11th edition of 2009

June 1st, 2009

Ministers Announce the Launch of the Business Credit Availability Program Website

Ottawa, May 19, 2009

The Honourable Jim Flaherty, Minister of Finance, and the Honourable Tony Clement, Minister of Industry, today announced the opening of the Business Credit Availability Program (BCAP) website.

"I would invite Canadian businesses who are looking for new credit solutions to visit the BCAP website," said Minister Flaherty. "Ensuring access to credit is one of our main priorities in taking action on the Canadian economy."

The BCAP website features a description of the program, explains the roles of Export Development Canada (EDC), the Business Development Bank of Canada (BDC) and private sector institutions, and provides contact information. It also includes examples of business success stories. Working in co-operation with the private sector, EDC and BDC will provide at least $5 billion in additional loans and other forms of credit support and enhancement at market rates to businesses with viable business models whose access to financing would otherwise be restricted.

Participating private sector lenders have committed to work with the financial Crown corporations to find solutions for creditworthy businesses who would otherwise have insufficient access to credit.

"Our government continues to take strong and comprehensive action to ensure that businesses have access to the credit they need in these difficult times," added Minister Clement. "The Business Credit Availability Program is a critical component of the Extraordinary Financing Framework announced in Budget 2009."

The June Report to Parliament will contain the first update on the volume of credit extended under BCAP, with regular updates available on the BCAP website.

The BCAP website is located at www.fin.gc.ca/bcap.

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Canadian Payroll Association's 27th Annual Conference & Trade Show

City of Gardens Cultivate Your Payroll Knowledge

June 9 - 12, 2009

Location: Fairmont Empress Hotel & Victoria Conference Centre

Come for a first-hand look at the latest products & services, and meet the experts who can help you enhance your company's payroll, HR, and accounting operations.

CHECK OUT:

· Employment/Recruitment Services

· Government Agencies

· Payroll & Financial Software Developers & Providers

· Outsourcing Solution Providers

· Pension, Benefits, & Compensation Product Specialists

· Time & Attendance System Providers

· Publishers, and more

FREE ADMISSION to Canada's largest payroll trade show (1-day)

Location:

Victoria Conference Centre

Date: Wednesday June 10, 2009

Time: 9:00 am to 4:15 pm

(closed between 12 noon - 1:45 pm for luncheon & keynote speaker)

REGISTER ON SITE

The CPA offers 3 attendance options for the Conference:

Full Registration, a 1-day Pass, and Individual Education Session Registration. For further information, visit www.payroll.ca.(click on the link below)

For more information or to register visit www.payroll.ca (under Conferences), email conference@payroll.ca or call 1-800-387-4693.

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IPBC is proud to announce that we will be an exhibitor in the Canadian Payroll Associations 27th Annual conference, held in Victoria on Wednesday June 10th, 2009. Everyone is welcome to attend this education and information event. Tickets are free.

You do need to pre-register at http://www.payroll.ca/Source/conference/index.cfm?Section=Registration_Information

Drop by and say hello to IPBC staff.

IPBC NEWS DESK

From The Executive Director's Desk

Imagine networking with some of the top bookkeepers in the country. Imagine the chance to be on the fast track to a more lucrative practice . . . to being a certified professional bookkeeper (CPB) . . . and to receiving greater professional recognition inside and outside of this network. Regional Meetings are a vital part of that formula for success.

They're a unique chance to combine learning - a guest speaker shares expertise that's sure to make your work a bit easier - with fun and powerful networking. Every meeting is free to attend.

Meeting Details

OTTAWA, ON

Date: Tuesday June 9th

Time: 6PM to 8:30PM (We start and end precisely on schedule.)

Location: Boardroom, D & A Business Management Solutions

1010 Polytek Street, Unit 5, Ottawa

Facilitator: Gayle Young, CPB

Topics: Letters of Engagement; Information accountants are looking for when they receive a file from a Bookkeeper

Guest Speaker:

Anne Van Delst, CA

Senior Manager

Assurance and Advisory Services

Ginsberg, Gluzman, Fage & Levitz LLP

To register for this meeting, please contact us at info@ipbc.ca

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EDMONTON, AB

Date: Thursday June 18th, 2009

Time: 6PM-8:30PM

Location:

The ABC Country Restaurant

12707 140 Avenue N.W., Edmonton, AB

You are responsible for your own meal and beverage

Guest Speaker: David Donnelly, Principal of Iconic Interactive Group

Topic: Networking

This is a working session. Each attendee will develop a 30 sec to 1 minute "intromercial" on themselves.

To register for this meeting, please contact us at info@ipbc.ca

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HALIFAX, NS

Date: Thursday June 18th, 2009

Time: 6:30PM-8PM

Location: Quality Inn Dartmouth

313 Prince Albert Road, Halifax, NS

Facilitator: Angela Franklin, CPB

Guest Speaker: Peter Budreski, Regional Trainer for Intuit Canada

Topic: Quick overview of Quickbooks 2009 and the resources available, and then a Q&A session for issues or challenges with Quickbooks

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VANCOUVER, BC

Date: Thursday June 18th, 2009

Time: 6:00PM to 8:30PM (We start and end precisely on schedule.)

Location:

ABC Country Restaurant at the Accent Inn

2350 Boundary Road (Boundary & Lougheed Hwy)

--access parking off of Boundary Road

You are responsible for your own beverages and meals

Facilitators: Kathy Fike, CPB and Kandice Keith

Speaker: Mr. Ray Gonzales of Marsh Canada Limited

Topic: Errors & Omissions Insurance for Bookkeepers

Learn about all the important, but often overlooked, coverage for Errors and Omissions (Professional) Liability. Also presented will be the optional Commercial General Liability and Office Package which will cover office contents such as computers and furniture, as well as account receivables and valuable papers for members with their own offices.

To register for this meeting, please contact us at info@ipbc.ca

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BRIDGEWATER. NS

Date: Tuesday June 23th, 2009

Time: 6:30PM-8PM

Location: Acadia Centre for Social and Business Entrepreneurship, 215 Dominion Street, Bridgewater, NS

Facilitator: Angela Franklin, CPB

Guest Speaker: Kim Hopkins, Grant Thornton

Topic: Working together - Accountants and Bookkeepers

To register for this meeting, please contact us at info@ipbc.ca

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SUDBURY, ON

Date: Thursday June 25th, 2009

Time: 6PM to 8:30PM

Location:

Casey's

1070 The Kingsway, Sudbury, ON, P3B 2E5

You are responsible for your meal and beverages

Facilitator: Susan Peters, CPB

Guest Speaker: Brian A. Killah, CGA, Senior Principal, KPMG Enterprise

Topic: What Accountants expect from Bookkeepers

To register for this meeting, contact us at info@ipbc.ca

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UPCOMING MEETINGS

Calgary-July 15th - CRA -How To Prepare For An Audit

Vancouver- July 16th-details TBA

Sudbury- July 22 - Tom McGibbon from the CRA speaking on CRA Electronic Services

Victoria - TBA for July

Kelowna- TBA

Prince George- TBA

Saskatoon- TBA

Windsor- TBA

Schedule for the National Phone Conferences

July 15th- Marsh & Co. speaking on E & O Ins.

August 19th - CRA speaking on 3 party Liability and preparing for an audit

Sept. 18th- Miles Sweeney, CA speaking on what accountants want from bookkeepers at year end

October 21-Robert MacKenzie speaking on e-courier services and a bookkeepers responsibility from Soft Track

If you are interested in facilitating a meeting in your area, email info@ipbc.ca for an information package. Please include your full contact details.

New Member Benefit

As busy accounting professionals, it makes sense to find ways to save time. IPBC has just partnered with Neopost to provide you with a discount on a postage machine. Even if you don't use a lot of postage each month, having a postage machine in your office will save you numerous trips to the post office. Click on "my desktop" after you log on to the IPBC website for further details. http://www.ipbc.ca/mydesktop.aspx

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Are you looking for a phenomenally powerful marketing idea? This one is so powerful, I can only share it with members. Click through to http://www.ipbc.ca/membership/member_resources.aspx and scroll down to "example" to see how using this one tool could explode the results you are getting. We showed this at the last Vancouver meeting and the bookkeepers were extremely excited about the opportunity to grow their business with this simple yet powerful tool. Go now and take a look and get started towards more business.

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Raising your rates

One of the reasons that many bookkeepers become members of the IPBC is to make more money. Becoming a Certified Professional Bookkeeper is a great way to show your clients and prospective clients that you have the skills required to do quality work for them.

If you are already Certified and are contemplating raising your rates but are unsure how to announce it to your clients, you will appreciate our newest document, created by IPBC's professional copy writer. This document is only available to Certified members. Please send an email to info@ipbc.ca to request your copy.

NEW MEMBERS & CPB GRADS

Welcome to our Newest Members in May

Alberta

Arlee Hoecherl, Edmonton

Satvir Pabla, Edmonton

Tricia Smith-Cobb, Edmonton

Mohammad Abdul Khaleque, Edmonton

Jodie Waddy, Red Deer

Donna T Folden, Calgary

Corinna Brown, Calgary

Wendy Morrison, Calgary

Linda Joesting, Drayton Valley

Jennifer Pelletier, Fort Macleod

Maria Pickell, Saint Albert

Sharon Friestadt, Calgary

British Columbia

Sherri-Lee Mathers, Courtenay

Kathy Saunders, Victoria

Avis Michalovsky, Victoria

Sharon Unwin, Campbell River

Bineshwar Singh, Burnaby

David Waddington, Salt Spring Island

Kate Cleland, Pemberton

Margaret Johnson, Langley

Catherine Ainsley, Chilliwack

Manitoba

Penny Oliver, Melita

New Brunswick

Susan Bennett, Lincoln

Nova Scotia

Douglas Owner, Belmont

Ontario

Kristina Boseovski, Newmarket

Liliana Valenzuela, Mississauga

Kathy Ladd, Fergus

Marcelo Ojeda, Maple

Cindy Jeary, Kitchener

Mark Racicot, Keswick

Cheryl Schmucker, Guelph

Jane Lakatos, Cobourg

Quebec

Tola Chhit, Montreal

Congratulations to our newest CPB Grads in May

Alberta

Cathy Monkman, CPB, Edmonton

Manitoba

Sherilyn Krentz, CPB, Winnipeg

Northwest Territories

Kevin Stapleton, CPB, Yellowknife

Ontario

Kristina Boseovski, CPB, Newmarket

Estrella Migrino, CPB, Scarborough

Susan Peters, CPB, North Bay

Prince Edward Island

Leo Beaulieu, CPB, Summerside

National Phone Conference- June 17th, 2009

IPBC's next National Phone Conference will be held on June 17th, 11:30am PDT.

We are pleased to present Debi Peverill, CA, of Peverill & Associates Inc., and 6 time author speaking on "How to recognize when a business should incorporate".

Debi Peverill is a veteran speaker. She has been facilitating workshops for universities, as well as public and private sector organizations since 1986. Debi is as well known for her sense of humour as for the depth of her financial knowledge.

Debi Peverill holds a Bachelor of Commerce (Honours in Accounting) from Dalhousie University and the Chartered Accountants designation from the Canadian Institute of Chartered Accountants. She spent ten years with national accounting firms before founding her own firm in 1988. Debi's firm, Peverill & Associates, provides all the services of a public accounting practice.

SBR Communications was founded by Debi in 1998 to separate the growing volume of training and speaking business from the accounting practice. SBR Communications provides speaking, training, facilitation, as well as website design and internet consulting services.

Debi's repertoire of training covers many areas. She is the sole instructor for the Certificate of Financial Management program, offered from October to April each year at Saint Mary's University Executive and Professional Development at the World Trade Center in Halifax. Debi also teaches a portion of the Diploma in Management program at the same location.

Debi has been actively involved as a financial counsellor with the Self Employed Assistance program funded by Human Resources Development Canada (HRDC). This program offers training and income support to participants who are receiving employment assistance benefits and wish to become self employed. Debi has facilitated the complete six-week training program offered by several delivery agents under this program throughout the province and provided financial training to participants in Halifax since the inception of the program.

Debi also provides taxation seminars for a variety of community groups, as well as the general public. Feedback from previous participants consistently indicates that Debi is able to explain what appears to be boring and/or complicated topics in an easy to understand and frequently humorous manner.

Learn more about Debi at www.sbrcommunications.com

To make a reservation for this event please send your complete contact info to info@ipbc.ca

Effective Procedure Manuals

Tuesday June 16th, 4:30PM to 6:00PM (Pacific Time)

*Register early as this informational and education session is limited to only 6 people*

Here's what participants at the Fraser Valley CGA Computer User Group in October, 2008, and Vancouver CGA Computer User Group in March 2009 had to say when asked what was useful about this presentation:

"... you made me think about Procedure Manuals, which I have been avoiding...Good to learn proper organization before writing procedures and questions to ask when starting a manual of procedures ...Exposure to different applications and software...programs that seem to be very easy to use and expand upon. I really liked the stories you told because they related very well with the topic. It's that easy!"

Led by Eileen Reppenhagen, CGA, and Certified QuickBooks ProAdvisor, participants will learn the tricks of the trade to quickly and easily create professional procedure documentation.

Eileen writes a monthly column for Advisor Advantage, an Intuit Canada publication for ProAdvisors, and provides online training for QuickBooks users, creating mini procedures manuals with each article.

She is a member of the Intuit Canada Voice of Advisor, delivers regional training for Intuit Canada, and has recently been asked to participate in the Accountant/Trainer Network, acting as a spokesperson for Intuit Canada at local events.

Date and Time:

Tuesday June 16th, 4:30PM to 6:00PM(Pacific Time)

Location: From your desktop, by email invitation view Eileen's desktop using GoToMeeting and participate in the call by Skype (free) or teleconference (long distance charges will apply)

Note: To ensure a quality even, as this is being recorded for sale as an IPBC fundraiser, the number of registrations is limited. We suggest an early reservation will avoid disappointment. Watch for the audio/video download for sale as soon as production is completed.

In this dynamic, unique course, learn:

How to start a procedure manual by asking the right questions (Free starter template included)

What tools make creating manuals easy? (Easy to use, inexpensive software)

How procedure manuals minimize the cost of staff training, staff turnover, accounting and tax preparation

Why start from scratch? Attend this 90 minute workshop. Learn how Smart Art, Snag It and GoToMeeting, along with your FREE Procedures Template will give you the jump start on creating procedures manuals that will save you money and reduce your stress next time you need to remember how to...

Cost: $29.95 (Includes GST/HST)

Payment may be made online using PayPal, and PayPal accepts debit or credit card. You may register by calling, sending an e-mail or going direct to www.taxdetective.ca/shop.html

www.taxdetective.ca

Partner Spotlight-The Entrepreneurship Institute of Canada

The Entrepreneurship Institute of Canada is a distributor of a wide range of training and educational products designed to help you better run your bookkeeping business. IPBC members receive a 15% discount on EIC products. Check out their website at www.entinst.ca

Words to Inspire

Never criticize a man until you have walked a mile in his shoes. Then, if he doesn't like it, it doesn't matter because you're a mile away and you have his shoes.

-author unknown

Do you have a Website?

If you are an IPBC member, you should proudly be displaying the IPBC logo along with a link, so your visitor can learn a little about your professional association. Membership in IPBC gives you an edge over your competition.

Show the world that you belong to a professional association for professional bookkeepers by adding a short informational video about IPBC to your signature line in your email program. The link, entitled 'View this short informational video about IPBC' is found below.

In Outlook, click 'Tools', followed by 'Options', 'Mail format', 'Signatures', and 'New' or 'Edit', depending if you already have a signature. Then copy and paste the link, "View this short informational video about IPBC", into this spot. Click OK.

Feel free to contact us at info@ipbc.ca with any questions.

View this short informational video about IPBC

Do you have a story to share, or words of wisdom?

The purpose of the IPBC newsletter is to assist Canadian bookkeepers with tools, ideas, and resources to make your business efforts easier, and to help your business grow by delivering timely and thoughtful information. Do you have a story to share? Words of wisdom? Pass them along to us.

Email karenl@ipbc.ca