Collaboration Corner is an ongoing peer-to-peer member drop-in session where you can connect with other CPB Canada members to raise issues and address bookkeeping topics of interest. 2-3 experienced members will host each session.

CPB Canada encourages both experienced members and new members to use this platform to create community and ongoing support around a range of bookkeeping and related practice matters.

ON Ottawa - Regional Meeting - Xero-ing in on your bookkeeping efficiencies - Hybrid

January 21, 2025

6:00 PM - 8:30 PM EST

Info

The Ottawa regional network is inviting everyone to come celebrate National Bookkeeping Week and join us for an engaging and informative session on leveraging apps and AI to increase efficiencies and improve your workflows.

We'll cover topics such as incorporating apps and automation to increase efficiencies and improve workflows and how you can leverage reporting to have better conversations with your clients.

 

Presenter: Erika Dowell

Entrepreneur, bookkeeper, accountant, and Signal Operations CEO, Erika Dowell brings a decade of experience in bookkeeping and business operations, from basic bookkeeping and payroll to full-cycle accounting and business coaching. She is also a Xero Gold Partner and Eastern Canada Regional Xero Ambassador.

 

Presenter: Dinara Abdualiyeva

In addition to being a CPA, Dinara has spent the past three and a half years working closely with partners at Xero, serving as a Product Consultant and Senior Account Executive. Her deep knowledge of accounting systems, combined with her passion and enthusiasm for helping businesses optimize their efficiencies and workflows, makes her a valuable asset in any setting.

 

Meeting Format:



  • Informal networking and meal service 6:00 pm (each attendee is responsible for their meal tab)
  • Zoom meeting begins at 6:50 pm
  • Presentation - 7:00 pm to 8:00 pm
  • Questions and informal networking - 8:00 to 8:30 pm

In-Person Location: Clocktower (private room) at 418 Richmond Rd, Ottawa
Virtual Location: Zoom link will be provided upon registration.

Contacts: Regional Network Chairs - Diandra Whymns - diandra@cpbcan.ca & Ryan Panchuk - ryan.panchuk@gmail.com

 

CANCELLATION: Meeting spaces may have a minimum registrant requirement. Out of respect for the regional network chairs who arrange these meetings and the fees required to run them, if you register and are unable to attend, please email your cancellation notice to your regional network chair or regionalnetworks@cpbcan.ca so the event space can be notified accordingly.