Pivoting for Profitability

On August 19-20, we gathered an esteemed group of tax and accounting experts to lead you through a free virtual conference centered on Pivoting for Profitability.  In a world where change is the new constant, the ability to pivot and flex is the key to success.  During the 2-day conference speakers addressed key topics including how to bolster your strategy, build and strengthen your teams, button up security, and more.


Agenda Highlights:

  • Talent in the New Normal: Gain the skills and knowledge necessary to succeed in the future state of your profession. We’ll walk you through changes in technology, competition, and your clients’ needs, so you can set yourselves up for success.
  • How to Manage Stress and Keep Your Team Engaged During a Crisis: Navigate the uncharted waters of social distancing and working remotely, and get tips on how to make your staff feel supported and motivated in times of uncertainty.
  • Cyber Security Compliance for the Tax and Accounting Office: Prepare for the unthinkable yet entirely preventable data breach. Learn what your legal compliance requirements are, great tips on how to protect your office against data cybertheft, and how to align everyone in the office around data security protocol.
  • Qualified Business Income—A Comprehensive Approach: Review the general mechanics of the QBI deduction and get to know its limitations. You’ll also receive guidance for preparing accurate tax returns, having meaningful conversations with clients about QBI, and ensuring qualified individuals get their highest possible deduction.
  • Payroll Tax Measures and Advising Your Clients: Learn best practices from Wendy Moore, Michelle McMullin and Renee Daggett, EA, for planning ahead with your clients regarding the CARES Act. You’ll leave fortified with tips for advising your clients about how to effectively navigate business disruption and resources to understand and monitor the latest legislation updates.
  • Scaling Your Practice Through Business Development and Marketing: Hear from Jim Boomer, CPA-CITP, regarding how to write and deliver your value proposition through your website, email, sales letters and conversations, lead generation tools, and customer testimonials.


In the virtual conference you will enjoy:

  • Live chat with Intuit Product Subject-matter Experts
    during the training sessions
  • "Connect Lounge" to network with your peers and
    the trainers
  • CPE and CE credit for attending webinar sessions *
  • And much more!

View Detailed Course Descriptions

*CE credits only available for eligible sessions

*Intuit, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: Our sponsor number is 103311.

For information regarding refund, complaint resolution, and program cancellation policies, please contact our customer support team at 1-888-333-3451.


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