The kit provides tools for holding conferences, ranging from marketing materials all the way to the forms distributed at events for those who want continuing education credits for their attendance.

"It’s a set of tools that is intended for Intuit Solutions Providers, and other organizations that want to hold their own successful QuickBooks-related events," says Cumley. "Those could be seminars, related classes, lunch and learns or one and two-day conferences.

Among the four sections, the planning section offers templates, check lists, along with tips on managing a schedule and putting together and managing a budget. The marketing section includes templates for direct mail, email print advertising and "and a really slick section for setting up local campaigns," he says.

The section about sessions has different options, depending on the plan purchased. The kit for one-events has eight sessions, including PowerPoint slide decks of between 40 and 60 slides on each topic. Topics include year-end practices, tips and tricks and budgets. Each slide, Cumley continues, has detailed notes, goals and objectives.

There are templates for registration and evaluation forms, along with the time sheets monitors would use to signal the amount of time remaining to the presented.
The four pricing options include a single session for $295, a half-day event with four sessions "and a variety of others things and a little bit of marketing," Cumley says. For $1,995, the full-day event offers eight sessions "and everything in the kit" along with three coaching sessions. A fourth plan, priced at $2,995, offers 14 sessions.