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!

2:15 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: Join other attendees at the Get Connected celebration on Tuesday night at The Nest. Enjoy food, drinks, music, and performance. A shuttle will be available at the end of the celebration to take you back to the hotel.

2019 Location

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

Recommended accommodation

Our partner hotel offers discount rates for Get Connected attendees.

Sheraton Vancouver Wall Centre

1088 Burrard Street Vancouver,
British Columbia, V6Z 2R9

 

+1 604-331-1000

 

 

Book now

 

 

NOTE: A shuttle bus will be provided from the hotel to The Nest in the morning, running every 30 min starting at 7am. A return shuttle will be running from The Nest back to the hotel.

2019 Speakers



Graham Sharples

Group Product Manager - Intuit Canada

Graham Sharples

Group Product Manager - Intuit Canada

Over 20 years, Graham Sharples has built a record of delivering delightful product solutions across wide range of industries. Today, he is the Canadian Head of Product for Quickbooks Accounting Solutions and Intuit Professional Tax solutions. A passionate advocate for accountants, bookkeepers and tax preparers, Graham’s team continue their push to develop unique solutions that solve big problems through partnerships with accounting professionals like you. Originally from the West, Graham has settled in Toronto, where he lives with his wife, their two sons, dog and cat.



Melika Hope

Sr. Product Manager - Intuit Canada

Melika Hope

Sr. Product Manager - Intuit Canada

Melika Hope is a passionate and dynamic member of the Canadian accounting community. She began her professional career at RSM Richter LLP where she earned her Chartered Accountant designation. She then pivoted to the software industry, gaining experience with desktop accounting products before moving to Intuit where she has been managing the QuickBooks Online and Self Employed products for the past several years. Melika is a self-employed personal trainer on the side and is a passionate advocate for the success of the small business and self-employed industries in Canada, leveraging the partnership of accounting and bookkeeping professionals and the power of cloud technology.



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.



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.



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.



Martha Banner

Western Regional Cloud Lead, Grant Thorton LLP

Martha Banner

Western Regional Cloud Lead, Grant Thorton LLP

Martha Banner is the Western Regional Cloud Lead at Grant Thornton LLP and holds her CPA designation. She has been working with clients in the cloud accounting space since 2015 and is a full believer in the power of accurate, timely data. She thoroughly enjoys the lightbulb moments from her clients and colleagues when they learn about what cloud accounting can do for them.



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.



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.



Melanie Schroeder

RPC, CPA, CGA

Melanie Schroeder

RPC, CPA, CGA

What do the words “counselor,” and “accountant” have in common? They’re both synonyms for Melanie Schroeder! As a Registered Professional Counsellor and a Chartered Professional Accountant (CPA, CGA), Melanie discovered that her personal and professional passions lie in helping others embrace theirs. A sole practitioner, her experience includes over 15 years in public practice where she specializes in tax, training and coaching.

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?



James Young

Owner - James Young Chartered Professional Accountant

James Young

Owner, - James Young Chartered Professional Accountant

James Young, CPA, CA is the founder and partner of his CPA firm. For over 20 years, his firm has provided business advisory services to owner managed businesses. It is located in the Greater Vancouver area of British Columbia.

Traditional business advisory services included personal / corporate tax planning, Canada Revenue Agency compliance work and advice on business matters.

Starting in 2017 James began onboarding cloud based applications (QBO and others) within his firm and for his clients. Leveraging the advantages / benefits of cloud applications have streamlined his firm’s workflow and helped make his clients’ businesses more efficient.

By integrating 20 years of business advisory wisdom with the new world of cloud applications, James is excited about the future. He is excited to see how this new world of cloud applications will transform his CPA firm and his clients’ businesses.

Enjoy the highlights of Get Connected Vancouver 2018

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