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)
Breakfast is offered and connect with Exhibitors
Connect with our exhibitors and learn about the apps that support your business
More information coming soon
Social media is a powerful tool for accountants and bookkeepers looking to build credibility, grow their audience, and attract clients. In this session, you’ll learn how to harness platforms like LinkedIn, Instagram, and Facebook to position yourself as an expert and build trust with potential clients.
We’ll explore strategies for creating engaging content, increasing visibility, and turning social media connections into business opportunities. You’ll also discover how to avoid common mistakes, save time, and amplify your impact using tools and best practices.
Whether you're just starting or want to level up your social media game, this session will provide actionable steps and the confidence to develop a strong online presence. By the end, you’ll have a roadmap to use social media effectively to grow relationships, establish credibility, and attract the clients you want.
Speaker: David Bergstein
Growing from a solo practitioner to managing a team of 100 requires strategic planning and a strong foundation of workplace culture. In this session, HR experts from the accounting industry share actionable advice on hiring for every stage of growth while building a culture that attracts and retains top talent. Learn how to develop scalable hiring strategies, foster an inclusive and engaging environment, and maintain your company's values as your team evolves and expands. Whether you're hiring your first employee or your fiftieth, this session will help you scale with confidence and purpose.
Speaker: David Bergstein
Artificial Intelligence is present in all aspects of our lives and business. Join this peer-driven conversation to share your experiences and hear from peers about how they're applying AI to their accounting firm.
Speaker: David Bergstein
E-commerce accounting can feel like a labyrinth, even for seasoned accounting and bookkeeping professionals. The complexities of managing multi-channel sales, inventory fluctuations, payment processors, and tax requirements deter many from taking on e-commerce clients. However, with the rapid growth of online retail, the demand for skilled e-commerce accountants is skyrocketing—and the opportunity is too big to ignore.
Accurate financials are critical for ecommerce businesses to thrive, making your expertise invaluable. By mastering efficient workflows and specialized tools, you can confidently support clients who sell online by delivering high-quality financial insights and expanding your service offerings.
In this session, we’ll break down the unique challenges of ecommerce accounting and show you how to streamline processes, reduce manual work, and tackle complex data with ease. We’ll share actionable tips to boost efficiency, increase profitability, and position yourself as a go-to expert in the lucrative ecommerce niche.
Speaker: David Bergstein
More information coming soon
Project chaos doesn’t discriminate—whether your clients are in construction, marketing, or professional services, the need for clear project tracking and efficient approvals is universal. In this session, learn how to bring order to the madness using powerful tools in QuickBooks Online like seamless time tracking, bill approvals, and customizable reports that turn project data into real-time insights. You’ll explore scalable workflows that help your clients monitor profitability, reduce admin headaches, and stay compliant—regardless of industry. Walk away with the confidence to guide your clients from reactive to proactive with data-driven decision-making.
Speaker: David Bergstein
What if you could have it all—financial success and personal well-being? In this session, we’ll challenge conventional wisdom on burnout and explore how structuring your organization (and your life) can create a thriving environment. Drawing from real-world experience with a four-day workweek, we'll share practical strategies to help you achieve mental, physical, and financial richness without sacrificing one for the other.
Speaker: David Bergstein
Imagine a tool that not only simplifies your client's finances but also adapts and grows with your client's business needs. Join us as we dive into the latest advancements in QuickBooks Online and QuickBooks Online Accountant, where innovation meets financial management. This session is a perfect opportunity to learn new strategies for working smarter and more efficiently with QuickBooks.
Speaker: David Bergstein
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.
Speaker: David Bergstein
Connect with your peers and learn about the apps that support your business
More information coming soon
In this engaging breakout session, participants will learn how to effectively analyze and address the multifaceted challenges faced by complex clients. We will explore practical frameworks for identifying client needs and translating them into actionable strategies. Attendees will discover how to leverage features throughout the QBO Ecosystem to develop tailored solutions that enhance client satisfaction and drive business success. Join us for an interactive experience filled with real-world case studies, collaborative problem-solving exercises, and expert insights that will empower you to become a trusted advisor in navigating your clients' complexities
Speaker: David Bergstein
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.
Speaker: David Bergstein
Ready to take your clients' accounting to new heights by transitioning from QuickBooks Desktop to QuickBooks Online? Our experts will guide you through the process of planning a successful migration, preparing for client conversations, and ensuring a seamless data transfer. Discover the benefits of cloud-based accounting and how to make the switch with confidence.
Speaker: David Bergstein
This session would revolve around the changing skillsets required to be successful in Cloud Accounting in today's environment. Thinking that it would focus on discussions around going beyond bookkeeping; to operationalize the financial statements to translate what the numbers mean to a client's business, and how technology (both current and future) can assist with this.
Speaker: David Bergstein
More information coming soon
Join us for "Empowering Talent," a dynamic workshop focused on integrating inclusive practices into the core operational strategy of accounting firms. This session will demonstrate how inclusivity not only enriches the work culture for everyone, but also amplifies team productivity and overall firm performance. Participants will explore key approaches to attract, develop, and retain top talent, thereby transforming their firms into thriving, adaptable, and innovative organizations. Discover how empowering your workforce through inclusive practices can lead to unparalleled growth and success in the competitive accounting landscape.
Speaker: David Bergstein
After years of preparation, Mike successfully took over his father’s accounting firm—navigating the emotional and operational challenges of a generational transition. With over $2 trillion in business expected to change hands in Canada over the next decade, the need to build valuable, efficient, and transferable firms has never been greater. In this session, Mike shares lessons from his own journey and client experience to help accountants and bookkeepers elevate their operations, increase business value, and design succession plans that actually work. Whether you’re planning to exit, scale, or simply create a firm that runs smarter, this session offers practical, actionable insights to help you get there.
Speaker: David Bergstein
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.
Speaker: David Bergstein
Connect with your peers and learn about the apps that support your business
This panel brings together a solo firm owner, a team-based firm leader, and a large firm partner to discuss the motivations behind their career paths. Each panelist will share their unique perspectives, exploring the benefits and challenges of their chosen paths, from autonomy and work-life balance to scalability and team leadership. Attendees will gain valuable insights into navigating their own careers, whether they prefer independence, collaborative environments, or the scale of larger organizations. The session provides practical advice and inspiration to help accountants define success on their own terms.
Speaker: David Bergstein
More information coming soon.
Speaker: David Bergstein
Discover essential strategies for gaining clients' trust, successful onboarding, maintaining effective communication, real time transparency, streamlining workflows, and sharing deliverables. Don't miss this opportunity to enhance your client relationships and drive success in your cloud accounting practice!
Speaker: David Bergstein
Agenda topics and timing are subject to change.
Breakouts have limited capacity and are available on a first come, first served basis
Breakfast is offered and connect with Exhibitors
More information coming soon
This session revolves around the changing skillsets required to be successful in Cloud Accounting in today's environment. Thinking that it would focus on discussions around going beyond bookkeeping, to operationalize the financial statements to translate what the numbers mean to a client's business, and how technology (both current and future) can assist with this.
Speaker: David Bergstein
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.
Speaker: David Bergstein
Do you have a formal month-end process? Or do you wing it? If it's the latter, let QBO help you with that: Books Review is a top tier ProAdvisor feature!
In this session, you'll learn how to use QBO Books Review as the standard for your monthly checklist and close. By utilizing this incredible ProAdvisor-only tool, you'll be able to cultivate better workflows and processes across your entire client list. QBO has built a solid foundation, and you can level things up with your own customizations. Once you've checked off all the tasks, you can take things one step further and schedule a monthly report package to share with your client. Then, exhale. You've closed the loop on the cycle!
Join this session and see what makes Books Review a favorite QBO feature.
Speaker: David Bergstein
Accounting firms waste time vetting prospects - defining who would be a great client, weeding out the misfits and those who want free advice. An automated system can do the heavy lifting of qualifying leads and putting the ideal ones into your systems.
Leverage technology & automation to build an automated discovery process that is a smooth client experience. Your new process will unearth misaligned prospects and move them along gracefully. Or automatically add the right-fit prospects to your tech and automate a workflow for you - book a call and send out a more detailed intake form. You will know the crucial details about them - before that 1st meeting - to prepare for meaningful, professional conversations. You will only meet people who match the critical elements of your Ideal Client Profile, who you will bring value to, and who you want to work with, doing work you love!
Speaker: David Bergstein
More information coming soon
Imagine a tool that not only simplifies your client's finances but also adapts and grows with your client's business needs. Join us as we dive into the latest advancements in QuickBooks Online and QuickBooks Online Accountant, where innovation meets financial management. This session is a perfect opportunity to learn new strategies for working smarter and more efficiently with QuickBooks.
Speaker: David Bergstein
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.
Speaker: David Bergstein
Unleash the potential of your business with zero-cost yet powerful marketing strategies in our transformative session. Discover how to utilize simple and immediate tactics, innovative AI tools, and proven organic growth methods to drive your business from modest beginnings to substantial financial achievements without any marketing expenditure. This session will equip you with practical tools, strategic insights, and inspirational examples to accelerate your business growth exponentially. Join us to transform your marketing approach and achieve remarkable results.
Speaker: David Bergstein
Join for a dynamic panel discussion on how your sales process evolves as your bookkeeping firm grows. From reaching $1M to scaling beyond $5M, this session explores how workflows, processes, and investments must adapt to support sustainable growth. This trio will share how they’ve actively built strong referral networks, streamlining their sales processes, and strategically managing clients. By referring clients they don’t want to work with to each other, they’ve turned collaboration into a winning strategy that has fueled their growth and strengthened their collective success. Attendees will gain actionable insights into adapting their sales process and building a supportive ecosystem that drives results.
Speaker: David Bergstein
Connect with your peers and learn about the apps that support your business
More information coming soon
The world of AI in accounting is moving fast, and it's easy to feel overwhelmed. This session highlights recent AI developments for accounting workflows, moving beyond basic chatbots to show how AI can transform your QBO practice. We'll explore real-world examples of AI-powered financial analysis, data automation, and client service improvements within QBO. You'll also gain insights into the potential of custom AI integrations with your QBO data, empowering you to build tailored solutions and gain a competitive edge.
Speaker: David Bergstein
This session explores how leadership styles have adapted over the years and what it takes to guide a team to success in a more open, inclusive environment. Join us for a practical and engaging conversation on building strong, motivated teams that deliver results.
Speaker: David Bergstein
In this engaging breakout session, participants will learn how to effectively analyze and address the multifaceted challenges faced by complex clients. We will explore practical frameworks for identifying client needs and translating them into actionable strategies. Attendees will discover how to leverage features throughout the QBO Ecosystem to develop tailored solutions that enhance client satisfaction and drive business success. Join us for an interactive experience filled with real-world case studies, collaborative problem-solving exercises, and expert insights that will empower you to become a trusted advisor in navigating your clients' complexities
Speaker: David Bergstein
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.
Speaker: David Bergstein
More information coming soon
Discover how partnering with other firms—whether specialized accounting, advisory, or technology providers—can add value to your clients. Real-world success stories will illustrate how collaboration can improve client outcomes and create opportunities for mutual growth. Learn what it truly means to be a trusted advisor.
Speaker: David Bergstein
In an increasingly competitive accounting industry, generalist firms often struggle to differentiate themselves. Specializing in a niche—whether it’s pet services, e-commerce, trades, or another industry—can set your firm apart, streamline your processes, and increase profitability. In this session, we’ll explore how niching down allows you to attract higher-value clients, build efficient workflows, and establish yourself as an expert in a specific industry. You’ll walk away with a clear framework for identifying the right niche, positioning your firm as the go-to expert, and structuring your services to maximize profitability.
Speaker: David Bergstein
Discover how to harness the power of QuickBooks Online to create personalized customer data that enhances business insights. This session will guide you through creating custom fields, customizing reports, leveraging advanced analytics, and utilizing data visualization tools to transform raw data into actionable insights. Learn how tailored customer data can improve your understanding of business performance and drive strategic growth.
Speaker: David Bergstein
Discover the power of community among accounting professionals. This interactive peer-to-peer meetup is designed to help you connect with like-minded practitioners, share insights, and foster meaningful relationships that can support your career growth. Whether you’re a solo practitioner, part of a team, or a member of a larger firm, this session offers a welcoming space to discuss challenges, share successes, and build your professional network. Walk away with fresh perspectives, actionable ideas, and a sense of belonging in the accounting world. Together, we can thrive beyond the numbers.
Speaker: David Bergstein
Connect with your peers and learn about the apps that support your business
Agenda topics and timing are subject to change.
Breakouts have limited capacity and are available on a first come, first served basis
Coming soon
Coming soon
This event is eligible for CPD credits
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 Options to see locations and directions to the North and South parking facilities, as well as alternate parking lots close by.
Recommended accommodation
InterContinental Hotel
225 Front St W, Toronto, ON M5V 2X3
(416) 597-1400
$379 per night, plus tax
Mainstage speakers
Breakout speakers
2025 Sponsors
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 two days of networking, education and 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 by 05/09/2025, 50% refund for cancellations before 5/23/2025, and no refunds for cancellations after 5/23/2025. A $20 processing fee will be deducted for refunds to cover credit card transaction fees and resources. Tickets are non-transferrable.
Get Connected will be eligible for up to 13 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.
Unfortunately, breakout sessions and the keynote aren't being recorded.
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.
Yes, group and bulk discounts are available and applicable only to new ticket purchases. Please reach out to ca_events@intuit.com to request additional information. Please note that refunds will not be issued for individual tickets purchased prior to firm inquiry on discounts.