Joe Woodard - Conference Host & Keynote Presenter

President, The Woodard Consulting Group


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 periodically provides advisory services to Intuit regarding product development, project management, and Intuit's interaction with accounting professionals. In 2009, Joe self-published
the technical manual "Top 100 QuickBooks Tips, Tricks and Workarounds."


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. Joe hosts Method Certification Boot Camps on a regular basis 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 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.


Joe Woodard Presents

Scaling New Heights 2012

An Advanced Training Conference for Intuit Advisors

June 17-20, 2012 - Nashville TN

Conducted in Cooperation with

Keynote Presenters

 

We are working with Intuit to secure keynote presenters for Scaling New Heights 2012. Check back later for more information.

 


 

About the Conference    |    Tracks/Sessions    |    Networking Events  |    Instructors    |    Sponsors    |    Questions    |    Location Info    |   Free Webinars   |     Register

Session Presenters

Our session presenters fall into three categories:

 

Accounting Professionals/Consultants    |    Intuit Employees     |     Sponsors/Software Developers*

                                                                      (See List Below)                                                  (List Coming Soon)                                      (List Coming Soon)

 

*Sponsors/Developers Present Two Types of Training at Scaling New Heights:

  1. Selected sponsors present educational "Power Breakfasts" on general accounting technology topics and business development topics.

  2. Selected sponsors present in-depth training tracks on their products. Joe Woodard hand picks these products based on the potential consulting opportunity the products offer to QuickBooks consultants.

Important: All Training at Scaling New Heights in In-Depth Technical Training or Training on Practice Development and Practice Strategies. Developers do not present demonstrations or overviews of their products during breakout sessions or Power Breakfast sessions. Developers will be happy to provide you with demonstrations/overviews of their products at their booths on our exhibition floor.


Laura Madeira
President, ACS, Inc.

 

Laura will present on QuickBooks 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.

 


Mario Nowogrodzki, CPA.CITP
Principal, Mendelson Consulting

 

Mario will present on QuickBooks topics and Excel (with QQube)

 

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.

 

In addition to working with QuickBooks users and ProAdvisors, Mario provides information technology consulting services to accounting firms and other businesses—helping them to serve clients better and manage their practice more efficiently.

 


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

 

Michelle will present on QuickBooks 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.

 


Jennifer L. Katrulya is the owner of BMRG and is a Certified Public Accountant licensed in both Connecticut and New York.  She is an Advanced Certified QuickBooks ProAdvisor, and is also certified in Intuit’s Enterprise Solutions and Point-of-Sale software applications.  Jennifer has spent the last 15 years working with small to mid-sized businesses to help them use technology to streamline workflow processes, establish company policies and procedures, save time and maximize profits.  
 

In her prior positions Jennifer has provided general public accounting services in the areas of tax, audit, financial statement preparation, management and strategic planning services, tax planning, as well as fiduciary and estate probate work to a diverse client base.  She has also previously served as the Controller for a large staffing company.  In that position she was an integral part of an Accounts Receivable Task Force comprised of the company President, CFO and manager of each of the company’s 19 offices that created “best practices” for cash receipts and application, with an estimated $1.5 million cost savings to the Company.  She supervised staff in the areas of Financial Reporting, Accounts Receivable, Accounts Payable, and a payroll team that processed over 7500 timesheets each week.
 

Jennifer is a member of the American Institute of Certified Public Accountants; the Connecticut Society of Certified Public Accountants; Intuit’s Trainer Writer Network; and Intuit’s Accountant and Customer Advisor Council, 2008-2009 and 2009-2010.  She is a frequent speaker on a variety of technology solution, accounting, and business management topics.  
 

Jennifer resides in Danbury, CT with her husband.  They enjoy travelling, spending time with their family and friends, and volunteering in the community.  Jennifer also enjoys playing tennis. 


Robin Hall
President, VARC Solutions

 

Robin will present on 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.

 


Bonnie J Nagayama, CPA

President, McWilliams & Associates, Inc.

 

Bonnie will Present on XpandedReports

 

Bonnie J. Nagayama, CPA is an Advanced Certified QuickBooks ProAdvisor. She is one of the elite few members of the Intuit Trainer/Writer. She has written and recorded numerous courses for Intuit Academy. She is a Certified QuickBooks Enterprise ProAdvisor and Sleeter Group Certified Consultant.


This commitment has been demonstrated in many ways. Bonnie has participated in the following Intuit programs since their respective inception: QuickBooks Professional Advisor, Certified QuickBooks Professional Advisor, Advanced QuickBooks Professional Advisor, QuickBooks Enterprise Solutions Professional Advisor, and Intuit Solutions Provider (including a pilot QuickBooks Enterprise Solutions Provider Program member. In addition, Bonnie manages a practice that only provides QuickBooks products and services.


Bonnie has both public accounting and industry experience prior to founding McWilliams & Associates, Inc. in 1992. Her primary focus is on helping Accountants and Consultants who support clients who use QuickBooks® Accounting Software. Her Controller background and CPA certification are a perfect blend to bridge the gap between what the client and their accountant need. She understands both sides and can effectively use QuickBooks to provide a situation that works for each party.


Add-on solutions and the impact of QuickBooks on the accounting profession are a significant part of the work Bonnie does. She offers practical solutions and alternatives through tele-classes, an online knowledge base, diagnostic tools, and an award winning web site. A free QuickBooks tips and tricks newsletter is available at www.4luvofbiz.com that includes tips and tricks for QuickBooks users and a featured add-on each week.

 


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.

 


Steve Green
Principal,
SDG Business Solutions

 

Steve will present sessions on QuickBooks Point of Sale

 

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.

 


_MG_5703a.jpgVictor Nahigian
Owner,
Systems Analysis Services, Inc.

 

Victor will lead the Business Plan Workshop

 

J. Victor Nahigian is the founder and CEO of Systems Analysis Services Inc., based in Newton, Mass.  Since 1977, the company has provided desktop, server, infrastructure, security, security, web design and general computer services to businesses from $5million to $1billion.  Our firm currently employs over a dozen employees.

 

Nahigian’s background in computers started at a young age and by high school, he had already written several books and won national and regional programming contests. He started his own business in 1974 at the age of 16, and, without an accounting degree he wrote the software program General Business Systems (GBS), with virtually the same function as QuickBooks accounting software. With focus on sales and support, GBS has made Systems Analysis a leading reseller for Wang Laboratories, IBM, and Hewlett Packard.  GBS is still used by many Fortune 500 companies in New England, including the Boston Red Sox Souvenir Stores.  Our company has excelled on customized add-ons for accounting products such as SBT Accounting, Sage MAS Systems, Peachtree, Great Plains, and many other customized (home grown) systems.

 

Through 1980’s, Nahigian was a leading instructor (at night) for Northeastern University and pioneered the Continuing Education Classes in Computer Sciences.  Nahigian also was the one of the first coaches in a program started by Babson College (over 15 years ago) called “Coaching for Leadership and teamwork”.  Nahigian is active with Babson College in evaluating and grading business plans for Babson College graduate program

 

A resident of Weston, Mass., Nahigian dual majored in Business Management, Technology and Society with a minor in Accounting while getting a Bachelor of Science in Business at Babson College where Nahigian learned the importance of delegating and satisfying clients and employees.  Babson College is ranked #1 for Entrepreneurship by US News.  Nahigian and his company was a pioneer in providing computer systems to first time computer users throughout the 1980’s.  Nahigian holds a degree as a “Lecturer” from North Eastern University in 1982.  Nahigian additionally holds several certifications from Microsoft, IBM, Novell, SCO, and advanced certifications from Intuit.  In 2006 Nahigian was invited to the Intuit advisory board and in 2008 was an Intuit Sales Achievement Award Winner.

 


Dawn W. Brolin, MSA

Professional Accounting Solutions, LLC

 

Dawn will present on QuickBooks Topics

 

Dawn W. Brolin, MSA, is the member/operator of Professional Accounting Solutions, LLC in Windham, CT. This firm’s client base includes not-for-profit agencies, contractors, government, retailers, and other service providers.


Prior to her last relationship with Premier Business Services, PC in East Lyme, CT, Dawn established a successful accounting business, RKD Accounting Services, in 1999. With more than twelve years in the field, Dawn has in-depth accounting expertise, coupled with a personal understanding of the challenges of running a business. Through her experiences as a business owner, she has discovered the importance of the relationship between good accounting records, good business processes, and running a successful business.

 


Stacy Kildal
Owner, Kildal Services LLC


Stacy will present on QuickBooks Online Topics


Stacy is owner/operator of Kildal Services LLC, located in Waterford, Michigan—a full service bookkeeping company that specializes in all things QuickBooks. As a Certified Professional Bookkeeper and Advanced QuickBooks ProAdvisor, she supports QuickBooks clients all over the country, offering payroll, bookkeeping, training and consulting.


She regularly teaches QuickBooks workshops through the local county planning and economic development department along with community college and continuing education classes for various school districts.

As a member of the esteemed Intuit Trainer/Writer Network, Stacy has presented many live seminars and webinars. Her attendees enjoy the passion she exhibits for her work and can easily relate to the many real life examples she uses during these presentations. She has also been featured frequently on Intuit’s Community “Ask the Expert” forums, various Intuit Academy To Go podcasts as well as hosting a number of Intuit Small Business Online Town Hall sessions.

Stacy is also co founder and co host of the only live, online radio show/podcast, called Radio Free QuickBooks, which airs each Wednesday from 730-9p ET and is available on iTunes. Each week they answer user questions and have a guest on to talk about new Intuit product and services, or third party add-ons.

 


Gale Kirsopp
Principal, Kirsopp Consulting, LLC


Gale will present on report customization


For over a decade Gale Kirsopp has helped distribution and warehouse businesses improve their operational efficiency and productivity by ensuring that they have the right accounting, inventory and reporting systems in place.

 

From the evaluation of financial workflows to software recommendations, implementation and training, Gale’s focus is always on improving her client’s business and bottom line through streamlined processes and procedures and making the right software choices.

 

Gale is an accomplished public speaker and trainer with over 20 years of experience in front of small and large groups. Gale is an Intuit Solution Provider, QuickBooks Advanced Certified Pro-Advisor, a Fishbowl Certified Partner, a Method Advanced Account Manager and a QQube Certified Trainer.

 


Note: We will continue to add conference instructors to this list throughout the coming weeks. Check back regularly for additional listings.