Accountex USA | August 21 - 23, 2018 | Hynes Convention Center | Boston, MA

Expo Schedule

Expo Schedule by Day

Take advantage of everything happening on the Exhibit Hall Floor.
Thursday, September 7
Friday, September 8
7:30 am - 8:30 am

Open Registration & Customer Service

The Path to Creating Work-Life Harmony

AI, Machine Learning, Blockchain…with the constant evolution of technology swirling around us, we are now able to connect real time with others more than ever before in history. However –...
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Amy Vetter
9:00 am - 6:00 pm

Exhibit Hall Open

CRM to Streamline Business Processes & Workflow

Every firm has a number of defined processes from onboarding new clients, to delivering services, to billing, and to proper follow-up.  Are these processes being applied consistently, by all staff...
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Sam Saab

Employee Handbooks 101: A Risk Mitigation Tool for You and Your Clients

Accounting firms and their small business clients often ask whether they need an employee handbook. Although a handbook isn’t required, some laws instruct employers to communicate information to employees in...
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Aldor Delp

Demo Theater – Prophix

Want to dig deeper and learn something more about the products that catch your eye? The live demo theater, located directly on the Expo Hall floor, provides a comprehensive overview...
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Prophix Software

KEYNOTE | Ten Exciting Trends Impacting Your Business Right Now

In her business-keynote-meets-one-woman-comedy-show, Randi Zuckerberg does a deep dive into the latest, greatest, most exciting trends in technology, business, and entrepreneurship that you need to be thinking about right now....
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Randi Zuckerberg

Minutes to Moments: How to Build Your Practice and Make the Most of Every Minute

Misty Megia, Head of Accounting Programs and Education Strategy for TSheets, knows the value of living in the moment. That’s why she’s made it her mission to help accountants and...
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Misty Megia

Demo Theater – Concur

Want to dig deeper and learn something more about the products that catch your eye? The live demo theater, located directly on the Expo Hall floor, provides a comprehensive overview...
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Concur

The Advisor Evolution-10 Reasons Why You Should Be Your Client’s Advertising Advisor

Are you looking for innovative new ideas to provide more value to your clients? Join Darren Clarke as he discusses how you can advise your clients and improve their current...
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Darren Clarke

Demo Theater – Xero

Want to dig deeper and learn something more about the products that catch your eye? The live demo theater, located directly on the Expo Hall floor, provides a comprehensive overview...
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Xero

Foreign Hacks in Politics, How Attacks Affect Your Firms’ (and Clients!) Security

This explorative session will discuss why accounting firms are a prime target for hackers abroad, how the political climate has fueled infiltration of data systems worldwide, and why cybersecurity can...
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Tomas Suros

BQE Core – Level 1 Certification

Get your free level one partner certification for BQE Software’s groundbreaking new time tracking, project accounting, and billing solution, Core. BQE CEO and Founder Shafat Qazi will lead you through...
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Shafat Qazi

Demo Theater – Gravity Software

Want to dig deeper and learn something more about the products that catch your eye? The live demo theater, located directly on the Expo Hall floor, provides a comprehensive overview...
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Gravity Software

Unifying Commerce with the Next Gen Customer Experience POS

The right technology can help rapidly unify commerce. Learn how a total solution, cloud-based Point of Sale solution can be quickly integrated into Quickbooks Online to improve customer engagement and...
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Jim Barnes

Get Ready for a Smarter Audit Experience

Have you heard about the new venture poised to transform the financial audit space? Introducing Auvenir, a company focused on building a right-sized platform for smaller audits. Neeraj Sharma, Chief...
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Neeraj Sharma

Demo Theater – Sage

Want to dig deeper and learn something more about the products that catch your eye? The live demo theater, located directly on the Expo Hall floor, provides a comprehensive overview...
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Sage

KEYNOTE | The Role of Finance in Strategy, Innovation & Technology Implementation

Strategy provides a map to guide decisions within a company and lead change. A strategy map is useless without vehicles and drivers that enable business decisions, which lead to successful...
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Ted Delgado

How to Use Free Technology to Get 10 to 100 New Clients This Year

Filling your marketing funnel by offering FREE data entry right from your clients’ phone. You’ll learn how new artificial intelligence and voice recognition is revolutionizing our industry and why clients...
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KC Truby

The Future of Accounting Technology Delivering Innovative Cybersecurity Solutions

Join cybersecurity expert and CEO of Keeper Security, the world’s leading password manager and secure digital vault, as he explores the future of accounting technology and provides insight into delivering...
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Darren Guccione
4:30 pm - 6:00 pm

Accountex USA Celebrates Boston Welcome Party

CPE Walking Tours

Enjoy a complimentary tour of the Expo Hall! Guided by an Accountex USA team member, walk the expo hall in a no-pressure, small group setting, allowing you to get an...
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8:00 am - 9:00 am

Open Registration & Customer Service

Essential Tech Success Guide

In this groundbreaking panel, TSheets brings together top thought leaders in cloud technology to discuss exactly how to successfully move your practice to the cloud. In this discussion, moderated by...
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Misty Megia
Rachel Fisch
Scott Scharf
Donny Shimamoto, CPA.CITP, CGMA
9:00 am - 4:00 pm

Exhibit Hall Open

Choosing the Right Middle-Market Accounting Solution

Not all accounting software is created equal. Each is designed for specific targets. Join David Furth as he explores how to select the right middle-market accounting solution. You will learn...
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David Furth

Demo Theater – Sage

Want to dig deeper and learn something more about the products that catch your eye? The live demo theater, located directly on the Expo Hall floor, provides a comprehensive overview...
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Sage

CPE Walking Tours

Enjoy a complimentary tour of the Expo Hall! Guided by an Accountex USA team member, walk the expo hall in a no-pressure, small group setting, allowing you to get an...
Read More

A Practical Step by Step Guide to Strategic Advising

Strategic Advising can be a profitable service offering for firms who implement and deliver it correctly.  Having an established business process, and tool sets to support it are key. Join...
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Kathy Gregory

Best Practice Considerations Before Investing in Technology

Even the best financial system can’t overcome bad process. And blaming your existing technology for bad process outcomes could be a costly mistake. Join Accountex’s Jess Scheer for an interactive...
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Jess Scheer

Demo Theater – BQE

Want to dig deeper and learn something more about the products that catch your eye? The live demo theater, located directly on the Expo Hall floor, provides a comprehensive overview...
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BQE Software

KEYNOTE | Daymond John’s 5 Shark Points: Fundamentals for Success in Business and Life

Daymond John has been a phenomenally successful business person for over 25 years. Along his entrepreneurial journey, through his many successes as well as failures, he has learned a few...
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Daymond John

Demo Theater – Concur

Want to dig deeper and learn something more about the products that catch your eye? The live demo theater, located directly on the Expo Hall floor, provides a comprehensive overview...
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Concur

Beat the Competition with the Ultimate Client Experience

Given that we all have access to the same set of apps, why are some firms outperforming others? The best performing firms are those that have focused on delivering a...
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Damien Greathead

Demo Theater -Unanet

Want to dig deeper and learn something more about the products that catch your eye? The live demo theater, located directly on the Expo Hall floor, provides a comprehensive overview...
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5 Things the Most Successful CFOs Know

Join this session to learn successful practices that make CFOs soar to the top while the company bottomline reaps the benefit. Dollars and cents matter, travel booking tools might not...
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Karen DeLucia

The State of U.S. Business Top Tips & Trends to Comply with Labor Laws & Optimize Workforces

Now more than ever accounting professionals need to understand the tectonic shifts that are affecting U.S. businesses today. These include increases in hourly and part time workers, younger workforces (Millennials...
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Derek Jones

Demo Theater – SurePayroll

Want to dig deeper and learn something more about the products that catch your eye? The live demo theater, located directly on the Expo Hall floor, provides a comprehensive overview...
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SurePayroll

Accounting Automation: A Client’s Story

Robotic Accounting Automation (RAA) is an accounting-specific application of the tools used in Robotic Process Automation. Hear the story of an organization that used RAA to transform their Accounting Department...
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Steve Allen

How Technology Can Help You Become/Stay in Compliance with Today’s Most Challenging Financial Regulations

Financial technology and automation isn’t just about boosting the efficiency of your financial operations professionals. It’s also often the only way to manage compliance with today’s complex statutes. Case-in-point: The...
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Judy Bicking
4:00 pm

Exhibit Hall Closes