US Roadshow 2025

Roadshow agenda

10:00 AM – 10:30 AM: Registration, networking, and snacks

Check in for the event and network with Xero’s app ecosystem partners.

Check in for the event and network with Xero’s app ecosystem partners.

10:30 AM – 10:35 AM: Welcome to Xero Roadshows!

10:35 AM – 11:10 AM: Xero Strategy & Showcase

Join us as we share Xero’s product strategy and upcoming enhancements designed to empower small businesses and their advisors in the US. We’ll dive into how Xero is focusing on core accounting, payments, and payroll to deliver the most powerful and personalized accounting platform. Get a sneak peek at the latest releases and discover how Xero is shaping the future of accounting in North America.

Join us as we share Xero’s product strategy and upcoming enhancements designed to empower small businesses and their advisors in the US. We’ll dive into how Xero is focusing on core accounting, payments, and payroll to deliver the most powerful and personalized accounting platform. Get a sneak peek at the latest releases and discover how Xero is shaping the future of accounting in North America.

11:10 AM – 12:00 PM: The CAS craze: The service model of forward-looking practices

Client Advisory Services (CAS) is an innovative services model through which practices elevate client relationships, increase client impacts, and, subsequently, increase client billings. This session defines – and demystifies – this exciting and increasingly pervasive service model by providing accountants and bookkeepers with a specific, strategic services structure and pricing strategy for 5 key service lines of CAS, delivered through a proven three-tiered service model that maximizes revenues, protects scope, and emphasizes client outcomes. During this breakout session Joe Woodard/Heather Day Satterley will: → Define the 5 key service areas of CAAS/CAS, the distinction between each of the 5 areas, and the value proposition of each area of service. → Present client accounting and advisory as a three-tiered model that protects scope, encourages deeper client engagements, and maximizes revenues. → Discuss proven strategies for determining the price of CAS engagements and getting clients to accept the price

Client Advisory Services (CAS) is an innovative services model through which practices elevate client relationships, increase client impacts, and, subsequently, increase client billings. This session defines – and demystifies – this exciting and increasingly pervasive service model by providing accountants and bookkeepers with a specific, strategic services structure and pricing strategy for 5 key service lines of CAS, delivered through a proven three-tiered service model that maximizes revenues, protects scope, and emphasizes client outcomes. During this breakout session Joe Woodard/Heather Day Satterley will: → Define the 5 key service areas of CAAS/CAS, the distinction between each of the 5 areas, and the value proposition of each area of service. → Present client accounting and advisory as a three-tiered model that protects scope, encourages deeper client engagements, and maximizes revenues. → Discuss proven strategies for determining the price of CAS engagements and getting clients to accept the price

12:00 PM – 1:00 PM: Lunch & Networking

1:00 PM – 1:50 PM: Breakout sessions | Existing Partner Track: Xero idea what we're up to? Now you know

Get a first look at Xero’s key features and updates coming in 2025! Our experts will walk you through these new tools and discuss what kind of benefits they can deliver for your practice and clients.

Get a first look at Xero’s key features and updates coming in 2025! Our experts will walk you through these new tools and discuss what kind of benefits they can deliver for your practice and clients.

1:00 PM – 1:50 PM: Breakout sessions | Future Partner Track: Under the (balance) sheets with Xero: Diving into the basics

Looking to grow and scale your business further? Join us for a demo of the platform and discover the possible efficiency gains with the power of Xero. You'll learn how to get started, see a live demo of the platform and discover how to get involved with the Xero community.

Looking to grow and scale your business further? Join us for a demo of the platform and discover the possible efficiency gains with the power of Xero. You'll learn how to get started, see a live demo of the platform and discover how to get involved with the Xero community.

1:50 PM – 2:00 PM: Break

2:00 PM – 2:50 PM: Breakout sessions | Existing Partner Track: From Ledger to Leverage: Supercharging Your Practice with Apps & AI

This session will explore the transformative journey of modern practices moving beyond manual methods to embracing digital tools and artificial intelligence. It focuses on integrating apps and how AI can significantly enhance efficiency, productivity and overall performance.

This session will explore the transformative journey of modern practices moving beyond manual methods to embracing digital tools and artificial intelligence. It focuses on integrating apps and how AI can significantly enhance efficiency, productivity and overall performance.

2:00 PM – 2:50 PM: Breakout sessions | Future Partner Track: Helping your clients choose Xero with confidence

Looking to make client conversations about Xero easier and more effective? This session covers how to position products & services to your clients, demonstrate their value through a compelling demo, and address common client concerns with confidence. Learn from industry experts on how to support smooth, confident transitions to Xero.

Looking to make client conversations about Xero easier and more effective? This session covers how to position products & services to your clients, demonstrate their value through a compelling demo, and address common client concerns with confidence. Learn from industry experts on how to support smooth, confident transitions to Xero.

2:50 PM – 3:05 PM: Break

3:05 PM – 3:55 PM: Breakout sessions | Existing Partner Track: Accelerate your Advisory services with Xero and Syft

Following Xero's recent acquisition of Syft, discover how together they provide AI-powered visual reporting, dashboards, and forecasting to scale your practice and deliver exceptional client advisory services. Learn how to leverage these tools for everyday reporting, advanced insights, and lean into more strategic client relationships with confidence by giving proactive advice.

Following Xero's recent acquisition of Syft, discover how together they provide AI-powered visual reporting, dashboards, and forecasting to scale your practice and deliver exceptional client advisory services. Learn how to leverage these tools for everyday reporting, advanced insights, and lean into more strategic client relationships with confidence by giving proactive advice.

3:05 PM – 3:55 PM: Breakout sessions | Future Partner Track: Smarter marketing, bigger impact: AI and growth strategies for your firm

Leveraging AI to market your practice may sound complex, but it doesn’t have to be. In this session, we’ll explore how AI can help you identify and attract your ideal clients with greater precision. You’ll learn where to start when incorporating AI-driven tools into your marketing strategy and how to automate key processes for efficiency. Plus, we’ll share simple yet powerful steps you can take to enhance your firm’s online presence, improve client engagement, and stay ahead in a competitive market. Whether you’re new to AI or looking to refine your approach, this session will provide actionable insights to help you grow your practice with confidence.

Leveraging AI to market your practice may sound complex, but it doesn’t have to be. In this session, we’ll explore how AI can help you identify and attract your ideal clients with greater precision. You’ll learn where to start when incorporating AI-driven tools into your marketing strategy and how to automate key processes for efficiency. Plus, we’ll share simple yet powerful steps you can take to enhance your firm’s online presence, improve client engagement, and stay ahead in a competitive market. Whether you’re new to AI or looking to refine your approach, this session will provide actionable insights to help you grow your practice with confidence.

3:55 PM – 4:05 PM: Break

4:05 PM – 4:35 PM: Thrive or Survive: Embracing Our Future With AI

The world continues to change and, with AI more widely available, it is changing at an ever accelerating pace. To win in the future, you need to be good at everything and exceptional at a few things. Exploring how you can use AI to help with both aspects of your business is something that is worthwhile and, in this session, we’ll do exactly that. Join us to look at some of the key trends underpinning the AI capabilities that are transforming the landscape of accounting and bookkeeping, and learn what you can do about it.

The world continues to change and, with AI more widely available, it is changing at an ever accelerating pace. To win in the future, you need to be good at everything and exceptional at a few things. Exploring how you can use AI to help with both aspects of your business is something that is worthwhile and, in this session, we’ll do exactly that. Join us to look at some of the key trends underpinning the AI capabilities that are transforming the landscape of accounting and bookkeeping, and learn what you can do about it.

4:35 PM – 5:25 PM: Making the shift: An accountant - client journey into advisory services

Advisory services can transform both client relationships and firm growth. In this session, hear directly from an accountant and their small business client as they share how they moved beyond compliance to build a successful advisory partnership. Learn how they started the conversation, pitched services, and used Xero tools to deliver real value plus what they’d do differently next time.

Advisory services can transform both client relationships and firm growth. In this session, hear directly from an accountant and their small business client as they share how they moved beyond compliance to build a successful advisory partnership. Learn how they started the conversation, pitched services, and used Xero tools to deliver real value plus what they’d do differently next time.

5:25 PM – 5:30 PM: Closing remarks

5:30 PM – 7:30 PM: Cocktail reception

Stick around for drinks, bites, networking, and more!

Stick around for drinks, bites, networking, and more!