NZ ROADSHOW AGENDA. Auckland Central, Hamilton, Tauranga, Wellington, Christchurch

Transcription

1 Now updated to include new breakout session Getting to know Xero projects, payroll & expenses NZ ROADSHOW AGENDA Auckland Central, Hamilton, Tauranga, Wellington, Christchurch 8:00 AM Registration opens 8.30 AM Welcome 8.45 AM Strategy update including Xero Small Business Insights / lending / financial web / data security 9.10 AM Platform strategy update 9.30 AM Product update including high level overview of Xero HQ, Projects, Expenses, Payroll & WorkflowMax AM Morning tea AM Keynote speaker AM App advisory, cloud integrators, playbooks PM Lunch

2 1.00 PM Breakout session: stream A Conversations you need to be having with your clients Topics: Succession planning, advisory Get ideas for advisory conversations you can have with your clients to create additional value, ensuring they are set up for success and prepared for the future. XPM / Tax update Topics: XPM, tax Advanced Xero Practice Manager tips and tricks including customising a job brief template, updates to multi-job invoices, quote/leads manager, and UOMI calculator, as well as tax updates you need to be aware of PM Breakout session: stream A How to be efficient with Xero Toopics: Lean business, efficiency, end-to-end workflow, conversions, Xero Workpapers Want to get more lean and efficient? We ll take you through an example of what a lean Xero practice looks like, with tools and tips for how to get your practice on the next step. Deep dive into Xero HQ Topics: Xero HQ client list, Explorer, and Ask; Xero HQ app integrations, Xero HQ updates Xero HQ is full of golden nuggets and has seen several updates since it was first released. We ll go through the key features, updates, and future plans for Xero HQ to take your practice to the next level.

3 2.50 PM Breakout session: stream A this session has changed Getting to know Xero Projects, Payroll and Expenses Come see how Xero Projects, Payroll and Expenses are used to solve everyday pain points for your customers, all within Xero itself. We ll see a demo of how these work practically in the real world. Please note that the original session, Managing relationships and marketing your practice, will now be available via webinar in November. The power of reporting with Xero Topics: Management reporting, agri templates, reporting updates Learn more about the power of reporting with Xero, from customised report templates to easy to run management reports. And discover additional reporting tools from our app partners PM 4:00 PM Closing

4 Now updated to include new breakout session Getting to know Xero projects, payroll & expenses NZ ROADSHOW AGENDA New Plymouth, Palmerston North, Nelson, Napier, Rotorua, Auckland North, Auckland South, Dunedin, Whangarei, Invercargill, Queenstown 8:00 AM Registration opens 8.30 AM Welcome 8.45 AM Strategy update including Xero Small Business Insights / lending / financial web / data security 9.10 AM Platform strategy update 9.30 AM Product update including high level overview of Xero HQ, Projects, Expenses, Payroll & WorkflowMax AM Morning tea AM Keynote speaker AM App advisory, cloud integrators, playbooks PM Lunch

5 12:55 PM Breakout session: stream A Conversations you need to be having with your clients Topics: Succession planning, advisory Get ideas for advisory conversations you can have with your clients to create additional value, ensuring they are set up for success and prepared for the future. XPM / Tax update Topics: XPM, tax Advanced Xero Practice Manager tips and tricks including customising a job brief template, updates to multi-job invoices, quote/leads manager, and UOMI calculator, as well as tax updates you need to be aware of PM Breakout session: stream A How to be efficient with Xero Topics: Lean business, efficiency, end-to-end workflow, conversions, Xero Workpapers Want to get more lean and efficient? We ll take you through an example of what a lean Xero practice looks like, with tools and tips for how to get your practice on the next step. Deep dive into Xero HQ Topics: Xero HQ client list, Explorer, and Ask; Xero HQ app integrations, Xero HQ updates Xero HQ is full of golden nuggets and has seen several updates since it was first released. We ll go through the key features, updates, and future plans for Xero HQ to take your practice to the next level.

6 2.35 PM Breakout session: stream A this session has changed Getting to know Xero Projects, Payroll and Expenses Come see how Xero Projects, Payroll and Expenses are used to solve everyday pain points for your customers, all within Xero itself. We ll see a demo of how these work practically in the real world. Please note that the original session, Managing relationships and marketing your practice, will now be available via webinar in November. The power of reporting with Xero Topics: Management reporting, agri templates, reporting updates Learn more about the power of reporting with Xero, from customised report templates to easy to run management reports. And discover additional reporting tools from our app partners PM 3:30 PM Closing