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Calgary Regional Meeting: Cash Management and The Tools Available to Help Detect and Prevent Fraud
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2/20/2019
When: Wednesday, February 20, 2019
6:00 PM to 8:30 PM
Where: Horizons Bistro
Premier Best Western (formerly Coast Plaza Inn)
1316 33 Street N.E.
Calgary, Alberta  T2A 6B6
Canada
Contact: John Zottola
866-616-4722


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Cash Management and The Tools Available to Help Detect and Prevent Fraud

Presented by Paul LeBlanc, M.A.Economics, ICMS


The presentation will cover:


The cash management cycle
·  Collection
·  Payment
·  Control
·  Investment
Fraud - what types of fraud affect businesses
·  How are frauds perpetrated
·  How are frauds detected
·  What cash management tools are available to help detect and prevent fraud

Presenters bio: 

Paul LeBlanc is a financial services professional with over 35 years experience providing financial solutions to the Calgary marketplace. After completing a Bachelors Degree in Economics at St Francis Xavier University and a Masters Degree in Economics at McMaster University, Paul was a stockbroker with Prudential Bache Securities for 12 years. He then joined Bank of Montreal Commercial Banking Group as a Commercial Lender in the Calgary Mid Market Group.

He was soon promoted to Senior Business Development Manager, Cash Management for BMO's Corporate Finance Group, responsible for negotiating and delivering electronic banking and deposit services to the Bank’s Commercial and Corporate Finance customers. He also designed and delivered workshops to train commercial lenders and Bank staff throughout Alberta in cash management principles.

Paul has evaluated, installed and negotiated pricing for cash management and investment platforms for a wide range of Commercial and Corporate Finance clients, both for public and private as well as Non-Profit organizations.

In 2005 Paul incorporated ICMS. The company offers cash management consulting services to commercial organizations, as well as deposit brokerage services.

Throughout his career Paul has always kept the needs of his customers first and foremost in the investment and commercial banking fields. He is enthusiastic about being able to bring his experience to the bargaining table to help his customers negotiate their best banking deal possible.

Regional Network Chair (RNC) Linda Gail Poole, CPB and Dawn Ross, CPB

Attending this meeting qualifies for one Professional Development Credit

Cost of the meeting is free; however, you are responsible for your own meal and beverage   

Dining out with food allergies can be a challenge, but it can be done safely. The best way to stay safe is by being informed and communicating your needs.

Before you go: ‘Be Informed and Inform’. We recommend contacting the restaurant ahead of time and talking to the restaurant manager or Kitchen manager.

At the Restaurant: ‘Communicate’. Talk to the server and your RNC upon arriving and advise them of your food allergies.

Block out time on your calendar for this event right now. Why? Just 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.

Each meeting includes a guest speaker with a Q&A session; a discussion among the attendees about a marketing topic, a challenge someone may be facing, or another topic important to you; and networking. Non-members are welcome to attend three meetings to evaluate IPBC. Afterwards, you must join to participate in Regional Meetings.

Our meetings are "Scent Free” and business casual attire is appreciated. This is a business meeting. Please, turn off your cell phone before entering the room, and sorry no children allowed.

We look forward to seeing you there!

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