Accountex 2019 Show Guide

THE FUTURE OF ACCOUNTING TECHNOLOGY STARTS HERE

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SEPTEMBER 5-6, 2019 | HYNES CONVENTION CENTER | BOSTON, MA

2019 SHOW GUIDE X 2019 ACCOUNTE

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Produced by:

Expo Hall

Hynes Convention Center | Boston, MA

429 326

327

426

427

526

Tech Lab 2

627

622

623

726

727

828

829

826

827

926

822

823

922

20'

522

629

Expo Tech Theater 2

320

321

217

316

317

416

215

314

315

414

213

312

313

412

209

308

207

306

927

Charging Lounge

Tech Lab 1

421

520

521

620

621

720

721

820

821

920

417

516

517

616

617

716

717

816

817

916

917

1016

514

515

615

714

815

914

915

1014

413

512

513

612

613

712

812

813

912

913

1012

409

508

509

608

808

809

909

1008

407

506

507

606

806

807

907

1006

713

Concessions

Thursday, September 5: 9:30am – 5:00pm Friday, September 6: 9:30am – 4:00pm

Expo Tech Theater 3

Expo Tech Theater 5

Expo Tech Theater 4

Expo Hall Hours

Expo Tech Theater 1 307

406

607

706

707

906

ENTRANCE Entrance

Emerging Tech Theater

Exhibiting Companies AbacusNext................................. 721 Abrigo.......................................... 813 Accountant Insight, LLC........... 417 Accounting Seed........................ 627 Accounting Today..................... 314 AccountingSuite™.................... 513 AccountingWEB......................... 915 Acumatica................................... 521 ADP............................................... 413 Analytix Solutions...................... 213 Avalara.........................................209 Bento for Business.....................429 Bill.com........................................ 612 Biller Genie.................................416 Boomer Consulting...................414 botkeeper....................................706 Brex..............................................829 Brinks........................................... 917

Broadly........................................907 Canon USA, Inc..........................507 Canopy Tax.................................807 CashFlowTool.............................307 Centsoft.......................................720 Ceterus........................................ 327 Chargebee................................... 621 Chargezoom...............................808 Checksforless............................. 916 Chetu........................................... 512 Clarity Practice Management.......................... 913 Clinked.com...............................407 Coinstax Llc................................629 Corcentric...................................909 DL & Associates, LLC.................308 DocuWare...................................620 eMoney Advisor......................... 217

Fathom Applications................. 514 Fishbowl Inventory....................806 Gable Tax Consulting Group, Inc............................... 215 GalenaHill.................................... 313 gotomyerp.................................. 412 Gruntworx................................. 1012 HandiFox..................................... 726 Heartland Payment Solutions.................................509 Hubdoc........................................922 Integra Global Solutions.......... 714 Intuit.............................................306 Jirav.............................................. 707 Justworks.................................... 617 Keeper Security.......................... 616 Latino Tax Pros.........................1014 Lightspeed POS..........................623

Lola.com...................................... 821 LSQ...............................................326 LumaTax....................................... 712 MarginEdge.................................820 Mendelson Consulting............. 312 MineralTree................................. 516 MISys, Inc.................................... 517 MyFirmsApp................................427 NCR Silver................................... 817 OnPay, Inc...................................920 Oracle NetSuite.......................... 812 Patriot Software......................... 613 Paychex Inc................................. 713 PayPie..........................................822 Plooto..........................................828 PowerGP Online........................ 315 Practice Ignition........................ 317 Procurify......................................606

ProfitSee......................................823 ProfitStance................................809 Proposify.....................................608 Reach Reporting........................826 Receipt Bank............................... 321 Restaurant365............................508 Right Networks......................... 406 Roger.ai, Inc................................426 Saddle Oak Software................. 912 Sage.............................................. 421 ScanSnap..................................... 914 SmartBooks Technologies....... 615 Surf Accounts.............................526 Tax1099, powered by Zenwork Inc...........................607 TaxDome..................................... 827 Taxfyle.......................................... 727 TaxJar........................................... 716

TaxProMarketer......................... 717 Taxxo............................................ 522 Tech Guru....................................622 Tenenz.......................................1016 TheTaxBook............................. 1006 Timesheet Mobile...................... 515 TOA Global.................................. 316 VARC Solutions..........................207 WebCE........................................ 409 XCM..............................................520 Xero Inc.......................................926 xtraCHEF..................................... 815 Zoho Corporation..................... 816 Zudy.............................................320

Event Schedule

WEDNESDAY, SEPTEMBER 4

Expo Hall Hours Thursday, September 5 Friday, September 6

Pre-Event Workshops

9:30am – 5:00pm 9:30am – 4:00pm

8:00am – 4:00pm 9:00am – 12:00pm 1:00pm – 4:00pm

THURSDAY, SEPTEMBER 5 8:30am – 9:30am

*pre-registration required, see registration for assistance.

FULL DAY CERTIFICATIONS & WORKSHOPS HALF DAY MORNING WORKSHOPS HALF DAY AFTERNOON WORKSHOPS

OPENING SESSION: STATE OF THE INDUSTRY – Moderator: Jess Scheer and Panelists: Geni Whitehouse, Gary Boomer and Dan Hood

ROOM: 210

Expo Tech Theater 1

Expo Tech Theater 2

Expo Tech Theater 3

Expo Tech Theater 4

Expo Tech Theater 5

Emerging Tech Theater

10:00am – 10:50am

Understanding Labor Cost, Productivity, & Efficiency - Leslie Shiner, The Shiner Group

Communicating Financial Information: How to Knock your Client’s Socks Off - Geni Whitehouse, CPA, CITP, Countess of Communication, Evenanerd.com

The Remote Leader: Empowering Employees No Matter Where They Work - Amanda Aguillard, CPA, Co-Founder, Elefant, LLC

Leverage Linkedin: Optimize Beyond Your Profile - Joanne L. Debalso, Owner, No Fuss Accounting Services/Be Socially Awesome

Overview of Excel Power Query & Power Pivot + Power BI - Jeff Lenning, Microsoft Certified Trainer, Excel University

The Future is Here: What you need to Know Today about Tomorrow’s Technology Trends - David M. Cieslak, CPA, EVP, Chief Cloud Officer, RKL eSolutions

11:35am - 12:25pm

Grow Your Firm with Process Automation Advisory Services - Heather Satterly, EA, Advanced Certified QuickBooks ProAdvisor, Satterley Training & Consulting LLC

Delivering on the Promise of Advisory - Kenji Kuramoto, Founder and CEO of Acuity

Virtual Controller: New Services To Grow Your Revenue - Damien Greathead, Vice President - Global Accountants’ Programs, Receipt Bank

Cloud Hosting: Why We’re the Best Choice - Robert Eppele, CEO & Co-Founder, gotomyerp

Cash Flow: The Winning Formula to Transform Your Practice - Justin Pulgrano, VP Sales & Partner Success, Finagraph: Makers of CashFlowTool

The Future of AI in Accounting - Enrico Palmerino, CEO & Founder, botkeeper

1:40pm - 2:30pm

Creating an Exit Strategy for the Small Business Owner - Leslie Shiner, The Shiner Group

South Dakota vs Wayfair: How do you Advise your Clients?

- Diane Yetter, President, Yetter Consulting Services, Inc.

Playing through the Line: The Continuum of Value - L. Gary Boomer, Visionary & Strategist, Boomer Consulting, Inc.

The Power of Partnership - Carrie Kahn, CEO & Founder, Complete Business Group

Overview of Excel Power Query & Power Pivot + Power BI - Jeff Lenning, Microsoft Certified Trainer, Excel University

Leading Through Technological Innovation - Dr. Sean Stein Smith CPA, CMA, CGMA, CFE, PHD, Assistant Professor Lehman College, Partner in charge of AI/Blockchain, C3 Evolution Group

3:00pm - 3:50pm

Making Sense of Data: How to Move from Information to Wisdom - Geni Whitehouse, CPA, CITP, Countess of Communication, Evenanerd.com

Sponsored by: TOA Global

Selling your Brain Access Level Agreements - Ed Kless, Senior Director of Partner Development and Strategy, Sage

The Importance of Application Integration with QuickBooks Desktop to the Accountant/Client Workflow - Will Yapp, VP Sales & Marketing, Right Networks; Joe Dwyer, VP & GM, Right Labs; Becky Riffis, Head of Strategic Partnership, Bill.com; Deborah Defer, Business Services & Outsourcing Managing Director, BDO USA LLP

AI and It’s Regulatory Impacts on Accounting - Enrico Palmerino, CEO/Founder, botkeeper

FRIDAY, SEPTEMBER 6 Expo Tech Theater 1

Expo Tech Theater 2

Expo Tech Theater 3

Expo Tech Theater 4

Expo Tech Theater 5

Emerging Tech Theater

9:45am - 10:35am

Smart Back Office Updates - Stephen King, President & CEO, Growth Force and Marsha Gibb, Director of Onboarding, Growth Force

Sales & Use Tax Automation: How to Guide your Clients Post Wayfair - Diane Yetter, President, Yetter Consulting Services

Inspector Gadget - David M. Cieslak, CPA, EVP, Chief Cloud Officer, RKL eSolutions

Leverage Linkedin: Optimize Beyond Your Profile - Joanne L. Debalso, Owner, No Fuss Accounting Services/Be Socially Awesome

Mindsets, Skillsets & Toolsets… Today and the Future!

- L. Gary Boomer, Visionary & Strategist, Boomer Consulting, Inc.

Leading through Technological Innovation - Dr. Sean Stein Smith CPA, CMA, CGMA, CFE, PHD, Assistant Professor Lehman College, Partner in charge of AI/Blockchain, C3 Evolution Group

11:30 am - 12:20 pm

Be a Five-Star Business - Mitch Meier, Broadly

Sage 50cloud the Solution you Know and Love: Advising your Clients with More Confidence.

- Hemina Patel, Field Sales Engineer Associate, Sage

Fireside Chat - Practical Advice on Growth and Automation in Your Accounting Firm - Heather Satterly, EA, Satterley Training & Consulting LLC; Dan Gertrudes, CEO & Managing Director GrowthLab Financial; David Emmerman, Head of National Accounts, Xero and Moderator: Andrea Lucke, Territory Manager - North America, Practice Ignition

Reducing Fraud with Automation: Why Companies and Accounting Firms are Using Technology to Automate Controls to Help Reduce Opportunistic Fraud - Michael Cichy, VP Americas Operations, Palette Software

1:30 pm - 2:20 pm

Grow Your Accounting Practice with Time Saving Solutions - Michael Stilwill, National account ManagerAccounting and Financial Services, Chetu Inc,

CPA, CEO, MOM: A Transparent Talk About ‘Having it All’ - Amanda Aguillard, Co-Founder, Elefant, LLC

The Ambassador Factor: Modern Business Development for the Accounting Profession - Amy Franko, Sales & Leadership Speaker, Trainer and Author

Get, Grow & Keep Cash In Your Client’s Business - Mike Milan, Elevate Financial Training

The Core Four Decisions to Increase Profits - Stephen King, President & CEO, Growth Force

Communicating Financial Information: How to Knock your Client’s Socks Off - Geni Whitehouse, CPA, CITP, Countess of Communication, Evenanerd.com

How Fraud Is Affecting Our Industry Pro’s and Con’s - Dawn W. Brolin, CPA, CFE, Certified Public Accountant Certified Fraud Examiner, Powerful Accounting, LLC

2:30 pm - 3:20pm

THURSDAY, SEPTEMBER 5

Happy Hour

SPECIAL EVENTS

EXPO HALL FLOOR 4:00pm – 5:00pm

Welcome Party Sponsored by Right Networks

ROOM 210 5:00pm - 6:30pm

WALKING TOURS Maximize your time & join a walking tour!

Tours will visit exhibitor booths throughout the hall and are on a firstcome, first-served basis. Meet at the Info booth & join a 30 minute tour!

TOPIC

The Accountant Programmer - Cathrine Andersen, CEO, Roger.ai

Access presentations by visiting: https://www.accountexusa.com/2019-sept/

TECH LAB SCHEDULE

Visit TECH LAB 1 & 2 for 30 minute demos

THURSDAY, SEPTEMBER 5

FRIDAY, SEPTEMBER 6

TECH LAB 1

TECH LAB 2

TECH LAB 1

TECH LAB 2

10:30am - 11:00am

Keeper Security

xtraCHEF

9:40am - 10:10am

Hubdoc

ADP

11:20am - 11:50am

Brinks

LSQ

10:25am - 10:55am

Zudy

Procurify

12:30pm - 1:00pm

gotomyerp

Oracle NetSuite

11:10am - 11:40am

1:15pm - 1:45pm

Receipt Bank

Acumatica

12:00pm - 12:30pm

Right Networks Zoho Corporation

Thursday 11:00am Automation

2:00pm - 2:30pm

MyFirmsApp

Gable Tax Group

1:45pm - 2:15pm

Thursday 4:00pm

ERP

2:45pm - 3:15pm

Bill.com

eMoney Advisor

2:30pm - 3:00pm

Friday 10:40am

Automation/ OCR Workflow

3:30pm - 4:00pm

Restaurant365

Xero

4:15pm - 4:45pm

Sage

Clarity Practice

eMoney Advisor

HELPFUL TIPS Emergency Information

Headset Radios

In case of an emergency at the venue: Call the Hynes Public Safety Command Center at 617-954-2111. Trained officers will respond to your emergency immediately.

Headset Radios with earbuds have been provided to enhance the audio quality and experience in Expo Tech Sessions and Tech Labs. Set your radio to the corresponding station below and listen in!

In case of a building evacuation: Remain calm, listen for the instructions from the MCCA personnel or via the public address system, leave the facility through the nearest exit as instructed, do not attempt to use elevators or escalators.

Educational Radio Channels E1 - Expo Tech Theater 1 E2 - Expo Tech Theater 2 E3 - Expo Tech Theater 3

Internet Access

E4 - Expo Tech Theater 4

You are welcome to use the complimentary WiFi network, provided by WebCE.

E5 - Expo Tech Theater 5

Network: Accountex2019 Password: Accountex2019

E7 - Tech Lab 1 / Demos

Lost & Found

E6 - Emerging Tech Theater E8 - Tech Lab 2 / Demos

To report or claim a lost item, please proceed to: signatureboston.com/attend/lost-andfound

SPONSORS PLATINUM SPONSORS:

GOLD SPONSORS:

SILVER SPONSORS:

NASBA CPE CREDIT All sessions, demonstrations, walking tours, and pre-event workshops qualify for CPE credit. Attendees are responsible for properly checking in and out of sessions.

For more information visit the CPE mobile app page at accountexusa.com/cpe, visit Customer Service/ Registration, the CPE AND INFO BOOTH in the expo hall, or email us at: cpe@accountexusa.com (Expect up to a 48 hour delay in response during the event) Thank you to our CPE Sponsor WebCE Diversified Communications, parent company of Accountex USA, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE sponsors through its website: www.nasbaregistry.org