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
Ballroom Foyer
Tech theatre
Our mission at Intuit is to power prosperity for our customers worldwide, and our vision is to be the AI-driven expert platform, doing the heavy lifting for you. Join us for a look back at our product growth this past year, and learn about upcoming innovations and what they mean for you and your customers. We're talking about game-changing innovations that will help you keep pace and stay ahead of the curve. Join us in in Ballroom C - Main Stage to learn more.
Ballroom C
Speakers:
Puja Subrun
Gary Drysdale
Chris Beveridge
Nick Williams
Connect with our exhibitors and learn about the apps that support your business
Ballroom D
Tech theatre
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
Room 110
Speaker: Ingrid Himmelman
Audience: All
Level of Expertise: All
Learning Objectives:
1. Analyze complex client challenges and develop actionable strategies.
2. Use QuickBooks Online features to create customized solutions that boost client satisfaction.
3. Enhance advisory skills through case studies and collaborative problem-solving.
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.
Room 109
Speaker: Jennifer Bauldic
Audience: Firm partner/owner
Level of Expertise: All
Learning Objectives: Discover how to visualize progress and build momentum Identify the workflow that is impeding progress Learn to measure the ROI of your expenses
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.
Room 120
Speaker: Martha Banner
Audience: Firm partner/owner
Level of Expertise: All
Learning Objectives: Strategic hiring at various growth stages, create a scalable culture, avoid common growth pitfalls
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.
Room 117
Speaker: Chris Pop
Audience: All
Level of Expertise: All
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.
Room 117
Speaker: Tiffany Stewart
Audience: All
Level of Expertise: All
Learning Objectives: Gain practical ideas, valuable new contacts and a plan to stay connected and leverage your growing network for long-term success.
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.
Room 110
Speakers: Joelle Sater and Ricky Duquette
Audience: Operations/Bookkeeping Technicians
Level of Expertise: All
Learning Objectives:
1. Learn about what’s new in QuickBooks Online & QuickBooks Accountant
2. Run through real life business scenarios & how QuickBooks Online & QuickBooks Accountant can solve for them
3. End off with “Tips & Tricks” to make your and/or your client's work more efficient
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.
Room 120
Speaker: Chad Davis
Audience: All
Level of Expertise: All
Learning Objectives:
1. Learn when to use a custom GPT and why
2. Explore other AI tools on the market that can talk to sensitive/proprietary data
3. Learn how to build a financial analysis GPT and one that talks to your QBO data.
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.
Room 109
Speaker: Mike Libbey
Audience: Firm partner/owner
Level of Expertise: Intermediate
Learning Objectives:
1. Define key elements of a sustainable succession plan, including setting clear goals, fostering open communication, and establishing robust processes to ensure a smooth leadership transition.
2. Analyze the emotional and practical challenges of generational leadership changes and identify strategies to align personal aspirations with long-term business objectives.
3. Apply actionable steps and insights from real-world examples to create an effective succession plan that benefits both outgoing and incoming leaders.
Speaker: David Bergstein
Connect with your peers and learn about the apps that support your business
Ballroom D
Tech theatre
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.
Room 110
Speaker: Marnie Stretch
Audience: Operations/Bookkeeping Technicians
Level of Expertise: Beginner
Learning Objectives:
1. Discover how easy it is to immediately start using Books Review for your clients
2. Begin to imagine possibilities for creative customizations
3. Learn how to create scheduled reports
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
Room 109
Speaker: Kerry Smithies
Audience: All
Level of Expertise: All
Learning Objectives:
1. Recognize your strengths to focus on what you do best and serve clients effectively.
2. Create a simple framework to help you decide who you want to work with.
3. Set clear, strategic goals that guide your actions and help you stay on track.
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.
Room 117
Speaker: Winnie Hsu
Audience: Firm partner/owner
Level of Expertise: All
Learning Objectives:
After my session, the audience ( who are firm owners or team leaders ) will learn and get practical tips for :
1. How to build an entrepreneurial mindset within your company
2. How do you hold your staff accountable and responsible for their work?
3. How do you keep your staff happy and stay with your firm in the long term?
Speaker: David Bergstein
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.
Room 120
Moderator: Tiffany Stewart
1. Andrea Drake
2. Brad Zander
3. Jeff Murl
Audience: All
Level of Expertise: All
Learning Objectives:
1. No One-Size-Fits-All Path: The accounting profession offers diverse career paths, each with unique benefits and challenges. Whether choosing solo practice, building a team, or leading within a large firm, success is about aligning your career choice with your personal values, goals, and work-life balance.
2. Adapting to Change is Key: Across all paths, embracing innovation, technology, and evolving client needs is crucial for growth and sustainability. Understanding how to leverage tools and strategies relevant to your business model can position you as a trusted advisor in an ever-changing industry.
3. Defining Success on Your Terms: Success in accounting is not solely defined by firm size or revenue but by the ability to create a fulfilling and impactful career. Panelists will share actionable insights to help attendees evaluate their priorities and build a practice or career aligned with their vision for success.
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.
Room 109
Speaker: Tiffany-Ann Bottcher
Audience: Operations/Bookkeeping Technicians
Level of Expertise: Beginner
Learning Objectives:
1. Pinpoint Operational Inefficiencies: Learn how to use data to identify bottlenecks and inefficiencies in your workflows, enabling you to focus on high-impact areas for improvement.
2. Streamline for Scalability: Discover practical strategies to simplify processes and build systems that align with your team and client needs, creating a foundation for sustainable growth.
3. Measure Success with Data: Gain tools to track performance, measure progress, and ensure your operations continually support clarity, efficiency, and profitability.
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.
Room 117
Speakers: Atiba Lewis and Helina Patience
Audience: All
Level of Expertise: All
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.
Room 120
Moderator: Kimme Lafayette
Panelists:
1. Rachel Devine
2. Melanie Schroeder
3. Andrew Weinhardt
Audience: Firm partner/owner
Level of Expertise: Beginner
Learning Objectives:
1. How to identify your niche
2. Attract & retain clients in your niche
3. Command premium specialized pricing
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.
Room 110
Speakers: Joelle Sater and Tanis Young
Audience: Operations/Bookkeeping Technicians
Level of Expertise: Beginner
Learning Objectives:
After this session, attendees will be able to:
1. Define what you need to do and know before you migrate
2. Select the best way to migrate for you - DIY, Dataswitcher, Intuit Service Delivery team or PSB
3. Describe how to prepare your client (and their staff) for what happens after migration
Speaker: David Bergstein
Tech theatre
In this session, attendees will learn how to create compelling brands, optimize marketing spend, and develop sustainable strategies to grow their firms. Topics include crafting clear messaging, leveraging the right advertising channels and AI technology, and building professional visibility. This session combines high-level strategy with tactical steps, ensuring participants leave with an actionable plan to attract and retain clients while navigating the evolving marketing landscape.
Room 109
Speakers: Daria Malin and Amanda Chevrier
Audience: Firm partner/owner
Level of Expertise: All
Learning Objectives:
1. Fundamentals of branding and crafting messaging that connects with target markets.
2. Choosing and optimizing advertising platforms for better ROI using cost-effective strategies.
3. Leveraging AI marketing tools and measurable tactics to ensure ongoing success.
Speaker: David Bergstein
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.
Room 120
Moderator: Damion Wright
1. Channelle McNutt
2. Kirsha Campbell
Audience: Firm partner/owner
Level of Expertise: All
Speaker: David Bergstein
Join your peers for a conversation about building a successful firm from the ground up. You'll share your expertise, ask questions and learn from each other in an intimate setting.
Room 117
Speaker: Jason Ding
Audience: Firm partner/owner
Level of Expertise: All
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.
Room 110
Speaker: Ingrid Himmelman
Audience: Operations/Bookkeeping Technicians
Level of Expertise: Beginner
Learning Objectives:
1. Learn the customization of customer data fields and reports to meet specific business needs.
2. Utilize advanced analytics features for deeper insights and improved decision-making.
3. Explore tools for presenting complex data clearly, enhancing stakeholder communication.
Speaker: David Bergstein
Join us for an evening of celebration, networking and entertainment. Enjoy refreshments, build a team and test your skills at our VR station, challenge a friend to a game of giant Mario Kart or digital bowling, play some classic foosball or hit the dance floor. End the night with a keepsake at the photobooth and leave with a reminder of your MVP status.
Ballroom C
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
Ballroom Foyer
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.
Room 109
Moderator: Ingrid Himmelman
Panelists:
1. Teya Jensen
2. Amanda Mungal
3. Omar Visram
Audience: Firm partner/owner
Level of Expertise: All
Learning Objectives:
1. Understand how sales strategies and processes evolve at $1M, $2M, and $5M milestones.
2. Learn how to prepare your firm for the next stage of growth through effective workflows and investments.
3. Discover the importance of actively building referral networks and collaborating with peers to strategically manage your client base.
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.
Room 117
Speakers: Damion Wright & Channelle McNutt
Audience:
Firm partner/owner
Partner/Principal
Level of Expertise: All
Speaker: David Bergstein
This session explores the evolving skillsets for success in cloud accounting. We'll go beyond basic bookkeeping to discuss how to operationalize financial statements, translating numbers into actionable business insights for clients. Discover how current and future technology can help you achieve this.
Room 120
Moderator: Chris Bell
1. Ashely Fehr
2. Kristin Thompson
3. Jason Ding
Audience: Firm partner/owner
Level of Expertise: All
Learning Objectives: What is needed to address client expectations, how do we train team members, and how does this help your business and the team members too
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.
Room 110
Speakers: Joelle Sater and Ricky Duquette
Audience: Operations/Bookkeeping Technicians
Level of Expertise: All
Learning Objectives:
1. Learn about what’s new in QuickBooks Online & QuickBooks Accountant
2. Run through real life business scenarios & how QuickBooks Online & QuickBooks Accountant can solve for them
3. End off with “Tips & Tricks” to make your and/or your client's work more efficient
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
Room 110
Speaker: Ingrid Himmelman
Audience: All
Level of Expertise: All
Learning Objectives:
1. Analyze complex client challenges and develop actionable strategies.
2. Use QuickBooks Online features to create customized solutions that boost client satisfaction.
3. Enhance advisory skills through case studies and collaborative problem-solving.
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.
Room 109
Speaker: Bev Flanagan
Audience:
Firm partner/owner
Partner/Principal
Level of Expertise: All
Learning Objectives:
1. Master Social Media Strategies: Learn how to create compelling content, increase visibility, and engage effectively across platforms like LinkedIn, Instagram, and Facebook.
2. Turn Connections Into Clients: Discover how to leverage social media to build trust and convert online interactions into real business opportunities.
3. Time Saving Tools and Tips: Walk away with actionable strategies and tools to streamline your social media efforts, avoid common mistakes, and boost your impact.
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.
Room 117
Speaker: Kerry Smithies
Audience:
Firm partner/owner
Partner/Principal
Level of Expertise:
Beginner
Intermediate
Learning Objectives:
1. Validation and Connection: Participants will leave with a sense of relief and connection, knowing they’re not alone in their struggles and that others share similar challenges in their bookkeeping journey.
2. Insight into Challenges: Participants will gain clarity on the common hurdles faced by fellow bookkeepers, helping them recognize and articulate their own challenges more effectively.
3. Pathways to Solutions: Participants will walk away with a shared sense of direction, informed by group discussions, that could guide future strategies, solutions, or resources for overcoming burnout and building sustainable practices.
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.
Room 120
Speaker: Rachel Devine
Audience:
Operations/Bookkeeping Technicians
Firm partner/owner
Level of Expertise: All
Learning Objectives:
1. Understand the importance of an effective client onboarding process. Learn key strategies for setting clear expectations and building rapport with clients. Explore how to personalize the onboarding experience to meet each client's specific needs.
2. Develop effective communication techniques to foster trust and clarity.
3. Learn how to create a positive first impression and set clients up for long- term success.
Speaker: David Bergstein
Jade Simmons
Grab a seat and get inspired by keynote speaker Jade Simmons, maverick concert artise and CEO of Jade Media Global.
Ballroom C
Connect with your peers and learn about the apps that support your business
Ballroom D
Tech theatre
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.
Room 120
Moderator: Chad Davis
1. Chris Pop (Ridgewood)
2. Andrew Coutts
Audience: All
Level of Expertise: All
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.
Room 117
Speaker: Joelle Sater
Audience: Operations/Bookkeeping Technicians
Level of Expertise:
All
Beginner
Speaker: David Bergstein
AI is further changing the depth and quality of insight and assistance we can expect from software tools. We will present Intuit’s vision for AI Agents and how they will transform QB and IES, and specifically the way Business Intelligence will evolve in our product offerings
Room 109
Speaker: Alon Amit
Audience: All
Level of Expertise: All
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.
Room 110
Speaker: Atiba Lewis
Audience: Operations/Bookkeeping Technicians
Level of Expertise: Intermediate
Learning Objectives:
By the end of this session, attendees will be able to:
1. Track projects with precision using tools that provide visibility into profitability, budgets, and timelines.
2. Automate bill approvals to reduce bottlenecks, improve compliance, and free up time for higher-value work.
3. Incorporate time tracking to ensure accurate billing, job costing, and resource allocation.
4. Translate project data into insights that drive smarter decisions and deliver more value to clients.
Speaker: David Bergstein
Join Chad Davis of AutomationTown and LiveCA for an interactive "Ask Me Anything" session focused on AI's impact on accounting and bookkeeping. This isn't a lecture; it's your chance to get your most pressing AI questions answered in an informal, peer-to-peer setting. Whether you're curious about new tools, concerned about job changes, or eager to explore fresh opportunities, come prepared to participate and gain a clearer understanding of how AI is reshaping our profession.
Room 109
Speaker: Chad Davis
Co-Founder, LiveCA & AutomationTown
Speaker: David Bergstein
AI is further changing the depth and quality of insight and assistance we can expect from software tools. We will present Intuit’s vision for AI Agents and how they will transform QB and IES, and specifically the way Business Intelligence will evolve in our product offerings
Room 110
Speaker: Alon Amit
Audience: All
Level of Expertise: All
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.
Room 120
Moderator: Helina Patience
1. Katrina German
2. Winnie Hsu
3. Kirsha Campbell
Audience: All
Level of Expertise:
Intermediate
Advanced
Learning Objectives: Understand the evolution of leadership styles over time. Identify strategies for effective and inclusive leadership today. Learn practical ways to build motivated teams that deliver results.
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.
Room 117
Speaker: Kerry Smithies
Audience: All
Level of Expertise: All
Speaker: David Bergstein
Connect with your peers and learn about the apps that support your business
Ballroom D
Tech theatre
We're bringing back our fan favourite QuickBooks Tips & Tricks session in a BIG way. Join us on the main stage at 3:45 pm to see the showdown between our Pro Advisors and our Intuit team and cast your vote for the best QuickBooks tip.
Ballroom C
HOST: Sarah Corley
Panelists:
1. Tania Franolic
2. Joelle Sater
3. Atiba Lewis
4. Tanis Young
5. Ricky Duquette
6. Rachel Devine
Agenda topics and timing are subject to change.
Breakouts have limited capacity and are available on a first come, first served basis
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
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.
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.