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
Join us for an engaging and informative session on leveraging apps and AI to increase efficiencies and improve your workflows. We will 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: Harj Gill
Harj is a Senior Account Manager at Xero and has been partnering with accountants and bookkeepers seeking to increase efficiencies and improve workflows across Western Canada since 2022. Prior to this, Harj was working throughout BC & Alberta with small and medium sized businesses to assist with their digital transformation journey.
Presenter: Aamar Yassen
Aamar received his CPA in public practice, working at Deloitte and Grant Thornton. Looking back at the industry with a new lens on efficiency, Aamar's primary role is to make sure you can get those time savings that he wished he had in a variety of ways within Xero.
Meeting Agenda:
- Informal networking and meal service from 5:00pm-6:30pm (each attendee is responsible for their meal tab)
- Zoom session begins at 6:15pm
- CPB Canada announcements and attendee introductions 6:30pm
- Presentation – 7pm – 8pm
In Person: The Mill Craft Bar & Kitchen 4810 Calgary Trail NW, Edmonton, AB T6H 5H5
Virtual: Begins at 6:15 PM Zoom link will be provided upon registration.
Contact: Regional Network Chair - Bonnie Jensen-Walker - Email: bonnie@profitsr4u.ca & Regional Network Co-Chair - Jessica Goodall - cpbedmregionalnetwork@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 local RNC or regionalnetworks@cpbcan.ca so that the event space can be notified accordingly.