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Education, QuickBooks Software, Software, Tips

Expert Tips For Attending Intuit Connect 2024

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One of my favorite books when I was a kid was “Hail, Hail, Camp Timberwood,” about a girl who goes to summer camp for her first time. She’s standing around, feeling (and probably looking) uncomfortable as all the return campers are running around, hugging each other, excited to be reunited. All of a sudden, someone runs up to her and gives her a big hug and says how happy she is to see her again. After a moment of total confusion, the girl leans in and says, “Don’t worry – we don’t actually know each other. I was just feeling left out and figured I’d join ‘em.” The two of them become fast friends and go off hugging others who looked out of place and letting them in on the joke. Before you know it, the entire place was full of everyone running around hugging each other and laughing.

While I can’t say this is likely to happen exactly like this at the upcoming Intuit Connect conference in Las Vegas, I also wouldn’t be that surprised if it did. There will be heaps of people reuniting for the first time since last year, or at least since Scaling New Heights (check out last year’s video blog about those amazing takeaways, which includes some bonus suggestions for Connect). But there will also be loads of first-timers attending, who are nervous and out of their element. Find the other wallflowers and go up to them – tell them it seemed like maybe they didn’t know anyone there, either, and do they want to eat lunch together or go to a vendor booth or grab a drink? You’ll be delighted and surprised at how many of these folks you’ll stay in touch with through the years. Remember, progressive accountants and bookkeepers such as the kind you’ll find at Connect – especially those who go year after year – are excited you’re there, and they want to help make your experience better. Introduce yourself to someone who looks like they “belong” and say that you’re new, and not sure where to begin. I am sure they’ll point you in the right direction, take you under their wing, or introduce you to someone who might be a great conference buddy.

For today’s blog post, I’m going to be that conference buddy, and share with you my Expert Tips for Attending Intuit Connect 2024.

Tip One — PLAN AHEAD

  1. Attend a prep session webinar or podcast for individual insights. Michael Ly presented one on October 15th as a tax-extension-day celebration and you can check out the recording here. Also, Lynda Artesani joins Matt Fulton and Richard Roppa-Roberts to host a wrap-up on November 8, sponsored by Forwardly. Keep your eye on this space, as I’ll be updating the article as I learn about new events.
  2. Plan ahead, make a schedule, but be comfortable diverging from it; that way you don’t waste time figuring out what to do in the moment, but you also don’t miss the organic opportunities that arise.
  3. Make a list of vendors you’d like to meet; they’re often very busy during open Exhibit Hall time; it might be helpful to set up a time with them to meet during a session when the Hall is less busy. Bring a list of questions you’d like to have answered. Narrow your scope… it’s impossible to visit everyone. Pick a few areas of interest, look into which vendors serve those areas, and focus on them.
  4. Connect on social media with others who will be attending, whether it’s in a Facebook group like The Unofficial QuickBooks Connect Conference Group, LinkedIn, or other platform — you can always use the official hashtag #IntuitConnect to find out who you already know that might be going. Engage and make plans ahead of time.
  5. Check with your sales reps and vendors for the tools you love best – whether you’re already using them or plan to implement this year – to see if they are hosting any customer dinners, happy hours, or get-togethers. Same with professional associations you’re either in or are considering joining, like Bookkeeping Buds, Realize, or Roundtable.

  6. Register for parties that aren’t already in the QBC app! In addition to the always-fabulous ConnectFest on Tuesday evening, there are loads of RSVP-only sponsored parties, such as:

There are also some customer-specific dinners and get-togethers for RightTool, Relay, Synder, ClientHub, Truewind, and other vendors and professional associations (such as Bookkeeping Buds, Realize, and Roundtable) – check with reps for the apps you already use or are planning to implement, and ask if they are hosting anything.

Tip Two: DOWNLOAD AND USE THE MOBILE APP

  1. When you log into the Intuit Connect website (same credentials you used to register for the conference), you can select sessions ahead of time. Keep in mind that some are 50-minute sessions and some (including mine) are 100-minutes. One of the nice things about the app that Intuit uses is that you can sign up via the website or the mobile app. You can also “favorite” (aka “heart”) a session without signing up for it. Although you can only sign up for one session per-slot, you can “favorite” more than one, giving you an excellent way to select backup classes. (There’s one small bug – in an attempt to make sure you’re not signed up for two sessions simultaneously, they accidentally made it so that you have to choose between LUNCH at meetups that are being held during the lunch hour.)

  2. On your phone, you can log into the Intuit Connect website and scroll down about half-way to download and sign into the conference app; the app and the website sync with each other! If you still have the app on your phone from last year, it will work! You just have to click the “update” button in your phone’s app store.

  3. You can also click on the “Add Personal Time” button, which allows you to include items in your agenda that aren’t part of the official conference.
  4. Once you’ve got your calendar just the way you want it, you can then export it so that everything shows up on your personal calendar, by clicking the dropdown at the top of the “My Agenda” view.


    In the mobile app, set up your “Calendar Sync”:

  5. It’s definitely helpful to the community if you register ahead-of-time for the classes that interest you (such as “S-Corp Reasonable Compensation: What You Need To Know (And Why),” my session at 10 am on Monday, October 28th)! This is how they determine which rooms will be assigned for each one. If there’s a lot of interest in a particular topic, they’ll give it a bigger room, and that makes life easier for everyone.
  6. You can “register” for only one per timeslot, but you can “favorite” many, which is great if a session turns out not to be your cup of tea and you want to bail for another, or if you’re somewhat undecided.
  7. The app won’t let you register if it’s full. But that doesn’t mean you shouldn’t try to attend anyway! Lines will form for the “sold-out” sessions, and they will let additional people in if there’s capacity, which there usually is – get there early to be near the front of the line. There is almost always extra room and I’ve rarely been turned away.

  8. If you click on the session, it will show you the description, as well as speaker info. If you click on the speaker it will show their bio and all the sessions they’re teaching at the conference. This is a great way to research which instructors you’d like to hear.

Tip Three — PACK WISELY AND COMFORTABLY

  1. Wear comfortable shoes – there’s a lot of walking, even though it’s a confined space. Three floors, plus events at neighboring properties. (And of course, dance parties!)

  2. Pack an extra collapsible duffle bag for swag if you’re into it – but remember… you can also say “no thank you”. It’s easy to get lost in the freebie frenzy, but do you really need another stress ball? That said, some of the stuff will be too good to pass up and you want to make sure you have room to carry it home. Personally, my QBO wine stopper from last year is a treasured memento – no joke!
  3. The breakout rooms are often FREEZING! Bring a wrap or sweatshirt. Also, Vegas is in the desert… it’s chilly this time of year.
  4. However, there are a couple of hot tubs in the pool area, so also bring a swimsuit. Keep in mind that they close very early — 4 or 5 pm depending on the day.
  5. Bring a refillable water bottle (or reuse a plastic bottle) and/or coffee/tea mug; there will be dispensers, and also, the water in your hotel room is fine to drink. Pro tip: the gym is 24/7 and has great filtered water.
  6. Bring battery packs and chargers – often the rooms are in a basement and your cell struggles and chews up your battery; plus you’ll want to be on the conference app, your association’s Slack or Circle app, and you’ll probably text or WhatsApp a lot.
  7. Conference hotels are pricey! Buy food & drink at a nearby convenience store if you’re going to want snacks or a bottle or box of wine outside of the usual meals and parties – but there are lots of those, so it’s not strictly necessary. Also, ordering delivery food or groceries is a lot cheaper than eating at the casino. While you’re at the convenience store or ordering online, grab some Epsom salts to soak your feet. You’ll be glad you did.
  8. Speaking of the hotel restaurants, the reservations book up very quickly. If you know you’ll want to eat out on a given night, go ahead and reserve as soon as you can.
  9. There are no coffee-makers in the rooms, and the line at the café winds through the casino. Bring a portable tea kettle or coffee-maker; this is ours. I wish I had an affiliate link because I recommend this thing to everyone.

  10. Carry small bills for tipping bartenders at the various happy hours, socials, parties and receptions. They work hard and many attendees don’t think to bring cash.
  11. Bring earplugs for sleeping and loud parties.
  12. All that said, don’t overpack. We’re only there for four days and you can re-wear some of your clothing. You don’t want to get stuck spending most of your final night re-packing your whole wardrobe. You’ll probably need less stuff than you think.
  13. Anchor is hosting a service on the final day where you can store your luggage, after checking out (rather than with the hotel concierge) — register here.

    (They’ve been amazing. Airport pickups on the first day, storing luggage on the last, a hospitality lounge, and loads of co-sponsored events with other apps and organizations. And incredibly nice people, too!)
  14. Dress code: BE YOURSELF. Many people are in sweats and jeans, others are in power-suits or dresses, and some of us love dressing up in-costume and wearing tiaras whenever we get the chance. Wear what makes you feel most like yourself.

Addendum: Halloween is October 31st! Many of us are bringing costumes, so if you’re inclined to do the same, you will not be alone.

Tip Four — TRAVEL CONSIDERATIONS

  1. Be sure to sign up for one of two airport pickup services generously sponsored and arranged by vendors; it was a lifesaver last year:
    – Forwardly, Fyle & FinOptimal airport pickup
    – Anchor airport pickup
  2. Related: plan for ample travel time while in Las Vegas, whether you’re on foot or in a vehicle. Use cabs instead of rideshares when you must take a vehicle, as they are prohibited from surge pricing. But keep in mind that the lines to grab a taxi outside each property can be long. Stick with over-street pedestrian bridges and monorails when possible.
  3. Once you’ve met a bunch of folks at the conference, consider coordinating to share a cab back to the airport when you depart.
  4. Check in early and skip the QBC lines. On Oct 27 from 12 PM-7 PM you can head to the Mariposa Registration Desk on Level 2. Remember to bring your ID.

Tip Five — NETWORKING

  1. Represent your tribe… for example, last year the Bookkeeping Buds wore our tiaras to show support when a member was competing in a QBO Tips & Tricks session. I also always bring my favorite Bookkeeping Buds bag and use it instead of the conference one (it not only is a nice talking point, but it also is easier to find if you leave it behind somewhere). Many folks love wearing t-shirts from their favorite apps – Kim Noh even has her own tee that has logos of her tech stack!

  2. Stay connected via Slack, WhatsApp, social media, and texts throughout the conference.
  3. Bring business cards – digital, paper, or a paper one with a QR code (or QR code stickers). I used HiHello for my first time last year, but there are loads of others out there. These days the vendors usually just scan your badge to get your info, but they do sometimes have raffles where you can drop an old-school card in an old-school fishbowl; I have a different set of b-cards I use for these with an email that routes to a different folder.
  4. Prepare your elevator pitch – who are you, what do you do, why are you here, what makes you different? What will I want to remember about meeting you?

Tip Six — TAKE CARE OF YOURSELF

  1. Sleep well the week and weekend leading up to the conference – the sessions start early, the parties go late, and there’s always something happening in the hotel bar.

  2. Put your badge on the inside of the doorknob when you get back to your room, so that you remember to grab it on your way out — a great tip I learned from Lynda Artesani. They are strict about not letting anyone in without it.
  3. If you’re getting groceries delivered or stopping by a 7-11 or Walgreens, consider picking up some epsom salts to soak your feet.
  4. It’s okay to skip the morning session if you were up late, or to take a nap during a mainstage or between events. Give yourself some grace.
  5. But be careful about how late you stay up and how much you drink. You don’t want to miss something valuable or feel sick just because you lost track of yourself. There’s a cool “bracelet trick” I learned years ago… put as many bracelets on your left wrist as drinks you’ll allow yourself. Move one bracelet to the right wrist with each adult bevvie. Once your left wrist is empty, cut yourself off. Another trick is to re-use the same glass each time you get another cocktail — filling it up with water between drinks. You have to finish the water before allowing yourself a refill. And this may go without saying, but make sure to eat a full meal to soak up all that fun.

  6. Consider arriving a day early or leaving a day late so you can see the sights in Las Vegas. If you haven’t been to Absinthe, Lost Spirits, a Cirque de Soleil show, the Fremont Street Experience and the downtown Vegas lights, or the Museum of Neon, I can highly recommend taking the extra time to make it happen. And it’s a great way to form a tighter bond with some of the new friends you met at the conference!

Tip Seven — SET YOURSELF UP FOR SUCCESS

  1. There are always seats up-front, even when a session looks full. Don’t be nervous about walking right up there, even if it’s a few minutes into the session. No one’s looking at you, and no one cares.

  2. That said, feel free to ditch a class if it’s not what you were hoping for or expected. There are other workshops that will be better worth your valuable time – or maybe it’s an opportunity to visit with vendors or network with colleagues.
  3. Take a photo of the Exhibit Hall map so you can easily zoom in/out and orient the phone so that you’re pointing the right direction.
  4. Take lots of notes – notebook, e-ink pad, tablet, laptop… however works best for you. (In fact, as a paper-note-taker, I plan to check out my friends’ Remarkables and Supernotes as one of my research goals for the conference.) Make one page a list of client-specific takeaways and one page a list of non-client actions you’ll perform when you get back to the office. Try to restrict that second list to only 2-3 things – it’s impossible to implement every shiny new idea you come across. Those will hang around in your head and you’ll get a chance to learn more at the next conference, by which point maybe you’ll have a new set of goals.
  5. It’s natural to be nervous, but you can do this! Even extroverts struggle with meeting new people sometimes. Move through that shyness or fear and lean into the fact that almost everyone here came alone; everyone had a first conference where they didn’t know anyone; and everyone is here to meet other people and develop their practices. We have so much in common… sit at a lunchtable where you don’t know anyone and introduce yourself. Ask why they’re here and what they’re enjoying most. Find out where they’re from and what their specialty is. Tell them your goals and ask if they have advice. Ask them what their tech stack is and share your struggles with your choices and vendors and all the things. We will never run out of topics to talk about with each other, because there is so much to learn in our industry. Plus, chances are that these are folks who are as passionate about what they do as you are, or they wouldn’t be here in the first place.

See you soon at QuickBooks Connect!

Education, Software, Tips

Expert Tips For Attending Scaling New Heights 2024

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Joe Woodard on the SNH 2023 Mainstage… with a camel who taught us how to respond to out-of-scope client requests.

Note: this article is a rewrite/update of an earlier one on the topic of QuickBooks Connect 2023.

One of my favorite books when I was a kid was “Hail, Hail, Camp Timberwood,” about a girl who goes to summer camp for her first time. She’s standing around, feeling (and probably looking) uncomfortable as all the return campers are running around, hugging each other, excited to be reunited. All of a sudden, someone runs up to her and gives her a big hug and says how happy she is to see her again. After a moment of total confusion, the girl leans in and says, “Don’t worry – we don’t actually know each other. I was just feeling left out and figured I’d join ‘em.” The two of them become fast friends and go off hugging others who looked out of place and letting them in on the joke. Before you know it, the entire place was full of everyone running around hugging each other and laughing.

While I can’t say this is likely to happen exactly like that at the upcoming Scaling New Heights conference in Orlando, I also wouldn’t be that surprised if it did. There will be heaps of people reuniting for the first time since last year (check out my video blog about those amazing takeaways as well as my recent article for Insightful Accountant). But there will also be loads of first-timers attending, who are nervous and out of their element. Find the other wallflowers and go up to them – tell them it seemed like maybe they didn’t know anyone there, either, and do they want to eat lunch together or go to a vendor booth or grab a drink? You’ll be delighted and surprised at how many of these folks you’ll stay in touch with through the years. Remember, progressive accountants and bookkeepers such as the kind you’ll find at SNH – especially those who go year after year – are excited you’re there, and they want to help make your experience better. Introduce yourself to someone who looks like they “belong” and say that you’re new, and not sure where to begin. I am sure they’ll point you in the right direction, take you under their wing, or introduce you to someone who might be a great conference buddy.

For today’s blog post, I’m going to be that conference buddy, and share with you my Expert Tips for Attending Scaling New Heights 2024.

The Dancing Accountant at the SNH 23 “Prom”

Tip One — PLAN AHEAD

  1. Attend a prep session webinar or podcast for individual insights. Kelly Gonsalves and I will be hosting a free one on “Insider Tips for Scaling New Heights” sponsored by Synder on Thursday, June 6th — you can watch the recording here.
  2. And Joe Woodard himself hosted one on Maximizing Your Experience at Scaling New Heights 2024 — catch the recording here, and they’ve kindly made the slides available for all attendees. Lots of great info on ’em — definitely worth the download.
  3. Plan ahead, make a schedule, but be comfortable diverging from it; that way you don’t waste time figuring out what to do in the moment, but you also don’t miss the organic opportunities that arise.
  4. Make a list of vendors you’d like to meet; they’re often very busy during open Exhibit Hall time; it might be helpful to set up a time with them to meet during a session when the Hall is less busy. Bring a list of questions you’d like to have answered. Narrow your scope… it’s impossible to visit everyone. Pick a few areas of interest, look into which vendors serve those areas, and focus on them.
  5. Connect on social media with others who will be attending, whether it’s in a Facebook group like Woodard Group of the Americas or QB Community Live, LinkedIn, or other platform, you can always use #SNH24 to find out who you already know that might be going. Engage and make plans ahead of time.
  6. Check with your sales reps and vendors for the tools you love best — whether you’re already using them or plan to implement this year — to see if they are hosting any customer dinners or get-togethers. Same with professional associations you might be considering joining, like Bookkeeping Buds, Realize, or Roundtable.


Tip Two — DOWNLOAD AND USE THE MOBILE APP

  1. The training schedule on the Woodard website does a nice job of giving you a visual to see which sessions are held concurrently, and which are 50-minutes versus 100 or 120-minutes. It also lists the course objectives for each session, below the description, which the app does not. However, you can only register for a session using the app or the mobile app — not via the main website’s training schedule. (The Scaling New Heights website agenda/ training schedule and the SNH app do not sync with each other.)
  2. If you still have the app on your phone from last year, it will work! You just have to click “JOIN” on the new conference. Otherwise, check out the slides below from Woodard for app instructions, as well as my friend Mariette Martinez’s how-to video for the mobile app.
  3. The conference app is also available as a web version, and from either the app or the web app, you can easily export each session to your own online calendar. Check out Mariette’s how-to video on the web version of the mobile app.
  4. It’s definitely helpful to the community if you register ahead-of-time for the classes that interest you (such as “The Tax-Ready Bookkeeper”, my session at 12 noon on Sunday, June 16th)! This is how they determine which rooms will be assigned for each one. If there’s a lot of interest in a particular topic, they’ll give it a bigger room, and that makes life easier for everyone.
  5. You can’t “like” or “favorite” any of the other sessions at the same time, as is the case with some apps… you can only “register”, and only for one per time slot. However, you can export as many sessions as you like from either the app or web version of the app to your calendar, which could be a workaround if you’re interested in more than one and want to track them all.
  6. The app won’t let you register if it’s full. But that doesn’t mean you shouldn’t try to attend anyway! Lines will form for the “sold-out” sessions, and they will let additional people in if there’s capacity, which there usually is – get there early to be near the front of the line. There is almost always extra room and I’ve rarely been turned away.
  7. If you click on the session, it will show you the description, as well as speaker info. If you click on the speaker, it will show their bio and all the sessions they’re teaching at the conference, as well as a link to their website. This is a great way to research which instructors you’d like to hear.


Tip Three — PACK WISELY AND COMFORTABLY

  1. Wear comfortable shoes – this is the largest Marriott in the world! It can easily be a mile from your room to the conference center. (Plus… dance parties! I’ll be participating in the Anchor Dance-Off in Booth #170.)
  2. Pack an extra collapsible duffle bag for swag if you’re into it – but remember… you can also say “no thank you”. It’s easy to get lost in the freebie frenzy, but do you really need another stress ball? That said, some of the stuff will be too good to pass up and you want to make sure you have room to carry it home.
  3. The breakout rooms are often FREEZING! Bring a wrap, poncho or sweatshirt.
  4. However, it’s also Orlando in June and there’s a pool, as well as a full waterpark with a lazy river and waterslides, included at no extra charge as part of the Scaling New Heights room cost. Pack your swimsuit!
  5. Bring a refillable water bottle (or reuse a plastic bottle) and/or coffee/tea mug; there will be dispensers, and also, the water in your hotel room is fine to drink.
  6. Bring battery packs and chargers – often the rooms are in a basement and your cell struggles and chews up your battery; plus you’ll want to be on the conference app, your association’s Slack, and you’ll probably text a lot.
  7. Conference hotels are pricey! Buy food & drink at a nearby convenience store if you’re going to want snacks or a bottle or box of wine outside of the usual meals and parties. Keep in mind that the Marriott is a Pepsi products hotel, so if you need your Coke, best buy some as well. The closest 7/11 is a mile away, so hit it up first-thing on the way from the airport so you get it all in one visit, or get a group of folks together to split the cost of a 6-seater Lyft XL. (While you’re there, pick up some epsom salts to soak your feet.)
  8. Ordering grocery or restaurant food delivery is often a lot cheaper than eating at the hotel restaurants. I’ve heard great things about Vacation Grocery Delivery in Orlando.
  9. Speaking of the hotel restaurants, the reservations book up very quickly. If you know you’ll want to eat out on a given night, go ahead and reserve as soon as you can.
  10. There are coffeemakers in the rooms, but only the kind that take those disposable pod-cup things. There is a Starbucks and a market but sometimes the lines are long. You may want to bring a portable tea kettle or coffeemaker; this is ours.
  11. Carry small bills for tipping bartenders at the various happy hours, socials, parties and receptions. They work hard and many attendees don’t think to bring cash.
  12. Bring earplugs for sleeping and loud parties.
  13. All that said, don’t overpack. We’re only there for four days and you can re-wear some of your clothing. You don’t want to get stuck spending most of your final night re-packing your whole wardrobe. You’ll probably need less stuff than you think.
  14. There’s usually a spot where you can store your luggage on the last day, after checking out (rather than with the hotel concierge).
  15. Dress code: BE YOURSELF. Many people are in sweats and jeans, others are in power-suits or dresses, and some of us love dressing up in-costume and wearing tiaras whenever we get the chance. Wear what makes you feel most like yourself.


Tip Four — TRAVEL CONSIDERATIONS

  1. Mears Transportation offers shuttle service from Orlando International Airport to the hotel for $16 per person, each way. Reserve in advance here. Given that taxi fare is about $55, the shuttle is usually the better way to go, especially with luggage.
  2. Included in the cost of rooms in the Scaling New Heights room block is daily scheduled shuttle service to all four Disney Parks & Disney Springs.
  3. Plan for ample travel time while in Orlando, whether you’re on foot or in a vehicle. The location is “just outside the entrance to Disney World” but each property is so massive that it often takes half-an-hour to get anywhere.
  4. Once you’ve met a bunch of folks at the conference, consider coordinating to share a cab back to the airport when you depart, if the shuttle service timing doesn’t work for you and you don’t have too much luggage.
  5. Check in early and skip the SNH check-in lines. On Sat, June 15 from 12 PM-6 PM and again on Sunday starting at 8 AM, you can head to the Registration Desk near the Cypress Ballroom. Remember to bring your ID.


Tip Five — NETWORKING

  1. Represent your tribe… for example, last year at QB Connect, the Bookkeeping Buds all wore tiaras for one of the sessions where a member was presenting. I also always bring my favorite Bookkeeping Buds bag and use it instead of the conference one (it not only is a nice talking point, but it also is easier to find if you leave it behind somewhere). Many folks love wearing t-shirts from their favorite apps – Kim Noh even has her own tee that has logos of her tech stack!
  2. Stay connected via Slack, social media, and texts throughout the conference. Often folks in your group will save a block of seats at the mainstage presentations, or will give a heads-up when a particular session is fabulous or misses the mark.
  3. Bring business cards – digital, paper, or a paper one with a QR code (or QR code stickers). I started using HiHello late last year and I printed out a QR code and taped it to my phone case, which makes it easy for folks to scan, but also a great way for someone to find me if I lose my phone. These days the vendors usually just scan your badge to get your info, but they do sometimes have raffles where you can drop an old-school card in an old-school fishbowl; I have a different set of b-cards I use for these with an email that routes to a different folder.
  4. Prepare your elevator pitch – who are you, what do you do, why are you here, what makes you different? What will I want to remember about meeting you?


Tip Six — TAKE CARE OF YOURSELF

  1. Sleep well the week leading up to the conference – the sessions start early, the parties go late, and there’s always something happening in the hotel bar.
  2. Put your badge on the inside of the doorknob when you get back to your room, so that you remember to grab it on your way out. They are strict about not letting anyone in without it.
  3. It’s okay to skip the morning session if you were up late, or to take a nap during a mainstage or between events. Give yourself some grace.
  4. But be careful about how late you stay up and how much you drink. You don’t want to miss something valuable or feel sick just because you lost track of yourself. There’s a cool “bracelet trick” I learned years ago… put as many bracelets on your left wrist as drinks you’ll allow yourself. Move one bracelet to the right wrist with each drink. Once your left wrist is empty, you cut yourself off. Another trick is to re-use the same glass each time you get another adult beverage — filling it up with water between drinks… you have to finish the water before allowing yourself a refill. And this may go without saying, but make sure to eat a full meal to soak up the bevvies.
  5. Consider arriving a day early or leaving a day late so you can see the sights or enjoy the hotel amenities. I find that every place I go has something to offer.


Tip Seven — SET YOURSELF UP FOR SUCCESS

  1. There is a “New Attendee Orientation” on Sunday, June 16 at 9 AM in the Crystal Ballroom, Room J. Usually they will place veteran conference-goers at each table to help guide rookies and answer questions. There is a “Practice Advancement Breakfast” afterwards in the Palms Ballroom Sabal Room. It requires an RSVP in the app, but is free of charge.
  2. There are always seats up-front, even when a session looks full. Don’t be nervous about walking right up there, even if it’s a few minutes into the session. No one’s looking at you, and no one cares.
  3. That said, feel free to ditch a class if it’s not what you were hoping for or expected. There are other workshops that will be better worth your valuable time – or maybe it’s an opportunity to visit with vendors or network with colleagues.
  4. Take a photo of the Exhibit Hall map so you can easily zoom in/out and orient the phone so you’re pointing the right direction.
  5. Take lots of notes – notebook, e-ink pad, tablet, laptop… however works best for you. (In fact, as a paper-note-taker, I plan to check out my friends’ Remarkables and Supernotes as one of my research goals for the conference.)
  6. In that notebook, keep one page aside for notes that are about client-specific problems that you will solve when you get back home; and another for non-client-specific items you will address. Try to restrict that second list to only 2-3 things – it’s impossible to implement every shiny new idea you come across. Those will hang around in your head and you’ll get a chance to learn more at the next conference, by which point maybe you’ll have a new set of goals.
  7. Don’t miss Nicole Davis‘ keynote on Wednesday, June 19th (aka Juneteenth) at 9 am! She is a beautiful human being and I cannot wait to find out what she has to share with us.
  8. It’s natural to be nervous, but you can do this! Even extroverts struggle with meeting new people sometimes. Move through that shyness or fear and lean into the fact that almost everyone here came alone; everyone had a first conference where they didn’t know anyone; and everyone is here to meet other people and develop their practices. We have so much in common… sit at a lunch-table where you don’t know anyone and introduce yourself. Ask why they’re here and what they’re enjoying most. Find out where they’re from and what their specialty is. Tell them your goals and ask if they have advice. Ask them what their tech stack is and share your struggles with your choices and vendors and all the things. We will never run out of topics to talk about with each other, because there is so much to learn in our industry. Plus, chances are that these are folks who are as passionate about what they do as you are, or they wouldn’t be here in the first place.

Now, if this was helpful, your next steps are to: go fetch those slides from Woodard — download the app and register for my session “The Tax-Ready Bookkeeper” 😁 — join us for Insider Tips on June 6th — read my most recent article for Insightful Accountant — and watch my takeaways from last year’s SNH.

See you soon at Scaling New Heights!

If this or any other posts on the website were useful to you, and your financial situation permits it, please consider contributing to my tip jar. Ths allows me to continue to provide free accounting resources to small businesses who do not have the funds available to hire a CPA.

Education, IRS, Tips

Deciding Which Entity Structure is Best

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(c) NATP

If you’re a regular reader, you already know that I’m a huge fan of the National Association of Tax Professionals (NATP), for a bunch of reasons:

  • Fabulous and affordable education with top-notch instructors
  • Straightforward “how-to” resources
  • Practical monthly newsletter with case-studies
  • On-demand “pay as you go” research service
  • And a very fun group of folks at the annual conference!
    (That last one’s a teaser for the final photo in this post.)

I’m especially indebted to NATP because when I first started doing taxes, I wasn’t a CPA yet — and spoiler alert: they don’t really teach you that much about tax preparation when studying for your CPA exams; in fact, three-quarters of the test aren’t related to taxes at all. In those early days, NATP education was the best-quality, most affordable that I could find without being a member of AICPA. (And I tried *all* the groups out, to be clear.)

Anyway, point here is that not only do you not have to be a CPA or EA to take and benefit from their classes — in fact, you don’t even have to be a tax preparer. I am a passionate proponent of teaching bookkeepers what they need to know about taxes to be better at their jobs, coordinate and communicate effectively with their clients’ tax preparers, and level-up by providing value-added advisory services to their clients.

To that end, here’s an upcoming NATP webinar that I suspect will be pretty dang useful for anyone doing client accounting work — bookkeeping, tax, advisory, CAS, and so on. You don’t even have to be a member to attend.

I get a lot of questions and see a great deal of misinformation out there about entity choice… here’s an opportunity to learn more about how to help your clients decide which entity structure is the best choice for them.

(Note: this is *not* a referral link — I’m just really excited about this education getting out there into the world. The presenter, Larry Pon, is a great guy and super-knowledgeable about all the ins-and-outs of this topic.)

From NATP:

Proficient knowledge in selecting the optimal entity structure is vital as it directly shapes a business’s tax outcomes. Strategic choices can enhance deductions, reduce liabilities and ensure regulatory compliance, contributing significantly to a business’s financial well-being and long-term success.

We know you want the best for your clients, so we want to arm you with the knowledge to do so.

As clients start new businesses, one of the major decisions to make is what entity type is best for them? Limited liability companies are by far the most commonly selected type, but did you know, the IRS doesn’t recognize LLCs as an official entity? LLCs can default to a disregarded entity or a partnership depending on the number of members they have, or they can select S or C corporation status.

Our upcoming webinar, Deciding Which Entity Structure is Best, will teach you how to:

  • List the different entity options
  • Identify the default entity options for LLCs
  • Summarize the pros and cons of the different entity options

Wednesday, Feb. 21, 2:00 p.m. CT
Thursday, Feb. 22, 10:00 a.m. CT
Pre-order the on-demand version
Register here.

Yes, it is open to non-members! The price varies from $0 to $48 depending on membership status.

And now, the promised photo from my teaser, above — one of many crazy pics at the 2019 NATP National Tax Conference in Chicago.

Yep, that’s me! They don’t call me The Dancing Accountant for being a wallflower, that’s for sure.

Education, QuickBooks Software, Tips

Expert Tips For Attending QuickBooks Connect 2023

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One of my favorite books when I was a kid was “Hail, Hail, Camp Timberwood,” about a girl who goes to summer camp for her first time. She’s standing around, feeling (and probably looking) uncomfortable as all the return campers are running around, hugging each other, excited to be reunited. All of a sudden, someone runs up to her and gives her a big hug and says how happy she is to see her again. After a moment of total confusion, the girl leans in and says, “Don’t worry – we don’t actually know each other. I was just feeling left out and figured I’d join ‘em.” The two of them become fast friends and go off hugging others who looked out of place and letting them in on the joke. Before you know it, the entire place was full of everyone running around hugging each other and laughing.

While I can’t say this is likely to happen exactly like that at the upcoming QuickBooks Connect conference in Las Vegas, I also wouldn’t be that surprised if it did. There will be heaps of people reuniting for the first time since last year, or at least since Scaling New Heights (check out my recent video blog about those amazing takeaways, which includes some bonus QBC suggestions). But there will also be loads of first-timers attending, who are nervous and out of their element. Find the other wallflowers and go up to them – tell them it seemed like maybe they didn’t know anyone there, either, and do they want to eat lunch together or go to a vendor booth or grab a drink? You’ll be delighted and surprised at how many of these folks you’ll stay in touch with through the years. Remember, progressive accountants and bookkeepers such as the kind you’ll find at QBC – especially those who go year after year – are excited you’re there, and they want to help make your experience better. Introduce yourself to someone who looks like they “belong” and say that you’re new, and not sure where to begin. I am sure they’ll point you in the right direction, take you under their wing, or introduce you to someone who might be a great conference buddy.

For today’s blog post, I’m going to be that conference buddy, and share with you my Expert Tips for Attending QuickBooks Connect 2023.


Tip One — PLAN AHEAD

  1. Attend a prep session webinar or podcast for individual insights. There are so many great recordings already out there: Check out the ones from The Unofficial QBC FB Group, Bookkeeping Buds, Forwardly and Uncat & Method, just to name a few. Kelly Gonsalves is hosting a star-studded one with Insightful Accountant – sign up here. Every registered participant will get a recording to watch on the way to Vegas!
  2. Plan ahead, make a schedule, but be comfortable diverging from it; that way you don’t waste time figuring out what to do in the moment, but you also don’t miss the organic opportunities that arise.
  3. Make a list of vendors you’d like to meet; they’re often very busy during open Exhibit Hall time; it might be helpful to set up a time with them to meet during a session when the Hall is less busy. Bring a list of questions you’d like to have answered. Narrow your scope… it’s impossible to visit everyone. Pick a few areas of interest, look into which vendors serve those areas, and focus on them.
  4. Connect on social media with others who will be attending, whether it’s in a Facebook group like The Unofficial QuickBooks Connect Conference Group (where many of us shared short videos of what we’re looking forward to at QBC this year), LinkedIn, or other platform, you can always use #QBC2023 or #QBConnect to find out who you already know that might be going. Engage and make plans ahead of time.
  5. Register for parties that aren’t already in the QBC app!

Tip Two — DOWNLOAD AND USE THE MOBILE APP

  1. When you log into the QB Connect website, and once you’ve downloaded and signed into the conference app, you can select sessions ahead of time in the app or on the website; they sync with each other.
  2. If you click on the session, it will show you speaker info. If you click on the speaker it will show their bio and all the sessions they’re teaching.
  3. You can “register” for only one per timeslot, but you can “favorite” many, which is great if a session turns out not to be your cup of tea and you want to bail for another, or if you’re somewhat undecided.
  4. Lines will form for the “sold-out” sessions, and they will let additional people in if there’s capacity, which there usually is –  get there early to be near the front of the line.

Tip Three — PACK WISELY AND COMFORTABLY

  1. Wear comfortable shoes – there’s a lot of walking, even though it’s a confined space. (Plus, dance parties!)
  2. Pack an extra collapsible duffle bag for swag if you’re into it – but remember… you can also say “no thank you”. It’s easy to get lost in the freebie frenzy, but do you really need another stress ball?
  3. The breakout rooms are often FREEZING! Bring a wrap or sweatshirt. Also, Vegas is in the desert… it’s chilly this time of year.
  4. Bring a refillable water bottle (or reuse a plastic bottle) and/or coffee/tea mug; there will be dispensers, and also, the water in your hotel room is fine to drink. Pro tip: the gym is 24/7 and has great filtered water.
  5. Bring battery packs and chargers – often the rooms are in a basement and your cell struggles and chews up your battery; plus you’ll want to be on the conference app, your association’s slack, and you’ll probably text a lot.
  6. The hotels are pricey! Buy food & drink at a nearby convenience store if you’re going to want snacks or a bottle or box of wine outside of the usual meals and parties – but there are lots of those, so it’s not strictly necessary. Also, ordering delivery food is a lot cheaper than eating at the casino.
  7. There are no coffee-makers in the rooms, and the line at the café winds through the casino. Bring a portable tea kettle or coffee-maker; this is ours.
  8. Carry small bills for tipping bartenders at the various happy hours, socials, parties and receptions. They work hard and many attendees don’t think to bring cash.
  9. Bring earplugs for sleeping and loud parties.
  10. All that said, don’t overpack. We’re only there for four days and you can re-wear some of your clothing. You don’t want to get stuck spending most of your final night re-packing your whole wardrobe. You’ll probably need less stuff than you think.
  11. There’s usually a spot at QBC where you can store your luggage on the last day, after checking out (rather than with the hotel concierge).
  12. Dress code: BE YOURSELF. Many people are in sweats and jeans, others are in power-suits or dresses, and some of us love dressing up in-costume and wearing tiaras whenever we get the chance. Wear what makes you feel most like yourself.

Tip Four — TRAVEL CONSIDERATIONS

  1. Sign up for the Forwardly/Fyle Shuttle from the airport to Aria on Nov 12 & 13 — The whole city has been torn apart in preparation for the Formula 1 Las Vegas Grand Prix and rideshare surge prices are already insane.
  2. Related: plan for ample travel time while in Las Vegas, whether you’re on foot or in a vehicle. Use cabs instead of rideshares when you must take a vehicle, as they are prohibited from surge pricing. Stick with over-street pedestrian bridges and monorails when possible.
  3. Once you’ve met a bunch of folks at the conference, consider coordinating to share a cab back to the airport when you depart.
  4. Check in early and skip the QBC lines. On Nov 12 from 12 PM-7 PM you can head to the Mariposa Registration Desk on Level 2, and you’ll be automatically entered for a chance to win a meet-and-greet with Ryan Reynolds! Remember to bring your ID.

Tip Five — NETWORKING

  1. Represent your tribe… for example, the Bookkeeping Buds are going to wear our tiaras for one of the sessions where a member is presenting. I also always bring my favorite Bookkeeping Buds bag and use it instead of the conference one (it not only is a nice talking point, but it also is easier to find if you leave it behind somewhere). Many folks love wearing t-shirts from their favorite apps – Kim Noh even has her own tee that has logos of her tech stack!
  2. Stay connected via Slack, social media, and texts throughout the conference.
  3. Bring business cards – digital, paper, or a paper one with a QR code (or QR code stickers). I’m using HiHello for my first time this year, but there are loads of others out there. These days the vendors usually just scan your badge to get your info, but they do sometimes have raffles where you can drop an old-school card in an old-school fishbowl; I have a different set of b-cards I use for these with an email that routes to a different folder.
  4. Prepare your elevator pitch – who are you, what do you do, why are you here, what makes you different? What will I want to remember about meeting you?

Tip Six — TAKE CARE OF YOURSELF

  1. Sleep well the week and weekend leading up to the conference – the sessions start early, the parties go late, and there’s always something happening in the hotel bar.
  2. Put your badge on the inside of the doorknob when you get back to your room, so that you remember to grab it on your way out. They are strict about not letting anyone in without it.
  3. It’s okay to skip the morning session if you were up late, or to take a nap during a mainstage or between events. Give yourself some grace.
  4. But be careful about how late you stay up and how much you drink. You don’t want to miss something valuable or feel sick just because you lost track of yourself. Bracelet trick.
  5. Consider arriving a day early or leaving a day late so you can see the sights in Las Vegas. That’s harder this year because of the Formula 1 race coming up, but if you haven’t been to Absinthe, Lost Spirits, a Cirque de Soleil show, the Fremont Street Experience and the downtown Vegas lights, or the Museum of Neon, I can highly recommend taking the extra time to make it happen.

Tip Seven — SET YOURSELF UP FOR SUCCESS

  1. There are always seats up-front, even when a session looks full. Don’t be nervous about walking right up there, even if it’s a few minutes into the session. No one’s looking at you, and no one cares.
  2. That said, feel free to ditch a class if it’s not what you were hoping for or expected. There are other workshops that will be better worth your valuable time – or maybe it’s an opportunity to visit with vendors or network with colleagues.
  3. Take lots of notes – notebook, e-ink pad, tablet, laptop… however works best for you. Make one page a list of client-specific takeaways and one page a list of actions you’ll perform when you get back to the office. (In fact, as a paper-note-taker, I plan to check out my friends’ Remarkables and Supernotes as one of my research goals for the conference.)
  4. In that notebook, keep one page aside for notes that are about client-specific problems that you will solve when you get back home; and another for non-client-specific items you will address. Try to restrict that second list to only 2-3 things – it’s impossible to implement every shiny new idea you come across. Those will hang around in your head and you’ll get a chance to learn more at the next conference, by which point maybe you’ll have a new set of goals.
  5. Supposedly they are giving out free headshots at the Intuit booth, but I’m not sure where the info is on that.
  6. It’s natural to be nervous, but you can do this! Even extroverts struggle with meeting new people sometimes. Move through that shyness or fear and lean into the fact that almost everyone here came alone; everyone had a first conference where they didn’t know anyone; and everyone is here to meet other people and develop their practices. We have so much in common… sit at a lunchtable where you don’t know anyone and introduce yourself. Ask why they’re here and what they’re enjoying most. Find out where they’re from and what their specialty is. Tell them your goals and ask if they have advice. Ask them what their tech stack is and share your struggles with your choices and vendors and all the things. We will never run out of topics to talk about with each other, because there is so much to learn in our industry. Plus, chances are that these are folks who are as passionate about what they do as you are, or they wouldn’t be here in the first place.

See you next week at QuickBooks Connect!

If this or any other posts on the website were useful to you, and your financial situation permits it, please consider contributing to my tip jar. Ths allows me to continue to provide free accounting resources to small businesses who do not have the funds available to hire a CPA.

Education

Conference Alert: The Unique CPA “Bridging The Gap”, Aug 29-30, 2023

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I’ve been a fan of Randy Crabtree’s Unique CPA podcast for a while, and though we’ve run across each other at accounting technology conferences here and there, I had no idea that he was so committed to our industry as to hold an entire in-person event for us! The upcoming “Bridging The Gap” conference will be held right near Chicago’s O’Hare International Airport, and promises two full days of education and networking (plus an optional pre-conference).

Especially exciting is the lineup of sessions by some of my favorite speakers, including Dawn Brolin, Nayo Carter-Gray, David Leary, Kellie Parks, Blake Oliver, John Garrett, Paul Hamann, and Gaynor Hardy-Meilke. (I’m sure the other presenters are delightful as well, but this tried-and-true list is GOLD, in my opinion.) Check out the agenda here.

Randy’s conference has been virtual the past two years, and this is the first time it’s being held in-person. The focus is on bringing a fresh focus to work-life balance and how it relates to making us better professionals and people. The emphasis on physical and mental health truly makes this a unique conference in the accounting world. I think this was the claim that got me to click the sign-up button:

And even better… you can use code BTG23RTDISC for $150 off the In-Person Conference ticket!

Just to be clear — I’m not being paid to promote this conference… any of our regular readers already knows that I’m passionate about education and community. Realizing that there’s yet one more opportunity to find both at this under-promoted conference motivated me to share — to make sure that my colleagues know not to miss it. Register here and join me August 29-30. Leave a note in the comments if you’ll be there and we’ll try to connect!

If this or any other posts on the website were useful to you, and your financial situation permits it, please consider contributing to my tip jar. Ths allows me to continue to provide free accounting resources to small businesses who do not have the funds available to hire a CPA.

Cooperatives, Education, Site News

The Dancing Accountant Offers Webinar On Accounting For Cooperatives

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I’m very proud to again be partnering with the National Society of Accountants for Cooperatives (NSAC) to offer an entertaining and educational upcoming webinar, “Hippie Co-ops? Expanding Your Co-op Expertise to Other Cooperative Niches“, on Tuesday, February 21, 2023, at 2 PM ET/1 PM CT/ 12 PM MT/ 11 AM PT.

The focus of this webinar is to teach existing accountants who are already familiar with co-op accounting about the similarities and differences between the types of clients they already work with, and contrast them against a few other co-op types that are becoming more popular.

Consumer, Housing, and Worker Co-ops have been around for a long time and are experiencing a surge in popularity, but many experienced cooperative accountants know little about them. By introducing NSAC members and other accountants to unfamiliar cooperative structures, they can leverage their existing expertise in areas common to all co-ops, and build on that knowledge. We will explore these three co-op types and learn to recognize what they have in common with other co-ops, as well as explain the differences. Our goal is to help identify and create additional business opportunities for cooperative accountants to expand their scope and offerings.

The learning objectives will be:
1) Identify distinguishing characteristics of consumer, housing and worker co-ops.
2) Recognize the unique benefits and challenges of each type, as well as common industries.
3) Explore additional resources and next steps to expand scope and offerings to potential clients.

Normally the cost is $56 for the one-hour session for non-NSAC members, but they have been generous enough to allow me to offer a code to blog readers to attend at no charge. Simply visit:
https://nsacoop.memberclicks.net/022123
and enter the code $DAVIP2023$ to attend at no cost.

Hope to see you there!

If this or any other posts on the website were useful to you, and your financial situation permits it, please consider contributing to my tip jar. Ths allows me to continue to provide free accounting resources to small businesses who do not have the funds available to hire a CPA.

Education, IRS, Tips

FREE CPE/CE Webinar: §199A and Reasonable Compensation – Jan 12 & Feb 2, 2023

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Presented by Thomas Gorczynski
Partner/CEO/President
Gorczynski & Associates, LLC

One of my favorite presenters — Tom Gorczynski — is giving a free webinar in conjunction with RCReports (one of my favorite apps), and CPA Academy (one of my favorite education platforms) this Thursday, January 12 (to repeat on Thursday, February 2), on Section 199A and how it interacts with Reasonable Compensation requirements.

The course description from CPA Academy: 

§199A is a key tax deduction available to pass-through entities through tax year 2025. Reasonable compensation determinations have a substantial impact on a taxpayer’s potential §199A deduction and are an important part of tax planning. This course will describe how reasonable compensation intersects with §199A and tax planning with examples.

Learning Objectives

  • Name factors impacting S corporation’s reasonable compensation determinations
  • Describe the effects on §199A of paying less than the reasonable compensation amount
  • Identify the effects on §199A of paying more than the reasonable compensation amount

FREE – 1.0 hour CPE / 1 CE
Field of Study: Taxes

About The Speaker

Thomas A. Gorczynski, EA, USTCP is a nationally recognized speaker and educator on federal tax law matters. He is editor-in-chief of EA Journal, author of the Tom Talks Taxes newsletter, co-author of the PassKey Learning Systems EA Review Series, and co-owner of Compass Tax Educators.

It’s an extremely important topic, and one of the best presenters out there — and it’s free! (No, I’m not being paid to promote this; I simply want to make sure my readers don’t miss out on a golden opportunity.) If you struggle with entity choice calculations due to Section 199A, or if you are unsure how to calculate Reasonable Compensation, you should take this opportunity to learn more.

If this or any other posts on the website were useful to you, and your financial situation permits it, please consider contributing to my tip jar. Ths allows me to continue to provide free accounting resources to small businesses who do not have the funds available to hire a CPA.

Education, Illinois, Tips

How To Raise Capital For Your Small Business Start-Up — FREE Webinar 8/10/22

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This excellent series of free webinars designed to help small business owners succeed in a challenging world — offered by the Chicago Department of Business Affairs and Consumer Protection (BACP) — is back with a can’t-miss Business Education Workshop Webinar on Wednesday, August 10th at 3 pm Central. All their webinars are free and open to the public, and many are offered online, which means that anyone can attend — they’re not restricted to Chicago small business owners.

I wanted to highlight this upcoming session in particular; it’s part of the SCORE Chicago Funding Webinar Series. In case you’re unfamiliar with SCORE (the Service Corps Of Retired Executives), it’s an amazing resource funded in part by the U.S. Small Business Administration, offering education, mentorship, and tools to help people start, develop, and grow businesses. The Chicago Chapter is particularly robust and offers many opportunities for training, as well as a free suite of templates — such as business planning and financial projections.

Both SCORE and BACP offer many sessions on raising capital, which you can watch on the Chicago BACP YouTube Channel, or SCORE’s Online Webinar Library.

This webinar should be of special interest to our readers, as it’s an interview with two small business owners who will walk through the experience that they had working with SCORE to access capital through different methods of financing, in different rounds throughout the stages of their business growth. For me, hearing “how we did it” from other small business owners is not only educational, but inspiring, and I hope this upcoming webinar will offer you both angles.

Wednesday, 8/10 Webinar at 3:00 PM
How We Did It: Raising Capital for Your Business
Presented by Score Chicago
(Part of a Score Chicago Funding Webinar Series)

In this webinar, you will learn how two Chicago entrepreneurs, former SCORE Chicago clients, and founders of Tiesta Tea Dan Klein and Patrick Tannous raised 4 rounds of financing totaling over $8 million. Tiesta Tea has also used many different methods of funding including friends/family, factoring, purchase order (PO) financing, SBA loans, Angel Investors, and VC funding. Dan and Patrick will share their experiences raising capital during the different growth stages of their business.

Tiesta Tea is a company that used SCORE Chicago to get started in 2010. Dan and Patrick know first-hand how important mentorship is for aspiring entrepreneurs and established businesses seeking mentoring from SCORE to accelerate the growth and success of their businesses. The founders, Dan Klein and Patrick Tannous, started with nothing but an idea to sell tea, and fast-forward 10 years, they have sold over $54MM of their product. They sell their teas in thousands of retail stores, including Walmart, Jewel, Mariano’s, Amazon, Costco and many more.

Register for the 8/10 Webinar

Please email BACPoutreach@cityofchicago.org with any webinar questions.

Visit BACP’s YouTube for all webinars.

BACP Entrepreneur Certificate Program

The Chicago Department of Business Affairs & Consumer Protection (BACP) Entrepreneur Certificate Program is a free and optional program available to attendees of the free BACP business education workshop and webinar series.

For program details (enrollment, requirements, contact information, etc.) and to enroll go to Entrepreneur Certificate Program.

If this or any other posts on the website were useful to you, and your financial situation permits it, please consider contributing to my tip jar. Ths allows me to continue to provide free accounting resources to small businesses who do not have the funds available to hire a CPA.

Cooperatives, Education

Dec 7 Webinar: Common Fraud Schemes Facing Small Businesses

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Event Image

Just wanted to share an upcoming webinar I’ll be attending — it’s free to NSAC members and $56 for non-members.

With the pandemic challenging traditional business processes and procedures, companies and their management are having to adapt to more electronic processes and different forms of communication. Fraudsters are mirroring these adaptations with ways of getting business information and how they execute their fraud schemes. We’ll discuss the most relevant fraud schemes affecting small businesses in this new business environment.

Presenter and Moderator Bios

Jessica Yohe, CPA, CFE, Bauknight Pietras & Stormer
Jessica is an audit supervisor at Bauknight Pietras and Stormer, P.A. (“BPS”) where she provides leadership to the teams she works with and maintains strong client communications. Jessica serves clients across multiple industries including telecommunications, manufacturing, distribution, property and casualty insurance, and fraud/forensic engagements. During her time at BPS, Jessica has taught continuing education seminars on topics such as Fraud Considerations for Auditors, Audit Considerations for Investments, and Audit Considerations in the Wake of COVID19.

Bill Erlenbush, CPA, NSAC Director of Education
Bill Erlenbush spent his entire career working in cooperative accounting at GROWMARK. His work experience includes all aspects of order control and billing, accounts receivable/payable, financial accounting, and tax. As compliance officer, he had responsibility for the administration of the compliance and ethics program at GROWMARK and its subsidiaries and retail divisions. In addition, he was been involved in negotiating major acquisitions for GROWMARK. His educational background includes a Bachelor of Science degree in Accountancy from the University of Illinois and an MBA from Illinois State University. He is a Certified Public Accountant. Bill is an active member in many industry, professional, and community organizations. He is past president of the Mclean County United Way Board of Directors as well as the past president of the Heartland Community College Foundation Board of Directors.

Cost
Free for NSAC Members / $56.00 for Non-Members

Register here — Common Fraud Schemes Facing Small Businesses Today – NSAC Cooperative Learning Network (nsacoop.org)

If this or any other posts on the website were useful to you, and your financial situation permits it, please consider contributing to my tip jar. Ths allows me to continue to provide free accounting resources to small businesses who do not have the funds available to hire a CPA.

Cooperatives, COVID-19 Financial Relief, Education

Covid-19 Relief Program Updates and Q&A Webinar

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COVID Relief Program Updates and Q&A – Wegner CPAs

My excellent colleagues over at Wegner CPAs are providing yet another free webinar on the remaining Covid-19 relief programs for small business owners.

Do you still have questions about the COVID relief programs? Join us for an overview of what’s available and learn about any updates to the:

  • Paycheck Protection Program
  • Employee Retention Credit
  • Economic Injury Disaster Loan Advance Program
  • Shuttered Venue Operators Grant
  • Restaurant Revitalization Fund Program

Please indicate questions you have about these programs during registration so they can be addressed in the presentation. Time will also be available for live Q&A.

Presented by:

Kate Serpe, CPA, Senior Manager, joined Wegner CPAs as an intern in 2010 and was hired full-time as part of the Accounting Solutions Group in 2011. Kate has experience providing controllership and CFO services to cooperatives and not for profit organizations and specializes in board presentations and assisting clients with strategic planning.

Dan Bergs, CPA, Senior Manager, joined Wegner CPAs as an intern in 2008 and started full-time after graduation in 2010. He specializes in working individual and business clients providing them with a variety of tax and accounting services.

If this or any other posts on the website were useful to you, and your financial situation permits it, please consider contributing to my tip jar. Ths allows me to continue to provide free accounting resources to small businesses who do not have the funds available to hire a CPA.