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Join us for Blueprints for Business, a monthly series moderated and hosted by Matthew Fulton and Richard Roppa-Roberts and sponsored by Forwardly. Matthew and Richard have crafted an educational journey ripe to explore the essential pillars of professional growth and management within the accounting realm. Each session is thoughtfully tailored to address the unique challenges and opportunities financial professionals face today, blending insightful discussions with actionable strategies for established and growing accounting firm owners. People are stronger when they work together, so Blueprints for Business will be a collaboration between the hosts, guests, and attendees as they all share strategies and tips for the session topic.

Networking Tips & Tricks: With conference season in full swing, it is a perfect time to discuss the best tips and tricks when attending networking events. This month we are joined by Rich Kane as he shares some of his best do’s and don’t to expand your community and grow your business.

 

Date: June 7, 2024
Time: 1 PM PT | 4 PM ET

 

Watch Now  

 

 

Rich Kane:

Rich Kane, CPA based out of Chicago. QuickBooks Professional Advisor, Member of Intuit’s Trainers Writers Network. Rich received his undergrad degree from Northeastern IL University and MBA from Loyola University of Chicago. He loves to help clients with accounting and tax work. He has been working with QuickBooks since 1996. Rich is superb at Networking. He started and helped run a QuickBooks Professional Advisor Group for 9 years and at Northshore Professional Group. He received the Sleeter Group award in 2015 for his efforts. When not working in the accounting profession, he likes to listen to contemporary music and strum along with his guitar. Comedies are his favorite that goes along with his sarcastic personality. Sports-wise, he is an avid Premier League Fan rooting for Manchester City.

 

Host Descriptions

 

Matthew Fulton:
  • Founder of Parkway Business Solutions, utilizing his passion for technology to develop time-saving tools and workflows for accountants and bookkeepers.
  • Founded QB Community Live, a large and popular Facebook Group for ProAdvisor Business Owners and accounting professionals, embracing the motto “Together we All Succeed.”
  • Insightful Accountant’s 2021 Top Trainer/Writer/Educator of the Year.
  • Featured at events including QuickBooks Connect & Scaling New Heights.
  • He enjoys walking his dogs, Cylis and Sophie, on the beaches of Ventura, Calif., when not working.

 

Richard Roppa-Roberts:
  • Known as “The ProAdvisor® Advisor,” working with award-winning apps and accounting professionals in 11 countries. So far.
  • Founder of Roundtable Labs, facilitating over 5000 hours of group discussions to date and embracing a philosophy of Collaboration over Competition.
  • Named “One to Watch” in Accounting Today’s Top 100 Most Influential People in Accounting.
  • Author for CPA Practice Advisor, Firm of the Future, QBO Blog, Intuit Tax Blog, and Insightful Accountant.
  • Co-host, The QBO Show podcast (running from 2011-2021) and RFQ-TV Television Show. Host of the CPA Academy “Intuit $100,000 Top 10 App Challenge” webinar series.
  • Featured Speaker at accounting conferences, including QuickBooks Connect, Scaling New Heights, Ensuring Success, WorkflowCon, Taking Your Firm Virtual, Flagg CPA Show, and many other technology conferences starting with COMDEX in 1994.

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