2009 Main Conference Tracks - Overview

Printed Presentations Available Onsite.

Don’t Just Survive – Thrive and Come Alive in Your Business

Tuesday - 8:30 AM - 9:30 AM
Speaker: Leslie Shiner, MBA, Principal The Shiner Group

You are the catalyst for your clients’ success! Your job is to uncover your clients’ needs and be the solution. Analyze the source of your profits compared to the source of your frustrations. Rediscover your passions and use that energy to revitalize your business for success. A business solely based on billable hours may not be the solution. Learn strategies to increase your revenue by thinking outside the box.

Redefine what you really do for your clients
Use your proficiency and passion to increase your profits
Determine your mission statement
Create your own simplified strategic plan

You’ll learn about strategies to increase your revenue by thinking outside the box to rethink your business and realign your company for success

Technology Update

Wednesday - 8:00 - 9:15 AM
Speaker: Randy Johnston

Are you trying to manage technology in this tight economy? What are the best new technologies to invest in? How can you stay up with the changes in technology? This session provides a valuable overview of the changes in technology that affect you today, as well as in the future. In this session, you will learn about hardware, software, and strategic options that provide improved efficiency and productivity.

Key learning objectives of this session include:

Compare and contrast today’s technology options
Understand current options in hardware and software
Examine strategic technologies that you and your clients should consider

You’ll learn how to compare those options and examine other strategic technologies that could revolutionize your practice.

Next Generation Accounting Practice - Where Do We Go From Here?

Wednesday - 9:30 - 10:30 AM
Speaker: Darren Root, CPA.CITP

Where we go is forward. How we get there is a matter of proper planning. For Next Generation Accounting Firms (NGAF), change merely represents an opportunity for improvement and elevated success. And to get there, Next Generation firms follow a simple formula: Define. Communicate. Deliver.
During his presentation, Darren Root, CPA.CITP, will show you what comprises a Next Generation Accounting Firm and explain:

The ever-changing climate of the profession and how to manage paradigm shifts effectively and with ease.
The newest technologies and how to properly assess them for use in your firm.
The value of integrated systems and a paperless work environment.
The benefits of Software as a Service (SaaS) and the virtual office.

Additionally, you will learn how to:

Define Your Practice—Identify your core competencies and strengths. What is it that your firm does best? Once you’ve defined the deliverable services that showcase your firm’s areas of expertise, you can begin to build on your unique abilities for long-term success.
Communicate Effectively—Help your existing and prospective clients understand what you are all about. Create an image of confidence and competence, and then communicate it effectively. In other words, sell yourself!
Deliver Your Services Efficiently—Take advantage of advanced technology, like client portals and your website, to deliver client services. Technology provides speed and ultimate convenience, not to mention keeps you connected to your clients 24/7.

A comprehensive learning experience, Darren will guide you through the steps required to elevate your firm to Next Generation status.

Panel - Putting it All Together – An Action Plan for You and Your Clients

Thursday - 8:00 - 8:55 AM
Moderator: Greg LaFollette, CPA.CITP
Panelists: Randy Johnston, Leslie Shiner, and Darren Root

In this session, moderated by veteran journalist and pundit Greg LaFollette, three of the country’s pre-eminent experts [Darren Root, Leslie Shiner and Randy Johnston] will share their personal observations of the week and then take your questions. We’ll bring together all of the pieces of technologies, services, and products we’ve introduced to you throughout the conference and together we’ll devise a personal action plan for every attendee. You’ll leave with an actionable “to do” list that will transform conference session materials into measurable, definable goals that will pay hard dividends all year long!

Awesome QuickBooks Add-Ons for 2010

Tuesday - 11:00 -11:45 AM
Speaker: Doug 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.

Getting Data in and out of QuickBooks – “Tricks and Tools of the Trade”

Speaker: Leslie Capachietti

Whether you’re looking to help a client “jumpstart” a new QuickBooks data file or share their QuickBooks data with another application – or something in between – you should be familiar with the options available to you for importing and exporting QuickBooks data.
In this session we’ll review and demonstrate the tools that exist within QuickBooks itself as well as a few third party applications that are used by leading QuickBooks consultants to complete tasks like importing non QuickBooks transactions into an existing QuickBooks data file, sharing transaction data between different QuickBooks files and exporting key QuickBooks data for use by other applications.

For a New Implementation from prior accounting system to QuickBooks – using Excel and Data Importer Tools – HANDS ON SESSION
Between Existing QuickBooks Files
Importing Transactions from the web – ecommerce solutions, ebay, paypal
Vendors: Dwyertech Autofy, Atandra T-Hub, Q2Q tools, Bay State Consulting

How to Select the Right IT Consultant for Your Firm and Your Clients

Speaker: Randy Johnston

Working with a technology consultant can be a challenge, especially if their communication style is full of “technospeak.” Technicians and consultants have varying degrees of education and professional experience. This session will help you gain a level of understanding about technology (including networking basics) in order to communicate effectively with IT professionals. Learn how to distinguish a good technology partner and ensure a healthy computer experience.

Receive background on applicable technologies
Understand the options
Learn about key resources that are available

This one session could pay for your whole trip to the conference!

Accounting Software Market Overview - What You Need to Know

Speaker: Randy Johnston

Is your current system doing what you and your clients need? Are you keeping up with the competition? Accounting software has evolved to include software-as-a-service (SaaS), customer relationship management (CRM), workflow, handhelds and portals – in addition to traditional financial accounting and reporting features. Specialty products for the distribution, manufacturing, and service industries have also improved dramatically. This overview will expand your expectations of accounting software … and your capabilities to recommend the right solutions for your clients.
Key learning objectives of this session include:

Understand the key products in the marketplace
Learn about the integration capabilities of the key accounting software products in the marketplace
Examine features and compare each of the products in the market
Learn how adding third-party add-ons extend each of the products

Learn how to put this new generation of accounting software to work for your clients.

Advanced Excel for Accountants and Consultants - Best Unknown Features

Speaker: Randy Johnston

Many accountants who use Excel daily and consider themselves advanced users are not aware of some of the software’s most powerful features. Discover how these underutilized tools could increase your productivity. Many are easy to use and provide great benefits in situations accountants encounter regularly. Learn how to eliminate all rounding errors with the flip of a switch and work with live accounting data from inside Excel. Would it help to automate the process of updating spreadsheet data?

Key learning objectives of this session include:

Eliminate all rounding errors with the flip of a switch
Work with live accounting data from inside Excel
Automate the process of updating spreadsheet data
Save time and reduce the risk of errors
Learn how to be more productive with Excel

You’ll be amazed at how much more productive you can be with Excel!

Mac 101 - Improving Your Mac Client Services

Speaker: Randy Johnston

Can Apple's Mac really work and be productive in a PC environment? This session will show how an Apple MacBook Pro can keep up with or exceed the capability of Windows, run Windows (including Vista and Windows 7), and yes, be productive. Learn how to use Mac's OS features such as Finder, Safari 3, Quick Look, Time Machine, and Spaces. Consideration for running QuickBooks for Mac and QuickBooks for Windows on a Mac will be included. Consideration of Windows virtualization via Parallels & VMware Fusion as well as practical real life issues, potential hazards, tips, tricks, and fun stuff. After all it is a Mac!

How to Reach Level W in Report Design - and Why Levels D, I, and K Aren't Good Enough Anymore

Speakers: Greg Lafollette, Amy Vetter, Chuck Vigeant

According to Russell Ackoff, a systems theorist and professor of organizational change, the absorption of content into the human mind is hierarchical. He classifies the levels as Data, Information, Knowledge, and Wisdom. Your clients value reports in the same way. Stop giving them “data” when they’re seeking “wisdom”! In this session moderator Greg LaFollette will challenge industry experts Amy Vetter and Chuck Vigeant with some of YOUR toughest reporting problems. Come ready to describe your thorniest reporting dilemmas and then sit back and watch the data fly!

You’ll learn how to get information from QuickBooks in the format you need it and your clients want it. Your clients will love it when you save them countless hours of gathering and compiling information. Help your staff quit wasting precious time manually manipulating QuickBooks data to generate client specific financial reports.

NOTE: Please prepare for this class by bringing two reporting challenges --- we promise to tackle the toughest ones first!!

Using CRM to Gain and Maintain a Competitive Edge

Speaker: Naseem Saab, CEO Results Software

CRM (Customer/Client Relationship Management) is software that is used to record, track, and report on all prospect, customer, and vendor activities and transactions. CRM allows businesses to have information that is immediately available, complete and up-to-date, enabling them to respond appropriately to any request, to increase effectiveness and success. Firms used to consider this type of centralized and comprehensive information resource a desirable option. Now it's a business necessity. As the speed of business has increased and competition grown, good CRM software has become a critical component for success and will help you and your clients survive the current economic crisis. CRM provides firms with competitive marketing advantages and improved client satisfaction. In difficult economic times customer loyalty and the success of marketing efforts are the key ingredients for survival. As you consider your business plans for adding efficiency and planning for business growth, consider the benefits to your firm and to your clients' firms in implementing an integrated CRM solution.

Financial Reporting, Analysis and Business Intelligence

Speaker: Amy Vetter

You just finished cleaning up your client’s QuickBooks file, now what? What additional services can you sell them to retain them as a routine client rather than a one-time set-up client? Your client’s accounting data is a gold mine of value-added consulting that you can provide to empower your client to make decisions that will sustain and grow their business. Using QuickBooks as the tool, uncover reasons for cash shortages, slice and dice financial performance information across periods, evaluate capital expenditure decisions, and project future results. By utilizing tools such as customization of fields in QuickBooks, the Company Snapshot, ODBC, the Intuit Statement Writer, Business Analysis, and other add-on business intelligence solutions, you can begin to offer these highly sought out services and maintain a long-term relationship with your clients.

Ratio Analysis – Working Capital, Current Ratio, Liquidity, etc.
Free Cash Flow Analysis
Budgeting and Cash Flow Management
Benchmarking
Reports a Consultant Should Provide – Weekly, Monthly, Quarterly
Financial Reporting Add-ons for Business Intelligence

QuickBooks Troubleshooting Deep Dive

Speaker: Doug Sleeter and Amy Vetter

Do you have client questions that you have not been able to resolve on your own in QuickBooks? Do you have tips that you would like to share with other Consultants? Join Doug and Amy, and the rest of your fellow Consultants for this interactive Deep Dive Troubleshooting session of Best Practices. Multiple perspectives will be provided on possible workarounds for your unsolved QuickBooks issues. As time permits, we will present our favorite tips on customizing a QuickBooks file for industries such as Real Estate, Construction, Law offices, Inventory Distribution and Management and more! Bring your toughest questions and get the straight answers.

Taming the Sales & Use Tax Compliance Monster

Speakers: Michelle L. Long, CPA, MBA, Owner of Long for Success, LLC
Michael Gardner, Vice President of Compliance, Avalara

This presentation is a ‘must see’ if you have clients that experience challenges related to sales tax compliance. Sales and use tax management is a compulsory activity that places a burden on clients and generates risk but no revenue. Learn how to help your clients achieve compliance and reduce their exposure to audits and potential penalties. You will learn about selected transactions which cause problems and how to customize reports in QuickBooks to complete the sales tax return accurately. Also learn how web-based on-demand calculation and compliance solutions can save time, effort and money with automated processes that are far more accurate, efficient, and easier than manual processes.

How Does SAS 70 Affect Your Business?

Speakers: Dan Bowen, Dan Bowen, CPA – Partner Armanino McKenna LLP

SAS 70 reviews, once thought of as IT control reviews only, have expanded their reach into multiple industries, disciplines and service lines. Due to increased regulations and corporate governance, these control reviews seem to be required more and more client situations. What are these reviews? How do they affect your business? Why do I need one? Join us as we explore the world of SAS 70 reviews, their impact on your business and where are they headed in the future.

Improving Client Service with Portals

Speaker: Randy Johnston

Getting connected with your clients is critical to long term success. This session will guide you to tools for QuickBooks users, accountants and general portal tools alike. This session will give you a chance to see what the options are for your practice.

Key learning objectives of this session include:

Understand what it takes to implement a portal
Learn the features and functions that could work for your firm
Examine solutions

Help your firm proactively adopt portals!

I’ve Seen the Cloud from Both Sides Now --- How to Keep Your Feet on the Ground When Your Head’s in the Cloud

Speaker: Greg LaFollette, CPA.CITP

The universe of cloud computing, in which the Web is the computer, has grown rapidly. This new approach is changing the way that we will be thinking about and using computers. Players like Amazon and Google are challenging mainstream thinking as to where applications run and data reside. This talk will provide both an overview and details as to how this methodology works, and how it will impact our businesses and the way we work. Topics to be covered include:

What is cloud computing?
How can the web be a computing platform?
Where is the data and how safe is it?
Impact on software vendors and users
Business continuity and disaster recovery in the cloud

Successful Remote Consulting Services - Tools and Best Practices

Speaker: Mario Nowogrodzki

Are you able to work from where and when you need so you can take care of clients? Do you understand your options for remote connection? Can you keep all of these files and applications straight? This session is about how to connect and how to keep your business tools synchronized.
Key learning objectives of this session include:

Understand the tools available
Discuss the approaches that work best for clients and how to make this easy and profitable
Learn about options for connecting your business tools together

Learn about tools for working from anywhere at any time so you can work when you want to on things that need your attention.

Increasing Your Online Presence

Speaker: Gail Perry

Learn how you can attract new clients, reinforce your relationship with existing clients, and generally improve your credibility by increasing your visibility online. Learn about Web 2.0 publishing including Tweets, blogs, social media sites including LinkedIn and Facebook; learn tips for writing and publishing effective press releases; explore ways in which you can improve your Google search position; find out how you can enhance the value of your Web site. Learn about the value of published articles, choosing a topic, writing techniques, and tips for finding online publishing venues.

Essential IT Security, in an “Always Connected” World

Speaker: David Cieslak, CPA.CITP

Users are increasingly connecting "everywhere, all the time" to the Internet to access critical systems and data - often assuming their information is safe and secure. But in reality, threats to data security have never been greater, and information never more at risk, than they are today. This session explores the latest IT security trends and threats and outlines essential steps all users should take to ensure their systems and data are fully protected. Topics covered include laptop security, web browsing, data encryption, e-mail, spam and phishing, along with addressing the new threats posed by social networking.

Marketing on the Internet with E-Newsletters

Speaker: Barry Friedman, CEO BizActions, LLC

There is no question that print publications are experiencing some of the toughest times in memory. The advent of digital media has arrived and E-Newsletters have become an important tool in the marketing arsenal of any accounting or consulting firm. This session will help you plan and implement an E-newsletter program at your firm. We’ll discuss what to consider when selecting an E-Newsletter platform, and give you practical tips for getting up and running with your E-newsletter program.
We’ll also include real newsletter examples from successful firms and we’ll discuss the importance of reporting features and list management tools in E-newsletter platforms. If you want to grow your business or just communicate effectively with existing clients, this is a must attend session.

VAR Opportunities in The Sleeter Group Consultants Network

Speaker: David Horwitz

As software consultants, bookkeepers, and accountants, you can serve existing clients better and find lucrative new opportunities by offering value-added services and products. This session will give you the roadmap for success as a Value Added Reseller. By adding sales, integration, and support of third party applications to your practice, you can leverage your most trusted advisor status and broaden your services to include software sales and infrastructure support that are so critical to your clients’ businesses. Sleeter Group Consultant Network members may participate in any number of solution partner programs that The Sleeter Group offers, by becoming value added resellers (VARs) for these solutions. Come learn about the program and meet our partner managers to learn how easy it is to add services that your clients want.

Build a Profitable Niche Practice

Speaker: Michelle L. Long, CPA, MBA, Owner of Long for Success, LLC

Now is a great time for accounting professionals to build a profitable niche practice. Learn the advantages to niche specialization and how it can help you grow your business and increase profitability. Discover the types of niches available and the most popular ones for accounting professionals. Learn what you should consider when choosing and creating your own target market and possible risks or pitfalls to avoid. Tools to help you analyze your firm and create an action plan for yourself. Plus, learn which are the most effective marketing techniques for accounting professionals to reach your target market including social networking, social media and using a free database to obtain targeted contact lists and more.

Social Networking: the Elevator Speech of the 21st Century – Are You Ready?

Speaker: Greg Lafollette

Social networks are exploding. RSS feeds are everywhere and the “generation divide” has never been wider regarding new technology. What does this mean to the practicing accountant? This session will cover all facets: who, what, how, and (most importantly) WHY the world is rushing to “new media”. You’ll learn of existing tools and techniques of specific interest to practicing accountants, and we’ll look at ways firms are using these technologies to stay connected to their clients, staff, and business partners. We will review specific platforms including LinkedIn, Plaxo, FaceBook and a few of the hundreds of “Twitter tools” available. Have you developed your 21st century elevator speech?

Effective Presentations and Training Skills for Consultants

Speaker: Leslie Shiner

While fear of public speaking ranks up there with the fear of death, it is a valuable opportunity to grow your business. Speaking to large groups is a way to show off your expertise and improve your visibility for new clients. In this session, you’ll learn how to create and present effective presentations as a marketing tool. You’ll learn the do’s and don’ts of public speaking, ways to engage the audience, and understanding the adult learner.

Tracking Government Grants and Contracts Using QuickBooks

Speaker: Raymond Bantum, CPA.CITP

The federal government is the number one source for revenue for businesses in the form of federal grants. With the current influx of stimulus dollars from the federal government there is even a greater opportunity to receive federal grant funding. The challenge with federal grants is that extreme oversight and accountability for the funds are mandated. Having an accounting system setup that can withstand the rigors of federal and CPA A133 audits of federal grant funds is mandatory. With those stringent reporting requirements in mind I have created a federal grants management Quick Books model that has the features and functionalities needed for tracking federal grants. This model also works well for state and local government grants as they normally follow the federal requirements. This training session will cover how this Quick Books model can assist you with your federal and governmental grants tracking.

Topics

Review of the QuickBooks Federal Grants Chart of Accounts Structure
Review of Office of Management and Budget Circular A122 and A110 circulars that dictate how federal grants funds should be maintained and tracked and how the Quick Books Model can address those circulars
QuickBooks Model – Federal Budget Report – SF 424 format and Grants.gov
Review of Indirect Cost and Cost Allocations issues
Review of A133 CPA Federal Audit issues and how the Quick Books model can help get you through the audit with a unqualified opinion

QuickBooks Point of Sale – Tips for Flawless Implementations

Speaker: Leslie Capachietti

Now in its ninth edition, QuickBooks Point of Sale continues to be the fastest growing PC based point of sale solution for independent retailers. With demand for QBPOS consultants growing each year, learn the key steps required – of both you and your client - to achieve a successful installation. In addition, to help prepare you to deliver superior post-installation support we’ll also review the ten most common mistakes that QBPOS users make and how you can help your clients avoid them.

QuickBooks in a Global Market – using Multicurrency and More

Speaker: Esther Friedberg Karp, MBA Advanced Certified QuickBooks ProAdvisor

You’ve got clients who are using more than one currency…is QuickBooks the answer? If so, should you be recommending the US version of QuickBooks? What if your client is Canadian? And if QuickBooks is not the answer, what is? Esther Friedberg Karp has been working with multiple currencies in accounting software for the last decade. Join her for the ins and outs of dealing with foreign currency clients, as well as some little-known cross-border issues that could make all the difference to you and your clientele. Esther will be showing you what works and what does not, as well as when to look to another piece of software to serve your clients well.

Five Best Practices for Working with Contractors using QuickBooks

Speaker: Leslie Shiner

Many contractors use QuickBooks, but many contractors miss-use QuickBooks. Learn the five “must do’s” when working with contractors. Help them to use QuickBooks as a management tool, not just a check writing program. Learn how to set up the correct Chart of Account so they can truly measure profitability. Explore the best ways to set up Items and Estimates. Examine good job costing practices for all job costs, including labor.

Session Objectives:

Using the proper Chart of Accounts – What is Parallelism?
Creating and using the perfect Items List
Using Estimates in all their glory
Good job costing practices
Tracking and accounting for all labor costs

Retail and Restaurant Set-up and Consulting using QuickBooks

Speaker: Amy Vetter, CPA.CITP

QuickBooks POS Software is a great solution for a client that has a Retail store. However; there are clients that choose to not integrate their POS Software with QuickBooks Financial Software or implement QuickBooks POS. Additionally, there are no current solutions in the Intuit Product line that integrate Restaurant POS software to QuickBooks Financial Software. However; many restaurants and retail stores can use QuickBooks Financial Software very effectively for their back office work and for purchasing, bill paying, and payroll. The methods presented in this course will provide you a sampling of best practices for efficiently handling the needs of restaurants and retail stores.

Professional Services Set-up and Consulting using QuickBooks

Speaker: Amy Vetter, CPA.CITP

QuickBooks is used in thousands of small professional service firms throughout the United States. QuickBooks financial software is quite capable of handling most of the needs of these firms; however one of the trickiest record-keeping tasks for law firms is the proper handling of client funds held in trust. In this course, we’ll show to handle both client trust activity and the firm’s accounting in the same QuickBooks file. Another Professional Services industry that QuickBooks can handle is Real Estate. This section of the course covers several suggestions for setup and management of a residential real estate brokerage firm engaged in listing and selling residential property. The course shows how to track and record, property listings and sales, escrow closing statements, and commissions to outside contractors (agents).

Introduction and Overview of the Intuit Solution Provider Channel

Speaker: BJ Schaknowski

Many of you have heard of the reseller program at Intuit known as the Intuit Solution Provider (ISP) Channel. The ISP Channel focuses on reselling, technical implementation, and third party integration of the Intuit QuickBooks Enterprise Solutions, Point of Sale, and QuickBase offerings, and also cross-sells Intuit Payroll and Payments services. BJ Schaknowski, Director of the ISP organization, will take the audience through the strategy, vision, and tactics of the Channel and share how to best work with an ISP, or perhaps even become an ISP if your business model fits the program requirements.

What’s New in QuickBooks

Speaker: Shane Hamby, QuickBooks Product Manager and Customer Advocate

QuickBooks is designed to make your work easier, faster and more accurate. Your suggestions have inspired new features and big improvements. Discover in this course how the latest version of QuickBooks can help you work more efficiently with your client’s data and enable them to get more from QuickBooks.

New Features in QuickBooks Accountant Edition: An In Depth Perspective

Speaker: Amy Vetter, CPA. CITP, Executive Director Technology in a Box, LLC., Member of the Intuit Trainer & Writer Network

Repeat session presented by Diane Krause, President of Krause Accounting & Consulting Services, LLC., Member of the Intuit Trainer & Writer Network

Given the popularity of QuickBooks in the marketplace, there is a strong chance that a majority of your small business clients use QuickBooks. In this course you will learn about the new features of QuickBooks Premier Accountant to give your QuickBooks support services a cutting edge and to set yourself apart from your competition.

This course will give you an in-depth accountant’s perspective on how to use QuickBooks Premier Accountant to streamline the year-end procedures you perform for your clients, to customize QuickBooks to meet your client’s unique reporting needs, and to maximize the use of QuickBooks in your accounting practice.

Rethink QuickBooks clean-up: Intuit’s Enhanced Client Data Review

Speaker: Presented by Michelle Long, MBA, President of M. Long Consulting LLC, Member of the Intuit Trainer & Writer Network

Repeat session presented by Laura Madeira, President of ACS, Inc. , Member of the Intuit Trainer & Writer Network

Learn about the exciting new enhancements to Intuit’s Client Data Review feature in QuickBooks Premier Accountant. Quickly and easily identify problem areas in your client’s files as well as correcting and fixing mistakes. Discover how intuit has taken this feature to the next level as well as how to fully utilize the key existing features to make you more productive.

Advanced Financial Reporting Using Intuit Statement Writer

Speaker: Presented by Amy Vetter, CPA. CITP, Executive Director Technology in a Box, LLC., Member of the Intuit Trainer & Writer Network

Repeat session presented by Mary Beth Raimondi, CPA., Member of the Intuit Trainer & Writer Network

In the session we will cover the core functionality of Intuit Statement Writer 2010 and the new and improved features that allow you to present financial statements in compliance with GAAP. By using the Intuit Statement Writer you will also be able to create financial and management reports that are not possible within the QuickBooks Financial Software. Impress your clients with charts, graphs and ratio analysis that directly feed from Intuit Statement Writer so you can create them once and simply refresh the data each reporting period.

Avoid IRS Penalties using Intuit’s Payroll Solutions

Speaker: Michelle Long, MBA, President of M. Long Consulting LLC, Member of the Intuit Trainer & Writer Network

Have you ever wondered why your client’s 941 is incorrect? Why are employees’ year-to-date earnings incorrect? Learn what causes Form 941 payroll information to unexpectedly change and what to look for when someone’s year-to-date earnings or taxes are inaccurate. Also learn techniques and tips that will assist you with avoiding the need to amend payroll tax returns, or face penalties for incorrect reporting.

Streamlining Your Collections Process with Intuit Payment Solutions – 2010

Speaker: Amy Vetter, CPA. CITP, Executive Director Technology in a Box, LLC., Member of the Intuit Trainer & Writer Network

Learn about the family of Intuit Payment Solutions products including the newest offering which lets you and your clients accept check payments from the comfort of your desk. Intuit Check Solution for QuickBooks lets you scan checks using one of our 2 scanners (sold separately) and automatically matches the checks to open invoices saving you time. Since the checks are deposited electronically there is no trip to the bank needed. Also featured will be Intuit GoPayment, the service that lets you accept credit card payments using just a mobile phone.

Data Integration: New Milestones in Tax and Accounting

Speaker: Presented by Bill Whitson, Intuit Program Manager

In this course, you will learn how Intuit has created seamless migration of data from QuickBooks® and Microsoft® Excel into our Lacerte Tax Program. We will take an in-depth look at how to import data from QuickBooks files and data from spreadsheets, including assets and stock transactions. Utilizing these valuable features can eliminate data entry and drastically increase your productivity.

Bonus: You’ll also learn about areas we are exploring to eliminate even more data entry by utilizing data import from scanned documents and financial institutions!

Maximize Your Reach as a ProAdvisor

Speakers: William Willcoxson, Intuit Sr. Service Manager, ProAdvisor Program, Intuit Sr. Service Manager, ProAdvisor Program
Michelle Long, MBA, President of M. Long Consulting LLC, Member of the Intuit Trainer & Writer Network

Utilize ProAdvisor tools and resources to help you find new and improved ways to attract new clients and be more productive. You will learn easy tips on improving your Certified ProAdvisor profile (including ratings), how to utilize the ProAdvisor brand to get more leads through social marketing, utilizing the ProAdvisor communities to increase productivity, and much more.

What makes QuickBooks Enterprise Unique

Speaker: Marilyn Sudbeck, CPA, Member of the Intuit Trainer & Writer Network

Learn how QuickBooks Enterprise can provide valuable features for your client and generate income for you and your practice. In this session, we will identify key differences between the QuickBooks versions and QuickBooks Enterprise. Learn about the enhanced security features and how it works in a terminal server environment. You’ll also learn about warehouse management and field service products that work with QuickBooks Enterprise. We will also cover a little bit about the ISP program from intuit and what’s involved.