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
We had so much fun talking about the Income Statement in Part 1 that we need more time to finish our deep dive into the Balance Sheet as well as the Budget and Cash Flow process.
In this interactive session, we will share and mentor each other in the gems of information that the financial statements can reveal. Bookkeepers can bring these possibilities to their clients giving them an opportunity to act in a timely manner.
Learning Level: Intermediate
Learning Objectives:
- Understanding the Balance Sheet and Income Statement
- Practical Uses of the Financial Statements. (Pricing margins, fixed costs, burn rate, etc.)
- When to Budget versus Cash Flow
Presenter: Janet Shimizu, CPB
Janet attained her CPB designation late in 2021 after over 15 years of learning from her mistakes. Janet has been budgeting since she was 10 and analyzing financial statements since she was 20. One of her earliest positions was budgeting at Xerox Canada Inc. Let’s take a practical look at financial statement analysis and how to help clients who know their questions, but too often cannot read the statements themselves.
Location: James & McIntyre Boardroom - Suite 25A - 5755 Cowrie Street, Sechelt, BC, V7Z 3A0
Contact: Regional Network Chairs - Rinette Lagace, CPB - Email: rinette@netbookkeeping.ca & Janet Shimizu, CPB - Email: scbookkeepergroup@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 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.