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Day 1: June 25, 2024

07:30AM - 09:00AM
Registration
09:00AM - 09:15AM
Opening Remarks
Emcee: Jocelyn Maynes
09:15AM - 10:05AM
The Future of Bookkeeping
Ben Robinson
10:10AM - 11:00AM
Main Stage - Get Lucky: The Small Bets that Lead to Big Wins (Marketing Track)
Tyler Otto
10:10AM - 11:00AM
Breakout - Efficiency Unleashed: Automating Your Prospect & Client Workflows (Workflow Track)
Heidi Ryder
11:00AM - 11:30AM
Networking Break
11:30AM - 12:20PM
Using Automation to Innovate in Your Firm and Delight Clients (Workflow Track)
Jason Richelson
12:20PM - 01:45PM
Networking & Lunch
Lunch provided
01:45PM - 02:35PM
Cybersecurity in the Age of AI
Jock Wols
02:40PM - 03:30PM
Main Stage - Unlocking the Potential of AI for Your Bookkeeping Firm (Workflow Track)
Ganesh Ranganathan
02:40PM - 03:30PM
Breakout - Outsourcing Panel (Team Track)
Moderated by Ben Robinson
03:30PM - 04:00PM
Networking Break
04:00PM - 04:50PM
Networking and Partnerships Online: Expanding Your Digital Marketing Reach (Marketing Track)
Mark DeGrasse
04:50PM - 05:00PM
Closing Remarks
Jaime Rodriguez
06:00PM - 08:00PM
Networking Reception & Dinner - Luau Themed!
Grand Caribbean 7 ( where lunch was)

Day 2: June 26, 2024

09:00AM - 09:15AM
Opening Remarks
Emcee: Jocelyn Maynes
09:15AM - 10:05AM
Unlocking Balance: Strategies for Thriving in Business & Life
Kelly Gonsalves
10:10AM - 11:00AM
Pants Optional: Maximizing Remote Team Engagement (Team Track)
Jeremy VanGroll
10:10AM - 11:00AM
Breakout - Streamlining Success: Automating Your Online Marketing (Marketing Track)
Heidi Ryder
11:00AM - 11:30AM
Networking Break
11:30PM - 12:20PM
Workflow Wonders: Designing and Implementing Efficient Bookkeeping
Processes (Workflow Track)
Vanessa Vasquez
12:20PM - 01:45PM
Networking & Lunch
Lunch provided
01:45PM - 02:35PM
Content That Converts: Building a Lead-Generating Machine with AI (Marketing Track)
Mark DeGrasse
02:40PM - 03:30PM
Main Stage - How to be a Tax Pro's Bookkeeping BFF (Marketing Track)
Kirstin Reeder
02:40PM - 03:30PM
Breakout - Outsmarting Yourself: Apps & Hacks to Win the Day (Workflow Track)
Chris Kocina
03:30PM - 04:00PM
Networking Break
04:00PM - 04:50PM
How to Go From No Voice to Influencer (Marketing Track)
Geni Whitehouse
04:50PM - 05:00PM
Closing Remarks
Emcee: Jocelyn Maynes
05:30PM - 08:00PM
Private VIP Dinner
For VIP ticket holders

Day 3: June 27, 2024

09:00AM - 09:15AM
Opening Remarks
Emcee: Jocelyn Maynes
09:15AM - 10:05AM
Success is a Team Effort: Build a Strong Support Network to Bring Your Vision to Life (Team Track)
Joe Tidwell
10:10AM - 11:00AM
Main Stage - Earn More, Work Less: Enhancing Team Performance (Team Track)
Jaime Rodriguez
10:10AM - 11:00AM
Breakout - Become a Better Bookkeeper with Tax Info (Workflow Track)
Kirstin Reeder
11:00AM - 11:30AM
Networking Break
11:30AM - 12:20PM
The Proposal to Cash Formula: Avoid Ghosting & Secure Revenue (Marketing Track)
Omry Man
12:20PM - 01:45PM
Networking & Lunch
Lunch provided
01:45PM - 02:35PM
From the Experts: Trial and Error (Expert Panel)
Moderated by Jocelyn Maynes
02:40PM - 03:30PM
Main Stage: Unlocking Niche Gold (Marketing Track)
Zach Johnson
02:40PM - 03:30PM
Breakout - Workshop: Building your Business Foundation with AI & Software (Workflow Track)
Jaime Rodriguez
03:30PM - 04:00PM
Networking Break
04:00PM - 04:50PM
Crafting Meaningful Connections: Prospects, Partners, Clients & Team (Marketing Track)
David Perry
04:50PM - 05:00PM
Closing Remarks
Jaime Rodriguez