Intuit Connect 2024: Fathom’s Quick Guide

September 26, 2024

We’re just weeks away from joining the Intuit community in lighting up Las Vegas for the 2024 edition of Intuit’s flagship event!

Get ready to explore the best the Intuit platform has to offer. From inspiring keynotes to deep dives into client advisory, firm growth, accounting, tax workflows, and more—you won’t want to miss a beat.

For those already heading along, the Fathom team cannot wait to join you on the Glitter Strip. For those who can't be at the event in person, our team will be bringing you the latest news and key insights from the two days. Follow us on LinkedIn to stay across all the action. There are also some passes still available if you’re keen to get there!

In the meantime, get our tips for recommended sessions below.

Recommended Sessions

Intuit Connect 2024 attendees can earn up to 12 CPE across the event. Here are some we think will be well worth your while.

4 Ways to Build your Ideal Advisory Tech Stack

With countless apps available, choosing the right ones can feel a bit like spinning a roulette wheel. In this session, industry experts Carla Caldwell and Melissa Stout will help you select the best apps for your firm’s app stack.

They’ll cover practical selection criteria, explore top choices and provide you with a solid plan, key questions for the exhibit floor, and tips on discussing your app strategy with others.

Attend for 1 CPE.

A tactical guide to value pricing in CAS

In this session, Luke Templin will share his evolution from transaction-based pricing in a top-100 firm to implementing value pricing in a top-100 firm and his own firm. Get a foundational understanding of value pricing and its benefits, learn how to transition from hourly billing to value pricing, and establish a system to quickly calculate the value of services. This session is designed to equip accounting professionals with the tools to transition to value pricing, creating more freedom for firm owners and their staff.

Attend for 1 CPE.

Be Bold, Not Boring. Build a Brand Identity for Growth

Feeling like just another accounting firm in a crowded market? This session, hosted by Roman Villard, founder of Full Send Finance, will help you create a unique brand identity that sets you apart—from nailing your visual style to crafting a message that hits home and delivering an unforgettable client experience.

Learn how a strong brand not only attracts clients, but also top-tier talent, making your firm the place to be. Turn branding headaches into opportunities and walk away with the tools to build a brand that hooks both clients and recruits for the long haul.

Attend for 1 CPE.

How to get out of spreadsheets and into scalable Client Advisory Services

Client Advisory Services (CAS) are all about giving growing businesses the insights they need, but if you’re stuck in the weeds with manual spreadsheets, there’s no time left for actual advising. In this session, you’ be shown how to identify the advisory services your mid-market clients are really craving, tap into automated financial modeling tools, and package everything into fixed monthly fees.

Attend for 1 CPE.

Best in CAS: How Leading Firms Use Fathom to Drive Results

In this session, you’ll learn how leading firms use Fathom to deliver best-in-class client advisory services. It's no coincidence more than half of the Top 50 firms globally trust Fathom as their tool for delivering CAS, and we're here to share how you can do the same.  

You'll learn how to:

  • Deliver insightful custom reports at scale
  • Create forecasts and plan efficiently
  • Benchmark and compare client performance

Fathom App Demos

And make sure you swing by Fathom at booth 21 for a chat or a demonstration at any time. Our friendly Fathom faces will help you explore the possibilities afforded by Fathom’s class-leading functionality and answer any questions you may have. We hope to see you there!

To see the complete session offering for Intuit Connect 2024, check out the session catalog here.  

We’ll see you in Vegas!

Keep an eye on our LinkedIn page for all the latest updates ahead of Intuit Connect.  

With so much on the cards, Intuit Connect 2024 is shaping up to be a winner. Our team is looking forward to seeing you on the Glitter Strip!

Learn more

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