Anu Muralidharan

Work less to do more with the Expensify Card

Add the Expensify Card to your Expensify subscription to manage your cashflow, set smart controls, automate your monthly reconciliation and close your books ahead of schedule everytime. Join the discussion.

Daniel Vidal & Milja Kljajic

Expensify Support Best Practices

Learn about how Expensify's extensive support updates will give your team and your clients white-glove service at every turn. Real-time chat, account managers, and partner managers now enable us to coordinate on strategic goals and be there for your clients from setup to scaling to 1000s of employees. Join the discussion.

Jason Mills and Sophie Pinto-Raetz

Using new Expensify for business: A collaborative design session

Learn more about the transition to New Expensify for your clients and employees. We'll cover the near-term product roadmap and explore how the new Expensify will scale from individual interactions to sophisticated expense management. Come prepared to experience the future and help shape it! Join the discussion.

Amy Vetter

Disconnect to Connect - Becoming a Connected Leader

In this age of technology disruption, everything is changing around us. We sometimes can feel like we don’t know where our anchor is - what will stay the same, what will change, and what we can depend on. We can find that when implementing change in our organization, individual patterns of behavior can show up in ways that prevent the business from making progress and embracing the opportunities ahead. While we are focusing on change management in our organizations and what the future of our work will look like, we should also be spending an equal amount of time creating stronger human connections.
Join the discussion.

Blake Oliver

How Artificial Intelligence Will Save Accounting

The rise of artificial intelligence (AI) in the accounting industry is inevitable. This session will explore ways in which AI can drastically improve processes in accounting teams, such as automating expense reports, fraud detection and prevention, better tracking financial data. We will discuss the potential to make up for the shortage of accountants by leveraging AI technology and the use of advanced analytics to create greater visibility into fiscal operations and uncover new business opportunities. Join the discussion.

Clayton Oates

Accounting for the Infinite Game

So, you want to have a future-focused, modern firm, one that clients and team members alike seek to be associated with. Well, what does this look like, and how do you create (or re-invent) not just a modern firm, but an infinite one?

In this session we'll go into how accounting technology has progressed over the decades and how technology companies can better form relationships with clients. We'll discuss the Finite vs. Infinite game and how being an infinite game player is about an abundance mindset and continual improvement. Why do some partnerships and relationships last for a lifetime while others fall apart and end badly? How can you identify finite vs. infinite game players? Join the discussion.

Dixie McCurley & Nicole Ksiazek

CAS Transformation + Tech Partners - Smarter Together

Description: Are you using your Tech Partners in the Right Way? Dixie McCurley will review the 3 rules of CAS, Chip Mahan and Kristina Olesko will discuss the Sage Partner Program, and Nicole Ksiazek will wrap up with how the Sage Intacct Accountants Program is your partner on the CAS journey. This session will conclude with a fireside chat around how you can CAS-ify your practice while getting the most out of the resources available through your technology partners. Join the discussion.

Jim Boomer

Process Improvement Strategies to Increase Capacity &Profitability

Change is happening faster than ever. The future is very bright for our profession- however, firms with the status quo mindset will significantly fall behind. As compliance work become more commoditized, it's becoming imperative that firms modernize their processes to maintain margins and build capacity for additional consulting and advisory work. This session will introduce the key process, automation, and staffing concepts that future-ready firms are applying to stay ahead of the curve and increase firm capacity and profitability. Join the discussion.

Jody Grunden

How to price, position and productize as part of your VCFO offering

Are you an accounting professional interested in starting a VCFO practice but aren’t sure how to price and sell these services? Jake Grimm and Jody Grunden from Summit CPA Group, a division of Anders CPAs + Advisors, will discuss how Summit priced and created demand for VCFO services. You will also walk away with access to the Summit pricing calculator and a guide breaking down our sales, pricing, and billing methods. Accountants looking to start their own VCFO firm won’t want to miss this event! Join the discussion.

Josh Zweig

Managing remote employees: Tips for creating a reliable distributed workforce

• Managing a reliable remote workforce starts with (a) defing your ideal customer experience (b) defining your ideal employee experience.

• Customer experience means thinking through: (a) tools that the customer will interact with (like Expensify) (b) how your pricing is structured (fixed / monthly / etc) (c) service experience

• Employee experience means thinking through: (a) Vision (b) Values (c) Incentives (d) Autonomy (e) Impact (f) Culture (g) Tools

• Closing points:

• Figure out who the Right People are, get them on the bus and the wrong people off the bus.

• Create an environment for the right people to thrive, make an impact and feel supported.

• With the right people in the right seats, you’ll be able to manage process and not people.
  
  Join the discussion.

Tina Gregory

Building and Scaling Your Niche Accounting and Financial Services Practice

This session is designed for people who are just looking into evolving their practice or those already on the path. The talk will cover difficult issues like pricing for services, margins, measuring performance, and what data can be tracked for insights, and should arm the participants with strategies and a full “how-to” for building, scaling, and managing a niche accounting and financial services practice.

Learn how to determine your niche or ways to develop a niche, including how to look at the data you already have or can easily obtain from what you are doing now in your practice. Join the discussion.