Conference Overview Brochure

2014 User Conference
Hyatt Boston Harbor Hotel
Boston, Massachusetts
Thursday, June 5 – Friday, June 6, 2014
Overview of the Conference
XCM and Xpitax are pleased to invite users, partners, industry leaders and product experts to come
together to share best practices, explore new trends and see the latest XCM enhancements firsthand.
XCM will reveal the latest product updates, get tips and tricks directly from the experts to enhance your
current skill set and connect with your peers. From best practices and how-to’s, to expert panels, you’ll
have a great opportunity to learn how to maximize XCM in your firm.
Silver Sponsor
We would like to acknowledge and express our sincere appreciation to this year’s conference sponsors.
Each year we selectively invite business partners whose products and services offer particular value to our
clients and complement our conference goals. Be sure to stop by the XCM Vendor Exhibitor Hall, located
in the Ballroom Foyer, to learn what these organizations can do for you.
Deltek is the leading global provider of enterprise
software and information solutions for professional
services firms with industry solutions for
Accounting, Marcom, PR, Consulting and
Architecture and Engineering firms.
Firms large and small have turned to Deltek’s
Accounting Practice Management solution.
Deltek’s solution is purpose-built to help firms
generate more cash and earn higher profits from
their work and delivered on-premise or in the cloud.
Unlike traditional practice management systems– which address only back-office financial management–
Deltek is the only practice management solution that spans the entire firm, from front-office client-facing
activities to back-office administration. Setting apart Deltek is its unique ability to simultaneously manage
the complete client-firm relationship, and all aspects of engagement delivery– from scoping and staffing to
task management and time-capture. Deltek brings wide visibility to a firm’s operations, total control over
people and their work, and deep insight into financial results.
Deltek gives accounting firms the visibility to make accurate plans, the control to respond correctly when
changes are needed, and the insight to help firms improve performance in key areas like utilization,
profitability, and realization.
Deltek manages all administrative activities across the practice. Broad capabilities include business
development, staffing, engagement delivery, time capture, and human resources management. Deltek
provides exceptionally deep and flexible financial management, which streamlines client invoicing.
Firms using Deltek see better utilization, higher realization, reduced administrative expense, and
accelerated cash flow.
www.deltek.com/accounting
Bronze Sponsors
Avalara is the leader in sales tax automation for
businesses of any size. Our SaaS offering
provides the most complete set of transaction
tax compliance services available, including tax
calculation, exemption certificate management,
returns processing and 1099 filing and reporting. Avalara was founded in 2004 and
has been recognized as one of the fastest growing companies in America.
At Xcentric, we're a team of professionals that
are laser focused on providing hosted and
managed technology platforms for the accounting industry. Our
industry expertise, technological expertise and thought leadership
have been developed from serving the CPA community for over 20
years.
Visit Xcentric.com for the rest of the story.
CPA2Biz is the technology subsidiary of the American Institute of
Certified Public Accountants (AICPA), the world’s largest member
organization representing the accounting profession. The company
helps firms position for success within the digital transformation that is
revolutionizing the competitive landscape.
Visit CPA.com to learn how CPA2Biz is changing the way CPAs do
business.
Intuit Inc. creates business and financial management solutions that
simplify the business of life for small businesses, consumers and
accounting professionals.
http://accountants.intuit.com
Its flagship products and services include QuickBooks®, Quicken® and TurboTax®, which make it easier
to manage small businesses and payroll processing, personal finance, and tax preparation and filing.
Mint.com provides a fresh, easy and intelligent way for people to manage their money, while
Demandforce® offers marketing and communication tools for small businesses. ProSeries® and Lacerte®
are Intuit's leading tax preparation offerings for professional accountants.
Founded in 1983, Intuit had revenue of $4.2 billion in its fiscal year 2013. The company has approximately
8,000 employees with major offices in the United States, Canada, the United Kingdom, India and other
locations. More information can be found at www.intuit.com.
Keynote Speakers
The 2014 User Conference features practice management and technology best practices for forward
thinking firms, including panels, roundtables and interactive XCM training sessions on key areas of
functionality for users at roles and skill levels. We are pleased to be joined by the following industry
leaders.
Mike Sabbatis, RealPage
Mike Sabbatis has served as our Chief Revenue Officer of Real Page since July
2013. Mr. Sabbatis is responsible for the leadership and direction of the
implementation, support, training, sales and marketing teams. Utilizing his depth
of experience to influence short-term and long-term revenue generation, as well
as overall corporate strategy, Sabbatis ensures that the entire organization has
the direction, information and resources needed to improve client success as
well as drive continued adoption of the Company’s solutions. Sabbatis joined
RealPage from CCH Tax and Accounting, a division of Wolters Kluwer, where
he served as president and CEO. Responsible for their software, information
and services division, Sabbatis drove best-in-class solutions, led new product
innovation and acquired multiple technology assets resulting in consistent
revenue growth and record results. He currently serves on the boards of XCM
Solutions, LLC, as well as Doc.It, which provides technology enabled solutions
in workflow and document management. Prior to these roles, Sabbatis served as Executive Vice President
of global sales & marketing at Wolters Kluwer and held similar roles at Thomson Reuters.
Erik Asgeirsson, CPA2Biz
Erik Asgeirsson is a technology industry veteran with expertise in cloud
computing, e-commerce and business expansion. He has led CPA2Biz, the
technology subsidiary of the American Institute of CPAs, since 2002.
During Erik’s tenure, CPA2Biz has posted strong financial results and added
several new lines of business, including a package of leading, cloud-based
software solutions that help transform client services for accounting firms. In
addition, CPABiz.com has become the leading e-commerce site for the CPA
profession and one of the top 500 online stores, as ranked by Internet Retailer.
Erik believes the rise of always-available data through the cloud, coupled with
the maturing capabilities of smart phones and other mobile devices, represents
a significant opportunity for small- and medium-sized firms to improve client service and boost profits. It’s
an approach he embraces for his own business, as CPA2Biz uses the same programs it offers to CPA
firms to automate payroll, billing, tax and accounting workflows.
Before joining CPA2Biz, Erik held a variety of senior positions at AT&T in sales, product management and
operations. Erik holds an MBA from The New York University Stern School of Business and a B.S. in
Electrical Engineering from George Washington University. Early in his career, he served as a Peace
Corps volunteer in Tanzania.
He lives in Rye, N.Y., with his wife and three daughters. In his spare time, Erik is an enthusiastic sailor and
skier.
You can email Erik at [email protected]
Keynote Speakers
Roman H. Kepczyk, Xcentric
Roman H. Kepczyk, CPA is Director of Consulting for Xcentric. His
primary focus is helping firms throughout North America effectively use
information technology by optimizing their tax, audit and administrative
production workflows.
He has spent the past eighteen years consulting exclusively with CPA
firms and prior to that, ten years with the CPA firm of Henry & Horne,
(Arizona’s largest regional firm) where he was the partner in charge of
the firm's Management Advisory Services and PC Consulting
practices. Roman also served as the firm’s Administrative partner
where he oversaw Internal Accounting, Marketing, Human Resources,
and was responsible for the creation and implementation of the firm's
technology plan and budget.
He is a past member of the AICPA PCPS Executive Committee and past Chairman of the AICPA's
Information Technology Executive Committee. He has served as a member of other AICPA initiatives
including the Special Committee on Enhanced Business Reporting, eBusiness Task Force, IT Best
Practices, IT Research, IT Practices Committees, and Group of 100 projects. In addition he is past
Chairman of the AICPA Top Technologies Task Force.
Roman was named by INSIDE Public Accounting as one of the profession’s Most Recommended
Consultants for each of the years from 2004 through 2013, CPA Practice Advisors Top 25 Thought
Leaders for 2011 through 2014, and Accounting Today’s Most Influential People for the years 2000
through 2005, 2011 and 2013.
Roman is also an Advisory Board Member to the Association for Accounting Administration and has
served on the Board of Directors of the Arizona Society of CPAs.
He authored “2014 Quantum of
Paperless: Partners Guide to CPA Firm Optimization” which outlines 32 key best practices (available on
Amazon.com).
On a technical level, Roman is an AICPA Certified Information Technology Professional and a Certified
Lean Six Sigma Black Belt. He authored technology chapters for the PPC MAP Handbook, PPC Guide to
Paperless Engagements, and sections of the AICPA MAP Handbook, as well as co-authored the 2003
AICPA Top Technologies Guide and AICPA Guide to Understanding and Controlling Spam. He also
authored the AAA Guide to CPA Firm Intranets as well as coauthored their Guide to Paperless CPA Firm
Administration.
Guest Speakers
Val D. Steed, K2 Enterprises
Val Steed graduated from Utah State University where he received both his
Bachelors of Science (BS) in Accounting and his Masters of Accounting (MA).
After college, Val worked for Deloitte Haskins and Sells of Salt Lake City, Utah,
and then with Hansen, Steed, Bradshaw & Malmrose P.C. of Salt Lake City.
Val was with Hansen, Steed, Bradshaw & Malmrose P.C. for eleven years and
was a shareholder for six years before leaving to start K2 Enterprises.
Currently, Val is the CEO of K2 Enterprises which is a national technology
training and consulting organization. He has twelve years experience in public
practice and has been involved with information systems and the accounting
technology industry since 1984.
Chris Frederiksen, Frederiksen-Crawford CPAs Inc.
Chris Frederiksen is one of the best-known and most highly-rated seminar
leaders in the world as well as a consultant to accountancy firms worldwide. He
is also a practicing accountant near San Francisco, California. His experience
includes partnership positions with two international CPA firms and building
several independent practices in the San Francisco Bay Area. As a consultant
for the past twenty years, he has been helping small and medium sized
accountancy firms achieve their goals of greater profitability and greater
personal satisfaction for the owners. He is now committed to helping CPAs and
tax professionals excel in financial services, strategic planning and other new
service areas.
For the past several years, Chris has been named by Accounting Today as
one of the Top 100 Most Influential People in the Accounting Profession.
Earlier this year, he was inducted into the CPA Practice Advisor Hall of Fame.
Ray Barlow, Intuit
Ray leads a team of Strategic Account Managers, Product Specialists, and
Inside Account Managers for the Accountant & Advisor Group at Intuit. The
Accountant & Advisor Group was formed in August of 2013 with a complete
focus on accounting firms. His team partners with firms for the common
cause…the success of the small to medium sized business. He is responsible
for providing accountants with the products, programs and services needed for
their own success, while actively recommending Intuit solutions to their small
business clients in the U.S.
Prior to joining Intuit Ray was the Vice President of Sales & Marketing and a
member of the Executive Group for CCH, a Wolters Kluwer business. He was
responsible for the complete portfolio of CCH products including ProSystem fx,
CorpSystem Income and Sales Tax, IntelliConnect research, and Accounting
Research Manager. His team included over 350 sales representatives, account managers, sales
managers, and sales specialists. He was also responsible for the execution of external marketing
initiatives. Before joining CCH, Ray worked for Datamatics Ltd. where he was first introduced to the
concept of providing tax return preparation services offshore. This service spawned considerable new
technology throughout the industry as well as a host of products providing auto-population of basic tax
return information.
Ray started his career in the tax and accounting industry as a sales representative for Thomson RIA in
1994. He was promoted to Regional Sales Manager in 1996 and Vice President of Sales in 2000.
Ray lives in Hollis, NH and enjoys fly fishing, golf, skiing and boating.
Program Agenda
Agenda
Wednesday, June 4, 2014
4:00 pm - 6:00 pm
5:30 pm - 7:00 pm
XCM 2014 User Conference Registration
Welcome Reception
Thursday, June 5, 2014
7:00 am - 8:00 am
8:00 am - 9:10 am
9:10 am - 9:30 am
9:30 am - 10:40 am
10:40 am - 11:00 am
11:00 am - 12:10 pm
12:10 pm - 1:10 pm
1:10 pm - 2:20 pm
2:20 pm - 2:40 pm
2:40 pm - 3:50 pm
3:50 pm - 4:10 pm
4:10 pm - 5:20 pm
6:00 PM
Breakfast / Vendor Showcase
Welcome Remarks
Break / Vendor Showcase
Breakout Sessions
Break / Vendor Showcase
Breakout Sessions
Lunch / Vendor Showcase
General Session
Break /Vendor Showcase
Breakout Sessions
Break /Vendor Showcase
Breakout Sessions
Evening Event
Friday, June 6, 2014
7:00 am - 8:00 am
Breakfast / Vendor Showcase
8:00 am - 9:10 am
9:10 am - 9:30 am
9:30 am - 10:40 am
10:40 am - 11:00 am
11:00 am - 12:10 pm
General Session
Break / Vendor Showcase
Breakout Sessions
Break / Vendor Showcase
Breakout Sessions
12:10 pm - 2:00 pm
Lunch / Closing Remarks
Continuing Professional Education
XCM Solutions is registered with the National Association of State Boards of
Accountancy (NASBA) as a sponsor of continuing professional education on the
National Registry of CPE Sponsors. State boards of accountancy have final
authority on the acceptance of individual courses for CPE credit. Complaints
regarding registered sponsors may be submitted to the National Registry of CPE
Sponsors through its website: www.learningmarket.org.
Concurrent Session with Targeted Audiences
Wednesday, June 4, 2014
Registration
Grand Ballroom Lobby
Welcome Reception
Pavilion Lawn
4:00 pm – 6:00 pm
5:30 pm - 7:00 pm
Thursday, June 5, 2014
Continental Breakfast
Harborside Pavilion
Welcoming Remarks
Future Accounting Technology, Roman Kepczyk
Grand Ballroom
Session Break
7:00 am - 8:00 am
8:00 am - 9:10 am
9:30 am - 10:40 am
10:40 am - 11:00 am
11:00 am - 12:10 pm
12:10 pm - 1:10 pm
1:10 pm - 2:20 pm
Vendor Showcase
9:10 am - 9:30 am
XCM Features Review,
Tips & Tricks
Tax Outsourcing Playbook
XCM for Staff
Integrating with XCM
Lunch Break
Harborside Pavilion
General Session, Mike Sabbatis
Grand Ballroom
XCM Best Practices
Tax Panel
3:50 pm - 4:10 pm
Session Break
Outsourcing Panel
featuring Chris Frederiksen
Session Break
Intuit’s Find Your Freedom
in the Cloud
4:10 pm - 5:20 pm
XCM Extension Process
Session Break
2:20 pm - 2:40 pm
2:40 pm - 3:50 pm
Exploring XCMscheduler
6:00 PM
Site Audit 101
XCM for Partners / Managers
An Evening in the Park
Friday, June 6, 2014
Continental Breakfast
Harborside Pavilion
General Session, Erik Asgeirsson
Grand Ballroom
8:00 am - 9:10 am
9:10 am - 9:30 am
9:30 am - 10:40 am
10:40 am - 11:00 am
11:00 am - 12:10 pm
12:10 pm – 2:0 pm
Tracks
Vendor Showcase
7:00 am - 8:00 am
Small/Medium
Firm Panel
Session Break
Medium/Large
Firm Panel
Administrators
Roundtable
Session Break
K2 presents
Executing Change at
RAS & Calendar
Excel Top 15 Hints & Tips
Your Firm
User Roundtable
Next Generation of XCM Luncheon, Mark Albrecht
Harborside Pavilion
All Participants
Professional Services
Partners, Managers,
Staff
Firm Administrators, IT
and Operations
Professionals
Products &
Services
Session Details
Administrators Roundtable
The Administrators Roundtables will tackle some of the most common challenges that Administrators and
Power Users face. Users will work together to come up with creative solutions to managing various
departments within XCM, from Tax to Audit to Accounting Services. The conversation will center on shared
experiences and best practices for using XCM.
Exploring Resource Allocation Scheduler (RAS) and Calendar Scheduling
This interactive session is geared towards firms considering exploring the use of the RAS and Calendar
modules. This session will provide an overview of this add-on, discuss the value proposition and highlight
opportunities to help your firm work more effectively.
Executing Change at Your Firm
Managing change means managing people's expectations and assumptions. Change is natural and
important to growth, but people's reaction to change can be unpredictable and at times irrational. During
this session, firms will learn the key points of resistance in changing your firm’s processes and best
practices for anticipating and managing change in your firm. This session is intended to prepare you for
taking your learned observations at the User Conference and enacting change at your firm.
Future Accounting Technology
Roman Kepczyk will kick-off the 2014 User Conference to set the tone for the two days ahead with his
thoughts on Future Accounting Technology. He will start with a 2014 Partner Briefing: Trends and Techs.
This discussion will focus on key trends impacting the accounting firms and the profession in 2014 and
beyond. In addition to update on internal practice management statistics impacting firm profitability and
efficiency, Roman will address accounting profession trends in staffing, marketing and mergers and
acquisitions. He will then discuss specific global technology trends and their impact on the firm’s tax, audit
and accounting, and administrative production.
Excel Top 15 Hints & Tips
Even with new versions of Excel, many hints and tips continue to provide great value to Excel users. Now
combine that with the new features of Excel and you have a powerful list of 15 top hints and tips. This
session will cover the “all time greatest” top 15 hints and tips. You may know some but you will not know
all of these helpful techniques.
Integrating with XCM (Practice Management and Document Management)
Accessing accurate information in a timely manner is a significant challenge facing firms today. Integrating
information from multiple data sources can alleviate the burden of duplicating gathering efforts and
enables the extraction of information quickly. This session will provide an overview of the tools that XCM
integrates with, including but not limited to Document and Practice Management, and will give a brief
overview of future integration plans.
Intuit’s Find Your Freedom in the Cloud
The cloud is quickly changing how accountants and their clients work together. You and your clients can
now work with greater efficiency and more insights on today’s business that will drive better collaboration
on future strategy and opportunities. This presentation will provide deeper insight into Intuit’s vision and
roadmap for the NEW QuickBooks Online eco-system and how it will transform the Accountant’s business
by integrating valuable “work tools” into core client and business workflows.
Session Details
Medium / Large Firm Panel
During this interactive session, client representatives from medium-size and large firms will share their best
practices in using XCM, answer your questions on a variety of topics such as expanding use of XCM,
training staff, maintaining XCM, and utilizing the reporting.
Next Generation of XCM
This session will help attendees learn how to use the new features and functionality in the next generation
of workflow management due out in the late summer of 2014. Participants will also get a preview of other
new capabilities and offerings.
Outsourcing
Many firms battle time constraints during the busy season and struggle with low utilization in the offseason. Learn from Chris Frederiksen how Outsourcing can help you reduce busy season "burnout",
increase client satisfaction and most importantly, optimize firm profitability.
Resource Allocation Scheduler (RAS) and Calendar User Roundtable
The Resource Allocation Scheduler and Calendar Roundtable is geared towards existing users of the RAS
and Calendar modules. During this interactive session, users will share scheduling challenges and
collaborate on opportunities for firms to use RAS and Calendar to address common issues.
Site Audit 101
Site Audit 101 will guide users to identify areas to expand utilization by using XCM Value Add Features to
maximize your firm’s usage, such as Sign-offs, Checklists, Workflow Mapping and more. During this
session XCM will provide comparative analysis to help your firm gauge its own utilization against the
industry standard utilization of the core application, add on modules, and various features.
Small / Medium Firm Panel
During this interactive session, client representatives from new and existing small and medium-size firms
will share their best practices in using XCM, answer your questions on a variety of topics such as
expanding use of XCM, training staff, maintaining XCM, and utilizing the reporting.
Tax Outsourcing Playbook
This session will provide guidelines on which returns to outsource; how to handle the issue of consent
forms; dealing with client concerns and best practices for tax season and beyond.
The Maturing of the Cloud and How it Will Impact You
Cloud technologies available to the accounting profession have matured in sophistication as has the
adoption by firms. The data is showing the influence on how practitioners are working, a rise in the service
level of what they are producing and affecting the very vision owners have of their practice. Erik
Asgeirsson, President, CEO, CPA2Biz, Inc., will discuss these trends and the impact they are having on
firms and the client relationship.
XCM Best Practices Tax Panel
Power users will share their best practices in using XCM in the tax department, and answer your questions
on a variety of topics such as tips for preparing for tax season, managing estimated payments, tracking
engagement letters, and best uses for in-season reports to help you foresee and address potential
bottlenecks.
Session Details
XCM Extension Process
XCM allows firms to manage the extension process independently with its own unique list of status. This
session will review the extension process, including how to create an extension and move it through
workflow, bulk move extensions, and track your extensions through advanced search and reporting. This
session will also cover how to best manage multi-jurisdiction extensions.
New XCM Features Review / Tips and Tricks
This interactive training session will review newly released functionality in XCM over the course of the
previous years to help users understand the new capabilities, along with practical tips on when to use them
and learn ways to work more efficiently with XCM.
XCM for Partner / Managers
This interactive training session will review key functionality within XCM appropriate for the
partner/manager level within the firm. Features covered will include advanced search, key management
reports review, the use of checklists, signoffs, assigning level of difficulty and priority, budgeting, and
general uses of the four workflow categories.
XCM for Staff
This interactive training session will review key functionality within XCM appropriate for all levels of staff
members. Features covered will include bulk operations in My View, using key search functionality, user
reports, issues/points capabilities, signoffs and checklists usage.
An Evening in the Park
Nestled in the city of Boston, you will find baseball’s oldest ballpark with an intimate atmosphere that
allows you to feel like you are "in the game."
On Thursday, June 5, 2014 participants of the 2014 User Conference are invited you to join us for an
Evening in the Park, to experience the place where dreams are made, traditions are celebrated and
baseball is forever. Sit on top of the world famous left field wall, which stands 37 feet 2 inches high
overlooking leftfield.
This unique experience will allow attendee’s access to the Third Base Deck, where you can grab some
traditional baseball treats and enjoy the view from the left field Grandstand or join in on a walking tour of
the park, where you may get the chance to see a championship trophy first hand!
Round-trip transportation will be provided for conference attendees from the Hyatt Boston Harbor to
Yawkey Way.
Program Fees
XCM 2014 User Conference fees include all general sessions, networking opportunities, as well as meals
and entertainment.
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Early Bird Registration (Now – March 31, 2014)
Regular Registration (April 1 – May 30, 2014)
Late Registration (May 31 – June 3, 2014)
Discount for Additional Attendees from Same Firm
$595 per person
$695 per person
$795 per person
$100 off per person*
Conference fees DO NOT include accommodations. Accommodations must be booked separately through
the Hyatt Boston Harbor Hotel. Special room rate are available through May 15 for participants attend
the 2014 User Conference.
*Additional Attendees must be included in one registration session to automatically receive the group
discount.
Cancellation/ Change Policy
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Cancellations submitted on or before Friday, May 30, 2014, will be refunded in full minus a $275
handling fee.
Cancellations after May 30, 2014 are non-refundable.
Transfer of a Conference Registration to another attendee after May 30, 2014, will result in a
change fee of $150.
Hyatt Boston Harbor Hotel
Hyatt Boston Harbor
101 Harborside Drive
Boston, Massachusetts, USA, 02128
Tel: 1-617-568-1234
Fax: 1-617-567-8856
Hotel Overview
Experience a luxurious, eco-friendly Boston waterfront hotel on the harbor’s edge. Hyatt Boston Harbor features
breathtaking views of the beautiful city skyline and is the most environmentally friendly waterfront hotel in Boston,
Massachusetts. Winner of Boston’s Green Business Award, this convenient hotel close to Logan Airport includes
soundproof guestrooms, stunning harbor and city views, and onsite gourmet dining options.
The incredible location along the historic Boston waterfront offers easy access to top city attractions via a comfortable
water taxi to downtown or complimentary 24 hour airport shuttle.
Special Room Rates
Special room rates are available through May 15 for participants attending the 2014 User Conference. When
booking your conference accommodations, mention the XCM User Conference to secure the participant rate
of $249 plus applicable taxes.
Room amenities include:
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Hyatt Grand Bed
Complimentary Wireless high-speed Internet in Guestrooms
37” LCD TV with Cable TV Channels
Dual line phones with Voicemail
iHome stereo with docking station
And more!
Transportation
Air Transportation
 They Hyatt Boston Harbor is conveniently located minutes from Logan International Airport.
 The Hyatt Boston Harbor provides guests with a 24 hour complimentary Boston airport shuttle to and from
Logan International Airport airline terminals and the MBTA Blue Line subway stop.
 Call 617-568-1234 to request Boston Logan Airport shuttle service.
Amtrak Train
 From South Station to Hyatt Boston Harbor: 3 miles, 10-15 min; Taxi- $15-$17
 From North Station to Hyatt Boston Harbor: 5 miles, 15 min; Taxi- $18-20
Driving
 Hotel Address: 101 Harborside Drive, Boston, Massachusetts, USA, 02128,
Parking
 Enjoy unlimited in/out privileges at our Logan Airport Hyatt hotel. Parking provided at Hyatt Boston Harbor is
an outdoor uncovered hotel lot.
 Overnight Parking: $25.00 Flat Rate
Water Transportation Bus
 Take the Water Transportation Bus #66 to the hotel.
MBTA / Subway Shuttle from Blue Line
 Our Boston Logan Airport Hotel provides guests with 24 Hour complimentary transportation to and from Blue
Line of MBTA / subway.
 Subway fare $2.00 or Charlie Ticket
 Call hotel at 617-568-1234 for shuttle pick-up from Blue Line airport stop.
Area Attractions
Explore Boston
Home to philosophers, poets, intellectuals and revolutionaries, Boston is anything but a boring city. It’s a
town with a concrete identity and plenty of things to do, from Cambridge to Beacon Hill. The city is making
an effort to display its charisma to those who are interested. Through innovative architecture, urban
projects and a burgeoning art and film scene, Boston has come alive. So, if you’re up for a stroll down the
Freedom Trail, want to catch one of the city's many events, sit out by the Boston Harbor, or peek into one
of Boston’s many museums, out the Boston Visitors Guide for insider information on the city’s historic
culture, fabulous restaurants, top-notch shopping, fun events and more.
Points of Interest
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Faneuil Hall Marketplace
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New England Aquarium
Charlestown / USS Constitution
Newbury Street
Copley Place
Harvard University
Boston Public Garden
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World Trade Center – Boston
BCEC Convention Center
North End
Children’s Museum
Institute of Contemporary Art
TD Garden – Concerts & Sports Events
Staying for the Weekend
New England is beautiful in the spring, summer, fall and winter. If you're looking for a New England
weekend, you may consider:
 Staying in Boston at the Copley Square Marriott and roaming through Back Bay and shopping on
Newbury Street or checking into the Liberty Hotel for a view of the Charles River and only a short
walk to Faneuil Hall
 Heading to Cape Cod for a weekend retreat at the Chatham’s Bars or Daniel Webster Inn
 Visiting the Inn’s of Nantucket or Martha’s Vineyard before the summer crowds arrive
 Or venturing south to explore the seaside towns of Newport, Rhode Island and Mystic,
Connecticut.
Frequently Asked Questions
Question:
Answer:
When and where is XCM 2014 User Conference?
XCM 2014 User Conference will be held Thursday, June 5 – Friday, June 6 at
Hyatt Boston Harbor
101 Harborside Drive
Boston, Massachusetts, 02128
Tel: 617-568-1234
Question:
How much does the XCM 2014 User Conference cost?
Answer:
Fees for this year’s conference are:
 Early Bird Registration (Now – March 31, 2014) - $595 per person
 Regular Registration (April 1 – May 30, 2014) - $695 per person
 Late Registration (May 31 – June 3, 2014) - $795 per person
 Additional Attendees from same firm will receive $100 off (Additional Attendees must
register from the link provided to them by the member of their firm already
registered)
Conference fees do NOT include accommodations. Accommodations must be booked
separately through the Hyatt Boston Harbor Hotel.
Question:
Answer:
What is the Cancellation Policy?
Cancellations submitted on or before May 30, 2014 will be refunded in full minus a $275 handling fee.
Cancellations after Friday, May 30, 2014 are non-refundable.
Question:
Answer:
What is the Change Policy?
Transfer of a conference registration to another attendee after Friday, May 30, will result in a change
fee of $150.
Question:
Answer:
What is the guest policy?
In an effort to engage your team, a discount rate is available for each additional attendee from your
firm. If you are traveling with a guest, ticket fees will be applied on per event basis. All attendees
must be 21years of age or older, limited to one guest per attendee. No children are allowed.
You may email [email protected] for more information.
Question:
Answer:
What does the price include?
The price includes all general sessions, classes and networking opportunities, as well as meals and
entertainment. Cocktails and hors d'oeuvres will be served at the Welcome Reception.
Question:
Answer:
What is the cost for accommodations at the XCM 2014 User Conference?
Special room rates are available for participants attending the 2014 User Conference. Visit the Hyatt
Boston Harbor Hotel reservation link for details.
Question:
Answer:
Who should attend the XCM 2014 User Conference?
Anyone who would benefit from networking with peers and industry leaders, while learning about the
latest technologies in workflow, industry hot topics, outsourcing and how to use XCM/Xpitax to grow,
manage and protect their businesses.
Frequently Asked Questions
Question:
Answer:
How do attendees know if they are a small, medium or large firm?
To ensure you find the 2014 User Conference beneficial, we will offer topics that are of interest to
small, medium, and large firms. Topics will be the same for all groups:
 Small Firms
1 – 19 employees
 Medium Firms 20 – 99 employees
 Large Firms 100+ employees
Question:
Answer:
How do attendees update their conference registration information (i.e., add a guest, etc.)?
If you need to update your registration, login to XCM 2014 User Conference Home Page with the
confirmation number from your registration confirmation email or you may email
[email protected]
Question:
Answer:
Can you tell me more about the XCM 2014 User Conference?
The program is designed to bring knowledgeable industry leaders, XCM Users, Xpitax Clients and
XCM employees together to create a floor for participants to exchange ideas and learn from one
another.
More information about the conference will be posted at XCM 2014 User Conference Home Page as
it becomes available. Attendees can also contact [email protected] with any
questions.
Question:
Answer:
Will XCM discuss the latest enhancements and products they are developing at the
conference?
Yes. You will hear all about what’s happening with XCM and a view of what we are working on to
continue to grow and enhance the application.
Question:
Answer:
Do attendees receive CPE for every session?
While most sessions offer CPE, there are a small number that do not. Please visit the User
Conference Sessions for course details.
Question:
Answer:
Are the sessions only on software?
No, the 2014 User Conference sessions will focus on a broad range of topics that interest all levels of
your firm.
Question:
Answer:
Do you have to be a current XCM / Xpitax Customer to attend the conference?
No. The conference is open to all tax and accounting professionals interested in new technologies,
trends or outsourcing solutions.
Question:
Answer:
What will the itinerary include?
This will be an opportunity for professionals who use XCM and/or Xpitax to come together with industry
and product experts in a relaxed environment to share best practices, earn CPE credit, explore new
trends and see the latest XCM enhancements firsthand. Attendees will also have the opportunity to
participate in a variety of interactive workshops and discussions.
Question:
Answer:
What should attendees bring to this event?
You should bring all the things you would take on a casual business trip: professional and business
casual wear and comfortable shoes. The temperatures in the hotel and meeting rooms tend to be on
the cooler side, so we suggest bringing a sweater or jacket in case you get cold.
Frequently Asked Questions
Question:
Answer:
Can attendees make arrangements at the User Conference to purchase products?
Certainly. The conference is all about our clients and their needs, representatives will be available to
meet with you.
Question:
Answer:
Will there be any opportunities for networking?
Yes. Some of the most valuable information can come from your peers, our agenda includes
interactive sessions, networking opportunities and social events that will allow time for meeting others
in your field to share information and develop industry connections.
Question:
How can attendees find out what people are saying about the 2014 XCM User Conference and
connect with other professionals planning to attend?
Check out testimonials and connect with other attendees by joining the XCM Community following us
on Twitter (#XCM2014UC) and Facebook.
Answer:
Question:
Answer:
Which airport is closest to the Hyatt Boston Harbor?
Logan International Airport is located approximately 1.5 miles away from the hotel. The Hyatt Boston
Harbor provides guests with a 24 hour complimentary Boston airport shuttle to and from Logan
International Airport airline terminals and the MBTA Blue Line subway stop.
Question:
Answer:
What will the weather be like in Boston in June?
June sees temperatures rise in Boston and this is a great time to visit the city. The average
temperature reaches 75 degrees during the day and a mild low of around 57 degrees in the evening.
Contact Us
For additional information regarding the User Conference, please contact XCM Client Services at
[email protected].
Hotel Reservations and Accommodations: Visit the Hyatt XCM Reservation Page

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