THE AGE OF THE BOOKKEEPER

Day 1 - October 20
Pacific Time Mountain Time Central Time Eastern Time Total CPE Available: 3 credits
Networking Lounge and Exhibit Hall Open
8:00 - 8:15am 9:00 - 9:15am 10:00 - 10:15am 11:00 - 11:15am
15 min
Kick Off: Conference tour, review the agenda, and event best practices
8:15 - 8:30am 9:15 - 9:30am 10:15 - 10:30am 11:15 - 11:30am
(15 min) - NO CPE
Networking Lounge and Exhibit Hall Open
8:30 - 8:45am 9:30 - 9:45am 10:30 - 10:45am 11:30 - 11:45am
15 min

Financial Reports
8:45 - 9:45am 9:45 - 10:45am 10:45 - 11:45am 11:45 - 12:45pm
(60 min) 1 CPE
Networking Lounge and Exhibit Hall Open
9:45 - 10:00am 10:45 - 11:00am 11:45 - 12:00pm 12:45 - 1:00pm
15 min

Transaction Entry
10:00 - 11:00am 11:00 - 12:00pm 12:00 - 1:00pm 1:00 - 2:00pm
(60 min) 1 CPE

BREAK, Networking Lounge and Exhibit Hall Open

11:00 - 11:30am 12:00 - 12:30pm 1:00 - 1:30pm 2:00 - 2:30pm
30 min

Your Tools
11:30 - 12:35pm 12:30 - 1:35pm 1:30 - 2:35pm 2:30 - 3:35pm
(65 min) 1 CPE

Networking Lounge and Exhibit Hall Open

12:35 - 12:50pm 1:35 - 1:50pm 2:35 - 2:50pm 3:35 - 3:50pm
15 min
 THE AGE OF THE BOOKKEEPER
Day 2 - October 21
Pacific Time Mountain Time Central Time Eastern Time Total CPE Available: 4.5 credits
Networking Lounge and Exhibit Hall Open
8:00 - 8:15am 9:00 - 9:15am 10:00 - 10:15am 11:00 - 11:15am
15 min

Assess and Impress Clients

8:15 - 9:15am 9:15 - 10:15am 10:15 - 11:15am 11:15 - 12:15pm
(60 min) 1 CPE

Networking Lounge and Exhibit Hall Open

9:15 - 9:30am 10:15 - 10:30am 11:15 - 11:30am 12:15 - 12:30pm
15 min

The Accounting Lifecycle

9:30 - 11:15am 10:30 - 12:15pm 11:30 - 1:15pm 12:30 - 2:15pm
(105 min) 2 CPE

Networking Lounge and Exhibit Hall Open

11:15 - 11:45am 12:15 - 12:45pm 1:15 - 1:45pm 2:15 - 2:45pm
30 min

Intro to Apps
11:45 - 1:15pm 12:45 - 2:15pm 1:45 - 3:15pm 2:45 - 4:15pm
(90 min) 1.5 CPE

Networking Lounge and Exhibit Hall Open

1:15 - 1:30pm 2:15 - 2:30pm 3:15 - 3:30pm 4:15 - 4:30pm
15 min

Ask the Advisor - Appy Hour

1:30 - 2:15pm 2:30 - 3:15pm 3:30 - 4:15pm 4:30 - 5:15pm
(45 min) NO CPE
Networking Lounge and Exhibit Hall Open
2:15 - 2:30pm 3:15 - 3:30pm 4:15 - 4:30pm 5:15 - 5:30pm
15 min
 COURSE DESCRIPTION AND LEARNING OBJECTIVES

THE AGE OF THE BOOKKEEPER

VIRTUAL CONFERENCE: OCTOBER 20-21, 2020

Following Courses:
Course Level: Basic
Course Length: Varies (see below)
Prerequisites: None
Delivery Method: Group-live internet
Field of Study: Non-Technical – Computer Software and Applications
CPE: Varies (see below)

KICK OFF: 15 minutes – 0 CPE

During this short session, we will talk you through the virtual conference platform, share
best practices to get the most out of your experience and review the agenda.

FINANCIAL REPORTS: 60 minutes – 1 CPE

In this session, you will learn how to interpret key financial reports to evaluate the financial
health of clients. After completing this session, you will be able to:
• Understand the Profit & Loss, Balance Sheet and Statement of Cash Flows
• Learn the importance of the bookkeeper’s role in financial reporting

TRANSACTION ENTRY: 60 minutes – 1 CPE

In this session, you will learn about double-entry accounting, how it works on a
transaction level and the effects on key financial reports. We will also cover how
QuickBooks Online cash and accrual transactions affect cash and accrual reporting. After
completing this session, you will be able to:
• Define double entry accounting
• Understand effect of transactions on financial reports

YOUR TOOLS: 65 minutes – 1 CPE

Learn how apps and QuickBooks Online can help run your practice, support clients and
modernize your firm. Discover back-office app ecosystems that will automate and
streamline your daily operations. Understand how AI and automation save you time and
money. After completing this session, you will be able to:
• Understand the role apps have with QuickBooks Online
• Automate and streamline daily operations
ACCESS AND IMPRESS CLIENTS: 60 minutes – 1 CPE
In this session, you will deep dive into the onboarding process. You will learn how to
recognize a new client’s pain points and how to turn that into an opportunity. Once the
solution has been discovered we will develop a scope of work and finalize the
engagement. After completing this session, you will be able to:
• Apply app solutions to solve typical client pain points
• Create scope of work and engagement documents

THE ACCOUNTING LIFECYCLE: 105 minutes – 2 CPE

In this session, you will learn how to complete the Accounting Lifecycle. Understanding
what needs to be done on a daily, weekly, monthly, quarterly and annual basis. This
session will help you stay organized and know how to fulfill your responsibilities within
the scope of work outlined with clients. After completing this session, you will be able to:
• Define the stages of the Accounting Lifecycle

INTRODUCTION TO APPS: 90 Minutes – 1.5 CPE

This course introduces accounting professionals to the benefits of adding apps to the
QuickBooks Online ecosystem and including app advisory services to your firm service
offerings. There are currently over 600 Intuit-approved apps that can be connected to
QuickBooks Online to add functionality and streamline business workflow processes for
your firm and your clients. You will learn how apps connect and interact with QuickBooks
and best practices for implementation. You'll also discover apps that can address
different business processes such as document management, customer
relationship/workflow management, inventory, e-commerce, expense tracking, reporting
and more. After attending this course, you will be able to:
• Identify Intuit-approved apps and how they can benefit you and your clients
• Find and connect apps to QuickBooks Online via the Apps tab in QuickBooks Online
Accountant
• Answer questions your clients may have about Intuit-approved apps and the
QuickBooks Online ecosystem and the benefits of using apps that connect with
QuickBooks
• Identify different types of app solutions and determine which ones may be right for
your clients and your practice

ASK THE ADVISOR – APPY HOUR: 45 minutes – 0 CPE

Join Advanced Certified QuickBooks ProAdvisors and app experts, Liz Scott and Heather
Satterley (from The 'Appy Hour with Liz and Heather) for post-conference Appy Hour to celebrate
all you've learned during your sessions! Liz and Heather will be on hand to answer questions and
provide their experiences using and implementing apps in their practices and with their clients.
Don't miss this unique opportunity to network with your peers and socialize with top experts in
the industry.