{"id":95934,"date":"2025-02-18T18:16:15","date_gmt":"2025-02-18T18:16:15","guid":{"rendered":"https:\/\/peraltafinancing.com\/accounting\/expert-tips-for-attending-intuit-connect-2024\/"},"modified":"2025-02-18T18:16:15","modified_gmt":"2025-02-18T18:16:15","slug":"expert-tips-for-attending-intuit-connect-2024","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=95934","title":{"rendered":"Expert Tips For Attending Intuit Connect 2024"},"content":{"rendered":"


\n<\/p>\n

\n
\"\"<\/a><\/figure>\n

One of my favorite books when I was a kid was \u201cHail, Hail, Camp Timberwood<\/a>,\u201d about a girl who goes to summer camp for her first time. She\u2019s standing around, feeling (and probably looking) uncomfortable as all the return campers are running around, hugging each other, excited to be reunited. All of a sudden, someone runs up to her and gives her a big hug and says how happy she is to see her again. After a moment of total confusion, the girl leans in and says, \u201cDon\u2019t worry \u2013 we don\u2019t actually know each other. I was just feeling left out and figured I\u2019d join \u2018em.\u201d The two of them become fast friends and go off hugging others who looked out of place and letting them in on the joke. Before you know it, the entire place was full of everyone running around hugging each other and laughing.<\/p>\n

While I can\u2019t say this is likely to happen\u00a0exactly<\/em>\u00a0like this at the upcoming Intuit Connect conference in Las Vegas, I also wouldn\u2019t be that surprised if it did. There will be heaps of people reuniting for the first time since last year, or at least since Scaling New Heights (check out\u00a0last year\u2019s video blog about those amazing takeaways<\/a>, which includes some bonus suggestions for Connect). But there will also be loads of first-timers attending, who are nervous and out of their element. Find the other wallflowers and go up to them \u2013 tell them it seemed like maybe they didn\u2019t know anyone there, either, and do they want to eat lunch together or go to a vendor booth or grab a drink? You\u2019ll be delighted and surprised at how many of these folks you\u2019ll stay in touch with through the years. Remember, progressive accountants and bookkeepers such as the kind you\u2019ll find at Connect \u2013 especially those who go year after year \u2013 are excited you\u2019re there, and they want to help make your experience better. Introduce yourself to someone who looks like they \u201cbelong\u201d and say that you\u2019re new, and not sure where to begin. I am sure they\u2019ll point you in the right direction, take you under their wing, or introduce you to someone who might be a great conference buddy.<\/p>\n

For today\u2019s blog post, I\u2019m going to be that conference buddy, and share with you my Expert Tips for Attending Intuit Connect 2024.<\/p>\n

\"\"<\/a><\/figure>\n

Tip One \u2014 PLAN AHEAD<\/h2>\n
    \n
  1. Attend a prep session webinar or podcast for individual insights. Michael Ly presented one on October 15th<\/sup> as a tax-extension-day celebration and you can check out the recording here<\/a>. Also, Lynda Artesani joins Matt Fulton and Richard Roppa-Roberts to host a wrap-up on November 8<\/a>, sponsored by Forwardly. Keep your eye on this space, as I\u2019ll be updating the article as I learn about new events.<\/li>\n
  2. Plan ahead, make a schedule, but be comfortable diverging from it; that way you don\u2019t waste time figuring out what to do in the moment, but you also don\u2019t miss the organic opportunities that arise.<\/li>\n
  3. Make a list of vendors you\u2019d like to meet; they\u2019re often very busy during open Exhibit Hall time; it might be helpful to set up a time with them to meet during a session when the Hall is less busy. Bring a list of questions you\u2019d like to have answered. Narrow your scope\u2026 it\u2019s impossible to visit everyone. Pick a few areas of interest, look into which vendors serve those areas, and focus on them.<\/li>\n
  4. Connect on social media with others who will be attending, whether it\u2019s in a Facebook group like\u00a0The Unofficial QuickBooks Connect Conference Group<\/a>, LinkedIn, or other platform \u2014 you can always use the official hashtag #IntuitConnect to find out who you already know that might be going. Engage and make plans ahead of time.<\/li>\n
  5. Check with your sales reps and vendors for the tools you love best \u2013 whether you\u2019re already using them or plan to implement this year \u2013 to see if they are hosting any customer dinners, happy hours, or get-togethers. Same with professional associations you\u2019re either in or are considering joining, like Bookkeeping Buds<\/a>, Realize<\/a>, or Roundtable<\/a>.
    \"\"<\/li>\n
  6. Register for parties that aren\u2019t already in the QBC app! In addition to the always-fabulous ConnectFest on Tuesday evening, there are loads of RSVP-only sponsored parties, such as:\n<\/li>\n<\/ol>\n

    There are also some customer-specific dinners and get-togethers for RightTool, Relay, Synder, ClientHub, Truewind, and other vendors and professional associations (such as Bookkeeping Buds, Realize, and Roundtable) \u2013 check with reps for the apps you already use or are planning to implement, and ask if they are hosting anything.<\/p>\n

    Tip Two: DOWNLOAD AND USE THE MOBILE APP<\/h2>\n
      \n
    1. When you log into the Intuit Connect website<\/a> (same credentials you used to register for the conference), you can select sessions ahead of time. Keep in mind that some are 50-minute sessions and some (including mine) are 100-minutes. One of the nice things about the app that Intuit uses is that you can sign up via the website or the mobile app. You can also \u201cfavorite\u201d (aka \u201cheart\u201d) a session without signing up for it. Although you can only sign up for one session per-slot, you can \u201cfavorite\u201d more than one, giving you an excellent way to select backup classes. (There\u2019s one small bug \u2013 in an attempt to make sure you\u2019re not signed up for two sessions simultaneously, they accidentally made it so that you have to choose between LUNCH at meetups that are being held during the lunch hour.)
      \"\"<\/li>\n
    2. On your phone, you can log into the Intuit Connect website and scroll down about half-way to download and sign into the conference app; the app and the website sync with each other! If you still have the app on your phone from last year, it will work! You just have to click the \u201cupdate\u201d button in your phone\u2019s app store.
      \"\"<\/li>\n
    3. You can also click on the \u201cAdd Personal Time\u201d button, which allows you to include items in your agenda that aren\u2019t part of the official conference.<\/li>\n
    4. Once you\u2019ve got your calendar just the way you want it, you can then export it so that everything shows up on your personal calendar, by clicking the dropdown at the top of the \u201cMy Agenda\u201d view.
      \"\"\n

      In the mobile app, set up your \u201cCalendar Sync\u201d:
      \"\"<\/p>\n<\/li>\n

    5. It\u2019s definitely helpful to the community if you register ahead-of-time for the classes that interest you (such as \u201cS-Corp Reasonable Compensation: What You Need To Know (And Why),\u201d my session at 10 am on Monday, October 28th<\/sup><\/a>)! This is how they determine which rooms will be assigned for each one. If there\u2019s a lot of interest in a particular topic, they\u2019ll give it a bigger room, and that makes life easier for everyone.<\/li>\n
    6. You can \u201cregister\u201d for only one per timeslot, but you can \u201cfavorite\u201d many, which is great if a session turns out not to be your cup of tea and you want to bail for another, or if you\u2019re somewhat undecided.<\/li>\n
    7. The app won\u2019t let you register if it\u2019s full. But that doesn\u2019t mean you shouldn\u2019t try to attend anyway! Lines will form for the \u201csold-out\u201d sessions, and they will let additional people in if there\u2019s capacity, which there usually is \u2013\u00a0get there early to be near the front of the line. There is almost always extra room and I\u2019ve rarely been turned away.
      \"\"<\/li>\n
    8. If you click on the session, it will show you the description, as well as speaker info. If you click on the speaker it will show their bio and all the sessions they\u2019re teaching at the conference. This is a great way to research which instructors you\u2019d like to hear.<\/li>\n<\/ol>\n

      Tip Three \u2014 PACK WISELY AND COMFORTABLY<\/h2>\n
        \n
      1. Wear comfortable shoes \u2013 there\u2019s a lot of walking, even though it\u2019s a confined space. Three floors, plus events at neighboring properties. (And of course, dance parties!)
        \"\"<\/li>\n
      2. Pack an extra collapsible duffle bag for swag if you\u2019re into it \u2013 but remember\u2026 you can also say \u201cno thank you\u201d. It\u2019s easy to get lost in the freebie frenzy, but do you really need another stress ball? That said, some of the stuff will be too good to pass up and you want to make sure you have room to carry it home. Personally, my QBO wine stopper from last year is a treasured memento \u2013 no joke!<\/li>\n
      3. The breakout rooms are often FREEZING! Bring a wrap or sweatshirt. Also, Vegas is in the desert\u2026 it\u2019s chilly this time of year.<\/li>\n
      4. However, there are a couple of hot tubs in the pool area, so also bring a swimsuit. Keep in mind that they close very early \u2014 4 or 5 pm depending on the day.<\/li>\n
      5. Bring a refillable water bottle (or reuse a plastic bottle) and\/or coffee\/tea mug; there will be dispensers, and also, the water in your hotel room is fine to drink. Pro tip: the gym is 24\/7 and has great filtered water.<\/li>\n
      6. Bring battery packs and chargers \u2013 often the rooms are in a basement and your cell struggles and chews up your battery; plus you\u2019ll want to be on the conference app, your association\u2019s Slack or Circle app, and you\u2019ll probably text or WhatsApp a lot.<\/li>\n
      7. Conference hotels are pricey! Buy food & drink at a nearby convenience store if you\u2019re going to want snacks or a bottle or box of wine outside of the usual meals and parties \u2013 but there are lots of those, so it\u2019s not strictly necessary. Also, ordering delivery food or groceries is a lot cheaper than eating at the casino. While you\u2019re at the convenience store or ordering online, grab some Epsom salts to soak your feet. You\u2019ll be glad you did.<\/li>\n
      8. Speaking of the hotel restaurants, the reservations book up very quickly. If you know you\u2019ll want to eat out on a given night, go ahead and reserve as soon as you can.<\/li>\n
      9. There are no coffee-makers in the rooms, and the line at the caf\u00e9 winds through the casino. Bring a portable tea kettle or coffee-maker;\u00a0this is ours.<\/a> I wish I had an affiliate link because I recommend this thing to everyone.
        \"\"<\/li>\n
      10. Carry small bills for tipping bartenders at the various happy hours, socials, parties and receptions. They work hard and many attendees don\u2019t think to bring cash.<\/li>\n
      11. Bring earplugs for sleeping and loud parties.<\/li>\n
      12. All that said, don\u2019t overpack. We\u2019re only there for four days and you can re-wear some of your clothing. You don\u2019t want to get stuck spending most of your final night re-packing your whole wardrobe. You\u2019ll probably need less stuff than you think.<\/li>\n
      13. Anchor is hosting a service on the final day where you can store your luggage, after checking out (rather than with the hotel concierge) \u2014 register here<\/a>.
        \"\"
        (They\u2019ve been amazing. Airport pickups on the first day, storing luggage on the last, a hospitality lounge, and loads of co-sponsored events with other apps and organizations. And incredibly nice people, too!)<\/li>\n
      14. Dress code: BE YOURSELF. Many people are in sweats and jeans, others are in power-suits or dresses, and some of us love dressing up in-costume and wearing tiaras whenever we get the chance. Wear what makes you feel most like yourself.<\/li>\n<\/ol>\n

        Addendum: Halloween is October 31st<\/sup>! Many of us are bringing costumes, so if you\u2019re inclined to do the same, you will not be alone.<\/p>\n

        \"\"<\/a><\/figure>\n

        Tip Four \u2014 TRAVEL CONSIDERATIONS<\/strong><\/h2>\n
          \n
        1. Be sure to sign up for one of two airport pickup services generously sponsored and arranged by vendors; it was a lifesaver last year:
          \u2013           Forwardly, Fyle & FinOptimal airport pickup<\/a>
          \u2013           Anchor airport pickup<\/a><\/li>\n
        2. Related: plan for ample travel time while in Las Vegas, whether you\u2019re on foot or in a vehicle. Use cabs instead of rideshares when you must take a vehicle, as they are prohibited from surge pricing. But keep in mind that the lines to grab a taxi outside each property can be long. Stick with over-street pedestrian bridges and monorails when possible.<\/li>\n
        3. Once you\u2019ve met a bunch of folks at the conference, consider coordinating to share a cab back to the airport when you depart.<\/li>\n
        4. Check in early and skip the QBC lines. On Oct 27 from 12 PM-7 PM you can head to the Mariposa Registration Desk on Level 2. Remember to bring your ID.<\/li>\n<\/ol>\n

          Tip Five \u2014 NETWORKING<\/strong><\/h2>\n
            \n
          1. Represent your tribe\u2026 for example, last year the\u00a0Bookkeeping Buds<\/a>\u00a0wore our tiaras to show support when a member was competing in a QBO Tips & Tricks session. I also always bring my favorite Bookkeeping Buds bag and use it instead of the conference one (it not only is a nice talking point, but it also is easier to find if you leave it behind somewhere). Many folks love wearing t-shirts from their favorite apps \u2013 Kim Noh<\/a> even has her own tee that has logos of her tech stack!
            \"\"<\/li>\n
          2. Stay connected via Slack, WhatsApp, social media, and texts throughout the conference.<\/li>\n
          3. Bring business cards \u2013 digital, paper, or a paper one with a QR code (or QR code stickers). I used\u00a0HiHello<\/a>\u00a0for my first time last year, but there are loads of others out there. These days the vendors usually just scan your badge to get your info, but they do sometimes have raffles where you can drop an old-school card in an old-school fishbowl; I have a different set of b-cards I use for these with an email that routes to a different folder.<\/li>\n
          4. Prepare your elevator pitch \u2013 who are you, what do you do, why are you here, what makes you different? What will I want to remember about meeting you?<\/li>\n<\/ol>\n

            Tip Six \u2014 TAKE CARE OF YOURSELF<\/strong><\/h2>\n
              \n
            1. Sleep well the week and weekend leading up to the conference \u2013 the sessions start early, the parties go late, and there\u2019s always something happening in the hotel bar.
              \"\"<\/li>\n
            2. Put your badge on the inside of the doorknob when you get back to your room, so that you remember to grab it on your way out \u2014 a great tip I learned from Lynda Artesani<\/a>. They are strict about not letting anyone in without it.<\/li>\n
            3. If you\u2019re getting groceries delivered or stopping by a 7-11 or Walgreens, consider picking up some epsom salts to soak your feet.<\/li>\n
            4. It\u2019s okay to skip the morning session if you were up late, or to take a nap during a mainstage or between events. Give yourself some grace.<\/li>\n
            5. But be careful about how late you stay up and how much you drink. You don\u2019t want to miss something valuable or feel sick just because you lost track of yourself. There\u2019s a cool \u201cbracelet trick\u201d I learned years ago\u2026 put as many bracelets on your left wrist as drinks you\u2019ll allow yourself. Move one bracelet to the right wrist with each adult bevvie. Once your left wrist is empty, cut yourself off. Another trick is to re-use the same glass each time you get another cocktail \u2014 filling it up with water between drinks. You have to finish the water before allowing yourself a refill. And this may go without saying, but make sure to eat a full meal to soak up all that fun.
              \"\"<\/li>\n
            6. Consider arriving a day early or leaving a day late so you can see the sights in Las Vegas. If you haven\u2019t been to Absinthe, Lost Spirits, a Cirque de Soleil show, the Fremont Street Experience and the downtown Vegas lights, or the Museum of Neon, I can highly recommend taking the extra time to make it happen. And it\u2019s a great way to form a tighter bond with some of the new friends you met at the conference!<\/li>\n<\/ol>\n

              Tip Seven \u2014 SET YOURSELF UP FOR SUCCESS<\/strong><\/h2>\n
                \n
              1. There are always seats up-front, even when a session looks full. Don\u2019t be nervous about walking right up there, even if it\u2019s a few minutes into the session. No one\u2019s looking at you, and no one cares.
                \"\"<\/li>\n
              2. That said, feel free to ditch a class if it\u2019s not what you were hoping for or expected. There are other workshops that will be better worth your valuable time \u2013 or maybe it\u2019s an opportunity to visit with vendors or network with colleagues.<\/li>\n
              3. Take a photo of the Exhibit Hall map so you can easily zoom in\/out and orient the phone so that you\u2019re pointing the right direction.<\/li>\n
              4. Take lots of notes \u2013 notebook, e-ink pad, tablet, laptop\u2026 however works best for you. (In fact, as a paper-note-taker, I plan to check out my friends\u2019 Remarkables and Supernotes as one of my research goals for the conference.) Make one page a list of client-specific takeaways<\/em><\/strong> and one page a list of non-client actions you\u2019ll perform<\/em><\/strong> when you get back to the office. Try to restrict that second list to only 2-3 things \u2013 it\u2019s impossible to implement every shiny new idea you come across. Those will hang around in your head and you\u2019ll get a chance to learn more at the next conference, by which point maybe you\u2019ll have a new set of goals.<\/li>\n
              5. It\u2019s natural to be nervous, but you can do this! Even extroverts struggle with meeting new people sometimes. Move through that shyness or fear and lean into the fact that almost everyone here came alone; everyone had a first conference where they didn\u2019t know anyone; and everyone is here to meet other people and develop their practices. We have so much in common\u2026 sit at a lunchtable where you don\u2019t know anyone and introduce yourself. Ask why they\u2019re here and what they\u2019re enjoying most. Find out where they\u2019re from and what their specialty is. Tell them your goals and ask if they have advice. Ask them what their tech stack is and share your struggles with your choices and vendors and all the things. We will never run out of topics to talk about with each other, because there is so much to learn in our industry. Plus, chances are that these are folks who are as passionate about what they do as you are, or they wouldn\u2019t be here in the first place.<\/li>\n<\/ol>\n

                See you soon at QuickBooks Connect!<\/p>\n

                \"\"<\/a><\/figure>\n<\/p><\/div>\n\n","protected":false},"excerpt":{"rendered":"

                One of my favorite books when I was a kid was \u201cHail, Hail, Camp Timberwood,\u201d about a girl who goes to summer camp for her first time. She\u2019s standing around, feeling (and probably looking) uncomfortable as all the return campers are running around, hugging each other, excited to be reunited. 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