Accountex USA | August 22 - 23, 2018 | Hynes Convention Center | Boston, MA

Educational Sessions

Day 1
22 Aug 2018
Day 2
23 Aug 2018
Day 3
24 Aug 2018

KEYNOTE: The Hacking Age

Attackers are continuously figuring out new methods to gain access to computer systems and enterprises. Everything from Ransomware to targeted and precise attacks aimed at intellectual property theft, monetary gain,...
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Dave Kennedy

Emerging Technologies

The next wave of technology is arriving now. You will want to analyze and choose from various technologies and tools to maintain and improve your productivity. Each major emerging technology...
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Randolph P. Johnston

New Developments in Excel Reporting

Excel users have prepared reports the same way for decades … formulas and PivotTables. Typically, we export data from an accounting system, copy and paste it into an Excel workbook,...
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Jeff Lenning

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

State of Accounting Technology

75% of CPA firm owners increased their spend on accounting technology in 2018. Why? What are your peers buying? What value are your peers expecting to gain? Learn what kinds...
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Rick Telberg
Jess Scheer

Panel: Outside-in innovation: Transforming the Accounting Profession with FinTech and EdTech Startups

To lead and adapt to the vast changes we are seeing in the profession, we need to focus on maintaining an innovative and entrepreneurial spirit. This includes working with actual...
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Vince LoRusso
Emily Harper
Greg LaFollette

Leveraging Partnerships to be a Better QuickBooks ProAdvisor

If you ever feel overwhelmed by QuickBooks this group session is for you. Many people are not sure where to start and they are bombarded with updates and feel they...
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Carrie Kahn

BQE CORE – Level 1 Certification

Get your free level one partner certification for BQE Software’s groundbreaking new time billing, project management, and accounting solution, Core. BQE Vice President of Customer Services and Support Irfan Qazi...
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Irfan Qazi

Avoiding a Data Breach – Solutions for the Problem You Never Want to Have

In this presentation, Darren will discuss the evolution and current landscape of Identity and Access Management (IAM). He will explain the existing threats, review current solutions, and take attendees on...
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Darren Guccione

From Hello to Goodbye: Common Employer Myths & Misconceptions

Small employers are subject to an ever increasing number of complex laws. HR misconceptions surrounding these laws may leave employers wondering what they really need to do in order to...
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Shannon D. Jamieson

Bitcoin and Blockchain will eat our lunch. How Accountants and CPAs will lose jobs to this technology.

The technology disruption will begin to accelerate away from those who implement ERP software, keep our books in balance, file tax returns and even those in public accounting who issue...
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Robert Eppele

The Paperless Playbook for Accounting Firms

Growing your firm requires capacity, productivity and liquidity. And the best way to boost all three is by going paperless. Moving to digital processes can triple your processing capacity, increase...
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Receipt Bank
Damien Greathead

Why Put a Canary in a Coal Mine? – Measure What Matters

This session is dedicated to the possibility that a firm can increase their financial performance by changing to measurements used from inwardly facing to measurements that look outside the firm....
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Sage

Panel: Why Your Firm Can’t Afford to be a Statistic in the Talent Battleground

Public accounting firms have a staggering 15-20% turnover rate costing thousands of dollars in recruitment and training time, as well as lost potential revenue. Sadly, this number is estimated to...
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Kacee Johnson

The Competitive Advantages of Cloud-Enabling Your QuickBooks Desktop

Right Network Getting your desktop software into the cloud is the key to success for both your firm and the client. Cloud hosting desktop files allows you to maximize your...
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Will Yapp

How to Accelerate Your CAS Offering and Create New Revenue for Your Firm

Whether you call it CAS or BPO, outsourced accounting offers valuable growth opportunities for firms. By handling all accounting responsibilities for business clients, firms can offer valuable advice, support, and...
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Deborah A. Defer
Pete Potsos

Panel: Accounting Tech Ecosystem, Where Are We Going?

With approximately 800 solutions in the Accounting Technology Ecosystem, today’s marketplace has become complex and expansive. What does tomorrow’s product landscape look like? What new types of technology are on...
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Raj Sabhlok
Jamie Shulman
Kurt Kunselman
Ed Kless
Kacee Johnson

READY, SET LIVE !! Using Live Video Streaming To Build Your Brand and Authority

How do you find new leads and get them to work with you instead of your competition? Stand out from the crowd and show your audience why they should work...
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Joanne DelBalso

Using Social Media as a Tool in Fraud Investigations

The internet is a wealth of readily accessible data and within social media, people are saying things they might not say elsewhere. Using the right tools, the right way to...
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Allan Bachman, CFE

What’s at the End of Your Yellow Brick Road? Defining Your Oz

Do you spend all your time fighting lions, tigers and bears? Or do you take the time to look to the future and determine where you want to take your...
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Leslie C. Shiner, MBA

How to Go from No Voice to Influencer in 7 Steps

In order to make an impact, to form connections, and ultimately to deliver your services, you have to be heard. Whether online or in person, you have a very brief...
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Geni Whitehouse, CPA.CITP

Smart Back Office 2018 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

Understanding How Tomorrow’s Business Impacts Accountants Today

In this session, Jennifer Warawa, Sage’s EVP of Partners, Accountants and Alliances will share how the latest business trends and technology are impacting your clients, and what it means for...
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Jennifer Warawa

3 Tech-Proof Pricing Strategies and How to Implement Them

Presented by: Receipt Bank Cloud tools are radically reducing the time required to perform traditional accounting tasks. You need to implement new technology to stay competitive, but if you stick...
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Damien Greathead

Enhancing the Functionality of QuickBooks Desktop with an Application Ecosystem

Presented by:  Right Network Getting your desktop software into the cloud is the key to success for both your firm and the client. Cloud hosting desktop files allows you to...
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Becky Riffis
Rachel Krug

Innovation Beyond Technology

This session is dedicated to the possibility that innovation goes beyond just technological developments. Technology is important, but it is only a small part of innovation. For innovation to be more fully...
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Sage

Why Savvy Accountants Offer Payroll

As Trusted Advisers to their clients, accountants have a rare business opportunity — if they choose to take a proactive approach to offering new services. For as long as accountants...
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Erik Schultz

When is the right time to move our accounting to “The Cloud”?

This session will cover: • Brief history of the ERP evolution • Definition on True Cloud ERP • Benefits and challenges of moving from legacy on premise to “The cloud”...
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Raymond Rebello

Leveraging Outsourced Small Business Bookkeeping to Grow Your Tax & Advisory Practice

Outsourced bookkeeping for small business: What is it, what can it do, and how can it help grow your firm? Join Riley Horne for an overview of the outsourced bookkeeping...
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Riley Horne, MBA

Technology Needs an Accountant’s Heart

AI is at the heart of tomorrow’s accounting workflows. And yet, AI itself lacks the very heart that’s needed to harness its power. That’s because accountants can proactively manage AI...
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Ryan Watson

Increase Accounting Service Revenue With Business Formation and Compliance Services-What to Know for Your Firm and Your Clients

In this webinar, participants will learn the ins and outs of business incorporation, LLC filings, and corporate compliance from small business expert and CorpNet.com CEO, Nellie Akalp. Through her businesses,...
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Nellie Akalp

Using Social Media as a Tool in Fraud Investigations

The internet is a wealth of readily accessible data and within social media, people are saying things they might not say elsewhere. Using the right tools, the right way to...
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Allan Bachman, CFE

What’s at the End of Your Yellow Brick Road? Defining Your Oz

Do you spend all your time fighting lions, tigers and bears? Or do you take the time to look to the future and determine where you want to take your...
Read More
Leslie C. Shiner, MBA

How to Go from No Voice to Influencer in 7 Steps

In order to make an impact, to form connections, and ultimately to deliver your services, you have to be heard. Whether online or in person, you have a very brief...
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Geni Whitehouse, CPA.CITP

5 Steps to Build a Profitable Client Accounting Service Practice

Conventional wisdom about being profitable in client accounting services may tell you that it’s all about more sales. Not so. Instead, success comes from within your own organization. By creating...
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Stephen King

READY, SET LIVE !! USING LIVE VIDEO STREAMING TO BUILD YOUR BRAND AND AUTHORITY

How do you find new leads and get them to work with you instead of your competition? Stand out from the crowd and show your audience why they should work...
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Joanne DelBalso

QuickBooks Online Certification

QuickBooks Online Certification Aim: 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...
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Heather Satterley

Xero Advisor Certification

Xero’s Advisor Certification session is designed to help you become a regular Xero user and provide you with the skills to carry out your client work in Xero. This training...
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Xero

Modern Excel & Power BI: Microsoft’s Revolutionary Tools for Analysis & Reporting

Did you know that Microsoft has quietly been turbocharging Excel by integrating industrial-strength Business Intelligence and Reporting engines into it?  Did you know that these new capabilities are 100% built...
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Rob Collie

Client Advisory Services – QuickStart Workshop brought to by Sage and Boomer Consulting

You want to provide more, higher value services to your clients, but where should you start and how do you scale? Knowing which services to offer and identifying how to package, price and...
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L. Gary Boomer
Sage

Understanding the Needs of Contractors.

Contractors need a lot of help! They don’t understand the numbers and have no idea what’s profitable. Learn how to speak to them in a language they understand. Discover ways...
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Leslie C. Shiner, MBA

From Small Business to Mid-Market: How to Bridge the Gap for Your Growing Clients

Everyone says you need to be a consultant, but what does that look like? In this half-day session, Acumatica and Geni Whitehouse will introduce you to the MentorPlus Level 5 Certified...
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Acumatica
Geni Whitehouse, CPA.CITP

Helping Clients Mitigate Risk: Strategies for Identifying and Addressing Financial Fraud

Fraud is a significant issue for organizations of all sizes. As a result, there are opportunities for small to mid-sized accounting firms to assist their clients by offering and providing...
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Allan Bachman, CFE