Get the latest COVID-19 news for your firm. 

On-demand through August 1, 2022

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Join the free virtual conference experience

Connect with tax and accounting experts and peers in our interactive conference space to learn and earn CPE credits, all from the comfort of your home or office.

 

Discover more conference benefits

Take an immersive tour of our easy-to-use, virtual event space as you meet with leaders and peers—all from your browser on your desktop or mobile devices.


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Earn badges for joining sessions, meeting exhibitors, and more.

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Connect with industry and thought leaders in our live chat.

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Network with peers and trainers in the virtual Connect Lounge.

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Visit booths and learn more about the products in our virtual Exhibit Hall.

Plus: Get special discounts when you attend, including 50% off Intuit Practice Management, 50% off Hosting for Lacerte or ProSeries, and more.

 

See who's headlining the event

Jasen Stine

Tax and Accounting Education Leader
Intuit

CPE not available for on-demand viewing

Keynote Session:

Virtual Conference Kickoff

Day 1 opening keynote

Jasen Stine, Intuit’s Training and Education Leader for the Tax and Accounting Profession will kick-off this conference with the opening keynote about the importance of proactively looking at firm tools and workflows and how leading firms think about this area of their business. You will also get oriented to the conference and understand how to get your CPE.

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Darren Root

Founder & Chief Strategist
Rootworks

CPE not available for on-demand viewing

Keynote Session:

Smart Client & Team Management

Day 1 closing keynote

Now is the time to take control of your business model and create an irresistible place to work for your team. It's time for smarter client management in your firm. Hone in on your best clients, simplify your product offerings, surface insights around your client data, and get the most out of the relationships you have with your ideal clients, all while elevating your team and providing them with a great place to work.

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Jorge Olavarrieta

Vice President of Product Management & Design
Intuit

CPE not available for on-demand viewing

Keynote Session:

Automating Tax Compliance & Advice - Helping Your Firm & Clients Succeed

Day 2 opening keynote

During this keynote, Jorge Olavarrieta, Vice President of Product Management and Design for Intuit's ProConnect group will give an overview of how Intuit tax products are leveraging data to automate tax advice and tax preparation. Learn more about how the tools you use, the skills you build, and the processes you implement within your firm can help you adapt and thrive to expand beyond compliance.

See more

 

 AGENDA 

Plan your daily schedule

DAY 1

10:00 AM—

10:20 AM CT

KEYNOTE

from ,

10:20 AM—

10:30 AM CT

10-Minute Coffee Break

Meet fellow attendees in our virtual Networking Lounge

10:30 AM—

11:30 AM CT

CPE
CE

11:30 AM—

11:50 AM CT

20-Minute Break

Visit our exhibitors’ booths in our virtual Exhibit Hall

11:50 AM—

12:50 PM CT

CPE
CE

12:50 PM—

1:10 PM CT

20-Minute Break

1:10 PM—

2:10 PM CT

CPE
CE

2:10 PM—

2:15 PM CT

5-Minute Break

2:15 PM—

3:15 PM CT

CPE
CE

3:15 PM—

3:20 PM CT

5-Minute Break

3:20 PM—

3:40 PM CT

KEYNOTE

from ,

DAY 2

10:00 AM—

10:20 AM CT

KEYNOTE

from ,

10:20 AM—

10:30 AM CT

10-Minute Break

10:30 AM—

11:30 AM CT

CPE
CE

11:30 PM—

11:50 PM CT

20-Minute Break

11:50 AM—

12:50 PM CT

CPE
CE

12:50 PM—

1:10 PM CT

20-Minute Break

1:10 PM—

2:10 PM CT

CPE
CE

2:10 PM—

2:15 PM CT

5-Minute Break

2:15 PM—

3:15 PM CT

CPE
CE

3:15 PM—

3:20 PM CT

5-Minute Break

3:20 PM—

3:40 PM CT

EVENT

Closing Remarks

from Jasen Stine, Intuit’s Training and Education Leader for the Tax and Accounting Profession

DAY 3

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Don't wait to save your spot

Get insights into workflows and tools to power prosperity for you and your clients, and build stronger foundations of collaboration in your firm, no matter your firm size. Join us as we prepare for the future of firms like yours!

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Stay in the know and at the forefront

Gain insights into industry trends, news, tips, and more on our free resource that focuses on topics that matter most to you.

Visit the Tax Pro Center

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Learn from the experts at free webinars

Hear the latest best practices, watch product demos, and get must-know info at dynamic sessions created around your needs.

See the webinar schedule for:

ProConnect | Lacerte | ProSeries