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.
Program Agenda
Agenda
Wednesday, June 4, 2014
4:00 pm - 6:00 pm
5:30 pm - 7:00 pm
Registration
Welcome Reception
Thursday, June 5, 2014
7:00 am - 8:00 am
8:00 am - 9:40 am
9:40 am - 10:20 am
10:20 am - 12:00 pm
12:00 pm - 1:20 pm
1:20 pm - 3:00 pm
3:00 pm - 3:30 pm
3:30 pm - 5:10 pm
6:00 PM
Breakfast / Vendor Showcase
Welcome / Keynote Speaker
Break / Vendor Showcase
Breakouts
Lunch / Vendor Showcase
Breakouts
Break /Vendor Showcase
Breakouts
Evening Event
Friday, June 6, 2014
7:00 am - 8:00 am
8:00 am - 9:40 am
9:40 am - 10:10 am
10:10 am - 11:50 am
12:00 pm - 2:00 pm
Breakfast / Vendor Showcase
Breakouts
Break / Vendor Showcase
Breakouts
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.
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.
*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 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
 Faneuil Hall Marketplace
 New England Aquarium
 Charlestown / USS Constitution
 Newbury Street
 Copley Place
 Harvard University
 Boston Public Garden
 World Trade Center – Boston
 BCEC Convention Center
 North End
 Children’s Museum
 Institute of Contemporary Art
 TD Garden – Concerts & Sports Events
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 fully engage participants in the program and networking event. 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, Continued
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, Continued
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 (hashtag #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