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.
Info
Plooto is a leading AP & AR automation platform for Canadian bookkeepers. Integrating with QuickBooks, Xero, and Netsuite, Plooto lets you save time and eliminate risk to your practice by automating manual client payments and approval processes. This session will feature a product tour showing how to easily onboard your clients, set up payments and controls, and automate reconciliation.
This presenter will be joining us via Zoom.
Presenter: Rich Dang, MBA, CPA
With nearly two decades of experience across sales, strategy, operations, and finance that include stints at FreshBooks, Notch, Uber, and Briq, Rich Dang is Plooto’s Head of Revenue Operations. His deep subject matter expertise in fintech along with his CPA certification afford him a unique perspective on leveraging technology to solve the needs of today’s bookkeeping and accounting professionals.
When: March 10, 2025, from 6:00 PM - 8:00 PM
Where: White Spot Langford, 941 Langford Pkwy, Langford, BC, V9B 0A5
Contact: Regional Network Chair - Richard Games, CPA, CA - richard@jacobyandgames.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 have registered and are unable to attend, please email your cancellation notice to your local RNC or regionalnetworks@cpbcan.ca so the event space can be notified accordingly.