Accountex USA | September 5-6, 2019 | Hynes Convention Center | Boston, MA

Educational Sessions

Pre-Event Workshops
Wednesday, September 4th
Day 1
Thursday, September 5th
Day 2
Friday, September 6th

Extend your learning by adding Pre-Event Workshops to your registration!

QuickBooks Online Certification $

This course will provide you with the skills and knowledge required to provide a professional level of support to small business clients and help them succeed using QuickBooks Online. As...
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Heather Satterley

Working with Excel Power Query & Power Pivot + Power BI Desktop $

If you have heard of Excel’s Power Query and Power Pivot but aren’t exactly sure what they are or what they do, this workshop is for you. We will dig...
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Jeff Lenning

Using Psychology 101 to Build Your Business $

You are not crazy and neither are your clients – or at least most of them aren’t. But you can use psychological principles to better understand the needs of your...
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Leslie C. Shiner

Mastering Bill.com’s Intelligent Business Payments Platform to create efficiencies for your clients, your firm and your staff.

Learn how to transform your client’s back office by leveraging Bill.com’s Intelligent Business Payments Platform. From setup of your console and your client accounts, to customizing notifications, you’ll learn how...
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Franklin Soares

Mastering Bill.com’s Intelligent Business Payments Platform to create efficiencies for your clients, your firm and your staff.

Learn how to transform your client’s back office by leveraging Bill.com’s Intelligent Business Payments Platform. From setup of your console and your client accounts, to customizing notifications, you’ll learn how...
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Franklin Soares

Sales & Use Tax Concepts, Challenges and Solutions $

The complexity of sales and use tax as well as the number of recent changes and items in the news has most finance professionals wondering how these changes impact their...
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Diane Yetter

How to Add Maximum Value for your Growing Clients $

You’ve heard the hype about offering consulting services. You know it’s something you should do but where do you start? What does consulting really look like and how does it...
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Geni Whitehouse, CPA.CITP

State of the Industry

For those that embrace technology, there has never been a better time to own a small to mid-sized accounting firm. Big firms are shedding clients, creating a once-in-a-generation opportunity to...
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Daniel Hood
L. Gary Boomer
Jess Scheer
Geni Whitehouse, CPA.CITP

Understanding Labor Cost, Productivity & Efficiency

The accounting industry is labor intensive. Even with the modern technical advances, it’s still important to build a competent labor force. It is crucial for you and your clients to...
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Leslie C. Shiner

The Remote Leader: Empowering Employees No Matter Where They Work

Leadership doesn’t stop at the office door. In today’s dynamic environment, more firms are finding the best talent outside their neighborhoods. How do you keep your firm’s culture intact miles...
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Amanda Aguillard, CPA

Leverage Linkedin: Optimize Beyond Your Profile

For those that have only touched the surface of Linkedin by only setting up their profile and then hardly ever returning to the platform, this session is for you. Joanne...
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Joanne DelBalso

Overview of Excel Power Query & Power Pivot + Power BI

In this session, you’ll see how Excel’s Power Query and Power Pivot can help automate recurring Excel reports. Power Query enables you to get and transform the source data files,...
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Jeff Lenning

The Future is Here: What you need to know today about tomorrow’s technology trends

Robotic process automation (RPA), artificial intelligence (AI), big data, 5G and blockchain may all sound like “future tech,” but these key technologies are already beginning to dramatically re-shape our everyday...
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David Cieslak

Demo by Keeper Security

Learn How to Protect Your Company with Keeper Discover how to prevent data breaches, improve employee productivity, cut helpdesk costs and meet compliance standards with Keeper, the leading business password...
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Giles McVay
Keeper Security

Demo Sponsored by xtraCHEF

xtraCHEF automates the manual, time-consuming busy work of restaurant bookkeeping while providing real-time, dynamic dashboards and reports that make analysis and insights a piece of cake. We’ll show you how...
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Jeff Steinberg

Demo by LSQ

How Business Clients Can Leverage Data Science to Thrive While Mitigating Risk In addition to frequently encountering cash flow obstacles, many businesses lack the resources needed to effectively audit their...
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Richard Lee

Demo by Brinks

Take Control of Business Expenses with Brink’s Business Expense! Brink’s prepaid expense cards allow you to control when, where, and how much employees can spend. Save time and money, and...
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Emma Murphy Gholson
Brinks

The Future of AI in Accounting

Join us in the Emerging Tech Theater to hear more about  Botkeeper’s Automated Bookkeeping platform. First, we’ll talk about the AI and ML we’ve incorporated into our “Bots,” with a...
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Enrico Palmerino

Cash Flow: The winning formula to transform your practice

The accounting landscape is changing rapidly. Come hear from Finagraph experts about a win-win strategy on how you can transform your practice using cash flow forecasting as a service to...
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Justin Pulgrano

Cloud Hosting – Why We’re the Best Choice

You want all your services to be reliable and know that you are working with the best team possible. We believe all businesses should be able to easily add secure...
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gotomyerp
Robert Eppele

Grow Your Firm with Process Automation Advisory Services

Sponsored by ADP Today’s dynamic business landscape requires small business owners to run fast, creating new opportunities for accounting professionals to advise business clients on how to leverage technology and automate processes...
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Heather Satterley

Virtual Controller: New Services To Grow Your Revenue

Sponsored by Receipt Bank There’s a huge opportunity for accounting firms to add virtual controller services to their firm’s service offering. Clients are looking for more from their accountant, and...
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Damien Greathead
Receipt Bank

Delivering On The Promise Of Advisory

Sponsored by Xero Understanding advisory services can be overwhelming. With a variety of options and technology available, it’s essential you have a plan. In this presentation, you’ll get expert tips...
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Kenji Kuramoto

Demo by gotomyerp

gotomyerp
Robert Eppele

Demo by Oracle NetSuite

Join this demo to learn more about: Growing profitability via changing revenue streams Digital marketing to differentiate your firm as a Technology CPA Review of Oracle NetSuite CPA partnerships and...
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Jason Glass

Demo by Acumatica

How a modern true cloud based ERP system improves productivity and reduces IT costs
Eric Moreau
Acumatica

Demo By Receipt Bank

Receipt Bank is revolutionizing bookkeeping for over 5,000 accounting and bookkeeping firms and tens of thousands of small business customers globally, using award winning AI and automation to unlock the...
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Receipt Bank

Creating an Exit Strategy for the Small Business Owner

Most sole practitioners are an independent sort —they start their own business, begin small, and then over time grow. But at some point every business owner faces an inevitable (and extremely important) question: How do I leave my business, on my own terms, and in my best financial interests? This session explores the topic of how a Solopreneur can successfully retire. The two primary...
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Leslie C. Shiner

South Dakota v Wayfair: How do you Advise your Clients?

South Dakota v Wayfair – the biggest change in sales and use tax in 50 years. This case impacts every business – both sellers and purchasers. Businesses of all sizes...
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Diane Yetter

Playing through the Line… The Continuum of Value

    Learn how you can increase your value while increasing capacity and capabilities. Selecting the right clients and services is paramount. Our system of targeting and filtering will accelerate your...
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L. Gary Boomer

Inspector Gadget

Gizmos and gadgets have become an indispensable part of our digital lives – ever transforming the way we work, play and live. From cloud computing, mobile and hybrid devices to...
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David Cieslak

Overview of Excel Power Query & Power Pivot + Power BI

In this session, you’ll see how Excel’s Power Query and Power Pivot can help automate recurring Excel reports. Power Query enables you to get and transform the source data files,...
Read More
Jeff Lenning

Leading Through Technological Innovation

Understand how the legacy principles of leadership have changed during this time of innovation and disruption. Avoid being caught in the trap of repeating past mistakes and wondering why your firm...
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Dr. Sean Stein Smith CPA, CMA, CGMA, CFE, PHD
Garrett Wagner, CPA.CITP

Demo by MyFirmsApp

The World’s Leading App Solution for Progressive CPA Firms More than 1000 firms globally trust MyFirmsApp to connect them to their clients and prospects in this digital age. The App...
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Dan Richards
MyFirmsApp

Demo by eMoney Advisor

Brittany von Czoernig
eMoney Advisor

Demo by Bill.com

The Bill.com Intelligent Business Payments Platform The new Bill.com is the intelligent business payments platform: smarter and more intuitive and built to make your payment process more efficient and scale with your accounting firm.  Join us for this demo to get a look at the new design: cleaner, more modern and easier to use for you, your staff and your clients.  See what’s under the hood, the anticipated new features and learn how the powerful artificial intelligence and machine learning capabilities will simplify your payment workflows and save you even more time.
Franklin Soares
Bill.com

Selling Your Brain Access Level Agreements

This session is dedicated to the possibility that a professional firm will be more effective for its customers if it begins to sell not hours or service, but access to...
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Ed Kless

Making Sense of Data: How to Move from Information to Wisdom

In today’s world, we have more data than we know what to do with – big data, little data, good data, and bad data. But what’s the point if we...
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Acumatica
Geni Whitehouse, CPA.CITP

The Importance of Application Integration with QuickBooks Desktop to the Accountant/Client Workflow

Please join Will Yapp, VP Sales & Marketing at Right Networks, as he leads a panel of distinguished industry veterans representing CPA firms, application ISVs and application integration companies through...
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Will Yapp
Right Networks

AI and Its Regulatory Impacts on Accounting

Session Sponsored by Botkeeper AI is a huge buzzword in today’s tech circles but most people don’t truly understand how AI works, nor how AI is trained, developed and improved....
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Enrico Palmerino
botkeeper

Demo by Xero

Accounting in Action – A Xero Demo Meet Mission Possible, a company that recreates movies. Let’s go behind the scenes of this extraordinary business and check out their inspired accounting....
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Kenji Kuramoto
Xero

Demo by Sage

Hemina Patel
Sage

Demo by GABLE TAX GROUP

The new Landscape for Sales Tax Nexus Post Overturn of Quill Gable Tax Group will discuss the Supreme Court’s decision on South Dakota v. Wayfair; the New Sales Tax Nexus...
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DENA OBERST

Leverage Linkedin: Optimize Beyond Your Profile

For those that have only touched the surface of Linkedin by only setting up their profile and then hardly ever returning to the platform, this session is for you. Joanne...
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Joanne DelBalso

Mindsets, Skillsets & Toolsets…today and the future!

Learn the mindsets, skillsets and toolsets that insure relevance and future success. Most firms realize they must change, but are focused on the “how” and are paralyzed due to the...
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L. Gary Boomer

Leading through technological innovation

Understand how the legacy principles of leadership have changed during this time of innovation and disruption. Avoid being caught in the trap of repeating past mistakes and wondering why your firm...
Read More
Dr. Sean Stein Smith CPA, CMA, CGMA, CFE, PHD
Garrett Wagner, CPA.CITP

Demo by Hubdoc

Hubdoc
Erik Topper

Demo by ADP

Come experience a demo of ADP’s award-winning Accountant Connect platform to learn how easy it can be to automate payroll & HR services within your practice.  We’ll share the latest...
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ADP
Heather Sperduto

Sales & Use Tax Automation: How to Guide your Clients Post Wayfair

As businesses react to the changes in where they are required to collect sales tax, one of their first questions is how do I do this?  There are many options but what are the differences and are the price differences relevant?  In this session, we’ll talk about what factors need to be considered in evaluating a sales tax automation solution.  We’ll also talk about best practices in implementing the solution.  One of the big decisions is whether to register under the Streamlined Sales Tax program.  Come hear when this make sense and could be the key decision on which solution to use.  There are a variety of options available including using the existing functionality in an e-commerce or billing system.  We’ll talk about when that is appropriate.  Knowing the options as well as what is the right tool for your client’s needs is key to making this transition as painless as possible.
Diane Yetter

The Power of Partnership.

How to take your QuickBooks ProAdvisor practice to the next level through partnering. The concepts shared in this class can also be used for advisors that support other products such as Xero, Sage, Netsuite etc. However, I will share my tips and tricks as a QuickBooks Proadvisor and how I found connections within our community.
Carrie Kahn

Inspector Gadget

Gizmos and gadgets have become an indispensable part of our digital lives – ever transforming the way we work, play and live. From cloud computing, mobile and hybrid devices to...
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David Cieslak

Smart Back Office 2019 Updates

Each year brings new and exciting technology solutions, but which ones are right for your business? This session will help you see both the forest and the trees – rather...
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Marsha Gibb
Stephen King

Demo by Procurify

Who approved this purchase?!?!?!? Sound familiar? Let us show you how to empower your clients to adopt a proactive spend culture and achieve complete spend visibility while being seen as...
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Procurify
Robert Williams

Demo by Zudy

Challenging Assumptions with Zudy’s No-Risk AppDev Strategy Do you struggle with deciding and then implementing advanced technologies that could move the needle for your business? The Zudy No-Risk Strategy of...
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Zudy

Demo by Clarity Practice Management

A Day in the Life of A Clarity Practice Management User: Frank Stitely, Author of The Relentless CPA: The New 21st-Century System for Driving Success at Tax and Accounting Firms will share...
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The Relentless CPA
Clarity Practice Management
Frank Stitely, CPA, CVA

Sage 50cloud the solution you know and love: Advising your clients with more confidence.

Question: Can you imagine having the freedom to control your practice anytime, anywhere and advise your clients with confidence? At the end of this session, the attendee will know how...
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Hemina Patel
Sage

Fireside chat – Practical advice on growth and automation in your accounting firm

Session by Practice Ignition We’re lucky to have three industry experts – Dan Gertrudes, David Emmerman, and Heather Satterley, join us to discuss the topics of growth and automation in...
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Andrea Lucke
Dan Gertrudes
David Emmerman
Practice Ignition
Heather Satterley

Demo by Roger

A demo of Roger focusing on how to set up compliant and efficient workflows for approvals, coding, payments, reconciliation and more across your entire client base, automating 80%+ of your...
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Roger

Be a Five-Star Business

Session Sponsored by Broadly As consumers increasingly rely on digital tools to find and interact with your practice, it’s critical to ensure that your team is systemized and striving to...
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Stephen Panis

Reducing Fraud with Automation – Why companies and accounting firms are using technology to automate controls to help reduce opportunistic fraud

Organizations large and small are affected by inefficient and uncontrolled supply chain accounting processes. This session will focus on advances in technology accounting firms can use to help their clients...
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Michael Cichy

Demo by Right Networks

2019 CPA Firm Trends, Technologies and Disrupters Updates This presentation will focus on today’s core technology trends impacting accounting firms including cloud, collaboration, connectivity, and IT Security. Roman will discuss...
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Right Networks
Roman Kepczyk

Demo by AbacusNext

OfficeTools provides a suite of tools to help Firms find that next gear in productivity, by reducing multiple data tracking applications into a single Practice Management solution, new efficiencies and...
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Nicole Fluty
AbacusNext

The Ambassador Factor: Modern Business Development for the Accounting Profession

What is the #1 business development challenge that accounting firms face? It’s rising above the noise and differentiating yourself from your competitors. When it comes to earning new clients and...
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Amy Franko

Get, Grow & Keep Cash In Your Client’s Business

No matter how you slice it, a company needs cash to survive. It like air is to a human. Cash is an essential basic element. Most small business owners know...
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Mike Milan

Grow your accounting practice with time saving solutions

Sponsored by Chetu Accounting practices face a number of challenges on daily basis. Some of the challenges include: How do I manage compliance details? How do I keep track of...
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Michael Stilwill

The Core Four Decisions to Increase Profits

Most CEOs use some kind of KPIs and management reports to measure their business, but which ones really help you make “Data Drive Decisions” that drive performance and profitability? Join...
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Stephen King

How Fraud Is Affecting Our Industry – Pro’s and Con’s

With technology, you would think that fraud detection would be so much easier.  Unfortunately it is the absolute opposite.  Fraudsters are getting smarter by the day.  We will be discussing...
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Dawn W. Brolin, CPA, CFE

Demo by eMoney Advisor

Brittany von Czoernig
eMoney Advisor