * 
 * 
 * 
 * 

×
BREAKOUTS Speaker



BRAD CELMANINIS

President | Brad Celmainis Accounting Solutions
Brad Celemaninis is a QuickBooks consultant in Calgary.
Related sessions
 * MeetUp: Friday Night Live Crew

 * 
 * 

×
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.
Related sessions
 * Opening remarks
 * Welcome keynote
 * Go to agenda page card

 * 

×
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.
Related sessions
 * Roundtable: Back office and budgeting

 * 

×
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.
Related sessions
 * Deep dive app review

 * 

×
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.
Related sessions
 * Colin Cloud: The cyber mentalist | Brought to you by Avalara

 * 
 * 

×
BREAKOUTS Speaker



KEITH CROWTHER

Product Manager | QuickBooks Commerce
Related sessions
 * QuickBooks Commerce: Navigating challenges for growing omnichannel sellers

×
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.
Related sessions
 * MeetUp: Power Hour with Michelle and Dan

 * 
 * 

×
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.
Related sessions
 * QuickBooks Solution Provider program: Paths to prosperity

 * 

×
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.
Related sessions
 * Get more customers with Mailchimp and QuickBooks
 * Take care of business anywhere
 * Welcome keynote

 * 

×
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.
Related sessions
 * Colin Cloud: The cyber mentalist | Brought to you by Avalara

 * 

×
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.
Related sessions
 * Roundtable: Back office and budgeting

 * 
 * 

×
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.
Related sessions
 * Partner demos: Bill.com, Dext, Practice Ignition

 * 

×
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.
Related sessions
 * Partner demos: LeanLaw, LivePlan, Syft Analytics

 * 
 * 

×
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.
Related sessions
 * Business automation: Efficiencies of the future

 * 
 * 
 * 

×
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.
Related sessions
 * Roundtable: Quickbooks optimizations
 * QuickBooks Online: The solution that grows with your business

 * 
 * 

×
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.
Related sessions
 * Advanced reports in QuickBooks for accounting professionals
 * Reporting and insights in QuickBooks for business owners
 * MeetUp: Connect with Hector Garcia

×
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.
Related sessions
 * Workshop: Visualize and manifest success

 * 
 * 
 * 

×
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.
Related sessions
 * Power Pairings: Take a moment for yourself
 * Power Pairings: Take a moment for yourself

 * 
 * 

×
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.
Related sessions
 * Roundtable: Back office and budgeting
 * Roundtable: Reviving and reinventing mentorship in the accounting space
 * Be S.M.A.R.T. and intentional about growth: Turning goals into action

 * 
 * 

×
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.
Related sessions
 * Power Pairings: Energize your morning routine
 * Power Pairings: Energize your morning routine

 * 
 * 

×
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.
Related sessions
 * Business automation: Efficiencies of the future
 * Partner demos: Avalara, DocuSign, Fishbowl, NEXT | AP Intego

×
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
Related sessions
 * QuickBooks Online Payroll: Payroll for the modern workforce

×
BREAKOUTS Speaker



MICHAEL HITCHCOCK

Director, Product Management | QuickBooks Online
Related sessions
 * QuickBooks Online: From business to books in minutes

×
BREAKOUTS Speaker



TROY HOWARD

Product Manager | QuickBooks Online Invoicing
Related sessions
 * QuickBooks Invoicing: How to get paid

×
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.
Related sessions
 * Advanced accounting with QuickBooks Online: Navigating special cases

 * 
 * 
 * 
 * 

×
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.
Related sessions
 * Get paid faster using QuickBooks Payments

 * 
 * 
 * 
 * 

×
BREAKOUTS Speaker



EVE LACIVITA

Principal Product Manager | QuickBooks Time
Related sessions
 * QuickBooks Time: Managing remote teams

×
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
Related sessions
 * Partner demos: Bill.com, Dext, Practice Ignition

×
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.
Related sessions
 * The new normal: Getting your finances back on track

 * 
 * 
 * 

×
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.
Related sessions
 * MeetUp: Power Hour with Michelle and Dan

 * 
 * 
 * 

×
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.
Related sessions
 * Partner demos: LeanLaw, LivePlan, Syft Analytics

 * 
 * 

×
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.
Related sessions
 * Roundtable: Back office and budgeting

 * 
 * 

×
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.
Related sessions
 * Attracting new customers through new services

 * 
 * 

×
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.
Related sessions
 * MeetUp: QuickBooks Solution Providers

 * 
 * 

×
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.
Related sessions
 * Power Pairings: Take a moment for yourself
 * Power Pairings: Take a moment for yourself

 * 

×
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.
Related sessions
 * Roundtable: Back office and budgeting
 * Roundtable: Fostering camaraderie and managing remote teams

 * 
 * 

×
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.
Related sessions
 * Using QuickBooks Online Payroll to support your growing business

 * 

×
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.
Related sessions
 * Workshop: The client discovery journey from consult to contract
 * MeetUp: Women entrepreneurs share what’s next

 * 
 * 
 * 
 * 

×
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.
Related sessions
 * Partner demos: Avalara, DocuSign, Fishbowl, NEXT | AP Intego

 * 
 * 

×
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.
Related sessions
 * Share the wealth: Turn bookkeeping tasks into advisory topics

 * 
 * 

×
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).
Related sessions
 * Grow your firm with Mailchimp

×
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.
Related sessions
 * Accountant keynote

 * 
 * 

×
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.
Related sessions
 * Curating your business: Make your company a work of art

 * 
 * 
 * 

×
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.
Related sessions
 * Simple steps to creating a strong business

 * 
 * 

×
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.
Related sessions
 * Partner demos: Bill.com, Dext, Practice Ignition

 * 
 * 

×
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.
Related sessions
 * Power Pairings: Energize your morning routine
 * Power Pairings: Energize your morning routine

 * 

×
BREAKOUTS Speaker



RAJA MUTHURAMAN

Principal Product Manager | QuickBooks Cash
Related sessions
 * QuickBooks Cash: All-in-one banking for small businesses

×
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.
Related sessions
 * Roundtable: Back office and budgeting
 * Roundtable: Reviving and reinventing mentorship in the accounting space
 * Roundtable: Connecting price and the ideal customer
 * Be S.M.A.R.T. and intentional about growth: Turning goals into action

 * 
 * 

×
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.
Related sessions
 * Roundtable: Back office and budgeting

 * 
 * 

×
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.
Related sessions
 * Power Pairings: Energize your morning routine
 * Power Pairings: Energize your morning routine

 * 
 * 

×
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.
Related sessions
 * Partner demos: LeanLaw, LivePlan, Syft Analytics
 * The new normal: Getting your finances back on track

 * 

×
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.
Related sessions
 * Simple steps to creating a strong business

 * 

×
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.
Related sessions
 * Roundtable: Connecting price and the ideal customer

 * 
 * 

×
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.
Related sessions
 * Roundtable: Balance sheets, cash flow, and P&Ls

 * 

×
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.
Related sessions
 * Simple steps to creating a strong business

×
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.
Related sessions
 * Curating your business: Make your company a work of art

 * 
 * 
 * 

×
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.
Related sessions
 * Roundtable: Back office and budgeting
 * Roundtable: Fostering camaraderie and managing remote teams
 * Roundtable: Reviving and reinventing mentorship in the accounting space

 * 
 * 

×
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.
Related sessions
 * Partner demos: Bill.com, Dext, Practice Ignition

 * 
 * 
 * 

×
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.
Related sessions
 * QuickBooks Solution Provider program: Paths to prosperity

 * 

×
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.
Related sessions
 * Roundtable: Quickbooks optimizations

 * 
 * 

×
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.
Related sessions
 * Using technology to document and manage your workflow
 * Workshop: Build a workflow management system for your firm
 * MeetUp: ‘Appy Hour with Liz and Heather

 * 
 * 
 * 

×
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.
Related sessions
 * MeetUp: Bookkeeping Buds with Cindy

 * 
 * 
 * 
 * 

×
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.
Related sessions
 * Share the wealth: Turn bookkeeping tasks into advisory topics

 * 
 * 
 * 

×
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.
Related sessions
 * Roundtable: Back office and budgeting

 * 
 * 

×
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.
Related sessions
 * Make smarter decisions with QuickBooks Online cash flow tools
 * The new normal: Getting your finances back on track
 * MeetUp: ‘Appy Hour with Liz and Heather

×
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.
Related sessions
 * Managing a modern workforce
 * Welcome keynote

 * 

×
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.
Related sessions
 * Main Stage keynote
 * Main Stage keynote: Kristen Bell and Jay Shetty

 * 
 * 
 * 
 * 

×
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.
Related sessions
 * The cash flow advantage
 * Welcome keynote

 * 

×
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.
Related sessions
 * Deep dive app review

 * 
 * 
 * 

×
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.
Related sessions
 * Roundtable: Back office and budgeting

 * 
 * 

×
BREAKOUTS Speaker



MADHUMITA TAYADE

Senior Product Manager | QuickBooks Desktop
Related sessions
 * QuickBooks Desktop: Accomplish more, faster

×
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.
Related sessions
 * Power Pairings: Energize your morning routine
 * Power Pairings: Energize your morning routine

 * 
 * 

×
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.
Related sessions
 * Business automation: Efficiencies of the future

 * 
 * 
 * 

×
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.
Related sessions
 * Operate your business at scale
 * Welcome keynote

×
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.
Related sessions
 * Share the wealth: Turn bookkeeping tasks into advisory topics

 * 
 * 
 * 
 * 

×
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).
Related sessions
 * MeetUp: Friday Night Live Crew

 * 
 * 
 * 
 * 

×
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.
Related sessions
 * QuickBooks Online: The basics of getting organized

 * 
 * 
 * 

×
BREAKOUTS Speaker



LEAH WETZEL

Product Manager | QuickBooks Online Accountant
Related sessions
 * QuickBooks Online Accountant: Books review

×
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.
Related sessions
 * Partner demos: Avalara, DocuSign, Fishbowl, NEXT | AP Intego

 * 
 * 
 * 

×
BREAKOUTS Speaker



KAITLYN WILCHYNSKI

Product Manager | QuickBooks Online
Related sessions
 * QuickBooks Integrations: Automate your data

×
BREAKOUTS Speaker



JENNY WILLIAMS

Design Strategist | QuickBooks Advanced
Related sessions
 * QuickBooks Online Advanced: Operate your business at scale

×
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.
Related sessions
 * The strong-minded client: Encouraging clients to listen and change

×
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.
Related sessions
 * Roundtable: Balance sheets, cash flow, and P&Ls

 * 
 * 

×
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.

×
Presentation Speakers
 * Alex Chriss EVP and GM, Intuit QuickBooks


GO TO AGENDA PAGE CARD

OCTOBER 27, 8:00 AM – 11:00 PM 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


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


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, penicil, 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


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


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


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


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 – 11:10 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.

×


QUICKBOOKS INNOVATION SPOTLIGHTS

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
 * Alex Chriss EVP and GM, Intuit QuickBooks
 * Cassie Divine SVP, QuickBooks Online Platform, Intuit QuickBooks
 * Laurent Sellier VP, QuickBooks Online Payroll and Time Tracking, Intuit
   QuickBooks
 * Rania Succar SVP, QuickBooks Money Platform, Intuit QuickBooks
 * Kelly Vincent VP, Mid-Market Segment Leader, 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.

×
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 – 11:40 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.

Avalara is a leading provider of cloud-based tax compliance automation
solutions.
DocuSign helps organizations connect and automate agreements on any device,
anywhere, anytime.
Fishbowl is the top manufacturing and warehouse inventory management software
for QuickBooks users.
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.

LeanLaw provides legal billing software for small to mid-sized law firms.
LivePlan simplifies planning, budgeting, forecasting, and performance tracking
for small businesses.
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.

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


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


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, penicil, 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


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


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


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


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 – 11:30 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, 11:30 AM – 12:00 PM 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.

Bill.com simplifies, digitizes and automates back-office financial processes.
Dext automatically fetches, categorizes and publishes client data for accounting
professionals. 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.


CHOOSE YOUR OWN AGENDA

Now extended to two days, QuickBooks Connect will offer customized programming
for businesses on one day, accounting pros on the other. Attend for free on the
day(s) that best serve you.


WEDNESDAY, NOVEMBER 3

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


THURSDAY, NOVEMBER 4

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


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.
Partner session
 * Deep dive app review
 * Business automation: Efficiencies of the future
 * Partner demos: Avalara, DocuSign, Fishbowl, NEXT | AP Intego
 * Colin Cloud: The cyber mentalist | Brought to you by Avalara

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.
Partner session
 * Deep dive app review
 * Simple steps to creating a strong business
 * Partner demos: Bill.com, Dext, Practice Ignition

Visit partner
 * 
 * 
 * 
 * 

×


DEXT

The go-to, multi-product platform for accountants and bookkeepers to
automatically fetch, categorize, and publish client data.
Partner session
 * Deep dive app review
 * The new normal: Getting your finances back on track
 * Partner demos: Bill.com, Dext, Practice Ignition

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.
Partner session
 * Deep dive app review
 * Partner demos: Avalara, DocuSign, Fishbowl, NEXT | AP Intego

Visit partner
 * 
 * 

×


EXPENSIFY

From receipt scanning to reimbursement, the Expensify Card and our QBO
integration, Expensify, automates every step of the expense management process.
Partner session
 * Deep dive app review
 * Simple steps to creating a strong business

Visit partner
 * 
 * 
 * 
 * 

×


FATHOM

Helps thousands of advisors and business owners around the world gain the
valuable insights they need to make better business decisions.
Partner session
 * Deep dive app review

Visit partner
 * 
 * 
 * 

×


FISHBOWL

The top manufacturing and warehouse inventory management software for small
businesses, with features including material requirements planning, manufacturer
orders, and barcoding.
Partner session
 * Deep dive app review
 * Business automation: Efficiencies of the future
 * Partner demos: Avalara, DocuSign, Fishbowl, NEXT | AP Intego

Visit partner
 * 
 * 
 * 
 * 

×


LEANLAW

Customizes QuickBooks Online for small to midsize law firms by automating
timekeeping, billing, and reporting.
Partner session
 * Partner demos: LeanLaw, LivePlan, Syft Analytics

Visit partner
 * 
 * 
 * 

×


LIVEPLAN

Simplifies planning, budgeting, forecasting, and performance tracking. Set
goals, explore scenarios, and review key numbers to make decisions with
confidence.
Partner session
 * Partner demos: LeanLaw, LivePlan, Syft Analytics

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.
Partner session
 * Deep dive app review
 * Partner demos: Avalara, DocuSign, Fishbowl, NEXT | AP Intego

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.
Partner session
 * Deep dive app review
 * Simple steps to creating a strong business
 * Partner demos: Bill.com, Dext, Practice Ignition

Visit partner
 * 
 * 
 * 

×


RELAY

A digital banking platform that makes accounting and bookkeeping easier for both
your firm and your clients.
Partner session
 * Deep dive app review

Visit partner
 * 
 * 
 * 

×


SYFT ANALYTICS

Creates financial reports easily with features that include automated
commentary, branded PDF reports, consolidations, forecasting, and benchmarking.
Partner session
 * Deep dive app review
 * Partner demos: LeanLaw, LivePlan, Syft Analytics

Visit partner
 * 
 * 
 * 


WHY ATTEND?

QuickBooks Connect brings our diverse community together under one virtual
"roof." See what past attendees had to say about the event.

The whole idea behind a virtual QuickBooks Connect is great! There is so much to
learn and so many qualified speakers and sessions.

Sue Keddington Owner, Keddington Consulting

QuickBooks Connect was uplifting. It felt like I was part of something even
though it was a virtual event!

Debby Oliver Senior Associate, Moss Adams

I liked QuickBooks Connect because it showed me what QuickBooks Online can
really offer, as well as the apps that I can merge with it as my business grows.

Rose Bassett Co-owner, Bassett Small Engine Parts & Repair
Sue Keddington Owner, Keddington Consulting
Debby Oliver Senior Associate, Moss Adams
Rose Bassett Co-owner, Bassett Small Engine Parts & Repair
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. 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. 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
FOUR WEEKS POST-EVENT. FOR FURTHER QUESTIONS, REACH OUT TO
SUPPORT@QBCONNECTEVENTS.COM.

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.

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).

I understand that information I have provided may be used to distribute any
available event materials via postal or email and to be shared with Intuit’s
trusted service providers who provide Event virtual or web-enabled functionality
experience, and that I am responsible for updating my profile preference (e.g.,
name, company, job title). I understand I can also cancel my registration at any
time.

I understand that Intuit, in its sole discretion, may make networking chat
(“Chat”) functionality available from the Event platform. Such Chat
functionality allows registered attendees to create and display a profile in the
Event directory and to chat with an attendee and/or group during the Event. Chat
is optional and it is the attendee’s choice to use and/or accept (or block)
invitations sent by Event attendees. By using Chat, the platform allows Event
attendees to view each other’s profile. 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.

Don't miss QuickBooks Connect! Register now
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.