Make connections, get inspired, grow your practice
Get Connected brings together our community of accountants, industry experts, and the Intuit team for a day of thought leadership, education, and networking. Learn about the latest accounting tech, get updates on QuickBooks products, and hear from leaders in the accounting and bookkeeping space. It’s your time to be inspired and get actionable advice that will move the needle for your practice.
Agenda
Times noted are Eastern Standard Time (EST)
Registration Open
Breakfast is offered and connect with Exhibitors
Opening keynote
Mainstage
Connect in the Exhibit Hall
Exhibit Hall B
Connect with our exhibitors and learn about the apps that support your business
Breakout & Meetup Sessions
Accounting technology: On the horizon and beyond
Room 206
Join our tech panel discussion on the future of accounting firms. Learn how technology is transforming operations and driving success within the accounting industry.
Expertise Level: All
Audience: Partner/Principal
Category: Emerging Technologies
Moderator: Chad Davis
Panelists:
1. Shayne Dueck
2. Hitendra Patil
3. Melisa Gaetani
Shared experiences in client advisory
Room 201
Do you offer advisory services to clients or would you like to optimize your offer? During this panel discussion, experienced professionals will share their best practices for implementing Client Advisory. They'll also share their successes and the learnings the acquired throughout their journey. By the end of this session, you'll be inspired to make advisory services your next big opportunity!
Expertise Level: Intermediate
Audience: Partner/Principal
Category: Operating Your Firm
Moderator: Helina Patience
Panelists:
1. Chris Bell
2. Kyle Turiff
3. Lorraine Telesford
4. Lora Johnson
QuickBooks Online Advanced: Vertical business challenges and beyond
Room 205
Catering to the unique needs of your clients across different verticals can be a challenging task, especially when dealing with mid-market businesses. Learn how to leverage QuickBooks Online Advanced to navigate unique business needs while optimizing the functionality of the entire QuickBooks ecosystem. Additionally, get guidance on identifying when to integrate third-party applications, ensuring maximum efficiency and productivity for your clients.
Expertise Level: Intermediate
Audience: Operations/Bookkeeping Technicians
Category: Learning the QBO Ecosystem
Atiba Lewis and Ingrid Himmelman
Peer to peer meetup: Pricing client engagements
Room 202
Join your peers for a conversation about pricing client engagements - it's always a popular topic! You'll share your expertise, ask questions and learn from each other in an intimate setting.
Expertise Level: Intermediate
Audience: Partner/Principal
Category: Growing and Pricing Your Firm
Facilitator: Kimme Lafayette
Lunch & Networking
Connect with your peers and learn about the apps that support your business
Breakout & Meetup Sessions
Automation and AI: Practical skills for every skill level
Room 206
Join us for an engaging session that covers AI topics for all skill levels, from beginner to advanced. This interactive event will provide plenty of opportunities for audience participation, allowing you to share your projects and ideas.
Expertise Level: All
Audience: Operations/Bookkeeping Technicians
Category: Emerging Technologies
Moderator: Tiffany Stewart
Panelists:
1. Chad Davis
2. Andrew Wall
Month-end magic with QuickBooks Online Books Review
Room 201
Do you have a formal month-end process? Or do you wing it? This session will show you how to use Books Review as the standard for your monthly checklist and close. By utilizing this incredible tool, you will cultivate better workflows and processes across your entire client list. Books Review can even be customized. Join this session and see what makes Books Review a favourite QBO feature.
Expertise Level: Intermediate
Audience: Operations/Bookkeeping Technicians
Category: Learning the QBO Ecosystem
Marnie Stretch
Your guide to banking in QuickBooks
Room 205
The QuickBooks Banking module offers valuable features to improve your efficiency. Learn how to customize the banking module, use tools to help with data validation, use groups and batch coding (this is always a delight!) and troubleshoot banking issues. Whether you're a new or experienced QuickBooks user, you will learn something new in this session!
Expertise Level: All
Audience: Operations/Bookkeeping Technicians
Category: Learning the QBO Ecosystem
Tania Franolic
Peer to peer meetup: Workflows in a cloud-based firm
Room 202
Join your peers for a conversation about workflows in a cloud-base firm. You'll share your expertise, ask questions and learn from each other in an intimate setting.
Expertise Level: Intermediate
Audience: Operations/Bookkeeping Technicians
Category: Operating Your Firm
Facilitator: Kellie Parks
Break & Networking
Connect with your peers and learn about the apps that support your business
Breakout & Meetup Sessions
Elevating your firm's brand
Room 206
In this session, you will learn effective ways to promote your services and build your brand through social media and search engine marketing. Gain insights on creating a strong social media presence, utilizing search optimization tactics to reach your target audience, and best practices for branding in the accounting industry.
Expertise Level: All
Audience: All
Category: Marketing Your Firm
Moderator: Kelly-Ann Massingberd
Panelists:
1. Susan Wong
2. Sara Burke-Allen
3. Jami Monte
Continuous scalable growth
Room 201
A dynamic panel will share their experiences, successes, and lessons learned as they moved from solopreneurs to adding a management layer, to hiring to replace themselves, and ultimately creating a fully functioning self-running business. Throughout the discussion, attendees will gain insights into the best practices for leading and growing a successful firm.
Expertise Level: Intermediate
Audience: Partner/Principal
Category: Growing and Pricing Your Firm
Moderator: Ingrid Himmelman
Panelists:
1.Omar Visram
2. Amanda Mungal
3. Teya Jensen
The great migration
Room 205
Successful migration into QuickBooks requires thoughtful planning, utilization of importing lists, and asking the right questions. Some migrations can be easily performed by a ProAdvisor while others require the assistance of the migration team at Intuit. Join this session delivered by a ProAdvisor who has deep migration experience and a member of Intuit's Professional Services team as they share the ingredients for a successful migration experience.
Expertise Level: Novice
Audience: Operatios/Bookkeeping Technicians
Category: Learning the QBO Ecosystem
Tanis Young and Joelle Sater
Peer to peer meetup: Maximizing QuickBooks for NPOs and charities
Room 202
Join your peers for a conversation about using QuickBooks Online for NPOs and charities. You'll share your expertise, ask questions and learn from each other in an intimate setting.
Expertise Level: Intermediate
Audience: All
Category: Operating Your Firm
Facilitators: Kudzanai Chasosa
Break & Networking
Connect with your peers and learn about the apps that support your business
Breakout & Meetup Sessions
Decoding success: Navigating unconscious bias in today's world
Room 206
Cultivating diversity, equity and inclusion is not just the right thing to do – it’s essential for success. Our panelists will share strategies for recognizing and mitigating unconscious bias in individual and organizational contexts, and creating environments where everybody can thrive. Gain actionable insights and understand the business case for diversity and inclusion.
Expertise Level: All
Audience: All
Category: Designing Your Firm
Moderator: Damion Wright
Panelists:
1. Gina Thornton
2. Melisa Gaetani
3. Channelle McNutt
From operations to exit: Building a valuable accounting firm
Room 201
The accounting and bookkeeping industry has made incorrect assumptions about how much practices are worth and how practice sales are transacted. Gain real insight into how to value and sell your accounting/bookkeeping firm, and how preparing for a sale ahead of time can make your firm easier and more profitable to run!
Expertise Level: Advanced
Audience: Partner/Principal
Category: Growing and Pricing Your Firm
Darryl Boyd
How to grow wealth through your firm
Room 205
Many firm owners overlook their own business in favour of helping their clients’ businesses thrive. This session will cover common pitfalls that stop firm owners from seeing the profit and cashflow they desire, as well as winning strategies to make 2024 your most profitable year yet.
Expertise Level: Advanced
Audience: Partner/Principal
Category: Growing and Pricing Your Firm
Helina Patience
Peer to peer meetup: Level-up your tech stack
Room 202
Join your peers for a conversation about tech stacks. You'll share your expertise, ask questions and learn from each other in an intimate setting.
Expertise Level: Advanced
Audience: Operations/Bookkeeping Technicians
Category: Emerging Technologies
Facilitator: Atiba Lewis
Break & Networking
Connect with your peers and learn about the apps that support your business
Celebration Experience
Registration Open
Breakfast is offered and connect with Exhibitors
Breakout & Meetup Sessions
Exploring the dynamics of pricing client engagements
Room 206
Strategies for pricing client engagements vary between accounting firms and each approach has its benefits and drawbacks. Join this session to learn about the diverse experiences of panelists who have tried many pricing strategies. Gain insights and leave the session with the confidence to try different pricing approaches at your firm.
Expertise Level: Intermediate
Audience: Partner/Principal
Category: Growing and Pricing Your Firm
Moderator: Kimme Lafayette
Panelists:
1. Teresa Slack
2. Andrew Seguin
3. Ryan Lazanis
Your guide to banking in QuickBooks
Room 201
The QuickBooks Banking module offers valuable features to improve your efficiency. Learn how to customize the banking module, use tools to help with data validation, use groups and batch coding (this is always a delight!) and troubleshoot banking issues. Whether you're a new or experienced QuickBooks user, you will learn something new in this session!
Expertise Level: All
Audience: Operations/Bookkeeping Technicians
Category: Learning the QBO Ecosystem
Tania Franolic
The great migration
Room 205
Successful migration into QuickBooks requires thoughtful planning, utilization of importing lists, and asking the right questions. Some migrations can be easily performed by a ProAdvisor while others require the assistance of the migration team at Intuit. Join this session delivered by a ProAdvisor who has deep migration experience and a member of Intuit's Professional Services team as they share the ingredients for a successful migration experience.
Expertise Level: Novice
Audience: Operations/Bookkeeping Technicians
Category: Learning the QBO Ecosystem
Tanis Young and Joelle Sater
Peer to peer meetup: Connecting new accounting professionals
Room 202
Have you recently launched your accounting practice and in search of others who are also early in their journey? Join this conversation to share your experiences and learn from others who are also new to the industry.
Expertise Level: Novice
Audience: All
Category: Marketing Your Firm
Facilitator: Tiffany Stewart
Break & Networking
Connect with your peers and learn about the apps that support your business
Breakout & Meetup Sessions
Strategies for hiring and building a winning culture
Room 201
Whether you're building a team for the first time, replacing team members or expanding your team, finding suitable candidates and building a winning culture can be challenging. Join this session to learn from expert panelists who will discuss their hiring practices and share their recommendations for building an inspired and motivated team.
Expertise Level: Advanced
Audience: Partner/Principal
Category: Designing Your Firm
Moderator: Martha
Panelists:
1. Jonathan Carter
2. Andrew Seguin
3. Gisele Doucet
4. Damion Wright
Growth marketing in the age of AI
Room 206
Explore how your firm can leverage Google's AI to better understand, reach and convert your target audience and learn how rising privacy expectations and regulations are reshaping the digital landscape. Seize the opportunity to network with peers and discuss your marketing strategy with Google marketing leaders.
Expertise Level: All
Audience: All
Category: Marketing Your Firm
Moderator: Anson Chan
Panelists:
1. Aidan Wilks
2. Susan Charles
3. Jonny Leung
QuickBooks Online Advanced: Vertical business challenges and beyond
Room 205
Catering to the unique needs of your clients across different verticals can be a challenging task, especially when dealing with mid-market businesses. Learn how to leverage QuickBooks Online Advanced to navigate unique business needs while optimizing the functionality of the entire QuickBooks ecosystem. Additionally, get guidance on identifying when to integrate third-party applications, ensuring maximum efficiency and productivity for your clients.
Expertise Level: Intermediate
Audience: Operations/Bookkeeping Technicians
Presenter: Ingrid Himmelman and Atiba Lewis
Peer to peer meetup: Prioritizing wellbeing and your path to balance
Room 202
Accounting professionals are dedicated to solving for their clients needs without consideration for their own wellbeing. Join this peer conversation where you'll share your strategies and tips for a path to better balance.
Expertise Level: All
Audience: All
Category: Designing Your Firm
Facilitator: Melisa Gaetani
Lunch & Networking
Connect with your peers and learn about the apps that support your business
Breakout & Meetup Sessions
QuickBooks tips & tricks showdown
Room 206
Back by popular demand, featuring some new and familiar faces, watch as QuickBooks Online experts go head-to-head, competing to see who shares the best QuickBooks Online Tips & Tricks.
Expertise Level: Intermediate
Audience: Operations/Bookkeeping Technicians
Category: Learning the QBO Ecosystem
Host: Kellie Parks
1. Tania Franolic
2. Atbia Lewis
3. Joelle Sater
4. Gisele Doucet
5. Tanis Young
6. Tiffany Stewart
Reflections on marketing an accounting firm
Room 201
Firm owners and marketers share their experiences and will discuss marketing strategies they've implemented successfully, share their learnings and explore ideas for marketing innovation. By the end of this session, you will have a better understanding of how to effectively market your firm.
Expertise Level: All
Audience: Partner/Principal
Category: Marketing Your Firm
Moderator: Fi Robinson
Panelists:
1. Bob Gauvreau
2. Omar Visram
3. Rachel Stedman
Six steps to a systematized firm that can run without you
Room 205
Firm owners often prioritize working in their business, leading to challenges with work-life balance. This session provides an actionable step-by-step system with practical tips to streamline firm operations so you can spend more quality time with family, go on vacation, or pursue other interests.
Expertise Level: Intermediate
Audience: Partner/Principal
Category: Operating Your Firm
Ryan Lazanis
Peer to peer meetup: Mastering e-Commerce with QuickBooks
Room 202
Do you support ecommerce clients using QuickBooks? Join your peers for a dedicated ecommerce conversation. You'll share your expertise, ask questions and learn from each other in an intimate setting.
Expertise Level: Advanced
Audience: Operations/ Bookkeeping Technicians
Category: Operating Your Firm
Facilitator: Teresa Slack
Agenda topics and timing are subject to change.
This event is eligible for CPD credits.
Agenda Categories
Here are the subjects we'll cover at Get Connected:
- Emerging technologies
- Designing your firm
- Operating your firm
- Growing and pricing your firm
- Marketing your firm
- Learning the QuickBooks Online ecosystem
Event venue
Metro Toronto Convention Centre
255 Front St W, Toronto, ON M5V 2W6
Directions
Metro Toronto Convention Centre is easy to access from anywhere in the Great Toronto Area, from a number of different transportation options.
Please see directions to help you navigate through a variety of transportation options.
Parking
Metro Toronto Convention Centre has 1,700 indoor parking spaces between the North and South Buildings. Express-Pay (credit card) parking makes getting into and out of the parking garage a breeze! Visa, MasterCard and Amex are accepted in parking as well as cash. We encourage credit card payment as our high speed line is quick and Express Lanes are available.
View parking to see locations and directions to the North and South parking facilities, as well as alternate parking lots close by.
Recommended accommodation
Fairmont Royal York
100 Front St W, Toronto, ON M5J 1E3
416-368-2511
Price:
$375 per night, plus tax
Mainstage Speakers
Breakout Speakers
Frequently asked questions
Get Connected is Canada’s annual event of the year and a can't-miss experience for accounting and bookkeeping professionals. Hear from Intuit and industry experts in an inspiring day of networking, education, and much more.
Get Connected is a paid registration event at a cost of $349 plus tax to attend for a full day/two days of networking, education, and much more.
Feel free to drop us a note and ca_events@intuit.com. We will respond as quickly as possible.
Parking is not included in the cost of the event. You can find more Parking information here.
Full refunds will be available for cancellations before the event 05/08/2024, 50% refund for cancellations before 5/14/2024, and no refunds for cancellations on 5/15/2024 and later. A $20 processing fee will be deducted for refunds to cover credit card transaction fees and resources.
Get Connected will be eligible for up to 12 CPD Credits. Please see the Get Connected agenda for qualifying sessions and available credit information. A certificate will be emailed to participants up to 2 weeks after the event date. For further questions, reach out to ca_events@intuit.com.
Please contact ca_events@intuit.com to inquire about available accessibility services.
Please visit Recommended Accommodation to book your hotel room.
Get Connected will be presented exclusively in French in Montreal
The details regarding speakers, sessions and itinerary will be added to our event webpage as they are confirmed in March.