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.
Earn badges for joining sessions, meeting exhibitors, and more.
Connect with industry and thought leaders in our live chat.
Network with peers and trainers in the virtual Connect Lounge.
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.
Tax and Accounting
Education Leader
Intuit
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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Founder & Chief Strategist
Rootworks
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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Vice President of Product Management & Design
Intuit
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.
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What's New in Lacerte
Cost: Free
Recommended CPE: 1
Recommended CE: 1
Who should attend:
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Description
Objectives
What's New in Lacerte
Cost: Free
Recommended CPE: 1
Recommended CE: 1
SPEAKER
SUMMARY
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Meet fellow attendees in our virtual Networking Lounge
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Closing Remarks
from Jasen Stine, Intuit’s Training and Education Leader for the Tax and Accounting Profession
My first time at an Intuit Accountants virtual conference was so much more than I expected. Excellent program and amazing online graphics and videos!”
Barbara Stone, iTHINK Financial
The Intuit Accountants virtual conference was put together really well. I really enjoyed the digital platform, and I made some great connections with some of the fellow attendees that I'm confident will prove invaluable.”
Jennifer Kaifesh, Jennifer K. & Associates
My first time at an Intuit Accountants virtual conference was so much more than I expected. Excellent program and amazing online graphics and videos!”
Barbara Stone, iTHINK Financial
The Intuit Accountants virtual conference was put together really well. I really enjoyed the digital platform, and I made some great connections with some of the fellow attendees that I'm confident will prove invaluable.”
Jennifer Kaifesh, Jennifer K. & Associates
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