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.
Key Takeaways
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.
Meeting Format
- Informal networking and meal service from Moxies: 5:30 PM – 6:45 PM (Each attendee is responsible for their own meal tab)
- CPB Canada announcements and attendee introductions: 6:45 PM
- Presentation: 7:00 PM – 8:00 PM
- Informal networking and meeting adjournment: 8:00 PM – 8:30 PM
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.
Location: Sandman Hotel & Suites Calgary SOUTH (Deerfoot Meadows) 8001 11 Street SE, Usual meeting rooms are down the hallway to the left of the main entry, Calgary, AB, T2H 0B8
Contact: Regional Network Chair: Angelique McKenzie at angelique@practique.ca
Eligible for 1 CPD unit.