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As a full service financial institution, ATB Financial Lynnwood is able to provide all banking products on both the personal and business side. During her speaking engagement, Natasha will be discussing ATB's Partner Referral Program, where ATB is able to provide compensation to Bookkeepers and Accountants for successful business referrals, and why sending your clients to ATB will be good for you, your clients and their overall financial health.
Presenter: Natasha Pringle
With over 20 years of experience in the financial industry, Natasha has built a reputation for being a great resource for financial advice. Admittedly, she has given herself the title of Banking Concierge because of the way a quick discovery call with her will result in making sure you have a direct path to the right solution with the appropriate person. But she doesn't do it alone. She has a 3-person team with 50 years of combined banking experience and access to 5000 ATB Team Members to ensure the best fit for her clients. In a world of 1-800 numbers, this personalized service is unique in the industry and a huge point of pride for her.
Meeting Agenda:
- Informal networking and meal service from 5:00pm-6:30pm (each attendee is responsible for their meal tab)
- Zoom session begins at 6:15pm
- CPB Canada announcements and attendee introductions 6:30pm
- Presentation – 7pm – 8pm
- Informal networking and meeting adjournment 8pm-8:30pm
In Person: The Mill Craft Bar & Kitchen 4810 Calgary Trail NW, Edmonton, AB T6H 5H5
Virtual: Begins at 6:15 PM Zoom link will be provided upon registration.
Contact: Regional Network Chair - Bonnie Jensen-Walker - Email: bonnie@profitsr4u.ca & Regional Network Co-Chair - Jessica Goodall - cpbedmregionalnetwork@gmail.com
CANCELLATION: 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 your local RNC or regionalnetworks@cpbcan.ca so that the event space can be notified accordingly.