Private Practice Banking, Accounting, and Commercial Leasing – VIRTUAL
Join this Free for Members lunch and learn to hear from financial, accounting, and leasing experts on how to set up your private practice for success.
If you wish to submit questions ahead of time, Please submit this form
Tamara Trimble from RBC will discuss private practice finance topics such’s as: When to incorporate, Business Accounts, Fraud, and Digital Enablement.
Tony Edgington from KBH will lay out the difference between incorporation vs proprietorship and elaborate on accounting and record keeping.
Presenters
RBC
Tamara Trimble
My name is Tamara Trimble I’m a Relationship Manager Business Markets here at RBC
I’ve been with RBC for the past 23 years and have spent the past 5 years in business markets, I work with business clients like yourself to provide tailored advise based on your individual needs
Here at RBC we strive to be your first choice!
KBH
Tony Edgington
After graduating with a Bachelor of Commerce degree from the University of Alberta in 2001, Tony joined KBH as an articling student and received his Chartered Accountant designation in 2003. He has also completed module 1 and 2 of the CICA In-depth Tax program in 2009 and the CICA In-depth Corporation Reorganizations course in 2012.
Specializing in Tax since 2008, Tony provides a variety of services including corporate reorganizations and estate planning. He also works with compliance and reviewing corporate and personal income tax issues.
CBRE
Ryan O’Shaughnessy
Ryan O’Shaughnessy is a commercial real estate broker, with a focus on leasing, purchasing, and selling office space. Ryan takes a client-centred approach to his work, as he recognizes that the needs of office users varies greatly based on the user’s industry. Ryan’s market knowledge, coupled with his tenacity and strong negotiating skills make him a strong advocate for his clients. In his spare time, he loves playing hockey, hiking, and spending time with his wife and son.
Continuing Education Credits
This lunch and learn does not qualify for CE-Credits.
Cancellation and Refunds
Cancellation and refunds may be applied for by email or phone call to the PAA Continuing Professional Development Officer. Cancellations received fourteen (14) days prior to the Continuing Professional Development activity will receive a full refund of the registration fee, less a $35.00 + GST processing fee. PAA reserves the right to cancel any activity, in which case a full refund of the registration fee will be provided.