Previous 2018 Meetings

12 noon for Lunch

January 19th        Danielle Bardoloski ~ Work Place Ergonomics

8:30 for Breakfast

February 16th    Leslie Shiner  ~ TBA

12 noon for Lunch

March 16th         Samir Khosla  ~  Putting your client at the center of your practice

8:30 for Breakfast

April 20th   Wylie Lebo  ~  Veem

12 noon for Lunch

May 18th    Carrie Sheret/ Luigi Zamarra  ~  Bookkeeping for Cannabis Clients

8:30 for Breakfast

June 15th   Tori Kent ~ Do I Have to Pay my Employees for That?

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We will cover the audits that local businesses are reviewing as well as how bookkeepers can help the businesses they work alongside stay protected. I have been with ADP for 2+ years and I am a compliance/HR specialist. My job is to meet with small business owners in the north and the east bay to alert them of all the 2018 federal and state updates to regulations: OSHA/DOL/ICE.

July 20th   Jessica Greene  ~ Tsheets

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Jessica considers herself an Idaho native, and loves everything about living in the Boise area. She graduated with a degree in Theatre and Communications in 2012 from Whitworth University in Spokane, WA. After working a few different jobs, she found her home at TSheets in December 2014 on the Customer Experience team. Since then she has worked on the sales team and most recently in the Accountant Channel. Jessica has loved getting to know all of the TSheets Pros, and helping them recognize the value it provides to their own practice and their client’s businesses. When she’s not trotting the globe meeting accountants, you can find her performing improv with a local group, and spending time with friends, family, and her Chiweenie, Dexter.

August 17th   Umair Ahmed  ~   Hubdoc ~ Webinar


Umair is an Account Executive at Hubdoc. His role involves building relationships with accountants and bookkeepers across North America, learning how they operate their businesses and exploring how Hubdoc can help them streamline their workflow. In this webinar, we will explore how accounting and bookkeeping have been transformed by the advent of cloud accounting technology. We will begin by looking at what accounting and bookkeeping may currently look like at your practice and see how Hubdoc can help you save time, grow your business, and improve interactions with your clients.



12 noon for Lunch

September 21st   Bruce Berls ~  Internet Security

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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

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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

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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.