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?

Tori Kent June 2018 speaker

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

T sheets

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.