| 7:00 AM - 9:00 AM |
|---|
| Breakfast (7:00) Opening Remarks (7:30) Keynote (8:10) | Shaun Boothe
Stephen Crawford | | | 1 | | Live-streamed | |
| 7:00 AM - 5:30 PM |
|---|
| Registration & Information | | | | | | | |
| 9:00 AM - 9:10 AM |
|---|
| Break | | | | | | | |
| 9:10 AM - 10:25 AM |
|---|
| How to grow your bookkeeping business | Andrew Seguin - Seguin Financial | Managing Business | Operating Small to Medium Businesses | 1.25 | | Live-streamed | |
| Compliances of Payroll with New Corporations | Deb McGarva - RSM Canada | Managing Bookkeeping | Legal & Compliance | 1.25 | | Live-streamed | |
| A Practical Guide to Automating Your Firm | Tania Franolic - Intuit Canada - QuickBooks | Managing Business | Accounting, Advisory & Reporting, Operating Small to Medium Businesses, Technology & Software | 1.25 | 
| Recorded | |
| Data Redundancy: Location, Location, Location | Kellie McClintock - Calmwaters Cloud Accounting | Managing Bookkeeping | Business Management, Legal & Compliance, Operating Small to Medium Businesses, Technology & Software, Workflows | 1.25 | 
| Live only | |
| 10:25 AM - 11:00 AM |
|---|
| Break | | | | | | | |
| 10:30 AM - 11:00 AM |
|---|
| QuickBooks Migration Demonstration | | Product Support Session | | |
| Live only | |
| Roundtable session - Roadmapping the Bookkeepers journey with Sage50 | | Product Support Session | | | 
| Live only | |
| Telpay Online – The Better Way to Pay | | Product Support Session | | | 
| Live only | |
| 11:00 AM - 12:15 PM |
|---|
| Should Your Client Incorporate? Things to Consider | Allan Loiselle - Allan Loiselle | Managing Business | Business Management | 1.25 | | Live-streamed | |
| How to protect yourself from Revenue Leakage | Tanya Hilts - Cloud Business Services | Managing Business | Operating Small to Medium Businesses | 1.25 | | Live-streamed | |
| Get in the Cloud and Make it Rain: Serving NonProfits within the Quickbooks Online Ecosystem | Natalie Marshik - Chickadee Nonprofit Solutions, Inc. | Managing Bookkeeping | Workflows | 1.25 | | Recorded | |
| Payroll: Your Way. Why Flexible Payroll is the Future of Bookkeeping | Leena Thampan - Wagepoint | Managing Bookkeeping | Payroll, Technology & Software | 1.25 | 
| Live only | |
| 12:15 PM - 2:00 PM |
|---|
| Networking and Lunch on the Tradeshow Floor | | | | | | | |
| 12:30 PM - 1:00 PM |
|---|
| Product Support Session (Zoho) | | Product Support Session | | | 
| Live only | |
| Product Support Session (Bookkeep.com) | | Product Support Session | | | 
| Live only | |
| One on one support session with a dedicated Evolv payroll and client-management expert | | Product Support Session | | | 
| Live only | |
| 1:15 PM - 1:45 PM |
|---|
| Come meet with Payworks! | | Product Support Session | | | 
| Live only | |
| Wagepoint Product Support Session | | Product Support Session | | |
| Live only | |
| 2:00 PM - 3:30 PM |
|---|
| Effective Use of Time Sheets: Discovering the Gold Within | Jean-Guy Talbot - ReveNew Practice Management | Managing Business | Operating Small to Medium Businesses | 1.5 | | Live-streamed | |
| Workshop - Preparing a Year End for the Accountant | Melissa Lenos - King Business Solutions Inc.
Stephanie Enders - KBS Accounting | Managing Bookkeeping | Accounting, Advisory & Reporting | 1.5 | | Live-streamed | |
| Unlock efficiency: How to scale your firm | Alistair Ellis - Sage
Mark Hubbard - Sage
Edward Mortimer - Sage | Managing Business | Advisory & Reporting, Business Management, Operating Small to Medium Businesses, Technology & Software, Workflows | 1.5 |
| Live only | |
| How to Live Your Best Life Using Automation | Kelly Gonsalves - Synder | Managing Bookkeeping | Operating Small to Medium Businesses, Technology & Software, Workflows | 1.5 | 
| Recorded | |
| 3:30 PM - 4:15 PM |
|---|
| Break | | | | | | | |
| 3:40 PM - 4:10 PM |
|---|
| Ceridian Product Support Session | | Product Support Session | | | 
| Live only | |
| Keeper - an all-in-one app to streamline your close | | Product Support Session | | | 
| Live only | |
| Supercharge your bookkeeping with Xero | | Product Support Session | | | 
| Live only | |
| 4:15 PM - 5:30 PM |
|---|
| Optimizing your customer journey for ideal leads, satisfied clients and more referrals | Julia Katsivo Carter - Successful & Smart Business Coaching | Managing Business | Workflows | 1.25 | | Live-streamed | |
| The Evolution of Accounting: How AI is Transforming the Field | Andrew Wall - Chartered Accountants for Information Technologists (CA4IT) | Managing Business | Technology & Software | 1.25 | | Live-streamed | |
| How to manage a virtual bookkeeping firm in 2023 | Steven Pitucci - Firmvestor.com | Managing Bookkeeping | Operating Small to Medium Businesses | 1.25 | | Recorded | |
| Navigating Awkward Conversations | Dustin Meneses - PaymentEvolution | Managing Business | Business Management, Communication, Ethics, Goal Setting, Leadership/Team Building | 1.25 |
| Live only | |
