educational breakout sessions - woodard.com · table of contents taming the ... tendencias...

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Educational

Breakout

Sessions

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Taming the Machines

The accounting and bookkeeping professions are facing a technological shift – what some are calling the

4th Industrial Revolution – that will, through automation, machine learning, artificial intelligence and

Blockchain, radically alter the way you deliver services to your clients.

To view Joe Woodard’s presentation on this topic from Scaling New Heights 2017, click here.

The accounting and bookkeeping professions now have access to a wide range of powerful software

solutions that automate many of the cyclical tasks you perform – like bookkeeping, tax preparation and

audit. As a result, you have an unprecedented opportunity to significantly increase profits and add value

around the way you engage your clients.

At WoodardTM we have identified two key ways for accountants and bookkeepers to respond to this

technological shift – two ways to…“Tame the Machines.”

Response 1: Leverage the Machines

There is much concern in the space about automation, machine learning, artificial intelligence and

Blockchain displacing the role of accounting and bookkeeping professionals – and doing so in the not‐

too‐distant future. Though this type of displacement is certainly a long‐term possibility, in the short term

(meaning in the next 5‐10 years…at least), you have an incredible opportunity to leverage automation

technology to generate extreme profits on cyclical work, to scale your clientele, and to democratize

process throughout your practice.

We call this response “Leveraging the Machines.”

We designed much of the education of Scaling New Heights with this goal in mind – to “leverage the

machines” in a way that generates both significant practice growth/development as well as significant

competitive advantage. Some examples include:

“Productivity Tech: Dramatically Increase Your Personal Productivity” In this session, Barry

MacQuarrie will take an in‐depth look at leveraging apps that can help you solve real‐world

productivity issues. Barry is an experienced accounting and technology professional who

provides consulting services to small business owners and accounting firms. He is a frequent

speaker on the topics of cloud accounting, technology, personal productivity, and presentation

skills.

“Automating Bookkeeping Processes with QuickBooks Online Integrated Applications” In this

session, Heather Satterley will show you how you can use QuickBooks Online’s powerful

automation tools to minimize (and in some cases even eliminate) manual data entry. A true

lover of accounting technology, Heather is co‐author of the QuickBooks Online Core and

Advanced Certification Training materials and an active member of the Intuit Trainer/Writer

Network. Over the past 19 years, she has trained and supported hundreds of accountants,

bookkeepers, and small business owners.

“Blockchain 101: What are Blockchain and Bitcoin and How Can They Be Used” In this

introductory session, Nancy Orben will demystify blockchain, bitcoin and cryptocurrencies and

explain how you can make use of the blockchain technology. With more than 30 years of

accounting and auditing experience as a CPA, Nancy specializes in accounting software and

consulting.

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“Blockchain 102: Blockchain and Artificial Intelligence – Helping Accountants Deliver More

Value” In this session, Sean D. Smith will provide you with real‐world examples of how these

tools are currently being used and the future possibilities for integrating them into your

practice. Assistant Professor at Lehman College and an international public speaker, Sean is

passionate about education and is an avid user of technology and social media for educational

purposes.

Response 2: Transcend the Machines

By “Leveraging the Machines,” accountants and bookkeepers can generate real time and highly detailed

financial and operational reports, arming you with information that was, until this technological shift,

largely unavailable to you in the support of small businesses. Also, by relegating much of the manual

accounting and bookkeeping processes to automated systems, you free your time and you free your

clients’ budgets to expand beyond historical reports and compliance and toward a systematic client

coaching role. In other words, this technological shift provides you with the information and the

capacity to be agents of small business transformation.

We call this response “Transcending the Machines,” doing the type of work that only humans can do,

using machines as a form of cognitive assistant.

We designed much of the education of Scaling New Heights with this goal in mind – to “transcend the

machines” in a way that increases the value you bring your clients, significantly increases profits

(through business model innovation, including value pricing), and equips you to coach clients toward

small business success. Some examples include:

“Fostering Effective Communications with Clients” In this session, Denise Bailey will show how to

strengthen client relationships through providing productive feedback in a way that allows your

client to “hear” you, and how to ask for, and respond to, feedback from your client in a way that

encourages better communication. Denise has more than 15 years of experience providing

businesses of various sizes with accounting, tax planning, and consulting services.

“How to Create a One‐Page Exit & Succession Plan with Clients” In this session, Peter Hickey will

provide a step‐by‐step methodology and a worksheet that can be used with clients to help them

create an exit and succession plan. Peter, CEO of MAUS Business Systems and president of the

Australian Chapter of the Exit Planning Institute, has written a number of best selling books on

business planning, as well as exit and succession planning.

“Journey to Becoming a Digital Expert in Your Field” In this session, Gale Kirsopp will guide you

along the roadmap of how to become a digital expert in your niche. Gale is a recognized expert

in the legal industry and has extensive experience and expertise working at the intersection of

outsourced accounting services and bar compliance.

“The Art of Asking Questions: Getting Your Clients to ‘Why’” In this session, Kirk Bowman will

illustrate, through group exercises, what questions to ask, how to ask the questions, and how to

redirect a question to help the client go deeper … all the way to “Why.” Kirk is the founder and

Visionary of Value at Art of Value. He provides speaking, coaching, and consulting around the

topics of discovering value, creating options, and learning to price.

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Announcing a New Track Delivered by Ron Baker in Partnership with VeraSage

Institute

For Scaling New Heights 2018, Woodard and VeraSage Institute have teamed up to bring you a new

learning track, led by Ron Baker, focused on “transcending the machines.”

In this track, Ron Baker will distinguish between:

Service Work ‐ exchanging our time and/or the movements of our bodies for money, and

Knowledge Work ‐ the exchange of our intellectual properties for the advancement of our

clients, and

Relationship Work – infusing value for small business owners by forging meaningful, high‐trust

and enduring partnerships

As Ron will attest, a professional who maximizes value for clients and manages the holistic needs of

clients embracing all three roles in combination – with the ultimate goal of generating wealth for the

client and pricing accordingly—are the ones who will have a competitive advantage in the future of

certain disruption.

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Schedule for Sunday, June 17, 2018

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Schedule for Monday, June 18, 2018

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Schedule for Tuesday, June 19, 2018

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Schedule for Wednesday, June 20, 2018

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Table of Contents

Taming the Machines .................................................................................................................................... 2

Response 1: Leverage the Machines ......................................................................................................... 2

Response 2: Transcend the Machines ...................................................................................................... 3

Announcing a New Track Delivered by Ron Baker in Partnership with VeraSage Institute ..................... 4

Schedule for Sunday, June 17, 2018 ............................................................................................................. 5

Schedule for Monday, June 18, 2018 ............................................................................................................ 6

Schedule for Tuesday, June 19, 2018 ............................................................................................................ 7

Schedule for Wednesday, June 20, 2018 ...................................................................................................... 8

Sunday, June 17, 2018 ................................................................................................................................ 14

12:00 to 1:40 pm ..................................................................................................................................... 14

BQE Core – Level 1 Certification ......................................................................................................... 14

Cyber‐Security for You and Your Clients ............................................................................................. 14

Moving from a Service to a Knowledge to a Transformation Economy ............................................. 15

Guarantee Profitability for Your Clients, for Your Practice ................................................................. 16

The Art of Asking Questions: Getting Your Clients to “Why” ............................................................ 16

Finding Your Niche (aka, Should I have a Niche?) (Part 1 of 2) ........................................................... 17

The Hidden Key to Success as a Strategic Advisor .............................................................................. 17

Practice Strategies for the Intuit‐Centric Professional ....................................................................... 18

2:00 to 3:40 pm ....................................................................................................................................... 18

Overcoming QBO‐Phobia: “I’m Good with QB! The “O” Part though… not so much.” .................... 18

Automating Bookkeeping Processes with QuickBooks Online Integrated Applications .................... 19

Elevate Your Business Through Strategic Partnerships (Panel) .......................................................... 19

The Modern Firm: Creating a Firm You Love ..................................................................................... 20

The New Value Pricing Opportunity: the Holistic Cloud Accounting System .................................... 21

Finding Your Niche (Part 2 of 2) .......................................................................................................... 21

Coach Your Resistant Clients into Action ............................................................................................ 22

Personal Productivity and Task Management .................................................................................... 22

Monday, June 18, 2018 ............................................................................................................................... 23

7:00 am to 7:50 am ................................................................................................................................. 23

8:00 to 8:50 am ....................................................................................................................................... 23

Leveraging Google & QuickBooks Online Integration ......................................................................... 23

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The QuickBooks Online Mobile App on the Fly .................................................................................. 23

Introducing OneNote .......................................................................................................................... 24

How to Grow and Scale Your Accounting Firm ................................................................................... 25

The Best “Human Learning” Tool Ever Invented ‐ After Action Reviews ............................................ 25

Listen Up! Building Trust through Active Listening ............................................................................. 26

Client Transformation ‐ A Contractor Case Study ............................................................................... 26

Disaster Preparedness…Nobody is Exempt ........................................................................................ 27

Creating High Performance Teams ..................................................................................................... 27

Embracing Tax: One Professional’s Journey ...................................................................................... 28

Depreciation and Sale of Business Assets ........................................................................................... 28

Build Your Content Marketing Strategy …and They Will Come .......................................................... 29

Excel 101: The Spreadsheet Concept ................................................................................................. 29

Tendencias Tecnológicas e Inteligencia Artificial que Impactan a la Comunidad Latina Panel – En

Espanol (Technology trends and Artificial Intelligence that impact the Latino Community ‐ Panel) . 30

1:30 to 3:10 pm ....................................................................................................................................... 30

Troubleshooting QuickBooks Online .................................................................................................. 30

Automating Bookkeeping Processes with QuickBooks Online's In‐Product Capabilities ................... 31

Troubleshooting QuickBooks Desktop: Cash to Equity (Part 1 of 2) .................................................. 31

Enhancing QuickBooks Desktop File Stability & Performance ............................................................ 32

Productivity Tech: Dramatically Increase Your Personal Productivity ............................................... 33

Tech Update ........................................................................................................................................ 33

How to Handle a Civil IRS Case ............................................................................................................ 34

Advising Non‐Profit Organizations (Part 1 of 2) .................................................................................. 34

Adopting Value Pricing in Your Practice ‐ The First Year .................................................................... 35

Process Consulting Part 1: Design and Onboarding ........................................................................... 35

Living the Dream: How You Can Have It All ‐ Round Two .................................................................. 36

Financial Analysis: Expanding Your Value‐Add Services .................................................................... 36

Excel 102: Basic Formulas & Features ................................................................................................ 37

QBO y Más:Como Dominar la Inteligencia Artificial – En Espanol (QBO and Beyond: How you can

leverage Artificial Intelligence) ........................................................................................................... 38

4:10 to 5:50 pm ....................................................................................................................................... 38

Using QuickBooks Online Data Utilities: A ProAdvisor Perspective ................................................... 38

Automating Bookkeeping Processes: Advanced QuickBooks Online Bank Feeds ............................. 39

Troubleshooting QuickBooks Desktop: Cash to Equity (Part 2) ......................................................... 40

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Emerging Technologies ....................................................................................................................... 40

How Effectiveness Trumps Efficiency in Relationship Work ............................................................... 40

Advising the Medical Industry............................................................................................................. 41

Advising Non‐Profit Organizations (Part 2 of 2) .................................................................................. 41

Adopting Value Pricing in Your Practice ‐The Next Year ..................................................................... 42

Process Consulting Part 2: An Implementation: Case Study .............................................................. 43

Three Decisions that Will Change Your Life ........................................................................................ 43

Powerful Marketing Tactics You Can Implement Today ..................................................................... 44

Excel 103: Special Features & Functions ............................................................................................ 44

¿Qué entidad empresarial es la correcta para usted? 1120S, LLC, 1065 ‐ En Espanol (Which Business

Entity is Right For You? 1120S, LLC, 1065) .......................................................................................... 45

Tuesday, June 19, 2018 ............................................................................................................................... 45

7:00 am to 7:50 am ................................................................................................................................. 45

8:00 to 8:50 am ....................................................................................................................................... 45

Using QuickBooks Payment Solutions from Swipe to Automation ..................................................... 45

Tools for Making Relationships Professionally Personal .................................................................... 46

Blockchain 101: What are Blockchain and Bitcoin and How Can They Be Used? .............................. 46

Do What a Machine Won’t: Run TOWARDS the Risk ......................................................................... 47

Fostering Effective Communications with Clients .............................................................................. 47

Who Needs an Exit Strategy? Your Clients and You! ......................................................................... 48

Client Transformation ‐ A Landscaper Case Study .............................................................................. 49

Journey to Becoming a Digital Expert in Your Field ............................................................................ 49

Advising the Restaurant Industry ........................................................................................................ 50

Designing Content Marketing to Attract Your Ideal Client ................................................................. 50

Facebook Groups 101: A Beginner’s Guide ........................................................................................ 51

Excel 104: Additional Features and Formulas .................................................................................... 51

Como la Inteligencia Artificial define la Firma del “Ahora” ‐ En Espanol (How Artificial Intelligence

defines The Firm of “Now”) ................................................................................................................ 52

1:30 to 3:10 pm ....................................................................................................................................... 52

QuickBooks Desktop Super Geek 101: Database Essentials .............................................................. 52

Blockchain 102: Blockchain and Artificial Intelligence – Helping Accountants Deliver More Value . 53

Using OneNote to Maximize Personal Productivity and Task Management ...................................... 54

Teach Clients to Value Price ................................................................................................................ 54

Create a Structured Exit & Succession Planning Process with Clients ................................................ 55

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Which Business Entity is Right For You? 1120S, LLC, 1065 ................................................................. 55

Advising the Legal Industry ................................................................................................................. 56

Using Failure to Become a Better Advisor .......................................................................................... 56

A Guide to Minimizing Malpractice & Cybercrime Claims .................................................................. 57

Making, Editing and Uploading Your Own Educational Videos .......................................................... 57

Excel 105: More Fabulous Formulas & Features ............................................................................... 58

Implementa un Exitoso Modelo de Video Marketing y Redes Sociales para Empresarios ‐ En Espanol

(A Successful Social Media and Video Marketing for Entrepreneurs) ................................................ 58

5:20 to 6:10 pm ....................................................................................................................................... 59

Building a Business Model around QuickBooks Self Employed .......................................................... 59

Using Microsoft Teams to Improve Your Team's Communications .................................................... 59

Accounting for Cryptocurrency Investing and Mining Operations ..................................................... 60

Creating a Delightful Client Base ......................................................................................................... 60

Everyday Ethics in an Age of Artificial Intelligence ............................................................................. 61

Fostering Effective Communications with Your Team ........................................................................ 62

How to Create a One Page Exit & Succession Plan with Clients ......................................................... 62

Re‐engineering a ProAdvisor's Practice ‐ A Case Study in Client Transformation .............................. 63

Establishing & Operating a Remote Office ......................................................................................... 63

Creating and Implementing a Successful Online Marketing Strategy ................................................ 64

10 Keys to Ignite Your Marketing – Build a Foundation for an Endless Flow of Qualified Leads ....... 64

Facebook Groups 102: Building Communities to Build Your Practice ............................................... 65

Excel 106: Special Date Formulas and Data Validation ...................................................................... 65

Cómo inciar un negocio y mantener sus registros ‐ En Espanol (Starting a Business and

Recordkeeping) ................................................................................................................................... 66

Wednesday, June 20, 2018 ......................................................................................................................... 66

7:00 am to 7:50 am ................................................................................................................................. 66

8:00 to 8:50 am ....................................................................................................................................... 66

Rise of the Human ............................................................................................................................... 66

Strategy Day: Why My Partner and I Spend 1 Full Day Each Week in Strategy and Planning ........... 67

Starting a Business and Recordkeeping .............................................................................................. 67

How to Assess and Onboard a New Client .......................................................................................... 68

The 7 Minute Conversation Every Client Needs to Have Every Month .............................................. 68

Nuts & Bolts of Preparing a Business Plan with the End in Mind ....................................................... 69

Understand Your Client’s Personality and Communication Styles to Increase Effectiveness ............ 69

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How to Make Toast: A Unique Perspective on Process Design ......................................................... 70

Excel 107: Macros – Get Ready to Automate .................................................................................... 70

Depreciación y venta de activos ‐ En Espanol (Depreciation and Sale of Business Assets) ............... 71

1:30 to 3:10 pm ....................................................................................................................................... 71

QuickBooks Desktop Super Geek 201: Differential Diagnosis ........................................................... 71

Troubleshooting Apps Integration: Identify, Correct and Prevent .................................................... 72

QuickBooks Enterprise Solutions Advanced Inventory (Part 1 of 2) ................................................... 72

Using Microsoft OneNote to Start Your New Niche Value Billing Revenue Stream ........................... 73

Advising the Retail Industry ................................................................................................................ 73

Advising the Contractor Industry (Part 1 of 2) .................................................................................... 73

Scaling with Purpose: How to Strategically Hire and Develop High Performing Teams .................... 74

Providing Exceptional Customer Service ............................................................................................ 75

How to Handle a Criminal IRS Case ..................................................................................................... 75

Restructuring Your Sales Process for Success ..................................................................................... 76

Excel 108: Visual Basic for Applications (VBA) (Part 1) ...................................................................... 76

Inteligencia Artificial y las Conexiones Humanas – En Espanol (Artificial Intelligence and the Human

Connection) ......................................................................................................................................... 77

4:10 to 5:50 pm ....................................................................................................................................... 77

QuickBooks Enterprise Solutions Advanced Inventory (Part 2 of 2) ................................................... 77

Challenging Our Own Thinking about the Nature of Disruption......................................................... 77

Embrace the Machines: Why I Am Optimistic about the Future (and You Should Be, too) .............. 78

Advising the Contractor Industry (Part 2 of 2) .................................................................................... 79

A How‐To Guide in Process Discovery and Refinement ..................................................................... 79

Advanced Value Pricing: How to Calculate a Profitable Price Without Timesheets ........................... 80

How to Handle a Fraud/Forensic Case ................................................................................................ 80

Creating a Comprehensive Marketing Plan ........................................................................................ 80

Excel 109: Visual Basic for Applications (VBA) (Part 2) ...................................................................... 81

QuickBooks Online y las Apps Estratégicas en la palma de tu mano – En Espanol (QuickBooks Online

and Strategic Apps on the Go!” .......................................................................................................... 82

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Sunday, June 17, 2018

12:00 to 1:40 pm

BQE Core – Level 1 Certification

Get your free level one partner certification for BQE Software’s groundbreaking new time billing, project

management, and accounting solution, Core. BQE CEO and Founder Shafat Qazi will lead you through

Core’s key features—including automated invoicing, flexible timekeeping, seamless account

reconciliation, and more—as well as how it’ll benefit you and your clients. You’ll not only learn how the

Core partner program works but you’ll also walk away with a stamp of approval from an industry leader,

which will boost your revenue and enhance your credibility as a trusted advisor. All attendees will

receive a signed certificate and access to the ‘BQE Core Certified Consultant’ website logo.

Learning Objectives:

• Discover BQE Core’s project accounting platform and how to use it to manage AR and AP

• Analyze the differences between project accounting and business accounting

• Outline the fundamentals of project management

• Understand the different levels of Core’s partner program

Instructor: William Murphy

Length (in minutes): 100

Level (Basic, Intermediate, Advanced): Basic to Intermediate

Prerequisites: None

CPE Field of Study: Information Technology

CPE Hours: 2

EA/AFSP CE Hours: 0

Topic Category: Technology Disrupters

Ways to Tame the Machines: Leverage

Cyber‐Security for You and Your Clients

This class will explore the current pattern of cyber threats and crimes with an emphasis on preventing

and recovering from the effects of cyber‐attack. We will look at the major target threat mechanisms

predicted as targets through 2020. This class will identify the most common forms of malware impacting

small businesses and individuals. We will also examine specific threat types including their modes of

attack, symptoms of attack, and steps‐to‐take if you come under attack. The class will also identify

preventative measures including ‘human based’, ‘software based’, and ‘hardware based’.

Upon completion of this session you should be able to:

List at least 5 major cyber targets posing the greatest risk potential through the year 2020. Identify at least 5 major forms of malware impacting small businesses and individuals.

List the modes of attack of 5 specific cyber threat types

Identify the symptoms of attack associated with 5 specific cyber threat types.

List the essential steps to take when subjected to an attack from any of 5 specific cyber threat

types.

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Demonstrate an understanding of the common risky ‘human behaviors’ that subject users and

their targets to cyber threat, and how such behaviors can be overcome.

List at least 3 major types of software‐based cyber‐threat preventative applications.

Identify at least 2 major types of hardware‐based cyber‐threat preventative devices.




Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours: 0


Ways to Tame the Machines: Leverage & Transcend

Moving from a Service to a Knowledge to a Transformation Economy

As the economy shifts from a service to a knowledge economy, and now a transformation economy, the

opportunities for professionals to create unique, effectual, and individual transformations for their

customers are only limited by the constraints of our imaginations. Accountants and bookkeepers are

poised to offer the maximum level of value in the new relationship economy: transformations, where

the customer is the product.

In this session, you will learn:

The Progression of Economic Value and determine what your firm is offering, and what it could

be offering

How to communicate and create customer transformations where the customer is the product,

not the scope of work

The three phases in offering transformations: Diagnosing aspirations, staging transforming

experiences, and following through

That all transformations are linguistic, and the importance of using the correct language to

communicate this level of value

Instructor: Ron Baker



Prerequisites: None

CPE Field of Study: Management Services

CPE Hours: 2

EA/AFSP CE Hours: 0

Topic Category: Practice & Professional Development

Ways to Tame the Machines: Transcend

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Guarantee Profitability for Your Clients, for Your Practice

Higher revenue is not the “magic bullet.” Profitability is. Understanding what hinders profitability is the

first step to solving the problem. The next step is determining what to do about it! In this session, your

instructor will explore the different business principles that contribute to (or undermine) profitability, as

well as how to design an action plan to increase profitability for your clients… and for your own practice.

In this session you will learn how to:

Analyze each component of profitability

Create the profitability plan for your client

Communicate the plan to your client and get them to recognize the importance of, and commit

to, the plan

Instructor: Dawn Fotopulos



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours: 0



The Art of Asking Questions: Getting Your Clients to “Why”

The first step to pricing the customer is to have a "why" conversation. The goal is to determine why the

customer needs your assistance, and although "Why?" is the most important question, asking it feels

uncomfortable. In this interactive session, you will confront the discomfort.

You will participate in group exercises to learn:

What questions to ask during a why conversation

How to ask the questions during a why conversation

How to redirect a question to help the customer go deeper

How to handle an objection when the customer is resistant

Instructor: Kirk Bowman


Level (Basic, Intermediate, Advanced): Basic

Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours: 0



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Finding Your Niche (aka, Should I have a Niche?) (Part 1 of 2)

In this session, Carla Caldwell, with Caldwell Consulting & Training, will interview 3 accounting

professional firm owners about their experience in specializing through a niche market. The panelists

will discuss what worked, what didn’t, and the benefits they experienced. Carla will also candidly

discuss with one firm owner who hasn’t gone to a specific niche why they are staying a “generalist” and

what the benefits and drawbacks are that they have experienced. The second part of the session will

provide time for you to brainstorm about why you will or won’t choose a niche, as well as the

standardizations that may happen in your firm as a result.


Identify benefits and drawbacks of having a niche

Determine the steps to define your niche market

Describe standardizations that would result in having a niche

Instructor: Carla Caldwell



Prerequisites: None

CPE Field of Study: Business Management & Organization

CPE Hours: 2

EA/AFSP CE Hours 0



The Hidden Key to Success as a Strategic Advisor

As automation and artificial intelligence continue to change the face of the accounting and bookkeeping

industry, many professionals are moving into a more advisory role with their clients, in an effort to

redefine their value and make themselves indispensable. One of the biggest obstacles that

bookkeepers and accounting professionals face as they redefine their roles and learn new skills is

Mindset: both their own and their client’s. In this fun, participatory and highly interactive session, you

will experience the impact of mindset first hand.


How to recognize when your, or your client’s, thinking is creating obstacles to business success

Why thoughts and beliefs matter in business and the impact that they have on your ability to

handle a fast‐changing business landscape

Tools for shifting your, and your client’s, mindset to create the positive business results that will

thrill your clients and solidify your position as their trusted advisor

Instructor: Donna Leyens



Prerequisites: None

CPE Field of Study: Personal Development

CPE Hours: 2

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EA/AFSP CE Hours 0

Topic Category: Practice and Professional Development


Practice Strategies for the Intuit‐Centric Professional

Many accounting professionals look at their clients’ QuickBooks data only within the context of tax

preparation and year end accounting services. Others, like Robin Hall, have taken a step farther down

the path, embracing proactive QuickBooks consulting as a year‐round revenue stream. Join Robin for

this game changing practice development session that will challenge you to be more proactive with your

clients who use QuickBooks.


The unique challenges and opportunities around supporting QuickBooks software

Proven strategies for small business software implementation and deployment

How to leverage Intuit’s ecosystem of integrated solutions to expand the services you offer your

clients

How to use QuickBooks consulting as a funnel strategy to grow your practice

Instructor: Robin Hall



Prerequisites: None

CPE Field of Study: Business Management and Organization

CPE Hours: 2

EA/AFSP CE Hours 0


Ways to Tame the Machines: Leverage and Transcend

2:00 to 3:40 pm

Overcoming QBO‐Phobia: “I’m Good with QB! The “O” Part though… not so much.”

You love QuickBooks Desktop and have been using it for a while. You see that QBO is where the future

lies. More and more clients are coming to you with QBO or asking you if they can switch to it. You’ve

tried taking these QBO classes but everything’s so different from the Desktop. As a result, you kind of

avoid QBO.

If this is you, then this is your course, finally! In this course you will explore 100 features in QBO FROM

THE VIEWPOINT OF A QUICKBOOKS DESKTOP USER. For each aspect of QuickBooks, starting with the

home page through set up of lists, preferences, transactions, reports, forms and anything else there is

time for – you will be reminded where it is in Desktop and then go to where it is in QBO. For each

feature, you will learn what differences exist between how the feature works in Desktop vs. QBO. And

finally, when necessary, although rare, you will learn a few QuickBooks Desktop features simply don’t

exist in QBO and vice versa!

After attending this session, you will:

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Easily find features in QBO that are frequently used in QB Desktop

Understand differences in how features work in QBO vs. QB Desktop

Know which features are not in QBO that are in QB Desktop and, when possible, how to work

around them.

Know which features are available only in QBO

Feel more comfortable working with QBO clients

Instructor: Gregg Bossen



Prerequisites: None

CPE Field of Study: Computer Software and Applications

CPE Hours: 2

EA/AFSP CE Hours 0

Topic Category: QuickBooks Online & Apps Technical Training


Automating Bookkeeping Processes with QuickBooks Online Integrated Applications

Automation is the way of the future in the accounting profession and clients are looking to us to help

them increase efficiency and reliability of data through technology. How do you know when a process

should be automated and how do you determine the solution? With so many options to choose from,

how do you choose the right solution for you or your client. This session will show you how to develop a

process to identify, evaluate and implement apps in your practice or with a client.

This step by step session will teach you how to:

Identify the need for an app to automate a process

Develop a system to evaluate and choose apps from multiple options

Design and execute a successful implementation

Instructor: Heather Satterley



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Elevate Your Business Through Strategic Partnerships (Panel)

Creating and building relationships and strategic partnerships are uniquely human skills. There are

multiple types of strategic partnerships that can help you elevate your business: for example, you may

have a client who needs a special project using a product that isn’t in your area of expertise.

Establishing a strategic partnership with another ProAdvisor who specializes in that product is a win/win

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all around. Another type of strategic partnership you may have is with the vendor of a product you

include in the tech stack you offer your clients. What about a strategic partnership with an industry

group for your niche, such as a realtor or healthcare association? Identifying the need for strategic

partnerships is the first step. In this session, your expert panel will cover the basic, step‐by‐step process

to create and build strategic partnerships by sharing their real‐life stories and the opportunities that

have been created and built through connecting and collaborating through the many channels available

to you.

In this session you will learn:

The steps to creating and maintaining strong, mutually‐beneficial partnerships

What you should consider before you “partner up”

How to allocate work and responsibilities based on strengths of each partner

Warning signs of the need to “de‐partner”

How to gracefully dissolve a partnership that isn’t working

Moderator: Damien Greathead



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours: 0



The Modern Firm: Creating a Firm You Love

What do brands like Amazon, Starbucks and Panera Bread have in common? They’ve each created a

model for customer interaction that’s low‐friction and delivers a highly desirable experience. Similarly, in

the accounting space, The Modern Firm combines efficiencies of automation with the human touches of

a world‐class client experience. Join Rootworks CEO, thought leader and author Darren Root for an

exposition of The Modern Firm.

What you will take away from this session:

A deep understanding of a powerfully simple technique to assess your critical touch points,

business model and culture based on the familiar GPA scale.

Resources to help you along the journey to improvement in areas where your firm isn’t yet

making the grade.

Instructor: Darren Root



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0

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The New Value Pricing Opportunity: the Holistic Cloud Accounting System

The growth of the profession lies in advisory work. Advising on the best technology from the myriad of apps available is a big opportunity. QBO makes it easy to manage those apps, but how do you value price this valuable service? This session will dive into a practical application of Mark's 7‐step pricing formula and pricing strategies providing a step‐by‐step process for earning big fees when advising clients.


A framework for value pricing and getting higher prices

Communication skills for mastering the value conversation

How to calculate a value‐based price

Instructor: Mark Wickersham



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Finding Your Niche (Part 2 of 2)

Come hear how one accounting professional, Carla Caldwell, with Caldwell Consulting & Training,

decided on her niche. You’ll hear the real‐life struggles and successes, as well as what she has learned

from other firms in their pursuit of specializing their practice. Practical benefits, and the downsides of

having a niche (including the “wrong” niche), will be discussed.


The benefits of having a niche market(s) for your firm

Possible issues when defining your niche

The steps to defining your niche




Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



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Coach Your Resistant Clients into Action

As the accounting and bookkeeping professions become more automated, you have an opportunity to

move from a data entry and compliance role into the role of a trusted advisor and get paid accordingly.

That sounds great in theory but, in practice, we all know there are a few hurdles to get over. One of the

first hurdles is that the skill set is different. One of the biggest complaints from consultants in all

industries is that their clients don’t listen to their advice. In this session we cover the most common

causes of resistance to change, and the skills to overcome them.


A three‐step process for eliminating client resistance and getting them to listen to you.

Why people resist change and what to do about it.

A simple communication shift that creates buy in and leads to action

Instructor: Donna Leyens



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Personal Productivity and Task Management

How’s your stress level? Are you worried about processing payroll for a client while trying to remember

to pay bills for another client? Feeling a little out of control? Attend this session to learn the

fundamental principles of how to get organized and become more productive as we explore leading

methodologies by Stephen R. Covey, David Allen and Dwight D. Eisenhower. We want to help you

increase your productivity and reduce your stress level.


Various task management methodologies

How to reassess your goals and maintain focus

How to plan projects and move them forward

Instructor: Barry MacQuarrie



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0


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Monday, June 18, 2018

7:00 am to 7:50 am

Please check back for more information on these Power Breakfast sessions.

8:00 to 8:50 am

Leveraging Google & QuickBooks Online Integration

Learn how to use Google integrations to create QuickBooks Online Invoices and receive payments inside

of Gmail, import Gmail contracts into QuickBooks Online and use Google calendar events to create

QuickBooks Online Invoices. By leveraging technology, time spent doing manual data entry is reduced

allowing for valuable company resources to be used in more meaningful areas and tasks.

In this session you will:

Learn how to create invoices and receive payment from inside GMAIL

Learn how to import GMAIL contacts

Learn how to create QBO invoices using Google calendar events

Instructor: Liz Scott



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



The QuickBooks Online Mobile App on the Fly

QuickBooks Online is the perfect software to use on a smartphone or tablet while you are providing

services to clients. Reduce double‐entry paperwork by creating Estimates and Invoices onsite, with

signatures. Eliminate after‐the‐fact accounting by using your camera to take pictures of receipts. Swipe

credit cards onsite to reduce A/R. In this hands‐on session, the specific workflow steps you will use to do

your bookkeeping while in the field with your customers will be demonstrated. The more you can do on

the fly, the less you have to do in the office!


Mobile App features not on the website

Creating and emailing Estimates, Invoices, and Sales Receipts while onsite

Taking pictures of receipts in QBO on a smartphone to maintain a paper trail

Managing timecards and schedules with 3rd Party Apps

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Instructor: Alicia Katz Pollock



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Introducing OneNote

Discover why Microsoft OneNote is the one tool that will finally consolidate all the information in your

hectic, information‐overloaded life into one searchable area. Real world examples will be

demonstrated that showcase the flexibility and power of OneNote. This class will also include the basic

overview that will help you understand exactly what it is, and what it can do in your life. Note ‐ this

class is meant to inform you of the possibilities of OneNote and is not meant to be a how‐to

demonstration.

In this session, you will:

Learn how OneNote will help you conquer information overload

Learn that OneNote is just a "virtual three‐ring binder"

Discover ways that OneNote will help you organize your home life

Learn how you can use OneNote to start capturing the intellectual capital for you and your firm

Discover that OneNote could become its own separate revenue billing stream that is unique and

easily value billed.

Learn about the different OneNote platforms (PC, Mac, and mobile)

Understand how the cloud plays a role in sharing information with all of your devices and other

people in your life.

An in‐class demonstration using Office Lens and OneNote will show you how to capture Scaling New

Heights® contact information that includes business cards, pictures, websites and initial notes in one

place.

Note ‐ downloading OneNote and Office Lens on your mobile devices before class is recommended.

Instructor: Rob Smith



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



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How to Grow and Scale Your Accounting Firm

This session covers the real concepts that are required for growing a service‐based company. Concepts

covered include different team models at different sizes of firm, considerations and pitfalls to manage at

each level of growth, and how to institute the needed rhythms and processes to grow in a healthy way.

In this session, you will receive information to help you:

Decide if you want to grow your firm or not, and what that will mean

Understand different team models at different phases of growth, and what growth ceilings

may feel like

Explore 3 strategic growth considerations at each level of firm growth

Instructor: Jason Blumer



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



The Best “Human Learning” Tool Ever Invented ‐ After Action Reviews

The average knowledge worker is so busy doing they do not have the time to reflect on what they have

done, let alone discover major breakthroughs. While reflection without action is passivity, action

without reflection is thoughtlessness. Combine experience with reflection, and learning that lasts is the

result. The After Action Review (AAR) is the most useful method for capturing knowledge, learning, and

leveraging intellectual capital throughout your firm.


The four questions required in every AAR

How AARs can eliminate fear, replacing a negative error culture with a positive error culture

in your firm

How AARs capture human capital and convert it into structural capital, which can be

leveraged to increase value

Real‐life lessons on how AARs can boost the effectiveness of your firm from 30 to 300

percent




Prerequisites: None


CPE Hours: 1

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EA/AFSP CE Hours: 0



Listen Up! Building Trust through Active Listening

As the world exceedingly adopts more technology, our only choice is to adapt! By learning to

communicate more effectively, we can strengthen our human relationships and deepen our authentic

connections. In this uniquely fun and highly interactive session, you will experience the benefits of

Active Listening and share tools you can add to your practice.

You will participate in group exercises to practice:

Staying in the present moment

Sharpening your focus and concentration

Accepting new ideas and information

Listening to understand

Responding with brevity to clarify understanding

Instructor: Jennifer Dymond



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Client Transformation ‐ A Contractor Case Study

This presentation is delivered in conjunction with Hal Rosen, who has applied the Guarantee Profitability

Roadmap presented at Scaling New Heights 2017. In this session, Dawn and Hal will engage with you,

giving you a chance to role play, and provide your feedback on how you would handle Hal’s challenges

with his client. Finally, Dawn and Hal will do the “big reveal” and discuss what actually happened in the

first 30, 60, 90 days.


How to come alongside the client and gain their buy‐in to be their business advisor

How to open the client’s eyes to the top three places profit is hiding in their business

How to charge for these services

How to capture the proof of your value‐added services as a business advisor




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Prerequisites: Recommended: Guarantee Profitability for Your Clients, for Your Practice


CPE Hours: 1

EA/AFSP CE Hours 0



Disaster Preparedness…Nobody is Exempt

Do you know what types of natural disasters are most likely to happen in your area? Are you prepared?

During the past year we have seen an increase in the number and severity of catastrophic natural events

across the country; wildfire and flooding to name a few. Join us as we present a series of unique insights

that we have gained while working with Intuit in Houston, TX and Sonoma, CA, as they have helped

small businesses get back on their feet and be better prepared for the future. In this class you will not

only learn from the most recent natural disasters but will take with you preparedness checklists to be

used with your business, employees, and clients.


To identify natural disasters for team and clients

Rights and responsibilities

How to be prepared before, during, and after a natural disaster




Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Creating High Performance Teams

This session will examine what makes a team productive, based on research from Google's Project

Aristotle, and books by thought leaders such as Patrick Lencioni and Stephen M. R. Covey. The

principles in this class will change the way you lead your team, whether it is an internal team, or a team

that includes strategic partners or clients.


About team dynamics

The importance of collaboration and how to foster it

How to build trust and cooperation


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Prerequisites: None

CPE Field of Study: Personnel/Human Resources

CPE Hours: 1

EA/AFSP CE Hours 0



Embracing Tax: One Professional’s Journey

Join Carol King as she shares why she chose to provide tax services to her clients, the benefits and

challenges of a tax practice, and how she manages to keep her equilibrium during tax season.

Instructor: Carol King



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Depreciation and Sale of Business Assets

There are a lot of questions regarding depreciation. Is depreciation optional? When does depreciation

begin? What if you sell the asset? What if you sell your business? What’s the difference between a

repair or an improvement? What is amortization? What does Modified Accelerated Cost Recovery

System mean anyway? Attend this seminar to learn more.

By the end of this class, you will:

Recognize the different types of depreciation methods

Learn the difference between depreciation and amortization

Understand how depreciation affects an asset’s basis

Instructor: Josue Rojas, EA



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



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Build Your Content Marketing Strategy …and They Will Come

Accounting professionals know that the majority of new clients come from referrals. Yet, so many fail to

include referrals sources in their marketing strategy. As a firm owner, I know that it’s in my best interest

to communicate often with our existing referral contacts while also building new referral relationships

that keep our pipeline full. The key to creating a successful content marketing strategy is to consistently

offer information that is truly and inherently useful to your audience—content that if applied

thoughtfully will enhance their operation.

What you will take away from this session:

A starter plan for developing your own content marketing strategy—complete with real‐life

examples.

A sound understanding of the type of content that resonates with existing and potential referral

sources.

Proven, tested content marketing concepts that attract your ideal referral sources and keep

them referring.

Instructor: Darren Root



Prerequisites: None

CPE Field of Study: Communications and Marketing

CPE Hours: 1

EA/AFSP CE Hours 0

Topic Category: Practice Growth (Marketing)


Excel 101: The Spreadsheet Concept

Understanding the underlying principles of spreadsheets is the key to success in using Excel. This session

is designed for the beginner user who wants to fully understand the fundamental concepts in creating

and using spreadsheets ‘from the bottom up.’ Using real‐life examples, you will learn to fully

comprehend the spreadsheet concept, while learning many of the great features that make using Excel

easier.


How to navigate and highlight data like a pro

How to lock “column titles” with Freeze Panes

How to use the ‘Fill’ feature

The difference between ‘dynamic’ and ‘constants’ lists

Many shortcuts for formatting

Instructor: Norman Axelman



Prerequisites: None


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CPE Hours: 1

EA/AFSP CE Hours 0

Topic Category: Productivity Tools


Tendencias Tecnológicas e Inteligencia Artificial que Impactan a la Comunidad Latina Panel – En

Espanol (Technology trends and Artificial Intelligence that impact the Latino Community ‐ Panel)

Adoptar la automatización tendrá un mayor impacto en el equilibrio de los negocios y el estilo de vida

personal para el latino profesional. Siguiendo las tendencias tecnológicas y el ser intencional sobre las

aplicaciones que se seleccionan, como latinos empresarios podemos tener un mayor impacto en la

economía de la comunidad local y crear mejores prácticas en busca del bienestar, tanto en los negocios

como en la vida personal.

1. ¿Cómo puede afectar la automatización el estilo de vida de los latinos trabajadores tanto en sus

negocios como a nivel personal?

2. Conozca las tendencias tecnológicas para la comunidad latina y los Hábitos exitosos para el

major desempeño en el bienestar del mundo empresarial y personal

3. Aprenda cómo puedes afectar intencionalmente la economía de tu comunidad como un

professional en esta era de las máquinas

Moderator: Vanessa Ocampo



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours: 0



1:30 to 3:10 pm

Troubleshooting QuickBooks Online

In this session, you will gain insight into the design and configuration of QuickBooks Online at the

database level including differences between QBO and QuickBooks Desktop. The safeguards and

limitations of the QBO Database will be emphasized. It will examine the basic categories of the more

frequent errors associated with QuickBooks Online and their causes, as well as recommended steps to

resolve such errors. Various tools and utilities which can be used with QuickBooks Online in

manipulating your data will also be discussed

Upon completion of this session, you will be able to:

Recognize the differences between the QuickBooks (Desktop) and QuickBooks Online databases

Identify the safeguards and limitations of the QBO database

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Recognize the major categories of QuickBooks Online errors

Identify ‘troubleshooting’ techniques for: Conversion errors, Operational errors, Banking errors,

Payroll errors.

Identify tools for Safeguarding, Troubleshooting and Manipulating QuickBooks Online Data




Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Automating Bookkeeping Processes with QuickBooks Online's In‐Product Capabilities

Eliminate your data entry with QuickBooks Online’s Automation Tools. QuickBooks Online’s powerful

options make manipulating individual transactions a thing of the past. You will take a deep look at

choosing the right automation settings, training the banking feed, creating banking rules, applying

Vendor A/P discount terms, designing recurring transaction templates including automatic client

payments, using the Reclassify tool, automatically applying credits, and other additional features. Free

up your time to take on more clients!

Upon completion of this session, you will know:

How to choose which automation settings will save time, and which may make life harder

How to automate the Banking Feed to take care of straightforward transactions

How to use Recurring Transactions as templates, and for automating A/R

Which Accountant Toolbox features will save you steps in editing data




Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Troubleshooting QuickBooks Desktop: Cash to Equity (Part 1 of 2)

In this two‐part course, sharpen your QuickBooks troubleshooting skills using QuickBooks Accountant

Desktop 2018.

Have you ever experienced difficulty in troubleshooting or correcting your client's QuickBooks data

entry errors? If you answered yes to this, then you will not want to miss this intensive two‐part course.

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The methods taught will complement the features and tools available with QuickBooks Accountant 2018

Client Data Review and working with your Accountant ToolBox tools when working at the client’s site.

Case studies will be provided to you for your participation during the course to facilitate training based

on actual client file issues. Leave this course more prepared to work accurately and efficiently with your

clients’ QuickBooks files.

In this 2‐part course, you will learn how to:

Automate the finding and fixing of client setup or data entry errors in QuickBooks Desktop

Recognize how to spot errors efficiently when troubleshooting a QuickBooks Desktop file

Reduce manual processes by using tools found with Client Data Review or Accountant ToolBox

access

Instructor: Laura Madeira


Level (Basic, Intermediate, Advanced): Basic, Intermediate and some Advanced concepts

Prerequisites: Knowledge of QuickBooks Desktop


CPE Hours: 2

EA/AFSP CE Hours 0

Topic Category: QuickBooks Technical Training


Enhancing QuickBooks Desktop File Stability & Performance

Explore behind‐the‐scenes considerations involved in QuickBooks installations, the impact of data file

size and methods to accelerate QuickBooks. Learn how certain uses of QuickBooks impact performance,

and best practices for troubleshooting problem issues. The session also covers steps to take to minimize

and prevent data loss along with best practices for backing up QuickBooks files.


Explain how the various database components (Company file, database server, cache memory,

and QB Application) work together

Recognize the relationship between file size and functional list limitations in relationship to

QuickBooks Performance

Review how ‘network’ configuration can impact QuickBooks performance

Diagnose the causes of QuickBooks Performance and File problems

Identify methods for improving QuickBooks Performance

Recognize methods for safeguarding their QuickBooks Data




Prerequisites: None


CPE Hours: 2

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EA/AFSP CE Hours 0



Productivity Tech: Dramatically Increase Your Personal Productivity

The class will open with a look at why you should consider adding new systems to your already hectic

life. We will discuss various productivity methodologies, e.g. InBox Zero and Getting Things Done, that

you can apply. We will take an in‐depth look at apps that can help you solve real world productivity

issues.


Learn the importance of automating daily tasks to reduce stress

Gain an understanding of various productivity methodologies that you can tailor

Gain insight into various apps that can help dramatically increase personal productivity




Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Tech Update

What to do? What to buy? What to watch for? What to avoid? Get your answers in Tech Update where

you will learn about who offers reliable solutions and what is changing the market. Specific topics

included in this session are: technology trends, recommended hardware specifications, applications and

licensing, and security. This session provides concentrated exposure to technology that may reveal

ideas, trends, and options that you had not discovered through your normal channels.

Major Topics Covered

• Hardware and software trends that affect your strategy

• Purchase guidance on what to approve and avoid

• Innovative applications for productivity and security

In this session, you will learn how to:

Describe an optimum computer configuration for an accounting professional

Identify a new Microsoft product that covers licensing for desktop operating systems

and Office

Specify a business case data compliance

List three protection tools to use while connected to the Internet

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Instructor: Randy Johnston



Prerequisites: None

CPE Field of Study: InformationTechnology

CPE Hours: 2

EA/AFSP CE Hours 0



How to Handle a Civil IRS Case

In this "hands‐on" course, you will learn the step‐by‐step process when a Civil IRS Case has been

referred to you. From the first phone call to the final results, learn how this process can expand the

services you provide. You are already doing what it takes to handle these cases, all you need are the

steps and the technique!

Instructor: Dawn Brolin



Prerequisites: None

CPE Field of Study: Taxes

CPE Hours: 2

EA/AFSP CE Hours 0



Advising Non‐Profit Organizations (Part 1 of 2)

Your instructor will show the best methods for tracking and reporting the unique activities of non‐profit

organizations such as 501(c) (3) charities, membership associations, schools and churches. You'll learn

how to properly set up the books and enter common transactions for a typical non‐profit, as well as how

to fulfill internal and external reporting requirements. For each topic, the instructor will address how to

accomplish the task in QuickBooks Online.

In this course, you will:

Gain an understanding of non‐profit organizations and their reporting requirements

Learn how to set up the books for a non‐profit organization

Learn how to process common transactions for a typical non‐profit




Prerequisites: None

CPE Field of Study: Specialized Knowledge

CPE Hours: 2

EA/AFSP CE Hours 0

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Adopting Value Pricing in Your Practice ‐ The First Year

Once you make the decision to switch to value pricing, you spend several months in transition. You

operate two business models at the same time–one to keep the company running and the other to

invest in the future. How can you navigate the journey successfully? What is the first step you should

take? The second?


Where to start in the transition to value pricing

How to talk to existing customers about the transition

How to minimize the financial risk during the transition

What things are necessary to make a successful transition




Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Implementation Consulting Part 1: Technology Design and Process Discovery

In Technology Design and Process Discovery, your instructors will use an interactive case study in a

breakout‐style session to illustrate the essential ingredients of a successful selection of new systems. In

this session, the instructors will guide technology decisions, solutions design, and building a successful

client experience.

n this session, you will learn how to:

• Conduct an effective Discovery process

• Design solutions

• Make systems recommendations

Instructors: Deborah Defer and Jennifer Dymond



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0


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Living the Dream: How You Can Have It All ‐ Round Two

You started a business to get more control over your life, right? But that isn’t the reality for many small

business owners. How do you build a business and, at the same time, live a purposeful life? How do

you do it all?

This course is designed to cover the most challenging concept many business owners face: how to

balance building and running a business and having a meaningful life. Come listen to Stephen King’s life

lessons and learn:

How to define your life’s priorities so work can help you fulfill your higher purpose?

How to make the amount money you want to earn without killing yourself?

Where you should spend your time to achieve those goals?

Through a series of exercises attendees will help figure out:

1. What is “Success”?

2. What services should you provide based on your life goals?

3. Who is your ideal client that should receive those services?

4. What are your priorities in life?

5. How do you spend your work time to achieve those goals?

Case Study – lessons from someone who implemented these lessons in the past year.

Instructor: Stephen King



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Financial Analysis: Expanding Your Value‐Add Services

This session will cover two primary areas, both of which are applicable for accounting professionals in

either private industry or public practice. First, the area of financial analysis, which is rapidly changing

and evolving in the face of a stakeholder environment, will be analyzed in terms of both reporting

implications, and management decision making. Specific examples of operational information leveraged

to help management make better decisions will be analyzed, especially in the areas of integrated and

non‐financial reporting. Second, and building on examples in this presentation, an analysis and

examination of data and information, action steps for accountants and accounting professionals will be

illustrated and highlighted as methods for individuals within the profession to achieve a leadership‐

oriented role. Covering both implications for accountants working within organization, and those serving

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clients, a discussion of how these tools will enable accountants to deliver real time and stakeholder

reporting will round out the presentation.


Identify and analyze the connections between financial reporting and managerial decision

making, specifically as it relates to the changing nature of reporting and analysis in a

stakeholder‐oriented environment.

Approach the conversation related to gathering financial information, reporting such

information, and making decisions based on both financial and non‐financial trends.

Begin a conversation related to financial reporting, and especially the increases in data analytics

as it is linked to financial reporting initiatives

Instructor: Sean D. Smith


Level (Basic, Intermediate, Advanced): Basic to Advanced

Prerequisites: None

CPE Field of Study: Finance

CPE Hours: 2

EA/AFSP CE Hours 0



Excel 102: Basic Formulas & Features

Continuing with the ‘basics’, in this session you will learn about the Sort and Filter features, how to split

up data into separate columns, and how to work with Sheet Tabs.

Formulas are the ‘heart’ of the Excel program. Learn how to use the basic formulas such as SUM,

AVERAGE, MAX AND MIN, and why you may not want to use the ‘Auto Sum’ feature.

Have you ever had a formula not work for you? Learn the fundamental principle of Excel that makes

everything work; gain a clear understanding of Relative Cell References. Find out how to fly through

your work using formulas and shortcuts, and a special trick for when the ‘copy shortcut’ won’t work.


How to use basic Excel formulas under all circumstances

How to make ‘text’ formulas work for you

How to combine cells using ‘concatenation’

How to use the very useful ‘Conditional Formatting’ feature




Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0

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QBO y Más:Como Dominar la Inteligencia Artificial – En Espanol (QBO and Beyond: How you can

leverage Artificial Intelligence)

La Inteligencia Artificial causa incertidumbre en las empresas contables y contables que no comprenden

el impacto del uso de QBO. Sabemos cómo puede sentirse eso, pero tenemos la solución para supercar

este sentir de incertidumbre. Al final de la sesión, se sentirá seguro de las nuevas posibilidades que tiene

en sus manos al usar QBO y tener nuevas fuentes de ingresos con aplicaciones que le harán la vida más

fácil.Con QuickBooks Online, podemos ver el camino para la automatización en la Profesión de

Contabilidad, aprendiendo cómo aumentar la eficiencia a través de esta plataforma. Descubre cómo la

inteligencia artificial genera una profesión basada en los trabajadores con conocimiento quienes tienen

alternativas a diversas situaciones, y esto nos da la ventaja de ser asesores de confianza. Considere su

proceso y comprenda si es una solución efectiva y confiable basada en aplicaciones que ofrecen

resultados. Aprenda a elegir la solución adecuada para usted y / o su cliente.

Instructor: Carmen Manrique & Vanessa Ocampo



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



4:10 to 5:50 pm

Using QuickBooks Online Data Utilities: A ProAdvisor Perspective

This course is aimed at acquainting ProAdvisors with various Data Utilities that can be used with

QuickBooks Online, based around practical uses of 3rd‐party products for manipulating QBO data. An

overview of QBO data access, safeguards, limitations and restrictions will be presented, followed by a

demonstration of multiple data utilities used to import, extract, remove, and safeguard QuickBooks

Online data. Buffer apps that help to maintain data integrity by extracting the desired details from the

various apps and syncing specific details into QBO will be covered.

(3rd party utilities demonstrated in this session may include, but not be limited to, Axis by ZedSystems,

Transaction Pro Importer for Intuit App Center by Baystate Consulting, PDF2QBO by MoneyThumb,

QODBC for QBO by FlexQuarters, Transaction Pro Deleter for Intuit App Center by Baystate Consulting,

ChronoBooks, Zapier, SuperManager and Flowlink.)


Demonstrate an understanding of QuickBooks Online data access methodologies, safeguards,

limitations and restrictions

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Identify and apply practical uses for QBO Import Utilities including iiF data files, Excel/CSV data

files and PDF bank statements

Identify and apply practical uses for QBO Data Extraction Utilities including data integration as

well as data analysis and reporting

Identify and apply practical uses for QBO Data Remover Utilities including removal of specific

data types, restoring a file to day‐one status

Identify and apply practical uses for QuickBooks Online data safeguarding methods to potential

real‐world situations

Identify and apply practical methods for app stacking utilizing buffer/connector apps.



Level (Basic, Intermediate, Advanced): Intermediate to Advanced

Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Automating Bookkeeping Processes: Advanced QuickBooks Online Bank Feeds

Speed up your data entry with QuickBooks Online’s Banking Center. Way more powerful than the tools

available in Desktop, QuickBooks Online’s Banking allows you to train QuickBooks Online through AI and

your own business needs. You will take a deep look at QuickBooks Online’s Banking tools, from features

to quirks. You will explore the interface so that you can batch enter transactions, and undo incorrect

entries. Then you will create Rules based on bank descriptions and dollar amounts. You can even split a

transaction between categories and classes, and add the transaction to the register automatically if you

wish. Tame these amazing options, and use the Banking Center as the control center for your entire

operation.


Train the Banking Feed’s artificial intelligence for accurate data entry

Master the Banking Center tools to control transactions

Automate the Banking Feed by creating Rules, so that you have less work to do




Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



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Troubleshooting QuickBooks Desktop: Cash to Equity (Part 2)

Please see the description for Troubleshooting QuickBooks Desktop: Cash to Equity (Part 1) at 1:30 pm

on Monday, June 18, 2018.



Level (Basic, Intermediate, Advanced): Basic, Intermediate and some Advanced concepts

Prerequisites: Knowledge of QuickBooks Desktop


CPE Hours: 2

EA/AFSP CE Hours 0



Emerging Technologies

The next wave of technology is arriving now and you will need to choose from various technologies and

tools to maintain and improve your productivity. Each emerging technology – among them Artificial

Intelligence, Big Data, and Machine Learning – will be explained including why it is important and how it

works. Additionally, actual products will be used as examples in each category to turn this discussion

from a theoretical overview to a practical selection and how‐to cookbook.

Major Topics Covered

• Why emerging technologies should be considered for business • How each major emerging technology works • What solutions are available for implementation now

Upon completing this session, you will be able to:

• Identify three major emerging technologies • Manage the volume of Big Data

• Specify a business case for machine learning

• List a current use for artificial intelligence

Instructor: Randy Johnston



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



How Effectiveness Trumps Efficiency in Relationship Work

Efficiency, in and of itself, is not a competitive advantage. It is the equivalent of having restrooms. The

differences in firm revenue and profit cannot be explained by efficiency, only effectiveness in customer

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service, as well as the ability to create, communicate, and capture value. Real competitive advantage is

built on effectiveness, not efficiency.

Inthissession,youwilllearn:

The critical difference between effectiveness and efficiency, and how they can be mutually

exclusive

Why there is no such thing as “generic efficiency”—it depends on your objectives and how much

you are willing to pay

Why we can be efficient with things but have to effective with people

How numerical measures can obscure reality, and crowd out judgment and wisdom

The Seven Moral Hazards of Measurements




Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Advising the Retail Industry

The retail industry has a continuous flow of new businesses, even in this “cloud” world. This course will

take you through learning how to relate to prospective clients using terminology they recognize, support

clients with process knowledge specific to the retail industry, and cover important results you should be

reviewing with the client.

In this session you will gain an understanding of:

Retail Industry Terms

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Retail industry workflows

Instructor: Marjorie Adams



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Advising Non‐Profit Organizations (Part 2 of 2)

Please see the description for Advising Non‐Profit Organizations (Part 1) at 1:30 pm on Monday, June 18,

2018.




Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Adopting Value Pricing in Your Practice ‐The Next Year

During the first year of value pricing, you became familiar with the fundamentals. Value pricing is a journey, not a destination. You must continue to grow even in a one or two‐person firm. How can you increase the value you create for customers? What can you do to make innovation the rule, rather than the exception?


How to ensure you continue to learn throughout the year

How to encourage your team to participate in setting prices

How to leverage a "group mind" to foster your innovation

The best way to learn something even before you are ready




Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0


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Implementation Consulting Part 2: Operational Consulting

Operational Consulting will walk you through how to implement a designed solution and build timelines

with clear expectations. Building the story of piloting the chosen technology stack and meeting

deadlines is critical to creating your roadmap. You will come away from this session with the tools

needed to assess your client’s needs and make recommendations for process improvements.


• Implement a designed solution

• Build timelines to set and manage expectations

• Create the roadmap for a successful implementation

Instructors: Deborah Defer and Jennifer Dymond


Level (Basic, Intermediate, Advanced): Intermediate

Prerequisites: Process Consulting Part 1: Design and Onboarding


CPE Hours: 2

EA/AFSP CE Hours 0



Three Decisions that Will Change Your Life

What makes some businesses wildly successful and others struggle to survive? Why do some client accounting service providers struggle, and others are living the dream.

The difference is the “Winners Keep Score” and make “Data-Driven Decisions” that help them thrive. This secret will allow you to transform your practice and help your clients run better, grow faster and make more money.

Learn the three decisions a CEO needs to make and how to provide the data to drive those decisions. Come hear Stephen King, CEO of GrowthForce, share his secret to help businesses make more money.


The three decisions to help a business make more money

How to transform your own practice

Instructor: Stephen King



Prerequisites: None

CPE Field of Study: Business Management & Organization

CPE Hours: 2

EA/AFSP CE Hours 0


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Powerful Marketing Tactics You Can Implement Today

Forget “Marketing 101.” Forget “10 Reasons You Should Marketing Be on LinkedIn.” Forget all the lackluster pseudo‐marketing sessions you’ve attended before only to leave wondering what to do next. Today’s clients are tech savvy and expect a lot from the professionals they choose to work with. From finding you via organic search, to you finding them in their “natural habitats,” this session will provide you with real world tools, tactics, and techniques that you can implement today, whether you’re an army of 1 or a growing team of professionals.

Instructor: Andrea Boccard



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Excel 103: Special Features & Functions

Excel has many special features and functions that allow you to accomplish tasks quickly. For example,

let’s say you have a very large spreadsheet with hundreds of blank rows throughout that you need to

delete, and you cannot sort the data to separate them. What’s the quickest way to accomplish the

task?


Use the amazing Pivot Table to help you summarize data instantly

Instantly delete all blank rows using a special feature

Work with ‘text’ that looks like a number,

Work with multiple columns or sheets at one time

Use advanced filters

Use ‘Comments’

Use ‘Word Wrap’

Remove duplicates

Use ‘Find & Replace’ in some very neat ways




Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0


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¿Qué entidad empresarial es la correcta para usted? 1120S, LLC, 1065 ‐ En Espanol (Which Business

Entity is Right For You? 1120S, LLC, 1065)

Seleccionar el tipo de entidad empresarial es una importante decisión que puede ser la diferencia entre

el éxito, el fracaso, la protección de sus activos y su obligación tributaria. No hay una entidad específica

que sea la ideal para cada uno de los negocios. Su entidad ideal depende de varios factores, incluyendo

su industria, el lugar de su negocio, número de dueños y la estrategia de salida. Este seminario discutirá

los pros y contras de los diferentes tipos de entidades empresariales y la mejor manera de asesorar a sus

clientes.

Al final de esta clase, el estudiante:

Comprendera las diferencias entre los distintos tipos de entidades empresariales

Reconocera las entidades “pass‐through” y sus beneficios

Sera capaz de asesorar a los clientes sobre qué entidad empresarial es adecuada para ellos

Instructor: Andres Santos, EA



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Tuesday, June 19, 2018

7:00 am to 7:50 am


8:00 to 8:50 am

Using QuickBooks Payment Solutions from Swipe to Automation

Speed up your A/R with integrated QuickBooks Merchant Services. Square, Stripe and PayPal may be

familiar and ubiquitous, but they can be hard to manage in QuickBooks. Instead, QB Payments fully

integrates with QuickBooks and QuickBooks Online, saving time and frustration. ProAdvisors even get

wholesale rates, which you can pass on to your customers. Swipe credit cards in the field using the QBO

Mobile App, or GoPayment. Email invoices with a Pay Now button. Create recurring sales receipts that

charge your clients automatically. QB Payments makes it easy for your customers to pay you!

Upon completion of this session, you will know:

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How to sign up for QB Payments and get reduced ProAdvisor rates

How to swipe cards using the EMV readers

How to automate monthly customer payments




Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Tools for Making Relationships Professionally Personal

This session will introduce you to a few of the versatile online tools available to help you strengthen

your client relationships by notifying you or alerting you when your client is mentioned or when you,

your product or your services are mentioned online. In this session, you will learn how to set up Google

Alerts and Facebook notifications to help you keep track of important online "conversations" that

involve you, your brand, or your clients.


Discover the advantages of making client relationships professionally personal to grow your

business

Learn how to setup automatic notifications from Google, Facebook, and LinkedIn to stay up

to date on client activity

Know when your business is mentioned online and engage with posts

Stay top‐of‐mind with your clients through automatic personal touches such as wishing a

happy birthday or congratulating on a job anniversary

Instructor: Davis Snedeker



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Blockchain 101: What are Blockchain and Bitcoin and How Can They Be Used?

This session will cover the history of blockchain technology, what it is, and how it works. It includes the current uses of blockchain technology and potential future uses. In addition, the session will explain what bitcoin and cryptocurrencies are and how they make use of the blockchain technology.

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In this session, you will gain:

Basic understanding of blockchain

Basic understanding of Bitcoin and cryptocurrencies

Awareness of possible future uses of blockchain

Instructor: Nancy Orben



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Do What a Machine Won’t: Run TOWARDS the Risk

In Italian, the word risk derives from risicare, which means “to dare,” which implies a choice, not a fate.

Risk is an economic positive—without risk life has no mystery. There are five responses when

confronted with risk: avoid it, reduce it, transfer it, accept it, or increase it. In the final analysis, a

business cannot eliminate risk. Attempting to avoid risk and uncertainty, as with cost‐plus pricing or

hourly billing, is a self‐imposed ceiling on a firm’s earnings.


The difference between risk and uncertainty

Creating a positive error culture in your firm

The three “actuarial axioms” for dealing with risk

A model for pricing customer transformations that contain risk and uncertainty

The three types of risk a business can take

How embracing risk can increase your profitability




Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Fostering Effective Communications with Clients

With the right approach, giving and receiving honest feedback strengthens client relationships and

makes you a more effective advisor. The “how to” of providing productive feedback in a way that allows

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your client to "hear" you, and showing you how to ask for, and respond to, feedback in a way that will

encourage better communications between you and your client, will be explored.


Encourage two‐way communication with your client

Get more information in a client conversation

Request and respond to client feedback

Share balanced feedback with your client

Instructor: Denise Bailey



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Who Needs an Exit Strategy? Your Clients and You!

The large number of Baby Boomers presents an opportunity of “succession planning” advisory work for accountants. In this session, we will discuss how this type of advisory service fits within the comfort zone of most accountants. Most business owners fall down in strategy execution and accountability, leaving an opportunity for you to assist by offering this vital service. You will also learn that the principles apply to you in your own practice as well.

At the end of this session you will walk away with:

An understanding of why exit & succession planning could be the single biggest driver of your Business Advisory division revenue

An understanding of why you should consider developing an exit & succession plan for your practice

An understanding of how and why this type of client engagement fits in with your comfort zone and how to setup a simple, effective client advisory model.

Instructor: Peter Hickey



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



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Client Transformation ‐ A Landscaper Case Study

This session will explore how ProAdvisor Julie Gilmer applied the principles she learned in the 50% More Profit pilot course to transform a landscaping client. Using principles from the course, she was able to convince a resistant client to work with her on the project to uncover more profitability with this product business. She established her new role with the client as a business advisor, found and configured the data from their QuickBooks file to do the necessary analysis, and built an action and implementation plan to unlock profitability and cash flow in the landscaper's business.


How to establish your role as the client's business advisor

How to address client "push back" and gain compliance in follow‐through

How to develop an accelerated plan to achieve more profitability for the client and your practice.

How to build the monthly accountability relationship with the client AND get paid for it.






CPE Hours: 1

EA/AFSP CE Hours 0



Journey to Becoming a Digital Expert in Your Field

Do you want to be seen as an expert? 86% of businesses seeking to purchase professional services,

research you online before purchasing your services. Typically, those business use 3 to 5 different

sources. What is the consistency of your story? Are you sending mixed messages? Is there a gap

between what your digital reputation says and what you do? This session will provide a road map on

how to become a digital expert in your niche.


Examine what the internet currently says about you

Explore & discuss the steps to build digital reputation in your niche

Exploring the benefits of a strong digital reputation

Instructor: Gale Kirsopp



Prerequisites: None

CPE Field of Study: Communication and Marketing

CPE Hours: 2

EA/AFSP CE Hours 0


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Advising the Restaurant Industry

The restaurant industry is a large segment of the US economy, employing over 10% of the overall U.S.

workforce. There are over 1 million restaurants in the U.S., 70% of which are single‐unit operations

according to the National Restaurant Association. This session covers how to use QuickBooks and

QuickBooks Online to manage restaurant accounting. You will learn tips and tricks for recording daily

sales, handling paid outs, and managing sales tax reporting. You will also gain a better understanding of

issues related to tip reporting.


Use Sales Receipts to record daily sales

Use Custom Fields to improve operational insight

Manage cash paid out of the register

Customize QuickBooks and QuickBooks Online to manage sales tax reporting needs

Understand how to account for tips collected

Instructor: Stacey Byrne



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Designing Content Marketing to Attract Your Ideal Client

They say “Content is King.” We’re going to walk through the key components of great content that will

get you profitable results. Who are you talking to, what kinds of content really work, where should you

post your content? We’ll look at real success stories of business owners just like you who yielded new

business, repeat transactions, and a larger following because of excellent content strategy. Even if you

never considered yourself a great writer, this session will have you generating content like a pro. The

old rules of business and marketing writing are dead. You need to know how to express yourself so that

you’re true to your brand and you’re enticing the right customers. Where does your content go? If

you’re relying only on your website and a social media post or two, you’re missing out and being

completely overlooked. Why planning ahead and following a strategy makes your marketing much

easier to execute, with better results. We’ll give you some content tips to breeze through marketing

activities.


The key components of great content

What kinds of content really work

Where you should post your content

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Instructor: Susana Fonticoba



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Facebook Groups for Business: The Ultimate Beginners Guide

In this class, you will learn the benefits of using Facebook to grow your business. This is an ultimate

guide for beginners to start building groups that are successful. We will discuss the differences between

Facebook and other social media platforms. Then we will deep dive into Facebook etiquette to avoid

headaches and conflicts so you can manage your group successfully. Your instructor will share her tips

and tricks on how her business has grown exponentially through Facebook groups.


Why Facebook Groups are the most effective tool for us

Best practices for building your brand and getting the best ROI

How to be a resource, not a sales pitch. Become the Trusted Advisor

Instructor: Carrie Kahn



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Excel 104: Additional Features and Formulas

Some of the more versatile and powerful formulas and features in Excel allow you to accomplish hours

of work in just a matter of seconds as well as maintain data integrity.


Protect your data by employing levels of protection for cells and worksheets

Use ‘IF’ formulas and nested IF statements using ‘Text’ formulas

Use formulas to analyze data and check for errors

Work with ‘dates’ in Excel




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Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Como la Inteligencia Artificial define la Firma del “Ahora” ‐ En Espanol (How Artificial Intelligence

defines The Firm of “Now”)

La Firma de Ahora es la integración de aplicaciones que manejan información. Aprenderemos como innovar nuestros servicios y como crear un flujo de trabajo personalizado usando inteligencia artificial. La firma de ahora vive en un solo lugar, en cualquier lugar y el la palma de sus manos en hora real.


Aprende cómo proveer una nueva experiencia a tus clientes y prospectos

2. Aprende el impacto y poder detras de servicios innovadores con valor agregado

Aprende a crear flujos e infraestructuras personalizados que cambiará la vida de tus cliente.

Instructor: Carmen Manrique



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



1:30 to 3:10 pm

QuickBooks Desktop Super Geek 101: Database Essentials

This course serves as an introduction to the QuickBooks database. In addition to providing an overview

of ‘how QuickBooks works,” you will also look at the structure of QuickBooks data and data‐table

relationships, as well as the concepts of Master and Target records and database indexes. A look at

QuickBooks use of RAM Cache will also be presented along with the importance of redundancy features

like the QBW.tlg (transaction log) file. The class will also examine QuickBooks Database Corruption, its

forms, causes, and diagnostics along with both QuickBooks (internal) and professional repair

methodologies.

Upon completion of this session you should be able to:

Identify how the various database components (Company file, database server, cache memory,

and QB Application) work together

Explain the concepts of: referenced, source, target, index, and page

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Define data corruption, disk fragmentation, database fragmentation

Identify the most common causes of database corruption

Explain the relationship between the QBWin.log and Verify/Rebuild

Recognize 6 ‘true’ and 1 ‘false’ LVL_Error QBWin.log messages

Identify “when” and “how” to ‘ask for help’ in cases of corruption



Level (Basic, Intermediate, Advanced): Intermediate with some Advanced concepts

Prerequisites: Foundation in QuickBooks Desktop


CPE Hours: 2

EA/AFSP CE Hours 0



Blockchain 102: Blockchain and Artificial Intelligence – Helping Accountants Deliver More Value

This presentation will cover two primary areas, both of which are applicable for accounting professionals in either private industry or public practice. First, the topics of blockchain and artificial intelligence will be analyzed within the context of business decision making – these are buzzwords, but what do they actually represent for the profession? Several real‐world examples of these tools being used in specific accounting circumstances will also be covered. Second, and after highlighting current examples of market utilization, the presentation will cover future possibilities for integrating this technology into business practice. Covering both implications for accountants working within organization, and those serving clients, a discussion of how these tools will enable accountants to deliver real time and stakeholder reporting will round out the presentation. To conclude the presentation, there will be time for Q&A.


With real examples, how AI and blockchain are already reshaping the profession

How to begin having implementation conversations with colleagues and clients

How to analyze and apply the connections between AI, blockchain, and the rising demand for real time and more integrated reporting

Instructor: Sean D. Smith



Prerequisites: Basic understanding of blockchain or attendance of Blockchain 101


CPE Hours: 2

EA/AFSP CE Hours 0



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Using OneNote to Maximize Personal Productivity and Task Management

Using OneNote to organize your personal and work life can greatly enhance your personal productivity.

Many real‐world examples will be used that you will be able to immediately apply in your day to day

processes. Different methods to start capturing all your intellectual capital in your life will be explored,

thus allowing you to first clear your mind and then recall or share any vital information.


Learn how OneNote will help you conquer information overload

Learn that OneNote is just a "virtual three‐ring binder"

Discover ways that OneNote will help you organize your home life

Learn how you can use OneNote to start capturing the intellectual capital for you and your firm

Discover that OneNote could become its own separate revenue billing stream that is unique and

easily value billed

Learn about the different OneNote platforms (PC, Mac, and mobile)

Understand how the cloud plays a role in sharing information with all your devices and other

people in your life

An in‐class demonstration using Office Lens and OneNote will show you how to capture Scaling

New Heights® contact information that includes business cards, pictures, websites and initial

notes in one place

Note ‐ downloading OneNote and Office Lens on your mobile devices before class is recommended.




Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Teach Clients to Value Price

Mastering value pricing is the key to success for your accounting firm. In this advanced session, from the UK best‐selling author Mark Wickersham, you will be shown how to become the expert in value pricing. Small business owners have no idea how to price their products and services. When you show them how you will change their lives you will become the hero, and you will earn very high consulting fees. Mark will show you:

1. The mathematical model behind every business, and which of the 9 drivers of profit is the most powerful;

2. How you can package and promote a highly valuable price consulting service; 3. How to price your service so it becomes the most profitable thing you do; and 4. How to deliver this solution with confidence.


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How to deliver a highly powerful consulting service

A structured system for adding value to every client

A better understanding of what drives the profits of any business




Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Create a Structured Exit & Succession Planning Process with Clients

This session runs deeper into the methodology of creating structured exit and succession plans. It covers in more detail the type of assessments that can be run with clients as well as the ValueMax quadrant analysis.


An understanding of why exit & succession planning could be the single biggest driver of your

Business Advisory division revenue and why it is also important that your practice implements a

plan.

A deep understanding of the consequences of not preparing a plan, and the benefits if a plan is

done well

A “Step by Step” process you can implement with clients.




Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Which Business Entity is Right For You? 1120S, LLC, 1065

Selecting the right business entity is an important decision that could spell the difference between

success, failure, personal asset protection and tax obligations. There isn’t one business entity that is

ideal for every single business. Your ideal entity depends on several factors, including your industry,

location, number of owners and exit strategy. This seminar will discuss the pros and cons of different

types of entities and how best to advice your clients.

By the end of this class, you will

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Understand the differences between various types of business entities

Recognize pass through entities and their benefits

Be able to advice clients on which business entity is right for them

Instructor: Josue Rojas, EA



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Advising the Legal Industry

Legal firms have unique reporting requirements that are governed by the state bar association in which

a lawyer practices law. We will explore some of the more common requirements and how legal practice

software can assist a law firm in being compliant. We will also discuss the consequence to both the

lawyer and you for not being in compliance.


Examine the industry to gain understanding in the power of a state ‘bar’

Define & examine the more common Trust tracking reporting requirements

Examine functions within Legal practice management applications

Examine QBO & legal management software – the partnership • Examine non‐compliance consequences




Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Using Failure to Become a Better Advisor

We all experience failure at one time or another in our career. It's what you learn from a failure that counts. As small business advisors, we tend to accept our successes at face value, but when we have a failure, we agonize over it, and analyze it ad nauseum: what happened, why did it happen, where did I go wrong, and how do I make sure it NEVER happens again?!@? In this session, your instructor will guide you through the process of making the analysis more productive and positive.


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Find the valuable learnings in a "failure situation"

Apply the learnings to future situations

Repair the client relationship

Put the failure into perspective so you can regain your confidence as an advisor




Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



A Guide to Minimizing Malpractice & Cybercrime Claims

This session will provide you with the information and strategies needed to reduce the risk and

consequences of malpractice claims resulting from allegations of professional negligence or misconduct.

The discussion will include real life claims, examples, and tips on how to respond to an allegation of

misconduct or lawsuit. We will also provide strategies on managing the increasing threat of privacy and

security breaches.


Strategies to reduce your risk

How to respond when a client accuses you of misconduct or threatens a lawsuit

How to manage the increasing threat of security breaches

Instructor: John Torvi



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Making, Editing and Uploading Your Own Educational Videos

This session will provide an overview on how to create and edit videos using Camtasia. You will also

learn how you can publish videos in numerous places on the internet and drive traffic to your website.

Instructor: Hector Garcia



Prerequisites: None

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CPE Hours: 2

EA/AFSP CE Hours 0



Excel 105: More Fabulous Formulas & Features

In this session, we continue our survey of Excel’s fabulous formulas and features.

In this session, you will learn how to use the following:

The amazing VLookup formula and how to fix the ‘problem’ when the VLookup does not work

Named ranges

Advanced formulas you can use to check for errors

The MID and FIND formulas to extract information from cells

Goal Seek feature




Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Implementa un Exitoso Modelo de Video Marketing y Redes Sociales para Empresarios ‐ En Espanol

(A Successful Social Media and Video Marketing for Entrepreneurs)

Las Redes Sociales y Video Marketing son divertidas y fáciles. Para nosotros, los empresarios pueden ser

desafiante, pero es imperativo aprovechar la idea y explorar nuevas formas de atraer clientes. Venga y

aprenda como dominar todo acerca de Facebook, Twitter y Video Marketing con Youtube. Adopta e

implementa el proceso en tu negocio con un modelo innovador de mercadotecnia que revolucionará la

forma en que atraes nuevos negocios.


Aprende acerca de las herramientas gratuitas de marketing en línea disponibles para ti con

Facebook, Twitter y Youtube

2. Explora las diferentes posibilidades sobre cómo Video Marketing está impulsando el proceso

moderno de adquisición de clientes

Aprende sobre las aplicaciones gratuitas y las tácticas que te ayudan a automatizar el marketing

para ahorrar tiempo

Instructor: Vanessa Ocampo



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Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



5:20 to 6:10 pm

Building a Business Model around QuickBooks Self Employed

This session introduces the opportunity for accounting professionals presented by the vast Self‐

Employed market. Your instructor will cover the three self‐employed service models/offerings that best

fit this target market and share methods you can use to capture the attention of these potential clients.


How to identify the common characteristics and needs of the Self‐Employed Client

How QuickBooks Self Employed plus QuickBooks Online Accountant can provide solutions for

this type of client

Three Self‐Employed service models/offerings that best fit this target market

Instructor: Mariette Martinez



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Using Microsoft Teams to Improve Your Team's Communications

Microsoft Teams, a new program included with Office 365, allows teams (internal and external) to

consolidate all their communications. You will no longer need to look in your email, text messages,

answering machine, post‐it notes or network files to find information about a specific topic. Organize

information by topic, department or project ‐ instead of by device.


Discuss how disjointed communication has become because of the increasing number of devices

and applications.

Discuss the numerous types of today's communications and the pitfalls inherent with each

Learn how Teams can gather all this communication into one searchable area organized by

topic, department or project

View a demonstration of using Teams including:

o Group conversations, individual chats and video conferencing

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o Integration with OneNote and Microsoft Planner (a to‐do list application)

o Integration with your Outlook Calendar

o Different uses and functions for tabs

Learn to send emails directly into Teams

Learn what Connectors are and how you can use them

Discover how accounting firms and other firms (your clients) can benefit using Teams with real

world examples

Understand that Teams started a "SharePoint" mini site out of the box by doing the setup

behind the scenes

Discuss best practices for setup and usage




Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Accounting for Cryptocurrency Investing and Mining Operations

This session will provide a brief overview of Bitcoin investing and mining. We will walk through how to obtain investment and mining transactions from various sources and set up QuickBooks to record the accounting. We will discuss the tax implications of Bitcoin/cryptocurrency investing and mining.

After attending this session, you will know:

Understand Bitcoin investing and mining

How to obtain transaction information and set up the accounting in QuickBooks

Tax implications of Bitcoin transactions

Instructor: Nancy Orben



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Creating a Delightful Client Base

How do you build delightful client relationships? We want clients who value our expertise, pay their bills on time, and we are happy to talk to when the phone rings. Sometimes things go wrong, and a dream client becomes a nightmare. The client can’t pay you, but you keep working anyway; they hire

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you for one task, yet you get pulled into performing services they aren’t paying for. You want to fire them, but you don’t know how. Many of these problems are preventable if you know some basic risk management techniques.

In this session you will learn

A process for implementing and automating the client screening process

How to automate Engagement Letters

Billing and Collection Procedures

Danger Signals that tell you when it is time to disengage

Instructor: Stacey Byrne



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Everyday Ethics in an Age of Artificial Intelligence

All businesses—and all accountants—have a vested interest in virtue. Business is dependent on the moral and cultural institutions of a free society. The economic and ethical point of a business entity is to serve others. Business is a morally serious enterprise, in which it is possible to act either immorally or morally. It requires moral conduct to thrive in the long run. Yet business ethics means a great deal more than obeying the law and the various accountancy acts and regulations. It means imagining and creating a new sort of world based upon the principles of individual creativity, community, altruism, and the other virtues that make up the soul of enterprise.


What is the social responsibility of business?

Is there a conflict between profit and serving others?

Can artificial intelligence have an ethical core?

What jobs will we want humans to do, regardless of how good machines are?

The Seven Internal and External Responsibilities of a business




Prerequisites: None

CPE Field of Study: Behavioral Ethics

CPE Hours: 1

EA/AFSP CE Hours 0



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Fostering Effective Communications with Your Team

With the right approach, giving and receiving honest feedback strengthens relationships between you and your team members and fosters trust amongst the team. We will explore tools you can use to help you with the “how to” of providing productive feedback internally in a way that allows the person to "hear" you and shows you how to ask for feedback and respond in a way that will encourage better communications between you and your team members.


Encourage two‐way communication within your team

Request and respond to feedback

Share balanced feedback with your client

Establish a plan that strengthens your team

Instructor: Denise Bailey



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



How to Create a One Page Exit & Succession Plan with Clients

This session discusses how to educate your client on exit and succession, and how to create a one‐page exit and succession plan. This session outlines a simplified methodology that accountants can use to work with clients.


A fundamental understanding of the exit & succession planning process

A step by step roadmap that will help you to build a successful business advisory practice using exit & succession planning as the cornerstone

A simple one‐page Methodology and worksheet that can be used with clients




Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



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Re‐engineering a ProAdvisor's Practice ‐ A Case Study in Client Transformation

In this case‐study‐based session, your instructor will cover the main concepts of how to analyze the service set, pricing strategy and client base of a CPA/ProAdvisor/Bookkeeping practice, and identify the “profit leaks” in order to devise an action plan. We’ll discuss how Edwina Glass has built a whole new value‐added service (and branded it under her own label), how she works with clients now and how that’s different than in the past and how her cash generation for her practice has improved dramatically as a result.


How to analyze what’s working/not working in your practice and do this objectively

How to prioritize focus in services offered, pricing strategy, and ideal client acquisition and management. How to refine your practice month after month.






CPE Hours: 1

EA/AFSP CE Hours 0



Establishing & Operating a Remote Office

As a community, we have embraced the wonders of working remotely. What about the rest of your team: how can the team work remotely as one firm? In this session, Gale will share how she operates a 5‐person firm in the highly regulated legal industry: the tasks she outsources, how she hires, the employee agreements required, and the office equipment and applications needed so the team can work remotely, yet together, as 4700Group.


Explore remote office options

Define expectations and required legal agreements

Identify the equipment needed for a remote office

Discuss building a team – how to work as a team – when you’re miles apart.




Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



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Creating and Implementing a Successful Online Marketing Strategy

Finding clients for your practice has never been more challenging. The online environment has transformed the way consumers and businesses interact and engage with each other. From Social Media and Content Marketing to Email and Search Engine Optimization (SEO), there are more marketing channels, tactics, and gurus giving advice these days and ultimately more noise than ever. In this session, we will cut through the noise by taking a holistic view of the online marketing environment. We will look at the most popular players (Facebook, Google, MailChimp) and tactics (Social Ads, Google Adwords, SEO, Content Marketing) to learn which is the best for your practice. You will then be guided through a three‐step process for creating and implementing a marketing plan in your practice.


Learn some history of online marketing and gain a clearer view of where it’s going with automation (i.e., ChatBots)

Get a step‐by‐step marketing strategy that leverages data‐driven results

Learn about what free online marketing tools are available to you

Walk away with an actionable template for implementing a marketing plan into your practice

Gain an understanding of how automation and computer learning are driving the modern client acquisition process

Learn the value of data, and how to leverage it, to produce better marketing results

Learn about how automating marketing tactics can save you time

Instructor: Davis Snedeker



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



10 Keys to Ignite Your Marketing – Build a Foundation for an Endless Flow of Qualified Leads

Marketing is money. It shouldn’t have to be a chore when you have defined a strong plan. In this

session, your instructor will present 10 vital building blocks for a firm marketing foundation to discover

who you want to serve, why you want to serve them, the best words to use to make them want to

connect with you, and the most efficient tools which reach that audience. We discuss why we need to

pay attention to and uncover your value proposition, branding, competition, vision, content and more.


Learn the “trifecta” of marketing – who your ideal clients are; how to speak to them; and where

to reach them.

Understand that branding is more than a logo, and how competition can benefit your business.

Learn the best news – a strong and consistent plan will get you results in the most efficient way

possible. It is possible to work less with better results – as long as you focus on the strongest

marketing power tools.

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Instructor: Susana Fonticoba



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Facebook Marketing: Get Results Without Spending Money

“I have a Facebook group, now what?” In this class, your instructor will share how she was able to grow

her business by successfully leveraging Facebook Groups. You will walk away with action steps to ensure

you are getting a good return on investment of your time. We will share with you how to become an

authority within your group and build trust. When you are done, you will have a successful plan to

engage your Facebook group followers and share valuable content to drive new business.


How much time to invest in managing your group

How to get sales from Facebook Groups without investing in ads

How to grow a healthy thriving group

Instructor: Carrie Kahn



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Excel 106: Special Date Formulas and Data Validation

In this session, you will learn how to use the following:

Special date formulas to find the last day or first day of a month

Data Validation to control user input and create controlled lists

Basic Audit Tools

A number of special features to help make printing easier




Prerequisites: None

CPE Field of Study: Computer Software & Applications

CPE Hours: 1

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EA/AFSP CE Hours 0



Cómo inciar un negocio y mantener sus registros ‐ En Espanol (Starting a Business and Recordkeeping)

Comenzar un negocio podría ser algo estresante. Obtener licencias y permisos, elegir la estructura

comercial adecuada para su negocio, contratar el personal apropiado, todo esto le puede abrumar. Esta

presentación cubrirá la mejor manera de planear su negocio desde el comienzo.


Demostrara una comprensión básica de iniciar un negocio

Aprendera qué licencias y permisos son necesarios para iniciar un negocio

Comprendera lo importante que es el mantenimiento de registros en la ejecución de un negocio

exitoso

Instructor: Antonio Martinez, EA



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Wednesday, June 20, 2018

7:00 am to 7:50 am


8:00 to 8:50 am

Rise of the Human

As technology advances, many accounting professionals fear being replaced by machines and programs

that can perform accounting tasks better and faster than humans. How can we compete?

The answer: Don't compete. We keep hearing that the way to survive the machines is to offer more

advisory services. What does that really mean? They don't teach this stuff in school! Why try to be

better than a computer at computing? A computer will never be able to match your skills at being

human. This session will delve deep into the core qualities and service offerings needed to ensure that

the machines will never make you obsolete.

The key learning objectives for this course include:

Understanding our key competitive advantages against the machines.

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Learn how to develop and use those advantages to create a more rewarding and successful

accounting practice.

Develop your library of learning resources to continue this journey following the conference.

Instructor: Ingrid Edstrom



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Strategy Day: Why My Partner and I Spend 1 Full Day Each Week in Strategy and Planning

This session will highlight the importance of the owners’ job of strategy and planning, and why strategy

and planning grow a company (while doing tax returns does not grow a company). We will discuss the

practical aspects of a Strategy Day – what do you do during the day, and how do you do strategy and

planning.


Why strategy is so important in building a company

What common sense (and uncommon sense) looks like in our profession

Why taking risks is so important for firm building (and how to do it safely)

Instructor: Jason Blumer



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Starting a Business and Recordkeeping

Starting a business can be a stressful endeavor. New licenses and permits, choosing the right business

structure, hiring the right staff, this can very easily be overwhelming. This presentation will discuss the

best ways to plan starting a business from the ground up.

By the end of this class, you will:

Demonstrate a basic understanding of starting a business

Learn which licenses and permits are needed to start a business

Understand how important recordkeeping is in running a successful business

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Instructor: Carlos Lopez



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours: 0



How to Assess and Onboard a New Client

In this session the all‐important phase of gathering the information you need to ensure a successful onboarding of a new client is covered. We will walk through the steps of conducting a detailed discovery of all business operations (including major non‐accounting activities), how to discover a client's wants/needs, conduct an accounting system review, and document deliverables.


Get paid to walk in the door

Scope out Engagements/Ongoing services better (to avoid landmines, traps, gotchas)

Build trust and rapport with the new client

How to price the assessment as value

How to follow up on an assessment and get more work

Instructor: Jonathan Bello



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



The 7 Minute Conversation Every Client Needs to Have Every Month

In this educational breakout session, you will learn how to add power to your advisory services. In one

hour, your instructor will discuss a technique that will help you convert any client, especially that “once

a year” tax client, into a regular monthly or quarterly advisory engagement. No business owner wants

to devote the hours it used to take to understand their businesses financial metrics. But all of them can

benefit from seeing their business through the eyes of the financials a few minutes per month. In this

session, your instructor will show you a few critical items you can discuss with your clients to set them

on the path to more cash in their business. After one conversation, any small business owner will want

to have you on their financial management team.


Identify the most critical measurements of profitability in a small business

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Learn how to have a quick, but meaningful conversation about the numbers

Introduce advisory services to all of your clients in one simple step

Set them up for success in making more money or getting a financing request approved

Instructor: Mike Milan



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Nuts & Bolts of Preparing a Business Plan with the End in Mind

A Business Plan, if done correctly, should be your Blueprint to build your company and your NAV‐System to run your company over the next several years.


How to create a proper and REALISTIC Business Plan for your business, whether it is ongoing or planned in the future.

How to avoid having a “Pie in the Sky” Business Plan

What is your END goal of why you started your business?

Mistakes people make in preparing a Business Plan

Instructor: Bob Lamp’l



Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Understand Your Client’s Personality and Communication Styles to Increase Effectiveness

Personality Types, both ours and our clients, affect our communication styles, and our effectiveness in

working with our clients and even our team members. In this session, Carla Caldwell with Caldwell

Consulting & Training, will identify 4 basic personality types and how they may interact, perceive each

other, and how to best communicate with each one. We’ll discuss possible ways to modify our

communication style for maximum effectiveness with particular clients, as well as our own team

members, in order to be more effective.


Identify the 4 main personality profiles of DISC

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Determine the common traits of each profile

Discuss ways to communicate effectively with each personality type




Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



How to Make Toast: A Unique Perspective on Process Design

How do you solve your biggest, most complicated problems at work? In every organization, successful

process design and implementation are keys to more effectively moving the organization forward.

During this fun session you will be presented with a lighthearted take on the simple (not so simple?)

process of making toast as an example of how you and your team can implement effective systems

thinking and design collaboration. The goal of this engaging session will be for you to gain knowledge on

how to organize and perfect processes that will promote clarity, engagement, and alignment for you and

your team.


Design and understand the process

Recognize where the process breaks down and how to fix it

Learn how to design the process within a group




Prerequisites: None


CPE Hours: 1

EA/AFSP CE Hours 0



Excel 107: Macros – Get Ready to Automate

When you have a lot of work to do that is repetitive, Macros are your best friend!

Learn how to:

Record macros to automatically clean up reports (formatting, deleting or hiding columns or

rows, entering formulas)

Create a shortcut key or button to run your macro

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Prerequisites: Basic knowledge of Excel


CPE Hours: 1

EA/AFSP CE Hours 0



Depreciación y venta de activos ‐ En Espanol (Depreciation and Sale of Business Assets)

Existen muchas preguntas sobre la depreciación. ¿Es la depreciación opcional? ¿Cuándo empieza la

depreciación? ¿Qué pasa si vende el activo? ¿Qué pasa si vende su negocio? ¿Cuál es la diferencia entre

una mejora y una reparación a una propiedad?, ¿Qué es la amortización? ¿Qué significa el método

acelerado de recuperación del costo modificado? Asista a este seminario y aprenda mucho más.


Reconocera los diferentes tipos de métodos de amortización

Conozera la diferencia entre depreciación y amortización

Comprendera cómo la depreciación afecta a la base de un activo

Instructor: Andres Santos, EA



Prerequisites: Basic knowledge of Excel


CPE Hours: 1

EA/AFSP CE Hours 0



1:30 to 3:10 pm

QuickBooks Desktop Super Geek 201: Differential Diagnosis

This course expands upon the principles instructed in QuickBooks Database Essentials. Using case

studies, you will examine various techniques for differentially diagnosing the causes of QuickBooks

problems ranging from poor performance to scrambled data. The course will also provide an in‐depth

look at the QBWin.log file and the various diagnostic and error messaging the log provides. Potential

resolution and repair steps for data corruptions identified in the QBWin.log file will also be discussed. If

you have an unsolved QBWin.log file, bring it for discussion during Questions & Answers, or after the

session.

Upon completion of this session, you should be able to:

Define ways to safeguard a QuickBooks ‘crime scene’

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Interpret the ‘clues’ of QuickBooks incidents

Differentially diagnose QuickBooks problems

Interpret QBWin.log file error messages, and

Identify ways to resuscitate your QuickBooks data file



Level (Basic, Intermediate, Advanced): Intermediate/Advanced

Prerequisites: Solid understanding of QuickBooks Database Essentials or attendance of QuickBooks Desktop Super Geek 101: Database Essentials


CPE Hours: 2

EA/AFSP CE Hours 0



Troubleshooting Apps Integration: Identify, Correct and Prevent

This session will teach you what to do when apps integration goes wrong. You will learn how to identify, correct and prevent common integration mistakes such as duplicate data import, incorrect mapping, and failed connections. You will also learn best practices to use when integrating multiple apps with QuickBooks.

In this session you will learn to:

Recognize common errors in apps integration with QuickBooks

Identify strategies to correct apps integration errors with QuickBooks

Identify best practices when integrating multiple apps with QuickBooks




Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0

Topic Category: QuickBooks Online and Apps Technical Training


QuickBooks Enterprise Solutions Advanced Inventory (Part 1 of 2)

This 2‐part course will cover the Intuit‐developed add‐on application called “Advanced Inventory” that

includes multi‐location tracking, serial number tracking or lot tracking, and FIFO inventory valuation.




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Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Using Microsoft OneNote to Start Your New Niche Value Billing Revenue Stream

Using OneNote can not only improve organization in your life, but it can also improve your clients. Learn

how to turn OneNote consulting into a niche‐driven, value‐added and completely unique skill that will

allow you to general new revenue from both existing clients and more importantly new clients. From

Fortune 500 companies to individual households, everyone helps help with organizing their life. You can

become THE expert that helps them reach that goal. This might be the foot in the door because, they

might already have a bookkeeper, but do they have an information expert?


Understand the potential of how OneNote can greatly impact you and your clients work

processes by reviewing a QuickBooks Online manual that can be setup and customized in an

afternoon.

Learn about Process Action Maps ‐ checklists that tell you (or client) what, where and how to do

their jobs

Learn how to start gathering and prioritizing overall task information from your clients.

Learn how you can use outlines within OneNote to quickly gather and organizing step and sub

steps

Learn how to use OneNote tables to create dynamic and organizing pages

Show that hyperlinks can create action thus saving time for even the experienced users.

Learn how to add YouTube videos into a manual page that can further explain the process




Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Advising the Medical Industry

Join Carol King as she gives you the prescription for being successful with clients in the Medical Industry,

including terminology, workflow, processes, and information specific to the accounting requirements of

the industry.

Upon completion of this session, you will:

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Understand HIPPA requirements

Understand the “culture” of a medical practice

Learn about the accounting challenges and best practices for dealing with them

Learn about billing software that integrates with QuickBooks

Learn about benchmarks for the medical industry

Instructor: Carol King



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Advising the Contractor Industry (Part 1 of 2)

In this two‐part QuickBooks Desktop for Contractors class, you will learn how to “walk the talk”, helping you connect with the contractor and gaining credibility with a new prospect in this industry. When you finish the course, you will know how to use the terms your client uses in their business, how to properly setup QuickBooks and how to troubleshoot for proper job, and corporate profitability, reporting.

Learn more than just how to use QuickBooks for the construction industry, learn about what their business needs are. This industry is very financially rewarding for the accounting consultant, and offers you the opportunity to create a niche market for yourself.

In these sessions, you will:

Learn about the business needs of the contractor type business

Participate in making judgements about the reviewd data

Gain expertise that will help you create a niche serving the construction business


Length (in minutes): 100 minutes


Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Scaling with Purpose: How to Strategically Hire and Develop High Performing Teams

Hiring, developing, and motivating high‐performing teams is a chief concern among growing and established practices—and one often without an easy answer. You will get an insider perspective from the team that defined what it means to successfully scale and structure teams in tandem with their growth to 100+ employees (and counting)—and in the virtual world

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nonetheless. From how to assess cultural fit and competencies to how to truly motivate and develop teams, learn tactics and techniques to improve your hiring and team management processes.

Instructor: Lisa Archetti



Prerequisites: None

CPE Field of Study: Personnel and Human Resources

CPE Hours: 2

EA/AFSP CE Hours 0



Providing Exceptional Customer Service

Great customer service starts from the inside out. Proactively manage your firm’s service delivery workflow to create efficiencies in your firm in order to improve profitability and strengthen your ability to provide exceptional service to your clients. This course will furnish you with sample checklists and invaluable guidance. It focuses on designing and developing solid internal systems and workflows for both your firm’s internal processes and the services it offers, including the onboarding of new clients, managing client work and support, and guarding against scope creep.

In this session you will learn to:

Recognize the importance of defining your processes

Determine how best to address client support & communication

Discover how to implement a system to manage your workflow

Instructor: Laura Redmond



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



How to Handle a Criminal IRS Case

This "hands‐on" course will provide you with the step by step process when a Criminal IRS Case has been referred to you. From the first phone call to the final results, learn how this process can expand the services you provide. You are already doing what it takes to handle these cases, all you need are the steps and the technique!




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Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Restructuring Your Sales Process for Success

Do you have a clearly defined sales funnel? Could you scale it, replicate it and train it—without diluting the ability to convey value? The most successful sales processes can—and this session will lead you step‐by‐step through everything you need in place to improve your sales metrics across the board, from close rate to client retention. Learn practical tactics you can implement right away so prospective clients never question your proposals again.

Instructor: Bill Gerber



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Excel 108: Visual Basic for Applications (VBA) (Part 1)

(This is when the real fun starts!)

Learn how to use the Macro Editor; create ‘Message Box’ and ‘Input’ boxes, and how to program your

own code to automate repetitive tasks. Also covered is how to use ‘IF’ statements in VBA.

Case Study

Manipulate a ‘vertical’ list of addresses and set it up so it can be used for a mail merge.



Level (Basic, Intermediate, Advanced): Advanced

Prerequisites: Knowledge of Excel


CPE Hours: 2

EA/AFSP CE Hours 0



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Inteligencia Artificial y las Conexiones Humanas – En Espanol (Artificial Intelligence and the Human

Connection)

La Belleza de “La comunicación humana y la tecnología” que nos une en comunidades a las personas

que piensan similarmente. Esta nueva tecnología nos ayuda a crear un flujo organizado de

conversaciones productivas. Hay un lugar donde todo esto se produce y se aplica, al encontrar las

respuestas que necesitamos. Las aplicaciones son integradas en las relaciones humanas creando canales

privados de los intereses de cada individuo y manteniendo conversaciones organizadas en equipo en un

ambiente artificial. Expresa aprecio por el cliente: reconozca sus metas profesionales y personales, las

maquinas nunca comprenderán el valor de las personas, trascendemos debido a que las conexiones

humanas son tan importantes. Exploremos las aplicaciones que nos mantienen cerca como NIMBLE ‐

SLACK ‐ ASANA – PENZU.

Creando conexiones y amistades sin perder el enfoque de nuestros propósitos.

Aprendiendo a cooperar, contribuir y compartir nuestros conocimientos.

Siendo mas eficientes y productivos usando inteligencia artificial evitando demasiados emails.

Instructor: Carmen Manrique



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



4:10 to 5:50 pm

QuickBooks Enterprise Solutions Advanced Inventory (Part 2 of 2)

Please see description in QuickBooks Enterprise Solutions Advanced Inventory (Part 1) at 1:30 pm on

Wednesday, June 20, 2018.


Length (in minutes): Two 100‐minute sessions


Prerequisites: None


CPE Hours: 2 per session for a total of 4

EA/AFSP CE Hours 0



Challenging Our Own Thinking about the Nature of Disruption

For this final session of Scaling New Heights 2018, this is an amazing opportunity to discuss and apply

the ideas you have been picking up. Some of these ideas may be new and even intimidating, and we

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want to make sure that you have the tools to move forward in applying them in your practice. Join

several breakout instructors for an interactive, discussion‐based brainstorming session focusing on the

changes in our industry. Together we will challenge our assumptions about Disruption (Disruption = a

radical Change in an industry, business strategy, etc. as the result of an advance in technology), ask the

deep questions that lead to more questions, and create new learning opportunities based upon the

experience of all participants. Supportive reflection with others can be a great way to shift our thought

patterns, and we will work together to create a fertile environment for the growth of new ideas. This

will be a supportive facilitated discussion where all ideas are welcome. After a brief introduction,

participants will break into groups with the facilitators to discuss different questions, and participants

may move from group to group. There will be time at the end for everyone to come back together, and

the facilitators will report on the key breakthroughs of each group for the benefit of all. Seating will be

limited, so please pre‐register.

The key learning objectives for this course include:

Move past anxiety related to change in the industry.

Apply new ideas in conversation to solidify them in your understanding.

Discover and offer strategies with other accounting professionals, wrapping up your conference experience with clear action items.

Moderator & Panelists: Ingrid Edstrom



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Embracing the Machines: Why I Am Optimistic about the Future (and You Should Be, too)

Are you a pessimist or an optimist with respect to the changes becoming possible from increased

automation? Economic history teaches there is more reason to be optimistic, as technological advances

dramatically increase our standard of living, usher in dynamism and innovation, and accelerated wealth

creation. It’s also why you must continually challenge your firm’s business model. As more and more

tasks become automated, your firm’s competitive advantage is going to depend, more than ever before,

on your strategy and positioning in the marketplace. And the essence of strategy is choosing what not to

do.


The Five Most Important Questions for any organization

How machines and humans are complements, not substitutes

Generalist vs. Specialist—the debate is over

The Seven Secrets of Success from the World’s Greatest Professional Firms

The six transformational questions that will take your firm to the next level

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Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0


Ways to Tame the Machines: Transcend and Embrace!

Advising the Contractor Industry (Part 2 of 2)

Please see description in Advising the Contractor Industry (Part 1) at 1:30 pm on Wednesday, June 20, 2018.


Length (in minutes): 100 minutes


Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



A How‐To Guide in Process Discovery and Refinement

Learn how to observe, create, re‐design and implement the processes that drive your firm. In a group hands‐on activity, you will learn how to re‐design plus leverage and tune best in class processes that the most successful firms use today to work within your own firm. Come out with not only a recipe to dramatically improve your bottom‐line but have processes in hand to help drive your topline.

In this session you will:

Learn how to derive and document your existing processes

Learn how to create an overview and detail process map to enable reinvention

Gain hands‐on experience through reinvention using the “Ramen Soup” example

Learn how to move updated processes into actionable checklists

Instructor: Ian Vacin



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



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Advanced Value Pricing: How to Calculate a Profitable Price Without Timesheets

Customers hate the uncertainty of hourly prices. How do you come up with a fixed, value‐based price up front that ensures you will make a profit? In this session, Mark Wickersham will take you through advanced pricing techniques, including:

1. the concept of Optimal Pricing and how you use it to maximize your profit, 2. how to use price psychology so that price resistance melts away, and 3. the 7 types of questions you must ask to understand the scope of work and what your client

values.


How to discover the maximum price any customer is willing, and able, to pay

Why your clients have no idea what the right price is, and how you can use that to your advantage

What questions to ask a client so you come up with the right price




Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



How to Handle a Fraud/Forensic Case

This "hands‐on" course will provide you with the step‐by‐step process when a Fraud or Forensic Case

has been referred to you. From the first phone call to the final results, learn how this process can

expand the services you provide. You are already doing what it takes to handle these cases, all you need

are the steps and the technique!




Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Creating a Comprehensive Marketing Plan

With so many different moving pieces, developing an effective marketing plan can seem overwhelming. It’s difficult to know where to start. In this session, you will explore the individual

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components of marketing in today’s world and how to bring those parts together into a comprehensive, and cohesive marketing plan for your firm.


Clarify services, packages and pricing

Identify your target market

Cultivate referral relationships

Incorporate local marketing into your plan

Incorporate social media into your plan

Instructor: Michelle Long



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0



Excel 109: Visual Basic for Applications (VBA) (Part 2)

Case Study 1: You have a file with thousands of entries including ID numbers, dates and amounts, and

you need to indicate which records are duplicates based on three criteria:

ID number

Date

If the amounts are exact reciprocals

Case Study 2: You need to import into QuickBooks an Excel file, but the data in the file is not complete.

Use VBA to automatically fill in all required cells.


Using the two case studies, you will learn how to:

Use IF logic in VBA and how to how to use ‘For and ‘Next program code

‘Loop’ within the program



Level (Basic, Intermediate, Advanced): Advanced

Prerequisites: Knowledge of Excel


CPE Hours: 2

EA/AFSP CE Hours 0



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QuickBooks Online y las Apps Estratégicas en la palma de tu mano – En Espanol (QuickBooks Online

and Strategic Apps on the Go!”

La realidad es que la Inteligencia Artificial está aquí. Lo que decidamos hacer con ella es lo que definirá

el futuro de nuestra empresa. Aprender cómo usar la tecnología para su ventaja es lo que marca la

diferencia. La aplicación QBO está lista para usar y reducirá su tiempo en la oficina y su proceso de doble

entrada. La integración con otras aplicaciones hará que su empresa sea más fuerte y su proceso más

eficiente.QuickBooks Online está listo para usted y al alcance de su mano. Aprenda sobre cómo crear

cotizaciones y facturas para clientes de manera móvil, incluidas las firmas de aprobación. Elimine la

doble entrada usando la cámara de su aparato móvil para tomar fotos de los recibos. Reciba pagos en

breve con su sistema móvil de tarjeta de crédito. Demostraré cómo hacer esto y mucho más para

reducir su trabajo en la oficina y poder dedicarse más a su familia.

Aplicación Móvil de QuickBooks Online presentada en vivo con todas sus características

Crea conmigo cotizaciones, recibos de ventas, facturas y pagos de facturas

Demostración en vivo sobre cómo reducir el proceso con otras Aplicaciones Estratégicas

vinculadas a QBO on the Go

Instructor: Vanessa Ocampo



Prerequisites: None


CPE Hours: 2

EA/AFSP CE Hours 0

Topic Category: QuickBooks Online and Apps Technical Training


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