conference schedule and sessions - acctivate · 2018-01-28 · quickbooks desktop database...

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Schedule and Sessions

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Contents Saturday – June 20, 2015 (Pre‐Conference Event) – Separate Registration Required ....................................................... 7

Sunday – June 21, 2015 ....................................................................................................................................................... 7

Monday – June 22, 2015 ..................................................................................................................................................... 8

Tuesday – June 24, 2015 ..................................................................................................................................................... 9

Wednesday – June 24, 2015 ............................................................................................................................................. 10

Sunday, June 21, 2015 .......................................................................................................................................................... 11

12:00 PM ........................................................................................................................................................................... 11

Successful Implementations from A‐Z (Part 1) ............................................................................................................. 11

QuickBooks Desktop Database Essentials ..................................................................................................................... 11

Mastering QuickBooks In‐Product Reports ................................................................................................................... 11

Intuit: How We Innovate ‐ An Introductory, Skill Learning Session ............................................................................. 12

Here to There: 5 Key Steps in the ProAdvisor's Journey to Professional Greatness (Part 1) ....................................... 12

Invisible Strategies & Tools to Make You a Better Negotiator ..................................................................................... 13

TSheets PRO Certification ............................................................................................................................................. 13

Legrand CRM Certification (Part 1) ............................................................................................................................... 13

2:00 PM ............................................................................................................................................................................. 14

Successful Implementations from A‐Z (Part 2) ............................................................................................................. 14

Train the Trainer to Train: A Sampler ........................................................................................................................... 14

Using QuickBooks Reports as an Actionable Management Tool .................................................................................. 15

Building the Modern Firm – Catching the Winds of Change ........................................................................................ 15

Here to There: 5 Key Steps in the ProAdvisor's Journey to Professional Greatness (Part 2) ....................................... 15

Saving Hours of Data Entry: a Guided Tour of Karl Irvin's q2q Tools ........................................................................... 16

Multi‐State Sales Tax Compliance 2015 ........................................................................................................................ 16

Legrand CRM Certification (Part 2) ............................................................................................................................... 16

Monday, June 22, 2015 ......................................................................................................................................................... 17

7:00 AM ‐ Power Breakfast Sessions ................................................................................................................................. 17

Omni Channel, Supply Chain & QuickBooks. Helping Your Customer Make Sense of It All! ........................................ 17

Market Innovation Update with Chris Farrell, CEO of Tallie ......................................................................................... 17

Scaling Your Practice with Bill Automation ................................................................................................................... 18

Technology and the Evolution of Cash Flow Management .......................................................................................... 18

Unlocking QBO to Transform how Accountants and Clients Collaborate..................................................................... 18

Advancing Your Practice: Sandi Leyva’s Six Hottest Practice Management Strategies to Get Ahead in Your

Accounting Business ..................................................................................................................................................... 19

8:00 AM ............................................................................................................................................................................. 19

Getting to Know QBO (QBO Cert. Exam Prep. Part 1) ................................................................................................... 19

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Introduction to QuickBooks Desktop (ProAdvisor Cert. Exam Prep. Part 1) ................................................................ 19

QuickBooks Desktop Advanced ProAdvisor Cert. Exam Prep. (Part 1) ......................................................................... 20

Increasing File Performance and Stability ..................................................................................................................... 20

100 Minutes with Intuit: QuickBooks Online and QuickBooks Online Accountant ...................................................... 20

QuickBooks Enterprise Solutions Advanced Reporting ................................................................................................ 20

QuickBooks for Professional Services ........................................................................................................................... 21

Detecting and Preventing Accounting Fraud ................................................................................................................ 21

BPO Practice Management Roadmap ........................................................................................................................... 21

SOS Inventory: Inventory, Order Management, and Manufacturing for QBO ............................................................ 22

Becoming Your Client's Controller and CFO .................................................................................................................. 22

Reintroducing QuickBooks Point of Sale ....................................................................................................................... 22

Excel Techniques for Increasing Productivity ............................................................................................................... 23

Method: Why Method is the #1 CRM for QuickBooks.................................................................................................. 23

12:10 PM ........................................................................................................................................................................... 24

Processing Transactions and Understanding Reporting in QBO (QBO Cert. Exam Prep. Part 2) .................................. 24

Setting up and Customizing a Data File in QuickBooks Desktop (ProAdvisor Cert. Exam Prep. Part 2) ....................... 24

QuickBooks Desktop ‐ Advanced ProAdvisor Cert. Exam Prep. (Part 2) ....................................................................... 24

QuickBooks on the Local Area Network ‐ Best Practices .............................................................................................. 25

100 Minutes with Intuit: Beyond QuickBooks Online: Desktop Apps, Mobile Apps and 3rd Party Apps .................... 25

QuickBooks Enterprise Solutions Advanced Reporting Lab .......................................................................................... 25

OfficeTools WorkSpace™ ‐ Automating Firm Management ......................................................................................... 25

Creating Work ‐ Life Harmony (Part 1) ......................................................................................................................... 26

Developing Business for your BPO Practice: How to scale with the right customers ................................................... 26

SOS Inventory: Workflow Automation and Client Customization ............................................................................... 26

How to Create Your Own Outsourced Controller/CFO Division ................................................................................... 26

What Every ProAdvisor Should Know about QuickBooks Point of Sale powered by Revel Systems ............................ 27

Excel Functions & Formulas .......................................................................................................................................... 27

Method: Made for Me App Showcase .......................................................................................................................... 28

4:20 PM ............................................................................................................................................................................. 28

Troubleshooting in QBO plus Apps to Expand Functionality (QBO Cert. Exam Prep. Part 3) ....................................... 28

Sales & Receivables in QuickBooks Desktop (ProAdvisor Cert. Exam Prep. Part 3) ..................................................... 28


Getting Clients to Say Yes to Cloud Apps ...................................................................................................................... 29

100 Minutes with Intuit Desktop .................................................................................................................................. 29

QuickBooks Enterprise Solutions Advanced Reporting Lab .......................................................................................... 29

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Featured Breakout with Frank Abagnale ...................................................................................................................... 30

Value Pricing Case Study: How we evaluated and converted clients from hourly billing to value pricing .................. 30

Building a Consulting Practice Using SOS Inventory and QBO ...................................................................................... 30

Key Steps to Growing Your Outsourced Controller/CFO Practice ................................................................................ 30

Social Media: No Longer an Option ............................................................................................................................. 31

Excel’s Best Commands ................................................................................................................................................. 31

Method: Non‐Profit Solution Deep Dive ....................................................................................................................... 31

Tuesday, June 23, 2015 ......................................................................................................................................................... 32


ScanWriter: High‐Powered Data Entry Automation for Accountants .......................................................................... 32

SalesPad presents: Inventory ‐ the Evolution of Your Largest Asset ............................................................................ 32

Helping Your Retail Clients Increase Sales and Grow, While Making Your Job Easier! ................................................ 33

Making Cloud Accounting Profitable with Laura Redmond and Expensify ................................................................... 33

Optimizing Your Customers' Workflows ....................................................................................................................... 34

Leveraging the Cloud to Grow and Expand Your Business ........................................................................................... 34

12:10 PM ........................................................................................................................................................................... 34

Determine when QBO is Right for the Client and Best Practices for Converting (Adv. QBO Cert. Exam Prep. Part 1) 34

Disbursements, Payables & Banking Plus Job Cost in QuickBooks Desktop (ProAdvisor Cert. Exam Prep. Part 4) ..... 35


Mastering Inventory in QuickBooks Pro and Premier ................................................................................................... 35

Featured Breakout: Intuit Executive Symposium ........................................................................................................ 35

Best Practices for Converting QuickBooks Desktop to QuickBooks Online .................................................................. 36

QuickBooks Desktop for Contractors (Part 1) ............................................................................................................... 36

Streamline your Practice with QuickBooks Workhub for Accountants ........................................................................ 36

Creating Work ‐ Life Harmony (Part 2) ......................................................................................................................... 37

LivePlan Expert Advisor Certification (Part 1) ............................................................................................................... 37

Risk Management for Accounting Professionals: Avoiding the Pitfalls & the Claims .................................................. 37

Excel PivotTables & PivotCharts .................................................................................................................................... 37

Method: CRM Deep Dive (Part 1) ................................................................................................................................. 38

What Every ProAdvisor Should Know about QuickBooks Point of Sale powered by Revel Systems (Repeat) ............. 38

2:30 PM ............................................................................................................................................................................. 38

Optimize QBO and Work Smarter (Adv. QBO Cert. Exam Prep. Part 2) ........................................................................ 38

Setting up and Using Payroll & Time Tracking in QuickBooks Desktop (ProAdvisor Cert. Exam Prep. Part 5) ............. 39


Client Data Review ........................................................................................................................................................ 39

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100 Minutes with Intuit Tax Online .............................................................................................................................. 39

Finding your Niche: How to position your brand in a busy market ............................................................................. 40

QuickBooks Desktop for Contractors (Part 2) ............................................................................................................... 40

Streamline your Practice with QuickBooks Workhub for Accountants (Repeat) ......................................................... 40

What to do when a Notice comes from the IRS ............................................................................................................ 40

LivePlan Expert Advisor Certification (Part 2) ............................................................................................................... 41

Consulting Strategies for QuickBooks Mid‐Market ....................................................................................................... 41

Summarizing Data with Excel ........................................................................................................................................ 41

Method: CRM Deep Dive (Part 2) ................................................................................................................................. 41

Setting up the Hardware and Backend for QuickBooks Point of Sale powered by Revel Systems .............................. 42

Wednesday, June 24, 2015 ................................................................................................................................................... 42


Closing the Loop: From standalone QuickBooks or QuickBooks Online to Advanced Inventory Control and Website

Integration .................................................................................................................................................................... 42

Tips & Tools to Modernize your Practice ...................................................................................................................... 42

How to Get the Most out of Your Portal Year Round ................................................................................................... 43

How to Help Steal Back Time for Your Clients in 5 Easy Steps ...................................................................................... 43

12:10 PM ........................................................................................................................................................................... 43

Special Transactions and Reporting in QBO (Adv. QBO Cert. Exam Prep. Part 3) ........................................................ 43

Reporting and Other Communications in QuickBooks Desktop (ProAdvisor Cert. Exam Prep. Part 6) ........................ 44

Introducing QuickBooks Enterprise 2015 (QBES 2015 ProAdvisor Cert Exam Prep Part 1) .......................................... 44

QuickBooks Enterprise Solutions Advanced Inventory (Part 1) .................................................................................... 44

100 Minutes with Intuit Payroll .................................................................................................................................... 45

QuickBooks Desktop for Non‐Profits (Part 1) ............................................................................................................... 45

QuickBooks Desktop Super‐Geek .................................................................................................................................. 45

What Every ProAdvisor Should Know about QuickBooks ............................................................................................. 45

Diagramming Workflow in Client Engagements (Part 1) .............................................................................................. 46

Building a High Value, High Efficiency Workflow with SmartVault ............................................................................... 46

IFSM & QBO Integration: Dispatching, Scheduling, and Business Process Simplification ............................................ 47

Excel: Working with Imported Data ............................................................................................................................. 47

Method: Personalization 1 ‐ Tables and Screens .......................................................................................................... 47

Introducing QuickBooks Point of Sale Desktop 12.0 (QB POS Desktop 12.0 PA Cert Exam Prep ‐ ............................... 48

Part 1) ............................................................................................................................................................................ 48

2:30 PM ............................................................................................................................................................................. 48

Complex Problem Solving in QBO (Adv. QBO Cert. Exam Prep. Part 4) ........................................................................ 48

Year‐End Procedures and Periodic Tasks in QuickBooks Desktop (ProAdvisor Cert. Exam Prep. Part 7) ..................... 48

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Add Ons QuickBooks Adv. Inventory, Adv. Pricing, and Adv. Reporting (QBES 2015 ProAdvisor Cert Exam Prep Part

2) ................................................................................................................................................................................... 49

QuickBooks Enterprise Solutions Advanced Inventory (Part 2) .................................................................................... 49

100 Minutes with Intuit: QuickBooks Enterprise ......................................................................................................... 49

QuickBooks Desktop for Non‐Profits (Part 2) ............................................................................................................... 49

QBO Consulting Strategies ProAdvisor PANEL .............................................................................................................. 50

Moving From Bookkeeper to Trusted Advisor .............................................................................................................. 50

Diagramming Workflow in Client Engagements (Part 2) .............................................................................................. 50

When and How to Leverage QBO to Streamline Client Accounting Services ............................................................... 50

Turbocharge QuickBooks with Project Accounting....................................................................................................... 50

Intuit Field Service Management Level 1 Certification Prep Class................................................................................ 51

Excel Macros ‐ Automating Your Workflow with Visual Basic for Applications (Part 1) ............................................... 51

Method: Personalization 2 ‐ Customization & Actions (Part 1) .................................................................................... 52

Daily Operations with QuickBooks Point of Sale Desktop 12.0 (QB POS Desktop 12.0 PA Cert Exam Prep ‐ Part 2) . 52

4:20 PM ............................................................................................................................................................................. 52

QBO and Advisory Services (Adv. QBO Cert. Exam Prep. Part 5) .................................................................................. 52

What's New in QuickBooks Desktop for 2015 (ProAdvisor Cert. Exam Prep. Part 8) ................................................... 53

Consultation, Installation, and Implementation with QuickBooks Enterprise 2015 (QBES 2015 ProAdvisor Cert Exam

Prep – Part 3) ................................................................................................................................................................ 53

QuickBooks in Your Own Private Cloud ........................................................................................................................ 53

Communication in the 21st Century .............................................................................................................................. 54

Featured Breakout with Les McKeown ......................................................................................................................... 54

Featured Breakout “Journey to Value Pricing” with Ron Baker ................................................................................... 54

Grow and Improve Your Practice with the QuickBooks ProAdvisor Program .............................................................. 54

Excel Macros ‐ Automating Your Workflow with Visual Basic for Applications (Part 2) ............................................... 54

Method: Personalization 2 ‐ Customization & Actions (Part 2) .................................................................................... 55

Inventory Mgmt and Troubleshooting the Most Common Mistakes ‐ QuickBooks Point of Sale Desktop 12.0 (QB

POS Desktop 12.0 PA Cert Exam Prep – Part 3) ............................................................................................................ 55

Workshop Descriptions ......................................................................................................................................................... 56

Multi‐Day Workshop ......................................................................................................................................................... 56

Consult‐a‐thon .............................................................................................................................................................. 56

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Schedule Overview

Saturday – June 20, 2015 (Pre‐Conference Event) – Separate Registration Required

Sunday – June 21, 2015

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Monday – June 22, 2015

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Tuesday – June 24, 2015

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Wednesday – June 24, 2015

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Sunday, June 21, 2015 12:00 PM

Successful Implementations from A‐Z (Part 1) Description

This 2‐part course covers proven techniques and planning approaches for those engaged, or wanting to engage, in

software implementations. What are the keys to a successful implementation? During these 2 sessions, we will cover

the complete timeline for software implementations from initial client introduction to “go live” and beyond. Speakers

for each session are industry experts and will contribute their knowledge and resources to this subject. These sessions

are packed with resources you can walk away with and start using immediately. An open Q&A panel discussion will

conclude each session.

Part 1 of the course will focus on the early stages of the implementation process as described below:

A prospect tells you they have a problem: now what?

The discovery phase and why it is critical to a successful implementation

The Needs Assessment: It is more billable than you think

The problem of “scope creep”

A primer on client engagement documents

Winning: How to sell yourself and your company

Instructor: Jeff Edmonds Course Level: Basic Prerequisites: None CPE Hours: 2

QuickBooks Desktop Database Essentials Description This course serves as an introduction to the QuickBooks Desktop database. In addition to providing an overview of “how

QuickBooks works,” we 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.

Instructor: William “Murph” Murphy Course Level: Basic Prerequisites: None CPE Hours: 2

Mastering QuickBooks In‐Product Reports Description

QuickBooks provides a wide range of formatting and customization options around the default, in‐product reports.

Many features go undiscovered until you really dig deep into the software and combine multiple report filter and display

options. Learn how to more efficiently create, use, and customize the wide range of reports available in QuickBooks.

Instructor: Gale Kirsopp Course Level: Basic

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Prerequisites: None CPE Hours: 2

Learning Objectives

In this in‐depth technical training course you will learn how to:

Customize the standard reports in QuickBooks using various filters and display settings

Avoid common report customization mistakes, misinterpretations and assumptions

Best practices for memorizing and organizing custom reports

Share report templates and download reports created by other QuickBooks users

Intuit: How We Innovate ‐ An Introductory, Skill Learning Session

Description

Being a trusted advisor to your clients is the goal of every accounting professional. But breaking through their everyday needs to help them grow their business can be challenging. Come join our session “Intuit: How We Innovate” to get a glimpse into Intuit’s “Design for Delight” philosophy and receive an introduction to the tools and techniques that turbocharge Intuit’s innovation culture, inspire our employees and delight our customers. We'll teach you a number of innovation methods so you leave this session with practical skills you can apply immediately in your organization and with your clients. You’ll learn how to understand your client's problems, explore potential solutions, test your solution and decide what to do next. This session is hands‐on and experiential, with minimal presentations or lectures. Attendees will put their new skills to the test, and will likely be stretching outside their comfort zone. Instructor: Ben Blank Course Level: Basic Prerequisites: None CPE Hours: 2

Learning Objectives

Learn about and apply innovation methods to share with your clients to:

rethink business challenges

streamline problem solving

move their and your business forward

Here to There: 5 Key Steps in the ProAdvisor's Journey to Professional Greatness (Part 1) Description

Join Michelle Long for these 2 sessions where we will be working ON your business to help you achieve professional

greatness. These sessions are packed with resources and tips you will be able to start implementing immediately. We

will not just discuss theories; but we will do some exercises, learn about practical tips and resources to help you on the

path to greatness. You’ll learn about Michelle’s “5 P’s to Professional Greatness: Planning, People, Processes, Product

and Pricing.” During the sessions, Michelle will encourage facilitated discussions and Q&A throughout the sessions.

Part 1 of this course will focus on:

Planning – what is ‘There’ for you? What is your greatness? We will go through a strategic planning exercise.

People – your team and clients including client evaluation and communicating expectations with clients.

Instructor: Michelle Long Course Level: Basic Prerequisites: None CPE Hours: 2

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Invisible Strategies & Tools to Make You a Better Negotiator Description

This course will change the way you interact with people. It’s based on psychology: how people perceive, think, and

feel. You will become substantially more conscious of your dealings with others in business, at home, and everywhere

you go. You will learn a completely natural negotiating process ‐ a way to speak with others, a way to conduct yourself,

a way that will help you get better results with greater consistency.

Instructor: Thomas Casey Course Level: Basic Prerequisites: None CPE Hours: 2

TSheets PRO Certification

Description

Attendees will be taken through an hour‐and‐a‐half, high‐level overview of TSheets and the TSheets PRO Program. Key

takeaways will be: an overview of TSheets, understanding the benefits of being a TSheets PRO, how to recognize a client

who might be a good fit for TSheets, TSheets account set up, managing, tracking, and reporting time with TSheets,

TSheets and QuickBooks integration, and an overview of all other features.

Instructors: Christine Galli Course Level: Basic Prerequisites: None CPE Hours: 2

Learning Objectives

1. Gain an understanding of the main functionality of TSheets

2. Gain an understanding of what makes TSheets unique

3. Gain an understanding of how to become a successful TSheets PRO

4. Gain an understanding of how to become TSheets Certified

Legrand CRM Certification (Part 1) Description

Legrand CRM is quickly emerging as a new favorite for QBO users. Legrand truly delivers “Power without Complexity.”

Legrand is targeted at QBO users who do not need or want a complex, custom‐developed solution to manage their

clients and prospects. Legrand is very configurable, including the ability to add custom fields without the need to do any

coding or programming.

Part 1 covers an overview of the functionality and how to design a solution for your client. After taking this 2‐part

course, you will be prepared to pass the Certification exam for Legrand CRM Online edition and have the knowledge you

need to quickly implement Legrand CRM for a client with confidence.

Instructors: Kaydee Peterson Course Level: Basic Prerequisites: None CPE Hours: 2

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Learning Objectives

After taking this session, you will know:

The key functionality, including how to use the powerful, flexible Search features

What to ask your client in order to design the right solution that provides the functionality and reporting capability your client needs

How to organize the data and configure Legrand, including custom fields and keyword tags

How to integrate with QBO

2:00 PM

Successful Implementations from A‐Z (Part 2) Description

This 2‐part course covers proven techniques and planning approaches for those engaged, or wanting to engage, in

software implementations. What are the keys to a successful implementation? During these 2 sessions, we will cover

the complete timeline for software implementations from initial client introduction to “go live” and beyond. Speakers

for each session are industry experts and will contribute their knowledge and resources to this subject. These sessions

are packed with resources you can walk away with and start using immediately. An open Q&A panel discussion will

conclude each session.

Part 2 of this course will focus mainly on the implementation stages listed below:

Project management overview – The logical steps to success

Planning Phase – How to effectively organize an implementation

Setting expectations

Workflow development

Data Migration

Testing phase

User Training

Ongoing Support/Customizations

Change management: removing barriers from the successful implementation

Instructor: Jeff Edmonds Course Level: Basic Prerequisites: None CPE Hours: 2

Train the Trainer to Train: A Sampler Description

At one time or another, most of us provide training. It might be to our clients on‐site, at a seminar or in a webinar. In

this session, we cover the fundamentals of providing "Powerful Training." Powerful training is training that changes an

aspect of the Learner's life by adding a new skillset, changing an attitude or the acquisition of new knowledge. This

session will introduce you to the basics of providing training in a variety of settings and give you a sampling of some of

the tools you need to be much more effective when you train.

Instructor: Carol Oliver Course Level: Basic Prerequisites: None

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CPE Hours: 2 Learning Objectives

In this session you will learn:

How to prepare for a training event by “Knowing Your Audience”

How to create relevant content or curriculum

Presentation skills for training in front of a group

Using QuickBooks Reports as an Actionable Management Tool Description

QuickBooks reports can provide critical information to aid your client's management team in making better business

decisions; however, most clients do not understand how to interpret these reports. This session covers how to use

standard QuickBooks reports to turn information into real insight that will provide practical solutions.

Instructor: Gale Kirsopp Course Level: Basic Prerequisites: None CPE Hours: 2

Building the Modern Firm – Catching the Winds of Change Description

Join Damien Greathead as he defines the characteristics of a Modern Firm and describes techniques and strategies

several firms have taken to achieve this end.

Instructor: Damien Greathead Course Level: Basic Prerequisites: None CPE Hours: 2

Here to There: 5 Key Steps in the ProAdvisor's Journey to Professional Greatness (Part 2) Description

Please refer to description provided in Part 1 on Sunday at 12:00 pm.

Part 2 of this course will focus on:

Processes – automating, streamlining and managing the workflow. We will discuss methods to improve

efficiency and productivity, options available and specific tools or apps that can help.

Product – your services and creating packages and a menu of services available. Plus we will discuss how to

specialize and reach a target market.

Pricing – implementing value pricing – how can you get started?

Instructor: Michelle Long Course Level: Basic Prerequisites: None CPE Hours: 2

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Saving Hours of Data Entry: a Guided Tour of Karl Irvin's q2q Tools Description

This course introduces q2q’s QuickBooks Integrated Software (formerly Karl Irvin's Tools). Learn how to transfer a

variety of transactions between QuickBooks files, merge QuickBooks company files, and make QuickBooks work beyond

its current capabilities.

Instructor: Mindy Luebke Course Level: Basic Prerequisites: None CPE Hours: 2

Multi‐State Sales Tax Compliance 2015 Description

“No business owner has ever gotten rich because they understood sales tax compliance, but many have paid dearly

because they didn’t…” There are over 11,000 tax jurisdictions in North America. Different rates. Different rules for

product & service taxability. Different thresholds of “physical presence” where a state will require you to collect tax on

their behalf… It can be a difficult & risky proposition for businesses to manage sales tax manually. This class will discuss

the current state of the Marketplace Fairness legislation, the challenges of sales tax compliance, and solutions to save

time & reduce risk.

Instructor: Ian Clyde Course Level: Basic Prerequisites: None CPE Hours: 2

Learning Objectives

How to protect your business in the event of an audit.

How to save time and money on tax administration by automating tax compliance with Avalara and your

accounting software.

Why zip codes mean zip when it comes to sales tax

Legrand CRM Certification (Part 2)

Description

Please refer to description provided in Part 1 on Sunday at 12:00 pm.

Part 2 covers the detailed implementation, including creating custom fields, tags, reporting, email templates, Outlook

integration, and QBO integration.

Instructor: Kaydee Peterson Course Level: Basic Prerequisites: Legrand CRM Certification (Part 1) CPE Hours: 2

Learning Objectives

After taking this session, you will know how to:

Set up users and permissions

Create email templates

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Create job templates and enter timesheets that sync with QBO

Integrate Legrand CRM with Outlook

Monday, June 22, 2015 7:00 AM ‐ Power Breakfast Sessions

Omni Channel, Supply Chain & QuickBooks. Helping Your Customer Make Sense of It All!

Description

More than ever, your clients are looking to you for guidance in their quest to put their products into the hands of

consumers. Simply put, they just want to grow their business. But there is a lot to consider! Evaluating, understanding

and managing the tools to achieve this goal require a trusted advisor and a commitment to technology. Getting their

products on the shelves of major retailers involves navigating the world of e‐commerce, Omni Channel and supply chain

logistics. Understanding the basics of the supply chain will make you an invaluable resource. Join Greg Swallow of

TrueCommerce EDI Solutions, a long‐time partner of Intuit, for this jam‐packed session that will position you as their

most trusted partner of choice.

Instructor: Greg Swallow Course Level: Basic Prerequisites: None CPE Hours: 1

Learning Objectives

This session will cover ways to:

Leverage available technology to streamlines business processes

Integrate sales and purchasing processes with solutions that connect directly with QuickBooks and their largest

prospects, customers, vendors and warehouses

Identify ways to increase day‐to‐day automation of business transactions

Get your clients’ products from warehouse or back office to the store shelf and consumer more efficiently

Market Innovation Update with Chris Farrell, CEO of Tallie

Description

Gain the latest insight into the most important technology trends likely to affect bookkeeping and accounting over the

next 12 months.

Instructor: Chris Farrell Course Level: Basic Prerequisites: None CPE Hours: 1

Learning Objectives

Inform leaders about the compelling options to choose from in cloud technology, and how to predetermine the

value proposition to a business.

Educate leaders on how to use cloud technology to maximize the highest value from the right accounting

workflow solutions.

Provide expert insight into the other critical pieces of a powerful paperless and highly efficient business process.

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Scaling Your Practice with Bill Automation

Description

With an astoundingly small staff of three, FiguresUK is the accounting firm for 250 businesses. Clients vary from

single operators to enterprise‐class organizations. Cloud services like Entryless have been a key part of their success.

Learn directly from the creators of innovative cloud bill automation systems where they will be sharing accounting firms’

best‐in‐class practices to grow your business, serve more clients and differentiate your services.

Instructor: Mike Galarza Course Level: Basic Prerequisites: None CPE Hours: 1

Learning Objectives

Best‐in‐class accounting firms successful tactical strategies

How to scale your practice effectively with cloud tools

Challenges in scaling your practice without incurring in extra costs

Leveraging Intuit eco‐system

Technology and the Evolution of Cash Flow Management Description

Technology has transformed the way small business owners approach invoice management and the cash flow gaps

caused by late or delayed payment. Whether it's implementing better processes or bypassing systems entirely, small

business owners have more control when it comes to bridging cash flow gaps and having working capital on hand. Join

us for this early morning Power Breakfast where we will share the latest insights about how technology is shaping

invoice management and business cash flow.

Instructor: TBD Course Level: Basic Prerequisites: None CPE Hours: 1

Unlocking QBO to Transform how Accountants and Clients Collaborate

Description

One way to grow your practice and provide best‐in‐class service is to streamline how you and your client manage source

documents and related files in QBO. By using a secure, cloud‐based file storage that's integrated directly into QBO, your

clients will stay better organized, gain a permanent repository for receipts and photos that accessible from anywhere,

and have a much easier tax and audit process. In this seminar, Advanced Certified QuickBooks ProAdvisor and author

Michelle L. Long will walk you through a few scenarios to demonstrate how using a cloud file storage and sharing

solution can better support your clients' record keeping requirements in and outside QBO.

Instructor: Michelle Long and Adrian Phillips Course Level: Basic Prerequisites: None CPE Hours: 1

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Advancing Your Practice: Sandi Leyva’s Six Hottest Practice Management Strategies to Get Ahead in Your

Accounting Business

Description

Some of the greatest strides you can make to accelerate your business occur while you are working “on” your business

rather than “in” it. But what does that mean, how do you find time to do it, and isn’t it risky? Sandi Smith Leyva, one of

CPA Practice Advisor’s 2015 Top 25 Thought Leaders, will answer these questions and share her top six strategies in this

get‐up‐early, don’t‐miss session.

Instructor: Sandi Smith Leyva Course Level: Basic Prerequisites: None CPE Hours: 1

Learning Objectives

You’ll learn:

Where to focus during this conference so you don’t get so overwhelmed with all the new ideas

Six strategies that can transform your practice and improve your quality of life

Where to go for further resources that are designed especially for solo accountants and small firms

8:00 AM

Getting to Know QBO (QBO Cert. Exam Prep. Part 1) Description

This session provides an introduction to QuickBooks Online. It begins with a product overview, comparison with

QuickBooks Desktop and the 3 levels of QBO: Simple Start, Essentials and Plus. You will learn how to navigate within

QuickBooks Online, QuickBooks Online Accountant, Setting up your client’s QBO, importing from QuickBooks Desktop,

managing Users, Company settings, and how to use the Accountant Tools available to you within the product.

Note: This session is the first part of the QBO Certification Exam Prep course and covers Module 1 Getting Started. If

you are pursuing the QBO Certification Path, you should attend this course.

Instructor: Stacy Kildal Course Level: Basic Prerequisites: None CPE Hours: 2

Introduction to QuickBooks Desktop (ProAdvisor Cert. Exam Prep. Part 1) Description

This session provides an introduction to QuickBooks Desktop. It begins with a discussion of QuickBooks and its family

tree, how to select the appropriate QuickBooks product for a client, and determining the right payroll solution. The

session also covers the QuickBooks Chart of Accounts and understanding Items.

Note: This session is the first part of the QuickBooks Desktop ProAdvisor Certification Exam Prep course and covers

Course 1: QuickBooks Overview and Course 2: QuickBooks Chart of Accounts and Items. This course uses the official

Intuit curriculum for QuickBooks Desktop ProAdvisor certification. If you are pursuing the QuickBooks Desktop

ProAdvisor Certification Path, you should attend this course.

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Instructor: Caren Schwartz Course Level: Basic Prerequisites: None CPE Hours: 2

QuickBooks Desktop Advanced ProAdvisor Cert. Exam Prep. (Part 1) Description

This is Part 1 of a 5‐part course. The 5‐part course covers the training objectives of the official QuickBooks Advanced

ProAdvisor Program Certification course. Curriculum is provided by Intuit, Inc. This track is designed for QuickBooks

ProAdvisors who have not yet passed the QuickBooks Advanced ProAdvisor Certification Exam.

Instructor: MB Raimondi Course Level: Intermediate Prerequisites: None CPE Hours: 2

Increasing File Performance and Stability Description

Learn some of the behind‐the‐scenes of QuickBooks data files, the ins and outs of file size considerations, tricks on how

to speed up QuickBooks, how certain uses of QuickBooks affect performance, and best practices for troubleshooting

problem files. The session also covers what to do to minimize and prevent data loss and best practices for backing up

QuickBooks files.

Instructor: Mario Nowogrodzki Course Level: Basic Prerequisites: None CPE Hours: 2

Learning Objectives

After attending this in‐depth technical course you will be able to:

Increase file performance for large QuickBooks files and files with multiple QuickBooks users

Troubleshoot common data integrity and stability issues

Minimize and prevent data loss

100 Minutes with Intuit: QuickBooks Online and QuickBooks Online Accountant Description

During the “100 Minutes with Intuit” series, attendees will enjoy a group conversation with Intuit product managers,

program directors and executives. Come spend 100 minutes with the QBO and QBOA Product teams! In this session,

the team will share what’s new and what’s in the roadmap while leaving plenty of time for your questions.

Presenter: Kevin Kirn, Ariege Misherghi and team Course Level: Basic Prerequisites: None CPE Hours: 0

QuickBooks Enterprise Solutions Advanced Reporting Description

QuickBooks Enterprise Solutions includes reports and reporting utilities that are not available in QuickBooks Pro or

Premier. This course covers these QBES‐specific reports and also includes best practices for meeting the reporting needs

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of larger QuickBooks users. It is important for you as the trusted advisor to understand the full reporting power of

QuickBooks Enterprise Solutions so you can help your clients to make informed decisions about upgrading to Enterprise

Solutions, and so you can help your clients to take full advantage of the reporting capabilities of the most powerful

QuickBooks product Intuit offers.

Instructor: Joseph Lasee Course Level: Basic Prerequisites: None CPE Hours: 2

QuickBooks for Professional Services Description

Professional Services firms, especially law firms, have unique language and requirements. By understanding these

requirements, you can feel more comfortable working with many types of professional services firms. This session will

focus on:

Understanding the requirements of professional services firms: billing, practice management, accounting

When to consider add‐ons and what to look for

How to handle retainers: what are they, why are they important, reports you can use

Generating bills: what you can and cannot do

Capturing and tracking client costs


Detecting and Preventing Accounting Fraud Description

This session will provide essential information you need in order to help your business clients protect themselves against

fraud. Whether or not business owners have an accounting staff, they can still be vulnerable to many different varieties

of fraud. From the business owner who needs to track information during a fraud investigation to the people they hire

and the software they use, learn how to help your clients defend themselves from this serious threat.

Instructor: Dawn Brolin Course Level: Basic Prerequisites: None CPE Hours: 2

BPO Practice Management Roadmap Description

This session will provide you with a tactical roadmap to assist you with implementing and managing systems to:

Recruit, train, manage and retain a talented team

Develop and close clients as well as manage the relationships with your clients

Efficiently manage your own back office while monitoring Key Performance Indicators to keep you focused on

your financial goals.

Instructors: Leslie Jorgensen and Steve Schultz Course Level: Basic

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SOS Inventory: Inventory, Order Management, and Manufacturing for QBO Description

SOS Inventory is the leading inventory and manufacturing solution for companies using QuickBooks Online. This course

provides an introduction to the product and demonstrates the capabilities it adds to QuickBooks Online. Prior

knowledge is not required, although familiarity with QuickBooks Online is helpful.

Instructor: Neal Shaw Course Level: Basic Prerequisites: None CPE Hours: 2

Learning Objectives

Upon completion of this course, attendees will be able to:

Understand the basics of online inventory management and the capabilities and limitations of QuickBooks

Online

Understand the key features of SOS Inventory and how it integrates with QuickBooks Online

Evaluate the appropriateness of SOS Inventory for a given client solution

Becoming Your Client's Controller and CFO Description

A key to the success of your controller and CFO services is understanding the role you are able to play in your client's

business. Whatever you choose, make sure you're playing to your strengths. In this session you'll learn why you're

perfectly positioned to help your clients make better sense of their accounting function and the initial steps you need to

get right to make sure your new division launch is a successful one.


Learning Objectives

Understand the role of the controller and CFO

How to define your offering

Picking the right clients

Reintroducing QuickBooks Point of Sale Description

Over the past 18 months, the QuickBooks® Point of Sale team spent a lot of time listening to our users and consultants. They asked and we listened. Earlier this year Intuit launched two new QuickBooks Point of Sale offerings…QuickBooks Point of Sale Desktop 12.0 and QuickBooks Point of Sale powered by Revel Systems. This session will provide an overview of both solutions and how they fit the needs of retailers and beyond. Instructor: Abhishek Pandey, Jacint Tumacder, Alex Kane Course Level: Basic Prerequisites: None

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CPE Hours: 2

Learning Objectives

This session will:

Introduce: QuickBooks Point of Sale V12 QuickBooks Point of Sale powered by Revel Systems

Discuss adding Point of Sale consulting to your practice

Excel Techniques for Increasing Productivity Description

Learn features and techniques that increase the productivity of all Excel users. Shortcuts, shortcuts, and more shortcuts!

Become an expert on the most useful Data Commands‐‐Sort, Eliminate Duplicates, and Filter. Create a unique list when

it’s needed. Use conditional formatting to help you visually explore and analyze data, detect critical issues, and identify

patterns and trends. Learn to center report titles without Merge Cells. Create custom formats and column headings.

After this session you’ll be able to get more done in less time. By becoming familiar with Excel’s Basic Rules you’ll learn

techniques to make Excel “work for you”. Learn to write formulas the easy way. Help eliminate entry errors with Data

validation. You will be amazed at Excel’s features for summarizing accounting and management information. You’ll learn

secrets for doing more with the AutoFill command. Learn tips and shortcuts to save hours each week.

Instructor: Tommy Harrington Course Level: Basic Prerequisites: None CPE Hours: 2

Method: Why Method is the #1 CRM for QuickBooks Description

Customers have rated Method:CRM as the #1 CRM for QuickBooks and we are excited to be launching our latest version

in 2015. In this session, get an overview of the latest and greatest of Method:CRM, the Method platform, and a new

solution focused on the non‐profit industry. Come and see how Method:CRM tracks all of your customer history and

follow‐ups all in one place without having to enter data twice, including our industry‐leading sync with QuickBooks and

tools to personalize the system to be made for you. Learn how you can access resources you need to successfully

integrate Method into your business so that you can offer Method and value added services to your clients via the

Method Partner Program.

Learning Objectives

Understand Method's offering and the advantages of delivering a system made for you

Be able to speak confidently about the apps available on the Method platform and the general concepts behind

their use

Familiarize yourself with the tools and resources available to partners within the Method Partner Program

Instructor: Aner Shachar Course Level: Basic Prerequisites: None CPE Hours: 2

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12:10 PM

Processing Transactions and Understanding Reporting in QBO (QBO Cert. Exam Prep. Part 2) Description

This session covers settings and the processing of the following types of transactions in QuickBooks Online:

Sales & Revenue

Expenses & Purchases

Payments

Connecting to Bank

Time Tracking

Transfers

Journal Entries

It also covers the Report Center, Report Groups and the Reporting capabilities of QuickBooks Online.

Note: This session is the second part of the QBO Certification Exam Prep course and covers Module Two: Recording

Transactions and Module Three: Reporting. This session uses the official Intuit course curriculum. If you are pursuing

the QBO Certification Path, you should attend this course.

Instructor: Cathy Iconis Course Level: Basic Prerequisites: None CPE Hours: 2

Setting up and Customizing a Data File in QuickBooks Desktop (ProAdvisor Cert. Exam Prep. Part 2) Description

This session covers setting up and customizing a data file and includes setting up lists, entering opening balances and

historical transactions, and customizing QuickBooks.

Note: This session is the second part of the QuickBooks Desktop ProAdvisor Certification Exam Prep course and covers

Course 3: Setting Up and Customizing a Data File. This course uses the official Intuit curriculum for QuickBooks Desktop

ProAdvisor certification. If you are pursuing the QuickBooks Desktop ProAdvisor Certification Path, you should attend

this course.

Instructor: Esther Friedberg Karp Course Level: Basic Prerequisites: None CPE Hours: 2

QuickBooks Desktop ‐ Advanced ProAdvisor Cert. Exam Prep. (Part 2) Description:

Please see Description under QuickBooks Desktop Advanced ProAdvisor Cert. Exam Prep. (Part 1)

Instructor: MB Raimondi Course Level: Intermediate Prerequisites: None CPE Hours: 2

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QuickBooks on the Local Area Network ‐ Best Practices Description

Understanding the best configurations for networks and servers is a requirement for effective QuickBooks consulting.

Whether completing IT tasks yourself or communicating with IT specialists, you need to be more than familiar with IT

concepts. In this session, we will build on fundamental networking concepts and discuss implementation scenarios and

best practices for QuickBooks networking. Some of the concepts to be covered include Remote Desktop Server

(formerly Terminal Server), VPNs, and virtualization, so you will know when and how to use them.

Instructor: Mario Nowogrodzki Course Level: Basic Prerequisites: None CPE Hours: 2

100 Minutes with Intuit: Beyond QuickBooks Online: Desktop Apps, Mobile Apps and 3rd Party Apps Description


program directors and executives.

Instructor: Kevin Kirn, Alex Blakey, and team Course Level: Basic Prerequisites: None CPE Hours: 0

QuickBooks Enterprise Solutions Advanced Reporting Lab Description

Attendees of this session will have the opportunity to create reports using the QuickBooks Enterprise Solutions

Advanced Reporting tool.

Instructor: Joseph Lasee Course Level: Basic Prerequisites: None CPE Hours: 2

OfficeTools WorkSpace™ ‐ Automating Firm Management Description

Today more than ever, firms are trying to find a differentiator, an edge, a unique brand that elevates them over their

competition. A new set of automated processes can be just the thing to set them apart. Firms wanting an edge are

automating their office management with new technology that gives clients a unique brand experience. This session will

cover the myriad of options in new technologies, processes and methods of empowering improved practice

management. Included will be a live demonstration of the latest WorkSpace™ software features.

Instructor: Mike Giardina Course Level: Basic Prerequisites: None CPE Hours: 2

Learning Objectives

Learn how firms are automating their practice with the latest technologies in order to improve workflow.

Find new ways to differentiate your firms brand with client focused improvements.

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Discover the keys necessary to sustain firm success and build in systems that provision transition planning

Creating Work ‐ Life Harmony (Part 1) Description

As professionals, we experience numerous challenges in fusing our many responsibilities and roles in a way that

minimizes stress and maximizes personal fulfillment. The participants in this session will select the 4 challenges to

explore during this "spontaneous" highly‐interactive session and will work in teams to develop action plans to address

these challenges. (This session is limited to 40 participants.)

Instructor: Stacy Kildal Course Level: Basic Prerequisites: None CPE Hours: 2

Developing Business for your BPO Practice: How to scale with the right customers Description

Learn strategies and tips on how to best plan, organize, and execute the business development and marketing efforts for

your practice.

Instructor: Leslie Jorgensen and Steve Schultz Course Level: Basic Prerequisites: None CPE Hours: 2

SOS Inventory: Workflow Automation and Client Customization Description

This course provides in‐depth training on the advanced features and configuration options of SOS Inventory. Attendees

will learn specialized tools that deliver high‐value to clients, with an emphasis on automating workflows and

customizing/configuring the software to meet the needs of specific clients.


Learning Objectives


Configure SOS Inventory to automate data entry for sales, fulfillment, purchasing and inventory accounting

Customize existing forms in SOS Inventory and add new forms as needed

Implement customer price tiers in SOS Inventory, including quantity discounts

Use SOS Inventor to manage landed costs and other advanced cost‐of‐goods‐sold scenarios

How to Create Your Own Outsourced Controller/CFO Division Description

Your division starts with procedures. Firm procedures are critical to successfully roll out your controller and CFO

services. Make sure the tail doesn't wag the dog, but instead ensure your clients implement YOUR procedures and

policies. You'll learn the key steps you need to get right to collect and process the data in a timely manner. Once you

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understand the steps involved in processing your client's data, you can effectively price the engagement. We'll show you

the latest trends in pricing including fixed fees and value pricing.


Learning Objectives

Process Mapping Your Services

Documenting Procedures

Understanding the Costing Model

How to Price Your Services

What Every ProAdvisor Should Know about QuickBooks Point of Sale powered by Revel Systems Description

In this session you will learn about how QuickBooks Point of Sale powered by Revel Systems fits the needs of your clients

who are retailer, restaurateurs, and beyond as well as engage with a panel of experts on how best advise your clients

who are need of a Point of Sale solution.

Instructor: Alex Kane, Jacint Tumacder, IRP Panel Course Level: Basic Prerequisites: None CPE Hours: 2

Learning Objectives

In this session, you will learn:

About QuickBooks Point of Sale powered by Revel Systems

Integration with Payments and QuickBooks

How to help your client pick the right POS solution

Excel Functions & Formulas Description

Functions and formulas are the most important part of Excel worksheets. Discover the functions that are most useful

when getting your daily work done. Learn to use VLOOKUP and other functions that might do the same job in better

ways. Learn functions that can solve problems when importing data. You’ll discover functions that save hours of time

when creating routine summaries. Become an expert on the most useful Excel functions. I have also added a few of the

most useful shortcuts to save hours for anyone working each day with Microsoft Excel. You will learn to use Excel’s most

useful functions—SUMIFS, COUNTIFS, IF, ISNA, ROUND, VLOOKUP, INDEX, MATCH & the TEXT functions. Learn to use

functions and formulas when working with dates. You’ll be amazed at all Excel’s functions for summarizing accounting,

production, and management information. Learn formulas and techniques needed to build dashboard programs with

useful charts.


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Method: Made for Me App Showcase Description

With the new version of Method, you have the ability to create apps in minutes and personalized for your business. In

this session, we will showcase some partners who have built personalized apps for customers with Method's drag and

drop tools without any coding required. They will share what they have built, their process for scoping and building, and

tips and tricks you can use when building apps on Method for your customers.

Instructor: Jim Watson Course Level: Basic Prerequisites: None CPE Hours: 2

Learning Objectives

Showcase the type of apps that could be built on the Method platform with no coding required

Provide insights on how to find problems and scope apps to solve those problems

Tips and tricks on building and supporting apps made for you

4:20 PM

Troubleshooting in QBO plus Apps to Expand Functionality (QBO Cert. Exam Prep. Part 3) Description

This session covers Troubleshooting Client Errors in QuickBooks Online and includes Best Practices as well as the

Accountant Tools used to fix common errors and bank reconciliation discrepancies. It also covers expanding usability in

QuickBooks Online for Payments, Payroll and the Intuit App Center

Note: This session is the third part of the QBO Certification Exam Prep course and covers Module Four: Troubleshooting

Client Errors and Accountant Tools, and Module Five: Payments, Payroll and the Intuit App Center. This session uses the

official Intuit course curriculum. If you are pursuing the QBO Certification Path, you should attend this course.

Instructor: Cathy Iconis Course Level: Basic Prerequisites: None CPE Hours: 2

Sales & Receivables in QuickBooks Desktop (ProAdvisor Cert. Exam Prep. Part 3) Description

This session covers Sales & Receivables in QuickBooks Desktop from the Customer Ribbon through Sales Transactions,

Reporting and Sales Tax.

Note: This session is the third part of the QuickBooks Desktop ProAdvisor Certification Exam Prep course and covers

Course 4: Sales & Receivables. This course uses the official Intuit curriculum for QuickBooks Desktop ProAdvisor

certification. If you are pursuing the QuickBooks Desktop ProAdvisor Certification Path, you should attend this course.


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QuickBooks Desktop Advanced ProAdvisor Cert. Exam Prep. (Part 3) Description:

Please see Description under QuickBooks Desktop ‐ Advanced ProAdvisor Cert. Exam Prep. (Part 1) Instructor: MB Raimondi Course Level: Intermediate Prerequisites: None CPE Hours: 2

Getting Clients to Say Yes to Cloud Apps Description

Most of us know the benefits that come with adopting cloud‐based applications ‐ and most of know it simply is the

future of accounting and bookkeeping processes. However, many of us have clients who are slow to make this shift. At

Bill.com we've learned a lot about this challenge from the thousands of accountants and bookkeepers who have

successfully convinced their clients to adopt cloud applications. We’d love to share their strategies and tactics so you

can get on the path to having all your clients enjoy a 100% paperless Accounts Payable and Accounts Receivable

experience.

Instructor: Rene Lacerte Course Level: Basic Prerequisites: None CPE Hours: 2

Learning Objectives

After this session you’ll be well on your way to:

Successfully responding to clients who say ‘I don’t want to learn anything new!’

Effectively preparing before even mentioning 'cloud applications' to your clients

Showing clients what they need to see to get excited about making a change

Enrolling your clients into the practice you want build

Working the 5 Step Plan to getting clients to say Yes!

100 Minutes with Intuit Desktop

Description


program directors and executives. Meet with the QuickBooks Desktop Product team! In this session, the team will

share what’s new and what we’re focusing on next while leaving plenty of time for your questions.

Instructor: Bhaskar Chaterjee, Shweta Raj and Jacint Tumacder Course Level: Basic Prerequisites: None CPE Hours: 0

QuickBooks Enterprise Solutions Advanced Reporting Lab Description

Attendees of this session will have the opportunity to create reports using the QuickBooks Enterprise Solutions

Advanced Reporting tool.

Instructor: Joseph Lasee

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Course Level: Basic Prerequisites: None CPE Hours: 2

Featured Breakout with Frank Abagnale

Description

Please check back for a description of this session.

Value Pricing Case Study: How we evaluated and converted clients from hourly billing to value pricing Description

In this session, Leslie Jorgensen, CEO of Supporting Strategies will share her story of how she evaluated and

implemented value pricing in her practice.

Instructor: Leslie Jorgensen Course Level: Basic Prerequisites: None CPE Hours: 2

Building a Consulting Practice Using SOS Inventory and QBO Description

This course is designed for QuickBooks ProAdvisors and other consultants who wish to expand their practices to include

SOS Inventory. Special emphasis is placed on real‐world lessons learned and the most common issues that arise during

implementation. After completing this course, the attendee should be ready to complete certification as an SOS

Inventory solution provider.


Learning Objectives


Understand a typical SOS Inventory consulting engagement

Evaluate a client’s data migration needs

Prepare for certification as an SOS Inventory solution provider

Key Steps to Growing Your Outsourced Controller/CFO Practice Description

Now you're ready to take your services to your client. Learn how to effectively listen and identify key issues keeping your

clients awake at night. Selling this solution is different to selling tax and audit services, so it requires a very different

mindset. From a series of case studies, you'll learn what to do and what not to do when in front of your client.


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Learning Objectives:

The importance of (and understanding) the Anticipatory Set

Conducting a Needs Analysis

The Proposal Process Social Media: No Longer an Option Description

Remember when social media was new? We had so many questions, and we were making up the answers as we went

along. Well, those days are far behind us and now social media is as ubiquitous as email. It's time to get ahead of the

game with social media tactics and concepts that will support and propel your business.

Instructor: Gail Perry Course Level: Basic Prerequisites: None CPE Hours: 2

Learning Objectives

In this session, you will:

Learn how to remove any hesitations you might have about using social media tools.

Take away actual instructions and checklists for improving your social media experience.

Learn how to understand the best ways to communicate with your clients and your colleagues using social

media.

Hear true‐life examples of how leaders in our profession have changed the nature of their practices as a result of

their social media presence.

Excel’s Best Commands Description

Learn the easy‐to‐use commands that make Excel most productive. You’ll be amazed at all Excel’s commands for

working with data and information. Discover commands for entering, editing, manipulating, and summarizing data in

seconds. GOTO Special is an essential command for Excel users. Learn special techniques for using Excel’s commands to

“clean up” imported data and save hours of work. Learn about the command to fix “Words That Look Like Numbers”

which you can be used to fix many problems when importing data from other programs and the internet. The Data Filter

Advanced command is one of the most important commands for all Excel users to master. Use Special commands to

select specific data within worksheets. Many shortcuts, techniques, and tips designed to make it easy to work with

Excel’s commands and save you time.


Method: Non‐Profit Solution Deep Dive Description

This course will introduce users to the fundamentals of the latest app from Method built specifically for the non‐profit

industry. The intent of this course is to familiarize users with the concepts and tools as they relate to workflow, day‐to‐

day use and efficiency. The course will explore Method’s unique interface and QB integration. Users who complete the

course will have a functional understanding of how to use Method's non‐profit solution.

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Instructor: Gregg Bossen Course Level: Basic Prerequisites: None CPE Hours: 2

Learning Objectives

Familiarize yourself with Method's non‐profit solution

Understand how Method integrates with QuickBooks for non‐profits

Personalize Method's solution specific to your non‐profit's requirements

Tuesday, June 23, 2015 7:00 AM ‐ Power Breakfast Sessions

ScanWriter: High‐Powered Data Entry Automation for Accountants

Description

“My project is done! Over 500 pages… I don’t want my competition to know what tools I use in my business…” ‐ CPA

Learn to leverage the latest data‐capture technology to improve your back office and increase your profitability.

ScanWriter by Personable offers the industry leading data‐entry automation solution for QuickBooks (QB) Professionals.

Having processed over 60 million documents, ScanWriter’s proven features help eliminate manual input from any

document and supports 30 different QB transaction types. You can go beyond bank feeds and see how this solution can

simplify your monthly reconciliation, check for duplicates, and organize your client’s data through our smart mapping

options.

Instructor: TBD Course Level: Basic Prerequisites: None CPE Hours: 1

Learning Objectives

During this demonstration, you will discover how to:

Automate data entry from Bank, Credit Card Statements, and Bills.

Identify opportunities for data entry automation even for your client’s most complex business processes.

Improve your accuracy, speed, and scalability for projects requiring extensive data entry.

SalesPad presents: Inventory ‐ the Evolution of Your Largest Asset

Description

Attendees will learn about current and future of inventory management systems within the context of a warehouse

environment. Why inventory management isn’t just about bins and SKUs anymore. What causes inventory controls to

fail. Why accessible KPIs mean continuous process improvement. How to analyze the warehouse from a systems

thinking perspective.

Instructor: Jeremy Boogaart Course Level: Basic Prerequisites: None CPE Hours: 1

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Helping Your Retail Clients Increase Sales and Grow, While Making Your Job Easier!

Description

Attention ProAdvisors! Got retail clients? Then this session is for you! We’ll show you how your retail clients can

automate and centralize the management of their inventory and orders, all while expanding their presence across

multiple eCommerce sales channels to increase sales and grow their business.

How does helping them help you? Gain even more trust and credibility in your clients’ eyes by showing them how to

streamline their business processes to increase efficiency and run a better business. Best of all, getting your clients to

automate their processes and centralize the management of all of their sales channels in one solution will make your job

easier. No more digging through client spreadsheets or getting ‘I think this is correct’ kind of answers to your questions.

Equip your clients with the tools to ensure accuracy in inventory counts, orders, etc., and be able to provide you with

quick at‐a‐glance reporting and dashboards to support their numbers.

Join this session presented by Joseph Fantozzi, Senior Sales Engineer at Freestyle Solutions [formerly Dydacomp], to

learn how fast and easy it is for your clients to automate retail back office order and inventory operations. Whether you

have experienced or new retailers as clients, automating their order fulfillment process and making inventory

management run smoothly are essential. And integrating with QuickBooks, Amazon, Magento, and more, can make all

the difference!

When it comes to Inventory and Order Management solutions for SMB retailers, Freestyle Solutions has the most

experience in the industry. Let us help you by sharing our knowledge and experience that you can to pass along to your

clients today.

Instructor: Joseph Fantozzi Course Level: Basic Prerequisites: None CPE Hours: 1

Making Cloud Accounting Profitable with Laura Redmond and Expensify

Description

Accounting professionals appreciate the benefits offered by cloud apps, and as firms adopt cloud‐based platforms, they

should carefully consider the components for making client accounting services (CAS) a profitable business line.

In this session, Top 10 QuickBooks ProAdvisor Laura Redmond of Redmond Accounting Inc. explains how to overcome

these challenges by effectively managing the workflow of a completely new and different paradigm in the cloud. By the

end of the session, attendees will walk away with a clear understanding of how cloud‐based apps can be used to

streamline efficiency and profitability within their firms.

Instructor: Laura Redmond Course Level: Basic Prerequisites: None CPE Hours: 1

Learning Objectives

How to develop workflows to help make your cloud accounting profitable

How cloud‐based apps like Expensify and QBO can streamline your business

Gain industry knowledge about the benefits of cloud accounting and factors that make CAS a profitable business

line

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Optimizing Your Customers' Workflows

Description

Neat makes it easier for small businesses to get their important information to where it needs to go – whether it’s

invoice information to QuickBooks Online or receipt information to expense reports. Neat helps eliminate data entry by

automatically identifying the key information from receipts and other documents and integrates seamlessly with

QuickBooks Online to streamline receipt and invoice management. Users can easily create expense reports from receipts

and submit them to QBO for reimbursement, match receipts in Neat to credit card transactions in QBO, and send

invoices (including images) as bills to be paid. Neat’s integrated platform allows users to capture documents from

scanners, email, web pages, mobile device and more and then search, access, and share the content from those

documents from any computer, smartphone or tablet. Users are able to optimize workflows by having a simple way to

aggregate and process important information.

Instructor: Nicole Odeh Course Level: Basic Prerequisites: None CPE Hours: 1

Leveraging the Cloud to Grow and Expand Your Business

Description

This session will begin with an introduction to desktop and application hosting. We will discuss the benefits of working in

the cloud and address what to look for when seeking a hosting provider. The cloud can help improve your focus,

efficiency, security, teamwork, and collaboration, while reducing cost for your organization. Learn how to leverage your

skills and grow your business with the power of the cloud.

Instructor: Brian Johnson Course Level: Basic Prerequisites: None CPE Hours: 1

Learning Objectives

Learn the different types of cloud offerings: SaaS, DaaS, PaaS, IaaS

Identity the benefits of cloud offerings

Introduce Solution as a ServiceTM – Turn‐key, Fully Managed

12:10 PM

Determine when QBO is Right for the Client and Best Practices for Converting (Adv. QBO Cert. Exam Prep. Part

1) Description

This session covers Complex Conversions beginning with contemplating a conversion and includes a discussion of data

Limits, best practices for conversion, using the QuickBooks Desktop Conversion Tool, and post conversion work. It also

discusses importing Lists and entering beginning balances when that is the preferred methodology.

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Note: This session is the first part of the QBO Advanced Certification Exam Prep course and covers Module One:

Complex Conversions. This session uses the official Intuit course curriculum. If you are pursuing the QBO Advanced

Certification Path, you should attend this course.

Instructor: Laura Redmond Course Level: Intermediate Prerequisites: None CPE Hours: 2

Disbursements, Payables & Banking Plus Job Cost in QuickBooks Desktop (ProAdvisor Cert. Exam Prep. Part 4) Description

This session covers Disbursements, Payables & Banking including the Vendor Center, Home Page Workflow, Purchase

Orders, Payables Transactions, Inventory, Reports, Banking and Reconciliation, and finally, Job Costing.

Note: This session is the fourth part of the QuickBooks Desktop ProAdvisor Certification Exam Prep course and covers

Course 5: Disbursements, Payables and Banking plus Course 6: Understanding Job Costing. This course uses the official

Intuit curriculum for QuickBooks Desktop ProAdvisor certification. If you are pursuing the QuickBooks Desktop

ProAdvisor Certification Path, you should attend this course.

Instructor: Karen Siewert Course Level: Basic Prerequisites: None CPE Hours: 2

QuickBooks Desktop Advanced ProAdvisor Cert. Exam Prep. (Part 4) Description:


Mastering Inventory in QuickBooks Pro and Premier Description

This course covers the features and functionality of QuickBooks inventory in Pro/Premier and best practices for setting

up inventory and processing transactions.

Instructor: Hector Garcia Course Level: Basic Prerequisites: None CPE Hours: 2

Featured Breakout: Intuit Executive Symposium Join Avi Golan, Jim McGinnis, Luis Sanchez and Dan Wernikoff will present in this featured breakout.

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Best Practices for Converting QuickBooks Desktop to QuickBooks Online

Description

This course will give you the information you need to convert your existing and prospective clients’ company files to

QBO, so that you can add data conversion to your service offerings with confidence.


QuickBooks Desktop for Contractors (Part 1) Description

In this course, learn how to use QuickBooks for your contractor clients. Topics covered include proper industry‐specific

setup, best ways to enter transactions, and how to quickly get the job reports your clients need, while still preserving

the basic financials you need at year end.

For each topic we will also address how to accomplish the task in QuickBooks Online.


Streamline your Practice with QuickBooks Workhub for Accountants Description

The average small business manages their work with up to 17 different, disparate and disconnected tools. This leads to

incorrect and insecure data, re‐keying of information, broken workflows and wasted time.

Introducing QuickBooks Workhub for Accountants, the all‐in‐one workflow solution from Intuit. Workhub includes

Client and Prospect Management, Engagement Management, Invoicing and Time Tracking ‐ and it syncs with

QuickBooks Online. Learn how Workhub can help you and your whole practice manage your work in a single integrated

solution. You’ll streamline your operations, support your staff’s collaboration, and gain new insights into your practice.

Instructor: Gideon Ansell, QuickBooks Workhub Team Director Course Level: Basic Prerequisites: None CPE Hours: 2

Learning Objectives

In this course, you’ll learn how Workhub will help you:

• Track new prospects, contacts and contact activities

• Create engagements and tasks to plan and track your client’s work

• Assign tasks to staff and track progress

• Draft invoices and associate them with engagements

• Understand profitability by measuring actual time and money against estimates

• Create custom fields, powerful reports and charts, project templates, and workflows

• Increase your value to your clients by rolling out their own customized versions of Workhub

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Creating Work ‐ Life Harmony (Part 2) Description

Please refer to description provided in Part 1 on Monday at 12:10 pm.

LivePlan Expert Advisor Certification (Part 1) Description

Confidently offer proactive advising services that will differentiate your practice and help you and your clients grow

faster. Learn how to offer the services most desired by small businesses: budgeting, forecasting, cash flow management,

KPI tracking, financial management dashboard, and strategic planning services. LivePlan's Scoreboard feature syncs with

QuickBooks Desktop, QuickBooks Online, and Xero and allows small businesses to track their actual financial

performance compared to planned and historical performance ‐ at a glance.

This course is for CPAs, accountants, bookkeepers, outsourced CFOs, and financial and business advisors wishing to grow

their practice by offering value‐added advising services. Must pass a 25‐question final exam with 85 percent accuracy.

Expert Advisors using LivePlan with at least 3 clients will get listed in our exclusive directory and have your practice

promoted to over 200,000 LivePlan small business users.

Instructor: Sabrina Parsons Course Level: Basic Prerequisites: None CPE Hours: 2

Risk Management for Accounting Professionals: Avoiding the Pitfalls & the Claims Description

The session provides an in‐depth understanding of specific issues and circumstances that lead to lawsuits and other

negative consequences of practice errors as well as practical knowledge and tips to avoid malpractice claims or

complaints. The “ins & outs” of a professional liability insurance policy so that an insured will be covered and what to do

if your firm is sued or accused of malpractice.

Instructors: John Torvi and Bill Kelly Course Level: Basic Prerequisites: None CPE Hours: 2

Excel PivotTables & PivotCharts Description

When and how do I use a PivotTable? Can Excel PivotTables and PivotCharts help me create better reports? How do I

create meaningful PivotTables and PivotCharts? By using a PivotTable report, you can summarize, analyze, explore, and

present a summary of your worksheet data or an external data source. A PivotTable report is especially useful when you

have a long list of figures to sum, and aggregated data or subtotals would help you look at the data from different

perspectives and compare figures of similar data. These are just a few of the topics that will be covered in this session.

You will also learn a new technique to update your PivotTable data with new data and retain formatting. Create

calculated fields and calculated items. Learn to group items in a PivotTable to summarize data in new ways. PivotTables

are very versatile, and are one way to allow users to explore data, refining it to show the insights they need, and

removing unneeded or irrelevant items with ease. Slicers are new tools built to make Pivot Table slicing easier and more

inviting. In this session you will learn how they can be used.

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Instructors: Tommy Harrington Course Level: Basic Prerequisites: None CPE Hours: 2

Method: CRM Deep Dive (Part 1) Description

This course will introduce users to the fundamentals of Customer Relationship Management (CRM) through the

solutions offered by the Method: CRM product. The intent of this two‐part course is to familiarize users with the

Method:CRM concepts and tools as they relate to workflow, day‐to‐day use and efficiency. During the course, you will

dive into how you can track all of your customer history and follow‐ups all in one place. The course will explore

Method’s unique interface and QuickBooks integration via entities and transactions as well as the various apps that

make up Method:CRM. Users who complete the course will have a functional understanding of how to use

Method:CRM.

Instructor: Valbon Shabani Course Level: Basic Prerequisites: None CPE Hours: 2

Learning Objectives

Understand the fundamentals of Method:CRM, including:

Leads

Customers

Contacts

Activities

Transactions

Opportunities

What Every ProAdvisor Should Know about QuickBooks Point of Sale powered by Revel Systems (Repeat) Description

Please refer to session description on Monday at 12:10 pm.

2:30 PM

Optimize QBO and Work Smarter (Adv. QBO Cert. Exam Prep. Part 2) Description

This session covers Customization Topics including Optimizing QBO, categories and workflows as well as how to Work

Smarter.

Note: This session is the second part of the QBO Advanced Certification Exam Prep course and covers Module Two:

Customization Topics. This session uses the official Intuit course curriculum. If you are pursuing the QBO Advanced


Instructors: Laura Redmond Course Level: Intermediate Prerequisites: None

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CPE Hours: 2

Setting up and Using Payroll & Time Tracking in QuickBooks Desktop (ProAdvisor Cert. Exam Prep. Part 5) Description

This session covers Setting Up and Using Payroll and Time Tracking

Note: This session is the fifth part of the QuickBooks Desktop ProAdvisor Certification Exam Prep course and covers

Course 7: Setting Up and Using Payroll and Time Tracking. This course uses the official Intuit curriculum for QuickBooks

Desktop ProAdvisor certification. If you are pursuing the QuickBooks Desktop ProAdvisor Certification Path, you should

attend this course.

Instructor: Karen Siewert Course Level: Basic Prerequisites: None CPE Hours: 2

QuickBooks Desktop Advanced ProAdvisor Cert. Exam Prep. (Part 5)

Description


Client Data Review

Description

This course is designed to help the Learn how to use time‐saving tools at the end of a review period to enter data or reclassify data in your Client’s QuickBooks File, fix common errors in client's files, and learn how to clean the Desktop file to prepare for QBO Conversion. The topics to be covered:

Batch Enter Transactions Reclassify Transactions CDR Tools to troubleshoot Accounts Receivable and Accounts Payable balances and unapplied payments CDR Tools to trouble shoot items, accounts, and Inventory Tips to prepare the file to Convert to QBO

Instructor: Hector Garcia Course Level: Basic Prerequisites: None CPE Hours: 2

100 Minutes with Intuit Tax Online Description


program directors and executives. In this session, the Intuit Product Manager Brady Suggs will share what’s new and

what’s on the roadmap for Intuit Tax Online.

Instructor: Brady Suggs Course Level: Basic Prerequisites: None

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CPE Hours: 0

Finding your Niche: How to position your brand in a busy market

Description

Clients make your business. But in such a competitive industry, how do you make your mark and stand out from the

crowd to build your dream practice? Join TSheets CEO, Matt Rissell, as he shares real life examples* and provides fun

and innovative ideas for acquiring and retaining your ideal clients.

*Matt will select willing participants from the audience for a LIVE marketing consultation and live sessions of

brainstorming with the panelists. One lucky audience member will also be selected to receive a full written analysis of

ways to improve their website, marketing collateral, email marketing, and more from the TSheets Marketing Team.

Instructor: Matt Rissell Course Level: Basic Prerequisites: None CPE Hours: 2

Learning Objectives

Every accountant will come away knowing how to:

• Locate your niche

• Market your services to your ideal client

• Keep your clients happy ‐ Practical tips to surprise and delight your clients on a shoestring budget

QuickBooks Desktop for Contractors (Part 2) Description

Please refer to the description for QuickBooks for Contractors (Part 1)


Streamline your Practice with QuickBooks Workhub for Accountants (Repeat) Description

Please refer to description provided for session on Tuesday at 12:10 pm.

What to do when a Notice comes from the IRS Description

When your client receives a notice from a governmental agency, whether it’s the IRS or the State, there are appropriate

steps you should take. Whether you are the Power of Attorney on record or work with someone who is, you will learn

the steps you should take to properly handle notices. We will cover civil and criminal, IRS and State audit

representation, as well as how you can make this a niche for your practice.

Instructor: Dawn Brolin Course Level: Basic Prerequisites: None CPE Hours: 2

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LivePlan Expert Advisor Certification (Part 2) Description

Please refer to the description for LivePlan Expert Advisor Certification (Part 1) on Tuesday at 12:10 pm.

Consulting Strategies for QuickBooks Mid‐Market Description

Many accounting professionals look at their client’s 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.

Instructor: Robin Hall Course Level: Basic Prerequisites: None CPE Hours: 2

Summarizing Data with Excel Description

This session will give Excel users new direction for automating repetitive reports in the easiest way possible. You will

learn to create “reports with no moving parts”. Create repetitive reports in a way that requires no work when these

reports need to be updated…just copy in the new data and the reports are finished!

There are some techniques that are used by all advanced Excel users. If you learn when and how to use these, you will

get more work done in less time. There is also one command essential for getting the right data to the right place in the

right order for preparing all types of reports—summary to detail. I have also added a few of the most useful shortcuts to

save hours for anyone working each day with Microsoft Excel.


Method: CRM Deep Dive (Part 2)

Description

This course will introduce users to the fundamentals of Customer Relationship Management (CRM) through the

solutions offered by the Method:CRM product. The intent of this two‐part course is to familiarize users with the

Method:CRM concepts and tools as they relate to workflow, day‐to‐day use and efficiency. During the course, you will

dive into how you can track all of your customer history and follow‐ups all in one place. The course will explore

Method’s unique interface and QuickBooks integration via entities and transactions as well as the various apps that

make up Method:CRM. Users who complete the course will have a functional understanding of how to use

Method:CRM.

Instructor: Valbon Shabani Course Level: Basic Prerequisites: Method: CRM Deep Dive (Part 1) CPE Hours: 2

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Learning Objectives

Understand the fundamentals of Method:CRM, including:

Leads

Customers

Contacts

Activities

Transactions

Opportunities

Setting up the Hardware and Backend for QuickBooks Point of Sale powered by Revel Systems Description

See how to implement QuickBooks Point of Sale powered by Revel Systems all the way from setting up the hardware to

configuring the backend (items, preferences, etc.) to connecting to QuickBooks and Payments.

Instructor: Alex Kane, Jacint Tumacder Course Level: Basic Prerequisites: None CPE Hours: 2

Learning Objectives

Learn how to:

Configure the Backend in QBPOS Revel

Set up the Hardware for QBPOS Revel

Wednesday, June 24, 2015 7:00 AM ‐ Power Breakfast Sessions

Closing the Loop: From standalone QuickBooks or QuickBooks Online to Advanced Inventory Control and

Website Integration

Description

Kendrick will show the entire flow of data, (including potential pitfalls and problems), from cleaning up data within a

clients’ QuickBooks file to the necessary data migration with a 3rd party manufacturing or inventory control app and the

integration with the client’s website(s). New capabilities and potential offering for your clients will also be discussed.

Instructor: Kendrick Hair Course Level: Basic Prerequisites: None CPE Hours: 1

Tips & Tools to Modernize your Practice

Description

Vanessa's power breakfast will focus on the role of the modern day accountant and how this profession has evolved

with time and technology. She'll discuss how modern tools and software applications helped grow her own practice by

streamlining administrative tasks, and will also share insights on how to be a better partner to your clients by using tools

that help you provide more value add activities.

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Instructor: Vanessa Kruze Course Level: Basic Prerequisites: None CPE Hours: 1

How to Get the Most out of Your Portal Year Round

Description

Tax season is over and you’re finally done uploading tax returns to your portal, but what do you do with it for the rest of

the year? Join Adrian Phillips, Senior Product Marketing Manager at Citrix ShareFile to learn about some creative ways

that accountants are using their client portals to improve efficiency and productivity year round.

Instructor: Adrian Phillips Course Level: Basic Prerequisites: None CPE Hours: 1

How to Help Steal Back Time for Your Clients in 5 Easy Steps

Description

In this session, you'll learn from an industry veteran on how technology is being used to simplify how companies are

managing one of their most precious assets: their time. The face of the workforce is changing and technology is quickly

changing the way companies manage their staff and the systems they use to keep and retain them. This session will

cover five key examples you can do to add to your trusted advisor arsenal ‐ ultimately helping you to differentiate your

company offering from the competition ‐ and hopefully help them steal back some time ‐ so they can spend less time

working and more time living.

Instructor: Jeff Imm Course Level: Basic Prerequisites: None CPE Hours: 1

12:10 PM

Special Transactions and Reporting in QBO (Adv. QBO Cert. Exam Prep. Part 3) Description

This session covers Special Transactions including Sales summary, outside payroll, client retainers or deposits, barter

transactions, allocating overhead or payroll, bounced checks, writing off invoices and zero‐dollar checks. It also covers

Advanced Reporting and Complex Problem Solving which includes understanding reporting logic, customizing reports

and business related customized reports.

Note: This session is the third part of the QBO Advanced Certification Exam Prep course and covers Module Three:

Special Transactions and Module Four: Advanced Reporting and Complex Problem Solving. This session uses the official

Intuit course curriculum. If you are pursuing the QBO Advanced Certification Path, you should attend this course.


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Reporting and Other Communications in QuickBooks Desktop (ProAdvisor Cert. Exam Prep. Part 6) Description

This session covers Reporting and Other communications in QuickBooks and includes introduction to reports, report

types and preferences, general customization of reports, organizing reports, utilizing Microsoft Word and Excel, Reports

for Accountants and Class Reporting.

Note: This session is the sixth part of the QuickBooks Desktop ProAdvisor Certification Exam Prep course and covers

Course 8: Reporting and Other Communications in QuickBooks. This course uses the official Intuit curriculum for

QuickBooks Desktop ProAdvisor certification. If you are pursuing the QuickBooks Desktop ProAdvisor Certification Path,

you should attend this course.

Instructor: Gale Kirsopp Course Level: Basic Prerequisites: None CPE Hours: 2

Introducing QuickBooks Enterprise 2015 (QBES 2015 ProAdvisor Cert Exam Prep Part 1) Description

This course gives an overview of QuickBooks Enterprise 2015 and covers some updates since the previous 11.0

certification. This will include what is new in the product as well as when it will be a good fit for the prospect.

Note: This course is the first part and part of module three of the QuickBooks Enterprise Desktop 20150 ProAdvisor Cert

Exam Prep. Curriculum is provided by Intuit. This track is designed for ProAdvisors who are certified in 1 of the 3 most

recent versions of QuickBooks Desktop and wish to become certified in QuickBooks Enterprise 2015. If you’re interested

in pursuing the QuickBooks Enterprise 2015 Certification or just want to learn more about the latest QuickBooks

Enterprise offering, you should attend this course.

Instructor: Marjorie Adams Course Level: Intermediate Prerequisites: Completion 1 of the 3 most recent versions of QuickBooks Desktop Certification CPE Hours: 2

QuickBooks Enterprise Solutions Advanced Inventory (Part 1) Description

This is a two‐part session. QuickBooks Enterprise Solutions offers an Intuit‐developed add‐on application called "Advanced Inventory" that includes multi‐location tracking, serial number tracking or lot tracking, and FIFO inventory valuation. QuickBooks Enterprise Solutions also offers a new feature called Enhanced Inventory Receiving, as well as established features for warehouse environments like Shipping Manager and variable Bills of Materials. Instructor: Mario Nowogrodzki Course Level: Basic Prerequisites: None CPE Hours: 2

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100 Minutes with Intuit Payroll Description


program directors and executives. In this session, the Intuit payroll team will share what’s new and what’s on the

roadmap for payroll.

Instructor: Matt Gotchy Course Level: Basic Prerequisites: None CPE Hours: 0

QuickBooks Desktop for Non‐Profits (Part 1) Description

We'll show you 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 also 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 we will also address how to accomplish the task in QuickBooks Online.


QuickBooks Desktop Super‐Geek Description

This course expands upon the principles instructed in QuickBooks Database Essentials. Using case studies we 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.

Instructor: William “Murph” Murphy Course Level: Intermediate Prerequisites: Understanding of QuickBooks Database Essentials CPE Hours: 2

What Every ProAdvisor Should Know about QuickBooks Description

This course covers the “best of the best” tips, tricks and Best Practices for getting the most out of QuickBooks Desktop.


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Learning Objectives

After attending this course, you will know:

Identify tried‐and‐true QuickBooks‐users’ tips for speeding up the use of QuickBooks Desktop

“Secret” keyboard commands

How help your client avoid making mistakes

How to identify the signs of previous “QuickBooks abuse”

Understand the options for rehabilitating an “abused” QuickBooks company file

Identify the features in QuickBooks that can be leveraged for use in special circumstances

Diagramming Workflow in Client Engagements (Part 1) Description

Using diagrams to represent workflow (Process Modeling) are a powerful way to add value and increase predictable outcomes in your consulting engagements. In this lecture session you will learn what workflow diagrams are, their value in consulting engagements and how to create them. Instructor: Wendelyn Duquette Course Level: Basic Prerequisites: None CPE Hours: 2 Learning Objectives

In this session, you will learn the following:

What are Process Modeling Diagrams

How to create a process model diagram

The value of diagraming process models

Building a High Value, High Efficiency Workflow with SmartVault

Description

SmartVault is upping the game when it comes to helping accountants instrument an efficient, and highly valuable

workflow in their practice. We embed workflow right inside the apps you are already using – and we do it better than

anyone! We’re excited to introduce brand new capabilities for accounting services and tax preparation workflows that will

have a transformative impact on your business…and your bottom line!

Whether you’re a current SmartVault user looking to improve your current workflow, or maybe you’re new to SmartVault

and eager to start going paperless, or even if you’re a consultant interested in learning how to make SmartVault part of

your service model – this is a session that is worth your time.

Instructor: Eric Pulaski Course Level: Basic Prerequisites: None CPE Hours: 2

Learning Objectives

Join us for this interactive workshop (bring your workflow questions!) and learn how to:

Integrate SmartVault inside QuickBooks and QuickBooks Online to streamline accounting services workflow and work more efficiently with clients

Share tax returns securely in one easy step with our new integrations for Intuit Lacerte and ProSeries Tax

Manage users easily, cut down on manual tasks, and reduce human error with new role‐based security and client‐centric groups

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IFSM & QBO Integration: Dispatching, Scheduling, and Business Process Simplification Description

Soup to nuts, everything you need to know to identify and qualify QBO Service, Repair, and Installation clients who will

benefit from business process automation. As a Trusted Business Advisor to your clients, learn how to communicate the

business advantages of the IFSM and QuickBooks integration. Gain an in‐depth understanding of how IFSM offers your

customer a simplified process that includes service call scheduling, dispatching, inventory tracking, cash flow

improvement, and cost reductions. Experience a live demonstration synchronizing QBO with IFSM! Learn about

available contacts and resources for assistance with your IFSM opportunities.

Instructor: Cheryl McElrath Course Level: Basic Prerequisites: None CPE Hours: 2

Learning Objectives

In this session, you will learn:

• Identify and qualify IFSM and QBO integration opportunities

• Understand and be able to confidently communicate the business advantages of integrating IFSM & QBO

• At a high level understand the IFSM product capabilities

• Learn how to setup and run a QBO and IFSM synchronization

Excel: Working with Imported Data Description

Many times we need to get data from a source other than Excel. To prevent time‐consuming data entry, we also at times

have to create data files for vendors or governmental agencies. In this advanced Excel session you will learn to

manipulate Excel information to create header and data records used in text files that can be read by other programs.

We’ll use many of the TEXT functions to pad fields with the correct number of characters, remove decimals from data to

be imported, and create import files needed to upload data to federal and state agencies. Learn tricks for removing

unwanted spaces and characters from your data and for filling fields with the correct number of leading characters.


Method: Personalization 1 ‐ Tables and Screens Description

The course will introduce Method’s platform as it relates to a database that integrates with QuickBooks accounting

software and bring together all customization concepts and related elements of Method app design. With the Method

platform, you have the ability to personalize the system for your business' unique needs. The principles of database

which include tables, fields, and field types will be covered via hands‐on examples. Then the course covers Method‐

designed screens, tools, and controls along with other designer‐specific concepts using our drag and drop tools without

any coding required.

Instructor: Valbon Shabani Course Level: Basic

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Learning Objectives

Introduction to tables & fields

Creating new database tables made for you

Framework for Method apps

Screen designer basic concepts

Introducing QuickBooks Point of Sale Desktop 12.0 (QB POS Desktop 12.0 PA Cert Exam Prep ‐

Part 1) Description

This course gives an overview of QuickBooks Point of Sale Desktop 12.0, including what’s new in V12.0, what clients are a good fit, the Point of Sale 12.0 Desktop line up and best practices to help ensure a successful installation and setup. Note: This course is the first part of the QuickBooks Point of Sale Desktop 12.0 ProAdvisor Cert Exam Prep. Curriculum is provided by Intuit. This track is designed for ProAdvisors who are certified in 1 of the 3 most recent versions of QuickBooks Desktop and wish to become certified in QuickBooks Point of Sale Desktop 12.0. If you’re interested in pursuing the Point of Sale Desktop 12.0 ProAdvisor Certification or just want to learn more about the latest Point of Sale Desktop offering, you should attend this course. Instructor: Leslie Capachietti Course Level: Intermediate Prerequisites: None CPE Hours: 2

2:30 PM

Complex Problem Solving in QBO (Adv. QBO Cert. Exam Prep. Part 4) Description

This session covers complex problem solving in QBO, data review and clean up, and banking and reconciliation

troubleshooting.

Note: This session is the fourth part of the QBO Advanced Certification Exam Prep course and covers the second half of

Module Four: Advanced Reporting and Complex Problem Solving. This session uses the official Intuit course curriculum.

If you are pursuing the QBO Advanced Certification Path, you should attend this course.


Year‐End Procedures and Periodic Tasks in QuickBooks Desktop (ProAdvisor Cert. Exam Prep. Part 7) Description

This session covers Year‐End Procedures and Periodic Tasks in QuickBooks Desktop and includes starting year‐end

procedures, utilizing Client Data Review, entering additional data, understanding Year‐End reports, finishing basic year‐

end tasks and periodic tasks.

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Note: This session is the seventh part of the QuickBooks Desktop ProAdvisor Certification Exam Prep course and covers

Course 9: Year‐End Procedures and Periodic Tasks. This course uses the official Intuit curriculum for QuickBooks


attend this course.


Add Ons QuickBooks Adv. Inventory, Adv. Pricing, and Adv. Reporting (QBES 2015 ProAdvisor Cert Exam Prep

Part 2) Description

This course will give an overview of the QuickBooks Enterprise add on’s – Advanced Inventory, Advanced Pricing, and

Advanced Reporting. We will learn how to enable and use each tool.

Note: This course is the second part of the QuickBooks Enterprise Desktop 20150 ProAdvisor Cert Exam

Prep. Curriculum is provided by Intuit. This track is designed for ProAdvisors who are certified in 1 of the 3 most recent

versions of QuickBooks Desktop and wish to become certified in QuickBooks Enterprise 2015. If you’re interested in

pursuing the QuickBooks Enterprise 2015 Certification or just want to learn more about the latest QuickBooks Enterprise

offering, you should attend this course.


QuickBooks Enterprise Solutions Advanced Inventory (Part 2) Description

Please refer to description provided in Part 1 on Wednesday at 12:10 pm

100 Minutes with Intuit: QuickBooks Enterprise Description


program directors and executives. Meet with the QuickBooks Enterprise Product team! In this session, the team will

share what’s new and what we’re focusing on next while leaving plenty of time for your questions.

Presenters: Laura Dansingani and Joseph Lasee Course Level: Basic Prerequisites: None CPE Hours: 2

QuickBooks Desktop for Non‐Profits (Part 2) Description


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QBO Consulting Strategies ProAdvisor PANEL Description

In a panel moderated by Joe Woodard, QuickBooks Online expert consultants will share their best strategies and tips for

implementing QuickBooks Online.

Panelists: Hector Garcia, Cathy Iconis, Stacy Kildal Course Level: Basic Prerequisites: None CPE Hours: 2

Moving From Bookkeeper to Trusted Advisor Description

Do you find yourself thinking, “Yes, the accounting industry is moving away from data entry to trusted advisor, but specifically how do I get there? I cannot drop my clients and start over.” We will examine how to move your current clients, while getting new clients as your role changes. Panelists: Gale Kirsopp Course Level: Basic Prerequisites: None CPE Hours: 2

Diagramming Workflow in Client Engagements (Part 2) Description


When and How to Leverage QBO to Streamline Client Accounting Services Description

In this session, our instructors discuss branding, creating teams, gaining credibility, and third party app resources. They will be presenting several case studies with break out groups, lively discussions and a “Cheat Sheet Take away” for you to use in your own practice. Instructors: Denise Bailey and Deborah Defer Course Level: Basic Prerequisites: None CPE Hours: 2

Turbocharge QuickBooks with Project Accounting Description

For professional services and project‐based firms, capturing billable time and expenses, developing accurate budgets

and forecasts, and maximizing profitability should always be the top priority. Join Joe Woodard (CEO, Woodard

Consulting Group) and Shafat Qazi, CEO & Founder of BQE Software as they discuss how you can ensure maximum

profitability for your practice by using the right tools that work with QuickBooks to drive efficiency and performance.

Instructor: Joe Woodard and Shafat Qazi Course Level: Basic Prerequisites: None CPE Hours: 2

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Learning Objectives

In this course, you'll learn how to:

Streamline and automate the capture of all billable and non‐billable time and expenses

Monitor project performance, forecast workload accurately and get real‐time visibility into project finances

Manage the successful execution of projects all the way through to financial accountability

Utilize the power of BillQuick and QuickBooks to track financial performance and make effective decisions at the

project‐level

Intuit Field Service Management Level 1 Certification Prep Class Description

A high level overview of IFSM and the QBO/QBE integration and synchronization program will be presented. The

objective of the class is to prepare you to complete the IFSM Level 1 Certification. Take aways include:

Overview of IFSM to include available add‐on modules

• Gain an understanding of how to identify target industries and customers

• Learn about the basics of configuring and setting up IFSM

• Understand the resources available to assist with opportunities

• Learn how to deliver a persuasive demonstration

• Understand how you can make money selling IFSM

Instructor: Cheryl McElrath Course Level: Basic Prerequisites: None CPE Hours: 2

Excel Macros ‐ Automating Your Workflow with Visual Basic for Applications (Part 1) Description

You will learn to use the powerful features of Excel’s Macro Language—Visual Basic for Applications—to automate your

work and do repetitive jobs. You’ll learn to record macros that require no modification in order to use them for

importing and selecting data. This session teaches you how to move the cursor and select variable ranges, make your

macros interactive, repeat actions to do huge jobs quickly and automate repetitive work. {The one great feature of Excel

when it comes to VBA is its Macro Recorder. By using the recorder to record a macro and then simply changing parts of

the recorded macro we can get off to a fast start creating Excel VBA programs and automating our work. Thanks to its

recorder Excel can help you with complicated visual Basic code and help you avoid typing and correcting syntax errors.

The Excel macro recorder is easy to use. Now you need to learn the tricks for recording macros that work again and

again without modifying your recorded code. See how Excel macros can be used to run other applications. Receive

instructions on building useful macro routines that can be used to save time in almost all macro applications you create.

Learn to use the ActiveCell object in Excel Macros. Learn shortcuts for using variables in macros and how to change

worksheet data with them.


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Method: Personalization 2 ‐ Customization & Actions (Part 1) Description

With the Method platform, you have the ability to personalize the system for your business' unique needs. This two‐part

course will introduce users to the concept of customization within Method’s new designer specifically introducing

Method actions by using existing Method apps as‐well‐as custom Method apps. In this course we will explore what

actions are, where they are used, how they are executed and go through a hands‐on experience of setup and

configuration of action wizards to create actions sets and custom workflow using Method's drag and drop tools without


Learning Objectives

Understanding & using Method actions

Method Events as related to actions

Creating basic personalized app in minutes with no coding required


Daily Operations with QuickBooks Point of Sale Desktop 12.0 (QB POS Desktop 12.0 PA Cert Exam Prep ‐ Part 2) Description

This course covers the entire sales cycle (for both single and multi‐store), the end of day process including, reporting and

Financial Exchange with QuickBooks Financial Desktop.

Note: This course is the second part of the QuickBooks Point of Sale Desktop 12.0 ProAdvisor Cert Exam

Prep. Curriculum is provided by Intuit. This track is designed for ProAdvisors who are certified in 1 of the 3 most recent

versions of QuickBooks Desktop and wish to become certified in QuickBooks Point of Sale Desktop 12.0. If you’re

interested in pursuing the Point of Sale Desktop 12.0 ProAdvisor Certification or just want to learn more about the latest

Point of Sale Desktop offering, you should attend this course.

Instructor: Leslie Capachietti Course Level: Intermediate Prerequisites: None CPE Hours: 2

4:20 PM

QBO and Advisory Services (Adv. QBO Cert. Exam Prep. Part 5) Description

This session covers QBO and Advisory Services, including Financial Analysis – ratios, benchmarking, and cash flow. It also

covers the APP Eco‐system including Needs Assessment, identifying and selecting apps, and steps for implementation

and training.

Note: This session is the fifth and final part of the QBO Advanced Certification Exam Prep course and covers Module

Five: Advisory Services. This session uses the official Intuit course curriculum. If you are pursuing the QBO Advanced


Instructor: Laura Redmond

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Course Level: Intermediate Prerequisites: None CPE Hours: 2

What's New in QuickBooks Desktop for 2015 (ProAdvisor Cert. Exam Prep. Part 8) Description

This session covers the new features in QuickBooks 2015: What's New for Everyone; For Accounting Professionals; For

Your Clients; Exclusively for Enterprise; Exclusively for Enterprise with Advanced Pricing; For QuickBooks for Mac.

Note: This session is the eighth and final part of the QuickBooks Desktop ProAdvisor Certification Exam Prep course and

covers Course 10: What’s New for QuickBooks 2015. This course uses the official Intuit curriculum for QuickBooks


attend this course.


Consultation, Installation, and Implementation with QuickBooks Enterprise 2015 (QBES 2015 ProAdvisor Cert

Exam Prep – Part 3) Description

This course covers the consultation, installation, and implementation phases of a QuickBooks Enterprise client roll out.

Note: This course is the third part of the QuickBooks Enterprise Desktop 20150 ProAdvisor Cert Exam Prep. Curriculum

is provided by Intuit. This track is designed for ProAdvisors who are certified in 1 of the 3 most recent versions of

QuickBooks Desktop and wish to become certified in QuickBooks Enterprise 2015. If you’re interested in pursuing the

QuickBooks Enterprise 2015 Certification or just want to learn more about the latest QuickBooks Enterprise offering, you

should attend this course.


QuickBooks in Your Own Private Cloud

Description

As technology advancements evolve, the options for our firms to access QuickBooks remote are increasing. This course

will evaluate Intuit's Commercial Host program, the self‐host option for ProAdvisors and what that means, as well as

demonstrate the building of a virtual machine in an Infrastructure as a Service environment live with QuickBooks

desktop.

Instructor: TBD Course Level: Intermediate Prerequisites: None CPE Hours: 2

Learning Objectives:

1. Understand the Intuit self‐host versus commercial host licensing programs

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2. Evaluate options for ProAdvisors in adopting a Cloud solution

3. Observe the build of a virtual server in a private cloud environment, live in class

4. Observe the installation of QuickBooks desktop on the virtual server

5. Demonstrate private cloud capabilities

Communication in the 21st Century Description

How we communicate reflects on our business acumen, character, though leadership, professionalism, and our respect

for those with whom we communicate. Besides spoken conversations, most of our communication leaves a permanent

mark. Consider the different ways in which we communicate in writing: email, typed correspondence, website content,

texting, news releases, notes in files, blogging, articles, meeting notes and agendas, newsletters, and so on. It's

important to know not only how to avoid common blunders in your written communication but how to use this

communication to gain respect, improve relationships, and advance in your career. This session presents exactly the

type of soft skills that will help bridge the communication gap between generations.

Instructor: Gail Perry Course Level: Basic Prerequisites: None CPE Hours: 2

Featured Breakout with Les McKeown Please check back for a description of this session.

Featured Breakout “Journey to Value Pricing” with Ron Baker Please check back for a description of this session.

Grow and Improve Your Practice with the QuickBooks ProAdvisor Program

Description

Are you taking advantage of all the QuickBooks ProAdvisor Program has to offer? Attend this course to learn about all of

the not so hidden resources available to you in the program. Newer ProAdvisors should attend to get familiar with

program offerings, and not‐so‐new ProAdvisors should attend to learn how to get the most value out of their

membership. This is a great course for anyone looking to grow their and improve their practice. Topics include

certification paths, marketing tools, training resources and where your membership can take you in the industry.

Instructor: Kaydee Peterson Course Level: Basic Prerequisites: None CPE Hours: 2

Excel Macros ‐ Automating Your Workflow with Visual Basic for Applications (Part 2) Description

Excel Macros are powerful. Why? Because they’re really Visual Basic—a full‐featured programming language. VBA or

Visual Basic for Applications is a subset of the application Visual Basic with specific objects and actions added to take

advantage of an application’s built‐in functions and features. By using the features built into Excel with Visual Basics for

Applications we can simply automate our routine work or create full‐featured applications for performing complex tasks

through simple menus and input boxes. Become familiar with the 12‐step process for thinking through and automating

involved jobs in Excel, automate repetitive procedures, prompt for user action, prevent errors from occurring, and open,

create and close other files. With the Visual Basic Editor you will learn to use the ActiveCell object in Excel Macros to get

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and change information in Excel. You’ll learn the “S‐I‐S” technique for selecting a changing data range. After this session

you can start automating your long routine jobs with Excel macros.

You will receive instruction for making macros interactive, creating message and input boxes, creating IF statements to

perform conditional loops when working with data. You know how to find coding errors and correct then by using VBA

debugging techniques. Excel is one of the best tools for building very sophisticated programs since it already has great

features for summarizing data and data analysis. With VBA, Excel can be used as the “engine” for creating some of the

most advanced applications with the least amount of programming time.


Method: Personalization 2 ‐ Customization & Actions (Part 2) Description

With the Method platform, you have the ability to personalize the system for your business' unique needs. This two‐part

course will introduce users to the concept of customization within Method’s new designer specifically introducing

Method actions by using existing Method apps as‐well‐as custom Method apps. In this course we will explore what

actions are, where they are used, how they are executed and go through a hands‐on experience of setup and

configuration of action wizards to create actions sets and custom workflow using Method's drag and drop tools without



Learning Objectives

Understanding & using Method actions

Method Events as related to actions

Creating basic personalized app in minutes with no coding required

Inventory Mgmt and Troubleshooting the Most Common Mistakes ‐ QuickBooks Point of Sale Desktop

12.0 (QB POS Desktop 12.0 PA Cert Exam Prep – Part 3) Description

This course covers purchasing & receiving as well as how to Identify and correct the most common mistakes users make.

Note: This course is the third part of the QuickBooks Point of Sale Desktop 12.0 ProAdvisor Cert Exam Prep. Curriculum

is provided by Intuit. This track is designed for ProAdvisors who are certified in 1 of the 3 most recent versions of

QuickBooks Desktop and wish to become certified in QuickBooks Point of Sale Desktop 12.0. If you’re interested in

pursuing the Point of Sale Desktop 12.0 ProAdvisor Certification or just want to learn more about the latest Point of Sale

Desktop offering, you should attend this course.

Instructor: Leslie Capachietti Course Level: Intermediate Prerequisites: None CPE Hours: 2

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Workshop Descriptions

Multi‐Day Workshop

Consult‐a‐thon Description

This is a nine‐part course. Attendees should plan to attend all nine sessions.

Attendees will work in project groups throughout the entire conference, involving vendors and advisors from the

conference to complete projects and tasks as a group. Every team member will get a chance to act as a project manager

and a team member. Team assignments will be given using simulated company scenarios based on real‐life

situations. Some possible projects include setting up a CRM, building a website and integration of third party products

with QuickBooks. We will be using tools from vendors that are at the conference and will require complete

participation. No slackers allowed!

Attendance will be limited to about 50 people (5 teams of 10) and will be open to all, but those going to the conference

to obtain certification on a subject should be discouraged from participating.

This course requires a separate registration. Registration for individual sessions is not available. Attendees should plan

to attend all 9 sessions.

Instructors: Jim Savage and Robin Hall Course Level: Basic Prerequisites: None CPE Hours: 18

conference schedule and sessions - acctivate · 2018-01-28 · quickbooks desktop database...

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