Practice Management Talks
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Overview
PM TALKS SCHEDULE
March 18, 2026
June 24, 2026
September 16, 2026
December 16, 2026
Speaker's Info
Julie Smith
Practice Manager at Harper & Company
I teach people how to get out of their own way. Accountants have been running their firms the same way for decades, yet the needs of clients have evolved.
QBTalks-Apps | ProAdvisor Program Evolution: The Continuing Evolution of Intuit’s ProAdvisor ProgramIn Depth: QuickBooks Payroll
Join us for QBTalks-Apps on April 1, 2026, for QuickBooks In Depth: QuickBooks Payroll, hosted by William “Murph” Murphy and featuring guest presenter Andrew D’Abreu, Director of Product Management Payroll at Intuit.
AI Talks May: The ChatGPT Matrix
t is coming for the parts of your job that make you sigh at 4:47 PM on a Friday. - The Anatomy of AI Agents and breaking it down in plain English: • What AI agents actually are • How they work inside accounting software • Where they can realistically support your firm This isn’t hype. It’s practical. It’s human. And it’s about designing smarter systems so you can spend more time on the work that actually matters.
Suite Success: Running Your Entire Firm with Intuit Accountant Suite
Discover how Intuit Accountant Suite transforms the way accounting firms manage client work. Learn how to gain a complete view of client activity without logging into multiple files, streamline workflows with dashboards and automation, and leverage AI to uncover insights, spot trends, and calculate KPIs. Whether you're a solo practitioner or scaling your firm, this session will help you work smarter and deliver higher-value advisory services.