Xero Roadshow 2024

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 – 11:05 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.

11:05 AM – 11:35 AM: Reshaping the profession: Image, talent and the way forward

It's clear that, in many ways, the accounting profession has an image problem - particularly in the eyes of newer generations. But of course, we know just how much this profession has to offer - and what lies ahead in terms of technological, workplace and client experience innovations. It's a vast landscape open to the taking! In this session, you'll learn how to take the reins for your firm.

It's clear that, in many ways, the accounting profession has an image problem - particularly in the eyes of newer generations. But of course, we know just how much this profession has to offer - and what lies ahead in terms of technological, workplace and client experience innovations. It's a vast landscape open to the taking! In this session, you'll learn how to take the reins for your firm.

11:35 AM – 12:00 PM: XSBI Insights - Future of SMB in the US

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

1:00 PM – 1:50 PM: Breakout sessions | Option 1: More money, less problems: Exploring the latest payment features in Xero

While collecting payments is vital for business growth, managing outgoing bills is just as critical to keep operations running smoothly. With the payments landscape constantly evolving, keeping up with new demands and trends can feel overwhelming. Learn how you and your clients can leverage the latest innovations in invoicing, billing, and payment solutions to help optimize cash flow, and stay ahead in this dynamic environment.

While collecting payments is vital for business growth, managing outgoing bills is just as critical to keep operations running smoothly. With the payments landscape constantly evolving, keeping up with new demands and trends can feel overwhelming. Learn how you and your clients can leverage the latest innovations in invoicing, billing, and payment solutions to help optimize cash flow, and stay ahead in this dynamic environment.

1:00 PM – 1:50 PM: Breakout sessions | Option 2: What's "app" with that? How to build app stacks to customize your Xero experience

Details coming soon!

Details coming soon!

1:50 PM – 2:00 PM: Break

2:00 PM – 2:50 PM: Breakout sessions | Option 1: Xero's got the goods (based businesses): Grow your practice with Inventory Plus and Auto-Sales Tax

Learn how to empower your goods-based clients and boost efficiency at your practice with Xero’s Inventory Plus, auto sales tax and invoicing features. If your clients sell through Amazon, Shopify or invoice their customers, you’ll want to check out this session to learn how to streamline your processes, improve advisory services and grow your practice.

Learn how to empower your goods-based clients and boost efficiency at your practice with Xero’s Inventory Plus, auto sales tax and invoicing features. If your clients sell through Amazon, Shopify or invoice their customers, you’ll want to check out this session to learn how to streamline your processes, improve advisory services and grow your practice.

2:00 PM – 2:50 PM: Breakout sessions | Option 2: All that CAS: Building a winning strategy in your practice

Advisory services are quickly becoming the fastest way to grow your practice and make a substantial positive impact for your clients. In this session, we’ll explain what exactly advisory services are, the impact they can have on your practice, and how to begin offering these services using Xero.

Advisory services are quickly becoming the fastest way to grow your practice and make a substantial positive impact for your clients. In this session, we’ll explain what exactly advisory services are, the impact they can have on your practice, and how to begin offering these services using Xero.

2:50 PM – 3:05 PM: Break

3:05 PM – 3:55 PM: Breakout sessions | Option 1: Best Practice Exchange: Powering Progress Through Peer Connections

Engage in a dynamic peer-to-peer experience designed to elevate our industry. This interactive session will tackle three pivotal industry topics including tech stack standardization, AI in the accounting industry, and pricing. Come collaborate with colleagues to exchange proven strategies, build valuable relationships, and spark innovative ideas that propel the accounting field forward.

Engage in a dynamic peer-to-peer experience designed to elevate our industry. This interactive session will tackle three pivotal industry topics including tech stack standardization, AI in the accounting industry, and pricing. Come collaborate with colleagues to exchange proven strategies, build valuable relationships, and spark innovative ideas that propel the accounting field forward.

3:05 PM – 3:55 PM: Breakout sessions | Option 2: Tips & tricks to maximize your capabilities with Xero

Looking to turbocharge your knowledge of Xero? In this session, we'll demonstrate some practical tips and tricks you can implement in your workflows using some of our latest product updates and feature improvements. We'll also discuss the ways that we support you outside of the platform with things like conversion services and our certification program.

Looking to turbocharge your knowledge of Xero? In this session, we'll demonstrate some practical tips and tricks you can implement in your workflows using some of our latest product updates and feature improvements. We'll also discuss the ways that we support you outside of the platform with things like conversion services and our certification program.

3:55 PM – 4:05 PM: Break

4:05 PM – 4:55 PM: Accounting for change: Strategies for managing transformation in your practice

Transformative change is an unavoidable aspect of running a practice. Unfortunately, it can also be a complex and time-consuming process. In this session, join our panel of accountants and industry experts as they discuss key learnings and change management tactics to overcome those difficulties and more effectively onboard new people, processes, and technology into your firm.

Transformative change is an unavoidable aspect of running a practice. Unfortunately, it can also be a complex and time-consuming process. In this session, join our panel of accountants and industry experts as they discuss key learnings and change management tactics to overcome those difficulties and more effectively onboard new people, processes, and technology into your firm.

4:55 PM – 5:00 PM: Closing remarks

5:00 PM – 7:00 PM: Cocktail reception

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

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

Xero Roadshow Mini 2024