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Edmonton Regional Meeting: Build a Clear and Effective Vision/Mission Statement
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3/20/2019
When: Wednesday March 20, 2019
5:30 PM to 8:00 PM
Where: Chateau Nova Kingsway
159 Airport Rd NW
Edmonton, Alberta  T5G 0W6
Canada
Contact: John Zottola
866-616-4722


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Build a Clear and Effective Vision/Mission Statement

Presented by: David Wickenberg, CPA, CA, CFP

David will be doing a workshop to help us build a clear and effective vision/mission statement.

 

Presenter Bio:

David grew up in Edmonton and after going to McNally High School enrolled at the University of Alberta in 1983. David initially enrolled in general sciences in order to have some flexibility in deciding what career path to follow. Teaching, computer science and business were all considerations but it was the flexibility and potential of a business career that led David to the faculty of business. An accounting major appealed to David in his final year since it provided the opportunity to interact with many different people and fulfill his desire to teach others what he knows.

David received his B.Comm from the University of Alberta in 1987 and was awarded his CA designation in 1990. After articling with KPMG he worked for two years in industry. First as a lending officer at a trust company and then at a large retailer as CFO.
David began his own practice in 1992 and after 4 years on his own merged his practice with Gary Koehli’s to form Koehli Wickenberg now KWB LLP. David received his Certified Financial Planner (CFP) designation in 1997 and uses that knowledge to provide full service plans that merge company and personal strategies
.

 

Regional Network Chair: Connie Sparks, CPB


Attending this meeting qualifies for one Professional Development Credit

Cost is free - 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 your server upon arriving and to the Regional Network Chair to 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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