Please contact Jennifer Millett to RSVP to attend email@example.com there is a 48-cancellation requirement Non-Member fee $40 Member $35.
Meeting are held once a month on Friday and rotate between breakfast and lunch. Meetings either feature key speakers or are organized round table discussion regarding bookkeeping topics. Please see the links and calendar below for more information
January 17th noon for Lunch
Tallie online expense report software automates the expense report process at every step, for employees and approvers.
James Youlios is an Account Executive at Tallie. He has been working with Tallie for over four years. Starting in the customer support department and developing abundant product knowledge and industry insights, his talents brought him over to the sales team. Having experience with manual data entry, he’s passionate about software and helping businesses automate their processes. Raised in Los Angeles, he has a BA from UC San Diego and resides in San Francisco.
February 21st 8:30 for Breakfast
Discussion on Wayfair, Dymanex, and more…
John Morre is managing partner at Morre & Co. He is a Certified Public Accountant. John has a Masters Degree in Taxation from Golden Gate University and has received the Personal Financial Specialist designation from the AICPA. He has been practicing in Marin County since 1979. In addition to an array of professional memberships, John serves on the boards of several non-profit organizations and conducts classes and seminars on tax and financial planning issues. John is a native of San Francisco and he and his wife are residents of Hawaii.
March 20th noon for Lunch
Social Security education and claiming analysis for your particular circumstances; to examine available assets and plan for expenses in a way that provides a secure cash flow throughout your retirement years.
Martha Shedden loves getting to know her retiree clients and analyzing their particular Social Security situations so they have all the information needed to make a smart decision on when to claim their benefits.
Trained and practicing as a professional engineer for over 30 years, she thoroughly enjoys the detailed, problem solving aspect of Social Security income planning, and especially the ability to help retirees create a secure retirement financial plan.