WorkflowCon2023: A First-of-Its-Kind Conference For Setting New Standards in Efficient Accounting Workflow
Author: Financial Cents
In this article
From engaging workshops to dynamic networking opportunities, WorkflowCon2023 was more than a conference – it was a movement towards a future where accounting workflows are streamlined, efficient, and more productive than ever!
A Glimpse into WorkflowCon2023
Our goal was to create an event where accountants and bookkeepers could gain practical insights and tools to transform their daily workflows and we are delighted to report that we achieved this and more.
Highlights of the conference include:
- 1,730 registrations
- 881 attendees
- 19 speakers
- Average time spent: 7 hrs 51m 48s
Keynote sessions from our speakers
Dawn Brolin, CPA, CFE, CEO, Powerful Accounting and Eric Green Founder, TaxRep Network did an incredible job of establishing the need for a well- streamlined workflow. They expertly navigated through the complexities of workflow management, illustrating how proper implementation is important for firms looking to scale efficiently and effectively.
Engaging Workshops
The conference featured a series of interactive workshops, where attendees had the opportunity to learn directly from the experts who are shaping the future of accounting.
Before implementing workflows, ask yourself if it will be a big win for your firm, clients or team members in general"
Kellie Parks, CPBWatch the full session here
There's a need to look at your team's present capabilities, then plan targeted training sessions to fix areas that are lacking"
Nayo Carter-Gray, EAWatch the full session here
There are so many things you can do with the power of AI. All you need to start with is to take it for a spin first"
Jason Staats, CPAWatch the full session here
Insightful Panels
Real firm owners like Wendy Kelly, Founder, Bookkeeping Simplified, Gerry Anderson, President, Blue Canyon CPA shared their perspectives on current and future trends in accounting workflows, sparking enlightening discussions among participants.
Excel sheets are great at the start but when you start bringing more people into your team, there is a need for more visibility over tasks so as to get quality work done on time"
Shahram ZarshenasWatch the full session here
During implementation, clean-up and onboarding, always carry your clients along each process which eliminates back and forth"
Tonya Schulte, Founder of The Profit ConstructorsWatch the full session here
Networking Spaces
Our virtual rooms and chat buzzed with activity, as attendees exchanged ideas, experiences, and forged new professional connections, highlighting the collaborative spirit of the accounting industry.
Attendees were treated to a live demo of Financial Cents, offering a glimpse into a more efficient way of keeping things from slipping through the cracks by easily tracking the status of client work, keeping all communication, documents, notes, email and client info in one place so your team can get their work done.
Attendees Feedback
With an average rating of 9.2, the success of WorkflowCon2023 is best reflected in the enthusiastic response from our attendees, whose feedback underscores the conference’s impact on the accounting community.
As well as the anticipation for future events…
Looking Ahead
The insights shared, connections made, and strategies developed during these two transformative days are a testament to the power of collaboration and innovation in the accounting industry.
We are looking forward to hosting future events and initiatives that will continue to support, inspire, and empower accounting & bookkeeping professionals across the globe.
If you missed any part of the conference, you can catch up on all the sessions on our Youtube channel.
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