QuickBooks Connect 2018 – Agenda, Location, and More

Quickbooks Connect 2018

Quickbooks Connect 2018

What is QuickBooks Connect?

Held by Intuit, QuickBooks Connect is designed to give small business owners, entrepreneurs, and the self-employed the opportunity to learn, grow, and network with professionals from around the country. At this conference, business owners will discover the latest trends in innovation and how they can impact their businesses. Between vendor booths, product demos, free design consultations, and more, this event will provide you valuable knowledge on how to maximize your business’ success.

When and Where is QuickBooks Connect 2018?

This year, QuickBooks Connect will be held November 5-7 at the San Jose Convention Center in San Jose, California. Intuit has set up hotel accommodations at multiple hotels throughout the area, including the Hilton San Jose, San Jose Marriot, and Hyatt Place. All of these hotels are .1 miles or less away from the Convention Center.

QuickBooks Connect 2018 Agenda

There are 3 days at this conference, with each day full of learning and networking opportunities. The agenda for each day is as follows (subject to possible changes):

Day 1 of QuickBooks Connect: Accountant Day (November 5th)

  • 8:30-10:00 am: Registration and Breakfast
  • 9:00-10:30am: Accountant Welcome and Keynote
  • 11:00am-12:00pm: First Round of Breakout Sessions
    • Winning Strategies for Working with the Gig Economy: In this session, you’ll learn to identify the unique needs and opportunities when working with self-employed individuals. You will also be introduced to tools that will help keep you and your self-employed clients in sync.
    • Ninja Warrior Strategy For Accountants – How to Rule Your Niche: This session will teach you real-life strategies to position yourself as an expert and acquire premium clients while getting paid what you’re worth.
    • The Good, the Bad, and the Ugly – Assessing and Onboarding New Clients: Learn the best practices for new client assessments and onboarding to keep both your clients and your team happy.
    • Using Technology to Set Your Firm Apart: Wondering how you can stand out against your accounting competitors to help attract more clients? This session focuses on leveraging technology to create innovative solutions that your competition can’t match.
    • Accounting for eCommerce – Data Flow and Management with QBO and Apps: This session will teach you how to use QBO and apps effectively, how moving data and using an import tool can increase efficiency, tips for simplifying Charts of Accounts setup, and more.
    • Tax Session: Description not yet available.
    • Large accounting firm session – Content Designed for the Specialized Needs of Large Regional, National, and Global Accounting Firms: Description not yet available.
  • 12:00-12:45 pm: QuickBooks Connect Tour
  • 12:00-1:30 pm: Lunch
  • 12:00-7:30 pm: Exhibits, Activations, and Connections
  • 1:30-3:10 pm: Second Round of Breakout Sessions
    • Selecting the Right App – Step by Step: This hands on workshop will teach you how to identify exactly what you need in an app, how to analyze your search results, and how to effectively compare similar apps to determine which one to use.
    • Creating Effective Marketing Videos: From equipment, software, platforms, and content strategy, this session will teach you the basics of creating an engaging and informative video to market your services.
    • Transitioning Existing Clients to Value Pricing: Working too hard for not enough money? In this session, you’ll learn powerful reframing strategies to help raise your prices without losing your existing clients.
    • Influencing from the Inside Out: In today’s hyper-competitive world, it’s difficult to not overextend yourself in hopes to stand out. In this session, you will learn the inside-out approach to increasing your influence and help you create a strategy on how you show up in the professional world through writing, speaking, and personal style.
    • Intentional Onboarding – The Key to Strong Client Relationships: Having a set onboarding process is key to forming happy, long-term client relationships. This session will teach you how to create a systematic onboarding process, as well as how to establish clear expectations for your team and your client.
    • Tax Session: Description not yet available.
    • Large accounting firm session – Content Designed for the Specialized Needs of Large Regional, National, and Global Accounting Firms: Description not yet available.
  • 3:10-3:30 pm: Break
  • 3:30-4:30 pm: Third Round of Breakout Sessions
    • Accounting for eCommerce – Data Flow Management with QBO and Apps: See day one, first round of breakout sessions.
    • Blockchain 101 for Accountants: This session will teach you all you need to know about blockchain technology, including how it works, it’s impact on accounting, its strengths and weaknesses, and the impact it can have on your daily work.
    • Diversifying Revenue Streams for Success: Learn about four distinct income types you can generate as an accountant, plus how to establish the right mix to see success.
    • Culture is Everything – Building a Modern Firm: You may not realize it, but your firm’s culture exists at every level of business. From beliefs and behaviors to technology and security, this session learn how to assess the culture of your firm and ways to improve to attract ideal clients and retain top staff.
    • Sharpen Your Consulting Skills: This live demonstration will show you how consulting works with a client, teaching you about valuable tools to help make you successful.
    • Tax Session: Description not yet available.
    • Large accounting firm session – Content Designed for the Specialized Needs of Large Regional, National, and Global Accounting Firms: Description not yet available.
  • 4:30-4:50 pm: Break
  • 4:50-5:00 pm: Fourth Round of Breakout Sessions
    • Accounting for Cryptocurrencies: Learn the basics of crytocurrency accounting, financial accountability around blockchain-based assets, and identify the technology and policies that can help your accounting challenges.
    • Collaborative Coaching for Firm Owners: In this interactive session, you will learn how to overcome distractions to increase focus and grow your firm.
    • Large Accounting Firm Session – Content Designed for the Specialized Needs of Large Regional, National, and Global Accounting Firms: Description not yet available.
  • 5:45-7:30 pm: Welcome Reception
  • 6:00-7:30 pm: Apps Showdown

Day 2 of QuickBooks Connect: Main Day (November 6th)

  • 7:30-8:30 am: Registration and Breakfast
  • 7:30-8:30 am: Exhibits, Activations, and Connections
  • 7:45-8:45 am: First Round of Breakout Sessions
    • How to Become an Inspiring (and Profitable) Practice: Learn a step-by-step system on how to become inspirational, and how that can lead to success, happiness, and profitability for your firm.
  • 9:00-10:30 am: Welcome and Keynote
  • 10:30-11:00 am: Break
  • 10:30 am-3:50 pm: Exhibits, Activations, and Connections
  • 11:00 am-12:00 pm: Second Round of Breakout Sessions
    • Financial Freedom for Freelancers: Oftentimes, those who are self-employed have difficulty managing business finances. This workshop will help you create a solid foundation for future business success.
    • Managing vs. Leading – Inspiring and Growing Your Team: Having difficulty being the boss? This session will help you find your leadership style and help you navigate areas of strength and improvement for you, your staff, and your business.
    • My Job, My Rules – Freelancers on Making Their Big Leap: This session features four fearless women who left their careers to step out on their own.
    • Online Branding to Amp Up Likes and Shares: Social media is constantly changing. This session will teach you the latest tips and tricks to create a relevant online brand.
    • How to Get What You Want, When You Need It: Best for those who are starting and growing a business, this workshop teaches you what you need and how to ask for it.
    • Who Runs the World? Motherhood and Business: There is a rapid growth of female entrepreneurs who are eager to redefine success and workplace norms. Enjoy a conversation with four working mothers and how they achieve a work/life balance.
    • The Ninja Warrior Strategy for Accountants – How to Rule Your Niche: See day one, first round of breakout sessions.
  • 12:00-1:30 pm: Lunch
  • 1:30-2:30 pm: Third Round of Breakout Sessions
    • Legal Know-How for the Entrepreneur: From the right structure for your business to how to tips for contracting, intellectual property, and working with influencers, this workshop is great for new business owners.
    • Mastering the Hustle – Working More than One Gig: This session features four creative minds all in varying stages of their career. Learn how they balance full-time jobs with new businesses working for themselves.
    • Be the CEO of Your SEO – Maximizing Online Search: Learn the ins and outs of online search and how to position yourself above the competition online.
    • No Stone Unturned – New Funding Sources to Fuel Business Growth: Looking for funding tips? This session connects you to experts who are uncovering and funding new companies everyday.
    • Financial Freedom for Freelancers: See day two, second round of breakout sessions.
    • Prime Time – Mastering the Art (and Science) of Retail: Retail is experiencing a renaissance, and with it comes new data insights and distribution channels that are opening up new ways to reach consumers. This workshop features four retail leaders who are blazing a new path.
    • How to Get What You Want, When You Need It: See day two, second round of breakout sessions.
    • QuickBooks Technical Session: Description not yet available.
    • Stepping Up Your Leadership Presence: Learn how to align and elevate your digital and face-to-face presence to help create a powerful and authentic brand.
    • Panel Discussion – Bookkeeping Buds and Their Secrets of Success: From navigating social media, staff management, setting boundaries, and transitioning to a mobile practice, learn lessons these bookkeepers experiences in the field.
  • 2:30-2:50 pm: Break
  • 2:50-3:50 pm: Fourth Round of Breakout Sessions
    • Online Branding to Amp Up Likes and Shares: See day two, second round of breakout sessions.
    • Small is the New Big: Hear tips from four entrepreneurs who have been through the paces and growing a business of one.
    • Managing vs. Leading – Inspiring and Growing Your Team: See day two, second round of breakout sessions.
    • No Stone Unturned – New Funding Sources to Fuel Business Growth: See day two, third round of breakout sessions.
    • Be the CEO of Your SEO – Maximizing Online Search: See day two, third round of breakout sessions.
    • My Job, My Rules – Freelancers on Making Their Big Leap: See day two, second round of breakout sessions.
    • Beyond the Numbers – Correcting and Overcoming Non-Financial Mistakes: Oftentimes, financial struggles are caused by non-financial missteps. This session will teach you how to look beyond the numbers to the root causes of financial mistakes and how you can correct them.
    • Collaborative Coaching for Firm Owners: See day one, round four of breakout sessions.
    • QuickBooks Online for Construction Clients: Learn how to setup a financial structure, create a project budget, basic job costing, how to use estimates, progress invoicing, and other construction-specific workflows.
    • QuickBooks Online for Non-Profits – Tracking Restricted Net Assets: This session is suggested for those who know the fundamentals of how to use QuickBooks Online for the non-profit sector. It will be discussing how to use additional features to get a Statement of Position and Statement of Activities that accurately reflect new net asset standards.
  • 4:00-5:30 pm: Main Stage
  • 5:30-6:30 pm: Exhibits, Activations, and Connections
  • 5:30-6:30 pm: Reception
  • 7:00-10:00 pm: Celebration

Day 3 of QuickBooks Connect: Accountant Finale (November 7th)

  • 7:30 am-12:30 pm: Exhibits, Activations, and Connections
  • 7:30-8:30 am: First Round of Breakout Sessions (TBD)
  • 7:30-9:00 am: Registration and Breakfast
  • 9:00-10:00 am: Second Round of Breakout Sessions
    • The Business Growth Accountant – Building Stronger Relationships so Clients Value and Pay You More: In this session, you will learn proven insights on how to build stronger client relationships.
    • Selecting the Right App, Step by Step: See day one, second round of breakout sessions.
    • Tech Stacks for Construction Client Success: This session will explore technology options that are designed to make managing construction-specific tasks easy.
    • Tax Sessions: Description not yet available.
  • 10:00-10:20 am: Break
  • 10:20-11:20 am: Third Round of Breakout Sessions
    • Winning Strategies for Working with the Gig Economy: See day one, first round of breakout sessions.
    • Tax Session: Description not yet available.
  • 11:20 am-12:30 pm: Lunch
  • 12:30-1:30 pm: Accountant Main Stage

Why Should You Attend QuickBooks Connect 2018?

QuickBooks Connect isn’t just a way for you to better understand how to use QuickBooks to maximize your business’ efficiency and success. With a wide variety of breakout sessions and things to do, you can learn valuable business building skills from industry experts.

No matter what stage you are in your career, there are opportunities for you to grow and improve your business. New businesses can benefit from breakout sessions like How To Get What You Want, When You Need It and Legal Know-How for the Entrepreneur, while more established business owners can benefit from sessions like Transitioning Existing Clients to Value Pricing. In addition, there are endless networking opportunities, where you can build valuable relationships and learn important lessons from your peers.

For more information about pricing, be sure to visit the QuickBooks Connect website.