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2020 Canada Webinars
Please go to the website for details or download the Registration Fax Form here.
December Webinars
Dec. 8 - How Much is Enough to Retire - Paul Tyers
Dec. 10 - Quarterly Economic Updates - Wilfid Hahn
Dec. 18 - Turbo-charging Lead Generation - Gale Crosley
Jan. 7 - Mining for Gold : Wealth Management from Tax Returns - Don Nilson
Feb. 11 - Effective Client Managment - Gale Crosley
2020 Members' Morning
HST Update
Wed. Dec. 16, 2009
8:30am to 11:45 am
Intuit Canada Offices - Mississauga
5100 Spectrum Way
(Eglinton and Dixie Area)
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Congratulations to our Successful UFE & CGA Candidates
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Robert Palummo
Hannah Lei
Cunningham, LLP
North York, ON
Dawn Nicholson
Bill Crysler
Wormald Masse Keen Lopinski, LLP, St. Catharines, ON
Julie Raymond
Olivier Collard
Blaine, Joyal, Charbonneau
Sainte-Julie, PQ
Lin Tang
Brudner Herblum & McDougall, LLP, North York, ON
Jenni Sarasin, CGA
Greg Short, CA
Aurora, ON
Nestor Bablak
Tina D'Agostino
Josh Schel (Top 20 Ontario & Canada Honour Roll)
English & Jones LLP
St Catharines, ON
Sean Ashbee
Michael Kudeb
Melanie Appleyard
Neil Dixon
Elena Nayvelt
Stepahnie Way
GMA LLP
Georgetown / Mississauga
Cindy Chung
Michael Chong
Joyce Kung
Chan Yu Wong CAs LLP
Richmond Hill, ON
Tara Lilly
Duffy & Associates, LLP
Etobicoke, ON
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Technology Update
Rack2-Filer
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This software came with our ScanSnap S1500 Deluxe that we purchased in September of this year. We weren't expecting a lot from this $100 add-on software but in the ensuing weeks, were were astounded by its functionality and its ability to organize paper, not only in one's business but in one's personal life as well.
Rack2-Filer (R2F) is an intuitive, extremely easy to use document management system that seamlessly integrates with your ScanSnap. It has rooms, libraries, cabinets and binders with each binder holding 1000 digital pages, each cabinet - 21 binders, each library - 24 cabinets and each room holding 6 libraries. Each room can store 2,500,000 pages and there are 3 rooms! Security, Search Capabilities, Network ready and the interface make it looks like you are dealing with paper, not searching through a forest of Explorer trees.
We have introduced it to a number of people, in accounting and in other businesses, and after seeing what it can do, they really get what R2F can do for them. One happy client says that it has 'transformed' the way she manages her practice and all of the paper in her life
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 The
Canadian Innovator |
Greetings!
It is hard to believe but another holiday season is fast approaching with Hanukkah beginning on the 11th, Christmas on the 25th and Kwanzaa on the 26th. And then a whole new year!
In this past year, we have acted as coaches to many of our members. Our objective, as coach,
is to help you, as our members, win. Our structured process helps you identify and
clarify your vision, create an action plan to achieve it (and all the
goals along the way) and then work with you every step of the way.
We hold you accountable and provide ongoing feedback to keep you on the
right track. If you would like to find out more about
this personalized service for yourself or for broader initiatives within your firm, please contact us.
Peggy
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Members' Morning
HST Update
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Wednesday, December 16th
8:45 am - 11:45 am
Intuit Canada Mississauga
5100 Spectrum Way
(Eglinton between Dixie & 427)
Join us to hear an update on the HST and how it will affect businesses and your clients next year. We are pleased to present Darcy McNeillDirector of Communications Ministryof Finance, Ontario Background and Objectives Sheila Wisner, CA, SW Consulting Technical Aspects of the HST Todd Trowbridge, CA Trowbridge and Associates How to Help Your Clients Get Prepared 3 Hrs PD Credit
$100
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Leadership -
Accidental Growth vs Purposeful Growth - John C. Maxwell
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In 1940 two brothers, Dick and Mac McDonald, started McDonald's
Barbeque Restaurant in San Bernardino, CA. Typical of the drive-ins of
its time, McDonald's offered an expansive menu from which customers
could order and then be serviced by carhops. Through time, the brothers
noticed a trend in their sales. A small number of items on the menu
accounted for a bulk of their restaurant's profits
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Struck by the trend, the brothers embarked on a bold strategy to
streamline McDonald's. They temporarily closed their doors, remodeled
the restaurant, and did away with the carhops. Three months later
McDonald's reopened as a self-service drive-in specializing in fast
service thanks to a simplified, nine-item menu. The combination of low
prices and speedy service made the new McDonald's a smashing success
with motorists, who flocked to the restaurant en masse to buy burgers
and milkshakes.
Accidental Growth
Despite their impressive innovations, the McDonald brothers never
put together a growth plan to spread their concept of fast food across
the country. Over the next few years, the brothers haphazardly agreed
to open a handful of franchised McDonald's. However, the isolated
additions were largely unintended, and they barely scratched the
surface of the restaurant's potential to expand.
Purposeful Growth
It took the genius of a traveling salesman to put McDonald's on the
map nationwide. Ray Kroc became intrigued with McDonald's when the
restaurant ordered eight of his milkshake mixers. Curious why anyone
would need to make so many milkshakes at once, Kroc traveled to San
Bernardino to see the restaurant firsthand.
Click Here for the entire article.
If you have an article you would like to contribute to future, please contact Peggy.
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Top 5 Tips for Generating More Referral
Chris Frederiksen, Chairman, 2020 Group
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The rapidly approaching holiday season presents a perfect
opportunity to actively grow your firm through networking. Be sure to
remind all members of your firm of the importance of referrals and don't be
afraid to ask for them.
Top 5 Tips
for Generating More Referrals
1. Collect testimonials. After each meeting with each
client, please remember to ask them for a testimonial which you may use on
websites, brochures, newsletters etc.
2. Never tell clients that you are busy but remind them that business is
great and we're always looking for more.
3. At events don't be afraid to ask for business cards. Make sure you
follow up by sending them a letter introducing the firm and include 2 copies of
your firm brochure. Ask them to pass the extra copy onto someone they
think might need your services.
4. With any correspondence to your clients ALWAYS enclose 2 business cards and
have a "p.s." at the end of the letter that says: "I've included
2 business cards - please feel free to pass them on."
5. Handout "gimmicks" to as many clients and prospects as you
can. The idea of handing these items of notoriety is that you encourage
clients to hand them out to other people or at least show them to
other people when you are not even there. Note pads and coffee cups are
great giveaways. Think of something people use everyday.
And remember it's more important to be different than it is to be better.
Why is your firm different from the competition? Spend 5 minutes at the
next staff meeting to discuss this, but beware: friendly and proactive is not
enough.
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Our final Member's Morning of the year in Toronto is coming up next week, Dec. 16, with an HST presentation at the Intuit offices in Mississauga. We hope to see many of you there.
As we wind things down in January, we will be beginning to plan next year's agenda and events. The first Toronto area Focus Group will be held on January 15 with Chris Frederiksen. Our conference will be held on September 16-17 at Hockley Valley Resort just north of Toronto. We have another conference in Winnipeg in June for SME Public Practitioners as well as a series of seminars across the country. Details will follow in the New Year
For those of you who cannot make it out to the HST Seminar, we would like to wish you and your families a very happy holiday season, with the warmth of love and peace in your lives.
Sincerely,
Peggy Tyers
2020 Canada
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