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Lethbridge Regional Meeting: Receipt Bank Live Demo & AutoEntry Presentation
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3/20/2019
When: Wednesday, March 20, 2019
7:00 PM to 8:30 PM
Where: Avail Accounting Offices
530 8th Street South
Lethbridge, Alberta  T1J 0Z4
Canada
Contact: John Zottola
866-616-4722


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Receipt Bank Live Demo & AutoEntry Presentation

Receipt Bank Presenter Jennifer Yelenik from 7:15 - 7:45PM
AutoEntry Presenter Brian Fraire from 8:00 - 8:30 PM


Jennifer will be highlighting Receipt Bank features to meet your clients' needs such as:
-  Data and Document sharing
-  Program Structures for functionality
-  Best Practices to fetch, upload & email information
-  Receipt Bank as a marketing tool for bookkeepers.

Regional Developer:  Bev Johansen, CPB

Attending this meeting qualifies for one Professional Development Credit

No meal is being offered, but some snacks will be available.

For those who are interested, please meet for dinner prior to the meeting at 5:30 p.m. at Streatside Eatery which is located at 317 8th Street South.

 

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 or kitchen manager.

At the Restaurant: ‘Communicate’.
Talk to the server upon arriving and also to the IPBC Regional Network Chair and explain 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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