Finance Learning Lab - Tax Project

Hi Sonia, I came across the internship you have noted related to tax. I'm actually a CPA myself though recently launched a new business called Finance Learning Lab which targets smaller businesses and solopreneurs to help educate them on all things numbers/finance/accounting and in particular attempting to address the gap these micro-businesses face when trying to afford the hourly / one-to-one service delivery model most common with other tax and accounting service providers. The reason I thought I'd reach out is because I'm looking to create a few videos and articles specifically related to GST/HST that might be a potential fit for your students. Specially the research I'd love to get their help around is setting up GST/HST processes for e-commerce businesses and businesses selling online courses to determine the appropriate jurisdiction of sales tax (the headquarters of the provider or the location of the learner) as well as similar research and write-ups they might be able to delve into. In addition to being an experienced CPA, I also mark exams with CPA Canada so I have some level of familiarity of the experience / education level a 3rd year student would be at and am always happy to help mentor them along as well. If you think this project might have potential fit for your students, I'd love to arrange a quick phone call to chat further. My email is Carolyn@financelearninglab.com and my cell is 403-390-8037. Best, Carolyn Scissons

DIGITAL MARKETING RECOMMENDATIONS AND SUPPORT (UNPAID)

DIGITAL MARKETING (Unpaid internship / course work) THE BUSINESS CHALLENGE My business is a Canadian corporation called Regulatory Learning Lab which specializes in custom video, e-learning and corporate training specifically for utilities, regulators and energy companies. I currently have a website, active Linkedin channel and a Youtube channel. I would really appreciate student recommendations on what digital marketing tactics and strategies I should apply: What key words to use and how to maximize SEO to increase web traffic What approaches I should take to increase viewership on my Youtube channel Whether and how to branch into Facebook targeted ads and / or Pintrest content Other recommendations around marketing after an analysis of existing email newsletter and social media content Tips and best practices on social media content calendar A NOTE FROM CEO: I’d like to express a huge thank you in advance. I’m so excited to get to know you better and work more closely with you over the coming weeks. We will connect twice a week during our team meetings. Remember that as a student, it is totally normal to not be completely sure how to do things. That is totally ok. I always suggest you try this. Imagine you are the final audience receiving this and ask yourself what do you think would make the most sense. Chances are your thoughts are good ones so take a risk and make judgement calls and use your best guess because that is how you will learn best. You are also always welcome to reach out to me directly. Thanks again and can’t wait to get to know you better over the coming weeks!

4 Week Paid Part-Time Role - VIDEO PRO ROLE

Positions available: four students Come join Regulatory Learning Lab for a fun fast paced 4 week experience program. Zero prior work experience required. Just bring a good attitude and willingness to learn a new skill. To find out more about each role, go to the resources tab and open the word document. You will find an overview of each role as well as the nitty gritty details of what to expect. The best part? You will get paid a $1400 honorarium to take part in the Level up internship program. VIDEO PRO ROLE THE BIG PICTURE - Your final project deliverable will be a series of videos about the regulated utility industry. You will design and develop engaging videos and turn boring text heavy content into more visually engaging and attention-grabbing videos which may be shared on the Regulatory Learning Lab social media channel and potentially on our corporate website. - This is a 4 week program requiring 20 to 24 hours a week which you can work flexibly according to your own schedule. You will also participate in team meetings which are held every Monday and Friday mornings at 8:30am MST for 30 minutes. Use the following zoom link: https://us02web.zoom.us/j/6721230954 THE NITTY GRITTY DETAILS - Conduct internet-based research about the process, in particular by reviewing the websites of different utility commissions (each province and state has a utility commission so a combination of these search terms should give you good results). Within these websites, navigate through to find different resources and background content to include in your videos. - You will be designing the videos in a tool called Bitable. To log in (details removed) - Browse the collection of videos and images available as inspiration for your infographic creations (available in the shared folder as starting points that you can build upon) - Once you have a draft, set up a review meeting (use link: removed) where we will look through them together and offer ideas / tips to strengthen them if needed. We have 4 openings for a student to participate in this internship to create a video (or video series) about the following subject matters: industry fundamental for utility call center agents, regulatory accounting and financial concepts related to rate application, commercial and industrial utility billing (consumption and demand) and videos related to field and office safety for utilities. Curious to see an example of one of the projects our last video intern completed? Check out this short video clip: https://youtu.be/XVDlhxD8okg A final note from Carolyn: I’d like to express a huge thank you in advance. I’m so excited to get to know you better and work more closely with you over the coming weeks. We will connect twice a week during our team meetings. Remember that as a student, it is totally normal to not be completely sure how to do things. That is totally ok. I always suggest you try this. Imagine you are the final audience receiving this and ask yourself what do you think would make the most sense. Chances are your thoughts are good ones so take a risk and make judgement calls and use your best guess because that is how you will learn best. You are also always welcome to reach out to me directly. - Thanks again and can’t wait to get to know you better over the coming four weeks!

4 Week Paid Part-Time Role - SOCIAL MEDIA INFOGRAPHIC WIZ

Positions available: four students Come join Regulatory Learning Lab for a fun fast paced 4 week experience program. We are hiring for 4 roles: NEWSLETTER GURU BUSINESS DEVELOPMENT MASTER SOCIAL MEDIA INFOGRAPHIC WIZ VIDEO PRO ROLE Zero prior work experience required. Just bring a good attitude and willingness to learn a new skill. Go to the resources tab and open the attached word document to get an overview of each role along with the nitty gritty details of what to expect. The best part? You will get paid a $1400 honorarium to take part. SOCIAL MEDIA INFOGRAPHIC WIZ THE BIG PICTURE - Your final project deliverable will be 12 infographics that you will be creating for social media content. You will be performing research, designing an infographic style / plan and customizing the infographic templates to suit your research findings. In short you will be turning boring text heavy content into more visually engaging and attention-grabbing resources that will be shared on the Regulatory Learning Lab social media channel and potentially on our corporate website. - This is a 4 week program requiring 20 to 22 hours a week which you can work flexibly according to your own schedule. You will also participate in team meetings which are held every Monday and Friday mornings at 7:30am MST for 30 minutes. Use the following zoom link: https://us02web.zoom.us/j/6721230954 THE NITTY GRITTY DETAILS Review past completed Regulatory Learning Lab infographics to get yourself more familiar with the expectations of the final project (you can find these on the Regulatory Learning Lab linkedin company page by reviewing past posts and under the corporate website free resources section) - Browse the collection of infographic templates and image tools available as inspiration for your infographic creations (available in the shared folder as starting points that you can build upon) - Perform internet research on the topic areas shown below and identify the statistics and pieces of information you will incorporate in your infographic design (be sure to note references in the “slide notes” section of the document and / or reference the original source as required) - Proofread the infographic and work through the following checklist: o Is it visually compelling o Are there any typos / errors to fix o Does all the information make sense together (related theme) - Research / create / design 12 infographics with one for each of the following topic areas. Once you have performed some preliminary research and review, feel free to schedule a detailed one-on-one planning session with Carolyn (use this link: removed) to talk through any other questions you might have and get you set up on the right path. 1) UAD, CIAC, AFUDC, IDC 2) Bonbright’s principles 3) Alberta PBR 4) Depreciation 5) Asset lifecycle from acquire to retire 6) Customer types (residential, commercial, industrial, other) 7) Regulatory proceeding stages 8) Affiliates (in the context of regulated utilities) 9) NERC overview 10) Allocations - Set up a review meeting. Once you have created a draft version for all 12 infographics then set up a review meeting with Carolyn. We will look through them together and offer ideas / tips to strengthen them if needed. Use the shared folder to get ideas / starting point for your designs. There are several designs started here that you can build upon. Use the following colour palette as a guideline to remain aligned to the overall Regulatory Learning Lab brand. In drop box, you will also find the logo file that you can embed into the documents when/where you think it makes sense. Colour palette guidelines: Turquoise #30D5C8, Grey #989998, Dark blue #304756 I’d like to express a huge thank you in advance. I’m so excited to get to know you better and work more closely with you over the coming weeks. Remember that as a student, it is totally normal to not be completely sure how to do things. That is totally ok! We are here to help you along the way.

4 Week Paid Part-Time Role - BUSINESS DEVELOPMENT MASTER

Positions available: four students Come join Regulatory Learning Lab for a fun fast paced 4 week experience program. We are hiring for 4 roles: NEWSLETTER GURU BUSINESS DEVELOPMENT MASTER SOCIAL MEDIA INFOGRAPHIC WIZ VIDEO PRO ROLE Zero prior work experience required. Just bring a good attitude and willingness to learn a new skill. To find out more about each role, go to the resources tab and open the word document. You will find an overview of each role along with the nitty gritty details of what to expect. The best part? You will get paid a $1400 honorarium to take part. BUSINESS DEVELOPMENT MASTER THE BIG PICTURE - Your final project deliverable will be a MS Excel Database of leads from HR learning and development professionals at energy companies across North America as well as customized client proposal documents (using Canva). In addition to phone calls with clients (we will get you trained on a script that will make this process easy and enjoyable). You will also be invited to sit in and observe introductory sales meetings so you can get first hand experience with business development. - This is a 4 week program requiring 20 to 22 hours a week which you can work flexibly according to your own schedule. You will also participate in team meetings which are held every Monday and Friday mornings at 7:30am MST for 30 minutes. Use the following zoom link: https://us02web.zoom.us/j/6721230954 THE NITTY GRITTY DETAILS - You will start with a list of approximately 250 target companies (see shared file) and will conduct internet research to track down the contacts in the HR learning and development team for these organizations. You will populate this in the target customer database / MS Excel listing. - Once you have a large batch identified, you will use the appointment scheduling script to call the prospects and invite them to an information meeting. (see suggested script in shared file) - For anyone interested in scheduling an appointment, you will use the info@regulatorylearninglab.com account to schedule the meetings and be sure to invite both the client and Carolyn@RegulatoryLearningLab.com. Log in to Gmail (details removed) and use this schedule zoom calls with clients (all meetings can be set up using the following as the zoom link: removed). Meeting dates will generally be suggested for Tuesdays, Thursdays and Fridays and you can cross-reference with the following scheduling link to make sure the date / time is available. removed - You’ll also manage the shared email ( info@regulatorylearninglab.com ) for client inquiries - In this role, you will also be encouraged to also find new and innovative ways of reaching potential target customers such as events / groups / targeted emails and other approaches to build awareness of Regulatory Learning Lab company offerings with these individuals. A final note from Carolyn: I’d like to express a huge thank you in advance. I’m so excited to get to know you better and work more closely with you over the coming weeks. We will connect twice a week during our team meetings. Remember that as a student, it is totally normal to not be completely sure how to do things. That is totally ok. I always suggest you try this. Imagine you are the final audience receiving this and ask yourself what do you think would make the most sense. Chances are your thoughts are good ones so take a risk and make judgement calls and use your best guess because that is how you will learn best. You are also always welcome to reach out to me directly. Thanks again and can’t wait to get to know you better over the coming four weeks!

4 Week Paid Part-Time Role - NEWSLETTER GURU

Positions available: four students Come join Regulatory Learning Lab for a fun fast paced 4 week experience program. We are hiring for 4 roles: NEWSLETTER GURU BUSINESS DEVELOPMENT MASTER SOCIAL MEDIA INFOGRAPHIC WIZ VIDEO PRO ROLE Zero prior work experience required. Just bring a good attitude and willingness to learn a new skill. Find out more about each role under the resources tab by clicking the word document which includes an overview of each role along with the nitty gritty details. The best part? You will get paid a $1400 honorarium to take part. NEWSLETTER GURU ROLE THE BIG PICTURE - Learn how to use the mail chimp program to manage newsletter campaigns for thousands of industry professionals - Your project will be to prepare and tee up 12 monthly newsletters that will be used over the coming year. You will also be creating project management templates that industry professionals can use as resources and sharing videos / infographics created by others on our team. You will also design a 3 part welcome email series for new subscribers and learn how to program the automations so that the emails go the right people in the right sequence. - This is a 4 week program requiring 20 to 22 hours a week which you can work flexibly according to your own schedule. You will also participate in team meetings which are held every Monday and Friday mornings at 7:30am MST for 30 minutes. Use the following zoom link: https://us02web.zoom.us/j/6721230954 THE NITTY GRITTY DETAILS - Log in to the MailChimp Dashboard o Take some time to get familiar with the tool. You will primarily be working in the “Campaign” area. You can browse here to get an idea of the format for the newsletter. Essentially it is a monthly newsletter that features a new template/tool, infographic and video in each edition. You will be creating / designing the newsletter for the next twelve months as well as creating the template/tool and infographic content. - Verify all links and proofread for any details to fix (typos, broken links, formatting, sending a test email to Carolyn@regulatorylearninglab.com, etc.). Strong attention to detail is really important as you will be the last line of defense to catch errors before they are released to the world. - Schedule and program newsletters to be sent on selected dates over the coming year (the last Sunday of each month) - Create the new tools / templates as content for the newsletter o The following topics for the tools / templates. Use the shared folder to get ideas / starting point for your designs. There are several designs started here that you can build upon. We will hold a detailed one-on-one planning session to get you set up and on the right path for this step. (Use this link to schedule planning time: https://calendly.com/carolyn-114 ) 1) Variance explanation wheel 2) Calendar 3) Mind map for utility risks 4) Link library 5) Scoping sheet – prompting questions 6) Review checklist – common errors to avoid 7) Project plan on a page for new case / application 8) Lessons learned 9) Stakeholder map 10) MS Excel Gantt chart 11) Case KPI dashboard 12) IR Orientation Pack After you have created and coordinated all the content for and programmed the upcoming 12 months of newsletters, you will kick off designing a 3 part welcome email series for new subscribers. The monthly newsletters will give you a good foundation for this next step where you can apply your creative spin to propose your ideas for the welcome series emails. You will also be more proficient with the Mail chimp tool in order to feel more comfortable with programming the automations so that the emails go the right people in the right sequence (and of course we will use our regular Monday and Friday meetings to make sure you have all the help you need with it along the way).