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10 Steps to Move Your Practice & Clients to the Cloud

  • Apr 3, 2013 · 6:30 PM
  • This location is shown only to members

Guests are welcome, as our distinctive speaker Ian Vacin, VP Marketing & Product at Xero offers a glimpse of how cloud-based accounting offerings for both accounting professionals and small businesses are able to increase profitability and create a truly connected, collaborative relationship. He will discuss how to embrace this shift and present 10 steps that will transition you and your practice from transactional to value-based relationships within the cloud.

You'll learn:
• The definition, components and benefits of a modern practice
• How to take the first step by moving your own practice to the cloud
• Clear actions to transition your client base to the cloud.

You have a couple ways to get to our meeting spot. You can drive or take BART. If you’re driving, street parking is easy in the evenings. By BART, you get off at 19th Street station in Oakland and walk five minutes first north to 20th Street, then right, down the hill, east for three short blocks. We’re on the corner. You will need to be pre-registered in meetup as Security checks your name off of the list. Please register now, and join us.

Our second speaker, Spencer Christeck, also from Xero will provide insights into the Xero partner program opportunities.  Please stay tuned here for futher details.

About Your Presenters Ian Vacin and Spencer Christeck

Ian Vacin is the Vice President of Marketing & Product for Xero and works from Xero's San Francisco office.  Prior to Xero, Ian spent almost 9 years working at Intuit where he led the QuickBooks ProAdvisor Program and previously was the Offering Leader of Intuit's Mac Financial Software.

Ian has over 15 years of experience in technology working as a product manager, marketer, engineer and entrepreneur with expertise in the design, development, and marketing of software solutions.  He has helped companies ranging from Fortune 500 (Intuit, Intel, IBM, and Oracle) to early stage startups develop and deploy accounting, CRM, procurement, and software integration solutions.

Ian received both a Master of Business Administration (Kellogg School of Management) and a Master of Engineering Management from Northwestern University. He also received a Bachelor of Science degree in Industrial Engineering and Operations Research from the University of California, Berkeley.

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  • Doug S.

    Sorry I won't be able to make it. Will be travelling. Everyone should take a close look at Xero.

    March 23, 2013

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