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January 2020

Top 3 Mistakes Charities Make

January 14, 2020 @ 12:00 pm - 1:00 pm
Mountain Hub Coworking Space, 1036 7th Ave
Invermere, British Columbia V0A 1K0 Canada

There is so much to know when running a charity or not-for-profit. In this Lunch & learn you will learn the three most important mistakes to avoid in running your organization. Meet Your Instructor: Kyla Lam, CPA Kyla runs Aspire Chartered Professional Accountant and her specialty is the not-for-profit sector. Come chat with her about your organization - brings questions! ** Please note this Lunch & Learn is limited to 10 participants. RSVP by emailing Megan at team@mountainhub.ca or by…

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How To Teach your Kids About Money

January 20, 2020 @ 6:00 pm - 8:00 pm
College of the Rockies Invermere Campus, RR #4, #2 - 1535 - 14th Street
Invermere, British Columbia V0A 1K4 Canada

Learn how to raise money smart kids! We will discuss why teaching kids about money is important and provide some ideas on how to do this at an age appropriate level. This session will cover allowance, budgeting, credit cards, cell phone and virtual spending. The presentation is interactive and will be approximately 90 minutes depending on audience participation. There will be additional tools and resources provided as well as a Q&A at the end of a session.

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February 2020

Your Numbers, Your Story – Financial Literacy for Female

February 18, 2020 @ 9:30 am - 11:30 am
College of the Rockies Invermere Campus, RR #4, #2 - 1535 - 14th Street
Invermere, British Columbia V0A 1K4 Canada

Are you a women or female entrepreneur? Explore business ownership with a focus on finance and accounting. This session will cover key financial ratios and best cash management practices for your business. The presentation is interactive and will be approximately 90 minutes depending audience participation. There will be additional tools and resources provided, as well as a Q&A at the end of the session.

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October 2020

How to Teach Kids About Money

October 26, 2020 @ 7:30 pm - 9:00 pm
Online via MS Teams

Learn how to raise money smart kids! Financial Literacy volunteer, Kyla Lam, will discuss why teaching kids about money is important and provide some ideas on how to do this at an age appropriate level. This session will cover allowance, budgeting, credit cards, cell phone and virtual spending. The presentation is interactive and will be approximately 90 minutes depending on audience participation. There will be additional tools and resources provided as well as a Q&A at the end of a…

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November 2020

Understanding Financial Statements

November 9, 2020 @ 7:30 pm - 9:00 pm
Online via MS Teams

CPA Canada Financial Literacy volunteer, Kyla Lam, will provide explanations of basic terms and concepts of Financial Statements. At the end of the session you will be able to review and understand your financial statements which will improve your ability to use reports from your accounting software and asked informed questions of your accounting professional. CPA Canada is working to address the growing social problem of a lack of financial literacy in Canada. The Mission of the Financial Literacy Program…

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Planning for your Retirement

November 23, 2020 @ 7:30 pm - 9:00 pm
Online via MS Teams

For many of us, government payments will not be enough to fund retirement. CPA Canada Financial Literacy volunteer, Kyla Lam, will help you understand how to create a retirement plan and determine how much you need to save. You will learn saving strategies and gain an understanding of the different types of income you can receive in retirement. CPA Canada is working to address the growing social problem of a lack of financial literacy in Canada. The Mission of the…

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January 2021

Accounting and Financial Management Basics for Entrepreneurs

January 23 @ 1:00 pm - 5:00 pm
Online via MS Teams
$129

Entrepreneur, business advisor and professional accountant Kyla Lam will take you through the financial basics of business ownership. This online course will cover: ·          Accounting terminology ·          Registration and compliance with statutory requirements such as payroll, GST and PST ·          Understanding proprietorship vs corporation ·          How tax deductions work in a business ·          Reading and interpreting financial statements ·          Understanding costs in a business ·          Pricing Strategies ·          Operating, Capital and Cash Budgets ·          Decision making using quantitative and qualitative factors At the end of this course you should…

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February 2021

Growth & Expansion: How to Grow your Business

February 1 @ 7:30 pm - 9:00 pm
Online via MS Teams
Free

CPA Canada Financial Literacy volunteer and Principal at Aspire, Kyla Lam, has partnered with College of the Rockies to provide this FREE online session for current or prospective entrepreneurs. In this session we will explore the financial implications of growing a business, tools and techniques to analyze and plan for growth, and the ideal times and reasons to grow! We will delve into such topics such as:   ·          What are the best reasons to grow a business? ·          When is the…

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November 2021

Planning for Your Retirement

November 30 @ 7:00 pm - 8:00 pm
College of the Rockies Invermere Campus, RR #4, #2 - 1535 - 14th Street
Invermere, British Columbia V0A 1K4 Canada
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Free

For many of us, government payments will not be enough to fund retirement. Learn how to create a plan and determine how much you need to save. You will learn saving strategies and gain an understanding of the different types of income you can receive in retirement. Kyla will outline how much you need to save, saving strategies, potential retirement income sources, and how to create a plan based on this information.  Pre-registration is required.

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