Upcoming Courses & Events

March 19, 2019

6:15 pm - 9:00 pm

BC Lower Mainland Chapter Meeting

Topic

Business Banking and Bookkeeping For Small Businesses

As small business owners, Professional Organizers face some challenging decisions! At this month’s Chapter Meeting, we’re delighted to welcome 2 Industry Experts who will shine some light on the banking and bookkeeping products to consider.

Barbara ManuelBarbara Manuel has worked in the financial services industry for over 15 years and is currently a Senior Financial Advisor with a specialization in Business Banking at CIBC.

Barbara is committed to her Community and she currently serves on the board of directors for the Vancouver International Soccer Festival as well as the Vancouver Executive Association.

In addition to her focus on Financial Planning for Business Community, Barbara is passionate about health and wellness and has completed her Yoga Instructor Certification in 2013.

As an expert in the world of business banking, Barbara will discuss the variety of banking products available to small businesses.

Marilynn BellMarilynn Bell is a CPA, CMA and has been in the bookkeeping/accounting profession for over 15 years. Marilynn Bell & Co Accounting Services has been operating for over 5 years. Marilynn has gained considerable knowledge and experience of small business needs. She is passionate about organizing and cleaning up prior processes that may need to be overhauled, implementing processes that reduce costs and create efficiencies.

Marilynn will introduce Organizers to the QuickBooks Self-Employed App and go through how to set it up, how to set up bank feeds, name expense accounts, mileage, taxes and invoices. Members will leave the meeting with clarity on what expenses to include in personal tax returns.

Please join us for an evening of support, sharing and networking!

Agenda

  1. Doors Open at 6:15 pm.
  2. New member orientation from 6:15 to 6:30 pm.
  3. We begin each meeting with opportunities for both new and experienced members to mingle, network, grab refreshments and review our resource table.
  4. Feature presentation from 7:00 - 8:00 pm.
  5. Along with our featured presentation our meeting agenda includes chapter business, announcements, and resource sharing.
  6. Please respect that our meetings are scent free to provide the healthiest environment for those with allergies and sensitivities.
  7. Members can join the discussion on our Closed Facebook Page at: www.facebook.com/groups/POCBCLM/

Cost

POC Members - No Cost

Guests - $20.00 NOTE: Cash or Cheques accepted only.

Location

Burnaby Lakes Sports Complex West, 3677 Kensington Avenue, Burnaby, BC V5B 4Z6

Contact

Please RSVP to Leslie Todd – Membership Coordinator
Email: pocbcmembership@gmail.com