Events

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Margaritaville Hilton Head
September 11-12, 2025


Conference ticket ($197) includes all seminars, welcome dinner/networking event, refreshments throughout the day during the conference, conference lunch, and a farewell happy hour.  Purchase Tickets Here

CONFERENCE AGENDA

Day 1 – September 11, 2025

Welcome Dinner & Reception: 5:00–8:00 PM

  • Dinner and social time
  • Margaritaville theme – tropical attire encouraged
  • Photos and fun

Day 2 – September 12, 2025 – Conference Day

8:00–9:00 AM – Welcome Breakfast & Registration

  • Light breakfast, coffee bar, networking
  • Music – Margaritaville vibe
  • Professional headshots

Morning Sessions

  • 9:00–9:15 AM – Kickoff: Carrie Kahn – Welcome remarks, vision for CBG Partner Program
  • 9:15–10:00 AM – Keynote: Heather Satterley – Proof of Concept: How Tiny Mindset Shifts Spark Big Innovation
  • 10:00–10:10 AM – Morning coffee break + networking
  • 10:10–10:50 AM – Intuit – Jamie Delveccio & Matt Bright - Maximizing Business Potential with Intuit Enterprise Suite
  • 10:50–11:00 AM – Stretch & refresh break
  • 11:00–11:40 AM – ADP Lecture – Dawn Brolin & Jennifer Gesing – Be Ready for Whatever Comes Next – Build a Future-Ready Practice with ADP
  • 11:40–11:50 AM – Stretch & refresh break
  • 11:50–12:30 PM – Fourlane CX Lecture – Marjorie Adams – How Using Fourlane CX Can Enhance Retention and Revenue

12:30–1:30 PM – Lunch + Vendor/Sponsor Visits + Networking

Afternoon Sessions

  • 1:30–2:10 PM – Avalara – Kierstyn Merten, Phil Zukowski – Do More with Less: How Small Firms Win with Automation
  • 2:10–2:40 PM – Afternoon refresh + networking – sponsor engagement + enter to win
  • 2:40–3:40 PM – Panel Discussion – Partner Success Panel – Moderated panel by Kelly Gonsalves with Dan DeLong, Alicia Katz Pollock, Denise Bailey, and Sarah Ann Bunch
  • 3:40–4:00 PM – Networking break – vendor visits, prize entry reminders
  • 4:00–4:30 PM – Closing remarks & prize drawings – CBG Partner Awards, 2026 preview, vendor giveaways
  • 4:30–6:00 PM – Farewell Happy Hour – drinks, light apps, music, and photos
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Industry Leader Awards & Recognition

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TOP 100 ProAdvisor

Carrie Kahn

    • Recognized as a Top 100 ProAdvisor every year since 2014
    • Insightful Accountant's 2025 QuickBooks Desktop ProAdvisor
    • Insightful Accountant's 2017 Social Media Resources ProAdvisor

Dan DeLong

    • Recognized as a Top 100 ProAdvisor every year since 2021
    • Insightful Accountant's 2021 Top Social Media ProAdvisor
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Intuit QSP Awards

Carrie Kahn
CEO of Complete Business Group &
Founder of the CBG Partner Program

    • Awarded the Top Partner of the Year
    • Elite Level QuickBooks Reseller
    • Top QBO Sales
    • Top QBO Advanced Sales
    • Top QuickBooks Payroll Sales
    • The Bonnie Nagayama CPA, Community Accelerator Award