Intacct has the powerful ability to track and report on each piece of information in the system by as many as 8 different categories, or otherwise called Dimensions in Intacct. You have the option to use as many of the dimensions available to create value for your client engagements. You have the option to track everything in the system by customer, product, channel, location, entity and much more! In this course you will learn how to select the dimensions that are most relevant to your client's business.

In this session, Mark Albrecht will share his vision and future direction for XCM, reviewing new capabilities for this year and giving users a glimpse of development initiatives planned for the coming year.

Risk Assessment Tools, Interactive Tax Checklists, Online Professional Libraries, Multi-platform e-Books

In this session you will discover the digital resources and information that the AICPA offers to assist you in your digital practice. From information and tools to thoughts and best practices, the AICPA resources are respected in the industry as providing the best possible guidance. This session is ideal for CPAs who are just learning about digital tools and those who are expanding their expertise. Come see what the AICPA has to offer you.

Join Darren Root and a panel of CPAs as they discuss what it means to be a digital CPA. They will explain the difference between digital natives and digital immigrants and explore how do deal with clients and prospects who fall into both categories.
In this session, you'll learn:

• how to deal with an existing client base that is less digital by nature,
• how being a digital CPA has no borders, and
• about the necessary solutions and applications that can help you build your digital platform.

An integral part of the best practices process for on-boarding new clients within a firm is finalizing the client engagement letter and service level agreement. In this session, we will review an AICPA sample of a Client Engagement letter for outsourced accounting services, and identify important elements that you should consider in your engagement. You will learn best practices and guidance in numerous areas within the engagement letter including:

• Accurately defining the scope will be important to avoid scope creep – also including list of services/assurances your firm will not provide,
• Identifying areas of client duties and technology/third-party disclaimers related to the use of cloud technology,
• Structuring your fees,
• And additional clauses related to business insurance, governing state laws etc.

Believing in what Intacct and the cloud can do for your practice can sometimes be a lonely place in the firm!  Not only do you need to convince Firm Management about the revenue and profitability opportunity, you also need to convince the accountants that are doing the client work that this will make their lives better.  Learn from your peers best practices in making this a convincing proposal to all parties in your firm!

In Bill.com Essentials, participants learn the core benefits of Bill.com including adding staff, creating new client accounts, paying bills, creating invoices and generating reports. Throughout the session, participants learn how Bill.com establishes more efficient business workflows and processes. Session Objectives: Set-up and configure a Bill.com account using the Startup Checklist, Enter/Approve/Pay Bills, Create and manage customer invoices and receive payments, Sync to popular accounting systems, Generate reports to manage the business, Develop efficient workflow process.

Paychex shares an in-depth look at some of their latest technologies and the future of on-demand payroll and human resource service delivery.  You will experience first-hand the innovative applications and connectivity between payroll, retirement services, labor management, time and attendance. Attendees will recognize the advantages of current and planned technology enhancements including advanced reporting capabilities, mobility features, tablet integration, and more.

XCM report templates and custom report generation capabilities serve as strategic tools to empower firm leaders to have an up-to-the-minute picture of all work within the firm, including historical project information, budgeting data, available resources, process details, and client knowledge - critical to making informed management decisions. This interactive session will review available report templates and demonstrate how to best use new custom report capabilities to help participants determine best uses within their firms.

In a time when traditional services are being squeezed by what the client is willing to pay, what our professional standards/legislation dictate that we do, and what our litigious environment is increasingly challenging, becoming our clients most trusted business  advisor is one silver lining on a cloudy horizon. But if we are not careful, we will continue to get stuck doing the work queued up on the floor rather than helping our client achieve whatever goals and objectives they are chasing.  Businesses everywhere are asking new questions; instead of "how profitable are we," questions focus more on "what can we do to continue to be profitable into the future." While we have the knowledge to provide this assistance, this session centers on augmenting and/or refining the skills required to effectively deliver these future focused facilitative/advisory services.

Here are some of the topics we will cover: Learning how to move from being an Expert to an Advisor, Asking the kind of open-ended questions that promote the client expounding on issues beyond traditional accounting problems, Improving your listening and communication skills, Understanding how to act in the role of your client's general contractor, and Listening to understand what is keeping your clients awake at night and much more.

Join our expert panelists that will cover their lessons learned in on-boarding new clients and working with current clients to transition to cloud accounting. Whether it is a write-up, bookkeeping or controllership services, planning your approach to the transition and defining client expectations, responsibilities and time commitment involved is key to success. Learn best practices from our panelists in engaging new and current clients on the transition, educating them on the ways the system can help through real-time access to dashboards and reporting, helping clients to do their own evaluation on available cloud vendors, as well as the process of transitioning a client to a more profitable engagement for the firm. Gleam insight on how you may become a "cloud psychologist" by learning how to ease new client concerns on security, accessibility, and change management. Discover the different perspectives of this panel on how they address having a standard, repeatable process, format and pricing package to help their clients gain confidence that they have best practices to bring them to a successful cloud implementation and ongoing relationship.

For nearly 20 years, Russell Wasendorf, Sr., CEO of Peregrine Financial Group (PFG) skimmed customer funds from PFGBest accounts and concealed the $200 million fraud so well that no one suspected any wrong doing including external auditors.

This session will discuss the details of how Russell Wasendorf hid the fraud for so long, the events leading up to the fraud's discovery, how the fraud scheme was finally uncovered, and what auditors can do to help identify and prevent fraud from taking place.

The Bill.com Expert Certification workshop examines advanced features, concepts and techniques for managing your practice with Bill.com. You will explore how to leverage Bill.com to achieve workflow efficiencies and learn best practices from current Bill.com Experts. In addition, the workshop examines the interaction between firms and their clients to help improve overall productivity and profitability. At the end of the workshop members of the Bill.com Accountant Program can take the Expert Certification Exam to become certified.

Additionally, you will learn: Advanced accounts payable functions, Advanced accounts receivable functions, Cash flow forecasting and management, Document management, Data entry service Part I Includes: Workshop Introduction and Advanced Accounts Payables. Part I covers advanced accounts payable functions, including: Setting up ePayments, Setting up recurring bills, Entering vendor credits, Viewing Transaction history, Voiding payments, Reviewing the Audit Trail, and Managing Exceptions

Please note: You must attend parts one through four to become certified.

For those CPAs who elect to resell private-labeled payroll services to clients, SurePayroll, a wholly owned subsidiary of Paychex has a reseller application designed with your needs in mind.  Functionality demonstrated will include robust firm branding, billing & markup options, mobile solutions, and general ledger integration with Intacct's financial package.

Your clients rely on you to help keep them in business by worrying about their balance sheets while they focus on the business. You know they value - and pay for - your expertise, not well kept books or pretty financial statements. Those are simply the tools (albeit essential tools) that help you do what you do. This interactive session will show you how XCM can help you streamline daily accounting work to enable you to focus on the coaching and consulting your clients value most.

Learn the best practices and proven techniques that hundreds of firms are implementing to develop a highly profitable outsourced accounting practice. This session will review recent survey data, and you'll hear from a panel of progressive CPAs on how firms, small and large, are gaining a competitive advantage with cloud-based client accounting services from transactional business process outsourcing to highly strategic and consultative controllership/virtual CFO services. Hear first hand from a panel of CPAs that includes Steve Chaney, who built a successful outsourced controllership practice serving over 300 not-for-profit clients, doubling the firm's revenue within two years of moving to a cloud-based platform; Michael Smith, who built a winning outsourced accounting and BPO specialization for McGladrey; You'll learn:

• The keys to success in this area as they relate to change management and practice development strategies
• How firms are pricing and packaging these services; staffing this area; developing deep client industry-vertical niches; and becoming engaged with clients in a more strategic business consultative manner

As your Outsourced Accounting practice is looking to grow and bring on new business, a thorough client needs assessment is vital before these clients are on-boarded. An important step in the prospect-to-client process, a good client needs assessment not only helps ensure you are accepting the 'right fit' clients and avoid potential risk areas, but can also be a revenue generator for your practice. It will enable your firm to combine business process improvements and technology to create more efficient and scalable finance and accounting processes for your clients. In this session, we will review the best practices involved in this process including: Conducting your needs assessment on-site versus remote, The AICPA/CPA2Biz tool that will assist you in capturing and understanding general business activities and documenting operational workflow, procedures and best practices for your new client, ERP requirement checklist. You will walk away confident in the steps needed for your next client needs assessment and see an example of what a completed document might look like.

Learn proven techniques for a step-by-step roadmap to transition your client accounting practice from desktop accounting software to a cloud-based service delivery platform and higher value strategic consultative services. Topics to be addressed include:

• Change management from the firm's and client's perspectives, and how to manage expectations
• How to sell internally to managing partners
• Business planning for cloud services and defining the services to be offered (payroll, A/P, sales tax, bookkeeping, financial statement preparation, outsourced controllership/ CFO services)
• Building your platform with software selection
• Acquiring new clients; marketing strategy; staff training
• Developing metrics to evaluate success

Learn about Intacct's powerful workflow engine and how to leverage this capability to collaborate with clients. Automate formerly manual processes, improve productivity and reduce data entry errors across your organization and with your clients. This session will help you create more efficient processes whether you are doing the accounting for the client on an outsourced basis or teaching the client how to best utilize the system for themselves. Learn the transaction definitions to optimize workflow in areas such as time and billing, sales order, purchasing, expense management or other processes, as well as configure and deploy approval workflow with your clients.

This interactive training session will cover advanced functionality within XCM for the firm's power users.

This interactive training session will cover the "Best of the Best Use" trainings to help new users and those who could use a refresher learn to work more efficiently with XCM.

Come and hear three stories of firms that have recovered from significant natural disasters. The panelists' firms came through Katrina (2005), the Joplin tornado (2011), and Sandy (2012). We'll discuss what happened, how they managed through it and, most importantly, the lessons you can learn from their experiences.

See a live demonstration of the Intacct and Bill.com integration.  Learn tips & tricks of getting the most out of the power of these 2 products working together in your client engagements.

Legislative updates from top experts at Paychex who actively monitor local, state, and federal developments.  This session focuses on up-to-the-minute statuses of key active and pending legislative items including payroll tax, retirement, health care reform, and employment law regulatory developments. The knowledge gained will provide a greater understanding of the latest legislation, in order to be best able to respond to client inquiries, as well as to proactively engage clients about critical regulations.

Write-up engagements can be a great opportunity to engage a client that is not quite ready for the full outsourced accounting services you offer, but is interested in other firm services. Intacct can provide your practice a new way to think about how to deliver these engagements and create added value by providing dashboard access for financial reporting . Learn how to leverage Intacct and automate many of the manual processes you may have today around gathering data. Utilize Intacct across your organization to drive more efficient processes, utilization of one system versus multiple software programs and provide the client self-service access to their financial reporting and analysis.

This interactive training session will review key functionality within XCM appropriate for the partner/manager level within the firm. Features covered will include advanced search, key management reports review, using checklists, signoffs, as­signing level of difficulty and priority, budgeting, and general uses of the four workflow categories.

This interactive training session will review key functionality within XCM appropriate for all levels of staff members and users that have administrator responsibilities within the firm. Features covered will include bulk operations in My View, using key search functionality, user reports, issues/points capabilities, signoffs and checklists usage, firm level reports, running due date and summary reports, administrator reports, setting up checklists, creating firm specific jurisdictions, and reviewing uses for other workflow categories.

With all the "cloud-washing" going on today it's reassuring to know that there are REAL SaaS solutions, being used by REAL accountants, to serve REAL clients and solve REAL problems. This presentation will cut through the fog of "cloud everything..." and focus on real tools that those accountants are using - today - with their clients. What you learn will surprise you! You're guaranteed to learn about important tools that you didn't know existed.

This session will address using mergers and acquisitions to launch or strengthen a digital-based client accounting services niche. Specific areas addressed include the advantages of using M&A over an organic approach, pitfalls to avoid, valuing target firms, alternative deal structure, and the recommended process to complete a successful acquisition.

Building efficiency into every audit can create savings for your firm, yet staff auditors still spend time chasing paper and doing tasks that should either be automated or done by someone other than an auditor. During this interactive session, learn how one firm tackled the inefficiencies of their audit confirmation requests by centralizing the process - a process that required no cost to implement and brought positive improvements to their audit practice. This session will also provide best practices and tips to help make audit procedures more efficient.

Want to boost your brand, become a thought leader, start a conversation, and drive the world to your website all at the same time? Here's how: Start a blog. This quick-start guide will help you launch your blog and show you what you need to do to make it shine.

As an experienced Intacct user, you'll want to learn techniques on how you can use the robust user permission and role management capabilities in Intacct to increase security, ensure compliance and segregate duties to implement proper controls into the system. You will get hands on experience delegating permissions to members of your team and your clients while retaining control over security and compliance.

The 2011 PCPS CPA Firm Top Issues Survey revealed that acquiring new business and client retention were among the top three challenges identified by all firm sizes. Competition for new business is increasing and, as client needs change, they seek new services and have amped expectations. In this session, you will learn about new tools and resources you can use as a strategic weapon to help address these challenges.

This session will provide you with tools you can put in practice from proposal ideas to hands-on business development tools. Learn how to improve your success in:

• Client Acquisition
• Client Retention
• Client Development

Millennials, Generation Xer's and Baby Boomers all have unique generational experiences and values. To capitalize on your similarities and manage your differences, you need to understand the core distinctions between the generations and identify methods for maximizing collaboration and teamwork. Attend this session to:

• Understand the generational concept and explore Baby Boomer, Gen X, and Millennial differences and similarities
• Learn methods for developing cross-generational empathy and appealing to the unique motivators of the different generations present at your clients and within your team
• Explore approach changes you can make to succeed with a combination of Baby Boomer, Gen X, and Millennial leaders in your midst

Leave this session with concrete strategies for developing active partnerships between clients and team members of diverse generations, improving retention and profitability.

Steve Jobs, one of today's most recognized visionaries, urged us to "Think Different," and as a result was the force behind Apple's rise to technology stardom. Learn how Darren Root applied this legendary mantra to the accounting profession and transformed his small practice into a Next Generation Accounting Firm. Darren will discuss the four major things he learned by observing Steve Jobs, including

• Building a simple model and defining your business
• Maintaining control of your brand image
• Building a gateway to do business
• Getting control your business environment

Expect to leave this session thinking differently!

The tax panel will include practitioners with specific expertise managing successful, automated tax practices. They will share their best practices in using automation tools (like XCM) in the tax department, and answer attendees' questions on a variety of topics such as tips for preparing for tax season, managing estimated payments, tracking engagement letters, and best uses for in-season reports to help you foresee and address potential bottlenecks before they become a problem.

Many firms are taking advantage of the advancements in cloud technology to transform their client accounting service practices and offer higher value, outsourced CFO services to their clients. However, one of the biggest struggles we see for firms is pricing. Their natural instinct is to take the traditional model of rate times hour and try to apply it in this new environment. The problem is that model just doesn't work here. As you gain efficiencies with web technologies, you'll actually spend less time on transactional processing. More of your time will go towards true business advisory services and in an hourly billing model; you'll likely find yourself losing money.

Value should be determined by the client, not by the hours invested in the project. Firms need to step outside their comfort zone and force themselves to think more like entrepreneurs. What would it cost the client to hire employees to perform these services internally? What value will the client recognize from leveraging the firm's technology platform and existing processes? Change orders should also be an important part of pricing strategy. When the engagement goes beyond what was outlined in the initial scope, change orders offer both protection and opportunities for additional work. Finding these additional opportunities requires conversations with the client and discussing their dangers, opportunities and strengths. Transitioning client accounting services to the cloud is a huge opportunity for firms across the country with countless benefits. The common mistake though is to jump right to the technology decision when the change management and business process issues are the challenges that need to be addressed up front. Attend this session to learn essential tips that will help you re-evaluate how you price your firm's engagements, successful strategies for billing and collections based on fixed fee, value-added pricing, and often, most importantly, how to find the right clients and avoid the wrong ones!

If any of your clients have a business centered around projects, Intacct can help to streamline and automate the capture of billable and non-billable time, reduce revenue leakage, maximize billable hours, gain control over current project costs & margins and forecast more accurately for future projects. This course features hands-on exercises covering how to turn on, configure, implement and deploy Intacct Project Accounting.

The Bill.com Expert Certification workshop examines advanced features, concepts and techniques for managing your practice with Bill.com. You will explore how to leverage Bill.com to achieve workflow efficiencies and learn best practices from current Bill.com Experts. In addition, the workshop examines the interaction between firms and their clients to help improve overall productivity and profitability. At the end of the workshop members of the Bill.com Accountant Program can take the Expert Certification Exam to become certified.

Additionally, you will learn: Advanced accounts payable functions, Advanced accounts receivable functions, Cash flow forecasting and management, Document management, Data entry service Part II focuses on: Advanced Accounts Receivables. Part II covers advanced accounts receivable functions, including: creating invoice templates, attaching documents to invoices, collaborating and sharing documents with customers, setting up recurring invoices, setting up auto pay, using notes and actions, collaborating, and sharing documents with customers.

Please note: You must attend parts one through four to become certified.

As practitioners increasingly use PDF files, reviewing and editing these documents efficiently becomes a key component of a productive preparation and review process. In this session, you will learn XCM provided best practices for reviewing and editing PDF documents through the proper utilization of key features within Adobe and provided through the XCM Adobe Toolbar add on product. Become more efficient and productive working with PDFs by attending this session.

Recent survey data shows that the top benefits accounting firms are experiencing in leveraging cloud-based applications with clients include:

• Being able to work anywhere, anytime
• Disaster backup & recovery
• Improved client service & collaboration
• Being able to use the latest innovative applications
• Being able to serve non-local clients
• Ability to expand services & create new revenue sources Hear from a panel of progressive firms about their firsthand experiences developing deeper collaboration with clients, and providing real-time visibility into their day-to-day business operations and cash flow, and how this has created a competitive advantage for them in their role as a strategic business advisor.

Public accounting is both a knowledge profession and a "people" business. It demands that its practitioners develop leadership and communication skills. As firms develop and grow, managing learning becomes a critically important, competitively differentiating function. Attend this session to better understand trends in learning within the profession and:

• Understand how firms are resourcing and managing learning
• Gain insight into the mix of learning methods firms are using to appeal to different learning styles
• Discuss best practices, stories and benchmarking data to improve your firm's learning function

Leave this session with practical ideas to enable you to refine or develop your firm's learning plan and turn learning into a competitive advantage for your firm.

Learn from your peers about niche practices they have created in industries such as food & beverage, franchises, professional services and healthcare. Understand their industry selection process and how the steps they went through to grow that practice in their firm. Take away an understanding of areas such as: pricing models, marketing strategies, firm efficiencies, growth they have experienced due to the specialization in different markets. Also, learn how each vertical has customized their Intacct Client Templates for their Industry Niche. See a live demo of Intacct Templates they have created in different industries. Learn about customized dashboards & KPIs they have created for these industries. Additionally, understand what add-on applications they utilize to streamline data entry for their niche and best practices in how they onboard and support their clients.

How do you develop a successful, measurable social media plan to advance your firm's business goals? Join Barry MacQuarrie, CPA, Consultant at KAF Financial Group and Stacie Saunders, AICPA's social media and member engagement strategist, as they discuss how to develop a business case for social media, organize a strategy and measure your success. Gain insights from real word examples and learn about free resources available to help you get started.

This course if for those that are already comfortable with reporting in Intacct and want to take their skills to the next level. GAAP Financial Reporting will be covered. Bring your toughest questions to ask our Intacct expert about reporting!

The Bill.com Expert Certification workshop examines advanced features, concepts and techniques for managing your practice with Bill.com. You will explore how to leverage Bill.com to achieve workflow efficiencies and learn best practices from current Bill.com Experts. In addition, the workshop examines the interaction between firms and their clients to help improve overall productivity and profitability. At the end of the workshop members of the Bill.com Accountant Program can take the Expert Certification Exam to become certified.

Additionally, you will learn: Advanced accounts payable functions, Advanced accounts receivable functions, Cash flow forecasting and management, Document management, Data entry service Part III focuses on: Cash Forecasting and Reports. Part III covers cash flow management, forecasting bank balances over 90 days and predicting inflows and outflows to precision manage cash flow.

Please note: You must attend parts one through four to become certified.

The Problem-Solving Roundtables will tackle some of the most common process and technology challenges firms face. Users from different firms will work together to come up with creative solutions to common practice management and XCM best use challenges. The best ideas may serve as the basis for new best practice materials and/or new development initiatives.

In this session, Jim and Chris will overview the new SOC 1,2 and 3 reporting. They will discuss the transition from SAS70 to SSAE16 and the current SOC reporting model. They will share the procedures on what goes into the various SOC reports and discuss the SOC report that is right for the specific situation. At the conclusion of the session the attendee will have the knowledge to allow them to select a vendor that right for them.

How does your firm stack up against the competition? How have firms fared in a down economy? Which Survey findings will benefit me the most? What's the next biggest firm group doing differently? These questions will be answered in this interactive session discussing the results of the 2012 PCPS/TSCPA National MAP Survey.

Get insight on the results of the survey through this informative session which will touch on:

• History and process of the survey
• MAP trends at a national survey
• Key benchmarks and regional statistics to help manage your firm
• Key recommendations to improving the numbers

Are you finding it challenging to sort out all of the choices available for automating your practice? The options are seemingly infinite; the challenge is making the right IT investments and avoiding the wrong ones. This session will present a clear roadmap for how you can leverage the benefits of the cloud computing paradigm. John will articulate the ten key steps you should take to transform your practice to a digital model based on cloud computing that will maximize the quality of your client services, the productivity of your staff and the profitability and value of your firm.

Ensuring proper stewardship of funds and complying with federal reporting requirements is critically important to nonprofit organizations. Managing cash flow and tracking and reporting on sources and uses of funds also has its unique challenges. In this session, you will learn how cloud computing is a great fit for the not-for-profit client vertical. Steve will share the challenges his firm faced using a legacy fund accounting system and how he transitioned to a new cloud business model. Learn how a robust and advanced cloud accounting solution can track grant and fund management and provide real-time financial visibility and customized financial reports and dashboards to key stakeholders.

This course is a continuation of Part 1 for those that are already comfortable with reporting in Intacct and want to take their skills to the next level. Ad Hoc Custom Reporting and Dashboards will be covered. Bring your toughest questions to ask our Intacct expert about reporting!

The Bill.com Expert Certification workshop examines advanced features, concepts and techniques for managing your practice with Bill.com. You will explore how to leverage Bill.com to achieve workflow efficiencies and learn best practices from current Bill.com Experts. In addition, the workshop examines the interaction between firms and their clients to help improve overall productivity and profitability. At the end of the workshop members of the Bill.com Accountant Program can take the Expert Certification Exam to become certified.

Additionally, you will learn: Advanced accounts payable functions, Advanced accounts receivable functions, Cash flow forecasting and management, Document management, Data entry service Part IV focuses on: Document Management, Data Entry Service and Certification. Part IV covers workflow efficiency procedures including: advanced document processing techniques, Bill.com's Data Entry Services, and Members of the Accountant Program will also be able to take their certification exam.

Please note: You must attend parts one through four to become certified.

XCM allows firms to manage the extension process independently with its own unique list of statuses. This session will review the extension process, including how to create an extension and move it through the workflow, bulk move extensions, and track your extensions through advanced search and reporting. This session will also cover how to best manage multi-jurisdiction extensions.