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Learning that matters to our members

CPB Canada provides industry-specific learning to keep you informed about industry updates, business best practices, accounting practices, and more! Take a look at our upcoming events below.

BC Langley/Fraser Valley - Regional Meeting - First Impressions: Client Engagement and Onboarding with a Personal Touch - In Person

May 7, 2024

5:00 PM - 8:30 PM PDT


3 key takeaways from this meeting:

  1. The importance of defying industry norms of automation and exploring the value of investing time in building a connection to become their trusted advisor.
  2. Prioritizing human connection: Identifying red flags, knowing your clients by doing the research, and nurturing the relationship for a sustainable partnership.
  3. The significance of a mutual discovery.  The importance of a thorough interview process for both the client and your firm when establishing client/advisor relationships.


Presenter: Rachel Devine

Rachel Devine is a Certified Professional Bookkeeper and owner of On Track Bookkeeping Solutions Ltd.  She brings a wealth of expertise to the realms of accounting and business operations. Beyond numbers, Rachel is forever setting goals, constantly striving for excellence in both professional and personal spheres.


Meeting Format:

  • Informal networking and meal service 5:00pm (each attendee is responsible for their meal tab)
  • CPB Canada announcements and attendee introductions 6:30pm
  • Presentation – 7:00pm – 8:15pm
  •  Informal networking and meeting adjournment 8:15pm-8:30pm

Location: White Spot Restaurant (closed meeting room) 3070 264th Street, Aldergrove, BC - Map

Contact: Regional Network Chair - Rachel Devine - email: rachel@ontrackbooks.com - phone - 604.227.3449 ext 102

Please note: 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 regionalnetworks@cpbcan.ca, so the event space and RNC can be notified accordingly.