SCHEDULE

Pre-con

Monday, June 17, 2019

8:30AM – 5PM

Pick full-day or mix and match sessions

Full-day sessions – $125

Uni Day

Accelerate

Presenter: Dave Emmerman

Enjoy key insights from a top Xero partner and learn the story behind a successful cloud accounting practice. What did it take to grow business and profits? How to assemble an actionable business plan? Get all the answers to accelerate your business. Then partner with your Xero account manager throughout the coming year to accomplish your goals.

Uni Day

Owning Automation

Let the robots do the work – especially if you have daily bookkeeping tasks. Learn to leverage technology and system tools to create integrated bookkeeping workflows with Xero and Hubdoc as the core. Walk away with actionable steps to help you gain a competitive edge as an evolved practice and add more value to your clients.


Mix and match sessions – $125

Create your own agenda by selecting one morning and one afternoon session.

Morning sessions

Uni Day

Client Conversions

Presenters: Amanda Miller and Tina Miller

Start now to convert your clients to Xero and learn best practice onboarding tips. During this half-day session, your guide reviews each step of the conversion process so that you know the conversion has been done properly. Bring a client file you’re ready to convert, ask all your questions about conversion, and leave with a client set up on Xero.

Uni Day

Practice Management and Apps

Presenters: Tim Cook and Jessica Mason

Streamline your workflow with Xero’s practice management tools. Get to know Xero Practice Manager (XPM) and the practice management apps – including their benefits and feature sets – to see if they’re a good fit for your practice. Learn to leverage XPM for tracking time, managing workflow and billing. Then take a closer look at the apps that connect to your Xero practice and how they benefit your everyday business needs.

 

Afternoon sessions

Uni Day

Practice Efficiencies

How do you identify and adopt technology to help your practice be more efficient, effective and successful? Learn the keys to a successful practice – from finding repeatable processes to leveraging a digital platform – all designed to give your clients the best experience possible. Join us and create an action plan to put your new knowledge to use in your own practice.

 

Uni Day

Streamline Your Compliance Workflow

Presenters: Chris Elliot and Daniel Gallagher

Join us and leverage the power of your Xero practice. Enjoy a detailed review of Workpapers and report templates to streamline and take control of your compliance workflow. Bring a client report you’d like to replicate in Xero and we’ll work with you to create it.

 

 

Schedule is subject to change

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