2023
GrowCon Agenda
Lehi, Utah | May 8-9
AGENDA
Day 1
May 8th
7:30 - 8:00 am
Arrival, Check-in & Networking
8:00 - 8:30 am
Intro and Welcome to GrowCon
Christi Richards & Roger Knecht
8:35 - 9:15 am
How to Generate Traffic Online for Your Firm
Christian Jones
9:20 - 10:00 am
Building the Premier Accounting Firm through CFO & Business Advisory Services
Adam Lean & Jeff Prager
10:15 - 10:55 am
Group Exercise
Clay Neves
11:00 - 11:40 am
How to Attract Premium Clients with Social Authority
Alyssa J Dillon
11:45 - 12:15 pm
Blow Up Your Expectations! How Many Times Have YOU Surprised Yourself?
Teena Chandler
12:15 - 1:00 pm
LUNCH
1:00 - 1:30 pm
Group Exercise
Clay Neves
1:35 - 2:15 pm
Learn to Add Power to Your Financial Analysis!
Mike Milan
2:20 - 3:00 pm
Increasing Your Advisory Services Through Tax Credits and Incentives
Randy Crabtree
3:20 - 4:00 pm
Being vs. Doing: Scale Your Business Effectively and Intentionally
Michelle Quinonez
4:05 - 4:35 pm
How to Recover After Disappointments/Failures
Robyn Mons
4:38 - 5:08 pm
The Relationship We Have with Our Clients is More Imperative in Today's Market than the Services We Provide
Troy Ballard
5:08 - 5:20 pm
Wrap-up
6:30 - 9:00 pm
Awards Gala & Dinner
Day 2
May 9th
7:30 - 8:00 am
Arrival & Networking
8:00 - 8:25 am
Welcome & Recap
Christi Richards & Clay Neves
8:25 - 8:55 am
Your Professional Journey and 3 Course Services
Roger Knecht
9:00 - 9:50 am
Quickbooks Online - Tips & Tricks
Alicia Katz Pollock
10:05 - 10:35 am
Group Exercise
Clay Neves
10:40 - 11:20 am
Embracing Cloud Technology and Automation to Power Your Processes
Kellie Parks
11:25 - 11:55 am
The 6 P's - Proper Preparation Prevents Poor Performance & Penalties
Tanisha Waddell
11:55 - 1:15 pm
LUNCH
1:15 - 2:00 pm
Customer Retention & Showing You are Your Clients' Best Resource
Roger Knecht
2:05 - 2:45 pm
The Power of CAS and NOT Being a 'Normal' Bookkeeper, Accountant and Tax Professional
Liz Szporn
3:00 - 3:30 pm
Group Exercise
Clay Neves
3:30 - 5:00 pm
Working ON Your Business - Take Action!
Closing Remarks
Roger Knecht
List of Speakers
Roger Knecht
President
Universal Accounting
Roger Knecht
For more than 20 years Roger has personally helped thousands of accounting professionals start & build their businesses. In that time he’s created programs to address each aspect of running an accounting business & helped author “Red to BLACK“, the how-to-guide for accountants to help clients with the most common challenges faced in business – cash flow AND “In the BLACK – 9 Principles to Make Your Business Profitable“.
Roger also hosts a podcast, “Building the Premier Accounting Firm,” where he has hosted and interviewed over 200 successful business professionals to discover key principles, practices, tools and resources for his audience of business and accounting professionals.
Featured Speakers
Jeff Prager
Co-Founder
The CFO Project
Jeff Prager
Co-Founder
The CFO Project
Jeff Prager and Adam Lean are both former accountants who have built multiple businesses.
Together, they built a successful outsourced CFO/business advisory firm. As they were scaling this firm, they developed a complete system to ensure their team was providing real results to their clients (small and medium sized business owners).
They then founded The CFO Project where they, along with several other professionals, teach CPAs, accountants, and bookkeepers how to start and grow their own outsourced CFO/business advisory practice.
Currently there are over 250 members in The CFO Project membership program who are building, growing, and scaling their own outsourced CFO/business advisory practice.
Adam Lean
Co-Founder
The CFO Project
Adam Lean
Co-Founder
The CFO Project
Jeff Prager and Adam Lean are both former accountants who have built multiple businesses.
Together, they built a successful outsourced CFO/business advisory firm. As they were scaling this firm, they developed a complete system to ensure their team was providing real results to their clients (small and medium sized business owners).
They then founded The CFO Project where they, along with several other professionals, teach CPAs, accountants, and bookkeepers how to start and grow their own outsourced CFO/business advisory practice.
Currently there are over 250 members in The CFO Project membership program who are building, growing, and scaling their own outsourced CFO/business advisory practice.
Alyssa Dillon
Owner & CEO
Money Maker Movement
Alyssa Dillon
Owner & CEO
Money Maker Movement
Alyssa is a former CFO turned Money Making Maven, Founder and CEO of the Money Maker Movement. After dedicating her career to managing other people’s Millions she set out to make her own.
She ditched the grind of corporate America to build a life that she truly loves. Through this process she discovered her REAL Mission. Alyssa believes she was put on this earth to help women own their life and reach their full potential. She is here to teach women how to maximize their income and create an impact that will be felt for generations.
Outside of running her company she is a mom, a wife, an artist, and part of a CrossFit cult. If you can’t find her doing those things – she is traveling and drinking margaritas.
Mike Milan
Consultant/Trainer
Cash Flow Mike
Mike Milan
Consultant/Trainer
Cash Flow Mike
After building a successful high growth hotel staffing company, Mike ran into a severe cash flow problem where he maxed out his credit cards and took out a home equity loan so he could make payroll, while he was waiting to be paid by his clients. It was the stress and anxiety of this situation that propelled Mike into learning everything you could know about small business cash flow and becoming Cash Flow Mike.
After all, he was successful on paper, there just wasn’t any money in the bank. If you have ever lost sleep wondering if you would be able to pay bills or make payroll, The Clear Path To Cash Community Immersion Program is for you. Learn the secrets of cash flow and start building a lifestyle friendly business today.
Christian Jones
CEO
TaxProMarketer
Christian Jones
CEO, TaxProMarketer
Christian is the CEO of TaxProMarketer. Developing and implementing strategies that deliver results for TaxProMarketer’s clients is one of Christian’s main areas of oversight. He also teaches on a variety of topics in CPE webinar settings, at live events, and on other platforms where TaxProMarketer presents. The strategy Christian has developed around search marketing, and the implementation team who pulls it off, is setting the standard within the tax and accounting industry.
In addition to overseeing the website and SEO departments, Christian’s role includes overseeing key projects for TaxProMarketer and engaging with TaxProMarketer’s wonderful clients.
Christian also owns a number of retail fireworks stands in and around Kansas City. He’s been in the retail fireworks space for 14 years and has implemented his search engine marketing strategy for his fireworks stands, and others across the country, to great success.
Christian has been married to Christiana for 7 years, and they have three children, Hudson, Jane and Elsa.
Randy Crabtree
Co-Founder & Partner
Tri-Merit Specialty Tax Professionals
Randy Crabtree
Co-Founder & Partner
Tri-Merit Specialty Tax Professionals
Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.
Since 2019, he has hosted the bi-weekly “The Unique CPA” podcast, which ranks among the world’s 5%most popular programs (Source: Listen Score).
You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser, CPA Trendlines, Intuit Accountants TaxPro Center and he is a regular presenter at conferences and virtual training events hosted by national accounting associations, state CPA societies and other industry associations.
Randy is a 2-time finalist for Accounting Today’s “Top 100 Most Influential People in Accounting”.
In May 2022 Randy was appointed, for a 3-year term, to the Intuit Tax Council.
Prior to starting Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries and has worked closely with top executives to help them optimize their tax planning strategies.
Michelle Quinonez
Owner & Founder
MR Books Advisory
Michelle Quinonez
Owner & Founder
MR Books Advisory
Michelle is an entrepreneur and business owner with a Masters in Business Administration who brings over 15 years experience in small business administration, accounting and financial strategy, working with organizations with less than 5 team members to over 50 employees.
She is passionate about promoting an efficient business environment where owners and leaders are empowered to create and grow.
Her philosophy and expertise maximize Money & Time through profit-focused cash management and scalable systems. This approach provides both businesses and business leaders the keys to unlocking financial success and freedom.
Robyn Mons
Certified Life Coach
Robyn Mons
Certified Life Coach
Robyn Mons is a certified Life Coach. As an entrepreneur, wife and mother, she understands the challenges that come with balancing these three and the mental blocks that keep you from taking the action you desire. Robyn believes that your brain is the most powerful tool you have on the planet and that learning how to manage your brain is the most important thing you can do to create the lasting results you want in your life. Using the latest, cutting edge tools in the industry combined with her ability to connect and lead with compassion, she has helped many people succeed in achieving goals beyond what they thought possible. Her greatest joy is to watch her clients grow and evolve into who they most want to be in the world.
Robyn currently lives in Riverton Utah with her husband, Tyler, 4 kids ranging in ages 9-20 and her codependent pup, Dirk the Doodle.
Alicia Katz Pollock
CEO of Royalwise.com
QBO Rockstar
Alicia Katz Pollock
CEO of Royalwise.com, QBO Rockstar
Alicia Katz Pollock is the QBO Rock Star at Learn.Royalwise.com. As a Top 10 ProAdvisor and a member of the Intuit Trainer/Writer Network, Alicia has five QuickBooks and MS Word books on Amazon, leads weekly QuickBooks training webinars, and runs a QBO Coaching program. With a Masters of Arts in Teaching, 30+ years of tech industry experience, and a mile-long list of professional certifications, Alicia expertly blends deep subject matter expertise and patient guidance to provide an easy and fun online learning environment.
Kellie Parks
Cloud Process Creator
Calm Waters Cloud Accounting Resources
Kellie Parks
Cloud Process Creator
Calm Waters Cloud Accounting Resources
Kellie crafts processes and automation for future thinking accounting professionals who believe in the mightiness of online technology.
She wants every accounting professional to love running a cloud-based business as much as she does. The keys to embracing the cloud are effective best practices, consistent communication and efficient processes, systems and workflows, which is why she has dozens of pre-built templates to take the pain of creating optimization in your firm off your plate.
Certified or partnered in over a dozen cloud applications, she’s also a proud member of the Intuit International Trainer Writer Network and the FreshBooks Partner Council.
Kellie is a runner, water/snow skier and live-music fan.
She is always wondering what you would do more of – outside of work – if processes, automation and apps gave you your life back!?
Liz Szporn
Profit Guide
Profit First Professionals
Liz Szporn
Profit Guide
Profit First Professionals
Liz Szporn is a Guide at Profit First Professionals where she supports the transformation of accounting, bookkeeping and coaching firms. She particularly loves working on content and strategy to increase client engagement starting at the beginning of the sales cycle. Liz has 20+ years of experience as an executive and entrepreneur with a track record of financial success and strong leadership skills. In addition to being a Guide, Liz is a co-host on the Grow My Accounting Practice podcast, with Mike Michalowicz and Ron Saharyan. She also co-founded Leaderally, a professional development organization dedicated to educators, where she produces content and curriculum for online and in-person courses and workshops. Liz lives in New Jersey with her husband, three children, and two dogs.
Teena Chandler
Owner
Perfect Balance Bookkeeping, LLC
Teena Chandler
Owner, Perfect Balance Bookkeeping, LLC
Teena is a small town girl, a wife and mother of 5 wonderful children (one of which is her son in law). She has been involved in bookkeeping since 2014 and started her own bookkeeping business in 2021. She serves her client’s bookkeeping needs and strives to help her clients utilize the information compiled.
Teena is passionate about making a difference in the lives of those she associates with and hopes to continue to bring value into all that she does.
Troy Ballard
Owner
MTB Services Etc, LLC
Troy Ballard
Owner, MTB Services Etc, LLC
Troy Ballard is a highly experienced and certified professional bookkeeper with over three decades of experience in the field of bookkeeping. She started her own business in 2015 providing top-notch bookkeeping services to help businesses achieve profit and growth. In addition to her expertise in finance, Troy is also a talented musician who plays the guitar and writes songs and poems in her free time. She is also an avid dog lover and trains her pet for competition events. With her diverse interests and extensive experience, Troy is a well-rounded and valuable asset for any organization.
Tanisha Waddell
CEO
TLH Financial, LLC
Tanisha Waddell
CEO
TLH Financial, LLC
Tanisha Waddell has been preparing taxes for 10 years as of 2023. She enjoys the many roles of being a mom of 2 kids, wife, and determined business owner. Her passion is to seek out her life’s purpose and receive sufficient fulfillment through creativity. Tanisha currently owns a Financial Firm that offers Income Tax Preparation, Bookkeeping, Notary Public, New Business Formation, and CFO Advisory Services. The services offered are a full circle to what all businesses need to THRIVE!!!
Thanks to Our 2023 Sponsors
