Jetpack Workflow Lift 2020

The first virtual conference just for Jetpack Workflow customers

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About the Conference

Our first Lift customer conference was on October 22nd, 2020.

We brought together the Jetpack Workflow community to learn about workflow best practices, our latest product updates, the best automation software for your growing firm, and tech trends for 2021.

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Want to catch the recap? Find all our speakers and their presentations right on our Jetpack Workflow YouTube Channel, check out our top takeaways on the blog, or watch the full conference below.

Speakers & Guests

David Cristello
CEO, Jetpack Workflow

CEO and Founder of Jetpack Workflow (Inc5000 Company), co-author of Double Your Accounting and Host of Growing Your Firm Podcast

krishna pendyala
Krishna Pendyala
Chief Empowerment Officer, ChoiceLadder Institute

The ChoiceLadder Institute helps entrepreneurs, executives, and financial advisors exercise better judgment and make wise choices to achieve a higher quality of life and not just a better standard of living.

Justin Burdett
Director of Product, Jetpack Workflow

Justin Burdett is the Director of Product for Jetpack Workflow. Prior to joining, he was a Product Lead at NoWait (Acquired by Yelp).

Heather Satterley
CEO & Owner. Satterley Training & Consulting

Founder of Satterley Training & Consulting LLC, Co-founder of Backoffice Ally, and Co-Host of the The ‘Appy Hour with Liz and Heather.

Donny Shimamoto
Founder & Managing Director, IntrapriseTechKnowlogies

Donny is a recognized thought leader and educator in the fields of accounting technology, IT risk management, and performance management. His dedication to helping accountants and organizations strategically leverage technology while proactively managing their business and technical risk is the core of his business.

Becki Gallagher
Customer Success Manager, Jetpack Workflow

Becki Gallagher is one of our Customer Success Managers and knows the ins and outs of our product like no one else. She is also the Resident Expert in our Zapier Integration, and is spearheading the certification course we will be offering soon.

Amanda Evans
Managing Partner, Tight Ship Bookkeeping

Amanda has over 18 years of bookkeeping experience with a background in mathematics and finance. Her firm utilizes streamlined workflow management, document hosting, and the latest technology to keep client books up to date.

Ruben Cruz
CEO and Founder of Crulliance, LLC

Ruben is a licensed CPA living in Florida, is a member of the Florida Institute of CPAs (FICPA) and was honored with a nomination for the FICPA’s 2019 Horizon Awards. He is dedicated to to providing world-class accounting and tax solutions for small businesses and individuals.

Jody Grunden
Co-Founder & CEO, Summit CPA

Jody Grunden is the managing member of Summit CPA Group and has 20+ years of experience in the accounting space. At Summit CPA, Jody focuses his attentions primarily on Virtual CFO Services. He is also the author of Digital Dollars and Cents. 

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Agenda

One day packed full of insightful presentations, product updates, and opportunities to reflect, learn and celebrate as a Jetpack Workflow community.

All times are in Eastern Time Zone.

Morning

  • Opening & Fireside Chat 10:30 AM - 11:00 AM

    David and Krishna go deep on exploring the illusion of work-life balance and how to plan your energy for the months ahead.

  • The Future of Workflow 11:00 AM - 11:30 AM

    Justin Burdett, our Director of Product, will chat about the future of workflow and product trends to get excited about.

  • Automation Alley 11:30 AM - 12:40 PM

    Get the best tips from workflow experts such as Heather Satterley, our own Becki Gallagher and several top accounting software guests.

Afternoon

  • Customer Panel 1:00 PM - 1:30 PM

    Join our customer panel session to learn how top accounting firms are growing their firms and are planning for 2021.

  • Expert Session 1:30 PM - 2:00 PM
  • Company Announcement 2:00 PM - 2:30 PM

    Shhhh it's a secret...but not for long! Join us as we reveal and demo a brand new feature.

  • Let's Celebrate 2:30PM - 2:45 PM

    We want to celebrate you, our customers! Join us for an intimate chat to acknowledge those of you who have made Jetpack Workflow a success.

  • Ending Remarks 2:45 PM - 3:00 PM

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© Jetpack Workflow 2020

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Ready to find out if workflow software is the right fit for your firm? Select the potential number of users at your company below to get started with your 14-day free trial.

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“Now I have a birds eye view of what’s going on in my firm, so I know what my team is doing, and what’s the status and updates for our clients.”

Monica Hodgson-Daniels, CPA
Owner and CEO of Garnett and Gold Financial Corporation

Congrats! 🙌

You’ve been selected to get early access to our new workflow software, Kiick by Jetpack Workflow!

Here’s why our revamped product can be a great fit:

  • Beautifully redesigned interface and features.
  • Improve workflows to help manage client work.
  • Done for You setup included for all beta customers. ($1,000 value)
  • Customizable projects to improve client services. (Kiick exclusive)
  • Easily update service templates across clients. (Kiick exclusive)

Interested in a free trial of our revamped platform? Help us shape the future of workflow software and chat with our team to get started ⤵

Take me to Jetpack Workflow Classic instead