We were going to call this the Insider’s Guide to Managing Cash Flow at QuickBooks Connect San Jose. But really, who doesn’t stop and turn their heads when they hear the word “free”? Of course, you paid for attendance and travel. But, as your cash flow forecasting advocates, we wanted to suggest a few cost-effective ways to make the most of every minute:
1. Plan ahead
Go to the QuickBooks Connect San Jose 2018 event page and see who’s exhibiting. If there’s a company you don’t want to miss, reach out ahead of time. In most cases, they’ll be willing to set up an appointment. (PayPie will be at booth 12-A. If you’d like to reach out in advance, please drop us a line.)
Another way to make your list is to check the QuickBooks App Store reviews to get unbiased, first-hand accounts. Furthermore, keep your primary business goals top-of-mind and use them as a filter for connecting with vendors and selecting informational sessions.
Research the speakers and their backgrounds as well. This will help you know who you want to see the most, plus it’ll give you plenty of ice-breakers and conversation starters.
Did you know that MBA star Alex Rodriguez also owns a successful real estate investment firm? Or that Dylan’s Candy Bar founder Dylan Lauren is the daughter of fashion designer Ralph Lauren? And, yes, Mindy Kaling is that girl from The Office.
Several speakers are also authors. Check out their books ahead of time online or there’s even still time to see if your local library has a copy. (Note: If you want to get your book signed, your librarian will kindly ask you to purchase your own copy.)
Want to see if influencers and peers are attending? Visit their blog and social accounts or reach out. Let them know you’ll be there. If possible, set a meeting time instead of relying on your paths meeting in a sea of more than 5,000 attendees.
2. Download the event app
Time is money. If anyone understands this, Intuit does. This is why they’ve created a QuickBooks San Jose 2018 Event App to help you plan your schedule and keep up with all the latest information. (Apple App Store | Google Play)
Insiders also advise arriving early to scheduled events to ensure you get your seat. These sessions are first-come, first-serve only. In between sessions, scout out the booths and influencers you want to meet.
3. Say, “Hello”
There’s a reason it’s called QuickBooks Connect. The entire event is designed to bring accountants, business owners and tech experts together. It only takes a second to smile and say “hello.” And make sure your name tag is easy to see. From the exhibit hall to the breakout sessions, there’s no shortage of opportunities to get to meet new people.
Keep your business cards handy, too. Although technology continues to astound, the simplicity and effectiveness of business cards have yet to be outdone.
In their Insider’s Guide to QuickBooks Connect Sydney, Receipt Bank shares a quote from CPA and attendee Sam Rothberg that captures the essence of making connections:
“We all have great knowledge of our industry and we’re all still learning a lot about different areas. Don’t feel like you’re less a person than anyone else. Whoever you’re sitting next to at any of the areas you’re gonna go to, just introduce yourself, talk to them, ask them questions, I’m sure they’ll do the same.”
4. Meet tomorrow’s industry and tech leaders
Held the evening of November 5, the Small Business App Showdown shines the spotlight on 10 of the most promising new QuickBooks Online apps. Each company will appear on stage and a winner will be decided that evening. There will also be an exclusive app finalist section within the exhibition hall.
Shameless plug alert: PayPie is beyond thrilled to be one of the 2018 App Showdown Finalists.
The Firm of the Future Finalists from Australia, Canada, India, the United States and United Kingdom will all be in attendance and the Global Firm of the Future Finalist will be announced on November 6. In addition to being savvy businesspeople, they’re also outstanding networkers and influencers.
5. Ask questions
Asking questions is the single most important habit of innovative thinkers. Whether you’re in a small group discussion or breakout panel, you’re here to learn and trade ideas. When it’s time for questions and answers, be a participant. You’re there, in person and so are your fellow experts. Even if you’re an introvert by nature, challenge yourself to speak up.
Pro tip: Bring a pen and paper. Write your thoughts down during the event and prep your question in advance of raising your hand. It’s a good way to add a filter and an extra level of polish.
6. Keep an open mind
QuickBooks Connect San Jose is defined as, “An event for dreamers and doers – those with passion and drive who blaze their own trails to business success.” In outlining their top 10 tips for attending, Chaser eloquently summarizes:
“Coming into QuickBooks Connect with strongly held preconceived notions about ways of working or which apps are right and wrong for you and your clients, can be dangerous. At best, you’ll waste the time and money you spent on attending. At worst, you may completely miss huge opportunities for your firm and clients and lose your competitive edge.”
7. Be social
Participants and attendees aren’t just active at the event, there are also many conversations to join online — before, during and after the event. Build your tribe and get connected by following:
- QuickBooks Connect San Jose Event Information — Twitter: @QuickBooks | Facebook: @IntuitQuickBooks | #QBConnect
- Small Business App Showdown | Twitter: @IntuitDev | Facebook: @IntuitDeveloper | #SmallBiz #AppShowdown
- Firm of the Future | Twitter: @IntuitAccts | Facebook: @IntuitAccountants | #QBFirmOfTheFuture
These are the main accounts. You can also use them as a starting point for discovering other industry peers and influencers. If you’re unable to attend, following the main social accounts and hashtags is also a way virtually experience QuickBooks Connect. Intuit will also be streaming live from the event.
8. Score stellar swag
Stickers, t-shirts, headphones, notepads, stress balls and more — you name it, you’ll find it here. If there was a swag hall of fame, QuickBooks Connect San Jose would already be an inductee. A word of caution: Most airlines charge for checked baggage these days. If you’ve got a serious swag habit, leave room in your carry on bag when you’re packing.
9. Schedule downtime
Booths, speakers, events. Lions, tigers and bears… oh my! Even the most seasoned event goers need to plan breaks. Be sure to give yourself time to take a deep breath, gather your thoughts, remember what day it is…
QuickBooks Connect is incredibly exciting and engaging. However, it’s not an extreme endurance challenge. (Unless you make it one.) By taking breaks, you will still make amazing discoveries — sans the risk of life and limb and exposure to the elements.
10. Dine in
Each event pass includes daily meals and beverages. In addition to saving you time and money tracking down external sources of sustenance, grabbing a quick bite is yet another way to mix and mingle. Plus, we hear Intuit puts on a good spread. Perhaps in addition to comfy shoes, you might want to pack stretchy pants.
Last year, 98% of accounting professionals who attended QuickBooks Connect San Jose felt it would help them serve their clients even better. Although that statistic is hard to qualify on an income statement, it’s fairly substantial ROI. For three days, you’ll be mingling with some of the smartest, most talented people in your field. Get excited and seize each day!
The QuickBooks Connect, Small Business App Showdown and Firm of the Future logos are the property of Intuit and used with permission. Lifestyle images of QuickBooks Connect San Jose are also used with permission.