As an accountant or bookkeeper, the most important thing you can do for your business is to continue to invest in your education. And, many times, that means attending a major conference (or two). In this webinar, we shared our top tips and tricks that will help you maximize your conference experience — just in time for one of the most anticipated events of the year, QuickBooks Connect 2016. You'll learn how to: - Select your sessions based on what will be most valuable - Execute after the conference & turn your learnings into results - Make the most of the "unofficial" conference events Watch the full webinar here: https://youtu.be/iVGV3VUvBZU

2. Kelly Bistriceanu
TSheets Accountant Program Director
@kellytsheets
Yoseph West
Hubdoc, Head of Marketing
@ycwest

3. - It costs you a lot to go to a conference
- Travel
- Your Time
- Putting Your Core Business On Hold
- Make Sure You Get The Best Return Possible
- New contacts
- New technology
- New business methods
- New clients
YOUR COSTS
Travel | Time | Putting your business on hold
GET THE BEST RETURN POSSIBLE
New contacts | New technology
New business methods | New clients & partners

4. WHAT CAN HAPPEN.
● Generally overwhelming (30% of
attendee’s never enter the exhibit hall)
● “Shiny Swag Syndrome”
● App Exhaustion
● Distraction + Short Breaks Between
Sessions
HOW TO AVOID THIS.
● Make a list before you go
● Stick to your priorities
● Plan breaks
● Who’s your buddy? Pair up!

6. WHAT TO LOOK FOR
● Meetup groups
● Sponsored happy hours
● Big sponsored parties
● Hosted dinners
PRO TIPS
● Think about your goal going in (it’s ok
to just have fun!)
● Know who’s hosting and why they
matter to your business
● Have 2 conversation starters (relevant
to your business) ready.

8. THERE’S A LOT OF GREAT CONTENT OUT THERE!
● Make a mission statement for your time at the conference
● Know your key areas of interest for business growth
● Evaluate each session against these areas and mission
● If two sessions conflict ask:
○ Will there be a recording available?
○ Do you know someone else that might be going that can fill you in?
○ Is there another session scheduled?

9. ● Organize your list ahead of time
● Be prepared to take notes
● Attend session with a colleague so you can discuss and gain different
perspectives
● Hang out after sessions and ask speakers questions (during and after!)
● Sit down next to people you don’t know and introduce yourself
● Don’t be afraid to let go of old ideas
● Make a list of action items

10. Mike Michalowicz
Dawn Brolin
Laura Redmond
Rachel Fisch
Monday’s Keynotes

11. Wednesday, 10/26 - 12:45-1:45pm - Growing your company from 20-100
employees - panel session led by David Leary

12. Hubdoc Sessions
The Playbook for Building a Successful Niche Practice
Tuesday, 10/25 - 2:45-3:45pm
Join us for this informative session where we'll cover why going deep works, how to find a niche, and
best practices for developing and communicating your expertise.
Features
Gita Faust, Mariette Martinez, Jeff Wilson II & Jamie Shulman

13. ALMOST EVERYONE HATES NETWORKING
● Reconnect with old friends
● Make people come to you
● Pair with a “superconnector” (Judy Robinett)
○ How Can I Help You?
○ Do You Have Any Ideas For…
○ Who Else Would You Recommend I talk With?
● Focus on the relationship (the person behind the business opportunity)
● Take subtle notes :)

14. BEFORE YOU GO
● Schedule time for your post
conference catch up work
(overestimate)
● Also set aside time for the NEW
things you’ll want to do
● Set your intentions (know your
goal for attending)
WHILE YOU ARE THERE
● Take notes as you go
● Dedicate 30 mins a day to check
email/respond to priorities
● Sleep + Eat
● Keep an active list
● Have a system for organizing
and prioritizing
● Keep your goal in mind

15. AFTER YOU GET BACK:
● Reaffirm your goal
● Hold yourself accountable
● Get organized
● Support others and they’ll
support you!

16. ● Shop smart (as soon as you land find a grocery
store and stock up on supplies to keep you
feeling strong all week long)
● Plan for pain (want to rock your best shoes a
day or two? Go for it, but always pack back up
flats or sensible shoes. Also - bring bandaids!)

17. ● Comfortable shoes
● Notepad
● Laptop/iPad & charging cord/power pack
● Business cards (more than you think!)
● Backpack
● Uber/Lyft Account
● Download the QBConnect app

18. VIP Account for You!
- One free Hubdoc account for Accountants & Bookkeepers
- Simply sign up at https://app.hubdoc.com/signup
- Once you love Hubdoc, begin adding your clients
- Supercharge your practice!

19. TSheets to add Offer Slide
Thank you for attending!
You are approved for our PRO Program
● Free TSheets Account
● 20% Commission
● 10% Discount for Clients
● Free, Unlimited Support, Onboarding and Training
(for you and your clients)!

20. Kelly Bistriceanu
TSheets Accountant Program Director
@kellytsheets
Yoseph West
Hubdoc, Head of Marketing
@ycwest