PLEASE NOTE: This is a HYBRID meeting
Topic: The QuickBooks Playbook for Growing Companies
Speaker: Brad White, Owner & CEO, Varc Solutions
Agenda:
- 8:00 – 8:05: Chapter announcements
- 8:05 – 9:00: Speaker presentation
- 9:00 – 9:30: Networking
Presentation:
Brad will address the following topics during his presentation:
1. Choosing the right accounting software and tech stack
2. Saving time, getting the most out of QuickBooks
3. Update on the status of QuickBooks Enterprise Desktop and Intuit Enterprise Suite
Speaker's bio:
Brad is a seasoned executive business leader, with 26+ year’s experience in the QuickBooks/Accounting Industry, as both an experienced COO/operator, and Owner & CEO of VARC Solutions. At VARC Solutions (an Intuit and Quickbase Partner), he is focused on strategic business growth, vision, and executive leadership. He is also a trusted consultant, specializing in QuickBooks and Quickbase.
VARC’s focus is working with small to lower-mid-market businesses to solve business problems using QuickBooks, Quickbase, and seamless 3rd -Party Integrations. VARC’s goal is to help you get back to your business. Brad has several certifications in QuickBooks, Quickbase, and other QuickBooks-related applications.
Brad is a Trusted Advisor in Vistage, and has been involved in other professional organizations such as Executive Connections and the Association for Corporate Growth (ACG), and is a frequent guest speaker with financial executive groups and industry events.
Brad received his BBA in Management Information Systems from Texas Tech University in 1992. Brad lives in Plano, TX with his wife of 30 years, and has 3 adult “kids” that are now safely out of the nest.
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| RSVP | Subject | Date / Time |
Attendees | Status | Suggested Donation | |
|---|---|---|---|---|---|---|
| Reserve A Spot | The QuickBooks Playbook for Growing Companies |
Aug 26
8:00am - 9:30am America/Chicago |
7 | Not registered | Free | |
| Reserve A Spot | Networking Happy Hour |
Sep 17
6:00pm - 8:00pm America/Chicago |
6 | Not registered | Free | |
| Reserve A Spot | TBA = speaker |
Sep 23
8:00am - 9:30am America/Chicago |
6 | Not registered | Free | |
| Reserve A Spot | Ramp versus Bill.com |
Oct 28
8:00am - 9:30am America/Chicago |
11 | Not registered | Free | |
| Reserve A Spot | Networking Happy Hour - Festive Season Celebration |
Dec 09
6:00pm - 8:30pm America/Chicago |
6 | Not registered | Free | |
| Institutional Lending Today: An Overview of Institutional Lending (Trends, Credit Decisioning, and Strategic Capital Solutions) |
Jul 22
8:00am - 9:30am America/Chicago |
7 | Not registered | Free | ||
| Wearing All The Hats: When Your Role Goes Beyond Finance |
Jun 24
8:00am - 9:30am America/Chicago |
12 | Not registered | Free | ||
| Networking Happy Hour |
Jun 18
6:00pm - 8:00pm America/Chicago |
25 | Not registered | Free | ||
| Implementing A.I. Into Finance and Accounting Functions / Departments |
May 27
8:00am - 9:30am America/Chicago |
24 | Not registered | Free | ||
| Private Equity: History, Growth & Emergence in Capital Markets |
Apr 22
8:00am - 9:30am America/Chicago |
9 | Not registered | Free | ||
| Perspectives with Purpose - How Finance Can Effectively Engage with Purchasing |
Mar 25
8:00am - 9:30am America/Chicago |
14 | Not registered | Free | ||
| Networking Happy Hour |
Mar 19
6:00pm - 8:00pm America/Chicago |
29 | Not registered | Free | ||
| Managing the LLC - What You Need to Know |
Feb 25
8:00am - 9:30am America/Chicago |
10 | Not registered | Free | ||
| 2025 Tax Update |
Jan 28
8:00am - 9:30am America/Chicago |
11 | Not registered | Free | ||
| Networking Happy Hour - Festive Season Celebration |
Dec 10, 2025
6:00pm - 8:30pm America/Chicago |
23 | Not registered | Free | ||
| Succession Planning |
Oct 22, 2025
8:30am - 10:00am America/Chicago |
16 | Not registered | Free | ||
| Networking Happy Hour |
Sep 18, 2025
6:00pm - 8:30pm America/Chicago |
17 | Not registered | Free |
The Woodlands chapter covers The Woodlands and surrounding areas north of Houston.
We hold monthly business morning meetings (except November and December) and quarterly evening social meetings.
1. BUSINESS MEETINGS: The Woodlands chapter meets every 4th Wednesday of the month (no meetings in November and December).
New meeting location:
One Hughes Landing
JP Morgan Chase office conference room
1800 Hughes Landing Blvd, Suite 425
The Woodlands, TX 77380
Agenda:
- 8:00 – 8:05: Chapter announcements
- 8:05 – 9:00: Speaker presentation
- 9:00 – 9:30: Networking
2. SOCIAL MEETINGS: We meet Quarterly for our evening social meetings. Please check the website.
3 Sponsors:
a. The Talance Group is a boutique search and consulting firm that offers both Direct Hire and Contract placement of Finance/Accounting and Information Technology professionals. Our focus is solely in the Houston area, with extensive knowledge of our city’s talent pool, job market, companies and industries. The Talance Group has been named one of Houston’s Fast 100 3 years in a row and is recognized as one of Houston's best places to work by the HBJ.
The Talance Group
713-357-9598 office
www.talancegroup.com
b. JP Morgan Chase
4. Leadership team:
- Bryan Valencia,[email protected]
- Bartho van Otterdyk, [email protected]
- Mark Kerr, [email protected]
- Stephen O'Brien, [email protected]
| Total Members | 372 |
|---|---|
| Alumni | (58%) 217 |
| Active | (36%) 133 |
| Associate | (2%) 8 |
| Retired | (4%) 14 |