BCLMA | Site-Wide Activity https://bclma.org/activity/ Activity feed for the entire site. Sat, 10 Oct 2026 16:44:22 -0700 https://buddypress.org/?v=10.6.0 en-US 30 hourly 2 5aa5dda84f70209605558040c5f70a12 Tania Coull replied to the topic AI Tools and Access in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/ai-tools-and-access/#post-78601 Thu, 08 Oct 2026 00:09:39 -0700 On a related topic, how do those using AI handle the client disclosure and/or consent?

]]> 103a5275a66a500ddd2dee8d9b4f80e4 Jenny Robinson's profile was updated https://bclma.org/activity/p/33878/ Wed, 07 Oct 2026 21:56:14 -0700 0 1a9a34596f6d9baaf94f3fdc02151f28 Sarvenaz Bakhtiary's profile was updated https://bclma.org/activity/p/33877/ Wed, 07 Oct 2026 21:54:20 -0700 0 b08b557ad2a0f455dce4150178072493 Tania Coull replied to the topic Managed IT Services in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/managed-it-services-2/#post-78597 Wed, 07 Oct 2026 21:03:53 -0700 Our firm uses BMC and since being taken over by Telus we find the support service level and technician knowledge have declined and projects are poorly planned/communicated/managed. CSM’s are responsive and sympathetic, but it’s frustrating, especially when they provided us with such good service in the past.

]]> 43f6ad64e0a9f62ef129bfc072cfb97a Gurleen Kaur's profile was updated https://bclma.org/activity/p/33875/ Wed, 07 Oct 2026 20:16:55 -0700 0 3eedf878264e535f0dc4b817b81f82b9 Kirsten Whitley replied to the topic Pay Transparency Reports in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/pay-transparency-reports/#post-78590 Wed, 07 Oct 2026 17:24:47 -0700 Management is currently reviewing our report and communications. We will likely post by early next week

Kirsten

]]> 57b9a951b80594c6a363f9f580d64bbb Amy Han's profile was updated https://bclma.org/activity/p/33873/ Wed, 07 Oct 2026 00:39:55 -0700 0 2313d4782ff89ba02bac67de9751782c Melissa Nichol replied to the topic Pay Transparency Reports in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/pay-transparency-reports/#post-78584 Tue, 06 Oct 2026 23:42:14 -0700 Hi Christin!

We haven’t completed the reports quite yet. We are still allowing employees to update their gender (should they choose) but we don’t anticipate that we will have any trouble meeting the November 1 deadline.

If you have a publicly accessible website, you do have to publish it there. If you don’t have a publicly accessible website,…Read more

]]> 2f0e40854ff462c6ecb310430e9e5134 Karen Vandervoort replied to the topic Pay Transparency Reports in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/pay-transparency-reports/#post-78583 Tue, 06 Oct 2026 23:41:34 -0700 Hi Christin. I am in the process of preparing our report. The legislation required the report to be posted on a website or other location where it is publicly available, and not just accessible to employees.

]]> 358737c700cdeb5e46b71105b2e5d87e Christin Tschacher started the topic Pay Transparency Reports in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/pay-transparency-reports/ Tue, 06 Oct 2026 23:35:19 -0700 Hi there,
With the deadline approaching, have any of you posted reports publicly on their website?
Are we permitted to distribute copies of the report directly to our employees instead?
Thanks!

]]> 33908db0f05997efed7e537f08fdee7a Svetlana Khakhleva's profile was updated https://bclma.org/activity/p/33869/ Tue, 06 Oct 2026 17:45:03 -0700 0 14741d51fdd5298c91abff3a60051c8b Robyn Benjamin replied to the topic Birthday Recognition in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/birthday-recognition/#post-78572 Tue, 06 Oct 2026 17:23:20 -0700 As a small firm, we have capacity to give everyone a birthday card and a group treat of their choice to be shared with in one in office that day. We also provide a paid day off to everyone on their birthday as a thank you/wellness perk. There are a few parameters to the birthday day off to make sure the practice meets the intentions of offering…Read more

]]> 937d5117205ece9bffe8c5a62c73f32a Svetlana Khakhleva became a registered member https://bclma.org/activity/p/33867/ Tue, 06 Oct 2026 16:45:48 -0700 0 e0c7f1c27f9e963d5e37f6fbd9ecf216 Jennifer Funk replied to the topic Birthday Recognition in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/birthday-recognition/#post-78561 Mon, 05 Oct 2026 17:32:20 -0700 We celebrate staff birthdays monthly with a pizza lunch and cake, and a $50 gift card for everyone who has a birthday that month.

]]> 3433a5875064ebbd1f0e48fbf4a1dfd1 Kim Bates replied to the topic Birthday Recognition in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/birthday-recognition/#post-78554 Fri, 02 Oct 2026 20:44:26 -0700 Hi – we are a mid sized firm. We send an email out at the beginning of each month recognizing the bdays. We also give a card with a $25 GC on the actual day. We usually also do a monthly lunch and celebrate everyone but we will be stopping the lunches and carrying on with the rest. Hope that helps!

]]> 36b5a580d12dafdd1b72a0a459117786 Alison Fletcher replied to the topic Birthday Recognition in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/birthday-recognition/#post-78542 Thu, 01 Oct 2026 23:55:03 -0700 Thanks very much everyone!

Alison

]]> e077d671f3d16f98ffc15868415a00da Michelle Yang replied to the topic Birthday Recognition in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/birthday-recognition/#post-78540 Thu, 01 Oct 2026 23:35:21 -0700 Boutique firm — we do an announcement on teams, a birthday card, and a giftcard (usually Amazon).

We talked about doing monthly cake days but maybe next year.

]]> cac2b25e74bb57fba2a307f9d4b43aed Claudia Mendoza replied to the topic Birthday Recognition in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/birthday-recognition/#post-78539 Thu, 01 Oct 2026 23:13:30 -0700 At the beginning of the month, we send all staff with upcoming birthdays a survey where they can choose a $25 gift card (Sephora, Cactus Club, Starbucks, Tim Hortons, Chapters etc). They also have the option of making a donation to a charity of their choice for $25 instead of the GC.

]]> 2247bd1acb8a8993e429cf865b13a9f5 Rubyna Jinnah replied to the topic Birthday Recognition in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/birthday-recognition/#post-78537 Thu, 01 Oct 2026 22:08:34 -0700 We celebrate our birthdays quarterly with cake. At the celebration, we have cake and wish everyone a happy birthday. It gives people a chance to mingle with each other if they don’t necessarily see each other daily due to being on another floor. HR will also send a birthday email to people on their birthday.

]]> 74ae674caa8524a82492ee3f48084187 Cadence Konopaki's profile was updated https://bclma.org/activity/p/33859/ Thu, 01 Oct 2026 22:06:21 -0700 0 827ed05c23d710220f9825ccfe80eee3 Cadence Konopaki replied to the topic Birthday Recognition in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/birthday-recognition/#post-78536 Thu, 01 Oct 2026 22:05:19 -0700 We have an internal announcement on the day of someone’s birthday, but that’s it.

]]> aa4195996cdbe2f6ef9c3ba7b7a35328 Emma Chen replied to the topic EFT Return of Trust Funds in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/eft-return-of-trust-funds/#post-78535 Thu, 01 Oct 2026 21:27:30 -0700 CIBC CMO

]]> 11b2d2b6c6f0b2fa98fa6191c4579ab3 Alison Fletcher started the topic Birthday Recognition in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/birthday-recognition/ Thu, 01 Oct 2026 21:23:31 -0700 Hello all,

We are re-looking at our staff birthday recognition and are interested in what other firms do, if anything, in this regard. Currently we provide a gift card of staff’s choice on their birthday. In the past we have had a monthly birthday cake however moved away from that around Covid time. I’m also noticing people don’t necessarily…Read more

]]> c53abbf79019a7463fedb6dc06567e25 Kelly Petz replied to the topic EFT Return of Trust Funds in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/eft-return-of-trust-funds/#post-78504 Mon, 28 Sep 2026 19:43:37 -0700 We use CIBC and their product called CMO. We send lots of EFTs, e-transfers and wires through it. All with associated fees of course. The bookkeeper has the “create” rights of the payments and the partners approve them. Works well for us.

]]> 8b299eec292639a076f863e51f7ab30c Lisa Buckley replied to the topic EFT Return of Trust Funds in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/eft-return-of-trust-funds/#post-78497 Fri, 25 Sep 2026 23:07:36 -0700 We use ScotiaConnect, which is Scotiabank’s business platform. It allows us to set up compliant EFTs and wires from Trust, such that two people are needed for the transfer: one employee to enter the information, and the lawyer to approve. We’ve found it to be secure and relatively simple. There are a couple of extra steps, as we must also fill out…Read more

]]> cba4fafcfd41e51ea87ed9917c0b9a40 Emma Chen replied to the topic Signatures on Invoices in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/signatures-on-invoices/#post-78496 Fri, 25 Sep 2026 22:55:17 -0700 Ashley, now that trust accounting, billing and books can be performed on Clio without QB. I wonder how that’s working so far?

]]> 3fd2fd94578453a482a94ff4849fbf9b Emma Chen replied to the topic Health Benefits during Mat Leave in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/health-benefits-during-mat-leave/#post-78495 Fri, 25 Sep 2026 22:50:41 -0700 We take out the premiums on the year end bonus and top ups.

]]> 32f175d18220622eb2807c42a373c99a Esther Moore replied to the topic EFT Return of Trust Funds in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/eft-return-of-trust-funds/#post-78494 Fri, 25 Sep 2026 22:44:06 -0700 I know TD allows that for a small business account. I think most banks are trying to catch up to modern times. If only the Law Society would too.

I guess our only other option is to send a cheque still.

]]> 7c94cd3396c4402c008c5da29d442bff Leah Graham started the topic EFT Return of Trust Funds in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/eft-return-of-trust-funds/ Fri, 25 Sep 2026 22:32:58 -0700 Hello,

Are there any small firms that can recommend a bank they use which is set up for EFT (different than Interac e-transfer) out of trust accounts?

Thank you

]]> 1375ed5b893c79824fda2ce71133853d Michelle Yang replied to the topic Managed IT Services in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/managed-it-services-2/#post-78486 Thu, 24 Sep 2026 21:11:30 -0700 We currently use Nucleus. They are ok in terms of managed services and cost. Their level of support is not more or less than BMC though.

]]> a0b83411cee34b82a41b4c80f746dfc3 Amanda Mazloomi's profile was updated https://bclma.org/activity/p/33848/ Thu, 24 Sep 2026 17:33:27 -0700 0 1c9800f12f3286af0c8ac4757103a1f7 Mimi Kuhl replied to the topic Budgetting in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/budgetting/#post-78481 Thu, 24 Sep 2026 00:20:33 -0700 Are you expected to do a budget for the entire operations?
Do you have access to your chart of accounts?
This would give you a break down of expenses and start of where funds are allocated.
I would be happy to give you some tips if you have above info.

]]> f36e050b8f113a02f8b570d3e8596717 Trisha Reid replied to the topic Staff Christmas Gift Ideas in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/staff-christmas-gift-ideas/#post-78480 Wed, 23 Sep 2026 23:49:59 -0700 Hi Arishma

For the main gift from the firm, we do visa gift cards each year. If we decide to do additional prizes which are more personal, we have a wheel they spin with the prizes listed on it and then host a game and the 1st place spins first, 2nd place spins second etc. The staff seem to enjoy it and get excited now when they see the wheel…Read more

]]> d5c791404fce3993ff284943b2bf48a8 Arishma Sharma started the topic Staff Christmas Gift Ideas in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/staff-christmas-gift-ideas/ Wed, 23 Sep 2026 23:11:27 -0700 Hi everyone,
I’m interested in hearing what other firms are doing for staff Christmas gifts this year. We typically hold a Christmas luncheon and would like every staff member to leave with a small gift. In the past, we have also included two or three higher-value prizes, such as an Apple Watch or iPad. Separately, each staff member receives a…Read more

]]> 85d1a0b470224af527b25343a82c506f Kathleen Brett replied to the topic Managed IT Services in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/managed-it-services-2/#post-78470 Wed, 23 Sep 2026 20:52:54 -0700 We use Cloud Collective and generally happy with the service we receive for day to day and project work. Happy to provide an introduction for anyone. We moved away from BMC (pre Telus merger) to Cloud Collective due to service issues and are more satisfied with the team at Cloud Collective. We’ve also been relieved that they have no plans to merge…Read more

]]> 3328a08c4e1d3a8646fc37ca9c68766e Andres Vasco's profile was updated https://bclma.org/activity/p/33843/ Wed, 23 Sep 2026 20:43:30 -0700 0 f2625ddde38117ebca0733a03334a889 Kelly Petz started the topic Appara in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/appara-2/ Tue, 22 Sep 2026 22:42:35 -0700 Hi everyone,
Does anyone use Appara’s software for estate planning and admin work? We use it for Corporate and really like it. I know the estate software is quite a bit newer, so wondering if there are kinks or other things to know. Thanks in advance!
Kelly

]]> f6c6f3803403fc29988c44cb02db9c50 Kelly Petz started the topic Appara - Estate planning and Admin in the forum Information Technology Subsection https://bclma.org/groups/information-technology-subsection/forum/topic/appara-estate-planning-and-admin/ Tue, 22 Sep 2026 22:39:38 -0700 Hi everyone,
Does anyone use Appara’s software for estate planning and admin work? We use it for Corporate and really like it. I know the estate software is quite a bit newer, so wondering if there are kinks or other things to know. Thanks in advance!
Kelly

]]> 24b3d3fcc4f97eaa6f78efde28b40ccc Cadence Konopaki replied to the topic Health Benefits during Mat Leave in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/health-benefits-during-mat-leave/#post-78459 Mon, 21 Sep 2026 22:31:29 -0700 Thanks everyone! Don’t now how I’ve gone this long without ever having to deal with the details of a mat leave haha Your comments align with that I was thinking but I wanted to make sure I was inline with standards. Always grateful for this forum and your support!

]]> ea64b256f9049a77190d191e5085979d Rubyna Jinnah replied to the topic Health Benefits during Mat Leave in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/health-benefits-during-mat-leave/#post-78455 Mon, 21 Sep 2026 20:39:23 -0700 We do the same as Nina, but we are on the way to a no-cheque firm, so we ask for an etransfer. Some like to pay monthly, and some will opt to pay it all at the outset.

]]> 7341857265a6e535b39722a1add41492 Gery Labaniego replied to the topic Soluno On-Premises transition to Cloud in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/soluno-on-premises-transition-to-cloud/#post-78454 Mon, 21 Sep 2026 19:47:59 -0700 Thanks for the insight Christina! Just a little bit concern of the roadmap for the improvements, especially with Actionstep’s acquisition of the product.

]]> 85a7955fe03571e1abb6b9fabbee5392 Mimi Kuhl replied to the topic Bankers Boxes in the forum Facilities & Services Management Subsection https://bclma.org/groups/facilities-services-management-subsection/forum/topic/bankers-boxes/#post-78453 Mon, 21 Sep 2026 19:37:55 -0700 Hi Marketa
I will take them. Please feel free to call me
604-299-6251 ext101

]]> 8250156d8e79e1cda846e7ea31ff87bd Marketa Rumlena started the topic Bankers Boxes in the forum Facilities & Services Management Subsection https://bclma.org/groups/facilities-services-management-subsection/forum/topic/bankers-boxes/ Mon, 21 Sep 2026 19:34:39 -0700 Hi,

I have 4 large boxes of brand new bankers boxes that we do not need and do not have space to store. If you would like these (for free) please let me know and I will arrange to courier to you!

Thx.

]]> 7f737a7f16470e6a85c7555f0a097eb3 Michelle Yang started the topic Budgetting in the forum Small Firms Subsection https://bclma.org/groups/small-firms-subsection/forum/topic/budgetting/ Mon, 21 Sep 2026 19:11:21 -0700 Hello!

Our small firm has never had an operating budget…It is usually the Partners deciding on costs and what to buy until now. The Partners want me to start putting together a budget for 2027 and i’ve no clue where to start! I can utilize help from our bookkeeper however, majority of the work will be on me.

Is there a template somewhere that…Read more

]]> ab701633845ad9f20b102e636c60d8c1 Karen Vandervoort replied to the topic Health Benefits during Mat Leave in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/health-benefits-during-mat-leave/#post-78448 Mon, 21 Sep 2026 18:42:06 -0700 We do the same. If we are providing a top up, we take the premiums out of that but if not, we ask that they arrange for monthly E-transfers for the first of each month. Best not to wait until after incase they don’t return.

]]> cdb1b15b895652bc6ea651838cfc54b9 Andrea Russell replied to the topic Health Benefits during Mat Leave in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/health-benefits-during-mat-leave/#post-78447 Mon, 21 Sep 2026 18:41:33 -0700 Hi Candance, we do the same as Nina with the post dated cheques. I have also (in agreement with the employee) used vacation time to offset the costs. Rather than taking accrued vacation, the time is essentially paid out and used toward LTD.

]]> d76e5defb70e4f1f9801fee02cec7022 Nina Astle replied to the topic Health Benefits during Mat Leave in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/health-benefits-during-mat-leave/#post-78445 Mon, 21 Sep 2026 18:35:54 -0700 Hi Cadence, we require post-dated cheques or e-transfer of the monthly LTD premiums (the only portion the employees are responsible for paying under our package).

]]> 6b6d1bf70c2b00a279bad866bf8a54ed Cadence Konopaki started the topic Health Benefits during Mat Leave in the forum Human Resources Subsection https://bclma.org/groups/human-resources-subsection/forum/topic/health-benefits-during-mat-leave/ Mon, 21 Sep 2026 18:33:07 -0700 I feel like I should know this after all these years but I’ve never had to directly organise it before: We have co-pay on our extended health benefits. Normally the employee portion is taken off of a paycheque. When someone goes on mat leave and they want their benefits to continue, how does that work with regard to their portion of the co-pay?

]]> c4edfa113329cc9788c5bd3f3cb9d72e Christina Barszczewski replied to the topic Soluno On-Premises transition to Cloud in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/soluno-on-premises-transition-to-cloud/#post-78435 Fri, 18 Sep 2026 19:49:58 -0700 Yes, I have a list of improvement requests that I have been sharing with them since 2021 that have not been actioned. These are mostly small time and accuracy issues.

]]> 65b9008a79e92ad96c9dd212e5b5e12a Gery Labaniego started the topic Soluno On-Premises transition to Cloud in the forum Finance Subsection https://bclma.org/groups/finance-subsection/forum/topic/soluno-on-premises-transition-to-cloud/ Fri, 18 Sep 2026 18:51:53 -0700 Good morning,

Wondering if any of your firms are transitioning from Soluno On-Premises to the cloud version and your experience for the same.

Particularly interested in any improvement requests you’ve brought up that is yet to be actioned.

Thank you so much!

]]>