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Workshops

CPB Canada workshops are presented by industry experts and thought leaders from the world of business and accounting. 

AB Edmonton - Regional Meeting - "Partnering for Success" The importance of Integrated Advice with Trusted Partners - In Person

July 19, 2023

5:00 PM - 8:30 PM MDT

Info

“Partnering for Success” The importance of integrated advice with trusted partners.

Our focus is always on what’s best for the client. By collaborating closely with our client’s centres of influence, (lawyers, accountants and bookkeepers) we ensure we present integrated offers, maximizing the chance of our joint client’s optimal outcome.

A synchronized approach enhances your value proposition and strengthens your client relationship.

 

Presenter: Cameron Rutten

Cam Rutten has spent most of his professional career in high level customer service from the hospitality industry through to the luxury automobile market and now as a holistic financial planner.  Within the realm of client service was also an emphasis on training and development which translated to Cameron providing the training to many of the top performing employees in many of these different roles.

Cam has been involved in the Edmonton Community through volunteering, work with not for profits, committee work and planning as well and now as a Board Member for Concordia University Edmonton.

On the fun side, and a little know fact, Cameron has also been a photo double for Dan Akroyd.

 

Meeting Agenda
•    Informal networking and meal service from 5:00pm-6:30pm (each attendee is responsible for their meal tab)
•    CPB Canada announcements and attendee introductions 6:30pm
•    Presentation – 7pm – 8pm
•    Informal networking and meeting adjournment 8pm-8:30pm

Location: The Mill Craft Bar & Kitchen - 4810 Calgary Trail NW, Edmonton, AB T6H 5H5

Contact: Regional Network Chair - Bonnie Jensen-Walker - Email: bonnie@bonstar.ca & Regional Network Co-Chair - Tammy Piercy - tammy@bonstar.ca

 

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.