Agenda

Plan ahead to take advantage of the knowledge-sharing and unique networking opportunities at ExpensiCon.

Wednesday, May 4

6:30 PM

Welcome Reception

Relax after a day of travel with a cocktail (or two!) and conversation with fellow attendees. Guests welcome.

Thursday, May 5

7:00 AM - 8:00 AM

Breakfast

8:00 AM - 8:40 AM

Welcome Remarks

Opening remarks from David Barrett, founder and CEO of Expensify. Learn how Expensify went from failed prepaid debit card company to the fastest growing expense management company in the world. Plus, learn the secret sauce that has been the key to Expensify's success.

8:40 AM - 9:00 AM

Fireside Chat with Rod Drury, CEO of Xero

What happens when you bring two prolific entrepreneurs together on stage? Join us for a fireside chat with Rod and David on all things tech, challenges of starting a global SaaS company, and more!

9:05 AM - 9:25 AM

Coffee Break

Grab a coffee or drop by our Genius Bar and speak to one of our product experts for all your Expensify needs.

9:30 AM - 10:20 AM

Roundtable Sessions

Be sure to check out one of our roundtable sessions!

Becoming a True “Digital CPA”

Greg LaFollette — Strategic Advisor, CPA.com
@glafollette

Being a Digital CPA is above and beyond simply using technology; it is about cultivating the right mindset and employing technology to the point of transforming the way you interact with clients, staff, and your overall business model. Join Greg LaFollette as he asks: Are you simply using hardware and software, or are you a true Digital CPA?


Realtime Expense Reports: A Deep Dive into the Perfect Setup

Puneet Lath — Product & Success Coach Lead, Expensify
@puneetlath

Want to learn how to take advantage of Expensify’s real time expense reporting capabilities? Join Puneet Lath, Product Lead at Expensify, as he walks through Expensify and discusses best practices for an optimal real time workflow. This session will feature an in-depth demo that can help you get the most out of Expensify.


Shared Services: Implementation, Considerations, and Reward

Patrick Loughnane — Senior Financial Systems Analyst, Zendesk
@PloFunk

Accounting is often bogged down with requests from outside departments such as FP&A, Audit, and Ops. Having accounting as the middle man proves to be expensive, inaccurate, and inconsistent. Even worse, accountants loathe the experience. Learn how to provide visibility, optimization, and accuracy via proper planning and implementation of a shared service model utilizing SaaS applications (Expensify, NetSuite, Egencia, Coupa, Zendesk, Boomi, etc.) as Patrick guides you in providing your scaling organization a strong backbone for current and future employees.


Transitioning Towards a Remote and Virtual Office

Bruce Phillips — Managing Director & CEO, HPC
@Bruce_HPC

In this session, Bruce will explore the transition from a traditional work environment to one with a remote, virtual team. Join him as he touches on the benefits of a remote work environment, how to make the transition, and the challenges along the way. Bruce will also go over the “Must Haves” for every virtual office.


Niche Marketing: How to Stand Out by Specializing

Geni Whitehouse — CPA, CITP, CSPM & Countess of Communication, Even a Nerd
@evenanerd

In this session, attendees will discuss the challenges and opportunities of building an industry specialty. Drawing on her own experience in moving from Napa Valley outsider to sought-after speaker, Geni Whitehouse will share best practices gleaned from her own journey from Franzia in a box to Polenta Under Glass. Whether you are already succeeding or thinking about building a new specialty, you won’t want to miss this roundtable discussion.


For speaker bios, click here.

10:30 AM - 10:50 AM

Fireside Chat with Matt Rissell, CEO of TSheets

A serial entrepreneur with a number of accolades under his belt, Matt Rissell will be taking the stage with David Barrett for an exclusive fireside chat.

10:50 AM - 12:00 PM

Closing Keynote

David will explore what the future has in store for Expensify. The direction we're taking the company may surprise you. Special appearance by Deb Defer of BDO.

12:00 PM - 1:30 PM

Lunch

1:30 PM

One-on-One Meetings

Take the time to connect with leaders in the Expensify network. Poolside meetings welcome!

5:30 PM - 6:30 PM

Break and Relax

6:30 PM

Cocktail Reception

Walk the red carpet, get your photo taken, and sip a few cocktails before the awards dinner. Guests welcome.

7:30 PM

Awards Banquet

Don your best evening resort wear for the awards banquet, where we will be celebrating some of Expensify's biggest partners and champions. Guests welcome.

10:00 PM - 12:00 AM

Nightcap

Relax and finish the day with a special Expensify cocktail. Guests welcome.

Friday, May 6

7:00 AM

Discover Maui

No trip to Maui is complete without experiencing it firsthand! Enjoy the day golfing on an award-winning, 18-hole course, snorkeling in Maui's beautiful blue waters, biking down a dormant volcano, or leisurely enjoying the Andaz's spectacular pools with the Expensify team and fellow attendees. Guests welcome.

6:00 PM

Luau Dinner

What better way to end a conference in Hawaii than with a Luau? We've put a modern twist on the traditional Hawaiian feast, accompanied by fire dancers, Taiko drummers, and more! Guests welcome.

10:00 PM

ExpensiCon Official After Party

Is it really over? Not just yet! Enjoy your last night of ExpensiCon in style with the biggest party in town! Guests welcome.