Community Search
CPB Certification   |   Annual Conference   |   Print Page   |   Contact Us   |   Sign In   |   Join IPBC
Wednesday September 27 - 9:00 AM - 4:15 PM
Share |

 

 

Intuit Sessions - 9:00 AM - 4:15 PM

Your Firm is a Valuable Asset
You've worked hard to build a brand, a roster of clients, and trained your employees to deliver great results. So have you considered that your firm is a valuable asset to the right buyer? We'll talk through the implications that technology has on the value of your practice, and deliver practical insight into how you can increase the value of your life's work.

Presented by Andrew Wall

Andrew is a Chartered Professional Accountant and a Certified Management Accountant with over 17 years in accounting and IT development. He is the founder of Wallcpa.ca, a cloud-based accounting firm focused on helping small businesses. WallCPA.ca has been recognized by Intuit Canada as a “firm of the future” and has been featured on the “website firmofthefuture.ca”. It has been ranked as one of the top 100 cloud brands in the world (onalytica.com) and he has been recognized as one of the top 50 cloud accountants in North America two years in a row (hubdoc.com).  Andrew is passionate about the cloud. His first experience with cloud accounting was as a developer on one of the first cloud-based accounting applications. In 1999, he and a team of developers applied for a patent on web-based software which enabled accountants to work with offshore resources. As a result of this work, Andrew appeared on the CBC television show “Venture”, and was invited to speak at the International Trade Centers executive forum on global outsourcing.

 

The Top Apps for any Bookkeeping Firm

Technology shouldn't just be making your clients' lives better - it should make your own life better, too! Join Intuit as we take you through the top Apps that will help to save you time and make your firm more profitable.

Presented by TBA

 

Why Adding Tax to your Repertoire is a Good Idea

Are you allergic to tax? You're putting yourself at risk and missing out on revenue opportunities. Tracy will take you through why adding tax to your repertoire is great for business - and why you shouldn't be intimidated.

Presented by Tracy Lampron, CPB

Tracy has been a Certified Professional Bookkeeper (CPB) since 2012. She is also an Advanced Certified QuickBooks Online ProAdvisor, as well as a ProAdvisor for Quickbooks Desktop. Her experience in the financial industry for over 20 years makes her a perfect fit for any individual or business seeking assistance in managing their company finances. In 2007, Tracy left a traditional 9-5 job to start Lampron Bookkeeping Services. With her first client, she knew she wanted to help people do what they love to do - without worrying about "the books". She believes that providing businesses with the support they need, meeting with them regularly to discuss their future plans, giving them the financial knowledge they need to grow their business, teaching them the importance of staying government compliant, and showing them where they can save money, are all essential elements of a great bookkeeper.  Over the past 4 years, Tracy has strived to use Cloud technology to make her business as paperless as possible. Her clients benefit from this by having direct and secure access to their documents online, and it allows her to provide them with more value-added services, rather than sorting through mounds of receipts.

 

Top 5 Tax Tips for Tax Year 2017

It is never too early to start preparing for tax season! Join Susan as she talks about five important tax tips you need to know, as you prepare for next season.

Presented by Susan Watkins

Susan’s career began in cash management for a large insurance company, which blossomed into exciting positions in financial analysis and controllership.  After many years of education, she chose not to complete the new CPA program, but rather to work closely with small businesses as their accounting professional day to day - instead of just once or twice a year.  She has been on an exciting road since she left Bay Street in 2011 to go out on her own, and loves that with each year her business grows that she gets to meet so many amazing business owners, colleagues and industry partners.

 

What’s New in QuickBooks Desktop Editions

Join us as we discuss this year's most important additions to the QuickBooks Desktop program, including QuickBooks Enterprise.

Presented by Esther Friedberg Karp

Esther is an internationally renowned trainer, writer, business consultant and speaker who was named “Top International ProAdvisor” as one of the Top 10 QuickBooks ProAdvisors in the world.

Based in Toronto, Esther has the unique distinction of holding ProAdvisor certifications in the United States, Canada and the United Kingdom. She has authored materials and delivered educational and certification courses for Intuit in those countries, as well as Australia, where she conducted live QuickBooks Online training. She has spoken at Scaling New Heights, the Sleeter Conference, QuickBooks Connect, and other conferences, and has written countless articles for Intuit Global. Esther is relied upon by her clients from around the world, as well as accounting professionals who seek her out on behalf of their own clients for her expertise in various countries’ editions of QuickBooks Desktop and Online, and for her talent in customizing QuickBooks usage for different industries. She holds a BSc from the University of Toronto in Actuarial Science and Mathematics, and an MBA in Marketing in Finance from York University’s Schulich School of Business.

 

Onboarding your First QBO Client

Are you interested in starting your own QuickBooks Online practice and not sure how to gain clients and build your firm? Join us as we share some of the best methods on how to select and attract your first QuickBooks Online client.

Presenter TBA

 

The QuickBooks Online Roadmap

Join Scott as he tells you about all of the latest big changes in Canada's most popular cloud bookkeeping software. He'll also talk about our vision for where we're going in the not-so-distant future, including Artificial Intelligence, Wearables and more!

Presented by Scott Zandbergen

Scott is a 20-year veteran of the accounting software industry. He now leads Intuit’s marketing efforts for their Canadian professional tax software division and represents the “voice of accountants and bookkeepers” on the Canadian senior leadership team. While his experience has spanned across various organizations, Scott has always remained dedicated to accountants and bookkeepers, leveraging his knowledge of accounting technology as well as the small business market to empower these professionals.  Scott lives in Georgetown, along with his wife and their two daughters.


Sage Sessions - 9:00 AM - 4:15 PM


Spend the day with Sage and get deep product knowledge – and have a lot of fun! In this full-day session, Mark Hubbard and Ed Mortimer will give real-life training scenarios on how to get new and desktop clients up and running on Sage One. Not only will we cover the core product elements, we’ll also get into the bells and whistles! By the end of this day you’ll be prepared to write the complimentary Sage One Certification.

What do you need?

 ·   You need to bring your own laptop!

 ·   Updated Browser (Chrome, Firefox, Edge)

 ·   Laptop needs to be able to connect to public Wi-Fi

 

Core Sage One Product Training

 System Login Credentials and Materials
This is a hands-on session. We’ll help you get ready for the day with pre-set login credentials and training materials.

 
Collaborating with Customers and the Basics of Setup
Learn how to import customer and vendor records, create new records and accounts and enter opening balances.

 
Bank Feeds and Reconciliations
Connecting your Sage One solution to banks and credit card providers will automate your data entry and make reconciliations a breeze. Learn how to maximize your time.

Creating Invoices and Getting Paid
Sage One is a usability dream. Learn first-hand how to create invoices and credit notes, and how to accelerate cash-flow with integrated payments from Sage Payment Solutions and PayPal.

 Reporting and Core Financials
Now that you’re well-versed on getting the data in, learn what reports are available in Sage One, and what modifications and customizations are possible.

 

*After this portion of the day, all participants will be provided a link to take the Sage One Certification exam at their convenience.

 Now that you have the basics, lets kick it up a notch!

 
Integrations between Sage One and Sage 50
If you have bookkeeping customers who do their own invoices, while you manage the rest of their financials, integration may be the solution for you! Learn how Sage One transactions can sync to a Sage 50 database to increase collaboration between you and your bookkeeping clients.

 
The Bells and Whistles!
Learn about Pegg, the first ever accounting chat bot that’s taking the world by storm! Need an office admin? Pegg is just the bot for the job. Also in this session, learn more about mobility and some of the awesome ISV integrations available for Sage One users.


 

 

 

About

Events

Benefits

Join IPBC

Value Pricing

Contact Us

Mission Statement

Webinars

CPB Certification

Overview

Black Swan Project

1-866-616-4722

Board of Directors

Regional Meetings

Member Offers

Who Should Join

Black Swan Blogs 

Membership Inquiries

Code of Conduct

Annual Conference

Benefits

Testimonials

Black Swan Alumni

General Inquiries

Privacy

 Award Ceremonies

Member Links

FAQ


CPB Certification



Resource Links



Code of Ethics Complaints


6 - 6150 Highway 7,- Suite 418, - Woodbridge, ON - L4H 0R6  1-866-616-4722   |   info@ipbc.ca