Keynotes:
Keynote #1
Terry
Paulson, a PhD psychologist
As
a PhD psychologist, a recognized expert
on change management and author of the
popular books, They Shoot Managers Don't
They, Making Humor Work and 50 Tips for
Speaking Like a Pro, Dr. Paulson has
been helping audiences transform their
self-limiting beliefs into
self-fulfilling breakthroughs to achieve
their personal and professional goals.
His dynamic and compelling programs
provide both the attitude adjustment and
the practical strategies for
organizations, leaders and teams to make
strategic change work!
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Keynote #2
Ten Things
Smart Businesses Do
A comparative analysis of the highlights
of various surveys comparing the
productivity and profitability of
companies across the country and an
examination of what sets apart the upper
quartile earners from the rest of the
pack. We’ll look at 10 specific
technologies (software, hardware, AND
best practice implementation) that seem
to be common to high-level performers.
We’ll include an actionable punch list
of things YOU can do to become part of
the elite performers in your business or
profession. Learn how the super-charged
operations (their principals work fewer
hours but earn MUCH MORE per year more
than average!) adopt technology and
change procedures to take advantage of
it!
Gregory
LaFollette, CPA.CITP and Executive
Editor of
The CPA Technology Advisor, is a
nationally recognized speaker on
subjects that address the use of
technology to support a better business
process with the goal of
building a
better business. Greg is an
accomplished professional who is adept
at sharing his knowledge in ways that
both engage and inform the audience.
Greg is uniquely qualified to help you
navigate through the technology maze to
find practical solutions that work. In
past lives he practiced for over 25
years in the large, local firm he
founded in South Dakota and spent over
five years as VP of Product Strategy for
Thomson Tax & Accounting’s Creative
Solutions business unit. He left that
position in 2003 to “reclaim my
independence” and take editorial and
strategic responsibility for The CPA
Technology Advisor. His role with the
magazine provides him enhanced access to
the executive leadership of all of the
major software vendors while his
consultancy role provides him the
opportunity to be in literally hundreds
of practices.
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Keynote #3
Keynote
presentation by Shafat Qazi, CEO and the
Founder BQE Software Inc. Hear Shafat talk
about Past, Present and Future of BillQuick
and how the changes in software and
technology will impact your business growth
and processes.
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BillQuick Training Tracks:
Optimizing BillQuick to Your Business
Environment
Are you getting
maximum benefits from BillQuick?
Managers of the BillQuick environment
should attend this session to learn to
optimize BillQuick for their company.
The session covers how to adapt
BillQuick at the micro level by
fine-tuning settings, security
permissions and processing rules. In
addition, the session discusses key
issues in the macro environment that can
speed up processing, eliminate manual
procedures, and more. Macro issues
include Microsoft Access versus
Microsoft SQL Express, using BillQuick
in a Macintosh environment, and remote
offices and workers. An optimized
environment saves time, reduces effort,
and maximizes billable hours.
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Tracking Time and Expenses
Time is the foundation
of how you measure the value of your
work, its cost and profitability.
Prompt, accurate time and expenses
ensures you have credible, useful
management information upon which to
base decisions. Capturing this
fundamental data can be the difference
between thriving or just surviving. This
training session is essential for
principals/partners, accounting,
administrative, project management and
others. Learn how to capture time with BillQuick’s Simple Time Card, Sheet View
and Timer and how to efficiently record
expenses. Also learn about shortcuts
that can save time and effort. Finally,
learn how to submit time and expenses
for timely approval, ensuring a faster
and more efficient billing process. The
training session also includes an
overview of capturing time and expenses
in Web Suite.
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Understanding BillQuick Accounting
Integration Principles
Do you integrate
BillQuick with your accounting software?
If not, you are wasting hundreds of
hours and a lot of effort. Accounting
staff and principals/partners need to
understand the principles of integration
and equally important, why you should
integrate your accounting software with
BillQuick. This session lays out the
flow of data from/to BillQuick and your
accounting package. Also you will learn
about initial integration and day-to-day
integration and how to control what data
flows between the applications. Finally,
you will learn how you control when
synchronization should happen –
On-Demand, On-Schedule or Real-time.
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Billing
with BillQuick
Does your billing
process takes 10, 15, 20 or more days
each month? Worried about the work in
progress (WIP) lag – the weeks between
recording time and expenses and billing
them? Then this is the session you need
to attend. Principals/partners,
accounting staff and others in your
company will learn the Billing Workflow
from time and expense entry and approval
through generating invoices. Billing
topics in this session include contract
types and their behavior in Billing
Review, making billing decisions
on-screen and offline with the Billing
Review Report, making adjustments,
excluding items, editing time and
expenses, applying retainers, giving
courtesy discounts, and draft invoice
sign-off. Equally important, the session
presents proven, effective and adaptable
billing procedures that combined with
effective billing setup can
significantly reduce billing time and
reduce WIP lag.
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In-depth BillQuick-QuickBooks Integration
Integrating BillQuick
and your accounting software has the
potential to save hundreds of hours each
year. Accounting staff and others who
want to build on the basics discussed in
the Understanding BillQuick Accounting
Integration Principles session should
attend this session to delve into the
depths of BillQuick-QuickBooks
integration. Topics include Classes,
Retainers, Discounts, Vendor bills,
Checks, Employee Expenses, Invoices, and
Smart Matching. Equally important, this
session includes an extended Question &
Answer period for even greater insights.
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Report
Customization
Are the invoice
formats you use projecting the
professional image you want? Need to
tweak an invoice or statement by adding
a logo? Wish you had a report or two
that matched exactly how you prefer to
manage? Principals/partners, staff who
manage BillQuick and others will learn
not only what report customization
options, but when each option may be the
best course. You will learn when to
outsource report customization to
BillQuick Report Services or a
consultant and when it makes sense to
buy Crystal Reports and do it yourself.
In addition to common report
customization situation, the session
shows you how to analyze and document
what you need before deciding whether to
outsource the customization work or
build it yourself. Where is your time
and resources best spent?
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BillQuick Insight Tracks:
BillQuick Tips and Tricks - Hidden Features
You Want to Know
Imagine saving dozens,
maybe even hundreds, of hours each year.
How much would that add to the bottom
line – thousands, tens of thousands of
dollars? Principals/partners, managers
of BillQuick and others should attend
this session to learn about many
overlooked or hidden features. Want to
improve the accuracy, completeness,
timeliness and effort required to
capture time and expenses? Then come to
this session to learn about project
control, copy and pasting, overtime,
comp time and auto-complete. Want to
bill faster and reduce the effort
required? Then come learn how to use
Billing Review features like threshold
and bill final. Come learn to cut
project setup and administrative time
with time leveraging tools. Also comes
learn about reminders, messaging, report
automation, office integration and much
more.
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Top 10 Business Management Best Practices
Utilization.
Realization. Job Cost. You face many
issues in your daily dance to satisfy
clients and profitably complete work.
And you need to manage employees too,
both the work they do and for regulatory
reporting. Led by BQE Software’s CEO,
Shafat Qazi, who ran his own
professional firm for 15 years, this
session discusses common management
issues faced by principals/ partners and
project managers. Shafat and a host of
BillQuick users will share their
experiences and suggestions in the area
of management information, project
management and HR.
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BillQuick
Workflow
From the call received
by your company and the project proposal
through delivering services and billing,
the session steps principals/partners,
project managers, administrative staff
and others through the complete workflow
in BillQuick. Learning about each step
in the flow (setting up a new client or
project, assigning staff, billing,
etc.), you can begin to build stronger,
most efficient procedures. In this
session you will learn how to leverage
time – yours, managers and staff – so
you minimize administrative time and
maximize billable hours.
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What's New in BillQuick 2008
Wondering whether
there is enough value in the BillQuick
2008 Family of Software to justify
upgrading? Already upgraded but want to
know how much more value you can gain
from BillQuick 2008? Then you need to
attend this session.
Principals/partners, project managers,
accounting staff, administrative staff
and others will come away with exciting
ways you can reduce administrative time,
more efficiently get the information you
want when you want it, and much more.
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Web Suite 2008
Remote users. Smart
Phones. Outsource staff. Multiple
offices. Are you spending hundreds of
hours cutting and pasting and
re-entering time and expenses and
managing project managers and billing
managers in multiple locations? Then you
need to attend this session. Principals
and partners will learn how Web Suite
2008, which includes BillQuick Mobile
for web-enabled mobile phones, can
significantly improve productivity. Even
the simple act of capturing time
anywhere, anytime can add tens of
thousands to profits each year. Project
managers can be as productive on the
road as they are in the office. It’s All
About Time. Taking this truism to heart
results in more billable hours that are
more accurate and complete, and fewer
wasted non-billable hours.
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Feedback Session
An opportunity to meet
with BillQuick Team Leaders and share your
feedback with them.
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Management Track:
Document and Process Flow using BillQuick
Led by long-time
BillQuick User, BillQuick Advisor and
management consultant, Felecia Dixson,
EA, a principal at Alfermann Gray & Co.,
CPAs, draws on experience in her own
firm as well as consultations with
accounting, architectural, engineering,
surveying and many other firms in a
variety of industries. In this session
Felecia lays out for principals/partners
and others how to setup efficient,
effective document and process flows.
And she shows how these flows lead to
improved productivity and profitability.
Effective, efficient flows involve
technology and staff. Felecia shows you
how to setup technology (including
BillQuick) and handle staff issues for
positive results.
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Empowerment – Faster Billing, Higher
Billing
Led by long-time
BillQuick User and strategic consultant,
Larry Gray, CPA, a partner at Alfermann
Gray & Co., CPAs, draws on proven
success in his own firm and in many
consulting clients. Larry shows
principals/partners and others how a
front-line empowerment strategy leads to
timely completion of tasks. In addition,
he demonstrates how empowerment can
produce higher quality work. Together
timely, high quality completion of tasks
leads to faster billing and increase
revenues.
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Round Table – Small Practice Pains and Best
Practices
Principals/partners
should attend this session to learn from
their peers. Hosted by BQE Software’s
General Manager, Will Breiholz, the
Round Table includes BillQuick Customers
from various industries who will discuss
real-world pains and the best practices
developed to overcome them.
Peer-to-peer, the firm
principals/partners will share their
experiences and suggestions with
attendees.
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Thrive or Just Survive – 10 Things Every
Principal and Partner Should Know
Drawing on first-hand
experience, Shafat Qazi, CEO of BQE
Software, shares insights and best
practices from 20 years running his own
professional firm and running and
growing BQE Software. Shafat walks you
through the 10 most important
performance indicators and other metrics
that can mean the difference between
your firm thriving or just surviving.
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Top 10
Accounting Tips
Led by Doug Sleeter,
Founder and President of The Sleeter
Group and recognized guru for small
business accounting issues, the session
will focus on the top 10 accounting tips
firms should consider.
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