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QuickBooks Connect (QBC) is one of the biggest accounting conferences in the US. More than 5,000 people will descend on San Jose to learn from 50+ speakers, 100+ software providers, and more. Make sure you get the most out of your time and monetary investment by joining us and the QBC panel we’ve assembled. The panel of speakers will share their best tips for surviving and thriving at QBC. Also, learn about their approach to maximizing their learning, networking and, of course, fun at QuickBooks Connect.
Learning Objectives:
- Learn how to plan your conference experience before you go
- Learn key networking tips if your flying solo
- How to make sure you put into practice what you learn at QBC
- Top 10 Survival Tips
Richard Roppa
Quasar Cowboy Consulting
Founder
richard@richardroppa.com
(832) 891-4463
Richard Roppa-Roberts is the Founder of Roundtable Labs and Quasar Cowboy and is affectionately known as the ProAdvisor’s Advisor.
Richard offers executive and strategic coaching and business insights, guidance, and systems for accounting professionals. In addition, he is an experienced facilitator, conference speaker, and author at Firm of the Future and CPA Practice Advisor.
He was named by Accounting Today as "One to Watch“ in the Top 100 Most Influential People in Accounting issue, November 2019.
Stacy Kildal, founder of Kildal Services LLC, is an internationally recognized expert in QuickBooks Online that has been named as one of Accounting’s Most Powerful Women in 2012, 2013 & 2014, as well as one of 2013 & 2014’s 40 Under 40 in Accounting. In 2014, she was also voted by her peers as one of the Top 100 ProAdvisors (included in the top 10!) and named as one of 100 Most Influential People in Accounting. In 2015, her blog was named as one of 15 Essential Sites for Accountants.
Mariette Martinez
MasterYourBooks Learning Center
IRS Enrolled Agent, Financial/Tax Accountant, Intuit Trainer & Public Speaker
masteryourbooks@mariettemartinez.com
(909) 509-5887
Mariette is the founder and lead educator at MasterYourBooks Learning Center.
After two decades of serving as a small business accounting advisor, she is on a mission to deliver action-based learning content so that no business is left behind due to the lack of financial literacy and community support to empower their entrepreneurial dreams and goals.
Damien Greathead, MBA
Dext
Vice President - North America
415-924-3100
Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Sponsor
Dext is an automated, multiproduct accounting solution. With three products, we’re here to help reduce your workload, optimize your workflow, and free up your time.
Here’s a bit about our products and how they can help you:
Dext Prepare – allows you to collect client paperwork, accurately extract data and automate processing into any general ledger, streamlining your workflows so team members can work more closely with clients. It's the 4.7 star rated tool used by over 1 million people.
Dext Commerce – saves you time by automating your client’s sales data retrieval from online eCommerce marketplaces and digital payment methods. Get an overview of their sales performance and ensure sales tax compliance, no matter where they sell in the world.
Dext Precision – intelligent data cleanup, bookkeeping, and compliance tools designed for Xero and QuickBooks Online professionals. Identify mis-codings, track key liabilities, and spot unwanted changes to historical data.
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