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Ready to take your Scaling New Heights experience to the next level?
From June 22–25, 2025, the Orlando Marriott World Center will be buzzing with energy, and so will the Forwardly booth! Whether you're in it for the insights, the innovation, or just some seriously cool prizes, we've got something for you.
Swing by to see how we're making business payments faster and easier than ever. You might even walk away with more than just new ideas.
We’ll be there. Will you? Come say hi, we’d love to connect!
Happy hours, parties, and events to know about
Saturday, June 21st, 2025:
Build-A-Bike® Charity Event
Time: 3 pm to 5 pm
Venue: Royal Ballroom (Orlando World Center Marriott)
Hosted by: Woodard
About the event: Make a lasting impact in the Orlando community while enjoying an unforgettable experience in teams of 4-6. Together, you'll assemble bicycles through a series of fun, instructor-led activities. All completed bicycles will be donated to an Orlando-based nonprofit after the event.
Woodard Membership Open House
Time: 5 pm to 8 pm
Hosted by: Woodard
About the event: All Non-Member accounting professionals can join Joe Woodard, the leadership team, and our coaches for a relaxed, engaging event where prospective members can explore key benefits, ask questions, and connect over light refreshments. Register your interest in the Scaling New Heights conference app.
Sunday, June 22nd, 2025:
New Scaling New Heights Attendee Orientation
Time: 9 am to 10 am
Hosted by: Woodard
About the event: New Attendee Orientation is designed to equip you to make the most of your experience at Scaling New Heights. Meet Joe Woodard and his team as they discuss what you can expect over your four days at the conference. This meeting includes a special "table talk" segment where you can interact with a Scaling New Heights "Scholar" (5+ year attendee) who will guide you on how to make the most of your conference experience and how they get value from the conference year after year. Register your interest in the Scaling New Heights conference app.
Woodard's Annual Practice Advancement Breakfast
Time: 10 am to 11:15 am
Hosted by: Woodard
About the event: Start the conference strong with this powerful networking and educational event where you will enjoy networking with your peers over breakfast before moving into this once-a-year, special presentation by Joe Woodard. Register your interest in the Scaling New Heights conference app.
Woodard Membership Exploratory Meeting
Time: 6:30 pm to 6:50 pm
Hosted by: Woodard
About the event: Join Joe Woodard for an interactive fireside chat where you'll uncover strategies to overcome today’s toughest challenges for accounting professionals. Learn how Woodard’s membership program supports firms at every stage of growth. Register your interest in the Scaling New Heights conference app.
The Woodard Member Social
Time: 6:30 pm to 8:30 pm
Hosted by: Woodard and Bill.com
About the event: For Woodard members only, enjoy an evening of connection and celebration featuring heavy hors d’oeuvres, drink tickets, and a special book signing with Olympian Chaunté Lowe. Mingle with fellow Woodard Members in a lively atmosphere perfect for networking and socializing. Register your interest in the Scaling New Heights conference app.
Monday, June 23rd, 2025:
Cow-a-BINGO
Time: 11 am
Venue: Keeper booth, Exhibit Hall (Orlando World Center Marriott)
About the event: Join Nancy McClelland and Jennifer Dymond (wearing their best cow-stumes) for fun times and prizes at the Keeper booth.
Open Exhibition
Time: 10:40 am to 1:00 pm | 2:40 pm to 4 pm
Venue: Exhibit Hall (Orlando World Center Marriott)
About the event: Visit the Forwardly booth in the exhibit hall to spin the wheel and join our raffle giveaway!
Insightful Accountant Top 100 ProAdvisors Reception
Time: 6:30 pm to 10:30 pm
Venue: Howl at the Moon
Hosted by: Insightful Accountant, Finatical, G-Accon, Relay, Woodard, Zoho, ADP, PayTrace, and Zaptiva
About the event: Join Insightful Accountant and sponsors for an unforgettable evening as they honor and celebrate the incredible impact of all Top 100 ProAdvisors over the years. While the reception is open to all conference registrants, space is limited, so sign up early to confirm your seat.
Top 50 accounting services practice award winner social
Time: 6:30 pm to 8 pm
Hosted by: Woodard
About the event: 2024 and 2025 Award Winners are welcome to join Woodard for an exclusive event dedicated to celebrating the exceptional achievements of the Top 50 Accounting Services Practice Award recipients. This exclusive event, set during our annual conference, will honor accounting services practices (e.g., professional bookkeeping companies, and CAS practices) that have demonstrated outstanding performance in the accounting industry. Register your interest in the Scaling New Heights conference app.
Tuesday, June 24th, 2025:
Meet and Greet: Forwardly's Diljot Mutti
Time: 11 am to 12 pm
Venue: Forwardly Booth, Exhibit Hall (Orlando World Center Marriott)
About the event: Visit the Forwardly booth for a special meet and greet with Forwardly's CTO and Co-Founder, Diljot Mutti. An experienced financial technology veteran, he's here to answer all your technical questions about Forwardly and give a special sneak peek of our latest app updates. Stop by and say hello!
Meet and Greet: Nancy McClelland and Questian Telka, Hosts of the She Counts Podcast
Time: 3 pm to 3:30 pm
Venue: Forwardly Booth, Exhibit Hall (Orlando World Center Marriott)
About the event: Visit the Forwardly booth for a special meet and greet with the hosts of the Forwardly-sponsored She Counts Podcast, Nancy McClelland and Questian Telka. They'll be handing out exclusive podcast swag and answering your questions about their journey and the podcast. Special bonus: Check out Nancy's list of expert tips for attending Scaling New Heights on MSN.com.
Open Exhibition
Time: 10:40 am to 1:00 pm | 2:40 pm to 4 pm
Venue: Exhibit Hall (Orlando World Center Marriott)
About the event: Visit the Forwardly booth in the exhibit hall to spin the wheel and join our raffle giveaway!
Wednesday, June 25th, 2025:
Open Exhibition
Time: 10:40 am to 1:00 pm
Venue: Exhibit Hall (Orlando World Center Marriott)
About the event: Visit the Forwardly booth in the exhibit hall for your last chance to speak with our team before Scaling Heights 2025 finishes.
More events to be announced! Keep an eye on this space for updates.
Must-See Sessions at Scaling New Heights 2025
Harnessing ADHD to Turn Challenges into Strengths
Speaker: Jina Etienne
Date/Time: June 22, 2025 - 1:10 pm to 2:00 pm
Description: This session is dedicated to changing your mind on ADHD from seeing it as a weakness to a controllable source of strength. Learn how to tap your potential, or understand someone elses' potential, in this incredible session.
Fearless and Flourishing: Women in Accounting on Overcoming Imposter Syndrome and Breaking Barriers
Speakers: Brittany Brown, Astrid Galvez, Megan Tarnow, and Questian Telka
Date/Time: June 23, 2025 - 5:20 pm to 6:10 pm
Description: This empowering and relatable session will dig into personal journeys and invaluable insights with industry leaders who have been through it all, and want to share the challenges and triumphs faced by women in accounting.
How to Protect Your Clients from Reasonable Compensation Myths
Speaker: Nancy McClelland
Date/Time: June 24, 2025 - 11:20 am to 11:40 pm
Venue: Woodard Theatre B
Description: The IRS has made it clear that reasonable compensation is a major audit trigger for S-Corps; if you're still guessing at what “reasonable” actually means, join Nancy for this special mini-session full of practical takeaways.
Uncover Hidden Potential in Workers' Compensation and General Liability Audits
Speaker: Dave Kersting
Date/Time: June 25, 2025 - 1:00 pm to 1:50 pm
Description: Accountants and business advisors can explore and enhance their approach to Workers' Compensation (WC) and General Liability (GL) audits by going beyond standard reporting. Discover how tools can simplify audits and create new revenue streams.
The Tax-Ready Bookkeeper: A Year-End Review Checklist
Speaker: Nancy McClelland
Date/Time: June 26, 2025 - 2:10 pm to 3:50 pm
Description: Bookkeepers are intricately involved in business operations and well-positioned to catch issues ahead of tax time that a CPA might miss. In this session, learn how to prepare tax-ready books and communicate effectively with your client’s tax preparers.
Best Practices for 1099 Preparation Services: Streamlined Reporting
Speakers: Jennifer Dymond and Nancy McClelland
Date/Time: June 26, 2025 - 4:10 pm to 5:00 pm
Description: Stay ahead of the 1099 season by diving into the latest technology and best practices for 1099 preparation services, including new IRS regulations, deadlines, and common mistakes.
It's time to celebrate and connect
The Forwardly team is buzzing with excitement as we prep our bags for Scaling New Heights 2025. We can't wait to meet, connect, share, and learn with some of our favorite people and clients at our booth in the exhibit hall! We'll see you there!
Not attending? Book a meeting with one of our success team members to learn more about Forwardly.
Do you know about an event at Scaling New Heights 2025 that isn't listed? Email pr@forwardly.com or tweet @forwardlyapp and let us know.
