Transforming Client Success

On May 20-21 we held the Transforming Client Success virtual conference focused on innovative approaches to serve your clients. Join tax and accounting experts to gain insights into workflows and tools to power prosperity for you and your clients, and build stronger foundations of collaboration in your firm, no matter your firm size. Please note that on-demand sessions are not available for CPE/CE credit.

Agenda Highlights:

  • Keynote: transforming client success: Be inspired by Intuit’s Patti Newcomer, VP of marketing, and Jorge Olavarrieta, VP of product management, as they talk about Intuit’s vision for the future of the profession.
  • QuickBooks® Online certification preparation training for large firms: Take a custom course for staff in large firms and acquire the skills and knowledge required to provide a professional level of support within the firm.
  • Expanding your advisory practice today: Learn from practicing industry experts how to expand advisory services with your business clients.
  • Streamlining your team workflows and client management processes: Get best practices from leading firms to standardize your processes. Carla Caldwell, founder and CEO of Caldwell Consulting and Training, will share insights she has gained over the years as an advisor to firms across the nation.
  • Advising clients on coronavirus stimulus: Dive deep into high-impact coronavirus stimulus measures and how to help your clients take advantage of the new laws.
  • Scaling your practice through business development and marketing: Learn from Jim Boomer, CPA-CITP, how to write and communicate your value proposition through your website, email, sales letters and conversations, lead generation tools and customer testimonials.
  • Talent in the new world: Get advice from Sandra Wiley from Boomer Consulting


In the virtual conference you will enjoy:

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

View Detailed Course Descriptions

*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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