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2008 PD Brochure is Out!
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| Updated Events
Practice Management Tour
- Wealth Management
Sept. 15 - London
Sept. 16 - St. Catharines
Sept. 18 - Mississauga
Sept. 19 - Markham
Sept. 25 - Ottawa (Kanata)
"Shift Happens"
2020 National Conference
2020 Canada Members National Conference
Nottawasaga Inn, Alliston
October 24-26, 2008
We have added an additional day to the conference dedicated to Implementing Wealth Management, plus Dinner Friday evening with special guest speaker,
Terry Kelly from Halifax, Nova Scotia.
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Welcome to our newest
2020 Members
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A. Brian MacAdam, CA, CFP
Anne R. Starret, CA
Darren Turcotte, CA, CPA
David Alexander, BMath, CA
Graeme Goebelle, FCA
James Raptopulos, CA
L. Jennifer C. Nixon, CGA, CA
Maria Vicente, CMA
Melanie McCracken, BSc, CA
Ron Starret, CA
Shawn Kelman, CGA
Tracey Bastedo, CA
GMA LLP, Chartered Accountants
Goergetown & Mississauga, ON
Anthony Humphreys, CA
Scarborough, ON
Gordon Galloway, CMA
Galloway Consulting
Toronto, ON
Frederic Gregoris, CA
Mississauga, ON
As always, tell your colleagues and accounting friends about 2020 Canada and the benefits of membership.
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Technology Tip -
Mouse that monitors your heart rate |
Ever work with clients that drive you crazy with e-mails? Asus has designed a mouse (Vito W1) that keeps track of your heart rate and sends it wirelessly to your computer. Then, along with installed software, it lets you know whether you need medical attention or not with a series of on-screen emoticons.
We're not sure if it calls 911 should you flat-line.
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 The
Canadian Innovator |
| Greetings!
New Website for 2020 Canada It's finally live! Our new website, www.2020canada.ca is up and running. It has a new look, new functions and far easier navigation to make it easier to register on-line for webinars and seminars, buy Professional Development Passes as well as links to resources and services for our members. It's still not 100% but we will be adding in more information as the days and weeks go by.
Labour Day is just around the corner so it's back to the regular days of business. We are so excited with all of the webinars, seminars and conferences we have planned over the next few months and we hope you can join us and take advantage of the great speakers we have lined up.
As always, we have a new inspirational movie for you. This month it is entitled:
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Wealth Management Tour
London, St, Catharines, Mississauga, Markham & Ottawa
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The ICAO is currently clarifying its rules to allow CA's to offer Wealth Management to their clients.
Learn about the approved model and
key implementation steps to introduce it.
Speakers & Topics
Paul Tyers - Wealth Management
Director, Professional Services, Hahn Wealth Stewards
Julie Littlechild - Client Audit
President, Advisor Impact
Cary List - Importance of CFPs
President, Financial Planners Standards Council
Tyler Morty - Investment Strategies
Director of Research, Hahn Investments
(In certain locations, some speakers may present via web conferencing)
The Wealth Management workshop will transform your view of what is possible in your practice. With a different perspective on a service that your clients really want you to provide, we will show you how to bring this service into your practice, train your staff, market to your clients and solidify your relationships with your existing clients. The simple truth is that in all other English jurisdictions, Professional Accountants have been allowed to provide this service for years, while Canada has not moved on this area. As a result, Professional Accountants in Ontario are missing a significant opportunity.
Come out to explore the possibilty
Locations
London
Monday, Sept. 15 1:00 pm - 4:30 pm
Tuesday, Sept. 16 1:00 pm - 4:30 pm
(QEW & Jordan Rd)
Mississauga
Thurs., Sept. 18 1:00 pm - 4:30 pm
( 401 & Hurontario)
Markham
Friday, Sept. 19 1:00 pm - 4:30 pm
(Hwy 7 & Warden)
Ottawa
Wed., Sept. 24 8:30am - Noon
(417 & Terry Fox - Kanata)
3.5 PD Hours - $120
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We hope to see you on-line at our webinars or one of our seminars and especially at our National Conference at the Nottawasaga Inn in Aliston.
Sincerely,
Peggy Tyers
2020 Canada
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