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

Schedule

Conference Schedule by Day

Wednesday, September 6
Thursday, September 7
Friday, September 8
7:00 am - 8:00 am

Open Registration & Customer Service

“Get & Transform” in Excel: A Powerful Tool for Importing and Manipulating Data

The “Get & Transform” tool in Excel 2016 for Windows is a real game-changer. It enables data imports from a wide variety of systems and software – Access, ERP solutions,...
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Jeff Lenning, CPA

Stump the Chump: Questions Value Pricers Ask

Many questions still exist in the minds of accounting professionals who, while they have the desire to move to value pricing, are stuck in some way. In the first ten...
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Ed Kless

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, CPA, CITP, CGMA, GSEC

Trendjacking and Other Social Media Hacks

Every day a new hashtag, trend, or buzzword is born into the universe of content. The latest trend in social media marketing is trendjacking. Trendjacking, simply put, is the act...
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Kacee Johnson

Adding Advisory Services to a Compliance-Focused Firm

Adding advisory services to your firm does not mean that you have to abandon some of the more traditional services like bookkeeping, tax, and audit. In fact, “add-on” advisory services...
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Donny Shimamoto, CPA.CITP, CGMA

Master the Flow: Leveraging Zapier to Automate Tasks with QuickBooks and Xero

Learn ten incredible strategies for integrating and automating tasks with Xero and QuickBooks Online by using Zapier. This is a great session for boutique firms who are on a mission...
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Mathew Heggem

Microsoft Dynamics 365 for Financials: A Powerful New Option

Late in 2016, Microsoft introduced a new financial software solution for small- to medium-enterprises, Dynamics 365 for Financials. Surprisingly powerful, and built on the same engine as its big brother...
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Mario Nowogrodzki, CPA, CITP

Fraud in the Cloud: New Risks in a New Environment

Software-as-a-service (SaaS) has changed how we store and access information by enabling us to work in the Cloud instead of with locally installed software and databases. While Cloud solutions offer...
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Randolph P. Johnston

Smart Back Office Update

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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Stephen King, CPA, CGMA

Using Technology for Audit Prep and Collaboration

There’s a better way of organizing and maintaining PBC (“provided by client”) lists. Discover powerful pre-audit and audit tools for online collaboration that will save time, money and confusion. Replace...
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Sara Laidlaw-Woodruff

The Mindset Scorecard – A Key to Scaling Your Advisory Practice

The technology is available to grow your advisory practice, but do you have the right skillsets, mindsets and clients? Are you capable of playing above the compliance line? Learn how...
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L. Gary Boomer, CPA.CITP, CGMA

Zen and the Art of Application Integration

The robots haven’t taken over quite yet, which means for now technology is here to solve problems for us humans. Don’t be overwhelmed by what technology can do, be inspired...
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Ryan Watson
10:45 am - 11:15 am

Networking Break

Sales Tax Nexus – What CPAs Need to Know

The complexity of sales and use tax, as well as the number of recent changes and news stories on the topic, have most CPAs wondering how all of this will...
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Diane Yetter, CPA, MST

7 Head-Scratcher Questions About Blockchain: What Happens When Tomorrow’s Technology Moves Into Today’s Conference Room

Blockchain has reached the absolute pinnacle of the “hype cycle,” which means you (and your clients) are aware and probably curious. It seems that everyone wants to teach you what...
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Greg Lafollette, CPA.CITP, CGMA

Get Ready for Artificial Intelligence

Many clerical and administrative functions done now by accountants will be performed by machines in the future. As technology begins to replace some core functions of the accountant’s role, this...
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Dave Sackett

Accountants’ Essentials for 1099 and 1042-S Tax Compliance

High-profile 1099, 1042-S and withholding-at-source compliance requires your firm and your business clients to identify reportable payees before any reportable payments are made. In this session, tax information reporting and...
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Marianne Couch, JD

Affordable Care Act Financial Implications

Even in 2017, seven years after being signed into law by President Obama, employers continue to struggle with the requirements and the financial impact of the Affordable Care Act (ACA)....
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Matt S. Kelley

Pricing Secrets: The Value Pricing Formula That Reveals How to Get a Better Price

Cloud accounting changes everything … your relationship with your client and the way you price. Firms that cling to the old-fashioned pricing models, in a world where technology is reducing...
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Mark Wickersham, FCA

Panel: Evolution of the Accounting Technology Ecosystem

With close to 800 solutions in the v3 Accounting Technology Ecosystem, today’s marketplace has become complex and expansive. What does tomorrow’s product landscape look like? What new types of technology...
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Becky Riffis
Jamie Shulman
Kurt Kunselman
Misty Megia
Damien Greathead
Ed Kless
Kacee Johnson
12:15 pm - 1:15 pm

Lunch

“Get & Transform” in Excel: A Powerful Tool for Importing and Manipulating Data

The “Get & Transform” tool in Excel 2016 for Windows is a real game-changer. It enables data imports from a wide variety of systems and software – Access, ERP solutions,...
Read More
Jeff Lenning, CPA

Taking a Consultative Approach to Your Clients’ Chronic Poverty Mindset

It’s easy to overlook our accounting clientele’s human issues, yet emotions like worry and fear can permeate their businesses, keeping them from focusing on the big picture and long term...
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Ingrid Edstrom

Keeping Up with QuickBooks Desktop – A Look Ahead

Discover the current developments in the desktop versions of QuickBooks with this in-depth look at the new features of QuickBooks Pro, Premier and Enterprise. If you work with QuickBooks in...
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Charlie Russell

Take Control: Managing Difficult Client Relationships

We all want clients who value our expertise, pay their bills on time, and that we’re happy to talk to when the phone rings. But sometimes things go wrong and...
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Stacey L Byrne, CPA

Apps We Love

Your time is precious and your tasks are many. You’re juggling personal and work lives and they’re both colliding on your phone, your tablet, your laptop. When you leave this...
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Gail Perry

Identity Crisis: Redefining Yourself and Your Practice

Bookkeepers and accountants have never before been further apart on the innovation adoption curve. Where there used to be only one model for what a successful bookkeeping or accounting firm...
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Rachel Fisch

Implementing New Cloud Technology Without Derailing Your Practice

Technology is critical to the success of a modern accounting practice. Learn how to find the right solution for your practice, evaluate it fully, look out for the landmines, and...
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Scott Scharf

Concealing Fraud in Financial Statements

In a “hidden-in-plain-sight” sense, financial statements have long been used to hide fraud. According to the 2016 ACFE Report to the Nations, financial statement fraud median loss is over $1,000,000...
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Allan Bachman, CFE

Designing Your “Ultimate Lifestyle” Accounting Practice

Most CPAs start their practices to afford them the freedom to live the life they choose. Instead, they end up working long hours, babysitting their employees, and leading a life...
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Salim Omar

Use Your Words! How to Talk to Customers When Converting to Value Pricing

Do you get tripped up when someone calls and asks for your hourly rate? What do you say when a potential customer asks for a discount? Do you struggle to...
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Marnie Stretch

Overcoming Obstacles to Embracing Change

Why is it that some people can easily embrace change, while others will do everything in their power to prevent it? It all comes down to a matter of perception....
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Judie McCarthy

Reputation Risk Mitigation Through Corporate Accounting Stewardship

One of the fundamental challenges of our time is ethical leadership. The breach of trust brought about by Enron, Arthur Anderson, WorldCom, and others has exposed corporate accounting lapses and...
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Dr. Kasthuri Henry, PhD, MBA, CTP, Six Sigma Black Belt
3:30 pm - 4:00 pm

Networking Break

Innovation That Complements Technology

Innovation goes beyond mere technological developments. While technology is important, it only represents one facet of innovation. In order to create fundamental change, we must examine other areas, including the...
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Ed Kless

Adding Advisory Services to a Compliance-Focused Firm

Adding advisory services to your firm does not mean that you have to abandon some of the more traditional services like bookkeeping, tax, and audit. In fact, “add-on” advisory services...
Read More
Donny Shimamoto, CPA.CITP, CGMA

Break the Mold! Build Your Brand with Video Marketing

With the number of accounting and bookkeeping-related practices on the rise, our industry is increasingly competitive. To succeed, you must break out of the mold of the traditional practice and...
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Joanne L. Delbalso, EA

The Best Tech Investment Bets

While the tech industry buzzes about the latest and greatest technologies, following the newest shiny object doesn’t always yield positive results. Often, the ROI proof points don’t exist yet either....
Read More

Get Ready for Artificial Intelligence

Many clerical and administrative functions done now by accountants will be performed by machines in the future. As technology begins to replace some core functions of the accountant’s role, this...
Read More
Dave Sackett

Unraveling Innovation: How to Foster Creativity to Improve Your Firm’s Growth Strategy

The industry is undergoing a major sea change. We are being tossed about by technology, and there’s a need for a different kind of advisory talent to navigate through it...
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Mathew Heggem

Taking a Human Approach to AI: Your Role In Being the Catalyst for Transformation

Technology is delivering the accounting profession into a transformational era beyond cloud adoption, but this does not mean businesses are ready to welcome the changes. In this keynote, Sage’s EVP...
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Jennifer Warawa

Full Conference Pass Happy Hour

It’s the first night of Accountex USA – a time for mingling, networking and cocktails. Sponsored by Sage, Happy Hour is your chance to reconnect with colleagues and meet new...
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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

The Million Dollar Bookkeeper – Building a Profitable and Scalable Practice TODAY

Technology, machine learning, AI, outsourcing: these are just a few of the challenges faced by accounting professionals the world over. To keep your business viable in a changing landscape, you...
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Melanie Power

Delivering Strategic Value from T&E Expense Automation

With companies budgeting as much as 12 percent of total annual revenues for travel and entertainment spending, there’s little question about the need for more strategic expense management oversight. For...
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Glenn P. Foster
Ernie Humphrey

Marketing Essentials to Grow Your Business

We have seen a paradigm shift in the way that prospects are engaged and how they are best converted. In order to unlock massive growth, you must have key marketing...
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Kacee Johnson

Case Study: Technology-Leverage Analytics for Corporate Accounting

The future of accounting lies in the profession’s ability to effectively utilize Big Data for timely business decision support. Technologies such as predictive analytics and business intelligence enable modern day...
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Dr. Kasthuri Henry, PhD, MBA, CTP, Six Sigma Black Belt

Adventures in Inventory: Choosing the Right Solution

Whether your clients are in online sales, retail, wholesale, distribution or manufacturing, they need a solid inventory solution. In this session, we’ll identify basic inventory functionality and how software applications...
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Mario Nowogrodzki, CPA, CITP

Making Payments Painless

If you’re in business, you take payments and pay suppliers, but does it need to be difficult? In this session, Marwan Forzley, the CEO of Veem, a next generation platform...
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Marwan Forzley
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

Be a Change Agent and Transform Your Practice

Many accountants / bookkeepers still operate in traditional roles due to historical expectations and the limitations of the software solutions that they use. Advances in technology are opening up new...
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Jairam Padmanabhan

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

5 Ways 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, CPA, CGMA

Changing Clients’ Lives the Fast Way: the New Service Offering Every Firm of the Future Will Want to Offer

Mastering value pricing is the key to success for your accounting firm. In this advanced session, from the UK best-selling author Mark Wickersham, will show you how to become the...
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Mark Wickersham, FCA

Specialize! How to Identify and Develop a Successful Niche Practice

If you’ve ever considered finding a niche for your practice, or are not sure whether establishing a niche is even the right path for your firm, this session is for...
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Joanne L. Delbalso, EA

The Best Tech Investment Bets

While the tech industry buzzes about the latest and greatest technologies, following the newest shiny object doesn’t always yield positive results. Often, the ROI proof points don’t exist yet either....
Read More

Staying Ahead of Change: The Coexistence of Accounting, Bookkeeping and Technology

Technology is continuing to drive rapid change in both the bookkeeping and accounting professions; in many cases this is leading to uncertainty, anxiety and inertia in how to respond to...
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Clayton Oates

The Remote Practice: Technology and Tips for Creating an Efficient Decentralized Team

This session is for anyone building a remote practice, big or small. Learn how to use technology to facilitate efficient remote workflow. We’ll also cover management issues that are particularly...
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Patti Scharf

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
11:45 am - 1:00 pm

Peer-to-Peer Lunch & Learn

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

Xero Advisor Certification

Xero’s Advisor Certification session is designed to help you become a regular Xero user and provide you with the needed information to add clients to your Xero account and utilize Xero...
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David Emmerman

Sage One Accounting Cloud

Add a new badge to your website and social media profiles and show the world you’re a cloud expert. This classroom-style training session will teach you everything you need to...
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Kim Steward

QuickBooks Online Certification Exam Prep Training

This course will cover all 12 training modules of content to prepare attendees for the QuickBooks Online Certification Exam’s 5 sections.  All lessons include the ability to ask questions and...
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Heather D Satterley

Ecommerce Accounting Best Practices for the Modern Accounting Practice

The future is ecommerce. So whether you are focusing on ecommerce clients as a niche or only have a few clients that are expanding online, all of your clients need...
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Scott Scharf

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...
Read More
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