Wells Fargo

0

Cary Women’s Giving Network, Time with Wells Fargo and Some Early Halloween Fun!

It has been a busy week and it is only Wednesday!  This last week of October has really gone fast!

Cary Women’s Giving Network

Cary Women's Giving Network

Cary Women’s Giving Network

On Monday I joined the other ladies of the Cary Women’s Giving Network for our monthly gathering.  We had a delicious lunch together at the Matthews House (Bistro Lunch every Monday) and hosted Ellen Fort from the Lucy Daniels Center as our guest speaker.   Ellen is just a few months into her new role with the LDC, so she is still getting her ‘feet wet’ within the organization.  We had about 15 women in attendance for lunch and a few visitors.  The Cary Women’s Giving Network is part of the Cary Community Foundation and as associate with the North Carolina Community Foundation.  It was a nice cool crisp Fall day, so we took a group picture outside in the gardens of the Matthews House.  I love this group and the work we do in our community!   Thank you to Lois Cozart of My Girlfriend’s Closet for dressing me in the warm tunic sweater.  It had great Fall colors and my necklace was something that I won at the Life Experiences Auction in September.

Lunch with Wells Fargo

Wells Fargo Lunch and Learn

Wells Fargo Lunch and Learn

One of the best things about the women’s network that I just mentioned, are the relationships that form within the group.  I’ve had the pleasure of getting to know Pam Keene, Vice President of Business Banking with Wells Fargo, through both the GWGN and other groups over the past 11 years.  Pam and her co-worker, Mike Lynch (SBA Lending for Wells Fargo) hosted lunch for our CPA firm this afternoon.  Part of Pam’s job includes meeting with clients and referral partners to make sure there is a strong relationship and that the lines of communication are open and clear.

Pam & Mike of Wells Fargo with Alicia and Blake of Smith & Smith, CPA

Pam & Mike of Wells Fargo with Alicia and Blake of Smith & Smith, CPA

They brought lunch from City Barbeque into Smith & Smith, CPA and we had a very productive lunch meeting learning more about the products and services of Wells Fargo.   We share several mutual clients with Wells Fargo and having Pam and Mike to use as a resource and a reference is a huge asset for us!  We want to make sure clients needs are taken care of and by having a direct contact, it just makes everything run smooth on both sides!   Our entire office was able to sit-in during the “lunch and learn”.  Thank you to Pam and Mike for reaching out to us and for the delicious lunch!

Woodhaven Fall Festival

Smith & Smith, CPA Halloween Bags

Smith & Smith, CPA Halloween Bags

And now a cute little post-weekend photo!  Halloween started early for the Smith crew last weekend.  We attended the Annual Fall Family Festival at Woodhaven Baptist Church, located just a short distance from our house.  I think this is the 7th or 8th year in a row that we have attended.  The kids love it as they get to dress in their costumes, play in the bounce house, enjoy all kinds of games with prizes and have a blast.   We love it because it is outside and free!   They offer a yummy hotdog dinner and it’s a great family-fun atmosphere.

Family Fun at Woodhaven

Family Fun at Woodhaven

 

They do a trunk-or-treat at the end of the evening and have all kinds of cars & trucks decorated.  It is so fun to see each year!  And while you can’t see them very good in this picture, all of the Smith kids (Trent, Connor, Mark and Bailey) are using the Smith & Smith, CPA Halloween bags that we purchased a few years ago.  They were part of a marketing project and I still have a few left over, so the kids carried them to collect candy and goodies at the event.  They are nice durable bags and have our name & logo along with Trick-or-Treat Safety Tips on the side.   And yes, they got lots of good candy!  Thanks to Woodhaven for hosting this event each year!

tic tocTonight I am off to see the new Tic Toc Escape Room in downtown Raleigh!  ShopLocalRaleigh is hosting a bloggers event there tonight….stay tuned to the blog tomorrow to see how it went…and if we escaped!

 

Our CPA firm in Cary is growing and we are currently welcoming new clients.  Please check out our website for more information http://www.smithandsmithcpa.com  We are never too busy to help a small business owner with their accounting/tax needs.  We welcome referrals!

 Follow my blog via email by clicking HERE  

Join me on Twitter @beccacarync

 “LIKE” us on Facebook HERE

 Connect with me on LinkedIn HERE 

 

Director of Marketing

Smith & Smith, CPA, P.C.

1150 Executive Circle, Suite 5

Cary, NC 27511

(919) 380-0600 phone

(919) 380-0919 fax