Program and Agenda

Seminars/Upcoming events

Day one, 10:00 am to 5:00 pm

10:00 - 11:00 am General Session - Mike Tobiason

Managing Risk: Looking Under Your Hood
In many ways, accounting functions are the engine that keeps your organization running smoothly. Come learn about internal controls, the “wires” that connect processes and procedures to help minimize the likelihood of fraud, guard against identity theft, and responsibly manage risk.

11:00 - noon General Session - Plug in to the Power
The QuickBooks Wizards will kick off the conference by offering hints, tips, shortcuts, and options that will help you utilize the software’s incredible functions and features. Join us for this session and learn what it takes to become a QuickBooks power user!

Noon to 1:00 pm Buffet Lunch

1:00 - 2:15 pm Breakout Sessions

Tricky Transactions in Accounts Receivable
Accurately recording income is imperative to the success of your business. This session will focus on properly handling challenging transactions in accounts receivable: writing off bad debt, recording bounced checks, dealing with overpayments and underpayments, etc.

The Nuts and Bolts of Payroll
Uncover the powerful capabilities found in QuickBooks payroll! From start to finish, QuickBooks payroll gives you the tools you need to complete your payroll and avoid common errors. This session will also include information on the different payroll subscriptions available.

2:15 - 2:30 pm Break

2:30 - 3:30 pm Breakout Sessions

Enhance Your Basic Accounting Knowledge
This session will define and illustrate how QuickBooks can help you follow the six basic principles of accounting: reporting, reliability, comparability, cost, revenue, matching. We’ll also cover the proper use of account types and how to read balance sheets and income statements.

Flip the Switch to Advanced Reporting
You’ve been entering data into QuickBooks for some time now. Are you getting the information you need back from it? Is the information meaningful? Does it help in other parts of your business? This session will teach you how to get important, meaningful data from QuickBooks.

3:30 - 3:45 pm Break

3:45 - 5:00 pm Breakout Sessions

Power Tools for Users
Come to this session and see some of the powerful tools available to extract, import and analyze QuickBooks data outside of QuickBooks. Learn how you can easily use other software tools such as QODBC (QuickBooks Open Database Connectivity) and SDK (Software Development Kit) to produce the additional information your organization needs.

Cafeteria Plans: A Different Kind of Power
Want to plug in to a different kind of power? Come to this session to learn how a well-designed Cafeteria Plan for employee benefits can be a powerful tool for attracting and retaining the best talent in today’s tight labor market. A responsive flexible benefits package sends a powerful message to both current and potential employees; come learn how to get started.

RETURN TO SEMINARS / UPCOMING EVENTS PAGE.

***************************************************************

Day TWO, 8:00 am to 3:30 pm

8:00 - 9:15 am Breakout Sessions

What Can QuickBooks Do for Your Non-Profit?
As a non-profit, your organization has some unique accounting needs. Come to this session and learn how to use QuickBooks to track donations (monetary, in-kind, restricted, and unrestricted) and pledges, as well as expenses. We’ll also cover how to track grants and special project fund income and expenses.

QuickBooks Third Party Products
Do you need a more sophisticated inventory system? What about credit card processing or entering timesheets online? Plug in to the power of third party products! In this session, we’ll demonstrate QuickBooks Point of Sale and Merchant Services and show you some of the hundreds of industry-specific products that can be integrated with QuickBooks.

9:15 - 9:30 am Break

9:30 - 10:30 am Breakout Sessions

QuickBooks: The Contractor’s Power Tool
The power of the contractor edition is in obtaining a true picture of gross profits. Join us for this session and discover ways to allocate your overhead and labor burden. Come and learn best practices for utilizing items, classes, and chart of accounts for proper job costing and how to use the purchase order feature to control subcontractor bids.

Flip the Switch to Advanced Reporting
You’ve been entering data into QuickBooks for some time now. Are you getting the information you need back from it? Is the information meaningful? Does it help with other parts of your business? This session will teach you how to get important, meaningful data from QuickBooks.

10:30 - 10:45 am Break

10:45 - noon Breakout Sessions

Keeping the Power On: Safeguarding Your Data Files
Your QuickBooks files contain critical information about your business and its employees. Do you know how to manage and properly protect these files? Come to this session and learn the differences between file types, how to back up and restore files, how to clean up and rebuild damaged company files, and how to share data and access it remotely.

Tricky Transactions in Accounts Payable
Accurately recording expenses is crucial to the bottom line of your organization. This session will teach you how to account for such things as voiding prior period checks, recording employee purchases, handling debit cards and petty cash, and other tricky accounts payable transactions.

Noon - 1:00 pm Buffet Lunch

1:15 - 2:15 pm Breakout Sessions

Improving Communication within Your Organization
The quality of communication within your organization can significantly impact—either positively or negatively—organizational unity, organizational culture, trust in leaders, recruitment and retention, and your organization’s reputation. Join us for this session and learn key principles that will significantly improve your internal communication.

Integration with Microsoft Products
Come learn how to synchronize vendor and customer information with Outlook contacts, how to create letters and labels for customers, vendors, and employees, and how to spool data to Excel and use features that group, outline and filter data. Don’t miss this session!

2:15 - 2:30 pm Break

2:30 - 3:30 pm General Session - Mike Tobiason

Healthy Now, Healthy Tomorrow: Protecting the
Future of Your Business
Seeing the business continue to prosper after handing over the keys to someone else is the dream of most owners. Realizing that dream takes careful planning. Come to this session and learn about exit strategies, succession plans, personal financial planning, and key documents that need to be in place to protect the future of your business.

Questions about the conference? Please e-mail Irene Bushnell or call her at 406.442.1040.

RETURN TO SEMINARS / UPCOMING EVENTS PAGE.