10 must-attend breakout sessions at #QBConnect 2017

10 must attend breakout sessions at QuickBooks Connect 2017

Across three days, Intuit’s QuickBooks Connect 2017 will provide you with countless opportunities to learn, connect with your peers and discover new strategies to grow your accounting practice. The agenda is loaded with different sessions, so if you are attending, you need a plan to get the most out of the event.

Guest post by Ian Vacin

Aside from the big name keynotes that everyone will be checking out, there are some amazing sessions scheduled that every accountant should make an effort to attend. To make it easy for you, Ian Vacin has selected his top 10 sessions that will leave you with clear takeaways to drive your firm’s success.

Wednesday, November 15

11:00 am:

Jason Blumer — Creative marketing ideas for accountants

Bringing his creative genius to QB Connect for the first time ever, Jason Blumer will explore ideas and share some new strategies you can use to market and grow your accounting firm.

1:30 pm:

Panel — Value pricing roundtables: learn from the experts

Featuring: Michelle Long, Peter Cullen, Joe Woodard, Kirk Bowman, Mark Wickersham & Ronald Baker

This unique session, taught in an intimate roundtable discussion setting, will let you hear from the some of the world's leading experts on value pricing. Get answers on what has been one of the most vexing areas for accountants over the past few decades.

3:30 pm:

Aynsley Damery — How to double your clients' profits in 5 easy steps, increase your revenues, and have fun doing it

Accountants are rushing to improve their profitability by adding advisory services. What services should you add to your practice's offering? And how can you approach your compliance clients to move them to year-round clients? Aynsley's 5 steps will give you the roadmap you're looking for.

4:50 pm:

Panel — Creating a million dollar firm

Featuring: Jason Blumer, Joe Woodard, Debra Kilsheimer, Jeremy Allen & Joe Carufe.

A big-name panel made up of leaders who have built and grown million dollar accounting businesses. The insights you gather from this session alone will make your ticket worth the money.

Thursday, November 16

7:45 am:

Joe Woodard — Automating processes: the path to extreme profitability for the accounting profession

If you want to make a big positive impact on your practice in the shortest amount of time, you need to focus on your processes. Joe Woodard will outline how you can automate them to maximize your value and free up key capacity in your firm.

11:00 am:

Mike Michalowicz — How to make your accounting practice run on automatic

Join the author of Profit First to learn strategies to take your practice to the next level in profitability and efficiency. Mike has been leading a movement over the past few years and his advice is simple, impactful and proven.

1:30 pm:

Clayton Oates — Accountants and bookkeepers go together like peas & carrots

As firms continue to grow and specialize, understanding how to drive more value using resources inside and outside your firm is critical. Clayton has run a successful firm, is a change agent in the industry, and a remarkable speaker. No one is better-suited to exploring this topic than him.

2:50 pm:

Geni Whitehouse — How to build credibility with prospects & clients

Geni brings a wealth of knowledge from her experience working with clients in the wine industry and knows a thing or two about building credibility with her customers. She is also an incredibly entertaining presenter. No doubt this session will be a memorable one.

Friday, November 17

9:00 am:

Power panel — All about apps

Featuring: Byron Patrick, Mariette Martinez, David Leary, Jennifer Moore & Wayne Schmidt

Join Karbon's Wayne Schmidt and a panel of experts to learn how to navigate the vast sea of apps to find the core solutions that will help to power your firm.

10:20 am:

Michelle Long — 5 steps to generate more referrals and leads

If you want to drive client acquisition growth, your first place to look is your current client base. Use this session to gain some valuable referral marketing techniques to find and acquire more of your ideal clients.


QuickBooks Connect 2017 will take place from 15-17 November in San Jose, CA. View the full agenda here.

Attend a Karbon demo at QBConnect 2017 for your chance to win an Amazon Echo Plus. Click here for more details and to register.

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Ian Vacin

VP Education & Partnerships, Karbon

twitter.com/ian_vacin

Ian is passionate about helping accounting professionals be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.

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