NAPO-SFBA Chapter Meetings 
(Scroll down for information on specific events)

 

NAPO-SFBA Chapter Meetings are held on the second Wednesday of every month. NAPO-SFBA holds 12 chapter meetings a year, 8 in person and 4 via teleconference. See our events page for meeting locations and schedule. 

General Agenda for Monthly Chapter Meetings: 

No-Host Networking Dinner at Grill & Vine 5 - 6pm
Registration 6 - 6:30pm
Program 6:30 - 8:30pm

For meetings conducted at the Westin Hotel (March, May, October, December), all members and guests are invited and encouraged to join us for a no-host dinner at 5 pm at the hotel restaurant, Vine & Grill, before each in-person chapter meeting. 

Please join your colleagues to explore new tools and approaches that can help you develop and enhance your organizing practice!

Attendance is free for all NAPO-SFBA members (you do not need to register). 

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This chapter meeting is part of our Chapter Pop-Up Series. Click here for more information on the Pop-Up Event and for Guest Registration.  

MARCH CHAPTER MEETING: Know Your Numbers
Presented by: Connie Johnson, CPO® Routine Matters

Date: March 13, 2019 * Time: 6:30 - 8:00 PM
Location: Celebration Center Hall, St. Andrews, 1601 Mary Drive, Pleasant Hill, CA 94523

Session Description for Chapter Meeting Speaker:

Why does it matter if you know your numbers? What does it mean to know your numbers? What numbers should you care about? How do you get to know them? Attendees will learn the answers to these questions, and more, and leave with an overview of tools that can help them take ownership of their numbers.

(Note from Connie:  while I will refer to QuickBooks and Quicken when talking about tools, because theseare the ones I am most familiar with, this will not be a QuickBooks or Quicken tutorial).

Connie Johnson, CPO has been a business owner in San Francisco since 1985. After opening and operating four restaurants with her business partner, in 1997 she leftthe restaurant world, taking lessons learned there to help clients in a wide range of industries. Combining her love of learning with her passion for patterns, puzzles and helping people, she opened Routine Matters in 2003 and joined NAPO in 2004. She is one of the inaugural class of Certified Professional Organizers, a QuickBooks Pro Advisor and an Evernote Certified Consultant.

In her work as a financial organizer she has helped business and residential clients navigate a myriad of situations: including opening, closing, buying and selling businesses, transitioning entities from sole proprietor to LLC, S-Corp, and Partnerships, declaring bankruptcy, not declaring bankruptcy, short sales, offers in compromise, divorce, dementia and death.

 

 

 

 

 


 

PAST CHAPTER MEETINGS: 

Wednesday, February 13th, 2019 - Updates to CA Law. Employees vs Independent Contractors 

Wednesday, January 9th, 2019  - Telemeeting (recording is available) 
Top Choices to Extraordinary Productivity - Steven Kirch, PhD, Productivity Coach 

December 12, 2018 - Chapter Meeting and Year End Celebration/Naughty & Nice Speed Networking and Holiday Cookie Taste-Off

November 14, 2018 - - Telemeeting (recording is available) 
TOPIC: "How Resolving Grief Can Help People Release Clutter and Get On With Their Lives” - SPEAKER: Tina Kopko, LMFT, Grief Recovery Specialist (Berkeley)

October 10, 2018 - Data Management & The Professional Organizer
Contact Capture and CRM with Patricia Dwyer, Digital Chaos Control – comparing Insightly, Evernote and Contactually.
Scan documents with OCR with Jesse Sondheimer, Teaching and Taming Technology – featured solution is Adobe Acrobat.
Backup Options with David Casuto, SF Tech Training – Backup solutions include Google drive, Time Machine, One Drive and Carbonite.

September 12, 2018 - POP-up Event - Overcoming Fear of Difficult Conversations and Public Speaking with Lee Glickstein
Chapter Meeting - How to turn your clients into Raving Fans with Sue Brooke

August 8, 2018 - - Telemeeting (recording is available) 
Loulena Miles and Richard Fivis: "10 Things a Professional Organizer needs to know about estate planning and fiduciary services."

July 21, 2018 - SPARK SF Picnic

June 13, 2018 PopUp! Event - Unpacking Partnerships, Chapter Meeting - Wine Organizing

May 9, 2018 - Business Partner Showcase, Volunteer Appreciation and Meet the New Board
April 11, 2018 - Peter Walsh in Conversation with Nancy Castelli

March 14, 2018 -Kick off Spring with Bay Home & Window and Remoov
February 7, 2018 - "Managing Resistance - Getting Our Clients to Yes" Dana Arkinzadeh, CPO  of DMA Organizing and Tammy Jo Borosky, C-SMM of Clear Organizing
January 10, 2018 - Bridging the Gap with Virtual Organizing

 

For previous years, click here