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11:00 - 11:50 AM | Joe Woodard
Opening Keynote with Joe Woodard
Kick-off Encore Day with an inspiring keynote from industry leader Joe Woodard. In this dynamic session, Joe will explore the evolving landscape of accounting, the crucial role financial professionals will play in shaping the future, and the leadership skills needed to thrive in this fast-changing environment. Joe’s deep industry experience and visionary approach will challenge you to rethink traditional methods and embrace innovation. Whether you're looking to elevate your leadership skills, enhance your practice, or better navigate the rapid advancements in technology and regulations, this keynote will provide you with actionable insights to stay ahead of the curve.
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12:00 - 12:50 PM | Kelly Gonsalves
Must-Have Apps for ProAdvisors
Presented by Kelly Gonsalves, this session is a must for any ProAdvisor looking to streamline their workflows with the most innovative apps available today. We will discuss what I consider to be must-have apps for ProAdvisors, but we will also expand that across several niches. These recommendations will come from colleagues of mine who are known for their expertise in their niche. We will cover general must-have apps, as well as some must-have apps for the e-commerce, legal, restaurant, construction, and non-profit industries.
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1:00 - 1:50 PM | Eric Green
Crazy Tax Cases
Tax guru Eric Green takes you on a journey of the craziest tax cases, what practitioners and taxpayers can learn from them, and how to apply their lessons to your situation. Everything from Tax Protestors, drug dealers, deducting the cost of an arsonist, S Corp reasonable comp horror stories to Joe Francis’s Girls Gone Wild story! This session eaches lessons in a fun, unorthodox lecture that is sure to both entertain and educate.
2:00 - 2:50 PM | Deb Defer
Conquering Cash Flow: A Technological Revolution in Financial Management
Join Deb Defer as she explores new technological solutions for cash flow management, helping you enhance your advisory services with cutting-edge tools. Cash flow is a cornerstone concept in finance, centering on the dynamic movement of cash within a business during a defined timeframe. In this session, we will delve into a comprehensive understanding of cash flow theory and explore how you can harness cutting-edge technology to deliver strategic advisory services to your clients, specifically in the realm of optimizing and managing cash flow.
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3:00 - 3:50 PM | Debra Kilsheimer
Storytelling: How to Connect with Prospects and Clients
As accountants, we deal with facts and figures. But business decisions are not based on logic! However, when you share a story people are more like to be persuaded and moved. This class will teach you techniques of turning these facts into relatable stories. Stories communicate and help connect you to your clients. You'll start working on your own story so you stand out from the competition.
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4:00 - 4:50 PM | Deb Defer and Emily Cheshire
Feature by Feature: Comparing Xero & QuickBooks Online
Deb Defer and Emily Cheshire will provide an in depth comparison of QuickBooks Online (QBO) and Xero. With constant feature improvements, it's hard to keep up. In this head-to-head comparison, Amanda Aguillard, CPA, author of Xero: A Comprehensive Guide for Accountants and Bookkeepers, and Deb Defer, Director of CAS Consulting at Woodard, will demonstrate key differences between Xero and QBO.s.
5:00 - 5:50 PM | Joe Woodard
Closing Keynote with Joe Woodard
Wrap up Encore Day with a powerful closing keynote from Joe Woodard, designed to energize and equip you for the road ahead. Joe will synthesize the key insights from the day’s sessions and provide a roadmap for implementing the strategies and tools you've gained. As the event draws to a close, Joe will leave you with actionable steps to transform your leadership, optimize your services, and future-proof your practice in an ever-evolving industry.
