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 Pacific (PDT)
Breakfast is offered and connect with Exhibitors
Connect with our exhibitors and learn about the apps that support your business
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
You love serving your clients and are proud of the work you (and your team) deliver. But let's face it. You are in business to support your lifestyle and finance your retirement.
If your operations are not fully funding your future today, this is the session for you.
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
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
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
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
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
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
Connect with your peers and learn about the apps that support your business
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
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
If you have a great system with CRM and an excellent process for client onboarding and offboarding, but your staff does not follow every step and cannot keep your firm's standard, all those systems will not increase your firm productivity.
All firms, big or small, want accountable, long-term staff who are independent thinkers and can serve clients to a high standard.
In this session, the speaker will share how she ran her firm and instilled an entrepreneurial mindset in the team so that each staff member was accountable, responsible, and happy to remain a valuable member of the firm.
Therefore, each staff member will contribute to the firm's overall success. In return, each staff member's life will be enriched, too.
Speaker: David Bergstein
In the day-to-day rush to stay afloat, it’s easy to lose sight of intentionality in your time and business. This session introduces a practical framework to help you identify your strengths, clarify your priorities, and take actionable steps to align your efforts with those priorities.
Attendees will walk away with a clear roadmap for “what to do next.” You’ll be empowered to overcome inertia and fear, equipped with tools to create a personalized, step-by-step action plan to grow your business, better support your clients, and eliminate burnout.
By embracing the power of small, intentional changes, you can achieve significant, lasting transformation. This session will inspire and guide you to take confident steps toward building a thriving business and creating a fulfilling, balanced life
Speaker: David Bergstein
Feeling overwhelmed by inefficiencies and operational chaos? This session will show you how to leverage data to cut through the noise and bring clarity to your firm’s workflows. Learn actionable strategies to identify bottlenecks, streamline processes, and create scalable systems that support growth and profitability. Whether you’re struggling with team alignment, client management, or operational roadblocks, this session provides a step-by-step framework for transforming your operations using data-driven insights. You’ll leave equipped with tools to prioritize improvements, measure success, and design a firm that operates with precision and purpose. Say goodbye to guesswork and hello to operational excellence—because clarity is the foundation of growth.
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
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
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
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
Breakfast is offered and connect with Exhibitors
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
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
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
Are you feeling overwhelmed, burned out, or stuck in the day-to-day grind of your bookkeeping practice? You’re not alone. This meetup is a safe, judgment-free space where bookkeepers can come together to share challenges, exchange support, and connect with others who truly understand the pressures of the profession.
Together, we’ll discuss the hurdles we face—from managing demanding workloads to maintaining work-life balance—and explore what resources or strategies could help. Led by an experienced coach and industry professional, this conversation will provide valuable insights not only for attendees but also for crafting solutions that can empower bookkeepers in the long run.
Whether you’re seeking encouragement, camaraderie, or clarity on your next steps, this meetup is for you. Let’s work together to lighten the load and take the first steps toward sustainable success.
Speaker: David Bergstein
In this session, we will explore essential strategies for creating a smooth and effective client onboarding process. We will focus on how to set clear expectations, build rapport, and personalize the onboarding experience to meet each client's unique needs. You’ll walk away with practical tips to ensure your clients feel welcomed, supported, and set up for long-term success from day one.
Speaker: David Bergstein
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
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
Connect with your peers and learn about the apps that support your business
More information coming soon
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
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
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
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
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
Vancouver Convention Centre
1055 Canada Pl, Vancouver, BC V6C 0C3
Directions
Whether you are coming from the airport, a local hotel or elsewhere in and beyond Metro Vancouver, there are many convenient and green options to get here. Take the efficient transit system featuring the SkyTrain, buses and the SeaBus; the plentiful taxis in the city; or even a scenic float plane to our doorstep.
Parking
The Vancouver Convention Centre offers secure parking through independent operators within both buildings, They operate 24 hours per day, 7 days a week on a first come, first serve basis.
For More information, please visit parking.
Recommended accommodation
Vancouver Pan Pacific
999 Canada Pl #300, Vancouver, BC V6C 3B5
604-662-8111
$379 per night, plus tax
Mainstage 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.
Unfortunately, breakout sessions and the keynote aren't being recorded.
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 04/28/2025. You will receive a 50% refund, if you cancel before 5/09/2025, and no refunds for cancellations after 5/09/2025. 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.
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.