Presentations - TUESDAY NOV 11TH, 2008
Perspectives on the Future of Accounting Software
Session G15- Tues, 9:00 AM – 10:00 AM
Location: Media Center
Speaker: Jill Ward
In this keynote address, Ms. Ward will articulate how Intuit views the future of the accounting software marketplace, and how accounting professionals and third-party developers can prosper as a result of Intuit’s new initiatives. With Intuit’s “platform-as-a-service” strategy that facilitates the combination of Software-as-a-Service (SaaS) technology with platforms for third-party developers, you’ll hear how Intuit plans to continue to wow customers, developers, and accounting professionals.
What's New in QuickBooks 2009
Session 810: Tues, 10:15 AM – 11:30 AM
Location: Media Center
Speaker: Shane Hamby
Awesome QuickBooks Add-ons for 2009
Session L10: Tues, 11:45 AM – 12:40 PM
Location: Media Center
Speaker: Douglas Sleeter
The Sleeter Group’s annual awards recognizing Awesome Add-ons for QuickBooks. Each year Doug Sleeter picks a few of his favorite Awesome QuickBooks Add-on software programs. An annual favorite session you will not want to miss.
Payroll for Today’s Accountant: Intuit’s New Payroll Service Lineup
Session 801: Tues, 12:45 PM – 2:00 PM
Location: Media Center
Speaker: Michelle Long, CPA
As your practice grows, clients will increasingly rely on you for advice. In today’s competitive environment, it’s important now more than ever to make sure you understand your client’s varying needs and are able to recommend the best solutions for them. Improvements to Intuit’s Online Payroll Service have made it ready for the prime time: attend to get an early look at this new offering and what it has to offer your clients. You will also learn about Assisted Payroll—how it works and why your peers recommend it over competitive offerings. And don’t forget - just by attending this session you will receive over $1000 worth of Intuit Payroll services, as well as the chance to win a Jawbone Bluetooth headset!
IT Security 2008
Session 201: Tues, 12:45 PM – 2:00 PM
Location: Cira A
Speaker: David Cieslak, CPA.CITP
From the latest phishing scams and spoofed websites to the accidental exposure of highly sensitive data, security threats are constantly evolving, and so should an organizations’ strategy to protect against those threats. This session will focus on the most prevalent scams and threats facing users today and explore prudent steps all users should take to safeguard their critical applications and data. This session will also focus on system recovery strategies– what to do if the unthinkable happens! Whether you’re new to information security or a more experienced user or network administrator looking to cover all the bases, this session has something for everyone
Automating AP and AR using Saas Technologies
Session 404: Tues, 12:45 PM – 2:00 PM
Location: Cira B
Speaker: Rene Lacerte
Founder of Bill.com and co-founder of PayCycle, René Lacerte, will discuss how you can transform you and your clients AP and AR processes using low cost SaaS solutions. Online services offer enterprise-class solutions that enable better controls, separation of duties and collaboration that until now were prohibitive to implement for small and medium businesses. This session will use real case studies to demonstrate how easy it is to automate your payables and receivables using online applications.
Beyond Payroll & Accounting: Helping Your Clients Choose the Right Solution for Their Growing Business Needs
Session 703: Tues, 12:45 PM – 2:00 PM
Location: Cira C
Speaker: Randy Bacchus
As a valued business partner serving your small business clients, your goal is to stay ahead of the technology curve in order to provide top level information and best practices on a variety of issues and business solutions. When clients actively grow their business and move beyond simple accounting and payroll, you need to provide them with information on the most effective integrated solutions available.
Sage Accpac Extended Enterprise Suite provides a complete view of your client's business, from accounting and operations, to customer relationship management, fixed asset management, human resource management, payroll services, e-commerce, e-marketing, and much more. This is the solution that transforms the productivity of your client's entire organization by taking them to the next level in managing their business. Find out all you can about Sage Accpac Extended Enterprise Suite - and be the voice of experience as you guide your clients to the next level in business management.
QuickBooks Troubleshooting and Data File Analysis
Session 102: Tues, 12:45 PM – 2:00 PM
Location: Aurora
Speaker: Bonnie Nagayama, CPA
In this session, we'll drill in to some of the more technical mysteries of QuickBooks and the difficult problems presented by client data entry errors. We will discuss both data file setup errors and data entry errors and we’ll present methods for quickly locating both types of errors. We will discuss the most common types of errors made by QuickBooks users as well as some of the more rare and difficult to handle issues that arise from time to time. This session is designed for QuickBooks consultants as well as for tax preparers who need to salvage as much reliable data as possible from QuickBooks files for income tax preparation.
Making the Most of Intuit Financial Statement Writer
Session 802: Tues, 2:15 PM – 3:30 PM
Location: Media Center
Speaker: Amy Vetter, CPA.CITP
In QuickBooks 2009 Intuit will evolve Financial Statement Designer into Intuit Statement Writer – a much more robust application for you to use when presenting financial statements to your clients. This session is much more than a simple sneak peak of this exciting new utility. In the session we will cover the core functionality of this utility that allows you to present financial statements in compliance with GAAP. The session also focuses on the use of Intuit Statement Writer by QuickBooks users – so they can enhance management reports.
Becoming a Value Added Reseller (VAR) - Opportunities for Consultants
Session 504: Tues, 2:15 PM – 3:30 PM
Location: Cira A
Speaker: Mario Nowogrodzki, CPA.CITP
With so many add-ons in the small business accounting marketplace, there are significant opportunities for consultants to become VARs and earn commissions/discounts as they recommend and sell software. To succeed, you must build expertise in each product you recommend, and you must build your firm’s infrastructure to meet the needs of VAR clients.
New Tips and Tricks for the Construction Power User
Session 604: Tues, 2:15 PM – 3:30 PM
Location: Cira B
Speaker: Leslie Shiner
You already know how to train, troubleshoot and help clients with their daily accounting functions. But contractors have specific needs so they can create financial statements and use QuickBooks for its project management capabilities. This session provides tips and tricks to turn your construction clients into power users. Learn about item list guidelines, estimates for fixed price jobs, including markup on T&M jobs, handling customer deposits, retention, job costing salaried time and applying labor burden. Attend this new session to become a valuable asset to your construction clients and help them achieve greater control and profitability.
Over the Shoulder of a Wireless Hacker (And How to Stop Them)
Session 206: Tues, 2:15 PM – 3:30 PM
Location: Cira C
Speaker: Gregory L. Lafollette, CPA.CITP
Executive Editor of the CPA Technology Advisor and Senior Manager of Tax & Technology Consulting at Eide Bailly, LLP
More than 60 percent of the wireless networks used by small and mid-sized businesses (YOUR CLIENTS!) are unsecured, leaving the door wide open to hackers to steal personal identity and confidential corporate information, access computer networks, and launch attacks from the business networks. Changes are that most don't understand how vulnerable they are. This presentation will show how simple it is for hackers to break into a wireless network with tools freely available on the internet. We will discuss the types of attacks and vulnerabilities unsecured networks can be subjected to, and discuss the types of options that are available to simply and safely secure wireless networks.
Retail Solutions
Session 605: Tues, 2:15 PM – 3:30 PM
Location: Aurora
Speaker: David Glantz
In this session, you’ll learn about the specific needs of retailers, add-on solutions available to solve various retail business challenges, and how you can grow your practice with services for the retailer. From the Mom & Pop retailers to multiple location stores and from clothing stores to restaurants, these businesses have unique needs including complex inventory, fast data input requirements, barcode scanning; and purchasing, receiving, shipping, and web store integration. We’ll discuss several different POS solutions, inventory systems, cash registers, mobile devices, merchant accounts services, and more to help you determine which solutions are best for your clients businesses.
Get Paid Faster: Integrating Merchant Service with QuickBooks
Session 803: Tues, 4:00 PM – 5:15 PM
Location: Media Center
Speaker: Amy Vetter, CPA.CITP
Increase your profitability by learning how to integrate Intuit QuickBooks Merchant Service with your QuickBooks company file. The seamless integration with QuickBooks allows you to get paid faster by your customers, save time entering deposit transactions and reconciling processed transactions with QuickBooks. You will learn how easy it is to get started and use Intuit QuickBooks Merchant Service; as well as, be introduced to the Check Processing Services you have been asking for!
Software as a Service (SaaS): The Building Block of the Future
Session 403: Tues, 4:00 PM – 5:15 PM
Location: Cira A
Speaker: Randy Johnston
There is a major change underway in how businesses acquire and utilize technology. Some believe it will turn out to be as important as the advent of personal computers. This change is the movement away from running applications in-house on a company’s computers to using hosted services. At first it appears to be only a physical change in which the software is hosted. However, the benefits are turning out to be huge. Lower costs, improved reliability, very significantly improved functionality, ease of access, and improved security are some of these benefits. Attend this session to find out how SaaS can make you more efficient, more effective, and more profitable.
Microsoft Office 2008 Integration with Office Accounting 2008 and BCM: Essential tools for Small Business Success!
Session 106: Tues, 4:00 PM – 5:15 PM
Location: Cira B
Speaker: Allen Goldberg
This seminar will explore the strong integration between Office 2008 and Office Accounting 2008 and Business Contact Manager. It will reveal the necessary reasons why a small business will do well to utilize and take advantage of these essential tools. Other topics “touched upon” will be small business server 2008 and integrated mobility.
The Art of Being a Successful Accounting Software Consultant
Session 101: Tues, 4:00 PM – 5:15 PM
Location: Cira C
Speaker: Leslie Shiner
Businesses don’t plan to fail but many do fail to plan. This session is designed to provide practical methods to help you coach your clients to better financial management. Grow your business, your client base, and your revenue by providing financial consulting and coaching. Learn ways to use accounting software as a foundation to build your practice. By uncovering your clients’ needs for coaching, you can help them build better businesses, while you successfully grow your own.
What Your Clients Need to Know About Peachtree
Session 701: Tues, 4:00 PM – 5:15 PM
Location: Aurora
Speaker: Mike Savory
As small businesses are starting up, they need your guidance to set up their finances properly and implement a user-friendly, yet powerful accounting solution to help manage their cash flow and budgets. Join our session to learn about Peachtree Accounting and how we may jointly help your clients toward success. In our session, we’ll demonstrate the initial company setup, typical small business accounting processes, payroll and other complementary services, and those features that make Peachtree a smarter choice. We’ll give an overview of the different flavors of Peachtree from our introductory solutions to our Quantum solution that manages up to 30 users, as well as our industry specific versions.