Join us in Edmonton and be inspired.

Get Connected - where insight meets action

May 27, 2019

 

 

QuickBooks Get Connected will bring like-minded accountants and industry experts together for one day of thought leadership, networking and practical advice that will give you a competitive edge. Move to the cloud, market your practice and stand out – with QuickBooks.

 

 

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Availibility is limited

2019 Agenda preview

Network, interact and learn

7:30 AM Registration, breakfast & networking
9 AM Main Stage keynote
10 AM Break, exhibits, networking
11 AM Breakout sessions 1

Key apps for optimizing your Practice

Speaker: Tanis Young

If you're new to the apps ecosystem and aren't sure where to begin, this session is for you. In this session, you will be guided through a collection of apps to consider implementing within your practice. After you become a pro with these apps, you'll be ready to implement them for your clients and have the confidence to evaluate other apps for you and your clients.

What's New in QuickBooks Online and QuickBooks Online Accountant

Speaker: Marnie Stretch

In this session, we will demonstrate 5 of the hottest feature enchancements added to QuickBooks Online/QuickBooks Online Accountant in the past year. There may even be a couple of bonus features!

Implementing Cloud Applications for a CPA Firm

Speaker: Jason Hastie Panelists: TBD

In this panel discussion, CPA firms will illustrate how cloud applications are improving workflows in CPA practices and show how their clients are benefiting. They will also share their roadmap for moving CPA firms into the cloud.

12 PM Lunch, exhibits, networking
1 PM Breakout sessions 2

Productivity Tips for QBO & QBOA

Speaker: Tanis Young

Ever wonder if there's a more efficient way to enter a transaction or manage a rare scenario in QuickBooks Online or QuickBooks Online Accountant? In this session, you will learn about several QBO productivity tips and tools within QBOA to help you manage your practice.

Filing T2s with Pro Tax and ProFile

Speaker: Jason Hastie

It's time to dust off your T2 knowledge because the filing deadline is upon us! in this session, you will learn how to file the most common T2 scenarios using Pro Tax, supplemented by a few scenarios in ProFile. This is also an opportunity to hear about CRA changes that'll impact your T2 filings, and learn where to find helpful training resources for filing taxes using Pro Tax and ProFile.

Exploring Advisory Services Within Your Firm

Speaker: Marnie Stretch

Are you wondering how to become a trusted advisor by offering advisory services to your clients? What does a conversation with a client really look like when you're pitching your advisory services? Join us for this session to see how it's done!

2 PM Break, exhibits, networking
2:15 PM Breakout sessions 3

What's New in QuickBooks Online and QuickBooks Online Accountant

Speaker: Marnie Stretch

In this session, we will demonstrate 5 of the hottest feature enchancements added to QuickBooks Online/QuickBooks Online Accountant in the past year. There may even be a couple of bonus features!

Productivity Tips for QBO & QBOA

Speaker: Tanis Young

Ever wonder if there's a more efficient way to enter a transaction or manage a rare scenario in QuickBooks Online or QuickBooks Online Accountant? In this session, you will learn about several QBO productivity tips and tools within QBOA to help you manage your practice.

Best Practices for Converting and Onboarding QBO Clients

Speaker: Jeannine Mallett

You're ready to grow your QuickBooks Online practice, but how? This session includes an actionable plan for having cloud conversations with the right prospects, converting data, onboarding clients and securing resources for successful migration.

3:15 PM Break, exhibits, networking
4:00 PM Main Stage closing keynote: Details coming soon!
5 PM Reception in exhibit hall
6 PM Celebration event: Details coming soon!

2019 Location

Edmonton Expo Centre
7515 118 Ave NW, Edmonton, AB T5B 0J2

2019 Speakers



Jeff Cates

President - Intuit Canada

Jeff Cates

President - Intuit Canada

Jeff Cates is the President and CEO of Intuit Canada, a software development company that produces premier brands such as TurboTax, QuickBooks and ProFile. Under Jeff's leadership, Intuit Canada has risen to become one of the top places to work in Canada, as ranked by the Great Place to Work Institute. He is responsible for helping the company become recognized as the nation's undisputed financial solutions leader in every market it serves, by leading a team of more than 400 employees dedicated to simplifying the business of life.Cates joined Intuit in 2011, with a background that includes innovative marketing, partner management and entrepreneurship. Previously, Cates worked at Apple Canada leading their commercial business, and Hewlett Packard as vice president of their consumer division. He earned an MBA from the Schulich School of Business at York University and a bachelor of commerce degree from McMaster University.



Tanis Young

Owner - Maven Bookkeeping Inc

Tanis Young

Owner - Maven Bookkeeping Inc

Tanis Young is the founder of Maven Bookkeeping Inc located in Okotoks, AB where she journeys alongside her clients to bring life to their finances. Her credentials include Certified Professional Bookkeeper (CPB), Certified Financial Planner (CFP) and Pro Advisor for both QuickBooks Desktop and QuickBooks Online.

Tanis has a passion for education, proudly wearing the “trainer” hat for Quickbooks Online and coaches accountants, bookkeepers and small business owners across the country on the power of clouding accounting.

Work / life balance is of top priority so if she’s not in her tourquoise office, Tanis can be found on her road bike, hiking in the mountains or walking her fur-baby Skoki.



Scott Zandbergen

ProAdvisor Community Advocate

Scott Zandbergen

ProAdvisor Community Advocate

Scott Zandbergen is a 20-year veteran of the accounting software industry. He is now head of product for QuickBooks in Canada and represents the “voice of accountants and bookkeepers” on the Canadian senior leadership team. While his experience has spanned across various organizations, Scott has always remained dedicated to accountants and bookkeepers, leveraging his knowledge of accounting technology as well as the small business market to empower these professionals. Scott lives in Georgetown, along with his wife and their two daughters.



Marnie Stretch

Owner - Accounting Loft

Marnie Stretch

Owner - Accounting Loft

Marnie is an Advanced Certified ProAdvisor, TWN member, and all-around QuickBooks geek. She collaborated on the desktop to QBO conversion guide, and Intuit has her on speed dial for product feedback and input. Students and customerslove Marnie's energetic teaching style, impressive QuickBooks knowledge, and modern approach to bookkeeping.



Jason Hastie

Founder & CEO - TenjaGo

Jason Hastie

Founder & CEO - TenjaGo

Musician, Author, Chartered Accountant, world traveller, technology nerd, husband, and proud dad to two beautiful girls ... you could say Jason Hastie is one busy guy. If you'd ask Jason, he'd just say he's somewhat "unfocused" but all that know him understand that he is a serial entrepreneur at heart who is driven by passion, discipline, and adventure.

Jason grew up near Birsay, a small farming town of 68 people in Saskatchewan, Canada. Jason attended the University of Saskatchewan where he completed both his Bachelor of Commerce and Master of Professional Accounting degrees. He then obtained his Chartered Accountant designation and moved to Calgary in September 2002. After moving to Calgary, Jason decided to pursue another passion of his and he 'hit the stage' so to speak. Currently, Jason and his band have three Top50 hits on Canadian country radio and have had appeared on Entertainment Tonight, CMT, and Canada AM.

Jason has also remained doing small business accounting for over 15 years. When he recently saw an opportunity to combine his love of technology with helping small businesses on a large scale, he jumped at it and started TenjaGo. Today, TenjaGo is helping businesses across Canada simplify their accounting while learning how the right financial information can help them grow to levels they've never dreamed.

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