How to Register

Joe Woodard Presents

Scaling New Heights

An Advanced Training Conference for Intuit Advisors

May 24-26, 2010 - Atlanta, GA

Laura Madeira
President, ACS, Inc.

Laura will present on QuickBooks technical topics and practice growth and development topics

Laura Madeira is the owner of ACS, Inc., a software sales and consulting firm located in the greater Dallas, Texas area. Her affiliations with Intuit include being an Intuit Solution Provider, a select Member of the Intuit Trainer/Writer Network, Advanced QuickBooks Certified, Enterprise and Point of Sale Certified and member of the Intuit Solution Provider Advisory Council.

Laura is also the author of the QuickBooks 2010 Solutions Guide, QuickBooks Essentials: For All QuickBooks Users, a 9+ hours of self-paced video instruction and co-author of QuickBooks 2010 on Demand all offered by Que Publishing.

For more than 22 years Laura has worked with companies of all sizes and from many varied industries. Her focus has been to help the small to mid-sized growing businesses become more successful by automating their internal accounting processes and reporting functions.

Additionally, Laura is a guest speaker for Intuit, providing training to thousands of consultants and accountants nationwide. She is also a respected author for Intuit writing technical training materials presentations and documenting her research and review of competing software solutions. Her QuickBooks at Year-End document is one of the most sought after publications that Intuit offers its ProAdvisor consultants.

Laura has served on two Intuit Customer Advisory Councils, and has been a consultant representing the accountant community during product development for QuickBooks 2010. She earned her accounting degree from Florida Atlantic University.

Joe Woodard - Conference Host & Lead Instructor

President, The Woodard Consulting Group

Joe will present advanced QuickBooks training and mid-market practice strategy content.
 

Joe Woodard is an Advanced Certified QuickBooks ProAdvisor and Intuit Solution Provider with over 10 years of experience supporting clients who use QuickBooks. Since Joe began teaching QuickBooks 10 years ago, he has taught over 20,000 QuickBooks consultants across the country and he currently works state CPA societies and large CPA firms to present advanced QuickBooks instruction to accounting professionals and software consultants. Joe is the host of the Scaling New Heights conference and is also host and founder of The National Advisor Network.

Joe Woodard has earned a unique, national reputation a trainer, consultant and author on Intuit-related topics. Joe regularly publishes articles as a freelance columnist for the Intuit ProConnection and QuickBooks ProAdvisor newsletters and he has a regularly, monthly column at AccountingWeb - an online magazine for accounting professionals. Joe periodically provides advisory services to Intuit regarding product development, project management, and Intuit's interaction with accounting professionals. In 2009, Joe self-published two technical manuals on QuickBooks: 100 QuickBooks Tips, Tricks and Workarounds, and Archiving QuickBooks Data Files. Joe is currently working on a book for release during 2010 called The Ultimate Guide to Troubleshooting QuickBooks Files and a technical manual on Method called The Official Method Solution Provider's Reference Guide.

Joe has built two successful accounting software consulting practices: the first in New Orleans, Louisiana and the second in Atlanta, Georgia – The Woodard Consulting Group. In addition to consulting with small and medium sized businesses, The Woodard Consulting Group provides advisory services to CPA firms and other QuickBooks ProAdvisors/Intuit Solution Providers across the country -- helping them to better service their clients who use Intuit products.
In 2009, Joe became the only Method authorized trainer for Method Solution Provider certification in the U.S. and the only Method recognized author of The Official Method Solution Provider's Reference Guide. Joe will host a series of Method Certification Boot Camps during 2010 to prepare professionals to provide Method consulting services to their clients. In 2009 Joe used the Method platform to develop Pendulum - an online timesheet application that integrates with QuickBooks.

In 2006, Joe was also recognized in The CPA Technology Advisor's first annual 40 Under 40 recognition program as one of the tax and accounting profession's up and coming thought leaders who will help steward the continued evolution of technology in the practice.

Amy Vetter, CPA.CITP
Major Accounts Manager, Intuit, Inc.

Amy will present on QuickBooks technical topics and practice growth and development topics.

Amy Vetter, CPA.CITP is a Major Accounts Manager for Intuit - Southeast Region - where she consults with larger CPA firms on the use of Intuit software for their clients. In this role Amy provides guidance almost exclusively within the mid-market sector. Previously, Amy was Executive Director of Technology In A Box and President of AV Accounting Services, Inc. in Florida where end-to-end financial, operational and technology solutions and accounting services are delivered to their clients. Prior to Technology In A Box, Amy’s diverse background includes internal auditing, financial and operational process improvement for Fortune 500 companies and private industries, as well as external financial statement audit work for KPMG. Amy is an Advanced Certified QuickBooks ProAdvisor, Intuit Solution Provider and a National Speaker and Writer on QuickBooks and Business Development topics for Intuit, Inc. and various CPA Societies and Consulting groups across the country. She has been a participant in the Accountant and Advisory Customer Council for Intuit, Inc. during 2006-2008 and the Intuit Solution Provider Advisory Council for 2009-2010.  Amy has been recognized by The CPA Technology Advisor as an outstanding 40 under 40 technology-based Accountant in 2006 and 2009, was awarded South Florida Business Journal's Up & Comer Award in 2007 for her expertise in accounting and is a member of the Technology Advisory Panel for AICPA's Journal of Accountancy.

Dan Schroeder

Partner, IT Audit & Assurance Services, Habif, Arogeti and Wynne, LLP

Dan will present sessions on Accounting Technology as it Relates to Security, Privacy and Risk Management

Dan Schroeder, CPA, CISM, CISA, CIA is a Partner at Habif, Arogeti, & Wynne LLP (“HA&W”) in Atlanta, GA - Georgia's largest CPA firm. Dan is responsible for HA&W’s IT Audit and Assurance practice whose services include SAS 70, security, privacy, technology planning and selection.

Dan has over 20 years experience in IT risk management and over 8 years experience managing IT Audit & Assurance functions at leading CPA firms like HA&W. Dan's areas of expertise include IT Audit and Attestation, Internal Audit and Compliance, and Governance and CIO Services such as Enterprise IT Risk Management Program Definition and Deployment.

Dan serves as the Chairperson of the AICPA IT Executive Committee, and writes and speaks frequently on the subjects of technology auditing and risk management. Recently, Dan spoke on the subject of IT risk based auditing at the AICPA NAAATs 2009 conference and also at the AICPA TECH+ 2008 conference.

In addition to the AICPA, Dan is a member of the Information Systems Audit and Control Association (ISACA) and the Institute of Internal Auditors (IIA).

Dan received his MBA from the University of Dayton and a BA in Accounting from Morehead State University.

Michelle L. Long, CPA, MBA
Long for Success, LLC

Michelle will present on QuickBooks technical topics and practice growth and development topics

Michelle L. Long is the owner of Long for Success, LLC specializing in QuickBooks Consulting & Training services as well as coaching small business owners to start and grow their business.   She is an Advanced Certified QuickBooks ProAdvisor and has a unique relationship with Intuit as one of the few national trainers, consultant for product development and author for Intuit Academy.  In addition to teaching thousands of people about QuickBooks, Michelle is the author of the book Successful QuickBooks Consulting: The Comprehensive Guide to Starting and Growing a QuickBooks Consulting Business. She was Technical Editor for Laura Madeira’s book: QuickBooks 2009 Solutions Guide and is a Certified QuickBooks Enterprise ProAdvisor, Certified QuickBooks POS ProAdvisor, and Sleeter Group Certified Consultant. 

Michelle was named a Financial Services Champion of the Year for 2007 by the Small Business Administration in recognition of her dedication to helping entrepreneurs and small business owners. She is a Certified FastTrac Facilitator and has facilitated the Kauffman Foundation’s FastTrac NewVenture program and Listening to Your Business workshop. She has been instrumental in helping hundreds of entrepreneurs start and grow their business.

Long for Success, LLC provides consulting services to clients (including other accounting professionals) nationwide.

Mario Nowogrodzki, CPA.CITP
Principal, Mendelson Consulting

Mario will present on QuickBooks technical topics and practice growth and development topics

Mario Nowogrodzki is an information systems consultant and instructor. He is the founder and principal of Mendelson Consulting (established in 1992), specializing in QuickBooks and information technology consulting services. The firm focuses on providing a solution-based approach, customized to each client's individual and specific needs. The combination of Mario’s accounting and technology background with the expert knowledge of QuickBooks financial software gives clients an unparalleled edge.

Mario holds Master of Accounting Information Systems and Bachelor of Accounting degrees. He is a Certified Public Accountant since 1992 and has received the Certified Information Technology Professional (CITP) designation from the American Institute of CPAs. Mario is an Advanced Certified QuickBooks ProAdvisor, Certified QuickBooks Enterprise ProAdvisor, Certified QuickBooks POS ProAdvisor, and member of the Intuit Trainer/Writer Network. A leading figure on the national QuickBooks scene, Mario was selected to be a charter member of the QuickBooks Enterprise Solution Provider and the QuickBooks POS Retail Solution Provider Programs; he currently serves on the Intuit Solution Provider Program Advisory Council.

A frequent author and instructor of QuickBooks and technology topics for accountants and continuing education programs, Mario is a contributing author and speaker for Intuit and The Sleeter Group on QuickBooks and technology. He was recently recognized as a ‘2008 Killer VAR’, a prestigious distinction awarded by "Accounting Technology" magazine acknowledging commitment and character as a value-added-reselling organization. His firm was recently selected as a ‘2008 Technology Pacesetter’ by "Accounting Technology" magazine recognizing its reputation among peers and participation on advisory boards and speaker panels at industry events.

Steve Green
Principal, SDG Business Solutions

Steve will present QuickBooks Point of Sale Training and Point of Sale Certification Exam Preparation Sessions

QuickBooks and QuickBooks Point of Sale consulting work is the cornerstone of Steve’s practice and he has been actively involved with the application since 1996. After twenty years experience as a software consultant and operational manager with one of Sacramento’s largest independent accounting firms, Steve formed SDG Business Solutions, LLC to provide small business owners with the highest level of quality QuickBooks consulting services.

In addition to working with end users, Steve’s expertise in the field has provided him the unusual opportunity to work with numerous companies that have developed vertical market applications which interface directly with QuickBooks (including several Fortune 500 organizations). Steve is a member of the Intuit's Writer/Trainer Network and presents Webinars on a regular basis - on a wide range of QuickBooks-related and QuickBooks Point of Sale-related topics.

Robin Hall
President, VARC Solutions

Robin will present on QuickBase, Practice Growth, Marketing and Development and Advanced QuickBooks Topics

Robin Hall is the owner and principal consultant of VARC Solutions in Friendswood, TX specializing in QuickBooks and QuickBase training and consulting. Her forte is taking small and large business clients to the next level with QuickBooks; Robin is also the developer of Solution Provider tools, most notably VARCBase, a business management solution made exclusively for ProAdvisors, Solution Providers and accountants.
Robin has been a Certified QuickBooks Professional Advisor since 1999 and was part of the original pilot program for ISPs in 2006. In addition to being a contributor to Introduction to QuickBooks Pro 2004, Fifth Edition, Robin spoke at last year’s Scaling New Heights – An Advanced Training Conference for Intuit Advisors and was also a presenter on QuickBase at Intuit’s Annual Solution Provider Conference this past October to almost 600 of Intuit’s top Solution Providers.

Robin has earned several awards including Intuit’s 2009 Partner of the Year, Intuit’s Customer Satisfaction Award 2008, Bob Scott’s Insights 2009 VAR Stars (for valued-added resellers in the mid-market financial software space), Intuit’s Customer Delight Performance Award 2008 (two quarters), and Friendswood Chamber of Commerce Business Woman of the Year 2002.
 

Julio Aguilar
Senior Support Specialist, VARC Solutions

Julio will present on Intuit Warehouse Management ES

Julio Aguilar is the Senior Support Specialist for VARC Solutions in Friendswood, TX. Julio has 10 years of technical expertise with Intuit products from the combined perspectives of technical support, software development, beta testing and training. Julio worked hand in hand with the development and quality control teams for Intuit Warehouse Management ES (WMES) module, and was an integral part of that software’s beta testing team. He also developed and conducted the training video for Warehouse Management ES, which is still in use. In addition to providing support for VARC Solutions’ clients in Spanish as well as conducting QuickBooks and QuickBase training classes in Spanish, Julio is also in the process of developing custom views for the US version of QuickBooks in other languages. Julio has earned Warehouse Management ES, QuickBase, QBES and A+ Certifications as well as Intuit’s Star Performer award in 2004, 2005 and 2006.

Bob Crook
Owner, Small Business Solutions, LLC

Bob will present sessions and conduct labs on QuickBooks Point of Sale

Small Business Solutions LLC has supported QuickBooks users all over the North Alabama and South Central Tennessee area since 2006. Bob's primary focus is with users of Intuit’s QuickBooks Point-of-Sale. He has worked with computers and accounting for over 29 years and has been member of QuickBooks Professional Advisor since its inception. In 1999 he became QuickBooks Certified and Advanced QuickBooks Certified in 2007. Bob first certified on QuickBooks Point-of-Sale in 2003. For several years he was an active part of Intuit’s Retail Solution Provider program until it was merged into the current Intuit Solution Provider program.

Locally he is known as “the” QuickBooks guy. Many local organizations refer businesses to Bob, such as the Huntsville/Madison County Chamber of Commerce, BNI, Better Business Bureau of North Alabama, and Women’s Business Center of North Alabama. He has spent years teaching QuickBooks for New Horizons Computer Learning Center and other training centers in the area.

For over nearly 5 years Bob worked for an accounting/POS software development company testing, supporting, training, and writing/editing manuals for Fiscal Systems, Inc. 

For ten years Bob was a co-owner of the local offices of Padgett Business Services. Padgett is a national accounting franchise with over 300 offices in the U.S. and Canada. He and his partner started the local office and for 7 years they were in the top ten percent of the franchise system and in 2005 they won office of the year. In 2006 he sold his accounting practice to do what he loves to do which is help small owner operated retail businesses with their QuickBooks & QuickBooks Point-of-Sale systems.
 

MB Raimondi
MB Raimondi, CPA,CITP

MB will present on various QuickBooks topics

MB Raimondi is a CPA, CITP with a Masters in Taxation and has been in practice for over 25 years. She has used QuickBooks since the DOS version and set up all her small businesses using QuickBooks. She is an active user of QuickBooks Remote Access, QuickBooks Merchant Services and ProSeries tax software.
MB is an Advanced QuickBooks Certified ProAdvisor as well as being certified in QuickBooks Enterprise Solutions. She is a charter member of the Intuit Training/Writing Network, member of the Sleeter Group and has been teaching QuickBooks seminars nationally since 1999. MB’s focus is mainly on QuickBooks consulting, 3rd party integration and training.
 

William English
Owner, English Management Solutions, Inc.

William will present sessions on QuickBooks Point of Sale

William English is owner of English Management Solutions, Inc, has over twenty years of helping small businesses, retailers  and non-profits manage their finances. Mr. English holds a Bachelors degree in Business Administration with an Accountancy focus from National University in San Diego.   He has been a certified ProAdvisor since 2002, a Certified Point of Sale ProAdvisor since version 2.1, an Advanced Certified ProAdvisor since 2007 and is Enterprise Certified since version 9.0.

Mr. English has been using and supporting QuickBooks for over 15 years starting with the first DOS version of QuickBooks where he was hired by Intuit as one of the first accounting trained technical support representatives for the program. Mr. English has been installing, training and supporting QuickBooks Point of Sale clients since version 2.1 and is an active beta tester for both QuickBooks Financial and Point of Sale Products.  He was a founding member of the Retail Solution Provider program and has won numerous sales and service awards in that program until it’s merger into the Intuit Solution Provider Program . Mr. English has been active in training and supporting both retail customers and other Point of Sale ProAdvisors through his articles on the Intuit ProConnection site, training webinars through his web site as well as his postings on the Point of Sale Community Site.

Gail Perry, CPA
Managing Editor, AccountingWEB

Gail will present a practice strategy session entitled, "Getting Published Online"

Gail is a financial journalist, author, speaker, and instructor. She is the managing editor at AccountingWEB, the online daily newsmagazine for members of the tax and accounting community, with a subscriber base of 56,000 and an estimated readership of over 100,000 unique readers per month. Ms. Perry is a former senior tax accountant with Deloitte, and she continues to maintain a tax and financial consulting practice. She is the author of 28 books on various aspects of personal finance, taxation, and financial software, including Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income. Ms. Perry has also written hundreds of articles for newspapers, magazines, and financial Web sites, she was a contributing editor for Accounting Today magazine for five years, and she was a weekly tax columnist for five years for the Indianapolis Star and Indianapolis News daily newspapers. Ms. Perry spent 10 years as a classroom instructor for the Indiana CPA Society, is a former college accounting instructor, and has led many live Webcasts covering various financial issues. She has also been a guest on various local and national television and radio programs. Ms. Perry currently teaches a college-level personal finance course, and she speaks at CPA society and other professional accounting conferences and events on various aspects of Web marketing and social media.

Gregg Bossen, CPA
Principal, Gregg S. Bossen CPA P.C.

Gregg will present a session entitled, "QuickBooks for Non-Profits: Tips, Tricks and Best Practices."

Gregg is a graduate of Emory University, where he received his B.B.A. from Emory’s Goizueta Business School. After graduating he went to work for KPMG Peat Marwick, a “big 5” accounting firm, in their audit department.

In 1989 Gregg started a practice in Atlanta, Georgia - Gregg S. Bossen, CPA P.C. In 2000, Gregg began teaching QuickBooks seminars around the country for Real World Training and presented over 200 training sessions on QuickBooks to QuickBooks end users and to other accounting professionals. In 2003 Gregg began teaching as a contracted instructor for Intuit. In this role Gregg has trained hundreds of other accounting professionals on topics related to QuickBooks.

Gregg is the developer of a CD-ROM/DVD training class that teaches nonprofits how to use QuickBooks to fulfill their unique accounting needs. The class - "QuickBooks for Nonprofits," is currently being sold around the country by both Intuit and Real World Training.