Meeting Calendar



12 noon for Lunch

September 21st   Bruce Berls ~  Internet Security

bruceberls092015_250x338 (002)

Bruceb Consulting is one of the leading IT consulting firms in the North Bay. For more than twenty years, Bruce Berls has been providing computer consulting and networking support to law firms, small businesses, and individuals. Bruce Berls started his career as a practicing California attorney, but he has been immersed in personal computing since 1982 when his first suitcase-sized computer was the envy of the lawyers at his firm. Bruce is also inordinately proud of his articles about technology – written in plain English! -at

Bruce will talk about computer and online security in 2018, a topic that unfortunately affects everyone all the time. You’ll get tips about how to identify dangerous links in your email; why antivirus programs aren’t as important as you thought; what to do when your computer starts shouting that you’ve been hacked; tips about passwords; and why you should never, ever call the 800 number. Frankly it sounds a bit gloomy, so there will be some digressions for stories of Chinese domain registrars, wire transfer scams, possessed routers, and buying espresso in Australia.

8:30 for Breakfast

October 19th   Geni Whitehouse CPA CITP   ~  Being Human in a Digital World

GW Headshot 1 Sm (002)

She is a regular keynote presenter at CPA and Technology conferences around the country and 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. She was a member of the TEDx Napa Valley organizing committee and was the first speaker at their inaugural event.

In this session, we will explore the unique ways in which today’s accountants can have a greater impact. As we leverage ever more technology to make the world increasingly monochrome, our individual differences, ability to question, and genuine human empathy are more meaningful than ever.  Leave this session with a connection between tools and techniques so you can make a real difference.

12 noon for Lunch

November 16th   Samir Khosla  ~ Putting Your Client at the Center of Your Practice

qbconnect11201 (002)

Samir Khosla is a product leader in the SaaS industry who has driven innovative apps for nearly 20 years. During his 14 years at Intuit, he led the development of products and features designed exclusively for accounting professionals, such as Client Data Review.  He is the recipient of the coveted Intuit Innovation Award. Now he leads a recruiting software division at Oracle and serves as an advisor to the Client Hub team.

Over the last few years, many accounting practices have defined standard workflows for their client services. Today they are asking, ‘How can we take it to the next level?’
Come hear about making your practice more efficient and get a demo of Client Hub, a brand new app for accounting professionals. Client Hub introduces the revolutionary concept of a shared workspace that puts you and your clients literally on the same page to eliminate your workflow roadblocks while improving client experiences.