Zoom for the Newbie
Tips for a non-profit using Zoom and other virtual meeting platforms. Discussions include how to set up Zoom, managing meetings with Zoom-newbies and more general meeting tricks. Continue reading →
View ArticleThe Alpha Zoom & Other Tricks
Select methods are discussed to run a successful virtual meeting. Although targeted toward Zoom and other web-based applications, many of the methods work equally well on teleconferences or even...
View ArticleThe Goal is Learning to Set Goals
An overview of the benefits and challenges of setting goals from a financial literacy perspective. Continue reading →
View ArticleCan We Start Again Please – Here is the Offer…
Overview of the proposed 2021-09-16 FMI Edmonton Chapter program for the event: “Getting Up to Speed When the Pressure is On” Continue reading →
View ArticleA Walkable Read
The Jetsons would have us believe that flying cars and moving sidewalks are just around the corner. The book, the Walkable City suggests the Jetsons would be fat, isolated and unhappy. Continue reading →
View ArticleThis Read is Garbage (and that is good)
My memory jog on a good book that is garbage: Garbage Land by Elizabeth Royte. A survey of the world of trash and the disposal of other unmentionables. Continue reading →
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SAMI Financial Literacy Goals
Most people have heard of the marshmallow test. Ask a young child if they want one marshmallow now or two in a short while. The test was designed and originally delivered in the late 1960’s and early...
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2×2 Goals
What does Albert Einstein [1], a gold medal-winning Olympic Athlete, the lottery, and Afroman’s hit song ‘Because I Got High‘ have in common? They can be mapped to the 2×2 Goal matrix and help...
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CPA Achievement Award – 2022
For the fourth year, I have been a member of Alberta Chartered Professional Accountants (CPA) achievement awards review committee. EAADSAFCPA CPA Alberta Full Disclosure For the past three years, I...
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A Field Guide to Volunteer Lifecycles
Volunteers and Non-Profit organization members are a rare commodity. They are hard to find, difficult to screen, expensive to replace/retain and then vanish without warning. A lifecycle model may...
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