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
We are excited to bring the first Okanagan Regional Meeting to Kelowna!
We will be focusing on introducing ourselves to the bookkeeping community and providing an informative presentation on IT in the bookkeeping world.
Presentation: IT Solutions for the Bookkeeping World
This session is designed specifically for bookkeepers who manage sensitive financial data and client records. We’ll explore the key cybersecurity threats facing small businesses and solo practitioners, from phishing emails and ransomware to data breaches and insecure software. Through real-world examples and practical tips, you’ll learn how to protect your systems, secure client data, and avoid costly mistakes that could put your practice at risk. Whether you’re independent or a part of a firm, this presentation will give you the knowledge to spot threats, implement simple protections and know when to call in help.
Join us to ask your questions about tech security and how we can implement safeguards for our clients' and our own information.
Presenters
Presenter: Deven Rich
A seasoned IT professional based in Kelowna, BC, Deven brings over a decade of experience supporting, optimizing and securing technology environments across a wide range of industries. His expertise spans cybersecurity, cloud infrastructure, and fully managed IT services, making him an expert on all aspects of business IT.
Presenter: Rob Harrison
With over a decade of experience helping businesses navigate technology, Robert brings a practical, people-first approach to cybersecurity and IT Solutions. His background in telecommunications and business development has shaped a style that’s clear, approachable, and focused on helping businesses achieve real outcomes.
SFY Information Technology
Founded in 2000, SFY Information Technology (Solutions for You) is a Kelowna-based Managed IT Service Provider (MSP) dedicated to transforming how businesses experience IT. With over 25 years of industry expertise, we specialize in delivering seamless IT solutions that keep your business secure, supported and ready for what’s next. Our personable team focuses on proactive IT management so you can focus on what matters most, your business.
Our Core Managed IT Services Include:
- Cybersecurity Solutions: Protecting digital assets with advanced security measures
- Helpdesk Support: Responsive assistance to keep your team productive
- Cloud and Infrastructure Management: Optimizing your IT environment for scalability and performance.
- Data Backup and Disaster Recovery: Ensuring business continuity through robust data protection strategies
- Technology Consulting: Strategic guidance to align IT with your business goals.
We work with clients across various industries, from non-profits to mining, local businesses in Kelowna to as far away as the Cayman Islands, and from small businesses to enterprises. SFY acts as an extension of your team, delivering reliable, secure IT that helps your business thrive.
The Agenda
5:00 - 6:00 - Networking
6:00 - 6:15 - Zoom Attendees enter
6:15 - 7:15 - Presenter
7:15 - 7:30 - Questions and Closing
Location
In Person: 1295 Cannery Lane, Kelowna, BC, V1Y9V8
Virtual: Zoom (link will be provided upon registration)
Contact
Regional Network Chair: Cher Schaefer, CPB Email: cher@nowbookkeeping.ca