Download the Digital Brochure




CPE credits are offered.

Track: Technology

Monday, November 3, 2014

9:10 a.m. - 10:00 a.m.
The Smart Back Office: Leveraging Web 2.0 Technology to Automate the Back Office (CS)
Stephen King, CEO/President, GROWTHFORCE

In this session, you’ll learn how today's businesses are automating their entire back office using Web 2.0 tools, and how this will make a significant difference to your client's management and financial operations.Stay ahead of the curve by getting insight into the latest technologies that are changing the way accountants work, as well as which new QuickBooks integrations will make your life easier and your information more reliable. You'll also discover which new technologies you need to adopt in order to create a fully automated Smart Back Office.

12:00 p.m. - 1:00 p.m.
Panel: Into the Cloud (CS)
Danielle Lee, Editor-in-Chief, ACCOUNTING TECHNOLOGY
Gregory LaFollette, CPA, CITP, CGMA, Strategic Advisor, CPA.COM
Jim McGinnis, Leader and VP, Accountant and Advisor Group, INTUIT
Jim Secord, CEO, KASHOO
Jamie Sutherland, U.S. President, XERO
Jennifer Warawa, VP & General Manager, Sage Accountant Solutions, SAGE

Whether you want to grow your business by adding clients or by expanding your service offerings, the cloud can help you hit your targets for 2014 and beyond, helping with coordination, collaboration, decreasing time and money spent on IT issues, security and reliability. In this session you will learn how the cloud can help you streamline your business processes with anytime, anywhere access, find flexibility in your work flow grow your business.

2:45 p.m. - 3:35 p.m.
Data Security in the Cloud (CS)
Julie Pierce, VP & General Manager, GRUNTWORX LLC

In the wake of high-profile data breaches and security defects, this session will help firms set expectations on how safe their data is in the cloud, learn how to choose a cloud vendor, and find out how to keep their firm's sensitive data safe from security breaches.

3:40 p.m. - 4:30 p.m.
Panel: Goin’ Mobile (CS)
Panelist: Brian Saunders, CEO, BIGTIME SOFTWARE, INC.

The mobile revolution has changed the way accountants practice, and created new opportunities for profit and efficiency. This panel will look at how firms can reap the rewards of going mobile.

Tuesday, November 4, 2014

10:45 a.m. - 11:35 a.m.
Disruptive Technologies: Catching the Wave (CS)
Gregory LaFollette, CPA, CITP, CGMA, Strategic Advisor, CPA.COM

This session will examine the multitude of "disruptive technologies" that are destroying some of our clients¹ traditional business models while simultaneously creating amazing new opportunities for others. As a trusted advisor, you need to understand these threats and be ready to help your clients not only survive but also thrive in the face of this upheaval.

11:40 a.m. - 12:30 p.m.
Document Retention and Privacy Laws (CS)
Matt Peterson, CEO and President, EFILE CABINET

Retention basics: What should you keep and for how long?What about HIPAA and medical records? What is personally identifiable information? What is the Gramm-Leech-Bliley Act and why should you care? How do you protect yourself and your business, and how do you get started? All that and more will be covered in this session.