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.
Info
In today’s fast-paced business environment, payroll service providers must navigate intricate regulations while proving their indispensable value to clients. The reality is, “Clients don’t know what they don’t know”—until it’s too late and CRA comes knocking. This interactive roundtable session will explore strategies for identifying and addressing client payroll knowledge gaps, showcasing your expertise and preventing "client payroll panics" before they arise. By bridging these gaps, you can strengthen client relationships and elevate your professional reputation.
Note: Due to the time and complexity of this topic, Wagepoint products will not be demonstrated during the meeting.
Learning objectives
- Identify common client knowledge gaps: Learn how to recognize the most prevalent areas where clients lack understanding of payroll processes, compliance, and responsibilities.
- Develop strategies to educate and empower clients: Gain insights into effective ways to communicate complex payroll topics in a clear and actionable manner, fostering informed decision-making.
- Showcase your expertise and value: Discover methods to position yourself as a trusted advisor by bridging knowledge gaps, improving client relationships, and reinforcing the importance of your role in their success.
Speaker: Bianca Mueller, CPB
Bianca Mueller is Wagepoint’s Community Manager and an award-winning Certified Professional Bookkeeper with 14 years of experience as a respected thought leader and social influencer in the Canadian Bookkeeping Industry.
Previous to being Wagepoint's Community Manager, Bianca was a full-cycle bookkeeper who specialized in workflow process management and cloud software implementation, serving small business clients across British Columbia.
Meeting Agenda:
- Informal networking and meal service from 5:00 pm-6:30 pm (each attendee is responsible for their meal tab)
- Presentation Begins 6:30 pm
- After the presentation, informal networking until 8:30 pm
Location: The Mill Craft Bar & Kitchen 4810 Calgary Trail NW, Edmonton, AB T6H 5H5
Contact: Regional Network Chair - Bonnie Jensen-Walker - Email: bonnie@profitsr4u.ca & Regional Network Co-Chair - Jessica Goodall - cpbedmregionalnetwork@gmail.com