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Event Schedules

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Opening Ceremonies
  • 10:30 am
  • Nayo Carter-Gray

Opening Ceremonies

A welcome to the Taking Your Firm Virtual Summit from our Host

Bonding Over Business: Creating a Community of Growth
  • 11:00am
  • Astrid Daniela Galvez & more

Bonding Over Business: Creating a Community of Growth

Hear from accounting and tax professionals who have leaned into building a culture of community in order grow and build their businesses. Hear strategies to find a community of your own and how it benefits you as a professional.

Cloud in a Box: Safeguarding your Cloud Based Data
  • 12:00 pm
  • Andrew Wall

Cloud in a Box: Safeguarding your Cloud Based Data

Cybersecurity is important to any firm handling sensitive client data. In this session you will learn tools and technology to put into place to protect yourself and your clients.

Mobile Matters: Protecting Your Smartphone
  • 1:00 pm
  • Nayo Carter-Gray, EA

Mobile Matters: Protecting Your Smartphone

With us using our smartphones more and more in business its important to understand how to protect our client data from the threats attacking our mobile devices daily.

Pronoun-ING: The basics of using more inclusive language in your firm
  • 3:00 pm
  • Crystal Wheeler, EA

Pronoun-ING: The basics of using more inclusive language in your firm

Learn how simple language choices you make in your day to day communication can help your firm be more inclusive to the LGBTQ+ community.

Tech it Out: Top Tech Tools You Need to Run a Cloud Based Firm
  • 4:00 pm
  • Tyrone Gregory

Tech it Out: Top Tech Tools You Need to Run a Cloud Based Firm

Ever wondered what tools you should use to take your firm to the cloud? Learn from one accounting and tax professional the tools & tech used in his firm to keep it running like a well oiled machine.

From To-Do's to Done
  • 5:00 pm
  • Jessica Smith

From To-Do's to Done

Do you feel like you have so many items on your to-do list? Learn from one firm owner how to take that list from to-do to done!

Deck it Out: Using a Streamdeck to Automate
  • 11:00 am
  • Dave Sellick

Deck it Out: Using a Streamdeck to Automate

Explore how using a Elegato Streamdeck in your firm can automate things with a push of a button.

Can You Hear Me Now? Exploring VIOP systems
  • 12:25 pm
  • George Dandridge Jr., EA, CTC, NTPIF & more

Can You Hear Me Now? Exploring VIOP systems

Four accounting and tax professionals take us behind the scenes and show us how they are using different VOIP systems in their firms.

Taking the Leap: going from full time employee to full time business owner
  • 3:00 pm
  • Nakeisha Jones

Taking the Leap: going from full time employee to full time business owner

Having dreams of leaving your 9-5. Learn how one firm owner took the leap from full time employee to full time entrepreneur.

Solo-ish: How one firm owner is using her team & automation to run her practice
  • 4:00 pm
  • Manasa Nadig

Solo-ish: How one firm owner is using her team & automation to run her practice

See how one firm owner is managing her small team and taking advantage of automation in her firm to make it run as efficiently and smoothly as possible.

Camera Ready: How to Stand Out on Video
  • 5:00 pm
  • Jason Staats

Camera Ready: How to Stand Out on Video

Learn from one camera shy firm owner a few tips and tricks to stand out on video.

Make a List and Check it Twice
  • 11:00 am
  • Kelli Parks

Make a List and Check it Twice

Its gratifying checking things off your to-do list but its more satisfying ensuring that you don't miss something on the list in the first place. Learn from one automation specialist the importance of checklists in your firm.

Clever Communication
  • 12:00 pm
  • Keila Hill-Trawick & more

Clever Communication

Communicating with clients is an on going adventure. Learn how 3 firms are using non-traditional communication methods to build a strong connection with their clients and foster community.

Let's go Live
  • 1:00 pm
  • Camari Ellis

Let's go Live

Going LIVE on social media can be scary. Learn from one firm owner how using LIVE has helped him connect with his client base and increase his bottom line.

Crossing Borders: Working with Remote Staff Securely
  • 3:00 pm
  • Kristen Keats

Crossing Borders: Working with Remote Staff Securely

Working with remote staff can be challenging and scary. Learn from one firm owner how to ensure you are benefiting from qualified overseas staff securely.

A Firm of My Own: The How and Why of Setting Boundaries
  • 4:00 pm
  • Alicyn McLeod & more

A Firm of My Own: The How and Why of Setting Boundaries

Join 9 accounting, finance and tax professionals in a discussion on why and how its important to set boundaries with clients in your firm.