2021 Meeting Calendar

Please contact Jennifer Millett jennifer@morrecpa.com or 415 493-2393 to RSVP to attend on Zoom, N

August 20th at Noon Geni Whitehouse, CPA.CITP

Finding Capacity for Higher Value Service

In this session, you’ll will learn about tools and techniques for freeing up precious hours in your practice.  Geni Whitehouse will share some of her favorite tools for automation that you can use to improve internal administration from proposal to service delivery. Once you free up that time, you will be able to offer greater value through expanded services that meet the needs of your clients.  

Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.

She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.

She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.

July 16th at noon,

Erika Macke


Small to medium-sized Business Consultant covering Marin and Sonoma County.

CU Boulder – Business Degree in Talent Management/HR and Strategy; 15 years in the hospitality industry.


There is still much confusion around the Employee Retention Tax Credit (ERTC), a highly significant provision of the original CARES Act. Erika will give an overview of this credit and how businesses are recognizing it. In addition, Intuit will be retiring their online payroll platform. What does this mean for you and/or your clients?

Dan Meade


Cal Poly SLO – Business Administration

10 years at Paychex as Accredited Retirement Plan Consultant


Paychex is the largest 401(k) administrator in the USA, with most of our clients having less than 10 employees. What’s new: An explanation on how Cal Savers + Secure Act = The best time in history to start a retirement plan. What is the Paychex unique advantage in the retirement industry?

Patrick Lavin


San Diego State University – Political Science

11 Years Paychex


The landscape of HR has dramatically changed within the last year. As a result, the utilization of HR solutions has risen for small businesses. With over 1 million worksite employees, Paychex is partnering with small businesses with ASO and PEO models.

John Morre

January 15th, 2021 @ noon

John will presentation will be substantially about the new California prop 19.  It will have a significant impact on family members who own California real estate as it will greatly restrict the preservation of the property tax base on the transfer of property to children. He may also address 1099 forms and PPP loans if time allows.

John Morre is Managing Partner of Morre & Company, LLP.  He is a Certified Public Accountant.  John has received the Personal Financial Specialist designation from the AICPA.  He has been practicing in Marin County since 1979.  He conducts classes and seminars on tax and financial planning issues.  In addition to an array of professional memberships, John serves on the boards of several non-profit organizations including Marin History Museum, MARC, Nova House, Inc. and Stonehaven House, Inc.  John is a native of San Francisco and he and his family are residents of Hawaii.

Round Table Discussion

February 19th @ 8:30 am

Sue Brooke

March 19, 2021 @ Noon

Relationship Marketing and Networking for Bookkeepers

How to Attract Customers, Turn Them Into Raving Fans and Have Them Knocking Down Your Doors with Referrals!

Learn simple, fun ways to build your ideal network of people, prospects, influencers and clients, even if you’re an introvert! 

Discover a relationship marketing, referral generation, follow-up, customer retention system that will keep you top-of-mind with your contacts, prospects, and referral partners.

Sue Brooke is a Professional Speaker, Best Selling Author, Business and Marketing Strategist, and Relationship Marketing and Networking Expert. She moved to Sonoma County after meeting a sister through Ancestry DNA! She is going to share with you how she built a tribe of Raving Fans in just a few short months after moving to a new community, how she gets new business and referrals consistently, and how she builds her businesses purely by building relationships.

Sue is a serial entrepreneur, having founded successful businesses by mastering the art of building relationships and providing outstanding value to her clients. Sue is passionate about sharing her extensive knowledge, expertise, and marketing resources, and loves finding the best tools and resources to help entrepreneurs and businesses save time, make more money, and help more people!

April 16th @ 830 am

The Transformational Leader: Strategies For Effective Leadership In The Workplace

Being a strong leader requires a deeper understanding of the many facets that exist within the workplace. From dealing with challenging employees, to learning how to effectively communicate with staff, clients, vendors, etc. a good leader sets the tone for culture of the entire organization. This course will teach you how to be an effective leader within your workplace by discussing leadership styles, issues in the workplace, and common challenges leaders face every day. It will guide you with eye-opening strategies for better self-awareness, greater employee satisfaction, and help you understand how to use your personal talents to be a strong leader. You will leave with immediate, practical takeaways you can use to promote a healthier culture within your own workplace.

David Glantz

May 21st @ Noon

Title: Fun with QBO Advanced and some QBO integrations.

Description: QBO Advanced has introduced a number of features and capabilities not available in other editions and we shall walk through this functionality in more depth. And per request, we shall take a look at some other integrations into QBO, such as Shopify, PayPal, and anything else of intrigue, time permitting.

Bio. David Glantz is the principal at Business Cents, a 17+ year old business systems consulting practice based in San Anselmo. Business Cents is a long standing QuickBooks Solution Provider/Reseller, Advanced ProAdvisor, retail solutions provider, integrator, and all that jazz. Prior to Business Cents, David had a 20+ year career as a professional services executive for accounting and technology software companies, (Macromedia/Adobe, Pyramid Integration, Flexi International, Ross Systems). David left the comforts of the corporate world to independently pursue his passion of helping companies solve business challenges – and in 2003, Business Cents was born. David has written blogs and articles for various industry publications and is soon launching a series of business oriented tutorials. He has also raised four children and is the loving grandfather of two adorable girls and 1 charming little chap (to-date).