EVOLVE SUMMIT 2024

Welcome CPA 360 Members to the 2024 Evolve Summit!

Get ready for an unforgettable experience as we gather in the charming town of Baraboo, Wisconsin, for four days of packed professional development, networking opportunities, and exploration. We’re honored to have Sean Bott as our keynote speaker at the annual MBE Leadership Summit on Tuesday, September 24th, held at the iconic Al Ringling Theatre in Downtown Baraboo.

The Evolve Summit agenda offers a unique blend of sessions designed to connect you with peers, discover innovative practices, and expand your knowledge in the field of PracticeERP. We’ve included our agenda, travel information, and hotel booking details below for your convenience. We look forward to welcoming you to Baraboo and creating an inspiring and enriching Summit. Let’s make it memorable!

Agenda

Day 1- Monday, September 23

5:00 — 8:00 PM: Cocktail Reception The Keg 732 Oak Street Wisconsin Dells, WI 53965

Day 2- Tuesday, September 24

8:30 — 9:00 AM: Registration Al Ringling Theatre 136 4th Avenue Baraboo, WI 53913

9:00 — 11:00 AM: Sean Bott

11:00 — 11:30 AM: Meet with Sean Bott (Optional)

11:30 AM — 12:45 PM: Travel & Lunch Provided UW-Platteville Baraboo Sauk County 1006 Connie Road Baraboo, WI 53913

12:45 — 1:00 PM: Kickoff Tim, Chelsey & Dirk

1:00 — 2:00 PM: Building a Custom Report or Search Ally & Dirk

2:00 — 2:30 PM: Client Record & Dashboard Jenny & Ally

2:30 — 3:00 PM: Billing – Excel Export Jenny

3:00 — 3:15 PM: Break

3:15 — 4:45 PM: This Year’s Release Notes and Tips & Tricks
Jenny, Ally, Chelsey & Emily

4:45 — 5:15 PM: My CRM & HubSpot Emily & Tiff

5:15 PM: Free Time
Relax & unwind – check out these chambers for entertainment &
dining options:

Day 3- Wednesday, September 25

8:00 — 8:30 AM: My Workspace – End User Optimization Kali & Carmen

8:30 — 9:00 AM: Time Entry Optimization Tim, Frank & Kali

9:00 — 9:30 AM: Insights (Power BI) Dirk

9:30 — 10:00 AM: Capacity Planning Dirk

10:00 — 10:15 AM: Break

10:15 — 10:45 AM: Enhancements Dirk & Jared

10:45 — 11:30 AM: Management Dashboard Kali & Kim

11:30 — 12:00 PM: Ask Blue J

12:00 — 1:00 PM: Lunch Provided UW-Platteville Baraboo Sauk County 1006 Connie Road Baraboo, WI 53913

1:00 — 1:45 PM: PracticeERP General Ledger Dirk

1:45 — 2:45 PM: OPEN – FIRMS to Present Group Discussion Chelsey

2:45 — 3:00 PM: Break

3:00 — 3:45 PM: isolved & Motus Tricia & Rick

3:45 — 4:30 PM: Workiro

4:30 — 5:00 PM: Enhancements & Closing Dirk, Tim & Chelsey

5:30 — 8:30 PM: Dinner & Reception Provided Grateful Shed 1470 Wisconsin Dells Parkway Wisconsin Dells, WI 53965

Meet Keynote Speaker Sean Bott

Sean Bott is a speaker and consultant who combines his background in magic, psychology, and humor to help people build connections with each other. He uses his unique experiences, including an international upbringing and a blend of personal and professional knowledge, to create engaging workshops that teach people how to connect authentically.

Here are some key points about Sean:

Early life: Grew up in Saudi Arabia, developed a love for magic at a young age.
Skills: Mentalist, incorporates humor, psychology, and empathy into his work.
Experience: Worked with over 1,500 organizations including Dell, Google, and Disney.
Focus: Helps people create deeper connections and a sense of belonging.
Personal life: Married with kids, owns two cats, enjoys hot soup in the summer.

Sean Bott

Hotel and Travel

Staybridge Suites

608-253-1700
Block Code: CPA

Address: 1345 Great Wolf Dr, Baraboo, WI 53913

Booking Link:

Click here to book for CPA 360 – Staybridge Suites

Getting from Dane County Regional Truax Field Airport (MSN) to Wisconsin Dells:

Getting from Milwaukee Mitchell International Airport (MKE) to Wisconsin Dells:

Hotel to Campus

Hotel to Al Ringling Theatre

Hotel to MBE CPAs

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Evolve Summit Registration

We are accepting late registration, please contact Ally at acarroll@mbe.cpa