Connect and learn with like-minded professionals
We know how important it is to feel supported throughout your career as a bookkeeping professional. CPB Canada has established regional meeting communities across Canada where bookkeepers can share insights, keep up with industry updates and the latest in technology, and make meaningful connections with their peers. Not sure if there’s a meeting in your area? Find a regional meeting community near you.
Info
Gathering information is easy, but gathering the right information is hard. We are excited to have Kylie Griggs with Spero Financial Group join us to talk about how to ask the right questions to get the right information from our clients. Navigating between personal and business finances, we will be able to decipher goals for both.
Speaker: Kylie Griggs
Kylie Griggs is a Qualified Associate Financial Planner (QAFP) and the founder of Spero Financial Group, a fee for advice firm in Lethbridge, Alberta. Whether you're just starting out or navigating complex wealth management, real estate, business sales and beyond, we've got you covered.
She is here to make you feel a little less alone - to encourage and empower you with down-to-earth money management tactics.
Agenda:
- Informal networking 6:30 pm - 7:00 pm
- Presentation 7:00 pm - 8:00 pm
- Wrap up 8:00 pm - 8:30 pm
Location: ATB Entrepreneur Center 719 4 Ave S #170, Lethbridge, AB T1J 0P1
Contact: Regional Network Chairs: Hannah Heaton Email: hannah.heaton@availcpa.com & Alyssa Churchill Email: hello@ngfinances.com
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.