Most relevant results
Most relevant results
With 20 total sessions delivered in three flexible tracks each day, the Rootworks Inspire conference offers an abundance of timely, relevant content for owners, partners and staff. Mix and match sessions from each track to optimize your Inspire experience. The choice is yours. We’re excited to welcome you to the Ritz-Carlton Sarasota in November!
SETUP DAY
Registration Open
The Ritz-Carlton Grand Ballroom pre-function area
Welcome Reception
Hotel Lawn
Cigar club with Chris Rund
On the bayside patio
DAY ONE
Registration Open
The Ritz-Carlton Grand Ballroom pre-function area
Breakfast & Exhibit Hall
Pre-function area and St. Armands Jr. Ballroom
Day 1 Opening Keynote – Back to the Future you want
Darren Root, Plaza 1 & 2
Speaker: Darren Root
The old way of doing business no longer works—that is, taking on any client who walks through the door; accepting whatever technology the client uses; and long, crazy tax season hours. It’s time to take control of your firm and adopt a business model for the modern era. Learn the key components of a modern business model—including the need to define your WHO (ideal clients), WHAT (services) and HOW (service delivery).
Speakers: Amy McCarty and Anna Skowronek
Technology continues to change at a rapid pace. It seems like newer, faster and better apps continue to hit the accounting space at a regular frequency. It’s a lot to keep up with; we get that. In this session, you’ll learn the process of selecting and implementing the right technologies for your firm to build a tech stack for the modern era.
Speaker: John Mitchell
Brand is so much more than your logo and website. Your brand consists of numerous elements—from logo, website, content and social media to online presence, how clients are greeted when they call your firm and how you interact with clients virtually…to name only a handful. Combined, all of these components drive your clients’ and prospects’ perspective of and experience with your firm—your brand. You’ll learn the elements of a modern firm brand, the common points of friction, and the necessity of intentional planning to ensure a strong brand, and subsequently, a rich client experience.
Speaker: John Mitchell
An irresistible culture is a crucial component of successful firms. A healthy culture is what helps you maintain existing staff and recruit high-quality candidates, because with a healthy culture you tend to have happier people. In this session, you’ll learn four key ingredients to build and maintain a strong, positive firm culture with guidance on how to implement each.
Speaker: John Mitchell
Speakers: John Mitchell
As staffing continues to plague the accounting profession, adopting best practices around recruiting and hiring is imperative. In this session, you will learn workable, realistic and attainable strategies for identifying the root cause of team-related problems as well as proven methods for fixing the problems—once and for all.
Speaker: Marcus Dillon with panel
Outsourcing certain functions and services is commonplace in today’s progressive firms. But how do you know what to outsource, when and to whom? These and other questions will be answered by a panel of notable influencers. This group will discuss key strategies to best leverage outsourced options to maximize operational efficiencies and support a modern business model.
Speaker: Allan Koltin
Speakers: Rootworks Coaches
Speaker: John Mitchell
Speakers: Anna Skowronek and Christine Nietzke
Rootworks lives and breathes technology and is consistently working to vet solutions that support efficient operations across an accounting firm. In this session, you’ll learn the pros and cons of select solutions that you should consider for 2023.
Speaker: Gene Marks, CPA and President, The Marks Group P.C.
Studies show that less than 20% of SMB clients adopt a firm’s tech stack. How do you begin to move clients into your technology ecosystem? And how do you do it with as little friction as possible? Get the answers and the insight into what SMBs think about adopting cloud-based technologies.
Speaker: Allan Koltin
Speakers: Roman Kepczyk and Derek Distin
Moving to the cloud is about more than virtual workspaces and collaboration…it’s also key to keeping your firm secure. In this session, you’ll learn about several proven and tested cloud solutions required to operate safely, efficiently and effectively. We’ll also dive into infrastructure and best practices for keeping your firm and your team safe.
Speaker: John Mitchell
DAY TWO
Registration Open
The Ritz-Carlton Grand Ballroom pre-function area
Breakfast & Exhibit Hall
Pre-function area and St. Armands Jr. Ballroom
Day 2 Opening Keynote – The state of the profession
Darren Root with panel – Roman Kepczyk, Gene Marks
Speaker: John Mitchell
The pandemic forced the accounting workforce as a whole to take an honest look at the work environment…and just how happy we are at our jobs. For many, it proved an opportunity to enhance how we work and move closer to actually loving our jobs. In fact, those who have fallen back in love with their professional life and work culture tend to share common habits. During this session, you’ll learn the five daily habits that lead you to loving your job—and seeing it as more than just a paycheck.
Speakers: Roman Kepczyk & Amy McCarty
If the pandemic taught us anything, it’s that advanced technology is at the heart of a well-run, client-centric client accounting services (CAS) operation. When technology took center stage, it pushed clients to work with firms virtually, which subsequently redefined client expectations. Today, clients want to work as efficiently and conveniently as possible—and that requires firms to digitally optimize operations by leveraging best-of-breed cloud solutions. Learn how to build an optimized tech stack and workflow to support tech-savvy clients and offer frictionless client accounting services.
Speakers: Roman Kepczyk & Amy McCarty
If the pandemic taught us anything, it’s that advanced technology is at the heart of a well-run, client-centric tax practice. When technology took center stage, it pushed clients to work with firms virtually, which subsequently redefined client expectations. Today, clients want to work as efficiently and conveniently as possible—and that requires firms to digitally optimize operations by leveraging best-of-breed cloud solutions. Learn how to build an optimized tech stack and workflow to support tech-savvy clients and offer frictionless tax services.
Speaker: John Mitchell
Speaker: Darren Root
Smart Client Management is the term Rootworks coined to represent proactive management of your firm’s client data to ensure recurring revenue year-round while also maintaining a sustainable workload. In this session, learn the basics of Smart Client Management and reveal the massive value it offers your accounting firm.
Speaker: Marcus Dillon
There is a world of difference between being a practitioner and leading a thriving business. For many practitioners, the old way of doing business persists—that is, following a heads-down-in-the-work technician approach. Today, this model simply doesn’t work when trying to build a highly profitable, sustainable practice.
Smart Client Management is the term Rootworks coined to represent proactive management of your firm’s client data to ensure recurring revenue year-round while also maintaining a sustainable workload. In this session, learn the basics of Smart Client Management and reveal the massive value it offers your accounting firm.
Speaker: John Mitchell
Speakers: Andy Root & Marcus Dillon
Speaker: Darren Root and Brian Suthoff
The key to offering proactive, modern advisory services and a rich client experience is to leverage valuable client data. Deeper insight into client information, including service needs and technologies used, will help you move out of reactive operations mode to proactively offering services your clients need before they have to ask. Data insights also help identify clients who need to transition to your modern technology ecosystem. Insights represent the rocket fuel that powers highly profitable advisory services and will launch you into a successful future.
Speaker: Gene Marks, CPA and President, The Marks Group P.C.
Speaker: John Mitchell
Please complete the following:
Rootworks members can now use an early access version of Insights, which delivers customer segmentation and pricing data as well as reports for your firm and clients. Connection to QuickBooks Online is required for firms and/or clients.