Join us in Vancouver and be inspired.

Get Connected - where insight meets action

May 14, 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: Helina Patience

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: Lisa Channell-Wanless

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: James Young Panelists: Bob Wang, Melanie Schroeder, Martha Banner

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: Bob Wang

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: Lisa Channell-Wanless

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: Christian Madarasz

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

The Nest at UBC
6133 University Blvd., Vancouver, BC V6T 1Z1

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.



Helina Patience

CEO and Management Consultant - Entreflow Consulting Group

Helina Patience

CEO - Entreflow Consulting Group

Helina Patience is CEO and Management Consultant at Entreflow Consulting Group. She has long-term international experience in finance, training, and HR management. Helina managed HR and compensation for multi-national corporations before working as a Financial Analyst at Lululemon. She's worked in Australia, India, the UK and Ireland over the years. She joined Entreflow two years ago and quickly rolled out Financial, HR and Systems consulting services to add to the existing Marketing services. She runs a team of 15 remote consultants dedicated to innovative, tech-focused and goal-crushing consulting. She enjoys all aspects of financial management and analysis, business decision support, and the compensation and motivation aspects of human resources management. Helina holds a B.A. (hons), B.Ed and a CPA, CMA accounting designation.



Christian Madarasz

President, CEO, Big Kahuna - Leading Ledgers Incorporated

Christian Madarasz

President, CEO, Big Kahuna - Leading Ledgers Incorporated

Christian Madarasz is a CPA, CMA located in Parksville, British Columbia. Christian began his accounting journey in 1988 working in a progressive Chartered Accounting firm. In addition to being a CPA, Christian also possesses a Bachelor of Education degree and is currently teaching online business courses through North Island College.

Christian possesses a drive for knowledge and considers himself a “life long learner”. Because of this, Christian was a very early adopter of cloud technology in his business and was quick to join up when Quickbooks Online began providing services to Canada. He has experience with other online accounting platforms, but he considers the QBO platform to be the foundation of his accounting and bookkeeping practice.

During his career and as a member of the Intuit Trainer-Writers Network, Christian has been asked to speak in front of different groups including entrepreneurs through Start-Up Canada, small business owners through local Chambers of Commerce, accountants through fireside chat settings with Intuit, and a variety of other business owners through various mentoring and education programs.



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.



Bob Wang

ctrl Leader of BC Region, ctrl by Deloitte

Bob Wang

ctrl Leader of BC Region - ctrl by Deloitte

Bob Wang is the founder and President of Legacy Advantage. Bob went into business for himself in 2015 with a goal of creating a bookkeeping brand people can trust. In two years, they grew to 15 staff, over 1m$ in revenue and just opened up a second office.



Melanie Schroeder

Partner - KH Burnaby Chartered Professional Accountants Inc

Melanie Schroeder

Partner - KH Burnaby Chartered Professional Accountants Inc

What do the words “coach,” “counselor,” and “accountant” have in common? They are all synonyms for Melanie Schroeder! As both a Registered Professional Counsellor and a Chartered Professional Accountant (CPA, CGA), Melanie has discovered that her personal and professional passion lies in helping others embrace theirs. She’s harnessed her one-of-a-kind sass and unstoppable energy to support her clients no matter what path they’re struggling down.

As a partner at KH Burnaby Chartered Professional Accountants Inc, her experience includes over 15 years in public practice, where she specializes in tax, business planning, systems, coaching, and controllership.

Melanie embraces the philosophy that life is about more than hard work and number crunching; it’s about embracing your full potential and living to the fullest. She believes without a shadow of a doubt that each of us deserves a life that we love, both personally and professionally. With her unique skillset, she’s here to help her clients answer the question: what are you here to do?

Enjoy the highlights of Get Connected Vancouver 2018

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