8 must-see sessions at Accountex Canada 2022

And that means from November 30 to December 1, attendees will have the choice between over 30 sessions from a diverse group of industry leaders on a wide range of topics—from automation and technology, to accounting firm growth strategies, pricing models, and the client experience.

With so many great sessions happening at competing times, we've hand-picked eight must-see sessions from the full program that we think will bring you the most value in preparing your firm for a successful 2023.

Wednesday, 30 Nov 2022

Unleash your niche: Benefits of a single niche practice

Presenter: Rachel Fisch (Principal, RealtyTax.CA; CPB & Owner, Fischbooks)
Time: 10.30am-11.15am

Rachel has an impressive background as an accountant, practice owner, and cloud accounting technology expert. She recently acquired RealtyTax.CA, a tax solutions firm serving Ontario REALTORS®. Rachel will be bringing her personal experience with serving a niche client base to this session for those who want to adopt a niche strategy for growth.

Systems and automations you will love. Simple implementations to create big work & life impacts.

Presenter: Kellie Parks (CPB & Cloud Process Creator, Calmwaters Cloud Accounting)
Time: 11.15am-12.15pm

Kellie crafts processes and automation for future-thinking accounting professionals who believe in the mightiness of online technology. In this session, Kellie will walk through her process of discovering which system and automation you need and how to test and implement them effectively.

(Bonus flash meeting) The Karbon effect: What makes Karbon different

Presenter: Jake Lyman (Senior Account Executive, Karbon)
Time: 12.15pm-12.35pm

Jake is passionate about helping guide teams toward more scalable and efficient processes through applying automation where it makes sense. In this flash meeting, Jake will provide an overview of how Karbon can do just that (and more). He'll present a live demo of Karbon, showcasing the features and functionality that make Karbon stand out from the rest, including Triage, Automators, productivity reporting and insights, and Karbon Practice Intelligence dashboards.

T1 value-based menu pricing system

Presenter: Louie Prosperi (Business Strategist, The Successful Bookkeeper)
Time: 1.30pm-2.15pm

Louie is a business veteran with over 25 years of experience in accounting and consulting services. He developed a customized value-based menu pricing model for accounting firms and is sharing his knowledge to help other firms adopt a value pricing model in this session.

The 8-step process to attract (and land) top talent

Presenter: Ryan Lazanis (Founder, Future Firm)
Time: 3pm-3.45pm

Ryan is an accountant-turned-business coach and consultant. A highly regarded speaker known for his actionable advice for accounting firms looking to accelerate their performance, Ryan will share his 8-step process that will help you attract and secure top candidates on your team.

Thursday, 1 Dec 2022

Creating extraordinary client experiences through tailored deliverables, customized technology, and human relationships

Presenter: Twyla Verhelst, (Head of Accountant Channel, FreshBooks)
Time: 10.30am-11.15am

Twyla is an accountant and a huge advocate for the profession. This session is all about techniques you can implement to make your clients feel more comfortable and valued. Twyla will share some easy and thoughtful ways to delight your clients with surprising experiences, and how you can leverage technology to design client-centric experiences that build trust and lasting relationships.

Elevating the employee experience to retain talent

Presenter: Julie Ruben Rodney (Founder & CEO, MaxPeople)
Time: 11.15am-12.15pm

Talent is a top-of-mind issue for accounting firms big and small. While the incoming accounting talent shortage might persist in the near future, retaining your existing talent might be the best way to get firms over this hump. This session will provide best practices and strategies to effectively address the challenges of engaging and retaining talent.

Do you know how to find gold in your backyard?

Presenter: Shaelene McInnis (CEO & Owner, Books in Line)
Time: 1.30pm-2.15pm

Shaelene is a published author and business coach dedicated to helping business owners move past the chaos and overwhelm to a place of financial success and fulfillment. In this presentation, Shaelene shares three simple client strategies you can implement today to change your practice for the better.

Connect your apps & automate your tasks with Zapier

Presenter: Esther Friedberg Karp, MBA (President, CompuBooks)
Time: 3pm-3.45pm

Zapier is a powerful tool that can quickly augment the capacity of your existing software and systems. In this session, Esther Friedberg Karp (accountant, trainer, speaker and writer) shares her secret sauce for connecting apps that don't natively integrate, and teaches you how to identify and automate low-value administrative tasks to save time and money.

Packed with value, information, and opportunities

This event is action-packed and features a nutritious menu of sessions, speakers and exhibitors. If you're interested, there's still time to register. The Karbon team will also be at the exhibitor floor to meet and greet friends old and new. Drop by booth 415 and say hi.