Get the latest COVID-19 news for your firm. 

Join us August 18-19 for a complimentary virtual conference with free CPE credits.

Image Alt Text
 

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.


Image Alt Text

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

Image Alt Text

Connect with industry and thought leaders in our live chat.

Image Alt Text

Network with peers and trainers in the virtual Connect Lounge.

Image Alt Text

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

 

See who's headlining the event

Jasen Stine

Tax and Accounting Education Leader
Intuit Accountants

Jasen has been in the tax and accounting industry for over 20 years and is responsible for setting training and education strategies at Intuit. He is a thought leader, writer, and speaker on the fourth industrial revolution and the impact of artificial intelligence (AI) on the profession. A published author in Accounting Today and in Intuit’s Tax Pro Center, he also recently implemented Natural Language Processing technology in Intuit’s educational programs that is currently pending patent.

Keynote Session:

Empower Your Firm with the Intuit Ecosystem

Wednesday, August 18, 2021
10:00–10:20 AM CT

Jasen Stine, Intuit’s Training and education leader for the tax and accounting profession at Intuit, 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.

See more

Darren Root, CPA CITP, CGMA

General Manager
Rootworks

Darren is the general manager of Rootworks—a leader in firm improvement for the accounting profession. Having managed his own CPA firm for more than 30 years, Darren’s vast accounting experience is rivaled only by his passion for helping firm owners modernize and transform their practices into thriving, sustainable enterprises. His real-world experience and innovative ideas help tax and accounting professionals build their own highly profitable and technologically savvy firms.

Keynote Session:

The Modern Firm®

Wednesday, August 18, 2021
3:10–3:30 PM CT

Darren will discuss the core elements that make up a modern firm—that is, one that is high-performing, profitable and scalable. In this session, Darren will provide deeper insight on the value of working within a cloud-based tech stack, creating digital end-to-end processes that support on-demand collaboration with clients and simplify operations, serving ideal clients proactively with “off-the-shelf” products, and cultivating a healthy culture. Tune in to see all that's involved in running your own modern firm.

See more

Jorge Olavarrieta

Vice President, Product and Design
Intuit Accountants

Jorge has 25 years of experience working hand-in-hand with tax and accounting professionals to deliver solutions that help serve their clients and grow their business. He is passionate about Intuit’s mission to Power Prosperity Around the World, and is a strong advocate for leveraging data to automate compliance and enable advisory services. He is dedicated to innovating advisory and productivity solutions for professionals to improve the financial lives of their clients.

Keynote Session:

Enabling the Firm of the Future

Thursday, August 19, 2021
10:00–10:20 AM CT

The services you offer, how you do your work, how you work within your office, and the manner in which you engage your customers are all rapidly evolving. What can you do to adapt and adjust to changing client expectations? How can you set up your firm to deliver on your clients' needs and to future proof your firm? This session will discuss macro industry trends and will provide an overview of the products and resources Intuit is providing to help you on your journey toward becoming a firm of the future.

See more

 

 AGENDA 

Plan your daily schedule

DAY 1 — AUGUST 18

Total CPE available: 4

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—

1:50 PM CT

CPE
CE

1:50 PM—

2:10 PM CT

20-Minute Break

Visit our exhibitors’ booths in our virtual Exhibit Hall

CPE
CE

CPE
CE

CPE
CE

CPE
CE

CPE
CE

2:10 PM—

3:10 PM CT

CPE
CE

CPE
CE

CPE
CE

CPE
CE

3:10 PM—

3:30 PM CT

KEYNOTE

from ,

DAY 2 — AUGUST 19

10:00 AM—

10:20 AM CT

KEYNOTE

from ,

Choose one session per time slot below.

10:20 AM—

10:25 AM CT

5-Minute Break

10:25 AM—

11:10 AM CT

CPE
CE

CPE
CE

11:10 AM—

11:20 AM CT

10-Minute Break

11:20 AM—

12:05 PM CT

CPE
CE

12:05 PM—

12:25 PM CT

20-Minute Break

12:25 PM—

12:55 PM CT

CPE
CE

12:55 PM—

1:00 PM CT

5-Minute Break

1:00 PM—

1:20 PM CT

CPE
CE

CPE
CE

1:20 PM—

1:30 PM CT

10-Minute Break

1:30 PM—

2:15 PM CT

CPE
CE

CPE
CE

CPE
CE

CPE
CE

CPE
CE

CPE
CE
EVENT

from ,

 
·
·
·
·

Share this conference with your peers:

#levelupwithintuit

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!

Image Alt Text

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

Image Alt Text

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