If two days of Xerocon just aren’t enough for you, add Day Xero! Formally known as Pre-con, Day Xero is a unique opportunity to connect and round out your Xerocon experience with learning and development for your practice.
10am - 11am
Opening and Welcome
11am - 12:15pm
12:15pm - 1:45pm
1:45pm - 5:30pm
Sessions (15 minute breaks at 2:45pm and 4:15pm)
5.30pm - 7.30pm
Hilton San Diego Gaslamp, Outdoor Terrace
Pick full-day or mix and match sessions
Full-day sessions – $125
11:00 AM - 5:30 PM
Speaker: Allison Hawkins and Tate Henshaw
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.
11:00 AM - 5:30 PM
Speaker: Liz Mason
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.
Engaging and retaining talent
11:00 AM - 12:15 PM
Speaker: Jeff Phillips
Hiring and retaining top talent is a critical success factor in any firm. There is no longer a one size fits all career path. To attract and retain top talent at any skill level you need to have a staffing model that attracts a diverse workforce that’s right for your business. This includes learning opportunities, coaching and mentoring, challenging projects and flexible schedules.
Client conversion and onboarding
11:00 AM - 2:45 PM
Speakers: Amanda Miller and Daniel Gallagher
Start converting your clients to Xero and learn onboarding best practices. During this session, your guides review each step of the conversion process so you know the conversion completed properly and you gain the confidence to convert more clients. Bring a client file you’re ready to convert, ask all your questions about conversion, and leave with a client set up on Xero.
1:45 PM - 2:45 PM
Speaker: Adrian Simmons, CPA and Shelly Lingor
Succession planning isn't just about your exit strategy, it's about looking at your firm from a different perspective, thinking ahead, and doing what you can to make your firm sustainable and attractive to others. In this session, we'll look at what you need to build to take advantage of new opportunities. We'll answer the big questions about organic growth, mergers and acquisitions as well as employee and family ownership.
Key Performance Indicators
3:00 PM - 4:15 PM
Speakers: Joshua Lance and Jay Kimelman, CPA
Key Performance Indicators (KPIs) are commonly-used quantifiable metrics that evaluate overall business performance. Adding KPIs to your advisory services is a great way to build trust and strengthen client relationships. By the end of this course, you'll determine how to use KPIs to establish a baseline for your clients, set business goals, create action plans and measure progress.
Marketing your practice
3:00 PM - 5:30 PM
Speaker: Matt Wilkinson
In this workshop you’ll learn a step-by-step process to create and implement a marketing plan to grow your practice. We’ll cover wide range of strategies including networking, social media, and events all designed to capture leads and convert leads to clients. You’ll leave this session with an action plan you can implement no matter where you are in the marketing process.
Change management: Aligning your staff
4:30 PM - 5:30 PM
Speaker: Paul Churchman and Shelly Lingor
Regardless of what phase your practice is in, the tension between growth and efficiency is constant. Do you need to become more efficient to free up time for growth initiatives and to build scalable processes, or are you out of the growth phase and looking to become more efficient in growing margins? In this session, we'll look at what you need to do to ensure your staff is on board and prepared to support your vision.