Annual conference
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Annual conference
An annual conference page for associations and professional groups that run a yearly event. It opens with a countdown to the first day, then gives the agenda in tabs by day, introduces the keynote speakers, shows the venue with a map, and ends with ticket options for members and non-members. The sample is a two-day summit for bookkeepers in downtown Chicago. Change the date in the countdown, rewrite the agenda and speakers, set the venue address, and your own ticket plans fill the pricing section.
October 14-15, 2027 - Chicago, IL
Lakeshore Ledger Summit 2027
Two days of practical sessions, new ideas and good company for the bookkeepers of the Midwest. Earn up to 12 CPE credits.
The Summit opens in
Two days, three tracks
Agenda
Sessions run in three tracks: Technical, Practice Growth and Technology. Choose as you go.
7:30am Registration and breakfast in the River Foyer. 8:30am Welcome from the President, Priya Raman. 9:00am Keynote: The bookkeeper as trusted adviser, with Carmen Ortiz. 10:30am Breakout sessions: Sales tax for remote sellers; Pricing your services by value; Automating bank feeds without losing control. 12:00pm Lunch and exhibitor hall. 1:30pm Breakout sessions: Payroll year-end in 2027; Building a niche practice; Cybersecurity for small firms. 3:30pm Panel: What clients want from their bookkeeper. 5:30pm Welcome reception on the river terrace.
7:30am Breakfast and chapter roundtables. 8:30am Keynote: Ten years of cloud accounting, what comes next, with Dr. Kenji Watanabe. 10:00am Breakout sessions: Ethics in practice (2 CPE ethics credits); Cleanup projects that pay; AI tools for reconciliation. 12:00pm Awards lunch, including Bookkeeper of the Year. 1:30pm Breakout sessions: Nonprofit fund accounting; Hiring your first employee; Advanced reporting. 3:00pm Closing session and prize drawing. 4:00pm Summit ends.
Wednesday, October 13, 1:00pm to 5:00pm. A hands-on half-day workshop on QuickBooks Online advanced features, limited to 40 places and worth 4 additional CPE credits. Add it to any ticket at checkout for $95.
Speakers
Keynote speakers
Carmen Ortiz
Founder of Ortiz Advisory Group in Milwaukee and author of From Books to Advice. Carmen has helped hundreds of bookkeepers add advisory services and raise their fees.
Dr. Kenji Watanabe
Professor of accounting information systems at a Chicago university and adviser to three accounting software companies. Kenji has studied small-business finance technology for 25 years.
The full list of 30 breakout speakers is published in July. Members are emailed first.
Where
The venue
The Summit returns to the Riverside Grand Hotel, a short walk from the Loop and Union Station. Members get a discounted room rate of $189 a night until September 20, 2027.
Register
Tickets
Early bird prices end August 31, 2027. Every ticket includes meals and the reception.
Member
$349 two days
- All sessions and keynotes
- Up to 12 CPE credits
- Breakfast, lunch and reception
- Session recordings
Non-member
$499 two days
- All sessions and keynotes
- Up to 12 CPE credits
- Breakfast, lunch and reception
Not a member yet?
Join Lakeshore Association of Bookkeepers and save $150 on your Summit ticket, with a year of CPE included.
Use this page
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